The Analysis of BlueSky Wealth Advisors, LLC's Holdings
Currently, BlueSky Wealth Advisors, LLC holds 80 types of securities in its portfolio with a total value $741.6M. In the most recent quarter, they have increased their positions in NVDA (+43.7K shares, valued at $8.2M), SCHZ (+117.6K shares, valued at $2.8M), VCSH (+27.7K shares, valued at $2.2M); decreased their positions in VV (-6.0K shares, valued at $1.8M), BND (-10.4K shares, valued at $775.4K), DFAX (-18.9K shares, valued at $593.1K); initiated new positions in QQQ (+892 shares, valued at $535.8K), UPS (+4.4K shares, valued at $364.4K), VGT (+476 shares, valued at $355.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR6.2M shares0.29%2025-09-302025-10-14
VCSH VANGUARD SCOTTSDALE FDS770.0K shares3.73%2025-09-302025-10-14 SCHZ SCHWAB STRATEGIC TR2.2M shares5.54%2025-09-302025-10-14 DFAX DIMENSIONAL ETF TRUST1.3M shares-1.42%2025-09-302025-10-14 SCHE SCHWAB STRATEGIC TR1.2M shares-1.09%2025-09-302025-10-14 SCHP SCHWAB STRATEGIC TR1.4M shares3.03%2025-09-302025-10-14 SCHF SCHWAB STRATEGIC TR1.4M shares-0.38%2025-09-302025-10-14 SCHA SCHWAB STRATEGIC TR984.8K shares0.19%2025-09-302025-10-14 VV VANGUARD INDEX FDS87.8K shares-6.34%2025-09-302025-10-14 VWOB VANGUARD WHITEHALL FDS377.9K shares1.71%2025-09-302025-10-14 SCHH SCHWAB STRATEGIC TR990.8K shares7.01%2025-09-302025-10-14 DFAT DIMENSIONAL ETF TRUST293.5K shares1.45%2025-09-302025-10-14 HYG ISHARES TR205.6K shares2.97%2025-09-302025-10-14 NVDA NVIDIA CORPORATION82.4K shares112.87%2025-09-302025-10-14 FNDF SCHWAB STRATEGIC TR330.0K shares-2.72%2025-09-302025-10-14 BND VANGUARD BD INDEX FDS169.5K shares-5.79%2025-09-302025-10-14 TIP ISHARES TR103.5K shares-4.80%2025-09-302025-10-14 IGSB ISHARES TR215.2K shares-3.87%2025-09-302025-10-14 VB VANGUARD INDEX FDS39.8K shares-3.86%2025-09-302025-10-14 VWO VANGUARD INTL EQUITY INDEX F184.0K shares-4.34%2025-09-302025-10-14 AGG ISHARES TR73.5K shares-1.40%2025-09-302025-10-14 VEA VANGUARD TAX-MANAGED FDS119.4K shares-3.47%2025-09-302025-10-14 GOOG ALPHABET INC29.4K shares-5.17%2025-09-302025-10-14 DFAC DIMENSIONAL ETF TRUST163.2K shares0.00%2025-09-302025-10-14 AMZN AMAZON COM INC26.4K shares4.33%2025-09-302025-10-14 VNQ VANGUARD INDEX FDS61.1K shares-3.43%2025-09-302025-10-14 SPY SPDR S&P 500 ETF TR7.5K shares-0.13%2025-09-302025-10-14 EMB ISHARES TR49.6K shares-2.97%2025-09-302025-10-14 VBR VANGUARD INDEX FDS17.9K shares-6.01%2025-09-302025-10-14 IVV ISHARES TR5.2K shares0.27%2025-09-302025-10-14 JNK SPDR SERIES TRUST29.2K shares-3.05%2025-09-302025-10-14 AAPL APPLE INC10.6K shares17.43%2025-09-302025-10-14 CINF CINCINNATI FINL CORP14.5K shares0.00%2025-09-302025-10-14 VTI VANGUARD INDEX FDS6.2K shares11.57%2025-09-302025-10-14 GOOGL ALPHABET