Sponsored

The Analysis of BlueSky Wealth Advisors, LLC's Holdings & P&L

Currently, BlueSky Wealth Advisors, LLC holds 115 types of securities in its portfolio with a total value $776.5M. In the most recent quarter, they have increased their positions in VGIT (+781.4K shares, valued at $46.5M), VTV (+183.6K shares, valued at $36.0M), DFAE (+592.4K shares, valued at $20.1M); decreased their positions in SCHZ (-2.2M shares, valued at $50.5M), SCHX (-1.3M shares, valued at $34.1M), VCSH (-380.1K shares, valued at $30.1M); initiated new positions in VGIT (+781.4K shares, valued at $46.5M), DFAE (+592.4K shares, valued at $20.1M), VCIT (+242.3K shares, valued at $20.0M).

1M P&L

+16.9M+2.11%

3M P&L

+16.8M+2.09%

HY P&L

+59.8M+7.89%

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/A718.9M

94.5%

2Semiconductors13.8M

1.8%

3Internet Retail5.7M

0.8%

Top Industries by Stock Count

1N/A62 stocks

59.6%

2Semiconductors4 stocks

3.8%

3Software - Infrastructure4 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR4.9M shares-21.40%2026-03-312026-04-16

VGIT VANGUARD SCOTTSDALE FDS781.4K sharesnew addition2026-03-312026-04-16

SCHP SCHWAB STRATEGIC TR1.5M shares1.17%2026-03-312026-04-16

SCHF SCHWAB STRATEGIC TR1.6M shares13.91%2026-03-312026-04-16

VTV VANGUARD INDEX FDS187.9K shares4243.78%2026-03-312026-04-16

VCSH VANGUARD SCOTTSDALE FDS442.1K shares-46.23%2026-03-312026-04-16

SCHA SCHWAB STRATEGIC TR1.0M shares4.18%2026-03-312026-04-16

VWOB VANGUARD WHITEHALL FDS406.5K shares3.28%2026-03-312026-04-16

Sponsored

VV VANGUARD INDEX FDS80.8K shares-8.27%2026-03-312026-04-16

SCHE SCHWAB STRATEGIC TR628.8K shares-47.01%2026-03-312026-04-16

DFAE DIMENSIONAL ETF TRUST592.4K sharesnew addition2026-03-312026-04-16

VCIT VANGUARD SCOTTSDALE FDS242.3K sharesnew addition2026-03-312026-04-16

BNDX VANGUARD CHARLOTTE FDS394.1K sharesnew addition2026-03-312026-04-16

DFAT DIMENSIONAL ETF TRUST294.5K shares-0.35%2026-03-312026-04-16

SHYG ISHARES TR418.0K sharesnew addition2026-03-312026-04-16

DFAX DIMENSIONAL ETF TRUST484.7K shares-63.20%2026-03-312026-04-16

Sponsored

MBB ISHARES TR165.5K sharesnew addition2026-03-312026-04-16

DFIV DIMENSIONAL ETF TRUST297.5K sharesnew addition2026-03-312026-04-16

VSS VANGUARD INTL EQUITY INDEX F100.3K sharesnew addition2026-03-312026-04-16

FNDF SCHWAB STRATEGIC TR281.4K shares-13.66%2026-03-312026-04-16

NVDA NVIDIA CORPORATION74.7K shares91.80%2026-03-312026-04-16

TIP ISHARES TR104.4K shares0.75%2026-03-312026-04-16

VB VANGUARD INDEX FDS40.2K shares1.58%2026-03-312026-04-16

IGSB ISHARES TR181.0K shares-15.15%2026-03-312026-04-16

Sponsored

VWO VANGUARD INTL EQUITY INDEX F171.4K shares-3.45%2026-03-312026-04-16

ALPHABET INC ALPHABET INC30.2K shares3.25%2026-03-312026-04-16

SCHC SCHWAB STRATEGIC TR182.0K sharesnew addition2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS119.7K shares1.95%2026-03-312026-04-16

SCHV SCHWAB STRATEGIC TR206.3K sharesnew addition2026-03-312026-04-16

AMZN AMAZON COM INC27.5K shares4.23%2026-03-312026-04-16

SCHZ SCHWAB STRATEGIC TR226.8K shares-90.55%2026-03-312026-04-16

DFAC DIMENSIONAL ETF TRUST126.6K shares-22.39%2026-03-312026-04-16

Sponsored

EMB ISHARES TR49.6K shares1.17%2026-03-312026-04-16

BND VANGUARD BD INDEX FDS62.5K shares-62.50%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T6.9K shares-6.84%2026-03-312026-04-16

