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