BlueSky Wealth Advisors, LLC
CIK: 0001704107SEC EDGAR →
Portfolio Value
$758.3M
Holdings
78
As of
Q4 2025
New Positions
10
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 6,216,158 | $167.3M | 22.06% |
| 2 | VANGUARD SCOTTSDALE FDS | 822,153 | $65.5M | 8.64% |
| 3 | SCHWAB STRATEGIC TR | 2,400,575 | $56.1M | 7.40% |
| 4 | DIMENSIONAL ETF TRUST | 1,317,406 | $43.1M | 5.69% |
| 5 | SCHWAB STRATEGIC TR | 1,499,610 | $39.7M | 5.24% |
| 6 | SCHWAB STRATEGIC TR | 1,186,483 | $38.9M | 5.12% |
| 7 | SCHWAB STRATEGIC TR | 1,372,086 | $33.0M | 4.35% |
| 8 | SCHWAB STRATEGIC TR | 997,412 | $28.4M | 3.75% |
| 9 | VANGUARD INDEX FDS | 88,079 | $27.7M | 3.66% |
| 10 | VANGUARD WHITEHALL FDS | 393,574 | $26.5M | 3.50% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 47 | $715.4M | 94.3% |
| Technology | 10 | $13.9M | 1.8% |
| Communication Services | 3 | $12.7M | 1.7% |
| Consumer Cyclical | 3 | $6.7M | 0.9% |
| Unknown | 5 | $4.0M | 0.5% |
| Industrials | 5 | $2.8M | 0.4% |
| Consumer Defensive | 2 | $1.4M | 0.2% |
| Healthcare | 2 | $849K | 0.1% |
| Energy | 1 | $614K | 0.1% |