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Size ($ in 1000's)
At 03/31/2024: $127,804
At 12/31/2023: $537,977
BlueSky Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BlueSky Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the BlueSky Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by BlueSky Wealth Advisors LLC.
In the BlueSky Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by BlueSky Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the BlueSky Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAX) |
1,164,698 |
+46,720 |
$29,630 | | DFAX | 1,164,698 | +46,720 | $29,630 | | DIMENSIONAL ETF TRUST (DFAT) |
262,399 |
+5,463 |
$14,282 | | DFAT | 262,399 | +5,463 | $14,282 | | ISHARES TR (HYG) |
172,085 |
+5,314 |
$13,376 | | HYG | 172,085 | +5,314 | $13,376 | | ISHARES TR (IGSB) |
229,723 |
-1,590 |
$11,780 | | IGSB | 229,723 | -1,590 | $11,780 | | ISHARES TR (TIP) |
98,236 |
+9,705 |
$10,552 | | TIP | 98,236 | +9,705 | $10,552 | | ISHARES TR (AGG) |
102,885 |
-225 |
$10,077 | | AGG | 102,885 | -225 | $10,077 | | DIMENSIONAL ETF TRUST (DFAC) |
163,248 |
UNCH |
$5,216 | | DFAC | 163,248 | UNCH | $5,216 | | ISHARES TR (EMB) |
49,567 |
+4,015 |
$4,445 | | EMB | 49,567 | +4,015 | $4,445 | | ALPHABET INC |
27,188 |
-914 |
$4,140 | | GOOG | 27,188 | -914 | $4,140 | | ISHARES TR (IVV) |
7,825 |
-199 |
$4,114 | | IVV | 7,825 | -199 | $4,114 | | ISHARES TR (IJR) |
18,391 |
-382 |
$2,033 | | IJR | 18,391 | -382 | $2,033 | | ISHARES INC (IEMG) |
37,640 |
-292 |
$1,942 | | IEMG | 37,640 | -292 | $1,942 | | CINCINNATI FINL CORP |
14,464 |
UNCH |
$1,796 | | CINF | 14,464 | UNCH | $1,796 | | ISHARES TR (IEFA) |
20,363 |
-129 |
$1,511 | | IEFA | 20,363 | -129 | $1,511 | | ISHARES TR (IYR) |
15,560 |
-12 |
$1,399 | | IYR | 15,560 | -12 | $1,399 | | CHURCH & DWIGHT CO INC |
12,740 |
-1,500 |
$1,329 | | CHD | 12,740 | -1,500 | $1,329 | | ALPHABET INC |
7,519 |
+350 |
$1,135 | | GOOGL | 7,519 | +350 | $1,135 | | APPLE INC |
5,995 |
+1,865 |
$1,028 | | AAPL | 5,995 | +1,865 | $1,028 | | CATERPILLAR INC |
2,506 |
+91 |
$918 | | CAT | 2,506 | +91 | $918 | | ISHARES TR (EFA) |
10,027 |
+3 |
$801 | | EFA | 10,027 | +3 | $801 | | GRAINGER W W INC |
717 |
-386 |
$729 | | GWW | 717 | -386 | $729 | | ISHARES TR (IWP) |
5,850 |
UNCH |
$668 | | IWP | 5,850 | UNCH | $668 | | ISHARES TR (IWR) |
7,481 |
UNCH |
$629 | | IWR | 7,481 | UNCH | $629 | | ISHARES TR (IWF) |
1,664 |
UNCH |
$561 | | IWF | 1,664 | UNCH | $561 | | BUILDERS FIRSTSOURCE INC |
2,656 |
UNCH |
$554 | | BLDR | 2,656 | UNCH | $554 | | INTUIT |
766 |
UNCH |
$498 | | INTU | 766 | UNCH | $498 | | INTERNATIONAL BUSINESS MACHS |
2,596 |
-26 |
$496 | | IBM | 2,596 | -26 | $496 | | AMAZON COM INC |
2,655 |
+2,655 |
$479 | | AMZN | 2,655 | +2,655 | $479 | | DOLBY LABORATORIES INC |
4,161 |
UNCH |
$349 | | DLB | 4,161 | UNCH | $349 | | EXXON MOBIL CORP |
2,951 |
UNCH |
$343 | | XOM | 2,951 | UNCH | $343 | | BECTON DICKINSON & CO |
1,059 |
UNCH |
$262 | | BDX | 1,059 | UNCH | $262 | | HOME DEPOT INC |
677 |
UNCH |
$260 | | HD | 677 | UNCH | $260 |  BERKSHIRE HATHAWAY INC DEL |
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$212 | | BRK.B | 503 | +503 | $212 | | DISNEY WALT CO |
1,708 |
+1,708 |
$209 | | DIS | 1,708 | +1,708 | $209 |
See Full List: All Stocks Held By BlueSky Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By BlueSky Wealth Advisors LLC
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