- New Purchases: SCHB, NTRA,
- Added Positions: SCHZ, SCHP, VNQ, HYG, VWOB, IVV, VCSH, AGG, SCHF, SCHE, TIP, IEMG, VEA,
- Reduced Positions: SCHX, SCHH, VV, VB, IYR, AAPL, SPY, IWR, CINF, AMZN, IGSB, EFA, IEFA, IJR, IWM, IWP, GOOGL, DLB, CHD, EMB, IWF, LMT, IBM,
- Sold Out: BKLN, MSFT,
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- SCHWAB STRATEGIC T (SCHX) - 1,215,483 shares, 26.97% of the total portfolio. Shares reduced by 1.09%
- Vanguard Short-Term Corporate Bond ETF (VCSH) - 600,489 shares, 13.07% of the total portfolio. Shares added by 1.03%
- SCHWAB STRATEGIC T (SCHZ) - 595,045 shares, 8.75% of the total portfolio. Shares added by 9.66%
- SCHWAB STRATEGIC T (SCHP) - 479,863 shares, 7.76% of the total portfolio. Shares added by 5.27%
- Vanguard Emerging Markets Government Bond ETF (VWOB) - 250,228 shares, 5.25% of the total portfolio. Shares added by 3.90%
BlueSky Wealth Advisors, LLC initiated holding in SCHWAB STRATEGIC T. The purchase prices were between $73.86 and $85.03, with an estimated average price of $78.86. The stock is now traded at around $83.60. The impact to a portfolio due to this purchase was 0.06%. The holding were 2,515 shares as of .
New Purchase: Natera Inc (NTRA)BlueSky Wealth Advisors, LLC initiated holding in Natera Inc. The purchase prices were between $45.89 and $72.67, with an estimated average price of $56.84. The stock is now traded at around $71.54. The impact to a portfolio due to this purchase was 0.05%. The holding were 2,812 shares as of .
Added: VANGUARD INDEX FDS (VNQ)BlueSky Wealth Advisors, LLC added to a holding in VANGUARD INDEX FDS by 76.72%. The purchase prices were between $76.31 and $83.64, with an estimated average price of $80.3. The stock is now traded at around $81.32. The impact to a portfolio due to this purchase was 0.26%. The holding were 27,454 shares as of .
Sold Out: Invesco Senior Loan ETF (BKLN)BlueSky Wealth Advisors, LLC sold out a holding in Invesco Senior Loan ETF. The sale prices were between $21.18 and $22.03, with an estimated average price of $21.64.
Sold Out: Microsoft Corp (MSFT)BlueSky Wealth Advisors, LLC sold out a holding in Microsoft Corp. The sale prices were between $200.39 and $231.65, with an estimated average price of $210.04.
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