Bluesky-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "FNDF",
  null,
  "GOOGL",
  "SCHH",
  "CAT",
  "HD",
  "INTU",
  "META",
  null,
  null,
  "EGHT",
  "MA",
  "MSFT",
  "GE",
  null,
  "IJR",
  "ORCL",
  null,
  "IWF",
  "PANW",
  "IEMG",
  "IVV",
  "IYR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  "IEFA",
  "SCHX",
  null,
  null,
  "GLD",
  null,
  "IBM",
  "VNQ",
  "VV",
  "VWO",
  null,
  null,
  "NTRA",
  "IWP",
  "IWR",
  "AMZN",
  null,
  "VEU",
  "VPL",
  "VEA",
  "VGK",
  null,
  null,
  "BND",
  "VBR",
  "VB",
  "VTV",
  "WMT",
  "SCHF",
  "SCHA",
  "GWW",
  "BRK-B",
  "BDX",
  "CINF",
  "CHD",
  "DFAX",
  "DFAC",
  "DLB",
  "EFA",
  "MDY",
  "GOOG",
  "XOM",
  "TSLA",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 73
Total Value: 645210031
Accession Number: 0001172661-25-001516
Form Type: 13F-HR
CIK: bluesky-wealth-advisors
Manager Name: Bluesky-Wealth-Advisors

Data Enrichment

81% identified

59 identified14 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

73 positions • $645.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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808524201

SCHX|808524201

Shares:6.2M

Value:$136.7M

% of Portfolio:21.2% ($136.7M/$645.2M)

92206C409

Shares:728.6K

Value:$57.5M

% of Portfolio:8.9% ($57.5M/$645.2M)

808524839

Shares:2.1M

Value:$48.4M

% of Portfolio:7.5% ($48.4M/$645.2M)

808524870

Shares:1.3M

Value:$35.9M

% of Portfolio:5.6% ($35.9M/$645.2M)

25434V880

DFAX|25434V880

Shares:1.3M

Value:$34.4M

% of Portfolio:5.3% ($34.4M/$645.2M)

808524706

Shares:1.1M

Value:$31.3M

% of Portfolio:4.9% ($31.3M/$645.2M)

808524805

SCHF|808524805

Shares:1.3M

Value:$26.5M

% of Portfolio:4.1% ($26.5M/$645.2M)

921946885

Shares:372.3K

Value:$23.9M

% of Portfolio:3.7% ($23.9M/$645.2M)

808524607

SCHA|808524607

Shares:949.1K

Value:$22.2M

% of Portfolio:3.4% ($22.2M/$645.2M)

922908637

VV|922908637

Shares:79.5K

Value:$20.4M

% of Portfolio:3.2% ($20.4M/$645.2M)

808524847

SCHH|808524847

Shares:874.2K

Value:$18.8M

% of Portfolio:2.9% ($18.8M/$645.2M)

464288513

Shares:201.0K

Value:$15.9M

% of Portfolio:2.5% ($15.9M/$645.2M)

25434V609

Shares:283.1K

Value:$14.6M

% of Portfolio:2.3% ($14.6M/$645.2M)

921937835

BND|921937835

Shares:190.6K

Value:$14.0M

% of Portfolio:2.2% ($14.0M/$645.2M)

464288646

Shares:242.5K

Value:$12.7M

% of Portfolio:2.0% ($12.7M/$645.2M)

808524755

FNDF|808524755

Shares:348.5K

Value:$12.6M

% of Portfolio:2.0% ($12.6M/$645.2M)

464287176

Shares:111.8K

Value:$12.4M

% of Portfolio:1.9% ($12.4M/$645.2M)

922042858

VWO|922042858

Shares:204.1K

Value:$9.2M

% of Portfolio:1.4% ($9.2M/$645.2M)

922908751

VB|922908751

Shares:38.1K

Value:$8.4M

% of Portfolio:1.3% ($8.4M/$645.2M)

