Institutions / BlueSky Wealth Advisors, LLC
BlueSky Wealth Advisors, LLC
CIK 1704107 · Institution · as of Dec 31, 2025
Portfolio value
$758.34M
Positions
78
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 78 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $167.28M | 22.1% |
| Vanguard Scottsdale Fds | $65.55M | 8.6% |
| Schwab Strategic Tr | $56.10M | 7.4% |
| Dimensional ETF Trust | $43.12M | 5.7% |
| Schwab Strategic Tr | $39.72M | 5.2% |
| Schwab Strategic Tr | $38.86M | 5.1% |
| Schwab Strategic Tr | $32.98M | 4.3% |
| Schwab Strategic Tr | $28.41M | 3.7% |
| Vanguard Index Fds | $27.73M | 3.7% |
| Vanguard Whitehall Fds | $26.54M | 3.5% |
| Schwab Strategic Tr | $21.45M | 2.8% |
| Dimensional ETF Trust | $17.60M | 2.3% |
| iShares Tr | $17.53M | 2.3% |
| Schwab Strategic Tr | $14.74M | 1.9% |
| Vanguard Bd Index Fds | $12.34M | 1.6% |
| iShares Tr | $11.39M | 1.5% |
| iShares Tr | $11.28M | 1.5% |
| Vanguard Index Fds | $10.20M | 1.3% |
| Vanguard Intl Equity Index F | $9.54M | 1.3% |
| Alphabet Inc. | $9.19M | 1.2% |
| Vanguard Tax-Managed Fds | $7.34M | 1.0% |
| NVIDIA Corp | $7.27M | 1.0% |
| iShares Tr | $7.24M | 1.0% |
| Dimensional ETF Trust | $6.46M | 0.9% |
| Amazon.com Inc | $6.10M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.