BlueSky Wealth Advisors, LLC - Portfolio overview
BlueSky Wealth Advisors, LLC has 120 reported holdings in this dataset, with the latest filing dated 2026-04-16.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- SCHX - SCHWAB STRATEGIC TR, 16.09%
- VGIT - VANGUARD SCOTTSDALE FDS, 5.98%
- SCHP - SCHWAB STRATEGIC TR, 5.19%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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