BlueSky Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
New Bern, NC
CIK
0001704107
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 69 537,977 SCHX, VCSH, SCHZ, SCHP 13F-HR 2/12/2024 000117266124000741
Q3 2023 69 488,993 SCHX, VCSH, SCHZ, SCHP 13F-HR 10/17/2023 000117266123003427
Q2 2023 79 497,705 SCHX, VCSH, SCHZ, SCHP 13F-HR 7/27/2023 000117266123002636
Q1 2023 71 483,593 SCHX, VCSH, SCHZ, SCHP 13F-HR 5/9/2023 000117266123001937
Q4 2022 67 452,251 SCHX, VCSH, SCHZ, SCHP 13F-HR 2/1/2023 000117266123000400
Q3 2022 65 430,961 SCHX, VCSH, SCHZ, SCHP 13F-HR 11/3/2022 000160658722002117
Q2 2022 64 450,572 SCHX, VCSH, SCHZ, SCHP 13F-HR 8/2/2022 000160658722001563
Q1 2022 66 514,784 SCHX, VCSH, SCHZ, SCHP 13F-HR 4/26/2022 000160658722000755
Q4 2021 68 539,761 SCHX, VCSH, SCHZ, SCHP RESTATEMENT 1/25/2022 000160658722000096
Q3 2021 64 510,714 SCHX, VCSH, SCHZ, SCHP 13F-HR 10/15/2021 000160658721001286
Q2 2021 64 510,077 SCHX, VCSH, SCHZ, SCHP 13F-HR 7/27/2021 000160658721000909
Q1 2021 59 443,374 SCHX, VCSH, SCHZ, SCHP 13F-HR 4/23/2021 000160658721000387
Q4 2020 49 414,147 SCHX, VCSH, SCHZ, SCHP 13F-HR 2/3/2021 000160658721000173
Q3 2020 51 383,203 SCHX, VCSH, SCHZ, SCHP 13F-HR 10/16/2020 000160658720001062
Q2 2020 51 349,837 SCHX, VCSH, SCHZ, SCHP 13F-HR 7/14/2020 000160658720000729
Q1 2020 51 271,348 SCHX, VCSH, SCHZ, VWOB 13F-HR 4/21/2020 000160658720000404
Q4 2019 61 305,950 VCSH, BKLN, SCHX, SCHZ 13F-HR 2/12/2020 000160658720000267
Q3 2019 61 290,271 VCSH, BKLN, SCHZ, SCHX 13F-HR 10/15/2019 000160658719000861
Q2 2019 61 281,032 VCSH, BKLN, SCHX, SCHZ 13F-HR 8/5/2019 000160658719000752
Q1 2019 57 276,728 VCSH, BKLN, SCHX, SCHZ 13F-HR 5/8/2019 000160658719000509
Q4 2018 59 255,840 VCSH, BKLN, SCHX, SCHZ 13F-HR 2/1/2019 000160658719000118
Q3 2018 53 263,839 VCSH, SCHX, BKLN, SCHZ 13F-HR 10/11/2018 000160658718000722
Q2 2018 55 261,651 VCSH, BKLN, SCHX, SCHZ 13F-HR 7/17/2018 000160658718000503
Q1 2018 53 260,610 VCSH, POWERSHARES ETF TRUST II, SCHX, SCHZ 13F-HR 4/24/2018 000160658718000332
Q4 2017 53 241,539 VCSH, POWERSHARES ETF TRUST II, SCHX, VSS 13F-HR 2/2/2018 000160658718000099
Q3 2017 54 231,722 VCSH, POWERSHARES ETF TRUST II, SCHX, VSS RESTATEMENT 11/2/2017 000160658717000608
Q2 2017 50 216,229 VCSH, POWERSHARES ETF TRUST II, SCHX, VSS 13F-HR 7/13/2017 000160658717000382
Q1 2017 51 209,412 VCSH, POWERSHARES ETF TRUST II, SCHX, VSS 13F-HR 4/18/2017 000160658717000232
Q4 2016 51 203,783 VCSH, POWERSHARES ETF TRUST II, AGG, SCHX 13F-HR 4/18/2017 000160658717000230
Additional filings from BlueSky Wealth Advisors, LLC that have since been restated