BlueSky Wealth Advisors, LLC Buys Schwab U.S. Large-Cap, Schwab U.S. TIPs, iShares iBoxx $ High Yield Corporate Bond, Sells Vanguard Total International Bond ETF, Vanguard FTSE All-Wld ex-US SmCp Idx, SPDR DJ Wilshire Intl Real Estate

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Jul 14, 2020
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Investment company BlueSky Wealth Advisors, LLC (Current Portfolio) buys Schwab U.S. Large-Cap, Schwab U.S. TIPs, iShares iBoxx $ High Yield Corporate Bond, Schwab Emerging Markets Equity, Schwab U.S. Small-Cap, sells Vanguard Total International Bond ETF, Vanguard FTSE All-Wld ex-US SmCp Idx, SPDR DJ Wilshire Intl Real Estate, Schwab International Small-Cap Equity, iShares FTSE EPRA/NAREIT Global Real Estate ex-U.S during the 3-months ended 2020Q2, according to the most recent filings of the investment company, BlueSky Wealth Advisors, LLC. As of 2020Q2, BlueSky Wealth Advisors, LLC owns 50 stocks with a total value of $348 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) - 1,228,841 shares, 26.19% of the total portfolio. Shares added by 34.89%
  2. Vanguard Short-Term Corporate Bond ETF (VCSH) - 594,394 shares, 14.13% of the total portfolio. Shares reduced by 5.94%
  3. Schwab US Aggregate Bond (SCHZ) - 542,644 shares, 8.78% of the total portfolio. Shares added by 12.94%
  4. Schwab U.S. TIPs (SCHP) - 455,820 shares, 7.87% of the total portfolio. Shares added by 227.65%
  5. Vanguard Emerging Markets Government Bond ETF (VWOB) - 240,829 shares, 5.39% of the total portfolio. Shares added by 20.35%
New Purchase: iShares iBoxx $ High Yield Corporate Bond (HYG)

BlueSky Wealth Advisors, LLC initiated holding in iShares iBoxx $ High Yield Corporate Bond. The purchase prices were between $72.62 and $84.2, with an estimated average price of $79.87. The stock is now traded at around $82.41. The impact to a portfolio due to this purchase was 3.15%. The holding were 134,079 shares as of .

New Purchase: Cincinnati Financial Corp (CINF)

BlueSky Wealth Advisors, LLC initiated holding in Cincinnati Financial Corp. The purchase prices were between $48.54 and $87.1, with an estimated average price of $66.3. The stock is now traded at around $72.06. The impact to a portfolio due to this purchase was 0.29%. The holding were 15,518 shares as of .

New Purchase: Lockheed Martin Corp (LMT)

BlueSky Wealth Advisors, LLC initiated holding in Lockheed Martin Corp. The purchase prices were between $338.52 and $414.3, with an estimated average price of $376.89. The stock is now traded at around $350.03. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,352 shares as of .

New Purchase: iShares MSCI EAFE (EFA)

BlueSky Wealth Advisors, LLC initiated holding in iShares MSCI EAFE. The purchase prices were between $50.19 and $63.75, with an estimated average price of $57.11. The stock is now traded at around $62.49. The impact to a portfolio due to this purchase was 0.08%. The holding were 4,360 shares as of .

New Purchase: iShares Russell 2000 (IWM)

BlueSky Wealth Advisors, LLC initiated holding in iShares Russell 2000. The purchase prices were between $104.27 and $152.57, with an estimated average price of $130.6. The stock is now traded at around $140.21. The impact to a portfolio due to this purchase was 0.07%. The holding were 1,583 shares as of .

New Purchase: International Business Machines Corp (IBM)

BlueSky Wealth Advisors, LLC initiated holding in International Business Machines Corp. The purchase prices were between $105.14 and $135.75, with an estimated average price of $121.28. The stock is now traded at around $119.60. The impact to a portfolio due to this purchase was 0.06%. The holding were 1,749 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 34.89%. The purchase prices were between $58.5 and $77.51, with an estimated average price of $69.74. The stock is now traded at around $75.61. The impact to a portfolio due to this purchase was 6.77%. The holding were 1,228,841 shares as of .

Added: Schwab U.S. TIPs (SCHP)

BlueSky Wealth Advisors, LLC added to a holding in Schwab U.S. TIPs by 227.65%. The purchase prices were between $57.51 and $60.12, with an estimated average price of $59.22. The stock is now traded at around $60.56. The impact to a portfolio due to this purchase was 5.47%. The holding were 455,820 shares as of .

Added: Schwab Emerging Markets Equity (SCHE)

BlueSky Wealth Advisors, LLC added to a holding in Schwab Emerging Markets Equity by 48.58%. The purchase prices were between $19.87 and $25.05, with an estimated average price of $22.66. The stock is now traded at around $26.21. The impact to a portfolio due to this purchase was 1.39%. The holding were 606,969 shares as of .

Added: Schwab U.S. Small-Cap (SCHA)

BlueSky Wealth Advisors, LLC added to a holding in Schwab U.S. Small-Cap by 33.05%. The purchase prices were between $47.17 and $70.43, with an estimated average price of $59.73. The stock is now traded at around $64.37. The impact to a portfolio due to this purchase was 1.05%. The holding were 225,467 shares as of .

Added: Vanguard Emerging Markets Government Bond ETF (VWOB)

BlueSky Wealth Advisors, LLC added to a holding in Vanguard Emerging Markets Government Bond ETF by 20.35%. The purchase prices were between $67.71 and $77.84, with an estimated average price of $73.99. The stock is now traded at around $78.18. The impact to a portfolio due to this purchase was 0.91%. The holding were 240,829 shares as of .

Added: Schwab International Equity (SCHF)

BlueSky Wealth Advisors, LLC added to a holding in Schwab International Equity by 35.37%. The purchase prices were between $24.62 and $31.42, with an estimated average price of $28.04. The stock is now traded at around $30.47. The impact to a portfolio due to this purchase was 0.89%. The holding were 396,348 shares as of .

Sold Out: Vanguard Total International Bond ETF (BNDX)

BlueSky Wealth Advisors, LLC sold out a holding in Vanguard Total International Bond ETF. The sale prices were between $56.12 and $57.76, with an estimated average price of $57.12.

Sold Out: Vanguard FTSE All-Wld ex-US SmCp Idx (VSS)

BlueSky Wealth Advisors, LLC sold out a holding in Vanguard FTSE All-Wld ex-US SmCp Idx. The sale prices were between $74.55 and $100.43, with an estimated average price of $89.06.

Sold Out: SPDR DJ Wilshire Intl Real Estate (RWX)

BlueSky Wealth Advisors, LLC sold out a holding in SPDR DJ Wilshire Intl Real Estate. The sale prices were between $24.67 and $31.96, with an estimated average price of $28.25.

Sold Out: Schwab International Small-Cap Equity (SCHC)

BlueSky Wealth Advisors, LLC sold out a holding in Schwab International Small-Cap Equity. The sale prices were between $23.02 and $31.17, with an estimated average price of $27.55.

Sold Out: iShares FTSE EPRA/NAREIT Global Real Estate ex-U.S (IFGL)

BlueSky Wealth Advisors, LLC sold out a holding in iShares FTSE EPRA/NAREIT Global Real Estate ex-U.S. The sale prices were between $20.09 and $25.39, with an estimated average price of $22.68.

Sold Out: Vanguard Total Bond Market ETF (BND)

BlueSky Wealth Advisors, LLC sold out a holding in Vanguard Total Bond Market ETF. The sale prices were between $84.67 and $88.18, with an estimated average price of $87.06.



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