Blue Sky Wealth Advisors, LLC Incresed Positions in Q4 2024

Blue Sky Wealth Advisors, LLC

  • $639 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHX
Schwab Strategic Tr Us Large C

ETFs
4.01M
+ 203.16%
$22.4 - $68.28 $89.9M - $274M
5.99M $139M
BND
Vanguard Bd Index Fd Inc Total

ETFs
25.8K
+ 15.75%
$71.75 - $75.11 $1.85M - $1.94M
190K $13.7M
VV
Vanguard Large Cap ETF

ETFs
2.5K
+ 3.08%
$260.27 - $280.65 $649K - $700K
83.5K $22.5M
GOOG
Alphabet Inc.

Communication Services
726
+ 2.39%
$163.08 - $198.16 $118K - $144K
31.1K $5.92M
SCHA
Schwab Strategic Tr Us Small C

ETFs
472K
+ 106.5%
$25.33 - $51.16 $12M - $24.2M
916K $23.7M
VEA
Vanguard Ftse Developed Market

ETFs
29.2K
+ 24.45%
$47.57 - $52.44 $1.39M - $1.53M
149K $7.1M
NVDA
Nvidia Corp

Technology
180
+ 0.34%
$117.0 - $148.88 $21.1K - $26.8K
53.3K $7.16M
HYG
Ishares Tr

ETFs
11.6K
+ 6.31%
$78.09 - $80.04 $910K - $932K
196K $15.4M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
19K
+ 2.7%
$77.86 - $79.27 $1.48M - $1.51M
725K $56.5M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.54K
+ 1.29%
$54.54 - $61.04 $193K - $216K
278K $15.5M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
16.7K
+ 10.11%
$44.04 - $49.49 $737K - $828K
182K $8.02M
PANW
Palo Alto Networks Inc

Technology
600
+ 100.0%
$181.96 - $405.9 $109K - $244K
1.2K $218K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
104
+ 0.03%
N/A
366K $22.8M
MSFT
Microsoft Corp

Technology
61
+ 2.62%
$406.35 - $454.46 $24.8K - $27.7K
2.39K $1.01M
VNQ
Vanguard Specialized Funds Van

ETFs
4.5K
+ 8.16%
$87.85 - $98.6 $395K - $444K
59.7K $5.31M
JNK
Spdr Bloomberg High Yield Bond

ETFs
129
+ 0.42%
$94.77 - $97.36 $12.2K - $12.6K
30.7K $2.93M
EFA
Ishares Tr Msci Eafe ETF

ETFs
42
+ 0.43%
$75.1 - $82.99 $3.15K - $3.49K
9.77K $738K
FNDF
Schwab Fundamental Intl Large

ETFs
35.8K
+ 11.53%
$32.92 - $37.15 $1.18M - $1.33M
346K $11.5M
EMB
Ishares Tr

ETFs
1.12K
+ 2.18%
$88.94 - $93.46 $99.9K - $105K
52.6K $4.68M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
1.05M
+ 104.99%
$22.63 - $47.53 $23.7M - $49.7M
2.04M $46.3M
SCHP
Schwab Strategic Us Tips ETF

ETFs
663K
+ 100.26%
$25.74 - $53.78 $17.1M - $35.7M
1.32M $34.2M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
22.2K
+ 2.68%
$20.55 - $23.26 $457K - $517K
851K $17.9M
DFAX
Dimensional ETF Tr
23.4K
+ 1.9%
$24.76 - $27.04 $579K - $633K
1.25M $31.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
623K
+ 100.31%
$18.41 - $40.87 $11.5M - $25.5M
1.24M $23M
Activity Summary
Buys All Purchases 27 New Holdings 2 Increased Positions 25 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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