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 $639,676,450
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 5,990,685 $138,864,069 21.7%
2.
Vanguard Scottsdale Funds
 724,647 $56,529,724 8.83%
3.
Schwab Strategic Trust
 FNDF 2,041,533 $46,342,802 7.24%
4.
Schwab Strategic Trust
 FNDF 1,324,272 $34,205,943 5.34%
5.
Dimensional Etf Trust
 1,254,599 $31,189,341 4.87%
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)