EdgeMarket › What Bluesky Wealth Advisors, Llc reported owning
What Bluesky Wealth Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
776.5MPositions
115Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| SCHX Schwab U.S. Large-Cap ETF | 125.3M | 16.1% | 4.9M | 30.21 | +19.6% |
| VGIT Vanguard Intermediate-Term Treasury ETF | 46.5M | 6.0% | 781.4K | 58.31 | -2.3% |
| SCHP Schwab U.S. TIPS ETF | 40.4M | 5.2% | 1.5M | 25.96 | -2.7% |
| SCHF Schwab International Equity ETF | 38.7M | 5.0% | 1.6M | 28.46 | +24.7% |
| VTV Vanguard Morningstar Value ETF | 36.9M | 4.7% | 187.9K | 226.40 | +24.6% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 35.0M | 4.5% | 442.1K | 78.59 | -1.3% |
| SCHA Schwab U.S. Small-Cap ETF | 30.2M | 3.9% | 1.0M | 34.83 | +32.4% |
| VWOB Vanguard Emerging Markets Government Bond ETF | 26.7M | 3.4% | 406.5K | 65.91 | -0.3% |
| VV Vanguard Morningstar Large-Cap ETF | 24.1M | 3.1% | 80.8K | 352.60 | +19.8% |
| SCHE Schwab Emerging Markets Equity ETF | 20.7M | 2.7% | 628.8K | 36.97 | +17.7% |
| DFAE Dimensional Emerging Core Equity Market ETF | 20.1M | 2.6% | 592.4K | 39.49 | +32.0% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 20.0M | 2.6% | 242.3K | 81.05 | -2.5% |
| BNDX Vanguard Total International Bond ETF | 18.9M | 2.4% | 394.1K | 47.65 | -3.3% |
| DFAT Dimensional U.S. Targeted Value ETF | 18.4M | 2.4% | 294.5K | 71.67 | +26.9% |
| SHYG iShares 0-5 Year High Yield Corporate Bond ETF | 17.7M | 2.3% | 418.0K | 42.24 | -1.7% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 16.5M | 2.1% | 484.7K | 38.16 | +24.9% |
| MBB iShares MBS ETF | 15.7M | 2.0% | 165.5K | 93.12 | -0.6% |
| DFIV Dimensional International Value ETF | 15.7M | 2.0% | 297.5K | 58.31 | +27.8% |
| VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF | 14.6M | 1.9% | 100.3K | 160.06 | +15.9% |
| FNDF Schwab Fundamental International Equity ETF | 13.8M | 1.8% | 281.4K | 55.84 | +32.1% |
| NVDA NVIDIA CORP | 13.0M | 1.7% | 74.7K | 214.72 | +22.4% |
| TIP iShares TIPS Bond ETF | 11.5M | 1.5% | 104.4K | 107.13 | -2.7% |
| VB Vanguard Morningstar Small-Cap ETF | 10.5M | 1.4% | 40.2K | 304.76 | +24.4% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 9.5M | 1.2% | 181.0K | 52.11 | -1.4% |
| VWO Vanguard FTSE Emerging Markets ETF | 9.3M | 1.2% | 171.4K | 60.45 | +17.7% |
| GOOG Alphabet Inc. | 8.7M | 1.1% | 30.2K | 341.75 | +70.7% |
| SCHC Schwab International Small-Cap Equity ETF | 8.5M | 1.1% | 182.0K | 51.25 | +17.4% |
| VEA Vanguard FTSE Developed Markets ETF | 7.7M | 1.0% | 119.7K | 73.42 | +24.7% |
| SCHV Schwab U.S. Large-Cap Value ETF | 6.3M | 0.8% | 206.3K | 34.94 | +22.7% |
| AMZN AMAZON COM INC | 5.7M | 0.7% | 27.5K | 258.63 | +15.6% |
| SCHZ Schwab US Aggregate Bond ETF | 5.3M | 0.7% | 226.8K | 22.77 | -1.8% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 4.9M | 0.6% | 126.6K | 45.61 | +22.8% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond | 4.7M | 0.6% | 49.6K | 94.72 | +0.9% |
| BND Vanguard Total Bond Market ETF | 4.6M | 0.6% | 62.5K | 72.23 | -1.8% |
| SPY SPDR S&P 500 ETF TRUST | 4.5M | 0.6% | 6.9K | 765.72 | +20.0% |
| VBR Vanguard Morningstar Small-Cap Value ETF | 4.4M | 0.6% | 20.4K | 249.18 | +22.7% |
| AAPL Apple Inc. | 3.4M | 0.4% | 13.3K | 309.35 | +36.9% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2.9M | 0.4% | 29.5K | 97.35 | -1.7% |
| IVV iShares Core S&P 500 ETF | 2.9M | 0.4% | 4.4K | 769.31 | +20.0% |
| GOOGL Alphabet Inc. | 2.5M | 0.3% | 8.9K | 344.82 | +73.0% |
| SCHH Schwab U.S. REIT ETF | 2.5M | 0.3% | 114.5K | 24.04 | +12.9% |
| VTI Vanguard Morningstar Total Stock Market ETF | 2.3M | 0.3% | 7.2K | 378.24 | +20.5% |
| CINF CINCINNATI FINANCIAL CORP | 2.3M | 0.3% | 14.5K | 168.29 | +9.5% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 2.0M | 0.3% | 24.7K | 79.61 | -0.9% |
| IJR iShares Core S&P Small-Cap ETF | 1.9M | 0.2% | 15.0K | 147.31 | +29.0% |
| EFV iShares MSCI EAFE Value ETF | 1.8M | 0.2% | 24.4K | 82.23 | +21.4% |
| IGIB iShares 5-10 Year Investment Grade Corporate B | 1.7M | 0.2% | 32.9K | 52.14 | -2.5% |
| IEMG iShares Core MSCI Emerging Markets ETF | 1.6M | 0.2% | 23.2K | 81.57 | +31.9% |
| SCHR Schwab Intermediate-Term U.S. Treasury ETF | 1.4M | 0.2% | 57.9K | 24.38 | -2.4% |
| unmapped CUSIP 084670702 | 1.4M | 0.2% | 2.9K | — | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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