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☆BlueSky Wealth Advisors, LLC

CIK 0001704107 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.722
AUM ($M)
863
Positions
111
Turnover
0.05
Top-10 wt
56%
Herfindahl
0.052
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 129 positions · portfolio value $863M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SCHX funds › SCHWAB STRATEGIC TR TRIM — 16.5% +0.4% 142.9 4,853,947 -32,029 5 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 5.8% -0.2% 49.7 842,326 +60,941 2 —
☆VTV funds › VANGUARD INDEX FDS ADD — 5.5% +0.8% 47.7 219,076 +31,164 5 —
☆SCHF funds › SCHWAB STRATEGIC TR ADD — 5.4% +0.4% 46.2 1,668,792 +105,895 5 —
☆SCHP funds › SCHWAB STRATEGIC TR ADD — 5.0% -0.2% 43.0 1,623,663 +106,456 5 —
☆SCHA funds › SCHWAB STRATEGIC TR ADD — 4.6% +0.7% 39.6 1,096,973 +57,839 5 —
☆VCSH funds › VANGUARD SCOTTSDALE FDS TRIM — 3.9% -0.6% 33.8 427,179 -14,879 5 —
☆VWOB funds › VANGUARD WHITEHALL FDS ADD — 3.4% -0.0% 29.3 435,695 +29,218 5 —
☆VV funds › VANGUARD INDEX FDS TRIM — 3.2% +0.0% 27.3 79,239 -1,558 5 —
☆DFAE funds › DIMENSIONAL ETF TRUST ADD — 3.0% +0.5% 26.2 651,220 +58,859 2 —
☆SCHE funds › SCHWAB STRATEGIC TR TRIM — 2.6% -0.1% 22.6 623,170 -5,582 5 —
☆DFAT funds › DIMENSIONAL ETF TRUST ADD — 2.5% +0.1% 21.3 304,985 +10,483 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS ADD — 2.5% +0.0% 21.2 438,441 +44,344 2 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 2.4% -0.1% 21.1 255,153 +12,893 2 —
☆SHYG funds › ISHARES TR ADD — 2.2% -0.0% 19.2 453,800 +35,840 2 —
☆DFAX funds › DIMENSIONAL ETF TRUST TRIM — 2.1% -0.1% 17.7 480,554 -4,189 5 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F ADD — 2.0% +0.2% 17.6 113,969 +13,645 2 —
☆DFIV funds › DIMENSIONAL ETF TRUST ADD — 2.0% +0.0% 17.5 323,303 +25,838 2 —
☆MBB funds › ISHARES TR ADD — 2.0% -0.0% 17.1 180,746 +15,201 2 —
☆FNDF funds › SCHWAB STRATEGIC TR TRIM — 1.6% -0.2% 13.6 256,826 -24,590 5 —
☆VB funds › VANGUARD INDEX FDS TRIM — 1.4% +0.0% 11.8 39,084 -1,069 5 —
☆TIP funds › ISHARES TR TRIM — 1.3% -0.2% 11.2 102,546 -1,814 5 —
☆GOOG funds › ALPHABET INC TRIM — 1.2% +0.1% 10.3 29,141 -1,097 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 1.1% -0.1% 9.8 163,505 -7,900 5 —
☆IGSB funds › ISHARES TR ADD — 1.1% -0.1% 9.5 181,196 +229 5 —
☆SCHC funds › SCHWAB STRATEGIC TR ADD — 1.1% -0.0% 9.2 191,915 +9,950 2 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 0.9% -0.8% 7.9 39,706 -35,042 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 0.9% -0.1% 7.9 111,504 -8,207 5 —
