13F HOLDINGS REPORT
BlueSky Wealth Advisors, LLC
Quarter ended Q1 2025 · Filed April 21, 2025 · Accession 0001172661-25-001516
Total Value
$645.2M
Positions
73
Other Managers
0
Confidential Omitted
No
Holdings (73)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524201 | 6,192,256 | $136.7M | 21.19% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C409 | 728,627 | $57.5M | 8.91% |
| 3 | SCHWAB STRATEGIC TR | 808524839 | 2,088,164 | $48.4M | 7.50% |
| 4 | SCHWAB STRATEGIC TR | 808524870 | 1,334,872 | $35.9M | 5.56% |
| 5 | DIMENSIONAL ETF TRUST | 25434V880 | 1,312,871 | $34.4M | 5.33% |
| 6 | SCHWAB STRATEGIC TR | 808524706 | 1,135,797 | $31.3M | 4.85% |
| 7 | SCHWAB STRATEGIC TR | 808524805 | 1,339,904 | $26.5M | 4.11% |
| 8 | VANGUARD WHITEHALL FDS | 921946885 | 372,346 | $23.9M | 3.70% |
| 9 | SCHWAB STRATEGIC TR | 808524607 | 949,083 | $22.2M | 3.45% |
| 10 | VANGUARD INDEX FDS | 922908637 | 79,455 | $20.4M | 3.17% |
| 11 | SCHWAB STRATEGIC TR | 808524847 | 874,246 | $18.8M | 2.91% |
| 12 | ISHARES TR | 464288513 | 201,010 | $15.9M | 2.46% |
| 13 | DIMENSIONAL ETF TRUST | 25434V609 | 283,068 | $14.6M | 2.26% |
| 14 | VANGUARD BD INDEX FDS | 921937835 | 190,579 | $14.0M | 2.17% |
| 15 | ISHARES TR | 464288646 | 242,537 | $12.7M | 1.97% |
| 16 | SCHWAB STRATEGIC TR | 808524755 | 348,511 | $12.6M | 1.95% |
| 17 | ISHARES TR | 464287176 | 111,827 | $12.4M | 1.93% |
| 18 | VANGUARD INTL EQUITY INDEX F | 922042858 | 204,113 | $9.2M | 1.43% |
| 19 | VANGUARD INDEX FDS | 922908751 | 38,080 | $8.4M | 1.31% |
| 20 | ISHARES TR | 464287226 | 82,056 | $8.1M | 1.26% |
| 21 | VANGUARD TAX-MANAGED FDS | 921943858 | 128,765 | $6.5M | 1.01% |
| 22 | VANGUARD INDEX FDS | 922908553 | 65,961 | $6.0M | 0.93% |
| 23 | NVIDIA CORPORATION | NVDA | 53,539 | $5.8M | 0.90% |
| 24 | DIMENSIONAL ETF TRUST | 25434V708 | 163,179 | $5.4M | 0.83% |
| 25 | AMAZON COM INC | AMZN | 25,620 | $4.9M | 0.76% |
| 26 | ALPHABET INC | GOOG | 31,063 | $4.9M | 0.75% |
| 27 | ISHARES TR | 464288281 | 52,394 | $4.7M | 0.74% |
| 28 | SPDR S&P 500 ETF TR | SPY | 8,306 | $4.6M | 0.72% |
| 29 | ISHARES TR | 464287200 | 5,134 | $2.9M | 0.45% |
| 30 | SPDR SER TR | 78468R622 | 29,608 | $2.8M | 0.44% |
| 31 | VANGUARD INDEX FDS | 922908611 | 15,027 | $2.8M | 0.43% |
| 32 | CINCINNATI FINL CORP | 172062101 | 14,464 | $2.1M | 0.33% |
| 33 | APPLE INC | AAPL | 8,584 | $1.9M | 0.30% |
| 34 | ISHARES INC | 46434G103 | 30,233 | $1.6M | 0.25% |
