BlueSky Wealth Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
BlueSky Wealth Advisors, LLC 13F Holdings
CIK 0001704107 · New Bern, NC
As of Sep 30, 2025, BlueSky Wealth Advisors, LLC reported
80 positions worth $741.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 6,154,009 |
|
62.1M21.86% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 769,965 | $61.5M | 8.30% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 2,241,127 | $52.6M | 7.09% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 1,309,798 | $41.1M | 5.54% |
| SCHWAB EMERGING MARKETS EQUITY ETF | SCHE | — | 1,164,240 | $38.9M | 5.24% |
| SCHWAB US TIPS ETF | SCHP | — | 1,387,002 | $37.4M | 5.04% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 1,358,215 | $31.6M | 4.26% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 984,833 | $27.5M | 3.71% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 87,849 | $27.0M | 3.65% |
| VANGUARD WHITEHALL FUNDS | VWOB | — | 377,876 | $25.3M | 3.41% |
| SCHWAB US REIT ETF | SCHH | — | 990,848 | $21.4M | 2.88% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 293,456 |
7.1M | 2.30% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 205,612 |
6.7M | 2.25% |
| NVIDIA CORP | NVDA | Technology | 82,427 |
5.4M | 2.07% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 329,981 |
4.2M | 1.91% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 169,523 |
2.6M | 1.70% |
| ISHARES TIPS BOND ETF | TIP | — | 103,524 |
1.5M | 1.55% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 215,179 |
1.4M | 1.54% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 39,805 |
0.1M | 1.36% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 183,960 |
0.0M | 1.34% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 73,524 | $7.4M | 0.99% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 119,378 | $7.2M | 0.96% |
| ALPHABET INC | GOOG | Equity | 29,362 | $7.2M | 0.96% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 163,179 | $6.3M | 0.85% |
| AMAZON.COM INC | AMZN | Equity | 26,416 | $5.8M | 0.78% |