BlueSky Wealth Advisors, LLC: 13F holdings
CIK 17041072026Q2
| Positions | 111 |
|---|
| Reported value | $863.3m |
|---|
| Filed | 2026-07-28 |
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Change since last quarter
| Positions | 111 (-4 vs prior quarter) |
|---|
| Reported value | $863.3m (+11.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHX SCHWAB STRATEGIC TR | 4,853,947 | $142.9m | 16.5% |
| VGIT VANGUARD SCOTTSDALE FDS | 842,326 | $49.7m | 5.8% |
| VTV VANGUARD INDEX FDS | 219,076 | $47.7m | 5.5% |
| SCHF SCHWAB STRATEGIC TR | 1,668,792 | $46.2m | 5.4% |
| SCHP SCHWAB STRATEGIC TR | 1,623,663 | $43.0m | 5.0% |
| SCHA SCHWAB STRATEGIC TR | 1,096,973 | $39.6m | 4.6% |
| VCSH VANGUARD SCOTTSDALE FDS | 427,179 | $33.8m | 3.9% |
| VWOB VANGUARD WHITEHALL FDS | 435,695 | $29.3m | 3.4% |
| VV VANGUARD INDEX FDS | 79,239 | $27.3m | 3.2% |
| DFAE DIMENSIONAL ETF TRUST | 651,220 | $26.2m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1704107")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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