$489 Million is the total value of BlueSky Wealth Advisors, LLC's 69 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ET | New | ENERGY TRANSFER L P | $736,014 | – | 52,460 | +100.0% | 0.15% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $247,312 | – | 706 | +100.0% | 0.05% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-18
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.