BlueSky Wealth Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

*Note: The following article is for informational purposes only and does not constitute financial advice. Please consult with a professional advisor before making any investment decisions.

In the ever-evolving world of finance, keeping track of changes in holdings is crucial for investors and financial institutions alike. Understanding these changes can offer valuable insight into market trends and the strategies of key players. In this article, we will explore the Q2 2023 vs. Q3 2023 13F holdings comparison for BlueSky Wealth Advisors, LLC.

BlueSky Wealth Advisors, LLC is a reputable wealth management firm known for their expertise and commitment to serving their clients' financial needs. The 13F report, filed quarterly with the U.S. Securities and Exchange Commission, provides a snapshot of a company's investment portfolio, including the value and quantity of its holdings.

Let's delve into the details of BlueSky Wealth Advisors, LLC's Q2 2023 vs. Q3 2023 13F holdings comparison and analyze the changes observed during this period.

1. SCHWAB STRATEGIC TR - SCHX

- Q2 2023 (SHARES): 1,970,065

- Q3 2023 (SHARES): 1,973,276

- Q2 2023 VALUE ($000): 103,172

- Q3 2023 VALUE ($000): 99,847

- Chg %: -3.2%

BlueSky Wealth Advisors, LLC's holdings in SCHWAB STRATEGIC TR's SCHX saw a slight decrease of 3.2% from Q2 2023 to Q3 2023.

2. VANGUARD SCOTTSDALE FDS - VCSH

- Q2 2023 (SHARES): 598,167

- Q3 2023 (SHARES): 614,737

- Q2 2023 VALUE ($000): 45,257

- Q3 2023 VALUE ($000): 46,197

- Chg %: 2.1%

BlueSky Wealth Advisors, LLC's holdings in VANGUARD SCOTTSDALE FDS' VCSH increased by 2.1% during the Q2 2023 vs. Q3 2023 period.

3. SCHWAB STRATEGIC TR - SCHZ

- Q2 2023 (SHARES): 902,144

- Q3 2023 (SHARES): 995,422

- Q2 2023 VALUE ($000): 41,642

- Q3 2023 VALUE ($000): 44,027

- Chg %: 5.7%

BlueSky Wealth Advisors, LLC's holdings in SCHWAB STRATEGIC TR's SCHZ witnessed a significant increase of 5.7% from Q2 2023 to Q3 2023.

4. SCHWAB STRATEGIC TR - SCHP

- Q2 2023 (SHARES): 559,679

- Q3 2023 (SHARES): 588,643

- Q2 2023 VALUE ($000): 29,343

- Q3 2023 VALUE ($000): 29,720

- Chg %: 1.3%

BlueSky Wealth Advisors, LLC's holdings in SCHWAB STRATEGIC TR's SCHP experienced a marginal increase of 1.3% during the Q2 2023 vs. Q3 2023 period.

5. DIMENSIONAL ETF TRUST - DFAX

- Q2 2023 (SHARES): 1,098,999

- Q3 2023 (SHARES): 1,138,879

- Q2 2023 VALUE ($000): 25,617

- Q3 2023 VALUE ($000): 25,647

- Chg %: 0.1%

BlueSky Wealth Advisors, LLC's holdings in DIMENSIONAL ETF TRUST's DFAX remained relatively stable, with a slight increase of 0.1% from Q2 2023 to Q3 2023.

These are just a few examples of the changes observed in BlueSky Wealth Advisors, LLC's 13F holdings during the Q2 2023 vs. Q3 2023 period. It is essential to review the entire list to gain a comprehensive understanding of their investment strategy and market trends.

In conclusion, monitoring the changes in holdings of a fund provides valuable insights into the investment decisions made by financial institutions like BlueSky Wealth Advisors, LLC. By analyzing the Q2 2023 vs. Q3 2023 13F holdings comparison, investors can gauge the fund's confidence in certain companies or sectors and make informed investment choices accordingly.

Note: The information provided above is based on the disclosed data from the 13F filing and is subject to change. It is important to conduct further research and analysis before making any investment decisions based on this information.

Disclaimer: The writer of this article is not a financial advisor. The information provided is based on publicly available data and should not be considered financial advice. Always do your own research and consult with a qualified financial advisor before making any investment decisions.