Blue Sky Wealth Advisors, LLC Incresed Positions in Q1 2025

Blue Sky Wealth Advisors, LLC

  • $644 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
95.4K
+ 7.66%
$18.36 - $20.51 $1.75M - $1.96M
1.34M $26.5M
DFAX
Dimensional ETF Tr
58.3K
+ 4.64%
$24.45 - $27.2 $1.42M - $1.58M
1.31M $34.4M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
46.6K
+ 2.28%
$22.46 - $23.26 $1.05M - $1.08M
2.09M $48.4M
SCHP
Schwab Strategic Us Tips ETF

ETFs
10.6K
+ 0.8%
$25.69 - $26.89 $272K - $285K
1.33M $35.9M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
13.3K
+ 1.18%
$25.81 - $28.52 $342K - $378K
1.14M $31.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
21.9K
+ 12.03%
$42.5 - $46.71 $932K - $1.02M
204K $9.24M
FNDF
Schwab Fundamental Intl Large

ETFs
2.74K
+ 0.79%
$32.9 - $37.45 $90.2K - $103K
349K $12.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
3.98K
+ 0.55%
$77.7 - $78.94 $309K - $314K
729K $57.5M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
23.6K
+ 2.77%
$20.2 - $22.24 $476K - $524K
874K $18.8M
VNQ
Vanguard Specialized Funds Van

ETFs
6.31K
+ 10.57%
$85.55 - $94.34 $539K - $595K
66K $5.97M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
6.77K
+ 1.85%
N/A
372K $23.2M
HYG
Ishares Tr

ETFs
4.74K
+ 2.42%
$78.51 - $80.11 $372K - $380K
201K $15.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
607
+ 0.32%
$71.17 - $73.66 $43.2K - $44.7K
191K $14M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
107
+ 0.04%
$51.52 - $52.37 $5.51K - $5.6K
243K $12.7M
VBR
Vanguard Small Cap Value ETF

ETFs
1.38K
+ 10.1%
$183.02 - $207.75 $252K - $286K
15K $2.8M
TSLA
Tesla, Inc.

Consumer Cyclical
329
+ 54.56%
$222.15 - $428.22 $73.1K - $141K
932 $241K
VTI
Vanguard Total Stock Market Et

ETFs
168
+ 2.95%
$271.18 - $303.12 $45.6K - $50.9K
5.87K $1.61M
AAPL
Apple Inc.

Technology
80
+ 0.94%
$209.68 - $247.1 $16.8K - $19.8K
8.58K $1.91M
VB
Vanguard Small Cap ETF

ETFs
441
+ 1.17%
$217.89 - $252.64 $96.1K - $111K
38.1K $8.44M
DFAT
Dimensional ETF Tr U S Target

ETFs
4.61K
+ 1.66%
$50.44 - $58.1 $232K - $268K
283K $14.6M
NVDA
Nvidia Corp

Technology
252
+ 0.47%
$106.98 - $149.43 $27K - $37.7K
53.5K $5.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
33K
+ 3.6%
$23.16 - $27.04 $763K - $891K
949K $22.2M
SCHX
Schwab Strategic Tr Us Large C

ETFs
202K
+ 3.36%
$21.75 - $24.28 $4.38M - $4.89M
6.19M $137M
Activity Summary
Buys All Purchases 25 New Holdings 1 Increased Positions 24 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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