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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
SCHESchwab Strategic Tr
Recent Activity
Decreased -0.71%
4.68%
$29.893M
1.123M shares@ $26.64 avg price
IGSBIshares Tr
Recent Activity
Decreased -0.94%
1.96%
$12.534M
242,430 shares@ $51.7 avg price
VBVanguard Index Fds
Recent Activity
Decreased -2.21%
1.42%
$9.044M
37,639 shares@ $240.29 avg price
AGGIshares Tr
Recent Activity
Decreased -14.38%
1.32%
$8.44M
87,105 shares@ $96.9 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.04%
0.77%
$4.903M
8,366 shares@ $586.11 avg price
IVVIshares Tr
Recent Activity
Decreased -26.18%
0.5%
$3.145M
5,342 shares@ $588.69 avg price
VBRVanguard Index Fds
Recent Activity
Decreased 0%
0.43%
$2.705M
13,648 shares@ $198.19 avg price
AAPLApple Inc
Recent Activity
Decreased -0.85%
0.34%
$2.129M
8,504 shares@ $250.42 avg price
IJRIshares Tr
Recent Activity
Decreased -11.48%
0.29%
$1.831M
15,893 shares@ $115.22 avg price
IEMGIshares Inc
Recent Activity
Decreased -13.2%
0.26%
$1.632M
31,247 shares@ $52.22 avg price