Long-term investor

Bluesky Wealth Advisors, LLC @blueskywealthadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001704107).

Record

  • Tracked since 2025-06-30 (441 days), 41 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.7% · 6 months n/a · 1 year +15.2% · all +15.2%
  • Max drawdown n/a · win rate 8% · data quality Good
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • SCHX · 16.5% · long · since 2025-06-30
  • VGIT · 5.8% · long · since 2026-03-31
  • VTV · 5.5% · long · since 2025-06-30
  • SCHF · 5.4% · long · since 2025-06-30
  • SCHP · 5.0% · long · since 2025-06-30
  • SCHA · 4.6% · long · since 2025-06-30
  • VCSH · 3.9% · long · since 2025-06-30
  • VWOB · 3.4% · long · since 2025-06-30
  • VV · 3.2% · long · since 2025-06-30
  • DFAE · 3.0% · long · since 2026-03-31
  • SCHE · 2.6% · long · since 2025-06-30
  • DFAT · 2.5% · long · since 2025-06-30

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