Bluesky Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Bluesky Wealth Advisors, LLCInvestment ActivityBluesky Wealth Advisors, LLC has $643.84 million in total holdings as of September 30, 2024.Bluesky Wealth Advisors, LLC owns shares of 75 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 2.94% of the portfolio was purchased this quarter.About 0.49% of the portfolio was sold this quarter.This quarter, Bluesky Wealth Advisors, LLC has purchased 76 new stocks and bought additional shares in 18 stocks.Bluesky Wealth Advisors, LLC sold shares of 28 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $134,075,507Vanguard Short-Term Corporate Bond ETF $56,040,057Schwab U.S. Aggregate Bond ETF $47,327,107Schwab U.S. TIPS ETF $35,464,337Dimensional World ex U.S. Core Equity 2 ETF $33,254,592 Largest New Holdings this Quarter IES $219,582 Holding Largest Purchases this Quarter Vanguard Short-Term Corporate Bond ETF 41,446 shares (about $3.29M)Schwab U.S. TIPS ETF 48,531 shares (about $2.60M)Schwab U.S. Aggregate Bond ETF 54,495 shares (about $2.59M)Dimensional World ex U.S. Core Equity 2 ETF 56,984 shares (about $1.54M)Schwab Emerging Markets Equity ETF 45,759 shares (about $1.34M) Largest Sales this Quarter Caterpillar 852 shares (about $333.23K)Vanguard Large-Cap ETF 1,209 shares (about $318.32K)Vanguard Total Bond Market ETF 4,234 shares (about $318.02K)iShares Core S&P 500 ETF 404 shares (about $233.04K)Vanguard Real Estate ETF 1,881 shares (about $183.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBluesky Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$134,075,507$496,187 ▲0.4%1,976,05820.8%ETFVCSHVanguard Short-Term Corporate Bond ETF$56,040,057$3,291,643 ▲6.2%705,6168.7%ETFSCHZSchwab U.S. Aggregate Bond ETF$47,327,107$2,589,602 ▲5.8%995,9417.4%ETFSCHPSchwab U.S. TIPS ETF$35,464,337$2,602,717 ▲7.9%661,2785.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$33,254,592$1,539,137 ▲4.9%1,231,1965.2%ETFSCHESchwab Emerging Markets Equity ETF$32,992,808$1,335,248 ▲4.2%1,130,6655.1%ETFSCHFSchwab International Equity ETF$25,548,879$1,234,093 ▲5.1%621,3254.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$24,256,376$1,107,251 ▲4.8%365,4723.8%ETFSCHASchwab US Small-Cap ETF$22,848,134$1,245,476 ▲5.8%443,6533.5%ETFVVVanguard Large-Cap ETF$21,338,075$318,318 ▼-1.5%81,0443.3%ETFSCHHSchwab U.S. REIT ETF$19,195,605$630,016 ▲3.4%828,4683.0%ETFDFATDimensional U.S. Targeted Value ETF$15,293,535$892,028 ▲6.2%274,9152.4%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$14,824,979$855,355 ▲6.1%184,6202.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$12,888,693$122,277 ▼-0.9%244,7532.0%ManufacturingBNDVanguard Total Bond Market ETF$12,327,729$318,016 ▼-2.5%164,1291.9%ETFTIPiShares TIPS Bond ETF$11,626,636$144,053 ▼-1.2%105,2471.8%ETFFNDFSchwab Fundamental International Large Company Index ETF$11,585,335$284,909 ▲2.5%310,0171.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$10,303,593$140,562 ▼-1.3%101,7441.6%FinanceVBVanguard Small-Cap ETF$9,130,687$79,940 ▼-0.9%38,4921.4%ETFVWOVanguard FTSE Emerging Markets ETF$7,917,113$232,694 ▲3.0%165,4571.2%ETFNVDANVIDIA$6,449,2690.0%53,1071.0%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$6,303,296$161,493 ▲2.6%119,3581.0%ETFDFACDimensional U.S. Core Equity 2 ETF$5,595,408$1,303 ▼0.0%163,1790.9%ETFVNQVanguard Real Estate ETF$5,373,213$183,247 ▼-3.3%55,1550.8%ETFGOOGAlphabet$5,071,996$166,185 ▲3.4%30,3370.