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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 2025-03-31, filed 2025-04-21, with 73 holding rows worth $645,210,031.

Accession
0001172661-25-001516
Filer
CIK 1704107
Filed
2025-04-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 73 entries on the cover page, a total value of $645,210,031 stated on the cover page (in dollars after the unit check, H1), rows summing to $645,210,031 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 ETF808524201SHS6,192,256$136,725,021dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM728,627$57,517,830dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B2,088,164$48,361,870dollars as filed
Schwab US TIPS ETF808524870SHS1,334,872$35,894,712dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE1,312,871$34,397,218dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF1,135,797$31,313,930dollars as filed
SCHWAB STRATEGIC TR808524805INTL EQTY ETF1,339,904$26,503,298dollars as filed
VANGUARD WHITEHALL FDS921946885COM372,346$23,904,614dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS949,083$22,237,003dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF79,455$20,422,319dollars as filed
Schwab US REIT ETF808524847SHS874,246$18,805,031dollars as filed
ISHARES TR464288513IBOXX HI YD ETF201,010$15,857,700dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU283,068$14,575,172dollars as filed
Vanguard Total Bond Market ETF921937835SHS190,579$13,998,028dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF242,537$12,701,663dollars as filed
SCHWAB STRATEGIC TR808524755FUNDAMENTAL INTL348,511$12,595,188dollars as filed
iShares TIPS Bond ETF464287176SHS111,827$12,422,861dollars as filed
VWO922042858SHS204,113$9,238,159dollars as filed
Vanguard Small-Cap ETF922908751SHS38,080$8,444,240dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS82,056$8,116,995dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS128,765$6,545,125dollars as filed
Vanguard Real Estate922908553SHS65,961$5,972,121dollars as filed
NVIDIA Corp67066G104COM53,539$5,802,531dollars as filed
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2163,179$5,383,275dollars as filed
Amazon.com, Inc023135106COM25,620$4,874,461dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM31,063$4,853,028dollars as filed
ISHARES TR464288281JPMORGAN USD EMG52,394$4,746,372dollars as filed
SPY78462F103SHS8,306$4,646,030dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS5,134$2,884,795dollars as filed
SPDR SER TR78468R622BLOOMBERG HIGH Y29,608$2,821,642dollars as filed
Vanguard Small-Cap Value ETF922908611SHS15,027$2,799,380dollars as filed
CINCINNATI FINL CORP COM172062101Stock14,464$2,136,622dollars as filed
Apple Inc037833100COM8,584$1,906,814dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS30,233$1,631,675dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS15,425$1,612,992dollars as filed
VTI922908769COM5,868$1,612,894dollars as filed
Berkshire Hathaway Inc084670702COM2,553$1,359,677dollars as filed
CHURCH & DWIGHT CO INC COM171340102Stock11,740$1,292,457dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM7,835$1,211,604dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS15,944$1,206,164dollars as filed
ISHARES TR464287739U.S. REAL ES ETF10,905$1,044,154dollars as filed
META PLATFORMS INC CL A30303M102COM1,699$979,412dollars as filed
JPMorgan Chase & Co46625H100COM3,768$924,290dollars as filed
Microsoft Corp594918104COM2,393$898,173dollars as filed
ISHARES TR464287465MSCI EAFE ETF9,543$779,950dollars as filed
WW GRAINGER INC COM384802104Stock760$750,751dollars as filed
Vanguard Value ETF922908744SHS4,199$725,335dollars as filed
International Business Machines Corporation459200101COM2,863$711,914dollars as filed
Caterpillar Inc.149123101COM1,942$640,472dollars as filed
iShares Russell Midcap ETF464287499SHS7,481$636,409dollars as filed
SPDR GOLD TR78463V107GOLD SHS2,148$618,925dollars as filed
Oracle Corporation68389X105COM4,360$609,572dollars as filed
Vanguard FTSE Europe ETF922042874SHS8,405$590,115dollars as filed
Intuit Inc.461202103COM766$470,316dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,178$425,364dollars as filed
ISHARES RUSSELL MID-CAP GROWTH ETF464287481ETF3,584$421,084dollars as filed
NATERA INC COM632307104Stock2,812$397,645dollars as filed
UnitedHealth Group Inc91324P102COM728$381,290dollars as filed
Vanguard FTSE Pacific ETF922042866SHS5,056$366,358dollars as filed
EXXON MOBIL CORP30231G102COM2,951$350,962dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS2,394$349,548dollars as filed
DOLBY LABORATORIES INC COM CL A25659T107Stock4,015$322,445dollars as filed
Walmart Inc.931142103COM3,300$289,707dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS5,793$288,549dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS493$263,006dollars as filed
Vanguard FTSE All-World ex-US ETF922042775SHS4,190$254,165dollars as filed
Home Depot, Inc437076102COM677$248,114dollars as filed
BECTON DICKINSON & CO075887109COM1,059$242,575dollars as filed
Tesla Motors, Inc88160R101COM932$241,537dollars as filed
MasterCard, Inc57636Q104COM380$208,286dollars as filed
PALO ALTO NETWORKS INC697435105COM1,200$204,768dollars as filed
General Electric Company369604301COM1,023$204,753dollars as filed
8X8 INC282914100COMMON STOCK18,788$37,576dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-25-001516this filing2025-04-21acceptance time not in the bulk data set