BlueSky Wealth Advisors, LLC

Est. AUM

$776.5M

13F long equity, this entity only

Positions

115

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LRG CAP ETF	$125.3M	4885976	16.13%	SOLE
2	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$46.5M	781385	5.99%	SOLE
3	SCHWAB STRATEGIC TR	US TIPS ETF	$40.4M	1517207	5.20%	SOLE
4	SCHWAB STRATEGIC TR	INTL EQTY ETF	$38.7M	1562897	4.98%	SOLE
5	VANGUARD INDEX FDS	VALUE ETF	$36.9M	187912	4.75%	SOLE
6	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$35.0M	442058	4.51%	SOLE
7	SCHWAB STRATEGIC TR	US SML CAP ETF	$30.2M	1039134	3.89%	SOLE
8	VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$26.7M	406477	3.44%	SOLE
9	VANGUARD INDEX FDS	LARGE CAP ETF	$24.1M	80797	3.11%	SOLE
10	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$20.7M	628752	2.67%	SOLE
11	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$20.1M	592361	2.58%	SOLE
12	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$20.0M	242260	2.58%	SOLE
13	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$18.9M	394097	2.44%	SOLE
14	DIMENSIONAL ETF TRUST	US TARGETED VLU	$18.4M	294502	2.37%	SOLE
15	ISHARES TR	0-5YR HI YL CP	$17.7M	417960	2.28%	SOLE
16	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$16.5M	484743	2.12%	SOLE
17	ISHARES TR	MBS ETF	$15.7M	165545	2.02%	SOLE
18	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$15.7M	297465	2.02%	SOLE
19	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$14.6M	100324	1.88%	SOLE
20	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$13.8M	281416	1.77%	SOLE
21	NVIDIA CORPORATION	COM	$13.0M	74748	1.68%	SOLE
22	ISHARES TR	TIPS BD ETF	$11.5M	104360	1.48%	SOLE
23	VANGUARD INDEX FDS	SMALL CP ETF	$10.5M	40153	1.35%	SOLE
24	ISHARES TR	ISHS 1-5YR INVS	$9.5M	180967	1.22%	SOLE
25	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$9.3M	171405	1.19%	SOLE
26	ALPHABET INC	CAP STK CL C	$8.7M	30238	1.12%	SOLE
27	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$8.5M	181965	1.10%	SOLE
28	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.7M	119711	0.99%	SOLE
29	SCHWAB STRATEGIC TR	US LCAP VA ETF	$6.3M	206324	0.81%	SOLE
30	AMAZON COM INC	COM	$5.7M	27534	0.74%	SOLE
31	SCHWAB STRATEGIC TR	US AGGREGATE B	$5.3M	226820	0.68%	SOLE
32	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$4.9M	126647	0.63%	SOLE
33	ISHARES TR	JPMORGAN USD EMG	$4.7M	49619	0.60%	SOLE
34	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4.6M	62494	0.59%	SOLE
35	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.5M	6946	0.58%	SOLE
36	VANGUARD INDEX FDS	SM CP VAL ETF	$4.4M	20362	0.57%	SOLE
37	APPLE INC	COM	$3.4M	13270	0.43%	SOLE
38	ISHARES TR	CORE US AGGBD ET	$2.9M	29545	0.38%	SOLE
39	ISHARES TR	CORE S&P500 ETF	$2.9M	4373	0.37%	SOLE
40	ALPHABET INC	CAP STK CL A	$2.5M	8862	0.33%	SOLE
41	SCHWAB STRATEGIC TR	US REIT ETF	$2.5M	114508	0.32%	SOLE
42	VANGUARD INDEX FDS	TOTAL STK MKT	$2.3M	7194	0.30%	SOLE
43	CINCINNATI FINL CORP	COM	$2.3M	14464	0.29%	SOLE
44	ISHARES TR	IBOXX HI YD ETF	$2.0M	24665	0.25%	SOLE
45	ISHARES TR	CORE S&P SCP ETF	$1.9M	15010	0.24%	SOLE
46	ISHARES TR	EAFE VALUE ETF	$1.8M	24432	0.23%	SOLE
47	ISHARES TR	ISHS 5-10YR INVT	$1.7M	32852	0.23%	SOLE
48	ISHARES INC	CORE MSCI EMKT	$1.6M	23162	0.21%	SOLE
49	SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$1.4M	57869	0.19%	SOLE
50	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.4M	2857	0.18%	SOLE

1–50 of 115

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.