U.S. markets closed
  • S&P Futures

    3,751.25
    -5.50 (-0.15%)
     
  • Dow Futures

    29,961.00
    -21.00 (-0.07%)
     
  • Nasdaq Futures

    11,520.25
    -21.50 (-0.19%)
     
  • Russell 2000 Futures

    1,757.90
    -0.20 (-0.01%)
     
  • Crude Oil

    88.61
    +0.16 (+0.18%)
     
  • Gold

    1,719.80
    -1.00 (-0.06%)
     
  • Silver

    20.61
    -0.05 (-0.22%)
     
  • EUR/USD

    0.9796
    +0.0001 (+0.01%)
     
  • 10-Yr Bond

    3.8260
    +0.0670 (+1.78%)
     
  • Vix

    30.52
    +1.97 (+6.90%)
     
  • GBP/USD

    1.1153
    -0.0015 (-0.14%)
     
  • USD/JPY

    145.0650
    -0.0030 (-0.00%)
     
  • BTC-USD

    19,989.59
    -323.98 (-1.59%)
     
  • CMC Crypto 200

    454.87
    -8.26 (-1.78%)
     
  • FTSE 100

    6,997.27
    -55.35 (-0.78%)
     
  • Nikkei 225

    27,068.88
    -242.42 (-0.89%)
     

BlueSky Wealth Advisors, LLC Buys Schwab U.S. ...

·7 min read

Investment company BlueSky Wealth Advisors, LLC (Current Portfolio) buys Schwab U.S. Large-Cap ETF, Vanguard Short-Term Corporate Bond ETF, Schwab US Aggregate Bond ETF, Schwab U.S. Tips ETF, Dimensional World ex U.S. Core Equity 2 ETF, sells iShares Expanded Tech Sector ETF, The Energy Select Sector SPDR Fund, Amazon.com Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, BlueSky Wealth Advisors, LLC. As of 2021Q4, BlueSky Wealth Advisors, LLC owns 134 stocks with a total value of $3.4 billion. These are the details of the buys and sells.

  • New Purchases: DFAX, DFAT, BND, EMB, FNDF, PYPL, LIN, VBR, INTC, UNH, IBM, HD, EEM, DIS, V, WMT, XOM, UPS, IWM, VIS, VZ, BIV, TMO, WY, TY, AMPL, ACN, EWC, FNDC, VOX, VTIP, GILD, CVX, QQQ, EEMV, EQIX, COST, FNCL, KO, CLX, FTEC, JKD, DVY, QUAL, ROBO, SMLF, SMMV, BMY, BLK, TFC, T, VYM, XBI, MA, PG, PEP, PAYX, ES, NSC, NKE, WM, WFC, MCD, LOW, NEE, LGND, EPAM, ITW, HON, GE, BOTZ, GD, FDS, QCOM,

  • Added Positions: SCHX, VCSH, SCHZ, SCHP, VWOB, SCHE, SCHF, HYG, SCHA, SCHH, AGG, VV, VWO, VB, IVV, SPY, DFAC, TIP, IEMG, IGSB, IJR, VEA, IYR, VNQ, IEFA, IUSB, CHD, CINF, NVDA, EFA, VTI, IWP, IWR, IVW, DLB, GOOG, INTU, IWF, VTV, MSFT, VGK, SPLK, GOOGL, LMT, CAT, VPL, XLF, EGHT, XLY, IGV, AAPL, XLV, VEU, MDY, NTRA, ORCL, JPM, SCHB, CSCO, BDX,

  • Sold Out: IGM, XLE, AMZN,


For the details of BlueSky Wealth Advisors, LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/bluesky+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of BlueSky Wealth Advisors, LLC

  1. Schwab U.S. Large-Cap ETF (SCHX) - 6,476,823 shares, 21.80% of the total portfolio. Shares added by 380.32%

  2. Vanguard Short-Term Corporate Bond ETF (VCSH) - 4,748,022 shares, 11.41% of the total portfolio. Shares added by 516.16%

  3. Schwab US Aggregate Bond ETF (SCHZ) - 5,633,946 shares, 8.98% of the total portfolio. Shares added by 527.67%

  4. Schwab U.S. Tips ETF (SCHP) - 3,882,258 shares, 7.22% of the total portfolio. Shares added by 550.71%

  5. Dimensional World ex U.S. Core Equity 2 ETF (DFAX) - 6,886,978 shares, 5.32% of the total portfolio. New Position

New Purchase: Dimensional World ex U.S. Core Equity 2 ETF (DFAX)

BlueSky Wealth Advisors, LLC initiated holding in Dimensional World ex U.S. Core Equity 2 ETF. The purchase prices were between $24.98 and $26.57, with an estimated average price of $25.92. The stock is now traded at around $26.630000. The impact to a portfolio due to this purchase was 5.32%. The holding were 6,886,978 shares as of 2021-12-31.

New Purchase: Dimensional U.S. Targeted Value ETF (DFAT)

BlueSky Wealth Advisors, LLC initiated holding in Dimensional U.S. Targeted Value ETF. The purchase prices were between $44.48 and $49.03, with an estimated average price of $46.72. The stock is now traded at around $48.575000. The impact to a portfolio due to this purchase was 2.24%. The holding were 1,590,659 shares as of 2021-12-31.

