Sponsored
The Analysis of BlueSky Wealth Advisors, LLC's Holdings & P&L
Currently, BlueSky Wealth Advisors, LLC holds 111 types of securities in its portfolio with a total value $863.3M. In the most recent quarter, they have increased their positions in VTV (+31.2K shares, valued at $6.8M), VGIT (+60.9K shares, valued at $3.6M), SCHF (+105.9K shares, valued at $2.9M); decreased their positions in NVDA (-35.0K shares, valued at $7.0M), SCHZ (-141.0K shares, valued at $3.3M), BND (-24.0K shares, valued at $1.8M); initiated new positions in STRL (+663 shares, valued at $556.5K), HPE (+9.0K shares, valued at $407.7K), INTC (+2.9K shares, valued at $402.7K).
1M P&L
+2.8M+0.33%
3M P&L
+22.7M+2.75%
HY P&L
+57.1M+7.22%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A789.8M
93.8%
2Internet Content & Information13.3M
1.6%
3Semiconductors10.6M
1.3%
Top Industries by Stock Count
1N/A58 stocks
58.6%
2Semiconductors7 stocks
7.1%
3Engineering & Construction3 stocks
3.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SCHX
-0.66%SCHWAB STRATEGIC TR
Shares4.9M
Event2026-06-30
Filed2026-07-28
VGIT
7.80%VANGUARD SCOTTSDALE FDS
Shares842.3K
Event2026-06-30
Filed2026-07-28
VTV
16.58%VANGUARD INDEX FDS
Shares219.1K
Event2026-06-30
Filed2026-07-28
SCHF
6.78%SCHWAB STRATEGIC TR
Shares1.7M
Event2026-06-30
Filed2026-07-28
SCHP
7.02%SCHWAB STRATEGIC TR
Shares1.6M
Event2026-06-30
Filed2026-07-28
SCHA
5.57%SCHWAB STRATEGIC TR
Shares1.1M
Event2026-06-30
Filed2026-07-28
VCSH
-3.37%VANGUARD SCOTTSDALE FDS
Shares427.2K
Event2026-06-30
Filed2026-07-28
VWOB
7.19%VANGUARD WHITEHALL FDS
Shares435.7K
Event2026-06-30
Filed2026-07-28
VV
-1.93%VANGUARD INDEX FDS
Shares79.2K
Event2026-06-30
Filed2026-07-28
DFAE
9.94%DIMENSIONAL ETF TRUST
Shares651.2K
Event2026-06-30
Filed2026-07-28
SCHE
-0.89%SCHWAB STRATEGIC TR
Shares623.2K
Event2026-06-30
Filed2026-07-28
DFAT
3.56%DIMENSIONAL ETF TRUST
Shares305.0K
Event2026-06-30
Filed2026-07-28
BNDX
11.25%VANGUARD CHARLOTTE FDS
Shares438.4K
Event2026-06-30
Filed2026-07-28
VCIT
5.32%VANGUARD SCOTTSDALE FDS
Shares255.2K
Event2026-06-30
Filed2026-07-28
SHYG
8.57%ISHARES TR
Shares453.8K
Event2026-06-30
Filed2026-07-28
DFAX
-0.86%DIMENSIONAL ETF TRUST
Shares480.6K
Event2026-06-30
Filed2026-07-28
VSS
13.60%VANGUARD INTL EQUITY INDEX F
Shares114.0K
Event2026-06-30
Filed2026-07-28
DFIV
8.69%DIMENSIONAL ETF TRUST
Shares323.3K
Event2026-06-30
Filed2026-07-28
MBB
9.18%ISHARES TR
Shares180.7K
Event2026-06-30
Filed2026-07-28
FNDF
-8.74%SCHWAB STRATEGIC TR
Shares256.8K
Event2026-06-30
Filed2026-07-28
VB
-2.66%VANGUARD INDEX FDS
Shares39.1K
Event2026-06-30
Filed2026-07-28
TIP
-1.74%ISHARES TR
Shares102.5K
Event2026-06-30
Filed2026-07-28
GOOG
-3.63%ALPHABET INC
Shares29.1K
Event2026-06-30
Filed2026-07-28
VWO
-4.61%VANGUARD INTL EQUITY INDEX F
Shares163.5K
Event2026-06-30
Filed2026-07-28
IGSB
0.13%ISHARES TR
Shares181.2K
Event2026-06-30
Filed2026-07-28
SCHC
5.47%SCHWAB STRATEGIC TR
Shares191.9K
Event2026-06-30
Filed2026-07-28
NVDA
-46.88%NVIDIA CORPORATION
Shares39.7K
Event2026-06-30
Filed2026-07-28
VEA
