| |
|
|
| Name: |
BlueSky Wealth Advisors LLC |
| City: |
New Bern |
| State: |
NC |
| Zip: |
28562 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
11 |
|
View All Holdings |
Currently
Viewing:
Decreased Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
CSJ |
iShares Barclays 1-3 Year C... |
4 |
- |
$51.30 |
$11,780,000 |
229,723 |
9.22% |
-81,000 |
-1,590 |
0.028 |
Closed - End Fund - E... |
|
|
AGG |
iShares Barclays Agency Bond |
6 |
- |
$97.92 |
$10,077,000 |
102,885 |
7.88% |
-157,000 |
-225 |
0.001 |
Closed - End Fund - E... |
|
|
GOOG |
Alphabet Inc |
9 |
- |
$176.45 |
$4,140,000 |
27,188 |
3.24% |
180,000 |
-914 |
0 |
Search Engines & Info... |
|
|
IVV |
iShares Core S&P 500 Etf |
10 |
- |
$549.64 |
$4,114,000 |
7,825 |
3.22% |
281,000 |
-199 |
0 |
Closed - End Fund - E... |
|
|
IJR |
iShares Core S&P Small-Cap |
11 |
- |
$105.70 |
$2,033,000 |
18,391 |
1.59% |
1,000 |
-382 |
0.003 |
Closed - End Fund - E... |
|
|
IEMG |
Ishares Core Msci Emerging ... |
12 |
- |
$53.89 |
$1,942,000 |
37,640 |
1.52% |
23,000 |
-292 |
0 |
N/A |
|
|
IEFA |
Ishares Core Msci Eafe |
14 |
- |
$0.00 |
$1,511,000 |
20,363 |
1.18% |
69,000 |
-129 |
0 |
N/A |
|
|
IYR |
iShares Dow Jones US Real E... |
15 |
- |
$87.00 |
$1,399,000 |
15,560 |
1.09% |
-24,000 |
-12 |
0.003 |
Closed - End Fund - E... |
|
|
CHD |
Church & Dwight Co Inc |
16 |
- |
$109.91 |
$1,329,000 |
12,740 |
1.04% |
-18,000 |
-1,500 |
0.005 |
Cleaning Products |
|
|
GWW |
WW Grainger Inc |
21 |
- |
$924.49 |
$729,000 |
717 |
0.57% |
-185,000 |
-386 |
0.001 |
Electronics Wholesale |
|
|
IBM |
International Business Mach... |
27 |
- |
$170.55 |
$496,000 |
2,596 |
0.39% |
67,000 |
-26 |
0 |
Diversified Computer ... |
|
