$431 Million is the total value of BlueSky Wealth Advisors, LLC's 65 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CINF | CINCINNATI FINL CORP | $1,296,000 | -24.7% | 14,464 | 0.0% | 0.30% | -21.2% | |
| CHD | CHURCH DWIGHT CO INC | $1,089,000 | -22.9% | 15,240 | 0.0% | 0.25% | -19.2% | |
| VTV | VANGUARD INDEX FDSvalue etf | $518,000 | -6.5% | 4,199 | 0.0% | 0.12% | -2.4% | |
| IWP | ISHARES TRrus md cp gr etf | $479,000 | -1.0% | 6,107 | 0.0% | 0.11% | +3.7% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $388,000 | -12.6% | 8,405 | 0.0% | 0.09% | -9.1% | |
| XLF | SELECT SECTOR SPDR TRfinancial | $309,000 | -3.4% | 10,189 | 0.0% | 0.07% | +1.4% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $290,000 | -9.7% | 5,056 | 0.0% | 0.07% | -5.6% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $290,000 | -5.5% | 2,394 | 0.0% | 0.07% | -1.5% | |
| XOM | EXXON MOBIL CORP | $206,000 | +2.0% | 2,355 | 0.0% | 0.05% | +6.7% | |
| EGHT | 8X8 INC NEW | $65,000 | -33.0% | 18,788 | 0.0% | 0.02% | -31.8% | |
| ME | 23ANDME HOLDING CO | $48,000 | +17.1% | 16,724 | 0.0% | 0.01% | +22.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 27.9% |
| VANGUARD SCOTTSDALE FDS | 28 | Q3 2023 | 18.4% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 9.6% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 7.8% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 4.7% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 4.9% |
| ISHARES TR | 28 | Q3 2023 | 6.3% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 3.9% |
| SCHWAB STRATEGIC TR | 28 | Q3 2023 | 3.2% |
| ISHARES TR | 28 | Q3 2023 | 2.9% |
View BlueSky Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-12 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-27 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-04-26 |
| 13F-HR/A | 2022-01-25 |
View BlueSky Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.