0001606587-19-000509.txt : 20190508 0001606587-19-000509.hdr.sgml : 20190508 20190508133326 ACCESSION NUMBER: 0001606587-19-000509 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190508 DATE AS OF CHANGE: 20190508 EFFECTIVENESS DATE: 20190508 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: 19806049 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 03-31-2019 03-31-2019 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 04-12-2019 0 57 276728 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P SCP ETF 464287804 4273 54566 SH SOLE NONE 0 0 54566 ISHARES TR SP SMCP600VL ETF 464287879 572 3811 SH SOLE NONE 0 0 3811 ISHARES TR S&P 500 VAL ETF 464287408 1203 10461 SH SOLE NONE 0 0 10461 ISHARES TR CORE S&P500 ETF 464287200 5708 19734 SH SOLE NONE 0 0 19734 ISHARES TR RUSSELL 2000 ETF 464287655 210 1352 SH SOLE NONE 0 0 1352 ISHARES TR U.S. REAL ES ETF 464287739 3293 37850 SH SOLE NONE 0 0 37850 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 339 966 SH SOLE NONE 0 0 966 SPDR S&P 500 ETF TR TR UNIT 78462F103 2386 8305 SH SOLE NONE 0 0 8305 AMAZON COM INC COM 023135106 207 113 SH SOLE NONE 0 0 113 BB&T CORP COM 054937107 431 9000 SH SOLE NONE 0 0 9000 CISCO SYS INC COM 17275R102 334 6047 SH SOLE NONE 0 0 6047 INTERNATIONAL BUSINESS MACHS COM 459200101 263 1849 SH SOLE NONE 0 0 1849 COCA COLA CO COM 191216100 299 6400 SH SOLE NONE 0 0 6400 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 2527 41194 SH SOLE NONE 0 0 41194 VANGUARD INDEX FDS TOTAL STK MKT 922908769 454 3085 SH SOLE NONE 0 0 3085 APPLE INC COM 037833100 1378 6906 SH SOLE NONE 0 0 6906 CATERPILLAR INC DEL COM 149123101 245 1800 SH SOLE NONE 0 0 1800 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3017 68948 SH SOLE NONE 0 0 68948 ISHARES TR CORE US AGGBD ET 464287226 13981 128973 SH SOLE NONE 0 0 128973 ISHARES TR TIPS BD ETF 464287176 4574 40615 SH SOLE NONE 0 0 40615 ALPHABET INC CAP STK CL A 02079K305 432 359 SH SOLE NONE 0 0 359 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 613 7055 SH SOLE NONE 0 0 7055 VANGUARD INDEX FDS SMALL CP ETF 922908751 2701 17422 SH SOLE NONE 0 0 17422 8X8 INC NEW COM 282914100 387 18788 SH SOLE NONE 0 0 18788 DOLBY LABORATORIES INC COM CL A 25659T107 593 9305 SH SOLE NONE 0 0 9305 VANGUARD INDEX FDS LARGE CAP ETF 922908637 4198 31839 SH SOLE NONE 0 0 31839 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 5951 153621 SH SOLE NONE 0 0 153621 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 266 5194 SH SOLE NONE 0 0 5194 ISHARES TR SH TR CRPORT ETF 464288646 972 18464 SH SOLE NONE 0 0 18464 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 301 3726 SH SOLE NONE 0 0 3726 ISHARES TR INTL SEL DIV ETF 464288448 583 18619 SH SOLE NONE 0 0 18619 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1631 39271 SH SOLE NONE 0 0 39271 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 13715 129378 SH SOLE NONE 0 0 129378 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 9307 331693 SH SOLE NONE 0 0 331693 ISHARES TR JPMORGAN USD EMG 464288281 7009 63920 SH SOLE NONE 0 0 63920 ISHARES TR INTL DEV RE ETF 464288489 737 24651 SH SOLE NONE 0 0 24651 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 415 6007 SH SOLE NONE 0 0 6007 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8354 262620 SH SOLE NONE 0 0 262620 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 20441 297407 SH SOLE NONE 0 0 297407 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 44578 561011 SH SOLE NONE 0 0 561011 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 11389 160495 SH SOLE NONE 0 0 160495 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 4178 75400 SH SOLE NONE 0 0 75400 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1047 31888 SH SOLE NONE 0 0 31888 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 9908 369699 SH SOLE NONE 0 0 369699 SCHWAB STRATEGIC TR US TIPS ETF 808524870 6578 120020 SH SOLE NONE 0 0 120020 SCHWAB STRATEGIC TR US REIT ETF 808524847 8663 195328 SH SOLE NONE 0 0 195328 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 23049 1008722 SH SOLE NONE 0 0 1008722 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 18770 363906 SH SOLE NONE 0 0 363906 INVESCO EXCH TRD SLF IDX FD BULSHS 2019 CB 46138J304 1113 52777 SH SOLE NONE 0 0 52777 SPLUNK INC COM 848637104 752 5797 SH SOLE NONE 0 0 5797 ISHARES INC CORE MSCI EMKT 46434G103 4110 77113 SH SOLE NONE 0 0 77113 ISHARES TR CORE MSCI EAFE 46432F842 2935 47555 SH SOLE NONE 0 0 47555 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 681 14696 SH SOLE NONE 0 0 14696 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 9934 178452 SH SOLE NONE 0 0 178452 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1948 69418 SH SOLE NONE 0 0 69418 ALPHABET INC CAP STK CL C 02079K107 548 458 SH SOLE NONE 0 0 458 ISHARES TR CORE TOTAL USD 46434V613 2247 44604 SH SOLE NONE 0 0 44604