☆SCHV funds › SCHWAB STRATEGIC TR ADD — 0.9% +0.1% 7.6 219,227 +12,903 2 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 0.8% +0.2% 7.2 9,588 +2,642 5 —
☆AMZN funds › AMAZON COM INC TRIM — 0.7% -0.1% 5.7 23,720 -3,814 5 —
☆DFAC funds › DIMENSIONAL ETF TRUST HOLD — 0.7% +0.0% 5.6 126,647 +0 5 —
☆EMB funds › ISHARES TR TRIM — 0.6% -0.0% 4.8 49,369 -250 5 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.5% -0.0% 4.6 18,875 -1,487 5 —
☆SCHR funds › SCHWAB STRATEGIC TR ADD — 0.5% +0.3% 4.2 169,040 +111,171 2 —
☆IGIB funds › ISHARES TR ADD — 0.4% +0.2% 3.9 72,763 +39,911 2 —
☆IVV funds › ISHARES TR ADD — 0.4% +0.0% 3.6 4,803 +430 5 —
☆AAPL funds › APPLE INC TRIM — 0.4% -0.1% 3.2 11,188 -2,082 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.4% +0.2% 3.1 6,263 +3,406 5 —
☆GOOGL funds › ALPHABET INC TRIM — 0.3% +0.0% 3.0 8,397 -465 5 —
☆BND funds › VANGUARD BD INDEX FDS TRIM — 0.3% -0.3% 2.8 38,515 -23,979 5 —
☆AGG funds › ISHARES TR TRIM — 0.3% -0.1% 2.8 28,532 -1,013 5 —
☆CINF funds › CINCINNATI FINL CORP HOLD — 0.3% +0.0% 2.7 14,464 +0 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 0.3% -0.0% 2.4 6,568 -626 5 —
☆IJR funds › ISHARES TR TRIM — 0.3% +0.0% 2.2 14,748 -262 5 —
☆EFV funds › ISHARES TR ADD — 0.2% +0.0% 2.0 26,722 +2,290 2 —
☆SCHZ funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.4% 2.0 85,784 -141,036 5 —
☆IEMG funds › ISHARES INC HOLD — 0.2% +0.0% 1.9 23,162 +0 5 —
☆CAT funds › CATERPILLAR INC TRIM — 0.2% +0.0% 1.7 1,629 -33 5 —
☆SCHH funds › SCHWAB STRATEGIC TR TRIM — 0.2% -0.1% 1.7 71,692 -42,816 5 —
☆VMBS funds › VANGUARD SCOTTSDALE FDS ADD — 0.2% +0.1% 1.6 35,076 +24,277 2 —
☆SCYB funds › SCHWAB STRATEGIC TR ADD — 0.2% +0.0% 1.4 53,264 +11,418 2 —
☆IEFA funds › ISHARES TR TRIM — 0.2% -0.0% 1.3 13,960 -370 5 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 0.1% -0.0% 1.2 3,547 -182 5 —
☆GLD funds › SPDR GOLD TR ADD — 0.1% +0.0% 1.1 2,867 +719 5 —
☆CHD funds › CHURCH & DWIGHT CO INC TRIM — 0.1% -0.0% 1.0 10,770 -701 5 —
☆GWW funds › WW GRAINGER INC HOLD — 0.1% +0.0% 1.0 760 +0 5 —
☆MU funds › MICRON TECHNOLOGY INC ADD — 0.1% +0.1% 1.0 846 +70 2 —
☆MSFT funds › MICROSOFT CORP TRIM — 0.1% -0.1% 0.9 2,542 -895 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS TRIM — 0.1% +0.0% 0.9 3,286 -130 5 —
☆HYG funds › ISHARES TR TRIM — 0.1% -0.2% 0.9 10,701 -13,964 5 —
