BlueSky Wealth Advisors, LLC
116 holdingsFiling period: 2026-03-31Current AUM: $838.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | 4.89M | $125.3M | $143.8M | 17.16% | -1,330,182 | 2026-03-31 |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | 781.4K | $46.5M | $45.6M | 5.44% | -- | 2026-03-31 |
| 3 | SCHP | SCHWAB STRATEGIC TR | 1.52M | $40.4M | $39.6M | 4.72% | +17.6K | 2026-03-31 |
| 4 | SCHF | SCHWAB STRATEGIC TR | 1.56M | $38.7M | $42.9M | 5.11% | +190.8K | 2026-03-31 |
| 5 | VTV | VANGUARD INDEX FDS | 187.9K | $36.9M | $41.3M | 4.93% | +183.6K | 2026-03-31 |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 442.1K | $35.0M | $34.8M | 4.15% | -380,095 | 2026-03-31 |
| 7 | SCHA | SCHWAB STRATEGIC TR | 1.04M | $30.2M | $34.9M | 4.16% | +41.7K | 2026-03-31 |
| 8 | VWOB | VANGUARD WHITEHALL FDS | 406.5K | $26.7M | $26.8M | 3.19% | +12.9K | 2026-03-31 |
| 9 | VV | VANGUARD INDEX FDS | 80.8K | $24.1M | $27.8M | 3.31% | -7,282 | 2026-03-31 |
| 10 | SCHE | SCHWAB STRATEGIC TR | 628.8K | $20.7M | $22.7M | 2.70% | -557,731 | 2026-03-31 |
| 11 | DFAE | DIMENSIONAL ETF TRUST | 592.4K | $20.1M | $22.2M | 2.65% | -- | 2026-03-31 |
| 12 | VCIT | VANGUARD SCOTTSDALE FDS | 242.3K | $20.0M | $19.7M | 2.35% | -- | 2026-03-31 |
| 13 | BNDX | VANGUARD CHARLOTTE FDS | 394.1K | $18.9M | $18.8M | 2.25% | -- | 2026-03-31 |
| 14 | DFAT | DIMENSIONAL ETF TRUST | 294.5K | $18.4M | $20.8M | 2.48% | -1,049 | 2026-03-31 |
| 15 | SHYG | ISHARES TR | 418.0K | $17.7M | $17.6M | 2.10% | -- | 2026-03-31 |
| 16 | DFAX | DIMENSIONAL ETF TRUST | 484.7K | $16.5M | $17.7M | 2.11% | -832,663 | 2026-03-31 |
| 17 | MBB | ISHARES TR | 165.5K | $15.7M | $15.4M | 1.83% | -- | 2026-03-31 |
| 18 | DFIV | DIMENSIONAL ETF TRUST | 297.5K | $15.7M | $17.0M | 2.03% | -- | 2026-03-31 |
| 19 | VSS | VANGUARD INTL EQUITY INDEX F | 100.3K | $14.6M | $15.1M | 1.80% | -- | 2026-03-31 |
| 20 | FNDF | SCHWAB STRATEGIC TR | 281.4K | $13.8M | $15.2M | 1.81% | -44,508 | 2026-03-31 |
| 21 | NVDA | NVIDIA CORPORATION | 74.7K | $13.0M | $15.0M | 1.79% | +35.8K | 2026-03-31 |
| 22 | TIP | ISHARES TR | 104.4K | $11.5M | $11.2M | 1.34% | +772 | 2026-03-31 |
| 23 | VB | VANGUARD INDEX FDS | 40.2K | $10.5M | $11.8M | 1.41% | +623 | 2026-03-31 |
| 24 | IGSB | ISHARES TR | 181.0K | $9.5M | $9.4M | 1.13% | -32,319 | 2026-03-31 |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | 171.4K | $9.3M | $10.1M | 1.20% | -6,117 | 2026-03-31 |
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