464287226

Shares:82.1K

Value:$8.1M

% of Portfolio:1.3% ($8.1M/$645.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHXcusip808524201)	6.2M	QoQ +3.36% (-201.6K) YoY NEW(+6.2M)	All Managers (Combined)	$136.7M	21.2% ($136.7M/$645.2M)	QoQ -1.54% (-$2.1M) YoY NEW(+$136.7M)
(cusip92206C409)✕	728.6K	QoQ +0.54% (+4.0K) YoY NEW(+728.6K)	All Managers (Combined)	$57.5M	8.9% ($57.5M/$645.2M)	QoQ +1.74% (+$988.1K) YoY NEW(+$57.5M)
(cusip808524839)✕	2.1M	QoQ +2.28% (+46.6K) YoY NEW(+2.1M)	All Managers (Combined)	$48.4M	7.5% ($48.4M/$645.2M)	QoQ +4.35% (+$2.0M) YoY NEW(+$48.4M)
(cusip808524870)✕	1.3M	QoQ +0.80% (+10.6K) YoY NEW(+1.3M)	All Managers (Combined)	$35.9M	5.6% ($35.9M/$645.2M)	QoQ +4.93% (+$1.7M) YoY NEW(+$35.9M)
(DFAXcusip25434V880)	1.3M	QoQ +4.64% (+58.3K) YoY +12.72% (+148.2K)	All Managers (Combined)	$34.4M	5.3% ($34.4M/$645.2M)	QoQ +10.28% (+$3.2M) YoY +16.08% (+$4.8M)
(cusip808524706)✕	1.1M	QoQ +1.18% (+13.3K) YoY NEW(+1.1M)	All Managers (Combined)	$31.3M	4.9% ($31.3M/$645.2M)	QoQ +4.75% (+$1.4M) YoY NEW(+$31.3M)
(SCHFcusip808524805)	1.3M	QoQ +7.66% (+95.3K) YoY NEW(+1.3M)	All Managers (Combined)	$26.5M	4.1% ($26.5M/$645.2M)	QoQ +15.11% (+$3.5M) YoY NEW(+$26.5M)
(cusip921946885)✕	372.3K	QoQ +1.85% (+6.8K) YoY NEW(+372.3K)	All Managers (Combined)	$23.9M	3.7% ($23.9M/$645.2M)	QoQ +3.54% (+$818.5K) YoY NEW(+$23.9M)
(SCHAcusip808524607)	949.1K	QoQ +3.59% (-33.0K) YoY NEW(+949.1K)	All Managers (Combined)	$22.2M	3.4% ($22.2M/$645.2M)	QoQ -6.13% (-$1.5M) YoY NEW(+$22.2M)
(VVcusip922908637)	79.5K	QoQ -4.88% (-4.1K) YoY NEW(+79.5K)	All Managers (Combined)	$20.4M	3.2% ($20.4M/$645.2M)	QoQ -9.35% (-$2.1M) YoY NEW(+$20.4M)
(SCHHcusip808524847)	874.2K	QoQ +2.76% (+23.6K) YoY NEW(+874.2K)	All Managers (Combined)	$18.8M	2.9% ($18.8M/$645.2M)	QoQ +4.96% (+$889.4K) YoY NEW(+$18.8M)
(cusip464288513)✕	201.0K	QoQ +2.41% (+4.7K) YoY +16.80% (+28.9K)	All Managers (Combined)	$15.9M	2.5% ($15.9M/$645.2M)	QoQ +2.72% (+$421.3K) YoY +18.55% (+$2.5M)
(cusip25434V609)✕	283.1K	QoQ +1.65% (-4.6K) YoY +7.87% (+20.7K)	All Managers (Combined)	$14.6M	2.3% ($14.6M/$645.2M)	QoQ -5.96% (-$923.9K) YoY +2.04% (+$292.8K)
(BNDcusip921937835)	190.6K	QoQ +0.31% (+607) YoY NEW(+190.6K)	All Managers (Combined)	$14.0M	2.2% ($14.0M/$645.2M)	QoQ +2.46% (+$337.1K) YoY NEW(+$14.0M)
(cusip464288646)✕	242.5K	QoQ +0.04% (+107) YoY +5.57% (+12.8K)	All Managers (Combined)	$12.7M	2.0% ($12.7M/$645.2M)	QoQ +1.34% (+$168.0K) YoY +7.82% (+$921.5K)
(FNDFcusip808524755)	348.5K	QoQ +0.79% (+2.7K) YoY NEW(+348.5K)	All Managers (Combined)	$12.6M	2.0% ($12.6M/$645.2M)	QoQ +9.68% (+$1.1M) YoY NEW(+$12.6M)
(cusip464287176)✕	111.8K	QoQ +0.79% (+882) YoY +13.83% (+13.6K)	All Managers (Combined)	$12.4M	1.9% ($12.4M/$645.2M)	QoQ +5.08% (+$601.7K) YoY +17.73% (+$1.9M)
(VWOcusip922042858)	204.1K	QoQ +12.03% (+21.9K) YoY NEW(+204.1K)	All Managers (Combined)	$9.2M	1.4% ($9.2M/$645.2M)	QoQ +15.13% (+$1.2M) YoY NEW(+$9.2M)
(VBcusip922908751)	38.1K	QoQ +1.17% (-441) YoY NEW(+38.1K)	All Managers (Combined)	$8.4M	1.3% ($8.4M/$645.2M)	QoQ -6.63% (-$599.7K) YoY NEW(+$8.4M)
(cusip464287226)✕	82.1K	QoQ -5.79% (-5.0K) YoY -20.24% (-20.8K)	All Managers (Combined)	$8.1M	1.3% ($8.1M/$645.2M)	QoQ -3.83% (-$323.5K) YoY -19.44% (-$2.0M)