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%
Stock Holdings
SCHX
SCHWAB STRATEGIC TR
-0.66%
Shares4.9M
Event2026-06-30
Filed2026-07-28
VGIT
VANGUARD SCOTTSDALE FDS
7.80%
Shares842.3K
Event2026-06-30
Filed2026-07-28
VTV
VANGUARD INDEX FDS
16.58%
Shares219.1K
Event2026-06-30
Filed2026-07-28
SCHF
SCHWAB STRATEGIC TR
6.78%
Shares1.7M
Event2026-06-30
Filed2026-07-28
SCHP
SCHWAB STRATEGIC TR
7.02%
Shares1.6M
Event2026-06-30
Filed2026-07-28
SCHA
SCHWAB STRATEGIC TR
5.57%
Shares1.1M
Event2026-06-30
Filed2026-07-28
VCSH
VANGUARD SCOTTSDALE FDS
-3.37%
Shares427.2K
Event2026-06-30
Filed2026-07-28
VWOB
VANGUARD WHITEHALL FDS
7.19%
Shares435.7K
Event2026-06-30
Filed2026-07-28
VV
VANGUARD INDEX FDS
-1.93%
Shares79.2K
Event2026-06-30
Filed2026-07-28
DFAE
DIMENSIONAL ETF TRUST
9.94%
Shares651.2K
Event2026-06-30
Filed2026-07-28
SCHE
SCHWAB STRATEGIC TR
-0.89%
Shares623.2K
Event2026-06-30
Filed2026-07-28
DFAT
DIMENSIONAL ETF TRUST
3.56%
Shares305.0K
Event2026-06-30
Filed2026-07-28
BNDX
VANGUARD CHARLOTTE FDS
11.25%
Shares438.4K
Event2026-06-30
Filed2026-07-28
VCIT
VANGUARD SCOTTSDALE FDS
5.32%
Shares255.2K
Event2026-06-30
Filed2026-07-28
SHYG
ISHARES TR
8.57%
Shares453.8K
Event2026-06-30
Filed2026-07-28
DFAX
DIMENSIONAL ETF TRUST
-0.86%
Shares480.6K
Event2026-06-30
Filed2026-07-28
VSS
VANGUARD INTL EQUITY INDEX F
13.60%
Shares114.0K
Event2026-06-30
Filed2026-07-28
DFIV
DIMENSIONAL ETF TRUST
8.69%
Shares323.3K
Event2026-06-30
Filed2026-07-28
MBB
ISHARES TR
9.18%
Shares180.7K
Event2026-06-30
Filed2026-07-28
FNDF
SCHWAB STRATEGIC TR
-8.74%
Shares256.8K
Event2026-06-30
Filed2026-07-28
VB
VANGUARD INDEX FDS
-2.66%
Shares39.1K
Event2026-06-30
Filed2026-07-28
TIP
ISHARES TR
-1.74%
Shares102.5K
Event2026-06-30
Filed2026-07-28
GOOG
ALPHABET INC
-3.63%
Shares29.1K
Event2026-06-30
Filed2026-07-28
VWO
VANGUARD INTL EQUITY INDEX F
-4.61%
Shares163.5K
Event2026-06-30
Filed2026-07-28
IGSB
ISHARES TR
0.13%
Shares181.2K
Event2026-06-30
Filed2026-07-28
SCHC
SCHWAB STRATEGIC TR
5.47%
Shares191.9K
Event2026-06-30
Filed2026-07-28
NVDA
NVIDIA CORPORATION
-46.88%
Shares39.7K
Event2026-06-30
Filed2026-07-28
VEA
VANGUARD TAX-MANAGED FDS
-6.86%
Shares111.5K
Event2026-06-30
Filed2026-07-28
SCHV
SCHWAB STRATEGIC TR
6.25%
Shares219.2K
Event2026-06-30
Filed2026-07-28
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
38.04%
Shares9.6K
Event2026-06-30
Filed2026-07-28
AMZN
AMAZON COM INC
-13.85%
Shares23.7K
Event2026-06-30
Filed2026-07-28
DFAC
DIMENSIONAL ETF TRUST
0.00%
Shares126.6K
Event2026-06-30
Filed2026-07-28
EMB
ISHARES TR
-0.50%
Shares49.4K
Event2026-06-30
Filed2026-07-28
VBR
VANGUARD INDEX FDS
-7.30%
Shares18.9K
Event2026-06-30
Filed2026-07-28
SCHR
SCHWAB STRATEGIC TR
192.11%
Shares169.0K
Event2026-06-30
Filed2026-07-28
IGIB
ISHARES TR
121.49%
Shares72.8K
Event2026-06-30
Filed2026-07-28
