BlueSky Wealth Advisors, LLC Buys Schwab US Aggregate Bond, Schwab U.S. REIT, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, Sells Fortune Brands Home & Security Inc

Investment company BlueSky Wealth Advisors, LLC buys Schwab US Aggregate Bond, Schwab U.S. REIT, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, Workday Inc, sells Fortune Brands Home & Security Inc during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, BlueSky Wealth Advisors, LLC. As of 2018-03-31, BlueSky Wealth Advisors, LLC owns 50 stocks with a total value of $250 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 http://www.gurufocus.com/StockBuy.php?GuruName=BlueSky+Wealth+Advisors%2C+LLC

These are the top 5 holdings of BlueSky Wealth Advisors, LLC
  1. Vanguard Short-Term Corporate Bond ETF (VCSH) - 570,611 shares, 17.93% of the total portfolio. Shares added by 10.09%
  2. PowerShares Exchange-Traded Fund Trust (BKLN) - 1,002,198 shares, 9.29% of the total portfolio. Shares added by 6.66%
  3. Schwab U.S. Large-Cap (SCHX) - 328,112 shares, 8.29% of the total portfolio. Shares added by 15.48%
  4. Schwab US Aggregate Bond (SCHZ) - 342,506 shares, 7% of the total portfolio. Shares added by 26.50%
  5. Vanguard FTSE All-Wld ex-US SmCp Idx (VSS) - 133,817 shares, 6.39% of the total portfolio. Shares added by 5.14%
New Purchase: SPDR S&P 600 Small Cap Value ETF (based on S&P Sma (SLYV)

BlueSky Wealth Advisors, LLC initiated holding in SPDR S&P 600 Small Cap Value ETF (based on S&P Sma. The purchase prices were between $118.95 and $130.78, with an estimated average price of $125.9. The stock is now traded at around $127.84. The impact to a portfolio due to this purchase was 0.49%. The holding were 9,980 shares as of 2018-03-31.

New Purchase: Workday Inc (WDAY)

BlueSky Wealth Advisors, LLC initiated holding in Workday Inc. The purchase prices were between $103.4 and $139.07, with an estimated average price of $122.34. The stock is now traded at around $130.37. The impact to a portfolio due to this purchase was 0.1%. The holding were 1,955 shares as of 2018-03-31.

Added: Schwab US Aggregate Bond (SCHZ)

BlueSky Wealth Advisors, LLC added to a holding in Schwab US Aggregate Bond by 26.50%. The purchase prices were between $50.67 and $51.99, with an estimated average price of $51.15. The stock is now traded at around $50.41. The impact to a portfolio due to this purchase was 1.47%. The holding were 342,506 shares as of 2018-03-31.

Added: Schwab U.S. REIT (SCHH)

BlueSky Wealth Advisors, LLC added to a holding in Schwab U.S. REIT by 20.50%. The purchase prices were between $36.34 and $41.52, with an estimated average price of $38.55. The stock is now traded at around $37.48. The impact to a portfolio due to this purchase was 0.52%. The holding were 199,349 shares as of 2018-03-31.

Sold Out: Fortune Brands Home & Security Inc (FBHS)

BlueSky Wealth Advisors, LLC sold out a holding in Fortune Brands Home & Security Inc. The sale prices were between $57.89 and $73.13, with an estimated average price of $65.22.



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