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David L Blain

@Bluesky Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$639.676MTotal holdings74
Assets growth rate-0.64%Assets growth rate (2-Q avg)3.85%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bluesky Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 74 positions.

Assets under management

The assets under management (AUM) of Bluesky Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 639.676M in assets, with a quarterly growth rate of -0.64% and a 2-quarter average growth rate of 3.85%. The portfolio is managed by David L Blain, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHXSchwab Strategic Tr
Recent Activity
Increased 203.17%
21.71%
$138.864M
5.991M shares@ $23.18 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Increased 2.7%
8.84%
$56.53M
724,647 shares@ $78.02 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 104.99%
7.25%
$46.343M
2.042M shares@ $22.71 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 100.26%
5.35%
$34.206M
1.324M shares@ $25.83 avg price
DFAXDimensional Etf Trust
Recent Activity
Increased 1.91%
4.88%
$31.189M
1.255M shares@ $24.87 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -0.71%
4.68%
$29.893M
1.123M shares@ $26.64 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 106.5%
3.71%
$23.691M
916,130 shares@ $25.87 avg price
VWOBVanguard Whitehall Fds
Recent Activity
Increased 0.03%
3.61%
$23.086M
365,576 shares@ $63.16 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 100.31%
3.6%
$23.024M
1.245M shares@ $18.5 avg price
VVVanguard Index Fds
Recent Activity
Increased 3.08%
3.53%
$22.53M
83,539 shares@ $269.7 avg price