Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Bluesky Wealth Advisors, Llc > Profile

Instuitional Investor - Bluesky Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Bluesky Wealth Advisors, Llc
Portfolio Value $645,210,031
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 6,192,256 $136,725,021 21.19%
2.
Vanguard Scottsdale Funds
 728,627 $57,517,830 8.91%
3.
Schwab Strategic Trust
 FNDF 2,088,164 $48,361,870 7.5%
4.
Schwab Strategic Trust
 FNDF 1,334,872 $35,894,712 5.56%
5.
Dimensional Etf Trust
 1,312,871 $34,397,218 5.33%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)