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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
AMZN +2,655+$479
BRK +503+$212
DIS +1,708+$209
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
SCHX -1,951,377-$110,058
VCSH -625,833-$48,421
SCHZ -867,600-$40,448
SCHP -601,327-$31,389
SCHE -993,881-$24,638
VWOB -341,475-$21,769
SCHF -566,503-$20,938
SCHA -401,147-$18,950
VV -86,852-$18,947
SCHH -742,520-$15,378
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
DFAX +46,720+$2,329
TIP +9,705+$1,036
DFAT +5,463+$837
HYG +5,314+$470
EMB +4,015+$388
AAPL +1,865+$233
GOOGL +350+$134
CAT +91+$204
EFA +3+$46
DFAC UNCH+$444
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
IGSB -1,590-$81
CHD -1,500-$18
GOOG -914+$180
GWW -386-$185
IJR -382+$1
IEMG -292+$23
AGG -225-$157
IVV -199+$281
IEFA -129+$69
BlueSky Wealth Advisors LLC Info
Size ($ 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

All Stocks Held By BlueSky Wealth Advisors LLC
As of  03/31/2024, we find all stocks held by BlueSky Wealth Advisors LLC to be as follows, presented in the table below with each row detailing each BlueSky Wealth Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-BlueSky Wealth Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by BlueSky Wealth Advisors LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFAX) 1,164,698 +46,720 $29,630
     DFAX1,164,698+46,720$29,630
DIMENSIONAL ETF TRUST (DFAT) 262,399 +5,463 $14,282
     DFAT262,399+5,463$14,282
ISHARES TR (HYG) 172,085 +5,314 $13,376
     HYG172,085+5,314$13,376
ISHARES TR (IGSB) 229,723 -1,590 $11,780
     IGSB229,723-1,590$11,780
ISHARES TR (TIP) 98,236 +9,705 $10,552
     TIP98,236+9,705$10,552
ISHARES TR (AGG) 102,885 -225 $10,077
     AGG102,885-225$10,077
DIMENSIONAL ETF TRUST (DFAC) 163,248 UNCH $5,216
     DFAC163,248UNCH$5,216
ISHARES TR (EMB) 49,567 +4,015 $4,445
     EMB49,567+4,015$4,445
ALPHABET INC 27,188 -914 $4,140
     GOOG27,188-914$4,140
ISHARES TR (IVV) 7,825 -199 $4,114
     IVV7,825-199$4,114
ISHARES TR (IJR) 18,391 -382 $2,033
     IJR18,391-382$2,033
ISHARES INC (IEMG) 37,640 -292 $1,942
     IEMG37,640-292$1,942
CINCINNATI FINL CORP 14,464 UNCH $1,796
     CINF14,464UNCH$1,796
ISHARES TR (IEFA) 20,363 -129 $1,511
     IEFA20,363-129$1,511
ISHARES TR (IYR) 15,560 -12 $1,399
     IYR15,560-12$1,399
CHURCH & DWIGHT CO INC 12,740 -1,500 $1,329
     CHD12,740-1,500$1,329
ALPHABET INC 7,519 +350 $1,135
     GOOGL7,519+350$1,135
APPLE INC 5,995 +1,865 $1,028
     AAPL5,995+1,865$1,028
CATERPILLAR INC 2,506 +91 $918
     CAT2,506+91$918
ISHARES TR (EFA) 10,027 +3 $801
     EFA10,027+3$801
GRAINGER W W INC 717 -386 $729
     GWW717-386$729
ISHARES TR (IWP) 5,850 UNCH $668
     IWP5,850UNCH$668
ISHARES TR (IWR) 7,481 UNCH $629
     IWR7,481UNCH$629
ISHARES TR (IWF) 1,664 UNCH $561
     IWF1,664UNCH$561
BUILDERS FIRSTSOURCE INC 2,656 UNCH $554
     BLDR2,656UNCH$554
INTUIT 766 UNCH $498
     INTU766UNCH$498
INTERNATIONAL BUSINESS MACHS 2,596 -26 $496
     IBM2,596-26$496
AMAZON COM INC 2,655 +2,655 $479
     AMZN2,655+2,655$479
DOLBY LABORATORIES INC 4,161 UNCH $349
     DLB4,161UNCH$349
EXXON MOBIL CORP 2,951 UNCH $343
     XOM2,951UNCH$343
BECTON DICKINSON & CO 1,059 UNCH $262
     BDX1,059UNCH$262
HOME DEPOT INC 677 UNCH $260
     HD677UNCH$260
BERKSHIRE HATHAWAY INC DEL      $212
     BRK.B503+503$212
DISNEY WALT CO 1,708 +1,708 $209
     DIS1,708+1,708$209
8X8 INC NEW 18,788 +0 $51
     EGHT18,788UNCH$51
VANGUARD BD INDEX FDS $0 (exited)
     BND0-157,788$0
SCHWAB STRATEGIC TR $0 (exited)
     FNDF0-306,691$0
SPDR SER TR $0 (exited)
     JNK0-30,302$0
JPMORGAN CHASE & CO $0 (exited)
     JPM0-3,756$0
LOCKHEED MARTIN CORP $0 (exited)
     LMT0-492$0
MASTERCARD INCORPORATED $0 (exited)
     MA0-640$0
SPDR S&P MIDCAP 400 ETF TR $0 (exited)
     MDY0-493$0
23ANDME HOLDING CO $0 (exited)
     ME0-16,724$0
MICROSOFT CORP $0 (exited)
     MSFT0-2,103$0
NVIDIA CORPORATION $0 (exited)
     NVDA0-5,392$0
ORACLE CORP $0 (exited)
     ORCL0-2,079$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHA0-401,147$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHE0-993,881$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHF0-566,503$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHH0-742,520$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHP0-601,327$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHX0-1,951,377$0
SCHWAB STRATEGIC TR $0 (exited)
     SCHZ0-867,600$0
SPLUNK INC $0 (exited)
     SPLK0-3,240$0
SPDR S&P 500 ETF TR $0 (exited)
     SPY0-8,845$0
PROSHARES TR $0 (exited)
     TQQQ0-4,982$0
UNITEDHEALTH GROUP INC $0 (exited)
     UNH0-731$0
VANGUARD INDEX FDS $0 (exited)
     VB0-39,597$0
VANGUARD INDEX FDS $0 (exited)
     VBR0-12,626$0
VANGUARD SCOTTSDALE FDS $0 (exited)
     VCSH0-625,833$0
VANGUARD TAX MANAGED FDS $0 (exited)
     VEA0-122,078$0
VANGUARD INTL EQUITY INDEX F $0 (exited)
     VEU0-4,190$0
VANGUARD INTL EQUITY INDEX F $0 (exited)
     VGK0-8,405$0
VANGUARD INDEX FDS $0 (exited)
     VNQ0-54,607$0
VANGUARD INTL EQUITY INDEX F $0 (exited)
     VPL0-5,056$0
VANGUARD INDEX FDS $0 (exited)
     VTI0-4,858$0
VANGUARD INDEX FDS $0 (exited)
     VTV0-4,199$0
VANGUARD INDEX FDS $0 (exited)
     VV0-86,852$0
VANGUARD INTL EQUITY INDEX F $0 (exited)
     VWO0-169,317$0
VANGUARD WHITEHALL FDS $0 (exited)
     VWOB0-341,475$0
SELECT SECTOR SPDR TR $0 (exited)
     XLF0-5,793$0
SELECT SECTOR SPDR TR 0 -2,394 $0 (exited)
     XLV0-2,394$0

See Summary: BlueSky Wealth Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By BlueSky Wealth Advisors LLC

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