| 35 | ISHARES TR | 464287804 | 15,425 | $1.6M | 0.25% |
| 36 | VANGUARD INDEX FDS | 922908769 | 5,868 | $1.6M | 0.25% |
| 37 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,553 | $1.4M | 0.21% |
| 38 | CHURCH & DWIGHT CO INC | CHD | 11,740 | $1.3M | 0.20% |
| 39 | ALPHABET INC | GOOG | 7,835 | $1.2M | 0.19% |
| 40 | ISHARES TR | 46432F842 | 15,944 | $1.2M | 0.19% |
| 41 | ISHARES TR | 464287739 | 10,905 | $1.0M | 0.16% |
| 42 | META PLATFORMS INC | META | 1,699 | $979,412 | 0.15% |
| 43 | JPMORGAN CHASE & CO. | VYLD | 3,768 | $924,290 | 0.14% |
| 44 | MICROSOFT CORP | MSFT | 2,393 | $898,173 | 0.14% |
| 45 | ISHARES TR | 464287465 | 9,543 | $779,950 | 0.12% |
| 46 | GRAINGER W W INC | 384802104 | 760 | $750,751 | 0.12% |
| 47 | VANGUARD INDEX FDS | 922908744 | 4,199 | $725,335 | 0.11% |
| 48 | INTERNATIONAL BUSINESS MACHS | INTR | 2,863 | $711,914 | 0.11% |
| 49 | CATERPILLAR INC | CAT | 1,942 | $640,472 | 0.10% |
| 50 | ISHARES TR | 464287499 | 7,481 | $636,409 | 0.10% |
| 51 | SPDR GOLD TR | GLD | 2,148 | $618,925 | 0.10% |
| 52 | ORACLE CORP | ORCL-PD | 4,360 | $609,572 | 0.09% |
| 53 | VANGUARD INTL EQUITY INDEX F | 922042874 | 8,405 | $590,115 | 0.09% |
| 54 | INTUIT | INTU | 766 | $470,316 | 0.07% |
| 55 | ISHARES TR | 464287614 | 1,178 | $425,364 | 0.07% |
| 56 | ISHARES TR | 464287481 | 3,584 | $421,084 | 0.07% |
| 57 | NATERA INC | NTRA | 2,812 | $397,645 | 0.06% |
| 58 | UNITEDHEALTH GROUP INC | UNH | 728 | $381,290 | 0.06% |
| 59 | VANGUARD INTL EQUITY INDEX F | 922042866 | 5,056 | $366,358 | 0.06% |
| 60 | EXXON MOBIL CORP | XOM | 2,951 | $350,962 | 0.05% |
| 61 | SELECT SECTOR SPDR TR | 81369Y209 | 2,394 | $349,548 | 0.05% |
| 62 | DOLBY LABORATORIES INC | DLB | 4,015 | $322,445 | 0.05% |
| 63 | WALMART INC | WMT | 3,300 | $289,707 | 0.04% |
| 64 | SELECT SECTOR SPDR TR | 81369Y605 | 5,793 | $288,549 | 0.04% |
| 65 | SPDR S&P MIDCAP 400 ETF TR | MDY | 493 | $263,006 | 0.04% |
| 66 | VANGUARD INTL EQUITY INDEX F | 922042775 | 4,190 | $254,165 | 0.04% |
| 67 | HOME DEPOT INC | HD | 677 | $248,114 | 0.04% |
| 68 | BECTON DICKINSON & CO | BDX | 1,059 | $242,575 | 0.04% |
| 69 | TESLA INC | TSLA | 932 | $241,537 | 0.04% |
| 70 | MASTERCARD INCORPORATED | MA | 380 | $208,286 | 0.03% |
| 71 | PALO ALTO NETWORKS INC | PANW | 1,200 | $204,768 | 0.03% |
| 72 | GE AEROSPACE | 369604301 | 1,023 | $204,753 | 0.03% |
| 73 | 8X8 INC NEW | 282914100 | 18,788 | $37,576 | 0.01% |