BW

BlueSky Wealth Advisors, LLC

13F
BlueSky Wealth Advisors, LLC
Last update 2025-07-14 70 Stocks (3 new)
Value $688.00 Mil Turnover 2 %
Countries:
Top Holdings: SCHX(21.78%)VCSH(8.57%)SCHZ(7.17%)DFAX(5.67%)SCHP(5.22%)
Summary Stock Picks Current Portfolio
BlueSky Wealth Advisors, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX
Schwab U.S. Large-Cap ETF
6,136,147
149,967.4
-0.91%
21.780
-0.19%
0.270
+19.33%
+7.34%
56,603.6
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
742,293
59,012.3
+1.88%
8.570
+0.16%
0.170
+1.70%
+3.59%
34,943.0
 
SCHZ
Schwab US Aggregate Bond ETF
2,123,549
49,351.3
+1.69%
7.170
+0.12%
0.570
+1.15%
+3.23%
8,553.7
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
1,328,699
39,023.9
+1.21%
5.670
+0.07%
0.450
+15.06%
+20.27%
8,865.0
 
SCHP
Schwab U.S. Tips ETF
1,346,257
35,918.1
+0.85%
5.220
+0.04%
0.270
+1.75%
+4.56%
13,046.0
 
SCHE
Schwab Emerging Markets Equity ETF
1,177,126
35,478.6
+3.64%
5.150
+0.18%
0.350
+15.43%
+15.04%
10,434.6
 
SCHF
Schwab International Equity ETF
1,363,373
30,130.5
+1.75%
4.380
+0.08%
0.060
+11.71%
+19.08%
48,475.3
 
VV
Vanguard Large Cap ETF
93,800
26,761.1
+18.05%
3.890
+0.59%
0.070
+19.23%
+7.55%
40,473.8
 
SCHA
Schwab U.S. Small-Cap ETF
982,950
24,868.6
+3.57%
3.610
+0.12%
0.140
+19.47%
+1.08%
17,694.8
 
VWOB
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
371,527
24,279.3
-0.22%
3.530
-0.01%
0.480
+4.34%
+5.69%
4,977.5
 

BlueSky Wealth Advisors, LLC's Historical Top Holdings Breakdowns

BlueSky Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VV
Vanguard Large Cap ETF
2025-06-30
Add
Add
+0.59%
●
228.25 ($263.38) 285.3
$288.23
9.43%
Add 18.05%
93,800
14,345
NVDA
NVIDIA Corp
2025-06-30
Reduce
Reduce
-0.25%
●
94.31 ($125.57) 157.99
$171.37
36.47%
Reduce -27.68%
38,722
-14,817
SCHX
Schwab U.S. Large-Cap ETF
2025-06-30
Reduce
Reduce
-0.19%
●
19.6 ($22.6) 24.44
$24.73
9.45%
Reduce -0.91%
6,136,147
-56,109
SCHE
Schwab Emerging Markets Equity ETF
2025-06-30
Add
Add
+0.18%
●
24.38 ($28.3) 30.18
$30.60
8.13%
Add 3.64%
1,177,126
41,329
SCHH
Schwab U.S. REIT ETF
2025-06-30
Add
Add
+0.16%
●
18.94 ($20.96) 21.67
$21.34
1.81%
Add 5.91%
925,957
51,711
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
2025-06-30
Add
Add
+0.16%
●
77.94 ($78.77) 79.5
$79.09
0.41%
Add 1.88%
742,293
13,666
IGSB
iShares 1-3 Year Credit Bond ETF
2025-06-30
Reduce
Reduce
-0.15%
●
51.68 ($52.25) 52.76
$52.51
0.50%
Reduce -7.71%
223,837
-18,700
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-06-30
Reduce
Reduce
-0.12%
●
96.82 ($98) 99.46
$97.89
-0.11%
Reduce -9.13%
74,565
-7,491
SCHZ
Schwab US Aggregate Bond ETF
2025-06-30
Add
Add
+0.12%
●
22.67 ($22.95) 23.28
$22.96
0.03%
Add 1.69%
2,123,549
35,385
SCHA
Schwab U.S. Small-Cap ETF
2025-06-30
Add
Add
+0.12%
●
20.42 ($23.64) 25.3
$26.00
9.96%
Add 3.57%
982,950
33,867

BlueSky Wealth Advisors, LLC Total Holding History ($B)

To

BlueSky Wealth Advisors, LLC's Asset Allocation

To

BlueSky Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BlueSky Wealth Advisors, LLC's Hypothetical Growth since 2025-06-30

BlueSky Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

BlueSky Wealth Advisors, LLC's Holdings Heat Map

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BlueSky Wealth Advisors, LLC's Holdings Bubble Chart

BlueSky Wealth Advisors, LLC News

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