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$4,850,630$80,327 ▼-1.6%8,4540.8%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$4,817,124$93,019 ▼-1.9%51,4760.7%ETFAMZNAmazon.com$4,773,775$30,744 ▼-0.6%25,6200.7%Retail/WholesaleIVViShares Core S&P 500 ETF$4,174,446$233,035 ▼-5.3%7,2370.6%ETFJNKSPDR Bloomberg High Yield Bond ETF$2,988,071$42,050 ▼-1.4%30,5560.5%FinanceVBRVanguard Small-Cap Value ETF$2,740,446$1,606 ▲0.1%13,6490.4%ETFIJRiShares Core S&P Small-Cap ETF$2,100,017$45,497 ▼-2.1%17,9550.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,066,760$25,318 ▼-1.2%36,0000.3%ETFAAPLApple$1,998,326$14,212 ▲0.7%8,5770.3%Computer and TechnologyCINFCincinnati Financial$1,968,8400.0%14,4640.3%FinanceVTIVanguard Total Stock Market ETF$1,614,149$48,424 ▼-2.9%5,7000.3%ETFIEFAiShares Core MSCI EAFE ETF$1,527,985$40,040 ▼-2.6%19,5770.2%ETFIYRiShares U.S. Real Estate ETF$1,515,520$10,696 ▼-0.7%14,8770.2%ETFCHDChurch & Dwight$1,334,1330.0%12,7400.2%Consumer StaplesGOOGLAlphabet$1,324,312$22,224 ▼-1.7%7,9850.2%Computer and TechnologyBRK.BBerkshire Hathaway$1,175,0440.0%2,5530.2%FinanceMSFTMicrosoft$1,003,639$4,734 ▼-0.5%2,3320.2%Computer and TechnologyMETAMeta Platforms$972,6670.0%1,6990.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$813,316$24,169 ▼-2.9%9,7250.1%FinanceJPMJPMorgan Chase & Co.$794,520$119,768 ▼-13.1%3,7680.1%FinanceGWWW.W. Grainger$789,4960.0%7600.1%Industrial ProductsCATCaterpillar$759,555$333,234 ▼-30.5%1,9420.1%Industrial ProductsORCLOracle$742,9440.0%4,3600.1%Computer and TechnologyVTVVanguard Value ETF$733,019$8,554 ▼-1.2%4,1990.1%ETFIBMInternational Business Machines$704,3610.0%3,1860.1%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$686,1470.0%5,8500.1%ETFIWRiShares Russell Mid-Cap ETF$659,3750.0%7,4810.1%ETFVGKVanguard FTSE Europe ETF$597,5960.0%8,4050.1%ETFIWFiShares Russell 1000 Growth ETF$594,227$30,406 ▼-4.9%1,5830.1%ETFGLDSPDR Gold Shares$522,0930.0%2,1480.1%FinanceINTUIntuit$475,6860.0%7660.1%Computer and TechnologyUNHUnitedHealth Group$425,6470.0%7280.1%MedicalVPLVanguard FTSE Pacific ETF$396,3400.0%5,0560.1%ETFXLVHealth Care Select Sector SPDR Fund$368,7240.0%2,3940.1%ETFNTRANatera$356,9830.0%2,8120.1%MedicalXOMExxon Mobil$345,9160.0%2,9510.1%Oils/EnergyDLBDolby Laboratories$312,625$5,816 ▼-1.8%4,0850.0%Consumer DiscretionaryMDYSPDR S&P MidCap 400 ETF Trust$280,8420.0%4930.0%ETFHDHome Depot$274,3200.0%6770.0%Retail/WholesaleWMTWalmart$266,4750.0%3,3000.0%Retail/WholesaleVEUVanguard FTSE All-World ex-US ETF$263,9700.0%4,1900.0%ETFXLFFinancial Select Sector SPDR Fund$262,5390.0%5,7930.0%ETFVVisa$258,453$20,896 ▼-7.5%9400.0%Business ServicesBDXBecton, Dickinson and Company$255,3250.0%1,0590.0%MedicalLINDE PLC$238,907$19,074 ▼-7.4%5010.0%SHSIESCIES$219,582$219,582 ▲New Holding1,1000.0%Computer and TechnologySNPSSynopsys$212,1770.0%4190.0%Computer and TechnologyPANWPalo Alto Networks$205,0800.0%6000.0%Computer and TechnologyEGHT8X8$38,3280.0%18,7880.0%Computer and TechnologyME23andMe$5,8120.0%16,7240.0%MedicalBLDRBuilders FirstSource$0$367,617 ▼-100.0%00.0%Retail/WholesaleTQQQProShares UltraPro QQQ$0$250,988 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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