INC8.1K shares3.83%2025-09-302025-10-14 IEMG ISHARES INC29.0K shares-0.42%2025-09-302025-10-14 IJR ISHARES TR15.3K shares0.45%2025-09-302025-10-14 BRK.B BERKSHIRE HATHAWAY INC DEL2.8K shares8.81%2025-09-302025-10-14 IEFA ISHARES TR15.7K shares-0.63%2025-09-302025-10-14 META META PLATFORMS INC1.8K shares6.12%2025-09-302025-10-14 MSFT MICROSOFT CORP2.1K shares29.91%2025-09-302025-10-14 JPM JPMORGAN CHASE & CO.3.4K shares-1.21%2025-09-302025-10-14 IYR ISHARES TR10.6K shares-0.04%2025-09-302025-10-14 CHD CHURCH & DWIGHT CO INC11.7K shares0.00%2025-09-302025-10-14 ORCL ORACLE CORP3.5K shares-7.38%2025-09-302025-10-14 CAT CATERPILLAR INC1.8K shares-3.60%2025-09-302025-10-14 IBM INTERNATIONAL BUSINESS MACHS2.9K shares0.00%2025-09-302025-10-14 VTV VANGUARD INDEX FDS4.3K shares3.02%2025-09-302025-10-14 GLD SPDR GOLD TR2.1K shares0.00%2025-09-302025-10-14 GWW GRAINGER W W INC760 shares0.00%2025-09-302025-10-14 IWR ISHARES TR7.5K shares0.00%2025-09-302025-10-14 VGK VANGUARD INTL EQUITY INDEX F8.4K shares0.00%2025-09-302025-10-14 IWF ISHARES TR1.3K shares6.37%2025-09-302025-10-14 XOM EXXON MOBIL CORP5.1K shares72.92%2025-09-302025-10-14 QQQ INVESCO QQQ TR892 sharesnew addition2025-09-302025-10-14 INTU INTUIT766 shares-0.26%2025-09-302025-10-14 IWP ISHARES TR3.6K shares0.00%2025-09-302025-10-14 NTRA NATERA INC2.8K shares0.00%2025-09-302025-10-14 VPL VANGUARD INTL EQUITY INDEX F5.1K shares0.00%2025-09-302025-10-14 IESC IES HLDGS INC1.1K shares0.00%2025-09-302025-10-14 TSLA TESLA INC949 shares0.00%2025-09-302025-10-14 MDY SPDR S&P MIDCAP 400 ETF TR618 shares25.35%2025-09-302025-10-14 UPS UNITED PARCEL SERVICE INC4.4K sharesnew addition2025-09-302025-10-14 WMT WALMART INC3.5K shares4.73%2025-09-302025-10-14 VGT VANGUARD WORLD FD476 sharesnew addition2025-09-302025-10-14 XLV SELECT SECTOR SPDR TR2.4K shares-0.42%2025-09-302025-10-14 GE GE AEROSPACE1.0K shares0.00%2025-09-302025-10-14 XSD SPDR SERIES TRUST954 sharesnew addition2025-09-302025-10-14 VOO VANGUARD INDEX FDS491 sharesnew addition2025-09-302025-10-14 VEU VANGUARD INTL EQUITY INDEX F4.2K shares0.00%2025-09-302025-10-14 DLB DOLBY LABORATORIES INC4.0K shares0.00%2025-09-302025-10-14 XLF SELECT SECTOR SPDR TR5.1K sharesnew addition2025-09-302025-10-14 QCOM QUALCOMM INC1.6K shares0.00%2025-09-302025-10-14 HD HOME DEPOT INC659 sharesnew addition2025-09-302025-10-14 SNPS SYNOPSYS INC519 shares23.87%2025-09-302025-10-14 V VISA INC690 sharesnew addition2025-09-302025-10-14 XLK SELECT SECTOR SPDR TR780 sharesnew addition2025-09-302025-10-14 MCD MCDONALDS CORP717 sharesnew addition2025-09-302025-10-14 MA MASTERCARD INCORPORATED380 shares0.00%2025-09-302025-10-14 EGHT 8X8 INC NEW18.8K shares0.00%2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available