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CIK: 0001704107
Total reported value
$863.3M
$863.3M
74 檔
35.6%
In Q4 2024, BlueSky Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $863.3M, distributed across 74 disclosed stock positions.
In Q4 2024, BlueSky Wealth Advisors, LLC displayed an active expansion posture, initiating 2 new positions and adding to 25 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 21.71% | +0.42% | +203.16% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.84% | -0.60% | +2.70% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 7.24% | -0.45% | +104.99% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 5.35% | -0.22% | +100.26% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.88% | -0.07% | +1.90% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 4.67% | -0.05% | -0.72% | |
| 7 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.70% | +0.70% | +106.50% | |
| 8 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 3.61% | -0.05% | +0.03% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.60% | +0.37% | +100.31% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-Other | 3.52% | +0.05% | +3.08% | |
| 11 | SCHH | Schwab US Reit ETF | ETF-Other | 2.80% | -0.12% | +2.68% | |
| 12 | DFAT | Dimensional US Target Value | ETF-Other | 2.42% | +0.10% | +1.29% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.41% | -0.15% | +6.31% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 2.14% | -0.26% | +15.75% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.96% | -0.12% | -0.95% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.85% | -0.18% | +5.41% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.80% | -0.20% | +11.53% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.41% | +0.02% | -2.22% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.32% | -0.05% | -14.39% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.25% | -0.06% | +10.11% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | -0.76% | +0.34% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.11% | -0.07% | +24.45% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.07% | +2.39% | |
| 24 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.88% | +0.02% | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.09% | — | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.83% | -0.05% | +8.16% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.77% | +0.25% | -1.04% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.73% | -0.05% | +2.18% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | +0.05% | -26.18% | |
| 30 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.46% | -0.06% | +0.42% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.42% | -0.04% | -0.01% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.33% | -0.05% | -0.85% | |
| 33 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.32% | +0.02% | — | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.29% | +0.01% | -11.48% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | -0.02% | — | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.26% | +0.01% | -13.20% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.02% | -1.88% | |
| 38 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.21% | -0.02% | — | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.18% | -0.01% | -15.22% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | +0.18% | — | |
| 41 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.18% | — | -17.38% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.16% | -0.05% | +2.62% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.16% | -0.02% | — | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | -0.01% | — | |
| 45 | GWW | Ww Grainger Inc | Stock-Industrials | 0.13% | +0.01% | — | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.12% | — | — | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.12% | — | +0.43% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.11% | -0.01% | — | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | +0.78% | — | |
| 50 | CAT | Caterpillar Inc | Stock-Industrials | 0.11% | +0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | +0.9% | +203.16% | Add |
| 2 | BND | Vanguard Total Bond Market | +0.2% | +15.75% | Add |
| 3 | VV | Vanguard Large-cap ETF | +0.2% | +3.08% | Add |
| 4 | SCHA | Schwab US Small-cap ETF | +0.2% | +106.50% | Add |
| 5 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +2.70% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | +2.39% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.1% | +24.45% | Add |
| 9 | NVDA | Nvidia CORP | +0.1% | +0.34% | Add |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +6.31% | Add |
| 11 | TSLA | Tesla Inc | 0% | NEW | New buy |
| 12 | DFAT | Dimensional US Target Value | 0% | +1.29% | Add |
| 13 | TIP | Ishares Tips Bond ETF | 0% | +5.41% | Add |
| 14 | MA | Mastercard Inc - A | 0% | NEW | New buy |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | -1.88% | Trim |
| 16 | AAPL | Apple Inc | 0% | -0.85% | Trim |
| 17 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 18 | VWO | Vanguard Ftse Emerging Marke | 0% | +10.11% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.04% | Trim |
| 20 | CINF | Cincinnati Financial CORP | 0% | — | Unchanged |
| 21 | NTRA | Natera Inc | 0% | — | Unchanged |
| 22 | IWP | Ishares Russell Mid-cap Grow | 0% | — | Unchanged |
| 23 | DFAC | Dimensional US Core Equity 2 | 0% | — | Unchanged |
| 24 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 25 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 26 | WMT | Walmart Inc | 0% | — | Unchanged |
| 27 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 28 | GWW | Ww Grainger Inc | 0% | — | Unchanged |
| 29 | INTU | Intuit Inc | 0% | — | Unchanged |
| 30 | FNDF | Schwab Fndmn Intl Lrg Co ETF | — | +11.53% | Add |
| 31 | VNQ | Vanguard Real Estate ETF | — | +8.16% | Add |
| 32 | JNK | Ss Spdr Bb High Yield Bond | — | +0.42% | Add |
| 33 | VPL | Vanguard Ftse Pacific ETF | — | — | Unchanged |
| 34 | XOM | Exxon Mobil CORP | — | — | Unchanged |
| 35 | VEU | Vanguard Ftse All-world Ex-u | — | — | Unchanged |
| 36 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | Unchanged |
| 38 | XLF | Ss Financial Select Sector | — | — | Unchanged |
| 39 | BDX | Becton Dickinson And Co | — | — | Unchanged |
| 40 | PANW | Palo Alto Networks Inc | — | +100.00% | Add |
| 41 | EGHT | 8x8 Inc | — | — | Unchanged |
| 42 | HD | Home Depot Inc | — | — | Unchanged |
| 43 | SNPS | Synopsys Inc | — | — | Unchanged |
| 44 | ✓ | — | EXIT | Sold out | |
| 45 | MSFT | Microsoft CORP | — | +2.62% | Add |
| 46 | IBM | Intl Business Machines CORP | — | — | Unchanged |
| 47 | GLD | Spdr Gold Shares | — | — | Unchanged |
| 48 | IWR | Ishares Russell Mid-cap ETF | — | — | Unchanged |
| 49 | IESC | Ies Holdings Inc | — | — | Unchanged |
| 50 | DLB | Dolby Laboratories Inc-cl A | — | -1.71% | Trim |
According to official SEC Form 13F filings, BlueSky Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $863.3M across 74 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHX, VCSH, SCHZ) accounted for 35.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
TSLA
市值: $243.5K
Top Position Liquidated / Trimmed
V
前期市值: $258.5K
During Q4 2024, BlueSky Wealth Advisors, LLC's top holdings by market value included SCHX (21.7%)、VCSH (8.8%)、SCHZ (7.2%). The largest single position, SCHX, represented 21.7% of total portfolio value.
In Q4 2024, BlueSky Wealth Advisors, LLC made 44 total portfolio adjustments, initiating 2 new buys, adding to 25 positions, trimming 14 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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