The Analysis of BlueSky Wealth Advisors, LLC's Holdings
Currently, BlueSky Wealth Advisors, LLC holds 78 types of securities in its portfolio with a total value $758.3M. In the most recent quarter, they have increased their positions in VCSH (+52.2K shares, valued at $4.2M), SCHZ (+159.4K shares, valued at $3.7M), SCHP (+112.6K shares, valued at $3.0M); decreased their positions in NVDA (-43.5K shares, valued at $8.1M), VWO (-6.4K shares, valued at $346.1K), N/A (-521 shares, valued at $320.1K); initiated new positions in BDX (+1.1K shares, valued at $205.5K), ADI (+750 shares, valued at $203.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHX SCHWAB STRATEGIC TR6.2M shares1.01%2025-12-312026-01-26
VCSH VANGUARD SCOTTSDALE FDS822.2K shares6.78%2025-12-312026-01-26 SCHZ SCHWAB STRATEGIC TR2.4M shares7.11%2025-12-312026-01-26 DFAX DIMENSIONAL ETF TRUST1.3M shares0.58%2025-12-312026-01-26 SCHP SCHWAB STRATEGIC TR1.5M shares8.12%2025-12-312026-01-26 SCHE SCHWAB STRATEGIC TR1.2M shares1.91%2025-12-312026-01-26 SCHF SCHWAB STRATEGIC TR1.4M shares1.02%2025-12-312026-01-26 SCHA SCHWAB STRATEGIC TR997.4K shares1.28%2025-12-312026-01-26 VV VANGUARD INDEX FDS88.1K shares0.26%2025-12-312026-01-26 VWOB VANGUARD WHITEHALL FDS393.6K shares4.15%2025-12-312026-01-26 SCHH SCHWAB STRATEGIC TR1.0M shares3.65%2025-12-312026-01-26 DFAT DIMENSIONAL ETF TRUST295.6K shares0.71%2025-12-312026-01-26 HYG ISHARES TR217.5K shares5.76%2025-12-312026-01-26 FNDF SCHWAB STRATEGIC TR325.9K shares-1.23%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS166.6K shares-1.70%2025-12-312026-01-26 TIP ISHARES TR103.6K shares0.06%2025-12-312026-01-26 IGSB ISHARES TR213.3K shares-0.88%2025-12-312026-01-26 VB VANGUARD INDEX FDS39.5K shares-0.69%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F177.5K shares-3.50%2025-12-312026-01-26 ALPHABET INC ALPHABET INC29.3K shares-0.26%2025-12-312026-01-26 VEA VANGUARD TAX-MANAGED FDS117.4K shares-1.64%2025-12-312026-01-26 NVDA NVIDIA CORPORATION39.0K shares-52.72%2025-12-312026-01-26 AGG ISHARES TR72.5K shares-1.39%2025-12-312026-01-26 DFAC DIMENSIONAL ETF TRUST163.2K shares0.00%2025-12-312026-01-26 AMZN AMAZON COM INC26.4K shares0.00%2025-12-312026-01-26 VNQ VANGUARD INDEX FDS62.9K shares3.02%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR7.5K shares-0.27%2025-12-312026-01-26 EMB ISHARES TR49.0K shares-1.21%2025-12-312026-01-26 VBR VANGUARD INDEX FDS19.1K shares7.13%2025-12-312026-01-26 IVV ISHARES TR5.2K shares1.59%2025-12-312026-01-26 AAPL APPLE INC10.6K shares-0.41%2025-12-312026-01-26 ALPHABET INC ALPHABET INC8.1K shares0.00%2025-12-312026-01-26 CINF CINCINNATI FINL CORP14.5K shares0.00%2025-12-312026-01-26 VTI VANGUARD INDEX FDS6.2K shares0.00%2025-12-312026-01-26 IEMG ISHARES INC28.4K shares-1.84%2025-12-312026-01-26 IJR ISHARES TR14.8K shares-3.07%2025-12-312026-01-26 IEFA ISHARES TR15.0K shares-4.20%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.3.4K shares0.00%2025-12-312026-01-26 MSFT MICROSOFT CORP2.1K shares-3.48%2025-12-312026-01-26 CHD CHURCH & DWIGHT CO INC11.7K shares0.00%2025-12-312026-01-26 META META PLATFORMS INC1.4K shares-21.41%2025-12-312026-01-26 IYR ISHARES TR9.9K shares-6.98%2025-12-312026-01-26 CAT CATERPILLAR INC1.6K shares-11.96%2025-12-312026-01-26 GLD SPDR GOLD TR2.1K shares0.00%2025-12-312026-01-26 IBM INTERNATIONAL BUSINESS MACHS2.8K shares-0.59%2025-12-312026-01-26 VTV VANGUARD INDEX FDS4.3K shares0.00%2025-12-312026-01-26 GWW WW GRAINGER INC760 shares0.00%2025-12-312026-01-26 IWR ISHARES TR7.5K shares0.00%2025-12-312026-01-26 VGK VANGUARD INTL EQUITY INDEX F8.4K shares0.00%2025-12-312026-01-26 ORCL ORACLE CORP3.5K shares0.00%2025-12-312026-01-26 NTRA NATERA INC2.8K shares0.00%2025-12-312026-01-26 XOM EXXON MOBIL CORP5.1K shares0.00%2025-12-312026-01-26 IWF ISHARES TR1.3K shares0.00%2025-12-312026-01-26 INTU INTUIT766 shares0.00%2025-12-312026-01-26 IWP ISHARES TR3.6K shares0.81%2025-12-312026-01-26 VPL VANGUARD INTL EQUITY INDEX F5.1K shares0.00%2025-12-312026-01-26 IESC IES HLDGS INC1.1K shares0.00%2025-12-312026-01-26 UPS UNITED PARCEL SERVICE INC4.2K shares-3.44%2025-12-312026-01-26 WMT WALMART INC3.5K shares0.00%2025-12-312026-01-26 VGT VANGUARD WORLD FD500 shares5.04%2025-12-312026-01-26 MDY SPDR S&P MIDCAP 400 ETF TR618 shares0.00%2025-12-312026-01-26 XLV SELECT SECTOR SPDR TR2.4K shares0.00%2025-12-312026-01-26 TSLA TESLA INC759 shares-20.02%2025-12-312026-01-26 GE AEROSPACE GE AEROSPACE1.0K shares0.00%2025-12-312026-01-26 VEU VANGUARD INTL EQUITY INDEX F4.2K shares0.00%2025-12-312026-01-26 QCOM QUALCOMM INC1.6K shares0.00%2025-12-312026-01-26 DLB DOLBY LABORATORIES INC3.9K shares-2.89%2025-12-312026-01-26 SNPS SYNOPSYS INC519 shares0.00%2025-12-312026-01-26 V VISA INC690 shares0.00%2025-12-312026-01-26 MCD MCDONALDS CORP717 shares0.00%2025-12-312026-01-26 MA MASTERCARD INCORPORATED380 shares0.00%2025-12-312026-01-26 BDX BECTON DICKINSON & CO1.1K sharesnew addition2025-12-312026-01-26 ADI ANALOG DEVICES INC750 sharesnew addition2025-12-312026-01-26 EGHT 8X8 INC NEW18.8K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available