Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BlueSky Wealth Advisors, LLC (CIK 1704107) reported $776.5M across 115 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($125.3M, 16.13%), VGIT ($46.5M, 5.99%), SCHP ($40.4M, 5.20%), SCHF ($38.7M, 4.98%), VTV ($36.9M, 4.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $125.3M | 16.13% | 4.9M | Trimmed |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | $46.5M | 5.99% | 781,385 | New |
| 3 | SCHP | SCHWAB STRATEGIC TR | $40.4M | 5.20% | 1.5M | Added |
| 4 | SCHF | SCHWAB STRATEGIC TR | $38.7M | 4.98% | 1.6M | Added |
| 5 | VTV | VANGUARD INDEX FDS | $36.9M | 4.75% | 187,912 | Added |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $35.0M | 4.51% | 442,058 | Trimmed |
| 7 | SCHA | SCHWAB STRATEGIC TR | $30.2M | 3.89% | 1.0M | Added |
| 8 | VWOB | VANGUARD WHITEHALL FDS | $26.7M | 3.44% | 406,477 | Added |
| 9 | VV | VANGUARD INDEX FDS | $24.1M | 3.11% | 80,797 | Trimmed |
| 10 | SCHE | SCHWAB STRATEGIC TR | $20.7M | 2.67% | 628,752 | Trimmed |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $20.0M | 2.58% | 242,260 | New |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $20.1M | 2.58% | 592,361 | New |
| 13 | BNDX | VANGUARD CHARLOTTE FDS | $18.9M | 2.44% | 394,097 | New |
| 14 | DFAT | DIMENSIONAL ETF TRUST | $18.4M | 2.37% | 294,502 | Trimmed |
| 15 | SHYG | ISHARES TR | $17.7M | 2.28% | 417,960 | New |
| 16 | DFAX | DIMENSIONAL ETF TRUST | $16.5M | 2.12% | 484,743 | Trimmed |
| 17 | MBB | ISHARES TR | $15.7M | 2.02% | 165,545 | New |
| 18 | DFIV | DIMENSIONAL ETF TRUST | $15.7M | 2.02% | 297,465 | New |
| 19 | VSS | VANGUARD INTL EQUITY INDEX F | $14.6M | 1.88% | 100,324 | New |
| 20 | FNDF | SCHWAB STRATEGIC TR | $13.8M | 1.77% | 281,416 | Trimmed |
| 21 | NVDA | NVIDIA CORPORATION | $13.0M | 1.68% | 74,748 | Added |
| 22 | TIP | ISHARES TR | $11.5M | 1.48% | 104,360 | Added |
| 23 | VB | VANGUARD INDEX FDS | $10.5M | 1.35% | 40,153 | Added |
| 24 | IGSB | ISHARES TR | $9.5M | 1.22% | 180,967 | Trimmed |
| 25 | VWO | VANGUARD INTL EQUITY INDEX F | $9.3M | 1.19% | 171,405 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31