BlueSky Wealth Advisors, LLC
CIK 1704107 · Holdings on Sep 30, 2026 · First reported Oct 29, 2026
Top ten holdings
Q3 2026- SCHX16.40%
- VTV5.72%
- VGIT5.34%
- SCHF5.29%
- SCHP4.66%
- SCHA4.23%
- VCSH3.57%
- VWOB3.35%
- VV3.11%
- DFAE3.04%
Share classes counted separately54.71%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHRWeight increased · +0.58 pp0.48% → 1.06%Shares +216.82K (+128.27%)
- VGITWeight decreased · -0.41 pp5.75% → 5.34%Shares -26.80K (-3.18%)
- SCHAWeight decreased · -0.36 pp4.59% → 4.23%Shares +22.68K (+2.07%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHXSCHWAB US LARGE-CAP ETFUS LRG CAP ETF View history and evidence | $141.77M | 16.40% | 4.73M shares | 16.55% → 16.40%-0.15 pp -128.16K (-2.64%) | Reduced | ↗▾ |
| 02 | VTVVANGUARD MRNGSTR VAL ETF-AUIMRNGSTR VAL ETF View history and evidence | $49.41M | 5.72% | 228.67K shares | 5.53% → 5.72%+0.19 pp +9.60K (+4.38%) | Added | ↗▾ |
| 03 | VGITVANGUARD INTERMEDIATE-TERM TINTER TERM TREAS View history and evidence | $46.21M | 5.34% | 815.52K shares | 5.75% → 5.34%-0.41 pp -26.80K (-3.18%) | Reduced | ↗▾ |
| 04 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $45.72M | 5.29% | 1.66M shares | 5.35% → 5.29%-0.06 pp -4.30K (-0.26%) | Reduced | ↗▾ |
| 05 | SCHPSCHWAB U.S. TIPS ETFUS TIPS ETF View history and evidence | $40.26M | 4.66% | 1.60M shares | 4.98% → 4.66%-0.32 pp -21.66K (-1.33%) | Reduced | ↗▾ |
| 06 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $36.53M | 4.23% | 1.12M shares | 4.59% → 4.23%-0.36 pp +22.68K (+2.07%) | Added | ↗▾ |
| 07 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $30.88M | 3.57% | 399.70K shares | 3.91% → 3.57%-0.34 pp -27.48K (-6.43%) | Reduced | ↗▾ |
| 08 | VWOBVANGUARD EMERG MKTS GOV BNDEM MK GOV BD ETF View history and evidence | $29.00M | 3.35% | 459.32K shares | 3.39% → 3.35%-0.04 pp +23.63K (+5.42%) | Added | ↗▾ |
| 09 | VVVNGRD MRGSTR LRG-CAP ETF-USDMRNGSTR LRG CAP View history and evidence | $26.92M | 3.11% | 76.52K shares | 3.16% → 3.11%-0.05 pp -2.71K (-3.43%) | Reduced | ↗▾ |
| 10 | DFAEDIMENSIONAL EMERGING CORE EQEMGR CRE EQT MNG View history and evidence | $26.32M | 3.04% | 669.45K shares | 3.03% → 3.04%+0.01 pp +18.23K (+2.80%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 9
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EXMOC EXXON MOBIL CORP | Non-derivative | -5,384 | -$736.12K | SEC filing ↗ | SEC filing ↗ |
| VNQ VANGUARD REAL ESTATE ETF | Non-derivative | -5,503 | -$530.65K | SEC filing ↗ | SEC filing ↗ |
| AIP ARTERIS INC | Non-derivative | -6,947 | -$337.56K | SEC filing ↗ | SEC filing ↗ |
3 / 9 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1704107 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 29, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 864519282
}Research all 110 reported holdings.
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