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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 :
12 |
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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 |
|
DFAC |
Dimensional U S Core Equity... |
7 |
- |
$32.36 |
$5,216,000 |
163,248 |
4.08% |
444,000 |
0 |
0.018 |
N/A |
|
|
CINF |
Cincinnati Financial Corp |
13 |
- |
$113.67 |
$1,796,000 |
14,464 |
1.41% |
300,000 |
0 |
0.009 |
Property & Casualty I... |
|
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IWP |
iShares Tr Russell MidCap Gr |
22 |
- |
$110.55 |
$668,000 |
5,850 |
0.52% |
57,000 |
0 |
0.001 |
Closed - End Fund - E... |
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IWR |
iShares Tr Rssll MidCap Indx |
23 |
- |
$81.29 |
$629,000 |
7,481 |
0.49% |
48,000 |
0 |
0.002 |
Closed - End Fund - E... |
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IWF |
iShares Russell 1000 Growth |
24 |
- |
$367.33 |
$561,000 |
1,664 |
0.44% |
57,000 |
0 |
0.001 |
Closed - End Fund - E... |
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BLDR |
Builders Firstsource Inc |
25 |
- |
$149.44 |
$554,000 |
2,656 |
0.43% |
111,000 |
0 |
0.001 |
Home Improvement Stores |
|
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INTU |
Intuit Inc |
26 |
- |
$609.68 |
$498,000 |
766 |
0.39% |
19,000 |
0 |
0 |
Application Software |
|
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DLB |
Dolby Laboratories Inc |
29 |
- |
$78.75 |
$349,000 |
4,161 |
0.27% |
-10,000 |
0 |
0.006 |
Electronic Equipment |
|
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XOM |
Exxon Mobil Corp |
30 |
- |
$109.38 |
$343,000 |
2,951 |
0.27% |
48,000 |
0 |
0 |
Integrated Oil & Gas |
|
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BDX |
Becton Dickinson & Co |
31 |
- |
$233.73 |
$262,000 |
1,059 |
0.21% |
4,000 |
0 |
0 |
Medical Instruments &... |
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HD |
Home Depot Inc |
32 |
- |
$353.87 |
$260,000 |
677 |
0.2% |
25,000 |
0 |
0 |
Home Improvement Stores |
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EGHT |
8x8 Inc |
35 |
- |
$2.40 |
$51,000 |
18,788 |
0.04% |
-20,000 |
0 |
0.015 |
Communication Equipment |
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