13F HOLDINGS REPORT
BlueSky Wealth Advisors, LLC
Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0001172661-26-000304
Total Value
$758.3M
Positions
78
Other Managers
0
Confidential Omitted
No
Holdings (78)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 808524201 | 6,216,158 | $167.3M | 22.06% |
| 2 | VANGUARD SCOTTSDALE FDS | 92206C409 | 822,153 | $65.6M | 8.64% |
| 3 | SCHWAB STRATEGIC TR | 808524839 | 2,400,575 | $56.1M | 7.40% |
| 4 | DIMENSIONAL ETF TRUST | 25434V880 | 1,317,406 | $43.1M | 5.69% |
| 5 | SCHWAB STRATEGIC TR | 808524870 | 1,499,610 | $39.7M | 5.24% |
| 6 | SCHWAB STRATEGIC TR | 808524706 | 1,186,483 | $38.9M | 5.12% |
| 7 | SCHWAB STRATEGIC TR | 808524805 | 1,372,086 | $33.0M | 4.35% |
| 8 | SCHWAB STRATEGIC TR | 808524607 | 997,412 | $28.4M | 3.75% |
| 9 | VANGUARD INDEX FDS | 922908637 | 88,079 | $27.7M | 3.66% |
| 10 | VANGUARD WHITEHALL FDS | 921946885 | 393,574 | $26.5M | 3.50% |
| 11 | SCHWAB STRATEGIC TR | 808524847 | 1,026,973 | $21.5M | 2.83% |
| 12 | DIMENSIONAL ETF TRUST | 25434V609 | 295,551 | $17.6M | 2.32% |
| 13 | ISHARES TR | 464288513 | 217,454 | $17.5M | 2.31% |
| 14 | SCHWAB STRATEGIC TR | 808524755 | 325,924 | $14.7M | 1.94% |
| 15 | VANGUARD BD INDEX FDS | 921937835 | 166,637 | $12.3M | 1.63% |
| 16 | ISHARES TR | 464287176 | 103,588 | $11.4M | 1.50% |
| 17 | ISHARES TR | 464288646 | 213,286 | $11.3M | 1.49% |
| 18 | VANGUARD INDEX FDS | 922908751 | 39,530 | $10.2M | 1.34% |
| 19 | VANGUARD INTL EQUITY INDEX F | 922042858 | 177,522 | $9.5M | 1.26% |
| 20 | ALPHABET INC | GOOG | 29,285 | $9.2M | 1.21% |
| 21 | VANGUARD TAX-MANAGED FDS | 921943858 | 117,426 | $7.3M | 0.97% |
| 22 | NVIDIA CORPORATION | NVDA | 38,972 | $7.3M | 0.96% |
| 23 | ISHARES TR | 464287226 | 72,500 | $7.2M | 0.95% |
| 24 | DIMENSIONAL ETF TRUST | 25434V708 | 163,179 | $6.5M | 0.85% |
| 25 | AMAZON COM INC | AMZN | 26,416 | $6.1M | 0.80% |
| 26 | VANGUARD INDEX FDS | 922908553 | 62,904 | $5.6M | 0.73% |
| 27 | SPDR S&P 500 ETF TR | SPY | 7,456 | $5.1M | 0.67% |
| 28 | ISHARES TR | 464288281 | 49,047 | $4.7M | 0.62% |
| 29 | VANGUARD INDEX FDS | 922908611 | 19,149 | $4.1M | 0.53% |
| 30 | ISHARES TR | 464287200 | 5,234 | $3.6M | 0.47% |
| 31 | APPLE INC | AAPL | 10,567 | $2.9M | 0.38% |
| 32 | SPDR SERIES TRUST | 78468R622 | 29,082 | $2.8M | 0.37% |
| 33 | ALPHABET INC | GOOG | 8,135 | $2.5M | 0.34% |
| 34 | CINCINNATI FINL CORP | 172062101 | 14,464 | $2.4M | 0.31% |
| 35 | VANGUARD INDEX FDS | 922908769 | 6,229 | $2.1M | 0.28% |
| 36 | ISHARES INC | 46434G103 | 28,449 | $1.9M | 0.25% |
