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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921943858

VEA|921943858

Shares:128.8K

Value:$6.5M

% of Portfolio:1.0% ($6.5M/$645.2M)

922908553

VNQ|922908553

Shares:66.0K

Value:$6.0M

% of Portfolio:0.9% ($6.0M/$645.2M)

NVIDIA CORP

NVDA|67066G104

Shares:53.5K

Value:$5.8M

% of Portfolio:0.9% ($5.8M/$645.2M)

25434V708

DFAC|25434V708

Shares:163.2K

Value:$5.4M

% of Portfolio:0.8% ($5.4M/$645.2M)

AMAZON COM INC

AMZN|023135106

Shares:25.6K

Value:$4.9M

% of Portfolio:0.8% ($4.9M/$645.2M)

Alphabet Inc.

GOOG|02079K107

Shares:31.1K

Value:$4.9M

% of Portfolio:0.8% ($4.9M/$645.2M)

464288281

Shares:52.4K

Value:$4.7M

% of Portfolio:0.7% ($4.7M/$645.2M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:8.3K

Value:$4.6M

% of Portfolio:0.7% ($4.6M/$645.2M)

464287200

IVV|464287200

Shares:5.1K

Value:$2.9M

% of Portfolio:0.4% ($2.9M/$645.2M)

78468R622

Shares:29.6K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$645.2M)

922908611

VBR|922908611

Shares:15.0K

Value:$2.8M

% of Portfolio:0.4% ($2.8M/$645.2M)

CINCINNATI FINANCIAL CORP

CINF|172062101

Shares:14.5K

Value:$2.1M

% of Portfolio:0.3% ($2.1M/$645.2M)

Apple Inc.

AAPL|037833100

Shares:8.6K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$645.2M)

46434G103

IEMG|46434G103

Shares:30.2K

Value:$1.6M

% of Portfolio:0.3% ($1.6M/$645.2M)

464287804

IJR|464287804

Shares:15.4K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$645.2M)

922908769

VTI|922908769

Shares:5.9K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$645.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.6K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$645.2M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:11.7K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$645.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:7.8K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$645.2M)

46432F842

IEFA|46432F842

Shares:15.9K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$645.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VEAcusip921943858)	128.8K	QoQ -13.31% (-19.8K) YoY NEW(+128.8K)	All Managers (Combined)	$6.5M	1.0% ($6.5M/$645.2M)	QoQ -7.85% (-$557.9K) YoY NEW(+$6.5M)
(VNQcusip922908553)	66.0K	QoQ +10.56% (+6.3K) YoY NEW(+66.0K)	All Managers (Combined)	$6.0M	0.9% ($6.0M/$645.2M)	QoQ +12.38% (+$658.0K) YoY NEW(+$6.0M)
NVIDIA CORP(NVDAcusip67066G104)	53.5K	QoQ +0.47% (-252) YoY NEW(+53.5K)	All Managers (Combined)	$5.8M	0.9% ($5.8M/$645.2M)	QoQ -18.91% (-$1.4M) YoY NEW(+$5.8M)
(DFACcusip25434V708)	163.2K	QoQ 0.00% (-0) YoY -0.04% (-69)	All Managers (Combined)	$5.4M	0.8% ($5.4M/$645.2M)	QoQ -4.62% (-$261.1K) YoY +3.21% (-$167.5K)
AMAZON COM INC(AMZNcusip023135106)	25.6K	QoQ 0.00% (-0) YoY +864.97% (+23.0K)	All Managers (Combined)	$4.9M	0.8% ($4.9M/$645.2M)	QoQ -13.27% (-$746.3K) YoY +917.82% (+$4.4M)
Alphabet Inc.(GOOGcusip02079K107)	31.1K	QoQ 0.00% (-0) YoY +14.25% (+3.9K)	All Managers (Combined)	$4.9M	0.8% ($4.9M/$645.2M)	QoQ -17.96% (-$1.1M) YoY +17.23% (+$713.4K)
(cusip464288281)✕	52.4K	QoQ -0.38% (-205) YoY +5.70% (+2.8K)	All Managers (Combined)	$4.7M	0.7% ($4.7M/$645.2M)	QoQ +1.34% (-$63.0K) YoY +6.78% (+$301.7K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	8.3K	QoQ -0.71% (-60) YoY NEW(+8.3K)	All Managers (Combined)	$4.6M	0.7% ($4.6M/$645.2M)	QoQ -5.24% (-$257.3K) YoY NEW(+$4.6M)
(IVVcusip464287200)	5.1K	QoQ -3.89% (-208) YoY -34.38% (-2.7K)	All Managers (Combined)	$2.9M	0.4% ($2.9M/$645.2M)	QoQ -8.26% (-$259.9K) YoY -29.87% (-$1.2M)
(cusip78468R622)✕	29.6K	QoQ -3.50% (-1.1K) YoY NEW(+29.6K)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$645.2M)	QoQ -3.68% (-$107.9K) YoY NEW(+$2.8M)
(VBRcusip922908611)	15.0K	QoQ +10.10% (+1.4K) YoY NEW(+15.0K)	All Managers (Combined)	$2.8M	0.4% ($2.8M/$645.2M)	QoQ +3.49% (+$94.6K) YoY NEW(+$2.8M)
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	14.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$2.1M	0.3% ($2.1M/$645.2M)	QoQ +2.79% (+$58.1K) YoY +18.96% (+$340.6K)
Apple Inc.(AAPLcusip037833100)	8.6K	QoQ +0.94% (-80) YoY +43.18% (+2.6K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$645.2M)	QoQ -10.45% (-$222.7K) YoY +85.48% (+$878.8K)
(IEMGcusip46434G103)	30.2K	QoQ -3.24% (-1.0K) YoY -19.67% (-7.4K)	All Managers (Combined)	$1.6M	0.3% ($1.6M/$645.2M)	QoQ 0.00% (-$43) YoY -15.98% (-$310.5K)
(IJRcusip464287804)	15.4K	QoQ -2.94% (-468) YoY -16.12% (-3.0K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$645.2M)	QoQ -11.91% (-$218.2K) YoY -20.64% (-$419.6K)
(VTIcusip922908769)	5.9K	QoQ +2.94% (-168) YoY NEW(+5.9K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$645.2M)	QoQ -2.37% (-$39.2K) YoY NEW(+$1.6M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.6K	QoQ 0.00% (+0) YoY +407.55% (+2.0K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$645.2M)	QoQ +17.49% (+$202.5K) YoY +542.80% (+$1.1M)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	11.7K	QoQ -7.84% (-1.0K) YoY -7.84% (-1.0K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$645.2M)	QoQ -3.11% (-$41.5K) YoY -2.74% (-$36.5K)
Alphabet Inc.(GOOGLcusip02079K305)	7.8K	QoQ 0.00% (-0) YoY +4.20% (+316)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$645.2M)	QoQ -18.30% (-$271.6K) YoY +6.76% (+$76.8K)
(IEFAcusip46432F842)	15.9K	QoQ -3.94% (-654) YoY -21.70% (-4.4K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$645.2M)	QoQ +3.39% (-$39.7K) YoY -20.19% (-$305.2K)