0001606587-19-000118.txt : 20190201 0001606587-19-000118.hdr.sgml : 20190201 20190201092813 ACCESSION NUMBER: 0001606587-19-000118 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190201 DATE AS OF CHANGE: 20190201 EFFECTIVENESS DATE: 20190201 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: 19557982 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 12-31-2018 12-31-2018 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 01-24-2019 0 59 255840 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P SCP ETF 464287804 4033 54126 SH SOLE NONE 0 0 54126 ISHARES TR SP SMCP600VL ETF 464287879 527 3675 SH SOLE NONE 0 0 3675 ISHARES TR S&P 500 VAL ETF 464287408 1097 10263 SH SOLE NONE 0 0 10263 ISHARES TR CORE S&P500 ETF 464287200 5181 19561 SH SOLE NONE 0 0 19561 ISHARES TR U.S. REAL ES ETF 464287739 3010 37890 SH SOLE NONE 0 0 37890 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 313 963 SH SOLE NONE 0 0 963 SPDR S&P 500 ETF TR TR UNIT 78462F103 2117 8039 SH SOLE NONE 0 0 8039 AT&T INC COM 00206R102 306 9918 SH SOLE NONE 0 0 9918 BB&T CORP COM 054937107 445 9000 SH SOLE NONE 0 0 9000 CISCO SYS INC COM 17275R102 266 5847 SH SOLE NONE 0 0 5847 INTERNATIONAL BUSINESS MACHS COM 459200101 235 1767 SH SOLE NONE 0 0 1767 COCA COLA CO COM 191216100 309 6400 SH SOLE NONE 0 0 6400 VERIZON COMMUNICATIONS INC COM 92343V104 214 3712 SH SOLE NONE 0 0 3712 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 2550 43578 SH SOLE NONE 0 0 43578 GILEAD SCIENCES INC COM 375558103 223 3267 SH SOLE NONE 0 0 3267 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1406 10423 SH SOLE NONE 0 0 10423 APPLE INC COM 037833100 1185 7701 SH SOLE NONE 0 0 7701 CATERPILLAR INC DEL COM 149123101 237 1800 SH SOLE NONE 0 0 1800 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2898 71991 SH SOLE NONE 0 0 71991 ISHARES TR CORE US AGGBD ET 464287226 13253 124381 SH SOLE NONE 0 0 124381 ISHARES TR TIPS BD ETF 464287176 4457 40632 SH SOLE NONE 0 0 40632 ALPHABET INC CAP STK CL A 02079K305 381 351 SH SOLE NONE 0 0 351 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 567 7164 SH SOLE NONE 0 0 7164 VANGUARD INDEX FDS SMALL CP ETF 922908751 2497 17498 SH SOLE NONE 0 0 17498 8X8 INC NEW COM 282914100 376 18788 SH SOLE NONE 0 0 18788 DOLBY LABORATORIES INC COM 25659T107 586 9305 SH SOLE NONE 0 0 9305 VANGUARD INDEX FDS LARGE CAP ETF 922908637 3912 32325 SH SOLE NONE 0 0 32325 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 5616 149987 SH SOLE NONE 0 0 149987 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 235 4927 SH SOLE NONE 0 0 4927 ISHARES TR SH TR CRPORT ETF 464288646 961 18486 SH SOLE NONE 0 0 18486 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 342 4315 SH SOLE NONE 0 0 4315 ISHARES TR INTL SEL DIV ETF 464288448 556 18408 SH SOLE NONE 0 0 18408 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1650 42349 SH SOLE NONE 0 0 42349 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 12323 124483 SH SOLE NONE 0 0 124483 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 8365 308668 SH SOLE NONE 0 0 308668 ISHARES TR JPMORGAN USD EMG 464288281 6909 64406 SH SOLE NONE 0 0 64406 ISHARES TR INTL DEV RE ETF 464288489 710 24816 SH SOLE NONE 0 0 24816 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 393 6206 SH SOLE NONE 0 0 6206 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 7268 244469 SH SOLE NONE 0 0 244469 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 18491 293926 SH SOLE NONE 0 0 293926 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 40987 522331 SH SOLE NONE 0 0 522331 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 9818 149272 SH SOLE NONE 0 0 149272 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3896 75138 SH SOLE NONE 0 0 75138 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1188 38696 SH SOLE NONE 0 0 38696 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 8803 354369 SH SOLE NONE 0 0 354369 SCHWAB STRATEGIC TR US TIPS ETF 808524870 6170 115592 SH SOLE NONE 0 0 115592 SCHWAB STRATEGIC TR US REIT ETF 808524847 8029 196684 SH SOLE NONE 0 0 196684 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 21186 944124 SH SOLE NONE 0 0 944124 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 15980 315059 SH SOLE NONE 0 0 315059 INVESCO EXCH TRD SLF IDX FD BULSHS 2019 CB 46138J304 1093 51845 SH SOLE NONE 0 0 51845 SPLUNK INC COM 848637104 711 5951 SH SOLE NONE 0 0 5951 ISHARES INC CORE MSCI EMKT 46434G103 3838 77385 SH SOLE NONE 0 0 77385 ISHARES TR CORE MSCI EAFE 46432F842 2793 48543 SH SOLE NONE 0 0 48543 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 703 15348 SH SOLE NONE 0 0 15348 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 9402 172489 SH SOLE NONE 0 0 172489 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1842 69603 SH SOLE NONE 0 0 69603 ALPHABET INC CAP STK CL C 02079K107 340 316 SH SOLE NONE 0 0 316 ISHARES TR CORE TOTAL USD 46434V613 2558 51719 SH SOLE NONE 0 0 51719 SNAP INC CL A 83304A106 103 17152 SH SOLE NONE 0 0 17152