News + Filings Holdings
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BlueSky Wealth Advisors, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SCHWAB STRATEGIC TRUST
| SCHZ | Common | 902,144 | 37,053 | 41,642,956,000 | 41,603,759,000 | 8.37 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHP | Common | 559,679 | 42,672 | 29,343,964,000 | 29,317,183,000 | 5.90 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHE | Common | 927,464 | 115,005 | 22,843,429,000 | 22,825,230,000 | 4.59 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHF | Common | 536,466 | 3,626 | 19,125,018,000 | 19,110,029,000 | 3.84 | |
Hist
| 06/30/2023 |
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VANGUARD WHITEHALL FUNDS
| VWOB | Exchange Traded Fund | 305,091 | 7,399 | 18,998,034,000 | 18,980,920,000 | 3.82 | |
Hist
| 06/30/2023 |
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Navvis & Company, LLC
| VV | ETF | 88,264 | 13,990 | 17,892,878,000 | 17,880,730,000 | 3.60 | |
Hist
| 06/30/2023 |
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SMART CHOICE AUTOMOTIVE GROUP INC
| SCHA | CMN | 387,476 | 49,751 | 16,971,457,000 | 16,958,691,000 | 3.41 | |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| SCHH | Common | 724,850 | 108,518 | 14,156,314,000 | 14,144,795,000 | 2.84 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| HYG | Common | 170,225 | 22,601 | 12,778,827,000 | 12,768,288,000 | 2.57 | |
Hist
| 06/30/2023 |
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Schwab Fundamental International Large Company Index
| FNDF | common | 259,404 | 30,541 | 8,376,155,000 | 8,370,399,000 | 1.68 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOG | COM | 31,059 | 25,319 | 3,757,220,000 | 3,756,668,000 | 0.75 | |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 5,504 | 3 | 2,328,302,000 | 2,327,634,000 | 0.47 | 0.00 |
Hist
| 06/30/2023 |
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W.W. GRAINGER, INC.
| GWW | Common | 1,233 | 129 | 972,331,000 | 971,791,000 | 0.20 | |
Hist
| 06/30/2023 |
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Alphabet Inc.
| GOOGL | COM | 7,231 | 3,212 | 865,551,000 | 865,167,000 | 0.17 | |
Hist
| 06/30/2023 |
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CATERPILLAR INC
| CAT | Common | 2,549 | 43 | 627,181,000 | 626,770,000 | 0.13 | |
Hist
| 06/30/2023 |
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JPMORGAN CHASE & CO
| JPM | Common | 3,676 | 810 | 534,637,000 | 534,338,000 | 0.11 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IWF | Common | 1,664 | 81 | 457,900,000 | 457,567,000 | 0.09 | |
Hist
| 06/30/2023 |
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INTUIT INC.
| INTU | Common | 790 | 7 | 361,970,000 | 361,667,000 | 0.07 | 0.00 |
Hist
| 06/30/2023 |
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EXXON MOBIL CORP
| XOM | Common | 3,306 | 951 | 354,569,000 | 354,363,000 | 0.07 | 0.00 |
Hist
| 06/30/2023 |
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INTERNATIONAL BUSINESS MACHINES CORP
| IBM | Common | 2,597 | 670 | 347,471,000 | 347,242,000 | 0.07 | |
Hist
| 06/30/2023 |
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UNITEDHEALTH GROUP INC
| UNH | Common | 507 | 9 | 243,684,000 | 243,432,000 | 0.05 | 0.00 |
Hist
| 06/30/2023 |
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HOME DEPOT, INC.
| HD | Common | 774 | 2 | 240,435,000 | 240,222,000 | 0.05 | 0.00 |
Hist
| 06/30/2023 |
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