Bluesky Wealth Advisors, LLC Top Holdings and 13F Report (2024) → Fidelity, Bezos, Goldman Bet Big on Tiny Biotech (From Behind the Markets) (Ad) About Bluesky Wealth Advisors, LLCInvestment ActivityBluesky Wealth Advisors, LLC has $127.80 million in total holdings as of March 31, 2024.Bluesky Wealth Advisors, LLC owns shares of 35 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 3.60% of the portfolio was purchased this quarter.About 327.82% of the portfolio was sold this quarter.This quarter, Bluesky Wealth Advisors, LLC has purchased 69 new stocks and bought additional shares in 9 stocks.Bluesky Wealth Advisors, LLC sold shares of 11 stocks and completely divested from 37 stocks this quarter.Largest Holdings Dimensional World ex U.S. Core Equity 2 ETF $29,629,908Dimensional U.S. Targeted Value ETF $14,282,400iShares iBoxx $ High Yield Corporate Bond ETF $13,376,169iShares 1-5 Year Investment Grade Corporate Bond ETF $11,780,195iShares TIPS Bond ETF $10,551,529 Largest New Holdings this Quarter Amazon.com $478,909 HoldingBerkshire Hathaway $211,522 HoldingWalt Disney $209,024 Holding Largest Purchases this Quarter Dimensional World ex U.S. Core Equity 2 ETF 46,720 shares (about $1.19M)iShares TIPS Bond ETF 9,705 shares (about $1.04M)Amazon.com 2,655 shares (about $478.91K)iShares iBoxx $ High Yield Corporate Bond ETF 5,314 shares (about $413.06K)iShares J.P. Morgan USD Emerging Markets Bond ETF 4,015 shares (about $360.03K) Largest Sales this Quarter W.W. Grainger 386 shares (about $392.68K)Church & Dwight 1,500 shares (about $156.46K)Alphabet 914 shares (about $139.17K)iShares Core S&P 500 ETF 199 shares (about $104.62K)iShares 1-5 Year Investment Grade Corporate Bond ETF 1,590 shares (about $81.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBluesky Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAXDimensional World ex U.S. Core Equity 2 ETF$29,629,908$1,188,556 ▲4.2%1,164,69823.2%ETFDFATDimensional U.S. Targeted Value ETF$14,282,400$297,352 ▲2.1%262,39911.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$13,376,169$413,057 ▲3.2%172,08510.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$11,780,195$81,535 ▼-0.7%229,7239.2%ManufacturingTIPiShares TIPS Bond ETF$10,551,529$1,042,414 ▲11.0%98,2368.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$10,076,513$22,036 ▼-0.2%102,8857.9%FinanceDFACDimensional U.S. Core Equity 2 ETF$5,215,7740.0%163,2484.1%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$4,444,673$360,025 ▲8.8%49,5673.5%ETFGOOGAlphabet$4,139,652$139,166 ▼-3.3%27,1883.2%Computer and TechnologyIVViShares Core S&P 500 ETF$4,113,837$104,620 ▼-2.5%7,8253.2%ETFIJRiShares Core S&P Small-Cap ETF$2,032,573$42,219 ▼-2.0%18,3911.6%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,942,224$15,067 ▼-0.8%37,6401.5%ETFCINFCincinnati Financial$1,795,9950.0%14,4641.4%FinanceIEFAiShares Core MSCI EAFE ETF$1,511,342$9,574 ▼-0.6%20,3631.2%ETFIYRiShares U.S. Real Estate ETF$1,398,844$1,079 ▼-0.1%15,5601.1%ETFCHDChurch & Dwight$1,328,909$156,465 ▼-10.5%12,7401.0%Consumer StaplesGOOGLAlphabet$1,134,843$52,826 ▲4.9%7,5190.9%Computer and TechnologyAAPLApple$1,028,023$319,810 ▲45.2%5,9950.8%Computer and TechnologyCATCaterpillar$918,274$33,345 ▲3.8%2,5060.7%Industrial ProductsEFAiShares MSCI