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Bluesky Wealth Advisors, Llc

Portfolio Manager
BlueSky Wealth Advisors, LLC
Performance
-0.80% (2026 Q1)
AUM (13F)
$776.52M
# of Holdings
115
Performance Rank
Allocation (Top 20)
76.73%

Bluesky Wealth Advisors, Llc Holdings Map

Top 50 Bluesky Wealth Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SCHX
SCHWAB STRATEGIC TR
16.13%4.89M$125.3M
-21.40%(-1.33M)
2025-Q1: 6.19M shares2025-Q2: 6.14M shares2025-Q3: 6.15M shares2025-Q4: 6.22M shares2026-Q1: 4.89M shares
$12.47(+128.49%)
2026-03-31
VGIT
VANGUARD SCOTTSDALE FDS
5.99%781.4K$46.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 781.4K shares
$59.74(-1.17%)
2026-03-31
SCHP
SCHWAB STRATEGIC TR
5.2%1.52M$40.4M
+1.17%(+17.60K)
2025-Q1: 1.33M shares2025-Q2: 1.35M shares2025-Q3: 1.39M shares2025-Q4: 1.50M shares2026-Q1: 1.52M shares
$28.49(-6.01%)
2026-03-31
SCHF
SCHWAB STRATEGIC TR
4.98%1.56M$38.7M
+13.91%(+190.81K)
2025-Q1: 1.34M shares2025-Q2: 1.36M shares2025-Q3: 1.36M shares2025-Q4: 1.37M shares2026-Q1: 1.56M shares
$17.40(+53.14%)
2026-03-31
VTV
VANGUARD INDEX FDS
4.75%187.9K$36.9M
+4243.78%(+183.59K)
2025-Q1: 4.2K shares2025-Q2: 4.2K shares2025-Q3: 4.3K shares2025-Q4: 4.3K shares2026-Q1: 187.9K shares
$192.08(+7.52%)
2026-03-31
VCSH
VANGUARD SCOTTSDALE FDS
4.51%442.1K$35.0M
-46.23%(-380.10K)
2025-Q1: 728.6K shares2025-Q2: 742.3K shares2025-Q3: 770.0K shares2025-Q4: 822.2K shares2026-Q1: 442.1K shares
$79.62(-0.83%)
2026-03-31
SCHA
SCHWAB STRATEGIC TR
3.89%1.04M$30.2M
+4.18%(+41.72K)
2025-Q1: 949.1K shares2025-Q2: 983.0K shares2025-Q3: 984.8K shares2025-Q4: 997.4K shares2026-Q1: 1.04M shares
$19.35(+71.31%)
2026-03-31
VWOB
VANGUARD WHITEHALL FDS
3.44%406.5K$26.7M
+3.28%(+12.90K)
2025-Q1: 372.3K shares2025-Q2: 371.5K shares2025-Q3: 377.9K shares2025-Q4: 393.6K shares2026-Q1: 406.5K shares
$73.11(-8.80%)
2026-03-31
VV
VANGUARD INDEX FDS
3.11%80.8K$24.1M
-8.27%(-7.28K)
2025-Q1: 79.5K shares2025-Q2: 93.8K shares2025-Q3: 87.8K shares2025-Q4: 88.1K shares2026-Q1: 80.8K shares
$183.31(+81.57%)
2026-03-31
SCHE
SCHWAB STRATEGIC TR
2.67%628.8K$20.7M
-47.01%(-557.73K)
2025-Q1: 1.14M shares2025-Q2: 1.18M shares2025-Q3: 1.16M shares2025-Q4: 1.19M shares2026-Q1: 628.8K shares
$25.16(+43.11%)
2026-03-31

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