BLUESKY WEALTH ADVISORS LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| SCHX | SCHWAB US LARGE-CAP ETF | 6,192,256 | +201,571 | +3.36% | $20.62 | 21.19% | 0.00% | 136,725,021 | 2025-03-31 | ||||||
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 728,627 | +3,980 | +0.55% | $77.00 | 8.91% | 0.16% | 57,517,830 | 2025-03-31 | ||||||
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 2,088,164 | +46,631 | +2.28% | $22.26 | 7.50% | 0.00% | 48,361,870 | 2025-03-31 | ||||||
| SCHP | SCHWAB US TIPS ETF | 1,334,872 | +10,600 | +0.80% | $25.50 | 5.56% | 0.00% | 35,894,712 | 2025-03-31 | ||||||
| DFAX | DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | 1,312,871 | +58,272 | +4.64% | $25.34 | 5.33% | 0.00% | 34,397,218 | 2025-03-31 | ||||||
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 1,135,797 | +13,269 | +1.18% | $26.01 | 4.85% | 0.00% | 31,313,930 | 2025-03-31 | ||||||
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 1,339,904 | +95,350 | +7.66% | $19.17 | 4.11% | 0.00% | 26,503,298 | 2025-03-31 | ||||||
| VWOB | VANGUARD WHITEHALL FUNDS | 372,346 | +6,770 | +1.85% | $63.26 | 3.70% | 0.44% | 23,904,614 | 2025-03-31 | ||||||
| SCHA | SCHWAB US SMALL-CAP ETF | 949,083 | +32,953 | +3.60% | $23.70 | 3.45% | 0.00% | 22,237,003 | 2025-03-31 | ||||||
| VV | VANGUARD LARGE-CAP INDEX FUND | 79,455 | -4,084 | -4.89% | $216.32 | 3.17% | 0.05% | 20,422,319 | 2025-03-31 | ||||||
| SCHH | SCHWAB US REIT ETF | 874,246 | +23,550 | +2.77% | $19.66 | 2.91% | 0.00% | 18,805,031 | 2025-03-31 | ||||||
| HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 201,010 | +4,743 | +2.42% | $80.79 | 2.46% | 0.10% | 15,857,700 | 2025-03-31 | ||||||
| DFAT | DIMENSIONAL US TARGETED VALUE ETF | 283,068 | +4,609 | +1.66% | $47.16 | 2.26% | 0.00% | 14,575,172 | 2025-03-31 | ||||||
| BND | VANGUARD TOTAL BOND MARKET INDEX FUND | 190,579 | +607 | +0.32% | $72.75 | 2.17% | 0.01% | 13,998,028 | 2025-03-31 | ||||||
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 242,537 | +107 | +0.04% | $52.36 | 1.97% | 0.06% | 12,701,663 | 2025-03-31 | ||||||
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF | 348,511 | +2,742 | +0.79% | $35.38 | 1.95% | 0.00% | 12,595,188 | 2025-03-31 | ||||||
| TIP | ISHARES TIPS BOND ETF | 111,827 | +882 | +0.79% | $114.29 | 1.93% | 0.09% | 12,422,861 | 2025-03-31 | ||||||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | 204,113 | +21,924 | +12.03% | $43.44 | 1.43% | 0.01% | 9,238,159 | 2025-03-31 | ||||||
| VB | VANGUARD SMALL-CAP INDEX FUND | 38,080 | +441 | +1.17% | $189.07 | 1.31% | 0.01% | 8,444,240 | 2025-03-31 | ||||||
| AGG | ISHARES CORE US AGGREGATE BOND ETF | 82,056 | -5,049 | -5.80% | $101.05 | 1.26% | 0.01% | 8,116,995 | 2025-03-31 | ||||||
| VEA | VANGUARD TAX-MANAGED FUNDS | 128,765 | -19,772 | -13.31% | $46.34 | 1.01% | 0.00% | 6,545,125 | 2025-03-31 | ||||||
| VNQ | VANGUARD REAL ESTATE INDEX FUND | 65,961 | +6,305 | +10.57% | $85.10 | 0.93% | 0.02% | 5,972,121 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 53,539 | +252 | +0.47% | $99.82 | 0.90% | 0.00% | 5,802,531 | 2025-03-31 | ||||||
