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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
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
CINFCincinnati Finl Corp
Recent Activity
0.33%
$2.078M
14,464 shares@ $143.71 avg price
IJRIshares Tr
Recent Activity
Decreased -11.48%
0.29%
$1.831M
15,893 shares@ $115.22 avg price
VTIVanguard Index Fds
Recent Activity
0.26%
$1.652M
5,700 shares@ $289.84 avg price
IEMGIshares Inc
Recent Activity
Decreased -13.2%
0.26%
$1.632M
31,247 shares@ $52.22 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.87%
0.24%
$1.483M
7,835 shares@ $189.31 avg price
CHDChurch & Dwight Co Inc
Recent Activity
0.21%
$1.334M
12,740 shares@ $104.71 avg price
IEFAIshares Tr
Recent Activity
Decreased -15.21%
0.19%
$1.167M
16,598 shares@ $70.28 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
0.19%
$1.157M
2,553 shares@ $453.29 avg price