VBR VANGUARD INDEX FDS20.4K shares6.33%2026-03-312026-04-16

AAPL APPLE INC13.3K shares25.58%2026-03-312026-04-16

AGG ISHARES TR29.5K shares-59.25%2026-03-312026-04-16

IVV ISHARES TR4.4K shares-16.45%2026-03-312026-04-16

ALPHABET INC ALPHABET INC8.9K shares8.94%2026-03-312026-04-16

Sponsored

SCHH SCHWAB STRATEGIC TR114.5K shares-88.85%2026-03-312026-04-16

VTI VANGUARD INDEX FDS7.2K shares15.49%2026-03-312026-04-16

CINF CINCINNATI FINL CORP14.5K shares0.00%2026-03-312026-04-16

HYG ISHARES TR24.7K shares-88.66%2026-03-312026-04-16

IJR ISHARES TR15.0K shares1.47%2026-03-312026-04-16

EFV ISHARES TR24.4K sharesnew addition2026-03-312026-04-16

IGIB ISHARES TR32.9K sharesnew addition2026-03-312026-04-16

IEMG ISHARES INC23.2K shares-18.58%2026-03-312026-04-16

Sponsored

SCHR SCHWAB STRATEGIC TR57.9K sharesnew addition2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.9K shares8.71%2026-03-312026-04-16

IEFA ISHARES TR14.3K shares-4.44%2026-03-312026-04-16

MSFT MICROSOFT CORP3.4K shares67.33%2026-03-312026-04-16

CAT CATERPILLAR INC1.7K shares3.62%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO3.7K shares9.16%2026-03-312026-04-16

SCYB SCHWAB STRATEGIC TR41.8K sharesnew addition2026-03-312026-04-16

CHD CHURCH & DWIGHT CO INC11.5K shares-2.29%2026-03-312026-04-16

Sponsored

XOM EXXON MOBIL CORP5.7K shares12.01%2026-03-312026-04-16

SPDR SERIES TRUST SPDR SERIES TRUST9.7K shares-66.75%2026-03-312026-04-16

GLD SPDR GOLD TR2.1K shares0.00%2026-03-312026-04-16

META META PLATFORMS INC1.5K shares8.19%2026-03-312026-04-16

VNQ VANGUARD INDEX FDS9.6K shares-84.75%2026-03-312026-04-16

GWW WW GRAINGER INC760 shares0.00%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS3.4K shares20.03%2026-03-312026-04-16

IWR ISHARES TR7.5K shares0.00%2026-03-312026-04-16

Sponsored

VGK VANGUARD INTL EQUITY INDEX F8.7K shares3.68%2026-03-312026-04-16

WMT WALMART INC5.0K shares43.26%2026-03-312026-04-16

NTRA NATERA INC3.0K shares5.09%2026-03-312026-04-16

ORCL ORACLE CORP3.8K shares8.87%2026-03-312026-04-16

IWF ISHARES TR1.3K shares0.00%2026-03-312026-04-16

IESC IES HOLDINGS INC1.1K shares0.00%2026-03-312026-04-16

VMBS VANGUARD SCOTTSDALE FDS10.8K sharesnew addition2026-03-312026-04-16

IAGG ISHARES TR9.6K sharesnew addition2026-03-312026-04-16

Sponsored

IWP ISHARES TR3.6K shares-0.80%2026-03-312026-04-16

GEV GE VERNOVA INC491 sharesnew addition2026-03-312026-04-16

INTU INTUIT955 shares24.67%2026-03-312026-04-16

BKNG BOOKING HOLDINGS INC94 sharesnew addition2026-03-312026-04-16

UPS UNITED PARCEL SVCS INC4.0K shares-4.53%2026-03-312026-04-16

TSLA TESLA INC1.0K shares36.89%2026-03-312026-04-16

MDY STATE STR SPDR S&P MIDCAP 40618 shares0.00%2026-03-312026-04-16

BROADCOM INC BROADCOM INC1.2K sharesnew addition2026-03-312026-04-16

Sponsored

GE AEROSPACE GE AEROSPACE1.3K shares28.93%2026-03-312026-04-16

LINDE PLC LINDE PLC729 sharesnew addition2026-03-312026-04-16

XLV SELECT SECTOR SPDR TR2.4K shares0.00%2026-03-312026-04-16

VGT VANGUARD WORLD FD500 shares0.00%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION337 sharesnew addition2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO5.5K sharesnew addition2026-03-312026-04-16

