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Disclosery

13F-HR filed by BlueSky Wealth Advisors, LLC

BlueSky Wealth Advisors, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-16, with 74 holding rows worth $639,676,450.

Accession
0001172661-25-000207
Filer
CIK 1704107
Filed
2025-01-16
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 74 entries on the cover page, a total value of $639,676,450 stated on the cover page (in dollars after the unit check, H1), rows summing to $639,676,450 with VALUE read as dollars as filed, 13F file number 028-18007. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Schwab U.S. Large-Cap ETF808524201SHS5,990,685$138,864,069dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM724,647$56,529,724dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B2,041,533$46,342,802dollars as filed
Schwab US TIPS ETF808524870SHS1,324,272$34,205,943dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE1,254,599$31,189,341dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF1,122,528$29,892,923dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS916,130$23,691,131dollars as filed
VANGUARD WHITEHALL FDS921946885COM365,576$23,086,154dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF1,244,554$23,024,242dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF83,539$22,530,468dollars as filed
Schwab US REIT ETF808524847SHS850,696$17,915,659dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU278,459$15,499,055dollars as filed
ISHARES TR464288513IBOXX HI YD ETF196,267$15,436,437dollars as filed
Vanguard Total Bond Market ETF921937835SHS189,972$13,660,887dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF242,430$12,533,631dollars as filed
iShares TIPS Bond ETF464287176SHS110,945$11,821,190dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL345,769$11,482,988dollars as filed
Vanguard Small-Cap ETF922908751SHS37,639$9,043,899dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS87,105$8,440,460dollars as filed
VWO922042858SHS182,189$8,023,608dollars as filed
NVIDIA Corp67066G104COM53,287$7,155,865dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS148,537$7,103,039dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM31,063$5,915,706dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2163,179$5,644,362dollars as filed
Amazon.com, Inc023135106COM25,620$5,620,772dollars as filed
Vanguard Real Estate922908553SHS59,656$5,314,168dollars as filed
SPY78462F103SHS8,366$4,903,340dollars as filed
ISHARES TR464288281JPMORGAN USD EMG52,599$4,683,415dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS5,342$3,144,729dollars as filed
SPDR SER TR78468R622BLOOMBERG HIGH Y30,685$2,929,497dollars as filed
Vanguard Small-Cap Value ETF922908611SHS13,648$2,704,761dollars as filed
Apple Inc037833100COM8,504$2,129,487dollars as filed
CINCINNATI FINL CORP COM172062101Stock14,464$2,078,477dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS15,893$1,831,191dollars as filed
VTI922908769COM5,700$1,652,057dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS31,247$1,631,718dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,835$1,483,166dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock12,740$1,334,005dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS16,598$1,166,507dollars as filed
Berkshire Hathaway Inc084670702COM2,553$1,157,224dollars as filed
ISHARES TR464287739U.S. REAL ES ETF12,291$1,143,800dollars as filed
Microsoft Corp594918104COM2,393$1,008,447dollars as filed
META PLATFORMS INC CL A30303M102COM1,699$994,917dollars as filed
JPMorgan Chase & Co46625H100COM3,768$903,227dollars as filed
WW GRAINGER INC COM384802104Stock760$801,078dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF5,850$741,488dollars as filed
ISHARES TR464287465MSCI EAFE ETF9,767$738,513dollars as filed
Oracle Corporation68389X105COM4,360$726,550dollars as filed
Vanguard Value ETF922908744SHS4,199$710,891dollars as filed
Caterpillar Inc.149123101COM1,942$704,480dollars as filed
International Business Machines Corporation459200101COM3,186$700,378dollars as filed
iShares Russell Midcap ETF464287499SHS7,481$661,320dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,583$635,701dollars as filed
Vanguard FTSE Europe ETF922042874SHS8,405$533,465dollars as filed
SPDR GOLD TR78463V107GOLD SHS2,148$520,095dollars as filed
Intuit Inc.461202103COM766$481,431dollars as filed
NATERA INC COM632307104Stock2,812$445,140dollars as filed
UnitedHealth Group Inc91324P102COM728$368,266dollars as filed
Vanguard FTSE Pacific ETF922042866SHS5,056$359,178dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS2,394$329,343dollars as filed
EXXON MOBIL CORP30231G102COM2,951$317,439dollars as filed
DOLBY LABORATORIES INC COM CL A25659T107Stock4,015$313,572dollars as filed
Walmart Inc.931142103COM3,300$298,155dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS493$280,803dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS5,793$279,976dollars as filed
Home Depot, Inc437076102COM677$263,346dollars as filed
Tesla Motors, Inc88160R101COM603$243,516dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS4,190$240,548dollars as filed
BECTON DICKINSON & CO075887109COM1,059$240,255dollars as filed
IES HOLDINGS INC44951W106COM1,100$221,056dollars as filed
PALO ALTO NETWORKS INC697435105COM1,200$218,352dollars as filed
SYNOPSYS INC COM871607107Stock419$203,366dollars as filed
MasterCard, Inc57636Q104COM380$200,097dollars as filed
8X8 INC282914100COMMON STOCK18,788$50,164dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-000207this filing2025-01-16acceptance time not in the bulk data set