Portfolio (Quarterly)
Guide ↗
BlueSky Wealth Advisors, LLC
· CIK 0001704107| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | HPE | HEWLETT PACKARD ENTERPRISE C | Technology | 9,038.0 | $408K | 0.05% | NEW | — | $45.11 | +36.9% |
| 82 | INTC | INTEL CORP | Technology | 2,884.0 | $403K | 0.05% | NEW | — | $139.63 | -12.8% |
| 83 | CLS | CELESTICA INC | Technology | 1,063.0 | $388K | 0.04% | NEW | — | $364.80 | -5.6% |
| 84 | VPL | VANGUARD INTL EQUITY INDEX F | — | 3,343.0 | $387K | 0.04% | — | — | $115.69 | +2.0% |
| 85 | XLV | SELECT SECTOR SPDR TR | — | 2,394.0 | $380K | 0.04% | — | — | $158.66 | +6.5% |
| 86 | TSLA | TESLA INC | Consumer Cyclical | 882.0 | $371K | 0.04% | -157.0 | -15.1% | $420.61 | -10.8% |
| 87 | VEU | VANGUARD INTL EQUITY INDEX F | — | 4,190.0 | $351K | 0.04% | — | — | $83.75 | +1.6% |
| 88 | AIP | ARTERIS INC | Technology | 6,947.0 | $338K | 0.04% | NEW | — | $48.59 | -50.3% |
| 89 | QCOM | QUALCOMM INC | Technology | 1,742.0 | $322K | 0.04% | -495.0 | -22.1% | $184.79 | +5.1% |
| 90 | SLV | ISHARES SILVER TR | Financial Services | 5,950.0 | $318K | 0.04% | NEW | — | $53.47 | +11.5% |
| 91 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | Technology | 1,148.0 | $312K | 0.04% | NEW | — | $271.95 | -31.1% |
| 92 | ADI | ANALOG DEVICES INC | Technology | 750.0 | $298K | 0.04% | — | — | $397.17 | -3.6% |
| 93 | POWL | POWELL INDS INC | Industrials | 1,020.0 | $292K | 0.03% | NEW | — | $286.36 | -34.5% |
| 94 | WDC | WESTERN DIGITAL CORP | Technology | 449.0 | $287K | 0.03% | NEW | — | $638.72 | -29.8% |
| 95 | VXUS | VANGUARD STAR FDS | — | 3,354.0 | $287K | 0.03% | — | — | $85.50 | +1.9% |
| 96 | TTMI | TTM TECHNOLOGIES INC | Technology | 1,492.0 | $279K | 0.03% | NEW | — | $187.02 | -33.7% |
| 97 | RSP | INVESCO EXCHANGE TRADED FD T | — | 1,300.0 | $277K | 0.03% | — | — | $212.77 | -0.0% |
| 98 | FNB | F N B CORP | Financial Services | 14,071.0 | $268K | 0.03% | — | — | $19.08 | -6.1% |
| 99 | SNPS | SYNOPSYS INC | Technology | 600.0 | $268K | 0.03% | +81.0 | +15.6% | $446.07 | -9.9% |
| 100 | LIN | LINDE PLC | Basic Materials | 510.0 | $265K | 0.03% | -219.0 | -30.0% | $518.94 | -11.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
35.9%
Financial Services
26.1%
Consumer Cyclical
12.5%
Industrials
10.7%
Communication Services
7.3%
Consumer Defensive
2.8%
Energy
1.9%
Healthcare
1.5%
Utilities
0.8%
Basic Materials
0.5%