VPL VANGUARD INTL EQUITY INDEX F3.3K shares-33.88%2026-03-312026-04-16

VEU VANGUARD INTL EQUITY INDEX F4.2K shares0.00%2026-03-312026-04-16

Sponsored

INVESCO QQQ TR INVESCO QQQ TR542 shares46.09%2026-03-312026-04-16

QCOM QUALCOMM INC2.2K shares38.00%2026-03-312026-04-16

MMC MARSH & MCLENNAN COS INC1.6K sharesnew addition2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS463 shares-12.14%2026-03-312026-04-16

CVX CHEVRON CORPORATION1.3K sharesnew addition2026-03-312026-04-16

SMH VANECK ETF TRUST685 sharesnew addition2026-03-312026-04-16

MU MICRON TECHNOLOGY INC776 sharesnew addition2026-03-312026-04-16

VXUS VANGUARD STAR FDS3.4K sharesnew addition2026-03-312026-04-16

Sponsored

PLTR PALANTIR TECHNOLOGIES INC1.8K sharesnew addition2026-03-312026-04-16

FIX COMFORT SYS USA INC187 sharesnew addition2026-03-312026-04-16

PEP PEPSICO INC1.6K sharesnew addition2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3K sharesnew addition2026-03-312026-04-16

PCG PG&E CORP14.1K sharesnew addition2026-03-312026-04-16

REGN REGENERON PHARMACEUTICALS320 sharesnew addition2026-03-312026-04-16

AON PLC AON PLC765 sharesnew addition2026-03-312026-04-16

ADI ANALOG DEVICES INC750 shares0.00%2026-03-312026-04-16

Sponsored

FNB F N B CORP14.1K sharesnew addition2026-03-312026-04-16

DLB DOLBY LABORATORIES INC3.9K shares0.00%2026-03-312026-04-16

SPGI S&P GLOBAL INC528 sharesnew addition2026-03-312026-04-16

MCD MCDONALDS CORP718 shares0.14%2026-03-312026-04-16

V VISA INC719 shares4.20%2026-03-312026-04-16

TJX TJX COS INC NEW1.3K sharesnew addition2026-03-312026-04-16

ABNB AIRBNB INC1.7K sharesnew addition2026-03-312026-04-16

XLK SELECT SECTOR SPDR TR1.6K sharesnew addition2026-03-312026-04-16

Sponsored

SNPS SYNOPSYS INC519 shares0.00%2026-03-312026-04-16

IWM ISHARES TR823 sharesnew addition2026-03-312026-04-16

EGHT 8X8 INC NEW19.4K shares3.52%2026-03-312026-04-16

SCHX

SCHWAB STRATEGIC TR

-21.40%

Shares4.9M

Event2026-03-31

Filed2026-04-16

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares781.4K

Event2026-03-31

Filed2026-04-16

SCHP

SCHWAB STRATEGIC TR

1.17%

Shares1.5M

Event2026-03-31

Filed2026-04-16

SCHF

SCHWAB STRATEGIC TR

13.91%

Shares1.6M

Event2026-03-31

Filed2026-04-16

VTV

VANGUARD INDEX FDS

4243.78%

Shares187.9K

Event2026-03-31

Filed2026-04-16

VCSH

VANGUARD SCOTTSDALE FDS

-46.23%

Shares442.1K

Event2026-03-31

Filed2026-04-16

SCHA

SCHWAB STRATEGIC TR

4.18%

Shares1.0M

Event2026-03-31

Filed2026-04-16

VWOB

VANGUARD WHITEHALL FDS

3.28%

Shares406.5K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-8.27%

Shares80.8K

Event2026-03-31

Filed2026-04-16

SCHE

SCHWAB STRATEGIC TR

-47.01%

Shares628.8K

Event2026-03-31

Filed2026-04-16

DFAE

DIMENSIONAL ETF TRUST

New

Shares592.4K

Event2026-03-31

Filed2026-04-16

VCIT

VANGUARD SCOTTSDALE FDS

New

Shares242.3K

Event2026-03-31

Filed2026-04-16

BNDX

VANGUARD CHARLOTTE FDS

New

Shares394.1K

Event2026-03-31

Filed2026-04-16

DFAT

DIMENSIONAL ETF TRUST

-0.35%

Shares294.5K

Event2026-03-31

Filed2026-04-16

SHYG

ISHARES TR

New

Shares418.0K

Event2026-03-31

Filed2026-04-16

DFAX

DIMENSIONAL ETF TRUST

-63.20%

Shares484.7K

Event2026-03-31

Filed2026-04-16

MBB

ISHARES TR

New

Shares165.5K