New Purchase: Vanguard Total Bond Market ETF (BND)

BlueSky Wealth Advisors, LLC initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $84.07 and $85.48, with an estimated average price of $84.79. The stock is now traded at around $83.620000. The impact to a portfolio due to this purchase was 0.21%. The holding were 83,856 shares as of 2021-12-31.

New Purchase: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

BlueSky Wealth Advisors, LLC initiated holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The purchase prices were between $105.86 and $110.18, with an estimated average price of $108.44. The stock is now traded at around $105.785000. The impact to a portfolio due to this purchase was 0.12%. The holding were 38,707 shares as of 2021-12-31.

New Purchase: Schwab Fundamental International Large Company Ind (FNDF)

BlueSky Wealth Advisors, LLC initiated holding in Schwab Fundamental International Large Company Ind. The purchase prices were between $30.79 and $33.14, with an estimated average price of $32.35. The stock is now traded at around $34.120000. The impact to a portfolio due to this purchase was 0.1%. The holding were 107,682 shares as of 2021-12-31.

New Purchase: PayPal Holdings Inc (PYPL)

BlueSky Wealth Advisors, LLC initiated holding in PayPal Holdings Inc. The purchase prices were between $179.32 and $271.7, with an estimated average price of $214.83. The stock is now traded at around $184.320000. The impact to a portfolio due to this purchase was 0.07%. The holding were 11,988 shares as of 2021-12-31.

Added: Schwab U.S. Large-Cap ETF (SCHX)

BlueSky Wealth Advisors, LLC added to a holding in Schwab U.S. Large-Cap ETF by 380.32%. The purchase prices were between $103.39 and $114.55, with an estimated average price of $110.61. The stock is now traded at around $111.698700. The impact to a portfolio due to this purchase was 17.26%. The holding were 6,476,823 shares as of 2021-12-31.

Added: Vanguard Short-Term Corporate Bond ETF (VCSH)

BlueSky Wealth Advisors, LLC added to a holding in Vanguard Short-Term Corporate Bond ETF by 516.16%. The purchase prices were between $80.95 and $81.89, with an estimated average price of $81.35. The stock is now traded at around $80.820000. The impact to a portfolio due to this purchase was 9.56%. The holding were 4,748,022 shares as of 2021-12-31.

Added: Schwab US Aggregate Bond ETF (SCHZ)

BlueSky Wealth Advisors, LLC added to a holding in Schwab US Aggregate Bond ETF by 527.67%. The purchase prices were between $53.44 and $54.33, with an estimated average price of $53.89. The stock is now traded at around $53.135000. The impact to a portfolio due to this purchase was 7.55%. The holding were 5,633,946 shares as of 2021-12-31.

Added: Schwab U.S. Tips ETF (SCHP)

BlueSky Wealth Advisors, LLC added to a holding in Schwab U.S. Tips ETF by 550.71%. The purchase prices were between $61.62 and $63.22, with an estimated average price of $62.39. The stock is now traded at around $61.660000. The impact to a portfolio due to this purchase was 6.11%. The holding were 3,882,258 shares as of 2021-12-31.

Added: Vanguard Emerging Markets Government Bond ETF (VWOB)

BlueSky Wealth Advisors, LLC added to a holding in Vanguard Emerging Markets Government Bond ETF by 552.24%. The purchase prices were between $75.34 and $78.19, with an estimated average price of $77.1. The stock is now traded at around $75.465000. The impact to a portfolio due to this purchase was 4.05%. The holding were 2,080,914 shares as of 2021-12-31.

Added: Schwab Emerging Markets Equity ETF (SCHE)

BlueSky Wealth Advisors, LLC added to a holding in Schwab Emerging Markets Equity ETF by 553.72%. The purchase prices were between $28.67 and $31.28, with an estimated average price of $30.07. The stock is now traded at around $30.540000. The impact to a portfolio due to this purchase was 3.26%. The holding were 4,397,815 shares as of 2021-12-31.

Sold Out: iShares Expanded Tech Sector ETF (IGM)

BlueSky Wealth Advisors, LLC sold out a holding in iShares Expanded Tech Sector ETF. The sale prices were between $397.56 and $450.31, with an estimated average price of $431.46.

Sold Out: The Energy Select Sector SPDR Fund (XLE)

BlueSky Wealth Advisors, LLC sold out a holding in The Energy Select Sector SPDR Fund. The sale prices were between $53.01 and $58.38, with an estimated average price of $55.93.

Sold Out: Amazon.com Inc (AMZN)

BlueSky Wealth Advisors, LLC sold out a holding in Amazon.com Inc. The sale prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48.



Here is the complete portfolio of BlueSky Wealth Advisors, LLC. Also check out:

1. BlueSky Wealth Advisors, LLC's Undervalued Stocks

2. BlueSky Wealth Advisors, LLC's Top Growth Companies, and

3. BlueSky Wealth Advisors, LLC's High Yield stocks

4. Stocks that BlueSky Wealth Advisors, LLC keeps buyingThis article first appeared on GuruFocus.