| 37 | ISHARES TR | 464287804 | 14,792 | $1.8M | 0.23% |
| 38 | ISHARES TR | 46432F842 | 14,996 | $1.3M | 0.18% |
| 39 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,628 | $1.3M | 0.17% |
| 40 | JPMORGAN CHASE & CO. | VYLD | 3,416 | $1.1M | 0.15% |
| 41 | MICROSOFT CORP | MSFT | 2,054 | $993,181 | 0.13% |
| 42 | CHURCH & DWIGHT CO INC | CHD | 11,740 | $984,399 | 0.13% |
| 43 | META PLATFORMS INC | META | 1,417 | $935,549 | 0.12% |
| 44 | ISHARES TR | 464287739 | 9,869 | $926,600 | 0.12% |
| 45 | CATERPILLAR INC | CAT | 1,604 | $918,883 | 0.12% |
| 46 | SPDR GOLD TR | GLD | 2,148 | $851,274 | 0.11% |
| 47 | INTERNATIONAL BUSINESS MACHS | INTR | 2,846 | $843,014 | 0.11% |
| 48 | VANGUARD INDEX FDS | 922908744 | 4,326 | $826,250 | 0.11% |
| 49 | WW GRAINGER INC | 384802104 | 760 | $766,878 | 0.10% |
| 50 | ISHARES TR | 464287499 | 7,481 | $720,196 | 0.09% |
| 51 | VANGUARD INTL EQUITY INDEX F | 922042874 | 8,405 | $702,742 | 0.09% |
| 52 | ORACLE CORP | ORCL-PD | 3,529 | $687,837 | 0.09% |
| 53 | NATERA INC | NTRA | 2,812 | $644,201 | 0.08% |
| 54 | EXXON MOBIL CORP | XOM | 5,103 | $614,095 | 0.08% |
| 55 | ISHARES TR | 464287614 | 1,253 | $593,045 | 0.08% |
| 56 | INTUIT | INTU | 766 | $507,414 | 0.07% |
| 57 | ISHARES TR | 464287481 | 3,613 | $494,764 | 0.07% |
| 58 | VANGUARD INTL EQUITY INDEX F | 922042866 | 5,056 | $457,062 | 0.06% |
| 59 | IES HLDGS INC | IESC | 1,100 | $427,922 | 0.06% |
| 60 | UNITED PARCEL SERVICE INC | UPS | 4,213 | $417,887 | 0.06% |
| 61 | WALMART INC | WMT | 3,456 | $385,033 | 0.05% |
| 62 | VANGUARD WORLD FD | 92204A702 | 500 | $376,890 | 0.05% |
| 63 | SPDR S&P MIDCAP 400 ETF TR | MDY | 618 | $372,827 | 0.05% |
| 64 | SELECT SECTOR SPDR TR | 81369Y209 | 2,394 | $370,591 | 0.05% |
| 65 | TESLA INC | TSLA | 759 | $341,337 | 0.05% |
| 66 | VANGUARD INDEX FDS | 922908363 | 527 | $330,219 | 0.04% |
| 67 | GE AEROSPACE | 369604301 | 1,023 | $315,115 | 0.04% |
| 68 | VANGUARD INTL EQUITY INDEX F | 922042775 | 4,190 | $308,216 | 0.04% |
| 69 | QUALCOMM INC | QCOM | 1,621 | $277,272 | 0.04% |
| 70 | DOLBY LABORATORIES INC | DLB | 3,859 | $247,825 | 0.03% |
| 71 | SYNOPSYS INC | SNPS | 519 | $243,785 | 0.03% |
| 72 | VISA INC | V | 690 | $241,990 | 0.03% |
| 73 | INVESCO QQQ TR | IVZ | 371 | $227,909 | 0.03% |
| 74 | MCDONALDS CORP | MCD | 717 | $219,137 | 0.03% |
| 75 | MASTERCARD INCORPORATED | MA | 380 | $216,934 | 0.03% |
| 76 | BECTON DICKINSON & CO | BDX | 1,059 | $205,520 | 0.03% |
| 77 | ANALOG DEVICES INC | ADI | 750 | $203,400 | 0.03% |
| 78 | 8X8 INC NEW | 282914100 | 18,788 | $37,012 | 0.00% |