EAFE ETF$800,794$240 ▲0.0%10,0270.6%FinanceGWWW.W. Grainger$729,404$392,678 ▼-35.0%7170.6%Industrial ProductsIWPiShares Russell Mid-Cap Growth ETF$667,7190.0%5,8500.5%ETFIWRiShares Russell Mid-Cap ETF$629,0770.0%7,4810.5%ETFIWFiShares Russell 1000 Growth ETF$560,8510.0%1,6640.4%ETFBLDRBuilders FirstSource$553,9090.0%2,6560.4%Retail/WholesaleINTUIntuit$497,9000.0%7660.4%Computer and TechnologyIBMInternational Business Machines$495,732$4,965 ▼-1.0%2,5960.4%Computer and TechnologyAMZNAmazon.com$478,909$478,909 ▲New Holding2,6550.4%Retail/WholesaleDLBDolby Laboratories$348,5670.0%4,1610.3%Consumer DiscretionaryXOMExxon Mobil$343,0240.0%2,9510.3%Oils/EnergyBDXBecton, Dickinson and Company$262,0500.0%1,0590.2%MedicalHDHome Depot$259,6970.0%6770.2%Retail/WholesaleBRK.BBerkshire Hathaway$211,522$211,522 ▲New Holding5030.2%FinanceDISWalt Disney$209,024$209,024 ▲New Holding1,7080.2%Consumer DiscretionaryEGHT8X8$50,7280.0%18,7880.0%Computer and TechnologySCHXSchwab US Large-Cap ETF$0$110,057,641 ▼-100.0%00.0%ETFVCSHVanguard Short-Term Corporate Bond ETF$0$48,420,670 ▼-100.0%00.0%ETFSCHZSchwab U.S. Aggregate Bond ETF$0$40,447,530 ▼-100.0%00.0%ETFSCHPSchwab U.S. TIPS ETF$0$31,389,256 ▼-100.0%00.0%ETFSCHESchwab Emerging Markets Equity ETF$0$24,638,310 ▼-100.0%00.0%ETFVWOBVanguard Emerging Markets Government Bond ETF$0$21,769,058 ▼-100.0%00.0%ETFSCHFSchwab International Equity ETF$0$20,937,945 ▼-100.0%00.0%ETFSCHASchwab US Small-Cap ETF$0$18,950,204 ▼-100.0%00.0%ETFVVVanguard Large-Cap ETF$0$18,946,764 ▼-100.0%00.0%ETFSCHHSchwab U.S. REIT ETF$0$15,377,588 ▼-100.0%00.0%ETFBNDVanguard Total Bond Market ETF$0$11,605,307 ▼-100.0%00.0%ETFFNDFSchwab Fundamental International Large Company Index ETF$0$10,344,687 ▼-100.0%00.0%ETFVBVanguard Small-Cap ETF$0$8,447,228 ▼-100.0%00.0%ETFVWOVanguard FTSE Emerging Markets ETF$0$6,958,925 ▼-100.0%00.0%ETFVEAVanguard FTSE Developed Markets ETF$0$5,847,536 ▼-100.0%00.0%ETFVNQVanguard Real Estate ETF$0$4,825,086 ▼-100.0%00.0%ETFSPYSPDR S&P 500 ETF Trust$0$4,204,333 ▼-100.0%00.0%FinanceJNKSPDR Bloomberg High Yield Bond ETF$0$2,870,508 ▼-100.0%00.0%FinanceNVDANVIDIA$0$2,670,226 ▼-100.0%00.0%Computer and TechnologyVBRVanguard Small-Cap Value ETF$0$2,272,301 ▼-100.0%00.0%ETFVTIVanguard Total Stock Market ETF$0$1,152,415 ▼-100.0%00.0%ETFMSFTMicrosoft$0$790,928 ▼-100.0%00.0%Computer and TechnologyJPMJPMorgan Chase & Co.$0$638,896 ▼-100.0%00.0%FinanceVTVVanguard Value ETF$0$627,751 ▼-100.0%00.0%ETFVGKVanguard FTSE Europe ETF$0$541,954 ▼-100.0%00.0%ETFSPLKSplunk$0$493,614 ▼-100.0%00.0%Computer and TechnologyUNHUnitedHealth Group$0$384,850 ▼-100.0%00.0%MedicalVPLVanguard FTSE Pacific ETF$0$364,184 ▼-100.0%00.0%ETFXLVHealth Care Select Sector SPDR Fund$0$326,494 ▼-100.0%00.0%ETFMAMastercard$0$272,966 ▼-100.0%00.0%Business ServicesTQQQProShares UltraPro QQQ$0$252,587 ▼-100.0%00.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$0$250,138 ▼-100.0%00.0%ETFVEUVanguard FTSE All-World ex-US ETF$0$235,227 ▼-100.0%00.0%ETFLMTLockheed Martin$0$222,994 ▼-100.0%00.0%AerospaceORCLOracle$0$219,189 ▼-100.0%00.0%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$0$217,817 ▼-100.0%00.0%ETFME23andMe$0$15,277 ▼-100.0%00.0%MedicalShowing largest 100 holdings. 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