☆IWR funds › ISHARES TR HOLD — 0.1% +0.0% 0.8 7,481 +0 5 —
☆IESC funds › IES HOLDINGS INC HOLD — 0.1% +0.0% 0.8 1,100 +0 5 —
☆NTRA funds › NATERA INC TRIM — 0.1% +0.0% 0.8 2,928 -27 5 —
☆META funds › META PLATFORMS INC TRIM — 0.1% -0.0% 0.8 1,339 -194 5 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F TRIM — 0.1% -0.0% 0.7 8,405 -309 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.1% -0.0% 0.7 5,384 -332 5 —
☆IWF funds › ISHARES TR ADD — 0.1% +0.0% 0.6 5,012 +3,759 5 —
☆IWM funds › ISHARES TR ADD — 0.1% +0.0% 0.6 2,036 +1,213 2 —
☆STRL funds › STERLING INFRASTRUCTURE INC NEW — 0.1% +0.1% 0.6 663 +663 1 —
☆ORCL funds › ORACLE CORP TRIM — 0.1% -0.0% 0.6 3,764 -78 5 —
☆VNQ funds › VANGUARD INDEX FDS TRIM — 0.1% -0.0% 0.5 5,503 -4,092 5 —
☆IWP funds › ISHARES TR HOLD — 0.1% +0.0% 0.5 3,584 +0 5 —
☆IAGG funds › ISHARES TR ADD — 0.1% -0.0% 0.5 10,268 +626 2 —
☆JNK funds › SPDR SERIES TRUST TRIM — 0.1% -0.1% 0.5 5,184 -4,485 5 —
☆GE funds › GE AEROSPACE TRIM — 0.1% +0.0% 0.4 1,165 -154 5 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 HOLD — 0.1% +0.0% 0.4 618 +0 5 —
☆GEV funds › GE VERNOVA INC TRIM — 0.0% -0.0% 0.4 363 -128 2 —
☆UPS funds › UNITED PARCEL SVCS INC TRIM — 0.0% -0.0% 0.4 3,965 -57 4 —
☆WMT funds › WALMART INC TRIM — 0.0% -0.0% 0.4 3,628 -1,323 5 —
☆HPE funds › HEWLETT PACKARD ENTERPRISE C NEW — 0.0% +0.0% 0.4 9,038 +9,038 1 —
☆INTC funds › INTEL CORP NEW — 0.0% +0.0% 0.4 2,884 +2,884 1 —
☆CLS funds › CELESTICA INC NEW — 0.0% +0.0% 0.4 1,063 +1,063 1 —
☆VPL funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% +0.0% 0.4 3,343 +0 5 —
☆XLV funds › SELECT SECTOR SPDR TR HOLD — 0.0% -0.0% 0.4 2,394 +0 5 —
☆TSLA funds › TESLA INC TRIM — 0.0% -0.0% 0.4 882 -157 5 —
☆VEU funds › VANGUARD INTL EQUITY INDEX F HOLD — 0.0% +0.0% 0.4 4,190 +0 5 —
☆AIP funds › ARTERIS INC NEW — 0.0% +0.0% 0.3 6,947 +6,947 1 —
☆QCOM funds › QUALCOMM INC TRIM — 0.0% +0.0% 0.3 1,742 -495 5 —
☆SLV funds › ISHARES SILVER TR NEW — 0.0% +0.0% 0.3 5,950 +5,950 1 —
☆CRDO funds › CREDO TECHNOLOGY GROUP HOLDI NEW — 0.0% +0.0% 0.3 1,148 +1,148 1 —
☆ADI funds › ANALOG DEVICES INC HOLD — 0.0% +0.0% 0.3 750 +0 3 —
☆POWL funds › POWELL INDS INC NEW — 0.0% +0.0% 0.3 1,020 +1,020 1 —
☆WDC funds › WESTERN DIGITAL CORP NEW — 0.0% +0.0% 0.3 449 +449 1 —
☆VXUS funds › VANGUARD STAR FDS HOLD — 0.0% -0.0% 0.3 3,354 +0 2 —
☆TTMI funds › TTM TECHNOLOGIES INC NEW — 0.0% +0.0% 0.3 1,492 +1,492 1 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T HOLD — 0.0% -0.0% 0.3 1,300 +0 2 —