ISHARES TR
ISHARES TR
9.83%
Shares4.8K
Event2026-06-30
Filed2026-07-28
AAPL
APPLE INC
-15.69%
Shares11.2K
Event2026-06-30
Filed2026-07-28
BRK.B
BERKSHIRE HATHAWAY INC DEL
119.22%
Shares6.3K
Event2026-06-30
Filed2026-07-28
GOOGL
ALPHABET INC
-5.25%
Shares8.4K
Event2026-06-30
Filed2026-07-28
BND
VANGUARD BD INDEX FDS
-38.37%
Shares38.5K
Event2026-06-30
Filed2026-07-28
ISHARES TR
ISHARES TR
-3.43%
Shares28.5K
Event2026-06-30
Filed2026-07-28
CINF
CINCINNATI FINL CORP
0.00%
Shares14.5K
Event2026-06-30
Filed2026-07-28
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-8.70%
Shares6.6K
Event2026-06-30
Filed2026-07-28
IJR
ISHARES TR
-1.75%
Shares14.7K
Event2026-06-30
Filed2026-07-28
EFV
ISHARES TR
9.37%
Shares26.7K
Event2026-06-30
Filed2026-07-28
SCHZ
SCHWAB STRATEGIC TR
-62.18%
Shares85.8K
Event2026-06-30
Filed2026-07-28
IEMG
ISHARES INC
0.00%
Shares23.2K
Event2026-06-30
Filed2026-07-28
CAT
CATERPILLAR INC
-1.99%
Shares1.6K
Event2026-06-30
Filed2026-07-28
SCHH
SCHWAB STRATEGIC TR
-37.39%
Shares71.7K
Event2026-06-30
Filed2026-07-28
VMBS
VANGUARD SCOTTSDALE FDS
224.81%
Shares35.1K
Event2026-06-30
Filed2026-07-28
SCYB
SCHWAB STRATEGIC TR
27.29%
Shares53.3K
Event2026-06-30
Filed2026-07-28
ISHARES TR
ISHARES TR
-2.58%
Shares14.0K
Event2026-06-30
Filed2026-07-28
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
-4.88%
Shares3.5K
Event2026-06-30
Filed2026-07-28
GLD
SPDR GOLD TR
33.47%
Shares2.9K
Event2026-06-30
Filed2026-07-28
CHD
CHURCH & DWIGHT CO INC
-6.11%
Shares10.8K
Event2026-06-30
Filed2026-07-28
GWW
WW GRAINGER INC
0.00%
Shares760
Event2026-06-30
Filed2026-07-28
MU
MICRON TECHNOLOGY INC
9.02%
Shares846
Event2026-06-30
Filed2026-07-28
MSFT
MICROSOFT CORP
-26.04%
Shares2.5K
Event2026-06-30
Filed2026-07-28
IBM
INTERNATIONAL BUSINESS MACHS
-3.81%
Shares3.3K
Event2026-06-30
Filed2026-07-28
HYG
ISHARES TR
-56.61%
Shares10.7K
Event2026-06-30
Filed2026-07-28
IWR
ISHARES TR
0.00%
Shares7.5K
Event2026-06-30
Filed2026-07-28
IESC
IES HOLDINGS INC
0.00%
Shares1.1K
Event2026-06-30
Filed2026-07-28
NTRA
NATERA INC
-0.91%
Shares2.9K
Event2026-06-30
Filed2026-07-28
META PLATFORMS INC
META PLATFORMS INC
-12.65%
Shares1.3K
Event2026-06-30
Filed2026-07-28
VGK
VANGUARD INTL EQUITY INDEX F
-3.55%
Shares8.4K
Event2026-06-30
Filed2026-07-28
EXXON MOBIL CORP
EXXON MOBIL CORP
-5.81%
Shares5.4K
Event2026-06-30
Filed2026-07-28
IWF
ISHARES TR
300.00%
Shares5.0K
Event2026-06-30
Filed2026-07-28
IWM
ISHARES TR
147.39%
Shares2.0K
Event2026-06-30
Filed2026-07-28
STRL
STERLING INFRASTRUCTURE INC
New
Shares663
Event2026-06-30
Filed2026-07-28
ORACLE CORP
ORACLE CORP
-2.03%
Shares3.8K
Event2026-06-30
Filed2026-07-28
VNQ
VANGUARD INDEX FDS
-42.65%
Shares5.5K
Event2026-06-30
Filed2026-07-28
IWP
ISHARES TR
0.00%
Shares3.6K
Event2026-06-30
Filed2026-07-28
IAGG
ISHARES TR
6.49%
Shares10.3K
Event2026-06-30
