test

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
SCHHSchwab Strategic Tr
Recent Activity
Increased 2.69%
2.81%
$17.916M
850,696 shares@ $21.07 avg price
DFATDimensional Etf Trust
Recent Activity
Increased 1.29%
2.43%
$15.499M
278,459 shares@ $55.67 avg price
HYGIshares Tr
Recent Activity
Increased 6.31%
2.42%
$15.436M
196,267 shares@ $78.66 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 15.75%
2.14%
$13.661M
189,972 shares@ $71.92 avg price
IGSBIshares Tr
Recent Activity
Decreased -0.94%
1.96%
$12.534M
242,430 shares@ $51.7 avg price
TIPIshares Tr
Recent Activity
Increased 5.42%
1.85%
$11.821M
110,945 shares@ $106.56 avg price
FNDFSchwab Strategic Tr
Recent Activity
Increased 11.54%
1.8%
$11.483M
345,769 shares@ $33.21 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
VWOVanguard Intl Equity Index F
Recent Activity
Increased 10.12%
1.26%
$8.024M
182,189 shares@ $44.05 avg price