David L Blain

@Bluesky Wealth Advisors, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$639.676M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
GOOGLAlphabet Inc Recent Activity Decreased -1.87%	0.24%	$1.483M 7,835 shares@ $189.31 avg price	Decreased -1.87%
IEFAIshares Tr Recent Activity Decreased -15.21%	0.19%	$1.167M 16,598 shares@ $70.28 avg price	Decreased -15.21%
IYRIshares Tr Recent Activity Decreased -17.38%	0.18%	$1.144M 12,291 shares@ $93.06 avg price	Decreased -17.38%
DLBDolby Laboratories Inc Recent Activity Decreased -1.71%	0.05%	$313,572 4,015 shares@ $78.11 avg price	Decreased -1.71%