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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
NVDANvidia Corporation
Recent Activity
Increased 0.34%
1.12%
$7.156M
53,287 shares@ $134.29 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 24.45%
1.12%
$7.103M
148,537 shares@ $47.82 avg price
GOOGAlphabet Inc
Recent Activity
Increased 2.4%
0.93%
$5.916M
31,063 shares@ $190.45 avg price
DFACDimensional Etf Trust
Recent Activity
0.89%
$5.644M
163,179 shares@ $34.6 avg price
AMZNAmazon Com Inc
Recent Activity
0.88%
$5.621M
25,620 shares@ $219.4 avg price
VNQVanguard Index Fds
Recent Activity
Increased 8.17%
0.84%
$5.314M
59,656 shares@ $89.09 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -1.04%
0.77%
$4.903M
8,366 shares@ $586.11 avg price
EMBIshares Tr
Recent Activity
Increased 2.19%
0.74%
$4.683M
52,599 shares@ $89.05 avg price
IVVIshares Tr
Recent Activity
Decreased -26.18%
0.5%
$3.145M
5,342 shares@ $588.69 avg price
JNKSpdr Ser Tr
Recent Activity
Increased 0.43%
0.46%
$2.929M
30,685 shares@ $95.48 avg price