| DFAC | DIMENSIONAL US CORE EQUITY 2 ETF | 163,179 | 0 | 0.00% | $26.53 | 0.83% | 0.00% | 5,383,275 | 2025-03-31 | ||||||
| AMZN | AMAZON | 25,620 | 0 | 0.00% | $175.49 | 0.76% | 0.00% | 4,874,461 | 2025-03-31 | ||||||
| GOOG | ALPHABET | 31,063 | 0 | 0.00% | $104.40 | 0.75% | 0.00% | 4,853,028 | 2025-03-31 | ||||||
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 52,394 | -205 | -0.39% | $98.85 | 0.74% | 0.03% | 4,746,372 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 8,306 | -60 | -0.72% | $457.29 | 0.72% | 0.00% | 4,646,030 | 2025-03-31 | ||||||
| IVV | ISHARES CORE S&P 500 ETF | 5,134 | -208 | -3.89% | $242.97 | 0.45% | 0.00% | 2,884,795 | 2025-03-31 | ||||||
| JNK | SPDR(R) BLOOMBERG HIGH YIELD BOND ETF | 29,608 | -1,077 | -3.51% | $93.06 | 0.44% | 0.04% | 2,821,642 | 2025-03-31 | ||||||
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | 15,027 | +1,379 | +10.10% | $177.18 | 0.43% | 0.01% | 2,799,380 | 2025-03-31 | ||||||
| CINF | CINCINNATI FINANCIAL | 14,464 | 0 | 0.00% | $64.36 | 0.33% | 0.01% | 2,136,622 | 2025-03-31 | ||||||
| AAPL | APPLE | 8,584 | +80 | +0.94% | $158.54 | 0.30% | 0.00% | 1,906,814 | 2025-03-31 | ||||||
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 30,233 | -1,014 | -3.25% | $47.03 | 0.25% | 0.00% | 1,631,675 | 2025-03-31 | ||||||
| IJR | ISHARES CORE S&P SMALL-CAP ETF | 15,425 | -468 | -2.94% | $66.08 | 0.25% | 0.00% | 1,612,992 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 5,868 | +168 | +2.95% | $231.13 | 0.25% | 0.00% | 1,612,894 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 2,553 | 0 | 0.00% | $405.84 | 0.21% | 0.00% | 1,359,677 | 2025-03-31 | ||||||
| CHD | CHURCH & DWIGHT CO | 11,740 | -1,000 | -7.85% | $75.24 | 0.20% | 0.00% | 1,292,457 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 7,835 | 0 | 0.00% | $70.32 | 0.19% | 0.00% | 1,211,604 | 2025-03-31 | ||||||
| IEFA | ISHARES CORE MSCI EAFE ETF | 15,944 | -654 | -3.94% | $56.40 | 0.19% | 0.00% | 1,206,164 | 2025-03-31 | ||||||
| IYR | ISHARES US REAL ESTATE ETF | 10,905 | -1,386 | -11.28% | $71.82 | 0.16% | 0.03% | 1,044,154 | 2025-03-31 | ||||||
| META | META | 1,699 | 0 | 0.00% | $479.96 | 0.15% | 0.00% | 979,412 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 3,768 | 0 | 0.00% | $184.82 | 0.14% | 0.00% | 924,290 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 2,393 | 0 | 0.00% | $372.02 | 0.14% | 0.00% | 898,173 | 2025-03-31 | ||||||
| EFA | ISHARES MSCI EAFE ETF | 9,543 | -224 | -2.29% | $73.86 | 0.12% | 0.00% | 779,950 | 2025-03-31 | ||||||
| GWW | WW GRAINGER | 760 | 0 | 0.00% | $530.91 | 0.12% | 0.00% | 750,751 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 4,199 | 0 | 0.00% | $158.79 | 0.11% | 0.00% | 725,335 | 2025-03-31 | ||||||
| IBM | IBM | 2,863 | -323 | -10.14% | $132.11 | 0.11% | 0.00% | 711,914 | 2025-03-31 | ||||||
| CAT | CATERPILLAR | 1,942 | 0 | 0.00% | $178.66 | 0.10% | 0.00% | 640,472 | 2025-03-31 | ||||||
| IWR | ISHARES RUSSELL MID-CAP ETF | 7,481 | 0 | 0.00% | $56.52 | 0.10% | 0.00% | 636,409 | 2025-03-31 | ||||||