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| Name: |
BlueSky Wealth Advisors LLC |
| City: |
New Bern |
| State: |
NC |
| Zip: |
28562 |
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data |
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Filing Period: |
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| Holdings
Found :
11 |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFAX |
Dimensional Funds plc - Wor... |
1 |
- |
$25.52 |
$29,630,000 |
1,164,698 |
23.18% |
2,329,000 |
46,720 |
0.129 |
N/A |
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DFAT |
Dimensional U S Targeted Va... |
2 |
- |
$51.02 |
$14,282,000 |
262,399 |
11.17% |
837,000 |
5,463 |
0.029 |
N/A |
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HYG |
iShares iBoxx $ High Yield ... |
3 |
- |
$77.06 |
$13,376,000 |
172,085 |
10.47% |
470,000 |
5,314 |
0.005 |
Closed - End Fund - E... |
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TIP |
iShares Lehman TIPS Bond |
5 |
- |
$106.90 |
$10,552,000 |
98,236 |
8.26% |
1,036,000 |
9,705 |
0.005 |
Closed - End Fund - E... |
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EMB |
iShares JPMorgan USD Emerg ... |
8 |
- |
$89.28 |
$4,445,000 |
49,567 |
3.48% |
388,000 |
4,015 |
0.003 |
Closed - End Fund - E... |
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GOOGL |
Alphabet Inc |
17 |
- |
$176.79 |
$1,135,000 |
7,519 |
0.89% |
134,000 |
350 |
0 |
Search Engines & Info... |
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AAPL |
Apple Inc |
18 |
- |
$212.49 |
$1,028,000 |
5,995 |
0.8% |
233,000 |
1,865 |
0 |
Personal Computers |
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CAT |
Caterpillar Inc |
19 |
- |
$321.47 |
$918,000 |
2,506 |
0.72% |
204,000 |
91 |
0 |
Farm & Construction M... |
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EFA |
iShares TR MSCI EAFE Indx FD |
20 |
- |
$77.83 |
$801,000 |
10,027 |
0.63% |
46,000 |
3 |
0.001 |
Closed - End Fund - E... |
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AMZN |
Amazon.com Inc |
28 |
- |
$183.66 |
$479,000 |
2,655 |
0.37% |
479,000 |
2,655 |
0 |
Internet Software & S... |
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BRK.B |
Berkshire Hathaway B |
33 |
- |
$405.54 |
$212,000 |
503 |
0.17% |
212,000 |
503 |
0 |
Property & Casualty I... |
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