Managing Member

0001172661-23-001937.txt : 20230510 0001172661-23-001937.hdr.sgml : 20230510 20230509173606 ACCESSION NUMBER: 0001172661-23-001937 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230510 DATE AS OF CHANGE: 20230509 EFFECTIVENESS DATE: 20230510 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: 23903564 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 X0202 13F-HR LIVE false true false 0001704107 XXXXXXXX 03-31-2023 03-31-2023 false BlueSky Wealth Advisors, LLC

2131 S. Glenburnie Road Suite 8 New Bern NC 28562

13F HOLDINGS REPORT 028-18007 000116760 801-78583 N David L Blain Managing Member 252-633-0107-111 /s/ David L Blain New Bern NC 05-09-2023 0 71 483593376 INFORMATION TABLE 2 infotable.xml 23ANDME HOLDING CO CLASS A COM 90138Q108 38131 16724 SH SOLE 0 0 16724 8X8 INC NEW COM 282914100 78346 18788 SH SOLE 0 0 18788 ALPHABET INC CAP STK CL A 02079K305 879527 8479 SH SOLE 0 0 8479 ALPHABET INC CAP STK CL C 02079K107 3401407 32706 SH SOLE 0 0 32706 AMAZON COM INC COM 023135106 314828 3048 SH SOLE 0 0 3048 APPLE INC COM 037833100 3565187 21620 SH SOLE 0 0 21620 BECTON DICKINSON & CO COM 075887109 285661 1154 SH SOLE 0 0 1154 CATERPILLAR INC COM 149123101 474156 2072 SH SOLE 0 0 2072 CHURCH & DWIGHT CO INC COM 171340102 1347368 15240 SH SOLE 0 0 15240 CINCINNATI FINL CORP COM 172062101 1621125 14464 SH SOLE 0 0 14464 CITY OFFICE REIT INC COM 178587101 82800 12000 SH SOLE 0 0 12000 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 25118108 1089250 SH SOLE 0 0 1089250 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 11319994 254382 SH SOLE 0 0 254382 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 4159559 163248 SH SOLE 0 0 163248 DOLBY LABORATORIES INC COM CL A 25659T107 518756 6073 SH SOLE 0 0 6073 EXXON MOBIL CORP COM 30231G102 258249 2355 SH SOLE 0 0 2355 GRAINGER W W INC COM 384802104 761135 1105 SH SOLE 0 0 1105 HOME DEPOT INC COM 437076102 231374 784 SH SOLE 0 0 784 INDEPENDENCE RLTY TR INC COM 45378A106 288540 18000 SH SOLE 0 0 18000 INTERNATIONAL BUSINESS MACHS COM 459200101 245892 1876 SH SOLE 0 0 1876 INTUIT COM 461202103 352206 790 SH SOLE 0 0 790 ISHARES INC CORE MSCI EMKT 46434G103 1899200 38926 SH SOLE 0 0 38926 ISHARES TR CORE S&P500 ETF 464287200 3611338 8785 SH SOLE 0 0 8785 ISHARES TR CORE MSCI EAFE 46432F842 1499780 22435 SH SOLE 0 0 22435 ISHARES TR RUS MD CP GR ETF 464287481 556042 6107 SH SOLE 0 0 6107 ISHARES TR U.S. REAL ES ETF 464287739 1425641 16792 SH SOLE 0 0 16792 ISHARES TR ISHS 1-5YR INVS 464288646 11583465 229194 SH SOLE 0 0 229194 ISHARES TR JPMORGAN USD EMG 464288281 4612492 53460 SH SOLE 0 0 53460 ISHARES TR RUS 1000 GRW ETF 464287614 406565 1664 SH SOLE 0 0 1664 ISHARES TR MSCI EAFE ETF 464287465 762804 10666 SH SOLE 0 0 10666 ISHARES TR CORE S&P SCP ETF 464287804 2061837 21322 SH SOLE 0 0 21322 ISHARES TR CORE US AGGBD ET 464287226 4496774 45130 SH SOLE 0 0 45130 ISHARES TR RUS MID CAP ETF 464287499 582853 8336 SH SOLE 0 0 8336 ISHARES TR TIPS BD ETF 464287176 9551729 86637 SH SOLE 0 0 86637 ISHARES TR IBOXX HI YD ETF 464288513 12094956 160092 SH SOLE 0 0 160092 JPMORGAN CHASE & CO COM 46625H100 383242 2941 SH SOLE 0 0 2941 LINDE PLC SHS G54950103 227482 640 SH SOLE 0 0 640 LOCKHEED MARTIN CORP COM 539830109 363057 768 SH SOLE 0 0 768 MICROSOFT CORP COM 594918104 696910 2417 SH SOLE 0 0 2417 NVIDIA CORPORATION COM 67066G104 1540235 5545 SH SOLE 0 0 5545 ORACLE CORP COM 68389X105 201300 2166 SH SOLE 0 0 2166 PIMCO MUN INCOME FD II COM 72200W106 144137 15350 SH SOLE 0 0 15350 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 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3293 SH SOLE 0 0 3293 UNITEDHEALTH GROUP INC COM 91324P102 239603 507 SH SOLE 0 0 507 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 11422239 154710 SH SOLE 0 0 154710 VANGUARD INDEX FDS SMALL CP ETF 922908751 6688435 35284 SH SOLE 0 0 35284 VANGUARD INDEX FDS VALUE ETF 922908744 579924 4199 SH SOLE 0 0 4199 VANGUARD INDEX FDS SM CP VAL ETF 922908611 1755251 11056 SH SOLE 0 0 11056 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3012536 36278 SH SOLE 0 0 36278 VANGUARD INDEX FDS LARGE CAP ETF 922908637 17454219 93433 SH SOLE 0 0 93433 VANGUARD INDEX FDS TOTAL STK MKT 922908769 980701 4805 SH SOLE 0 0 4805 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 6369703 157666 SH SOLE 0 0 157666 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 224039 4190 SH SOLE 0 0 4190 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 342898 5056 SH SOLE 0 0 5056 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 512285 8405 SH SOLE 0 0 8405 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 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