Event2026-03-31

Filed2026-04-16

DFIV

DIMENSIONAL ETF TRUST

New

Shares297.5K

Event2026-03-31

Filed2026-04-16

VSS

VANGUARD INTL EQUITY INDEX F

New

Shares100.3K

Event2026-03-31

Filed2026-04-16

FNDF

SCHWAB STRATEGIC TR

-13.66%

Shares281.4K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

91.80%

Shares74.7K

Event2026-03-31

Filed2026-04-16

TIP

ISHARES TR

0.75%

Shares104.4K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

1.58%

Shares40.2K

Event2026-03-31

Filed2026-04-16

IGSB

ISHARES TR

-15.15%

Shares181.0K

Event2026-03-31

Filed2026-04-16

VWO

VANGUARD INTL EQUITY INDEX F

-3.45%

Shares171.4K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

3.25%

Shares30.2K

Event2026-03-31

Filed2026-04-16

SCHC

SCHWAB STRATEGIC TR

New

Shares182.0K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

1.95%

Shares119.7K

Event2026-03-31

Filed2026-04-16

SCHV

SCHWAB STRATEGIC TR

New

Shares206.3K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

4.23%

Shares27.5K

Event2026-03-31

Filed2026-04-16

SCHZ

SCHWAB STRATEGIC TR

-90.55%

Shares226.8K

Event2026-03-31

Filed2026-04-16

DFAC

DIMENSIONAL ETF TRUST

-22.39%

Shares126.6K

Event2026-03-31

Filed2026-04-16

EMB

ISHARES TR

1.17%

Shares49.6K

Event2026-03-31

Filed2026-04-16

BND

VANGUARD BD INDEX FDS

-62.50%

Shares62.5K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

-6.84%

Shares6.9K

Event2026-03-31

Filed2026-04-16

VBR

VANGUARD INDEX FDS

6.33%

Shares20.4K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

25.58%

Shares13.3K

Event2026-03-31

Filed2026-04-16

AGG

ISHARES TR

-59.25%

Shares29.5K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

-16.45%

Shares4.4K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

8.94%

Shares8.9K

Event2026-03-31

Filed2026-04-16

SCHH

SCHWAB STRATEGIC TR

-88.85%

Shares114.5K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

15.49%

Shares7.2K

Event2026-03-31

Filed2026-04-16

CINF

CINCINNATI FINL CORP

0.00%

Shares14.5K

Event2026-03-31

Filed2026-04-16

HYG

ISHARES TR

-88.66%

Shares24.7K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

1.47%

Shares15.0K

Event2026-03-31

Filed2026-04-16

EFV

ISHARES TR

New

Shares24.4K

Event2026-03-31

Filed2026-04-16

IGIB

ISHARES TR

New

Shares32.9K

Event2026-03-31

Filed2026-04-16

IEMG

ISHARES INC

-18.58%

Shares23.2K

Event2026-03-31

Filed2026-04-16

SCHR

SCHWAB STRATEGIC TR

New

Shares57.9K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

8.71%

Shares2.9K

Event2026-03-31

Filed2026-04-16

IEFA

ISHARES TR

-4.44%

Shares14.3K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

67.33%

Shares3.4K

Event2026-03-31

Filed2026-04-16

CAT

CATERPILLAR INC

3.62%

Shares1.7K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

9.16%

Shares3.7K

Event2026-03-31

Filed2026-04-16

SCYB

SCHWAB STRATEGIC TR

New

Shares41.8K

Event2026-03-31

Filed2026-04-16

CHD

CHURCH & DWIGHT CO INC

-2.29%

Shares11.5K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

12.01%

Shares5.7K

Event2026-03-31

Filed2026-04-16

SPDR SERIES TRUST

-66.75%

Shares9.7K

Event2026-03-31

Filed2026-04-16

GLD

SPDR GOLD TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-16