0001606587-22-001563.txt : 20220802 0001606587-22-001563.hdr.sgml : 20220802 20220802091731 ACCESSION NUMBER: 0001606587-22-001563 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220802 DATE AS OF CHANGE: 20220802 EFFECTIVENESS DATE: 20220802 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BlueSky Wealth Advisors, LLC CENTRAL INDEX KEY: 0001704107 IRS NUMBER: 200092155 STATE OF INCORPORATION: NC FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18007 FILM NUMBER: 221127087 BUSINESS ADDRESS: STREET 1: 2131 S. GLENBURNIE ROAD STREET 2: SUITE 8 CITY: NEW BERN STATE: NC ZIP: 28562 BUSINESS PHONE: 252-633-0107 MAIL ADDRESS: STREET 1: 2131 S. GLENBURNIE ROAD STREET 2: SUITE 8 CITY: NEW BERN STATE: NC ZIP: 28562 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001704107 XXXXXXXX 06-30-2022 06-30-2022 false BlueSky Wealth Advisors, LLC

2131 S. Glenburnie Road Suite 8 New Bern NC 28562

13F HOLDINGS REPORT 028-18007 N David L. Blain 252-633-0107 x111 David L. Blain New Bern NC 07-26-2022 0 64 450572 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 23ANDME HOLDING CO CLASS A COM 90138Q108 41 16724 SH SOLE NONE 0 0 16724 8X8 INC NEW COM 282914100 97 18788 SH SOLE NONE 0 0 18788 ALPHABET INC CAP STK CL A 02079K305 364 167 SH SOLE NONE 0 0 167 ALPHABET INC CAP STK CL C 02079K107 523 239 SH SOLE NONE 0 0 239 APPLE INC COM 037833100 757 5534 SH SOLE NONE 0 0 5534 BECTON DICKINSON CO COM 075887109 284 1154 SH SOLE NONE 0 0 1154 CATERPILLAR INC COM 149123101 356 1990 SH SOLE NONE 0 0 1990 CHURCH DWIGHT CO INC COM 171340102 1412 15240 SH SOLE NONE 0 0 15240 CINCINNATI FINL CORP COM 172062101 1721 14464 SH SOLE NONE 0 0 14464 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 3804 163248 SH SOLE NONE 0 0 163248 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 10308 256286 SH SOLE NONE 0 0 256286 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 21415 998833 SH SOLE NONE 0 0 998833 DOLBY LABORATORIES INC COM CL A 25659T107 480 6713 SH SOLE NONE 0 0 6713 EXXON MOBIL CORP COM 30231G102 202 2355 SH SOLE NONE 0 0 2355 GRAINGER W W INC COM 384802104 499 1099 SH SOLE NONE 0 0 1099 INTUIT COM 461202103 300 779 SH SOLE NONE 0 0 779 ISHARES INC CORE MSCI EMKT 46434G103 2496 50880 SH SOLE NONE 0 0 50880 ISHARES TR CORE MSCI EAFE 46432F842 1582 26888 SH SOLE NONE 0 0 26888 ISHARES TR IBOXX HI YD ETF 464288513 11095 150726 SH SOLE NONE 0 0 150726 ISHARES TR ISHS 1-5YR INVS 464288646 13302 263150 SH SOLE NONE 0 0 263150 ISHARES TR JPMORGAN USD EMG 464288281 4209 49335 SH SOLE NONE 0 0 49335 ISHARES TR CORE TOTAL USD 46434V613 942 20111 SH SOLE NONE 0 0 20111 ISHARES TR RUS MID CAP ETF 464287499 539 8336 SH SOLE NONE 0 0 8336 ISHARES TR RUS MD CP GR ETF 464287481 484 6107 SH SOLE NONE 0 0 6107 ISHARES TR MSCI EAFE ETF 464287465 711 11383 SH SOLE NONE 0 0 11383 ISHARES TR CORE S&P SCP ETF 464287804 2273 24596 SH SOLE NONE 0 0 24596 ISHARES TR CORE S&P500 ETF 464287200 4331 11424 SH SOLE NONE 0 0 11424 ISHARES TR S&P 500 GRWT ETF 464287309 468 7763 SH SOLE NONE 0 0 7763 ISHARES TR RUS 1000 GRW ETF 464287614 393 1796 SH SOLE NONE 0 0 1796 ISHARES TR U.S. REAL ES ETF 464287739 1855 20163 SH SOLE NONE 0 0 20163 ISHARES TR CORE US AGGBD ET 464287226 6989 68730 SH SOLE NONE 0 0 68730 ISHARES TR TIPS BD ETF 464287176 9939 87256 SH SOLE NONE 0 0 87256 LOCKHEED MARTIN CORP COM 539830109 384 894 SH SOLE NONE 0 0 894 MICROSOFT CORP COM 594918104 434 1690 SH SOLE NONE 0 0 1690 NVIDIA CORPORATION COM 67066G104 787 5189 SH SOLE NONE 0 0 5189 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 15867 504516 SH SOLE NONE 0 0 504516 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 86909 1946010 SH SOLE NONE 0 0 1946010 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 6706 236876 SH SOLE NONE 0 0 236876 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 14084 361229 SH SOLE NONE 0 0 361229 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 19636 773687 SH SOLE NONE 0 0 773687 SCHWAB STRATEGIC TR US TIPS ETF 808524870 29284 524810 SH SOLE NONE 0 0 524810 SCHWAB STRATEGIC TR US REIT ETF 808524847 12526 593915 SH SOLE NONE 0 0 593915 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 39241 819742 SH SOLE NONE 0 0 819742 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 320 10189 SH SOLE NONE 0 0 10189 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 307 2394 SH SOLE NONE 0 0 2394 SPDR SP 500 ETF TR TR UNIT 78462F103 4712 12491 SH SOLE NONE 0 0 12491 SPDR SP MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 204 493 SH SOLE NONE 0 0 493 SPDR SER TR BLOOMBERG HIGH Y 78468R622 2018 22251 SH SOLE NONE 0 0 22251 SPLUNK INC COM 848637104 378 4268 SH SOLE NONE 0 0 4268 UNITEDHEALTH GROUP INC COM 91324P102 222 432 SH SOLE NONE 0 0 432 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 11742 156015 SH SOLE NONE 0 0 156015 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2507 13292 SH SOLE NONE 0 0 13292 VANGUARD INDEX FDS LARGE CAP ETF 922908637 10354 60077 SH SOLE NONE 0 0 60077 VANGUARD INDEX FDS VALUE ETF 922908744 554 4199 SH SOLE NONE 0 0 4199 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1245 8313 SH SOLE NONE 0 0 8313 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3428 37621 SH SOLE NONE 0 0 37621 VANGUARD INDEX FDS SMALL CP ETF 922908751 5658 32130 SH SOLE NONE 0 0 32130 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 246 4927 SH SOLE NONE 0 0 4927 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 444 8405 SH SOLE NONE 0 0 8405 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6323 151814 SH SOLE NONE 0 0 151814 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 321 5056 SH SOLE NONE 0 0 5056 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 46701 612394 SH SOLE NONE 0 0 612394 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 4419 108302 SH SOLE NONE 0 0 108302 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 18440 300811 SH SOLE NONE 0 0 300811