Filed2026-07-28
JNK
SPDR SERIES TRUST
-46.39%
Shares5.2K
Event2026-06-30
Filed2026-07-28
GE
GE AEROSPACE
-11.68%
Shares1.2K
Event2026-06-30
Filed2026-07-28
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares618
Event2026-06-30
Filed2026-07-28
GEV
GE VERNOVA INC
-26.07%
Shares363
Event2026-06-30
Filed2026-07-28
UPS
UNITED PARCEL SVCS INC
-1.42%
Shares4.0K
Event2026-06-30
Filed2026-07-28
WMT
WALMART INC
-26.72%
Shares3.6K
Event2026-06-30
Filed2026-07-28
HPE
HEWLETT PACKARD ENTERPRISE C
New
Shares9.0K
Event2026-06-30
Filed2026-07-28
INTC
INTEL CORP
New
Shares2.9K
Event2026-06-30
Filed2026-07-28
CLS
CELESTICA INC
New
Shares1.1K
Event2026-06-30
Filed2026-07-28
VPL
VANGUARD INTL EQUITY INDEX F
0.00%
Shares3.3K
Event2026-06-30
Filed2026-07-28
XLV
SELECT SECTOR SPDR TR
0.00%
Shares2.4K
Event2026-06-30
Filed2026-07-28
TSLA
TESLA INC
-15.11%
Shares882
Event2026-06-30
Filed2026-07-28
VEU
VANGUARD INTL EQUITY INDEX F
0.00%
Shares4.2K
Event2026-06-30
Filed2026-07-28
AIP
ARTERIS INC
New
Shares6.9K
Event2026-06-30
Filed2026-07-28
QCOM
QUALCOMM INC
-22.13%
Shares1.7K
Event2026-06-30
Filed2026-07-28
SLV
ISHARES SILVER TR
New
Shares6.0K
Event2026-06-30
Filed2026-07-28
CRDO
CREDO TECHNOLOGY GROUP HOLDI
New
Shares1.1K
Event2026-06-30
Filed2026-07-28
ADI
ANALOG DEVICES INC
0.00%
Shares750
Event2026-06-30
Filed2026-07-28
POWL
POWELL INDS INC
New
Shares1.0K
Event2026-06-30
Filed2026-07-28
WDC
WESTERN DIGITAL CORP
New
Shares449
Event2026-06-30
Filed2026-07-28
VXUS
VANGUARD STAR FDS
0.00%
Shares3.4K
Event2026-06-30
Filed2026-07-28
TTM TECHNOLOGIES INC
TTM TECHNOLOGIES INC
New
Shares1.5K
Event2026-06-30
Filed2026-07-28
RSP
INVESCO EXCHANGE TRADED FD T
0.00%
Shares1.3K
Event2026-06-30
Filed2026-07-28
FNB
F N B CORP
0.00%
Shares14.1K
Event2026-06-30
Filed2026-07-28
SNPS
SYNOPSYS INC
15.61%
Shares600
Event2026-06-30
Filed2026-07-28
LIN
LINDE PLC
-30.04%
Shares510
Event2026-06-30
Filed2026-07-28
BROADCOM INC
BROADCOM INC
-45.11%
Shares674
Event2026-06-30
Filed2026-07-28
FIX
COMFORT SYS USA INC
-34.22%
Shares123
Event2026-06-30
Filed2026-07-28
TQQQ
PROSHARES TR
New
Shares2.8K
Event2026-06-30
Filed2026-07-28
GM
GENERAL MTRS CO
New
Shares2.9K
Event2026-06-30
Filed2026-07-28
CVX
CHEVRON CORPORATION
1.45%
Shares1.3K
Event2026-06-30
Filed2026-07-28
EAT
BRINKER INTL INC
New
Shares1.3K
Event2026-06-30
Filed2026-07-28
INTU
INTUIT
-15.92%
Shares803
Event2026-06-30
Filed2026-07-28
DLB
DOLBY LABORATORIES INC
0.00%
Shares3.9K
Event2026-06-30
Filed2026-07-28
VISA INC
VISA INC
-17.80%
Shares591
Event2026-06-30
Filed2026-07-28
BK
BANK OF NY MELLON CORP
New
Shares1.4K
Event2026-06-30
Filed2026-07-28
EGHT
8X8 INC NEW
-2.08%
Shares19.0K
Event2026-06-30
Filed2026-07-28

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
BlueSky Wealth Advisors, LLC Institutional Holdings, Portfolio & P&L — TradeFomo