account_balance
Investment manager · 13F filer · SEC CIK 1704107
BlueSky Wealth Advisors, LLC
Reported value$865Mas of Sep 30, 2026
Positions110 7 new, 8 sold out
Top 10 weight54.7%SCHX alone is 16%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab Strategic Tr
16.4%Trimmed −3%
VTVVanguard Index FDS
5.7%Added +4%
VGITVanguard Scottsdale FDS
5.3%Trimmed −3%
SCHFSchwab Strategic Tr
5.3%
SCHPSchwab Strategic Tr
4.7%
SCHASchwab Strategic Tr
4.2%Added +2%
VCSHVanguard Scottsdale FDS
3.6%Trimmed −6%
VWOBVanguard Whitehall FDS
3.4%Added +5%
VVVanguard Index FDS
3.1%−3%
DFAEDimensional ETF Trust
3.0%+3%
SCHESchwab Strategic Tr
2.7%Added +3%
DFATDimensional ETF Trust
2.3%
SCHXSchwab Strategic Tr
16.4%Trimmed −3%
VTVVanguard Index FDS
5.7%
VGITVanguard Scottsdale FDS
5.3%
SCHFSchwab Strategic Tr
5.3%
SCHPSchwab Strategic Tr
4.7%
SCHASchwab Strategic Tr
4.2%+2%
VCSHVanguard Scottsdale FDS
3.6%
VWOBVanguard Whitehall FDS
3.4%
VV3.1%
DFAE3.0%
SCHE2.7%
DFAT
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHX Schwab Strategic Tr 16.4% Trimmed −3%
VTV Vanguard Index FDS 5.7% Added +4%
VGIT Vanguard Scottsdale FDS 5.3% Trimmed −3%
SCHF Schwab Strategic Tr 5.3% Held
SCHP Schwab Strategic Tr 4.7% Held
SCHA Schwab Strategic Tr 4.2% Added +2%
VCSH Vanguard Scottsdale FDS 3.6% Trimmed −6%
VWOB Vanguard Whitehall FDS 3.4% Added +5%
VV Vanguard Index FDS 3.1% Trimmed −3%
DFAE Dimensional ETF Trust 3.0% Added +3%
SCHE Schwab Strategic Tr 2.7% Added +3%
DFAT Dimensional ETF Trust 2.3% Held
What changed
Biggest moves since Jun 30, 2026
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