-6.86%VANGUARD TAX-MANAGED FDS
Shares111.5K
Event2026-06-30
Filed2026-07-28
SCHV
6.25%SCHWAB STRATEGIC TR
Shares219.2K
Event2026-06-30
Filed2026-07-28
STATE STR SPDR S&P 500 ETF T
38.04%STATE STR SPDR S&P 500 ETF T
Shares9.6K
Event2026-06-30
Filed2026-07-28
AMZN
-13.85%AMAZON COM INC
Shares23.7K
Event2026-06-30
Filed2026-07-28
DFAC
0.00%DIMENSIONAL ETF TRUST
Shares126.6K
Event2026-06-30
Filed2026-07-28
EMB
-0.50%ISHARES TR
Shares49.4K
Event2026-06-30
Filed2026-07-28
VBR
-7.30%VANGUARD INDEX FDS
Shares18.9K
Event2026-06-30
Filed2026-07-28
SCHR
192.11%SCHWAB STRATEGIC TR
Shares169.0K
Event2026-06-30
Filed2026-07-28
IGIB
121.49%ISHARES TR
Shares72.8K
Event2026-06-30
Filed2026-07-28
ISHARES TR
9.83%ISHARES TR
Shares4.8K
Event2026-06-30
Filed2026-07-28
AAPL
-15.69%APPLE INC
Shares11.2K
Event2026-06-30
Filed2026-07-28
BRK.B
119.22%BERKSHIRE HATHAWAY INC DEL
Shares6.3K
Event2026-06-30
Filed2026-07-28
GOOGL
-5.25%ALPHABET INC
Shares8.4K
Event2026-06-30
Filed2026-07-28
BND
-38.37%VANGUARD BD INDEX FDS
Shares38.5K
Event2026-06-30
Filed2026-07-28
ISHARES TR
-3.43%ISHARES TR
Shares28.5K
Event2026-06-30
Filed2026-07-28
CINF
0.00%CINCINNATI FINL CORP
Shares14.5K
Event2026-06-30
Filed2026-07-28
VANGUARD INDEX FDS
-8.70%VANGUARD INDEX FDS
Shares6.6K
Event2026-06-30
Filed2026-07-28
IJR
-1.75%ISHARES TR
Shares14.7K
Event2026-06-30
Filed2026-07-28
EFV
9.37%ISHARES TR
Shares26.7K
Event2026-06-30
Filed2026-07-28
SCHZ
-62.18%SCHWAB STRATEGIC TR
Shares85.8K
Event2026-06-30
Filed2026-07-28
IEMG
0.00%ISHARES INC
Shares23.2K
Event2026-06-30
Filed2026-07-28
CAT
-1.99%CATERPILLAR INC
Shares1.6K
Event2026-06-30
Filed2026-07-28
SCHH
-37.39%SCHWAB STRATEGIC TR
Shares71.7K
Event2026-06-30
Filed2026-07-28
VMBS
224.81%VANGUARD SCOTTSDALE FDS
Shares35.1K
Event2026-06-30
Filed2026-07-28
SCYB
27.29%SCHWAB STRATEGIC TR
Shares53.3K
Event2026-06-30
Filed2026-07-28
ISHARES TR
-2.58%ISHARES TR
Shares14.0K
Event2026-06-30
Filed2026-07-28
JPMORGAN CHASE & CO
-4.88%JPMORGAN CHASE & CO
Shares3.5K
Event2026-06-30
Filed2026-07-28
GLD
33.47%SPDR GOLD TR
Shares2.9K
Event2026-06-30
Filed2026-07-28
CHD
-6.11%CHURCH & DWIGHT CO INC
Shares10.8K
Event2026-06-30
Filed2026-07-28
GWW
0.00%WW GRAINGER INC
Shares760
Event2026-06-30
Filed2026-07-28
MU
9.02%MICRON TECHNOLOGY INC
Shares846
Event2026-06-30
Filed2026-07-28
MSFT
-26.04%MICROSOFT CORP
Shares2.5K
Event2026-06-30
Filed2026-07-28
IBM
-3.81%INTERNATIONAL BUSINESS MACHS
Shares3.3K
Event2026-06-30
Filed2026-07-28
HYG
-56.61%ISHARES TR
Shares10.7K
Event2026-06-30
Filed2026-07-28
IWR
0.00%ISHARES TR
Shares7.5K
Event2026-06-30
Filed2026-07-28
IESC
0.00%IES HOLDINGS INC
Shares1.1K
Event2026-06-30
Filed2026-07-28
NTRA
-0.91%NATERA INC
Shares2.9K
Event2026-06-30
Filed2026-07-28
META PLATFORMS INC
-12.65%META PLATFORMS INC
Shares1.3K
Event2026-06-30
Filed2026-07-28
VGK
-3.55%VANGUARD INTL EQUITY INDEX F
Shares8.4K
Event2026-06-30
Filed2026-07-28
EXXON MOBIL CORP
-5.81%EXXON MOBIL CORP
Shares5.4K
Event2026-06-30
Filed2026-07-28
IWF
300.00%ISHARES TR
Shares5.0K
Event2026-06-30
Filed2026-07-28
IWM
147.39%ISHARES TR
Shares2.0K