☆FNB funds › F N B CORP HOLD — 0.0% +0.0% 0.3 14,071 +0 2 —
☆SNPS funds › SYNOPSYS INC ADD — 0.0% +0.0% 0.3 600 +81 5 —
☆LIN funds › LINDE PLC TRIM — 0.0% -0.0% 0.3 510 -219 2 —
☆AVGO funds › BROADCOM INC TRIM — 0.0% -0.0% 0.3 674 -554 2 —
☆FIX funds › COMFORT SYS USA INC TRIM — 0.0% -0.0% 0.2 123 -64 2 —
☆TQQQ funds › PROSHARES TR NEW — 0.0% +0.0% 0.2 2,766 +2,766 1 —
☆GM funds › GENERAL MTRS CO NEW — 0.0% +0.0% 0.2 2,886 +2,886 1 —
☆CVX funds › CHEVRON CORPORATION ADD — 0.0% -0.0% 0.2 1,331 +19 2 —
☆EAT funds › BRINKER INTL INC NEW — 0.0% +0.0% 0.2 1,252 +1,252 1 —
☆INTU funds › INTUIT TRIM — 0.0% -0.0% 0.2 803 -152 5 —
☆DLB funds › DOLBY LABORATORIES INC HOLD — 0.0% -0.0% 0.2 3,859 +0 5 —
☆V funds › VISA INC TRIM — 0.0% -0.0% 0.2 591 -128 4 —
☆BNY funds › BANK OF NY MELLON CORP NEW — 0.0% +0.0% 0.2 1,394 +1,394 1 —
☆CUSIP:282914100 funds › 8X8 INC NEW TRIM — 0.0% -0.0% 0.0 19,045 -405 5 —
☆SMH funds › VANECK ETF TRUST EXIT — 0.0% -0.0% 0.0 0 -685 0 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO EXIT — 0.0% -0.0% 0.0 0 -5,506 0 —
☆VGT funds › VANGUARD WORLD FD EXIT — 0.0% -0.0% 0.0 0 -500 0 —
☆QQQ funds › INVESCO QQQ TR EXIT — 0.0% -0.0% 0.0 0 -542 0 —
☆VOO funds › VANGUARD INDEX FDS EXIT — 0.0% -0.0% 0.0 0 -463 0 —
☆PCG funds › PG&E CORP EXIT — 0.0% -0.0% 0.0 0 -14,077 0 —
☆COST funds › COSTCO WHOLESALE CORPORATION EXIT — 0.0% -0.0% 0.0 0 -337 0 —
☆XLK funds › SELECT SECTOR SPDR TR EXIT — 0.0% -0.0% 0.0 0 -1,561 0 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC EXIT — 0.0% -0.0% 0.0 0 -1,764 0 —
☆REGN funds › REGENERON PHARMACEUTICALS EXIT — 0.0% -0.0% 0.0 0 -320 0 —
☆BKNG funds › BOOKING HOLDINGS INC EXIT — 0.0% -0.1% 0.0 0 -94 0 —
☆PEP funds › PEPSICO INC EXIT — 0.0% -0.0% 0.0 0 -1,614 0 —
☆MCD funds › MCDONALDS CORP EXIT — 0.0% -0.0% 0.0 0 -718 0 —
☆SPGI funds › S&P GLOBAL INC EXIT — 0.0% -0.0% 0.0 0 -528 0 —
☆AON funds › AON PLC EXIT — 0.0% -0.0% 0.0 0 -765 0 —
☆MRSH funds › MARSH & MCLENNAN COS INC EXIT — 0.0% -0.0% 0.0 0 -1,635 0 —
☆TJX funds › TJX COS INC NEW EXIT — 0.0% -0.0% 0.0 0 -1,345 0 —
☆ABNB funds › AIRBNB INC EXIT — 0.0% -0.0% 0.0 0 -1,693 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 863 111 0.05 56% 0.052 0.719 — in
2026Q1 777 115 0.32 55% 0.050 0.205 — in
2025Q4 758 78 0.02 69% 0.080 0.820 — in
2025Q3 742 80 0.02 68% 0.078 0.809 — in
2025Q2 688 70 0.03 69% 0.079 0.826 — entered
2025Q1 645 73 0.00 68% 0.077 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status