Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
DIMENSIONAL ETF TRUST (DFAX) | 1,164,698 | +46,720 | $29,630 |
DFAX | 1,164,698 | +46,720 | $29,630 |
DIMENSIONAL ETF TRUST (DFAT) | 262,399 | +5,463 | $14,282 |
DFAT | 262,399 | +5,463 | $14,282 |
ISHARES TR (HYG) | 172,085 | +5,314 | $13,376 |
HYG | 172,085 | +5,314 | $13,376 |
ISHARES TR (IGSB) | 229,723 | -1,590 | $11,780 |
IGSB | 229,723 | -1,590 | $11,780 |
ISHARES TR (TIP) | 98,236 | +9,705 | $10,552 |
TIP | 98,236 | +9,705 | $10,552 |
ISHARES TR (AGG) | 102,885 | -225 | $10,077 |
AGG | 102,885 | -225 | $10,077 |
DIMENSIONAL ETF TRUST (DFAC) | 163,248 | UNCH | $5,216 |
DFAC | 163,248 | UNCH | $5,216 |
ISHARES TR (EMB) | 49,567 | +4,015 | $4,445 |
EMB | 49,567 | +4,015 | $4,445 |
ALPHABET INC | 27,188 | -914 | $4,140 |
GOOG | 27,188 | -914 | $4,140 |
ISHARES TR (IVV) | 7,825 | -199 | $4,114 |
IVV | 7,825 | -199 | $4,114 |
ISHARES TR (IJR) | 18,391 | -382 | $2,033 |
IJR | 18,391 | -382 | $2,033 |
ISHARES INC (IEMG) | 37,640 | -292 | $1,942 |
IEMG | 37,640 | -292 | $1,942 |
CINCINNATI FINL CORP | 14,464 | UNCH | $1,796 |
CINF | 14,464 | UNCH | $1,796 |
ISHARES TR (IEFA) | 20,363 | -129 | $1,511 |
IEFA | 20,363 | -129 | $1,511 |
ISHARES TR (IYR) | 15,560 | -12 | $1,399 |
IYR | 15,560 | -12 | $1,399 |
CHURCH & DWIGHT CO INC | 12,740 | -1,500 | $1,329 |
CHD | 12,740 | -1,500 | $1,329 |
ALPHABET INC | 7,519 | +350 | $1,135 |
GOOGL | 7,519 | +350 | $1,135 |
APPLE INC | 5,995 | +1,865 | $1,028 |
AAPL | 5,995 | +1,865 | $1,028 |
CATERPILLAR INC | 2,506 | +91 | $918 |
CAT | 2,506 | +91 | $918 |
ISHARES TR (EFA) | 10,027 | +3 | $801 |
EFA | 10,027 | +3 | $801 |
GRAINGER W W INC | 717 | -386 | $729 |
GWW | 717 | -386 | $729 |
ISHARES TR (IWP) | 5,850 | UNCH | $668 |
IWP | 5,850 | UNCH | $668 |
ISHARES TR (IWR) | 7,481 | UNCH | $629 |
IWR | 7,481 | UNCH | $629 |
ISHARES TR (IWF) | 1,664 | UNCH | $561 |
IWF | 1,664 | UNCH | $561 |
BUILDERS FIRSTSOURCE INC | 2,656 | UNCH | $554 |
BLDR | 2,656 | UNCH | $554 |
INTUIT | 766 | UNCH | $498 |
INTU | 766 | UNCH | $498 |
INTERNATIONAL BUSINESS MACHS | 2,596 | -26 | $496 |
IBM | 2,596 | -26 | $496 |
AMAZON COM INC | 2,655 | +2,655 | $479 |
AMZN | 2,655 | +2,655 | $479 |
DOLBY LABORATORIES INC | 4,161 | UNCH | $349 |
DLB | 4,161 | UNCH | $349 |
EXXON MOBIL CORP | 2,951 | UNCH | $343 |
XOM | 2,951 | UNCH | $343 |
BECTON DICKINSON & CO | 1,059 | UNCH | $262 |
BDX | 1,059 | UNCH | $262 |
HOME DEPOT INC | 677 | UNCH | $260 |
HD | 677 | UNCH | $260 |
BERKSHIRE HATHAWAY INC DEL | $212 | ||
BRK.B | 503 | +503 | $212 |
DISNEY WALT CO | 1,708 | +1,708 | $209 |
DIS | 1,708 | +1,708 | $209 |
See Full List: All Stocks Held By BlueSky Wealth Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By BlueSky Wealth Advisors LLC
Size ($ in 1000's)
At 03/31/2024: $127,804 At 12/31/2023: $537,977 BlueSky Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BlueSky Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |