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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 $537,977,678
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,951,377 $110,057,641 20.45%
2.
Vanguard Scottsdale Funds
 625,833 $48,420,670 9%
3.
Schwab Strategic Trust
 FNDF 867,600 $40,447,530 7.51%
4.
Schwab Strategic Trust
 FNDF 601,327 $31,389,256 5.83%
5.
Dimensional Etf Trust
 1,117,978 $27,301,025 5.07%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)