0001606587-17-000232.txt : 20170418
0001606587-17-000232.hdr.sgml : 20170418
20170418171922
ACCESSION NUMBER: 0001606587-17-000232
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
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: 17767618
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
03-31-2017
03-31-2017
false
BlueSky Wealth Advisors, LLC
2131 S. Glenburnie Road
Suite 8
New Bern
NC
28562
13F HOLDINGS REPORT
028-18007
N
David L. Blain
Managing Member
252-633-0107 x111
David L. Blain
New Bern
NC
04-18-2017
0
51
209412
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ISHARES TR
CORE S&P SCP ETF
464287804
4483
64825
SH
SOLE
NONE
0
0
64825
ISHARES TR
SP SMCP600VL ETF
464287879
511
3682
SH
SOLE
NONE
0
0
3682
ISHARES TR
S&P 500 VAL ETF
464287408
892
8574
SH
SOLE
NONE
0
0
8574
ISHARES TR
CORE S&P500 ETF
464287200
5651
23818
SH
SOLE
NONE
0
0
23818
ISHARES TR
U.S. REAL ES ETF
464287739
3153
40165
SH
SOLE
NONE
0
0
40165
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
301
962
SH
SOLE
NONE
0
0
962
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2554
10835
SH
SOLE
NONE
0
0
10835
ISHARES TR
MSCI EAFE ETF
464287465
353
5672
SH
SOLE
NONE
0
0
5672
SPDR SERIES TRUST
S&P 600 SMCP VAL
78464A300
935
7920
SH
SOLE
NONE
0
0
7920
GILEAD SCIENCES INC
COM
375558103
232
3416
SH
SOLE
NONE
0
0
3416
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1385
11413
SH
SOLE
NONE
0
0
11413
APPLE INC
COM
037833100
1620
11279
SH
SOLE
NONE
0
0
11279
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
2029
51095
SH
SOLE
NONE
0
0
51095
ISHARES TR
CORE US AGGBD ET
464287226
11957
110216
SH
SOLE
NONE
0
0
110216
ISHARES TR
TIPS BD ETF
464287176
3810
33233
SH
SOLE
NONE
0
0
33233
ALPHABET INC
CAP STK CL A
02079K305
370
436
SH
SOLE
NONE
0
0
436
VANGUARD INDEX FDS
REIT ETF
922908553
729
8827
SH
SOLE
NONE
0
0
8827
VANGUARD INDEX FDS
SMALL CP ETF
922908751
920
6906
SH
SOLE
NONE
0
0
6906
8X8 INC NEW
COM
282914100
332
21760
SH
SOLE
NONE
0
0
21760
DOLBY LABORATORIES INC
COM
25659T107
574
10956
SH
SOLE
NONE
0
0
10956
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
1189
11001
SH
SOLE
NONE
0
0
11001
SPDR INDEX SHS FDS
DJ INTL RL ETF
78463X863
4838
129347
SH
SOLE
NONE
0
0
129347
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
287
5995
SH
SOLE
NONE
0
0
5995
ISHARES TR
1-3 YR CR BD ETF
464288646
845
8030
SH
SOLE
NONE
0
0
8030
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
349
4300
SH
SOLE
NONE
0
0
4300
ISHARES TR
INTL SEL DIV ETF
464288448
434
13808
SH
SOLE
NONE
0
0
13808
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
670
17047
SH
SOLE
NONE
0
0
17047
VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
12441
121198
SH
SOLE
NONE
0
0
121198
POWERSHARES ETF TR II
SOVEREIGN DEBT
73936T573
7349
252900
SH
SOLE
NONE
0
0
252900
ISHARES TR
JP MOR EM MK ETF
464288281
5784
50869
SH
SOLE
NONE
0
0
50869
ISHARES TR
INTL DEV RE ETF
464288489
453
16504
SH
SOLE
NONE
0
0
16504
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
586
10265
SH
SOLE
NONE
0
0
10265
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
6197
207464
SH
SOLE
NONE
0
0
207464
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
13432
238700
SH
SOLE
NONE
0
0
238700
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
36541
458249
SH
SOLE
NONE
0
0
458249
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
7960
126396
SH
SOLE
NONE
0
0
126396
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
1236
24875
SH
SOLE
NONE
0
0
24875
SCHWAB STRATEGIC TR
INTL SCEQT ETF
808524888
324
10333
SH
SOLE
NONE
0
0
10333
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
7691
320869
SH
SOLE
NONE
0
0
320869
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
4722
85028
SH
SOLE
NONE
0
0
85028
SCHWAB STRATEGIC TR
US REIT ETF
808524847
5194
127358
SH
SOLE
NONE
0
0
127358
POWERSHARES ETF TRUST II
SENIOR LN PORT
73936Q769
19037
818434
SH
SOLE
NONE
0
0
818434
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
11277
217746
SH
SOLE
NONE
0
0
217746
SPLUNK INC
COM
848637104
656
10530
SH
SOLE
NONE
0
0
10530
ISHARES INC
CORE MSCI EMKT
46434G103
4408
92239
SH
SOLE
NONE
0
0
92239
ISHARES TR
CORE MSCI EAFE
46432F842
2989
51571
SH
SOLE
NONE
0
0
51571
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
7688
142035
SH
SOLE
NONE
0
0
142035
GIGAMON INC
COM
37518B102
328
9227
SH
SOLE
NONE
0
0
9227
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
989
36905
SH
SOLE
NONE
0
0
36905
ALPHABET INC
CAP STK CL C
02079K107
344
415
SH
SOLE
NONE
0
0
415
ISHARES TR
CORE TL USD BD
46434V613
383
7590
SH
SOLE
NONE
0
0
7590