BlueSky Wealth Advisors, LLC Buys Schwab U.S. Large-Cap, Vanguard Emerging Markets Government Bond ETF, Vanguard Large-Cap, Sells Invesco Senior Loan, Invesco Emerging Markets Sovereign Debt, iShares J.P. Morgan USD Emerging Markets Bond ETF

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Apr 21, 2020
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Investment company BlueSky Wealth Advisors, LLC (Current Portfolio) buys Schwab U.S. Large-Cap, Vanguard Emerging Markets Government Bond ETF, Vanguard Large-Cap, Vanguard Small-Cap, Schwab International Small-Cap Equity, sells Invesco Senior Loan, Invesco Emerging Markets Sovereign Debt, iShares J.P. Morgan USD Emerging Markets Bond ETF, Schwab U.S. Large-Cap Value, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma during the 3-months ended 2020Q1, according to the most recent filings of the investment company, BlueSky Wealth Advisors, LLC. As of 2020Q1, BlueSky Wealth Advisors, LLC owns 50 stocks with a total value of $269 million. These are the details of the buys and sells.

For the details of BlueSky Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bluesky+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of BlueSky Wealth Advisors, LLC
  1. Schwab U.S. Large-Cap (SCHX) - 911,027 shares, 20.73% of the total portfolio. Shares added by 191.19%
  2. Vanguard Short-Term Corporate Bond ETF (VCSH) - 631,898 shares, 18.56% of the total portfolio. Shares added by 2.27%
  3. Schwab US Aggregate Bond (SCHZ) - 480,484 shares, 9.69% of the total portfolio. Shares added by 5.71%
  4. Vanguard Emerging Markets Government Bond ETF (VWOB) - 200,105 shares, 5.23% of the total portfolio. New Position
  5. iShares Core U.S. Aggregate Bond (AGG) - 112,731 shares, 4.83% of the total portfolio. Shares reduced by 2.9%
New Purchase: Vanguard Emerging Markets Government Bond ETF (VWOB)

BlueSky Wealth Advisors, LLC initiated holding in Vanguard Emerging Markets Government Bond ETF. The purchase prices were between $62 and $83.27, with an estimated average price of $79.04. The stock is now traded at around $69.88. The impact to a portfolio due to this purchase was 5.23%. The holding were 200,105 shares as of .

Added: Schwab U.S. Large-Cap (SCHX)

BlueSky Wealth Advisors, LLC added to a holding in Schwab U.S. Large-Cap by 191.19%. The purchase prices were between $53.21 and $81.03, with an estimated average price of $73.44. The stock is now traded at around $65.12. The impact to a portfolio due to this purchase was 13.61%. The holding were 911,027 shares as of .

Added: Vanguard Large-Cap (VV)

BlueSky Wealth Advisors, LLC added to a holding in Vanguard Large-Cap by 125.60%. The purchase prices were between $102.61 and $156.13, with an estimated average price of $141.58. The stock is now traded at around $126.12. The impact to a portfolio due to this purchase was 1.16%. The holding were 47,624 shares as of .

Added: Vanguard Small-Cap (VB)

BlueSky Wealth Advisors, LLC added to a holding in Vanguard Small-Cap by 80.06%. The purchase prices were between $98.45 and $170.48, with an estimated average price of $151.89. The stock is now traded at around $120.03. The impact to a portfolio due to this purchase was 0.57%. The holding were 29,935 shares as of .

Added: Schwab International Small-Cap Equity (SCHC)

BlueSky Wealth Advisors, LLC added to a holding in Schwab International Small-Cap Equity by 86.67%. The purchase prices were between $20.7 and $34.9, with an estimated average price of $31.07. The stock is now traded at around $25.23. The impact to a portfolio due to this purchase was 0.3%. The holding were 71,741 shares as of .

Added: Vanguard FTSE Emerging Markets (VWO)

BlueSky Wealth Advisors, LLC added to a holding in Vanguard FTSE Emerging Markets by 37.83%. The purchase prices were between $30.46 and $45.91, with an estimated average price of $41.1. The stock is now traded at around $34.42. The impact to a portfolio due to this purchase was 0.28%. The holding were 82,425 shares as of .

Added: Vanguard FTSE Developed Markets (VEA)

BlueSky Wealth Advisors, LLC added to a holding in Vanguard FTSE Developed Markets by 58.31%. The purchase prices were between $28.78 and $44.66, with an estimated average price of $40.48. The stock is now traded at around $33.77. The impact to a portfolio due to this purchase was 0.27%. The holding were 60,083 shares as of .

Sold Out: Invesco Emerging Markets Sovereign Debt (PCY)

BlueSky Wealth Advisors, LLC sold out a holding in Invesco Emerging Markets Sovereign Debt. The sale prices were between $20.13 and $30.3, with an estimated average price of $28.28.

Sold Out: Schwab U.S. Large-Cap Value (SCHV)

BlueSky Wealth Advisors, LLC sold out a holding in Schwab U.S. Large-Cap Value. The sale prices were between $38.4 and $61.03, with an estimated average price of $55.5.

Sold Out: SPDR S&P 600 Small Cap Value ETF (based on S&P Sma (SLYV)

BlueSky Wealth Advisors, LLC sold out a holding in SPDR S&P 600 Small Cap Value ETF (based on S&P Sma. The sale prices were between $35.74 and $66.24, with an estimated average price of $57.28.

Sold Out: iShares S&P 500 Value (IVE)

BlueSky Wealth Advisors, LLC sold out a holding in iShares S&P 500 Value. The sale prices were between $82.22 and $130.6, with an estimated average price of $117.99.

Sold Out: iShares International Select Dividend (IDV)

BlueSky Wealth Advisors, LLC sold out a holding in iShares International Select Dividend. The sale prices were between $18.85 and $32.78, with an estimated average price of $29.1.

Sold Out: iShares S&P SmallCap 600 Value (IJS)

BlueSky Wealth Advisors, LLC sold out a holding in iShares S&P SmallCap 600 Value. The sale prices were between $87.85 and $161.14, with an estimated average price of $137.91.



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