Universe · entity
BlueSky Wealth Advisors, LLC
Institutional manager (13F) · CIK 1704107
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $746M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | $125M | 4,885,976 |
| 2 | VANGUARD SCOTTSDALE FDS | $47M | 781,385 |
| 3 | SCHWAB STRATEGIC TR | $40M | 1,517,207 |
| 4 | SCHWAB STRATEGIC TR | $39M | 1,562,897 |
| 5 | VANGUARD INDEX FDS | $37M | 187,912 |
| 6 | VANGUARD SCOTTSDALE FDS | $35M | 442,058 |
| 7 | SCHWAB STRATEGIC TR | $30M | 1,039,134 |
| 8 | VANGUARD WHITEHALL FDS | $27M | 406,477 |
| 9 | VANGUARD INDEX FDS | $24M | 80,797 |
| 10 | SCHWAB STRATEGIC TR | $21M | 628,752 |
| 11 | DIMENSIONAL ETF TRUST | $20M | 592,361 |
| 12 | VANGUARD SCOTTSDALE FDS | $20M | 242,260 |
| 13 | VANGUARD CHARLOTTE FDS | $19M | 394,097 |
| 14 | DIMENSIONAL ETF TRUST | $18M | 294,502 |
| 15 | ISHARES TR | $18M | 417,960 |
| 16 | DIMENSIONAL ETF TRUST | $16M | 484,743 |
| 17 | ISHARES TR | $16M | 165,545 |
| 18 | DIMENSIONAL ETF TRUST | $16M | 297,465 |
| 19 | VANGUARD INTL EQUITY INDEX F | $15M | 100,324 |
| 20 | SCHWAB STRATEGIC TR | $14M | 281,416 |
| 21 | NVIDIA CORPORATION | $13M | 74,748 |
| 22 | ISHARES TR | $12M | 104,360 |
| 23 | VANGUARD INDEX FDS | $11M | 40,153 |
| 24 | ISHARES TR | $10M | 180,967 |
| 25 | VANGUARD INTL EQUITY INDEX F | $9M | 171,405 |
| 26 | ALPHABET INC | $9M | 30,238 |
| 27 | SCHWAB STRATEGIC TR | $9M | 181,965 |
| 28 | VANGUARD TAX-MANAGED FDS | $8M | 119,711 |
| 29 | SCHWAB STRATEGIC TR | $6M | 206,324 |
| 30 | AMAZON COM INC | $6M | 27,534 |
| 31 | SCHWAB STRATEGIC TR | $5M | 226,820 |
| 32 | DIMENSIONAL ETF TRUST | $5M | 126,647 |
| 33 | ISHARES TR | $5M | 49,619 |
| 34 | VANGUARD BD INDEX FDS | $5M | 62,494 |
| 35 | STATE STR SPDR S&P 500 ETF T | $5M | 6,946 |
| 36 | VANGUARD INDEX FDS | $4M | 20,362 |
| 37 | APPLE INC | $3M | 13,270 |
| 38 | ISHARES TR | $3M | 29,545 |
| 39 | ISHARES TR | $3M | 4,373 |
| 40 | ALPHABET INC | $3M | 8,862 |
| 41 | SCHWAB STRATEGIC TR | $2M | 114,508 |
| 42 | VANGUARD INDEX FDS | $2M | 7,194 |
| 43 | CINCINNATI FINL CORP | $2M | 14,464 |
| 44 | ISHARES TR | $2M | 24,665 |
| 45 | ISHARES TR | $2M | 15,010 |
| 46 | ISHARES TR | $2M | 24,432 |
| 47 | ISHARES TR | $2M | 32,852 |
| 48 | ISHARES INC | $2M | 23,162 |
| 49 | SCHWAB STRATEGIC TR | $1M | 57,869 |
| 50 | BERKSHIRE HATHAWAY INC DEL | $1M | 2,857 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.