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CIK: 0001704107
Total reported value
$863.3M
$863.3M
70 檔
38.6%
At the close of Q2 2025, BlueSky Wealth Advisors, LLC disclosed equity holdings valued at approximately $863.3M, spread across 70 reported holdings.
In Q2 2025, BlueSky Wealth Advisors, LLC adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | ETF-Other | 21.78% | +0.42% | -0.91% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 8.57% | -0.60% | +1.88% | |
| 3 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 7.17% | -0.45% | +1.69% | |
| 4 | DFAX | Dimensional World Ex US Core | ETF-Other | 5.67% | -0.07% | +1.21% | |
| 5 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 5.22% | -0.22% | +0.85% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 5.15% | -0.05% | +3.64% | |
| 7 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.38% | +0.37% | +1.75% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-Other | 3.89% | +0.05% | +18.05% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.61% | +0.70% | +3.57% | |
| 10 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 3.53% | -0.05% | -0.22% | |
| 11 | SCHH | Schwab US Reit ETF | ETF-Other | 2.85% | -0.12% | +5.91% | |
| 12 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.34% | -0.15% | -0.66% | |
| 13 | DFAT | Dimensional US Target Value | ETF-Other | 2.27% | +0.10% | +2.19% | |
| 14 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.97% | -0.20% | -2.67% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.92% | -0.26% | -5.58% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.74% | -0.18% | -2.76% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.72% | -0.12% | -7.71% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-Other | 1.43% | +0.02% | +8.73% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.38% | -0.06% | -5.78% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.07% | -0.05% | -9.13% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.02% | -0.07% | -3.95% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | -0.76% | -27.68% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.85% | +0.02% | — | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.82% | -0.05% | -4.14% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | -0.09% | -1.17% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | +0.07% | -0.33% | |
| 27 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.69% | -0.05% | -2.34% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.67% | +0.25% | -9.87% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.54% | -0.04% | +26.55% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.05% | +0.08% | |
| 31 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.42% | -0.06% | +1.58% | |
| 32 | CINF | Cincinnati Financial CORP | Stock-Financials | 0.31% | +0.02% | — | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.27% | -0.05% | +5.25% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.25% | +0.01% | -3.74% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | -0.02% | -4.86% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.24% | +0.01% | -1.51% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.02% | — | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.19% | -0.01% | -1.20% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.18% | -0.02% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.18% | +0.18% | — | |
| 41 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.16% | -0.02% | — | |
| 42 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.15% | — | -2.68% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.15% | -0.01% | -8.23% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.12% | — | — | |
| 45 | ORCL | Oracle CORP | Stock-Tech | 0.12% | -0.01% | -12.61% | |
| 46 | MSFT | Microsoft CORP | Stock-Tech | 0.12% | -0.05% | -31.55% | |
| 47 | GWW | Ww Grainger Inc | Stock-Industrials | 0.11% | +0.01% | — | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.11% | +0.78% | — | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.11% | +0.05% | -2.68% | |
| 50 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.10% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | +0.7% | +18.05% | Add |
| 2 | SCHX | Schwab US Large-cap ETF | +0.6% | -0.91% | Trim |
| 3 | DFAX | Dimensional World Ex US Core | +0.3% | +1.21% | Add |
| 4 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.3% | +3.64% | Add |
| 5 | SCHF | Schwab Intl Equity ETF | +0.3% | +1.75% | Add |
| 6 | SCHA | Schwab US Small-cap ETF | +0.2% | +3.57% | Add |
| 7 | VB | Vanguard Small-cap ETF | +0.1% | +8.73% | Add |
| 8 | VBR | Vanguard Small-cap Value ETF | +0.1% | +26.55% | Add |
| 9 | AMZN | Amazon.com Inc | +0.1% | -1.17% | Trim |
| 10 | GOOG | Alphabet Inc-cl C | +0.1% | -0.33% | Trim |
| 11 | IESC | Ies Holdings Inc | +0.1% | NEW | New buy |
| 12 | QCOM | Qualcomm Inc | 0% | NEW | New buy |
| 13 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 14 | ORCL | Oracle CORP | 0% | -12.61% | Trim |
| 15 | SNPS | Synopsys Inc | 0% | NEW | New buy |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | -2.67% | Trim |
| 17 | DFAC | Dimensional US Core Equity 2 | 0% | — | Unchanged |
| 18 | INTU | Intuit Inc | 0% | +0.26% | Add |
| 19 | DFAT | Dimensional US Target Value | 0% | +2.19% | Add |
| 20 | VEA | Vanguard Ftse Developed ETF | 0% | -3.95% | Trim |
| 21 | IVV | Ishares Core S&p 500 ETF | 0% | +0.08% | Add |
| 22 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 23 | IBM | Intl Business Machines CORP | 0% | — | Unchanged |
| 24 | CAT | Caterpillar Inc | 0% | -2.68% | Trim |
| 25 | JPM | Jpmorgan Chase & Co | 0% | -8.23% | Trim |
| 26 | NTRA | Natera Inc | 0% | — | Unchanged |
| 27 | GE | General Electric | 0% | — | Unchanged |
| 28 | WMT | Walmart Inc | 0% | — | Unchanged |
| 29 | IEMG | Ishares Core Msci Emerging | — | -3.74% | Trim |
| 30 | IEFA | Ishares Core Msci Eafe ETF | — | -1.20% | Trim |
| 31 | VTI | Vanguard Total Stock Mkt ETF | — | -4.86% | Trim |
| 32 | IWP | Ishares Russell Mid-cap Grow | — | — | Unchanged |
| 33 | IWF | Ishares Russell 1000 Growth | — | — | Unchanged |
| 34 | VGK | Vanguard Ftse Europe ETF | — | — | Unchanged |
| 35 | TSLA | Tesla Inc | — | +1.82% | Add |
| 36 | IWR | Ishares Russell Mid-cap ETF | — | — | Unchanged |
| 37 | VPL | Vanguard Ftse Pacific ETF | — | — | Unchanged |
| 38 | GLD | Spdr Gold Shares | — | — | Unchanged |
| 39 | XOM | Exxon Mobil CORP | — | — | Unchanged |
| 40 | VEU | Vanguard Ftse All-world Ex-u | — | — | Unchanged |
| 41 | XLV | Ss Health Care Select Sector | — | +0.42% | Add |
| 42 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 43 | MDY | State Street Spdr S&p Midcap | — | — | Unchanged |
| 44 | MA | Mastercard Inc - A | — | — | Unchanged |
| 45 | EGHT | 8x8 Inc | — | — | Unchanged |
| 46 | NVDA | Nvidia CORP | 0% | -27.68% | Trim |
| 47 | IJR | Ishares Core S&p Small-cap E | 0% | -1.51% | Trim |
| 48 | GWW | Ww Grainger Inc | 0% | — | Unchanged |
| 49 | IYR | Ishares US Real Estate ETF | 0% | -2.68% | Trim |
| 50 | DLB | Dolby Laboratories Inc-cl A | 0% | -1.02% | 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 70 disclosed positions in Q2 2025.
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 38.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
IESC
市值: $325.9K
Top Position Liquidated / Trimmed
EFA
前期市值: $780.0K
During Q2 2025, BlueSky Wealth Advisors, LLC's top holdings by market value included SCHX (21.8%)、VCSH (8.6%)、SCHZ (7.2%). The largest single position, SCHX, represented 21.8% of total portfolio value.
In Q2 2025, BlueSky Wealth Advisors, LLC made 53 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 26 holdings, and fully liquidating 6 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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