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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BlueSky Wealth Advisors, LLC

Quarter ended Q3 2025 · Filed October 14, 2025 · Accession 0001172661-25-004279

Total Value
$741.6M
Positions
80
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (80)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085242016,154,009$162.1M21.86%
2VANGUARD SCOTTSDALE FDS92206C409769,965$61.5M8.30%
3SCHWAB STRATEGIC TR8085248392,241,127$52.6M7.09%
4DIMENSIONAL ETF TRUST25434V8801,309,798$41.1M5.54%
5SCHWAB STRATEGIC TR8085247061,164,240$38.9M5.24%
6SCHWAB STRATEGIC TR8085248701,387,002$37.4M5.04%
7SCHWAB STRATEGIC TR8085248051,358,215$31.6M4.26%
8SCHWAB STRATEGIC TR808524607984,833$27.5M3.71%
9VANGUARD INDEX FDS92290863787,849$27.0M3.65%
10VANGUARD WHITEHALL FDS921946885377,876$25.3M3.41%
11SCHWAB STRATEGIC TR808524847990,848$21.4M2.88%
12DIMENSIONAL ETF TRUST25434V609293,456$17.1M2.30%
13ISHARES TR464288513205,612$16.7M2.25%
14NVIDIA CORPORATIONNVDA82,427$15.4M2.07%
15SCHWAB STRATEGIC TR808524755329,981$14.2M1.91%
16VANGUARD BD INDEX FDS921937835169,523$12.6M1.70%
17ISHARES TR464287176103,524$11.5M1.55%
18ISHARES TR464288646215,179$11.4M1.54%
19VANGUARD INDEX FDS92290875139,805$10.1M1.36%
20VANGUARD INTL EQUITY INDEX F922042858183,960$10.0M1.34%
21ISHARES TR46428722673,524$7.4M0.99%
22VANGUARD TAX-MANAGED FDS921943858119,378$7.2M0.96%
23ALPHABET INCGOOG29,362$7.2M0.96%
24DIMENSIONAL ETF TRUST25434V708163,179$6.3M0.85%
25AMAZON COM INCAMZN26,416$5.8M0.78%
26VANGUARD INDEX FDS92290855361,060$5.6M0.75%
27SPDR S&P 500 ETF TRSPY7,476$5.0M0.67%
28ISHARES TR46428828149,649$4.7M0.64%
29VANGUARD INDEX FDS92290861117,875$3.7M0.50%
30ISHARES TR4642872005,152$3.4M0.46%
31SPDR SERIES TRUST78468R62229,159$2.9M0.39%
32APPLE INCAAPL10,610$2.7M0.36%
33CINCINNATI FINL CORP17206210114,464$2.3M0.31%
34VANGUARD INDEX FDS9229087696,229$2.0M0.28%
35ALPHABET INCGOOG8,135$2.0M0.27%
36ISHARES INC46434G10328,981$1.9M0.26%
37ISHARES TR46428780415,261$1.8M0.24%
38BERKSHIRE HATHAWAY INC DELBRK-A2,778$1.4M0.19%
39ISHARES TR46432F84215,653$1.4M0.18%
40META PLATFORMS INCMETA1,803$1.3M0.18%
41MICROSOFT CORPMSFT2,128$1.1M0.15%
42JPMORGAN CHASE & CO.VYLD3,416$1.1M0.15%
43ISHARES TR46428773910,609$1.0M0.14%
44CHURCH & DWIGHT CO INCCHD11,740$1.0M0.14%
45ORACLE CORPORCL-PD3,529$992,4960.13%
46CATERPILLAR INCCAT1,822$869,3670.12%
47INTERNATIONAL BUSINESS MACHSINTR2,863$807,8240.11%
48VANGUARD INDEX FDS9229087444,326$806,7310.11%
49SPDR GOLD TRGLD2,148$763,5500.10%
50GRAINGER W W INC384802104760$724,2500.10%
51ISHARES TR4642874997,481$722,2910.10%
52VANGUARD INTL EQUITY INDEX F9220428748,405$670,7190.09%
53ISHARES TR4642876141,253$586,9180.08%
54EXXON MOBIL CORPXOM5,103$575,3630.08%
55INVESCO QQQ TRIVZ892$535,7590.07%
56INTUITINTU766$523,1090.07%
57ISHARES TR4642874813,584$510,3970.07%
58NATERA INCNTRA2,812$452,6480.06%
59VANGUARD INTL EQUITY INDEX F9220428665,056$444,1190.06%
60IES HLDGS INCIESC1,100$437,4150.06%
61TESLA INCTSLA949$422,0390.06%
62SPDR S&P MIDCAP 400 ETF TRMDY618$368,3470.05%
63UNITED PARCEL SERVICE INCUPS4,363$364,4410.05%
64WALMART INCWMT3,456$356,1750.05%
65VANGUARD WORLD FD92204A702476$355,3960.05%
66SELECT SECTOR SPDR TR81369Y2092,394$333,1730.04%
67GE AEROSPACE3696043011,023$307,7390.04%
68SPDR SERIES TRUST78464A862954$304,4680.04%
69VANGUARD INDEX FDS922908363491$300,8550.04%
70VANGUARD INTL EQUITY INDEX F9220427754,190$299,0400.04%
71DOLBY LABORATORIES INCDLB3,974$287,5980.04%
72SELECT SECTOR SPDR TR81369Y6055,139$276,8380.04%
73QUALCOMM INCQCOM1,621$269,6700.04%
74HOME DEPOT INCHD659$267,0200.04%
75SYNOPSYS INCSNPS519$256,0690.03%
76VISA INCV690$235,5520.03%
77SELECT SECTOR SPDR TR81369Y803780$219,8510.03%
78MCDONALDS CORPMCD717$217,8890.03%
79MASTERCARD INCORPORATEDMA380$216,1480.03%
808X8 INC NEW28291410018,788$39,8310.01%