13F HOLDINGS REPORT
BlueSky Wealth Advisors, LLC
Quarter ended Q2 2025 · Filed July 14, 2025 · Accession 0001172661-25-002576
Total Value
$688.4M
Positions
70
Other Managers
0
Confidential Omitted
No
Holdings (70)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524201 | 6,136,147 | $150.0M | 21.78% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C409 | 742,293 | $59.0M | 8.57% |
| 3 | SCHWAB STRATEGIC TR | 808524839 | 2,123,549 | $49.4M | 7.17% |
| 4 | DIMENSIONAL ETF TRUST | 25434V880 | 1,328,699 | $39.0M | 5.67% |
| 5 | SCHWAB STRATEGIC TR | 808524870 | 1,346,257 | $35.9M | 5.22% |
| 6 | SCHWAB STRATEGIC TR | 808524706 | 1,177,126 | $35.5M | 5.15% |
| 7 | SCHWAB STRATEGIC TR | 808524805 | 1,363,373 | $30.1M | 4.38% |
| 8 | VANGUARD INDEX FDS | 922908637 | 93,800 | $26.8M | 3.89% |
| 9 | SCHWAB STRATEGIC TR | 808524607 | 982,950 | $24.9M | 3.61% |
| 10 | VANGUARD WHITEHALL FDS | 921946885 | 371,527 | $24.3M | 3.53% |
| 11 | SCHWAB STRATEGIC TR | 808524847 | 925,957 | $19.6M | 2.85% |
| 12 | ISHARES TR | 464288513 | 199,689 | $16.1M | 2.34% |
| 13 | DIMENSIONAL ETF TRUST | 25434V609 | 289,256 | $15.6M | 2.27% |
| 14 | SCHWAB STRATEGIC TR | 808524755 | 339,194 | $13.6M | 1.97% |
| 15 | VANGUARD BD INDEX FDS | 921937835 | 179,949 | $13.2M | 1.92% |
| 16 | ISHARES TR | 464287176 | 108,741 | $12.0M | 1.74% |
| 17 | ISHARES TR | 464288646 | 223,837 | $11.8M | 1.72% |
| 18 | VANGUARD INDEX FDS | 922908751 | 41,403 | $9.8M | 1.43% |
| 19 | VANGUARD INTL EQUITY INDEX F | 922042858 | 192,313 | $9.5M | 1.38% |
| 20 | ISHARES TR | 464287226 | 74,565 | $7.4M | 1.07% |
| 21 | VANGUARD TAX-MANAGED FDS | 921943858 | 123,673 | $7.1M | 1.02% |
| 22 | NVIDIA CORPORATION | NVDA | 38,722 | $6.1M | 0.89% |
| 23 | DIMENSIONAL ETF TRUST | 25434V708 | 163,179 | $5.8M | 0.85% |
| 24 | VANGUARD INDEX FDS | 922908553 | 63,229 | $5.6M | 0.82% |
| 25 | AMAZON COM INC | AMZN | 25,320 | $5.6M | 0.81% |
| 26 | ALPHABET INC | GOOG | 30,962 | $5.5M | 0.80% |
| 27 | ISHARES TR | 464288281 | 51,169 | $4.7M | 0.69% |
| 28 | SPDR S&P 500 ETF TR | SPY | 7,486 | $4.6M | 0.67% |
| 29 | VANGUARD INDEX FDS | 922908611 | 19,017 | $3.7M | 0.54% |
| 30 | ISHARES TR | 464287200 | 5,138 | $3.2M | 0.46% |
| 31 | SPDR SERIES TRUST | 78468R622 | 30,075 | $2.9M | 0.42% |
| 32 | CINCINNATI FINL CORP | 172062101 | 14,464 | $2.2M | 0.31% |
| 33 | APPLE INC | AAPL | 9,035 | $1.9M | 0.27% |
| 34 | ISHARES INC | 46434G103 | 29,103 | $1.7M | 0.25% |
| 35 | VANGUARD INDEX FDS | 922908769 | 5,583 | $1.7M | 0.25% |
| 36 | ISHARES TR | 464287804 | 15,192 | $1.7M | 0.24% |
| 37 | ALPHABET INC | GOOG | 7,835 | $1.4M | 0.20% |
| 38 | ISHARES TR | 46432F842 | 15,752 | $1.3M | 0.19% |
| 39 | META PLATFORMS INC | META | 1,699 | $1.3M | 0.18% |
| 40 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,553 | $1.2M | 0.18% |
| 41 | CHURCH & DWIGHT CO INC | CHD | 11,740 | $1.1M | 0.16% |
| 42 | ISHARES TR | 464287739 | 10,613 | $1.0M | 0.15% |
| 43 | JPMORGAN CHASE & CO. | VYLD | 3,458 | $1.0M | 0.15% |
| 44 | INTERNATIONAL BUSINESS MACHS | INTR | 2,863 | $843,955 | 0.12% |
| 45 | ORACLE CORP | ORCL-PD | 3,810 | $832,980 | 0.12% |
| 46 | MICROSOFT CORP | MSFT | 1,638 | $814,578 | 0.12% |
| 47 | GRAINGER W W INC | 384802104 | 760 | $790,582 | 0.11% |
| 48 | VANGUARD INDEX FDS | 922908744 | 4,199 | $742,131 | 0.11% |
| 49 | CATERPILLAR INC | CAT | 1,890 | $733,717 | 0.11% |
| 50 | ISHARES TR | 464287499 | 7,481 | $688,028 | 0.10% |
| 51 | SPDR GOLD TR | GLD | 2,148 | $654,775 | 0.10% |
| 52 | VANGUARD INTL EQUITY INDEX F | 922042874 | 8,405 | $651,388 | 0.09% |
| 53 | INTUIT | INTU | 768 | $604,900 | 0.09% |
| 54 | ISHARES TR | 464287614 | 1,178 | $500,155 | 0.07% |
| 55 | ISHARES TR | 464287481 | 3,584 | $497,029 | 0.07% |
| 56 | NATERA INC | NTRA | 2,812 | $475,059 | 0.07% |
| 57 | VANGUARD INTL EQUITY INDEX F | 922042866 | 5,056 | $415,502 | 0.06% |
| 58 | IES HLDGS INC | IESC | 1,100 | $325,853 | 0.05% |
| 59 | SELECT SECTOR SPDR TR | 81369Y209 | 2,404 | $324,035 | 0.05% |
| 60 | WALMART INC | WMT | 3,300 | $322,674 | 0.05% |
| 61 | EXXON MOBIL CORP | XOM | 2,951 | $318,118 | 0.05% |
| 62 | TESLA INC | TSLA | 949 | $301,459 | 0.04% |
| 63 | DOLBY LABORATORIES INC | DLB | 3,974 | $295,109 | 0.04% |
| 64 | VANGUARD INTL EQUITY INDEX F | 922042775 | 4,190 | $281,652 | 0.04% |
| 65 | SPDR S&P MIDCAP 400 ETF TR | MDY | 493 | $279,275 | 0.04% |
| 66 | GE AEROSPACE | 369604301 | 1,023 | $263,310 | 0.04% |
| 67 | QUALCOMM INC | QCOM | 1,621 | $258,160 | 0.04% |
| 68 | SYNOPSYS INC | SNPS | 419 | $214,813 | 0.03% |
| 69 | MASTERCARD INCORPORATED | MA | 380 | $213,537 | 0.03% |
| 70 | 8X8 INC NEW | 282914100 | 18,788 | $36,824 | 0.01% |