0001606587-17-000230.txt : 20170418 0001606587-17-000230.hdr.sgml : 20170418 20170418171340 ACCESSION NUMBER: 0001606587-17-000230 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170418 DATE AS OF CHANGE: 20170418 EFFECTIVENESS DATE: 20170418 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: 17767574 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 12-31-2016 12-31-2016 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 04-18-2017 0 51 203783 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P SCP ETF 464287804 4931 35855 SH SOLE NONE 0 0 35855 ISHARES TR SP SMCP600VL ETF 464287879 535 3818 SH SOLE NONE 0 0 3818 ISHARES TR S&P 500 VAL ETF 464287408 972 9585 SH SOLE NONE 0 0 9585 ISHARES TR CORE S&P500 ETF 464287200 5895 26203 SH SOLE NONE 0 0 26203 ISHARES TR U.S. REAL ES ETF 464287739 3248 42221 SH SOLE NONE 0 0 42221 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 302 1000 SH SOLE NONE 0 0 1000 SPDR S&P 500 ETF TR TR UNIT 78462F103 2617 11708 SH SOLE NONE 0 0 11708 ISHARES TR MSCI EAFE ETF 464287465 327 5672 SH SOLE NONE 0 0 5672 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 1012 8506 SH SOLE NONE 0 0 8506 GILEAD SCIENCES INC COM 375558103 350 4887 SH SOLE NONE 0 0 4887 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1316 11413 SH SOLE NONE 0 0 11413 APPLE INC COM 037833100 1712 14779 SH SOLE NONE 0 0 14779 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1945 54366 SH SOLE NONE 0 0 54366 ISHARES TR CORE US AGGBD ET 464287226 12877 119168 SH SOLE NONE 0 0 119168 ISHARES TR TIPS BD ETF 464287176 4031 35622 SH SOLE NONE 0 0 35622 ALPHABET INC CAP STK CL A 02079K305 346 436 SH SOLE NONE 0 0 436 VANGUARD INDEX FDS REIT ETF 922908553 725 8780 SH SOLE NONE 0 0 8780 VANGUARD INDEX FDS SMALL CP ETF 922908751 924 7168 SH SOLE NONE 0 0 7168 8X8 INC NEW COM 282914100 311 21760 SH SOLE NONE 0 0 21760 DOLBY LABORATORIES INC COM 25659T107 540 11956 SH SOLE NONE 0 0 11956 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1143 11167 SH SOLE NONE 0 0 11167 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 4338 120228 SH SOLE NONE 0 0 120228 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 318 7189 SH SOLE NONE 0 0 7189 ISHARES TR 1-3 YR CR BD ETF 464288646 1138 10840 SH SOLE NONE 0 0 10840 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 352 4355 SH SOLE NONE 0 0 4355 ISHARES TR INTL SEL DIV ETF 464288448 422 14277 SH SOLE NONE 0 0 14277 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 649 17752 SH SOLE NONE 0 0 17752 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 10722 114033 SH SOLE NONE 0 0 114033 POWERSHARES ETF TR II SOVEREIGN DEBT 73936T573 5745 203307 SH SOLE NONE 0 0 203307 ISHARES TR JP MOR EM MK ETF 464288281 6305 57202 SH SOLE NONE 0 0 57202 ISHARES TR INTL DEV RE ETF 464288489 488 18553 SH SOLE NONE 0 0 18553 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 568 10482 SH SOLE NONE 0 0 10482 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 6454 233152 SH SOLE NONE 0 0 233152 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 12478 234290 SH SOLE NONE 0 0 234290 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 36093 454738 SH SOLE NONE 0 0 454738 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 7656 124531 SH SOLE NONE 0 0 124531 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 1219 25345 SH SOLE NONE 0 0 25345 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 331 11374 SH SOLE NONE 0 0 11374 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 7065 327694 SH SOLE NONE 0 0 327694 SCHWAB STRATEGIC TR US TIPS ETF 808524870 4162 75889 SH SOLE NONE 0 0 75889 SCHWAB STRATEGIC TR US REIT ETF 808524847 4539 110606 SH SOLE NONE 0 0 110606 POWERSHARES ETF TRUST II SENIOR LN PORT 73936Q769 18483 791237 SH SOLE NONE 0 0 791237 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 10182 197707 SH SOLE NONE 0 0 197707 SPLUNK INC COM 848637104 767 15004 SH SOLE NONE 0 0 15004 ISHARES INC CORE MSCI EMKT 46434G103 4308 101481 SH SOLE NONE 0 0 101481 ISHARES TR CORE MSCI EAFE 46432F842 3002 55982 SH SOLE NONE 0 0 55982 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 7575 139524 SH SOLE NONE 0 0 139524 GIGAMON INC COM 37518B102 532 11679 SH SOLE NONE 0 0 11679 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1045 41640 SH SOLE NONE 0 0 41640 ALPHABET INC CAP STK CL C 02079K107 320 415 SH SOLE NONE 0 0 415 ISHARES TR CORE TL USD BD 46434V613 468 9311 SH SOLE NONE 0 0 9311