Event2026-06-30
Filed2026-07-28
STRL
NewSTERLING INFRASTRUCTURE INC
Shares663
Event2026-06-30
Filed2026-07-28
ORACLE CORP
-2.03%ORACLE CORP
Shares3.8K
Event2026-06-30
Filed2026-07-28
VNQ
-42.65%VANGUARD INDEX FDS
Shares5.5K
Event2026-06-30
Filed2026-07-28
IWP
0.00%ISHARES TR
Shares3.6K
Event2026-06-30
Filed2026-07-28
IAGG
6.49%ISHARES TR
Shares10.3K
Event2026-06-30
Filed2026-07-28
JNK
-46.39%SPDR SERIES TRUST
Shares5.2K
Event2026-06-30
Filed2026-07-28
GE
-11.68%GE AEROSPACE
Shares1.2K
Event2026-06-30
Filed2026-07-28
MDY
0.00%STATE STR SPDR S&P MIDCAP 40
Shares618
Event2026-06-30
Filed2026-07-28
GEV
-26.07%GE VERNOVA INC
Shares363
Event2026-06-30
Filed2026-07-28
UPS
-1.42%UNITED PARCEL SVCS INC
Shares4.0K
Event2026-06-30
Filed2026-07-28
WMT
-26.72%WALMART INC
Shares3.6K
Event2026-06-30
Filed2026-07-28
HPE
NewHEWLETT PACKARD ENTERPRISE C
Shares9.0K
Event2026-06-30
Filed2026-07-28
INTC
NewINTEL CORP
Shares2.9K
Event2026-06-30
Filed2026-07-28
CLS
NewCELESTICA INC
Shares1.1K
Event2026-06-30
Filed2026-07-28
VPL
0.00%VANGUARD INTL EQUITY INDEX F
Shares3.3K
Event2026-06-30
Filed2026-07-28
XLV
0.00%SELECT SECTOR SPDR TR
Shares2.4K
Event2026-06-30
Filed2026-07-28
TSLA
-15.11%TESLA INC
Shares882
Event2026-06-30
Filed2026-07-28
VEU
0.00%VANGUARD INTL EQUITY INDEX F
Shares4.2K
Event2026-06-30
Filed2026-07-28
AIP
NewARTERIS INC
Shares6.9K
Event2026-06-30
Filed2026-07-28
QCOM
-22.13%QUALCOMM INC
Shares1.7K
Event2026-06-30
Filed2026-07-28
SLV
NewISHARES SILVER TR
Shares6.0K
Event2026-06-30
Filed2026-07-28
CRDO
NewCREDO TECHNOLOGY GROUP HOLDI
Shares1.1K
Event2026-06-30
Filed2026-07-28
ADI
0.00%ANALOG DEVICES INC
Shares750
Event2026-06-30
Filed2026-07-28
POWL
NewPOWELL INDS INC
Shares1.0K
Event2026-06-30
Filed2026-07-28
WDC
NewWESTERN DIGITAL CORP
Shares449
Event2026-06-30
Filed2026-07-28
VXUS
0.00%VANGUARD STAR FDS
Shares3.4K
Event2026-06-30
Filed2026-07-28
TTM TECHNOLOGIES INC
NewTTM TECHNOLOGIES INC
Shares1.5K
Event2026-06-30
Filed2026-07-28
RSP
0.00%INVESCO EXCHANGE TRADED FD T
Shares1.3K
Event2026-06-30
Filed2026-07-28
FNB
0.00%F N B CORP
Shares14.1K
Event2026-06-30
Filed2026-07-28
SNPS
15.61%SYNOPSYS INC
Shares600
Event2026-06-30
Filed2026-07-28
LIN
-30.04%LINDE PLC
Shares510
Event2026-06-30
Filed2026-07-28
BROADCOM INC
-45.11%BROADCOM INC
Shares674
Event2026-06-30
Filed2026-07-28
FIX
-34.22%COMFORT SYS USA INC
Shares123
Event2026-06-30
Filed2026-07-28
TQQQ
NewPROSHARES TR
Shares2.8K
Event2026-06-30
Filed2026-07-28
GM
NewGENERAL MTRS CO
Shares2.9K
Event2026-06-30
Filed2026-07-28
CVX
1.45%CHEVRON CORPORATION
Shares1.3K
Event2026-06-30
Filed2026-07-28
EAT
NewBRINKER INTL INC
Shares1.3K
Event2026-06-30
Filed2026-07-28
INTU
-15.92%INTUIT
Shares803
Event2026-06-30
Filed2026-07-28
DLB
0.00%DOLBY LABORATORIES INC
Shares3.9K
Event2026-06-30
Filed2026-07-28
VISA INC
-17.80%VISA INC
Shares591
Event2026-06-30
Filed2026-07-28
BK
NewBANK OF NY MELLON CORP
Shares1.4K
Event2026-06-30
Filed2026-07-28
EGHT
-2.08%8X8 INC NEW
Shares19.0K
Event2026-06-30
Filed2026-07-28
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available