0001606587-18-000722.txt : 20181011 0001606587-18-000722.hdr.sgml : 20181011 20181011093519 ACCESSION NUMBER: 0001606587-18-000722 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181011 DATE AS OF CHANGE: 20181011 EFFECTIVENESS DATE: 20181011 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: 181117437 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 09-30-2018 09-30-2018 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 10-10-2018 0 53 263839 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P500 ETF 464287200 5870 20271 SH SOLE NONE 0 0 20271 ISHARES TR U.S. REAL ES ETF 464287739 3127 39582 SH SOLE NONE 0 0 39582 DOLBY LABORATORIES INC COM 25659T107 645 9355 SH SOLE NONE 0 0 9355 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 566 7127 SH SOLE NONE 0 0 7127 SPLUNK INC COM 848637104 619 5951 SH SOLE NONE 0 0 5951 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 1298 19667 SH SOLE NONE 0 0 19667 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 296 5902 SH SOLE NONE 0 0 5902 APPLIED MATLS INC COM 038222105 286 8024 SH SOLE NONE 0 0 8024 ISHARES TR INTL DEV RE ETF 464288489 436 15639 SH SOLE NONE 0 0 15639 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 9741 179856 SH SOLE NONE 0 0 179856 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 23765 346283 SH SOLE NONE 0 0 346283 ISHARES TR SH TR CRPORT ETF 464288646 1003 19450 SH SOLE NONE 0 0 19450 SPDR S&P 500 ETF TR TR UNIT 78462F103 2452 8533 SH SOLE NONE 0 0 8533 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 9666 392959 SH SOLE NONE 0 0 392959 GILEAD SCIENCES INC COM 375558103 250 3267 SH SOLE NONE 0 0 3267 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 342 962 SH SOLE NONE 0 0 962 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8857 272530 SH SOLE NONE 0 0 272530 APPLE INC COM 037833100 1770 7803 SH SOLE NONE 0 0 7803 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 12901 176737 SH SOLE NONE 0 0 176737 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 386 11264 SH SOLE NONE 0 0 11264 ISHARES TR S&P 500 VAL ETF 464287408 1065 9148 SH SOLE NONE 0 0 9148 ISHARES TR SP SMCP600VL ETF 464287879 475 2939 SH SOLE NONE 0 0 2939 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 2214 39430 SH SOLE NONE 0 0 39430 ISHARES TR CORE US AGGBD ET 464287226 12025 115138 SH SOLE NONE 0 0 115138 ALPHABET INC CAP STK CL C 02079K107 391 344 SH SOLE NONE 0 0 344 WORKDAY INC CL A 98138H101 257 1955 SH SOLE NONE 0 0 1955 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 9275 349353 SH SOLE NONE 0 0 349353 ISHARES TR JPMORGAN USD EMG 464288281 6354 60037 SH SOLE NONE 0 0 60037 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1342 10181 SH SOLE NONE 0 0 10181 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 906 21643 SH SOLE NONE 0 0 21643 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2401 61266 SH SOLE NONE 0 0 61266 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1095 37457 SH SOLE NONE 0 0 37457 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 18091 363650 SH SOLE NONE 0 0 363650 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 43077 553767 SH SOLE NONE 0 0 553767 ISHARES TR RUSSELL 2000 ETF 464287655 234 1456 SH SOLE NONE 0 0 1456 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 14316 133608 SH SOLE NONE 0 0 133608 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 422 6094 SH SOLE NONE 0 0 6094 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 23231 1003083 SH SOLE NONE 0 0 1003083 VANGUARD INDEX FDS SMALL CP ETF 922908751 1026 6577 SH SOLE NONE 0 0 6577 ISHARES TR INTL SEL DIV ETF 464288448 480 15115 SH SOLE NONE 0 0 15115 AT&T INC COM 00206R102 271 8118 SH SOLE NONE 0 0 8118 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1534 10423 SH SOLE NONE 0 0 10423 ISHARES INC CORE MSCI EMKT 46434G103 3848 78181 SH SOLE NONE 0 0 78181 ISHARES TR CORE TOTAL USD 46434V613 1332 27404 SH SOLE NONE 0 0 27404 8X8 INC NEW COM 282914100 411 21760 SH SOLE NONE 0 0 21760 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 6104 163758 SH SOLE NONE 0 0 163758 ALPHABET INC CAP STK CL A 02079K305 397 347 SH SOLE NONE 0 0 347 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 272 3504 SH SOLE NONE 0 0 3504 SCHWAB STRATEGIC TR US TIPS ETF 808524870 7068 132427 SH SOLE NONE 0 0 132427 ISHARES TR CORE S&P SCP ETF 464287804 4563 54661 SH SOLE NONE 0 0 54661 ISHARES TR CORE MSCI EAFE 46432F842 2764 44566 SH SOLE NONE 0 0 44566 SCHWAB STRATEGIC TR US REIT ETF 808524847 8323 202235 SH SOLE NONE 0 0 202235 ISHARES TR TIPS BD ETF 464287176 3999 36512 SH SOLE NONE 0 0 36512