0001606587-20-000267.txt : 20200212 0001606587-20-000267.hdr.sgml : 20200212 20200211173113 ACCESSION NUMBER: 0001606587-20-000267 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200212 DATE AS OF CHANGE: 20200211 EFFECTIVENESS DATE: 20200212 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: 20598274 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 12-31-2019 12-31-2019 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 01-10-2020 0 61 305950 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P SCP ETF 464287804 4146 49674 SH SOLE NONE 0 0 49674 ISHARES TR SP SMCP600VL ETF 464287879 581 3657 SH SOLE NONE 0 0 3657 ISHARES TR S&P 500 VAL ETF 464287408 1287 9876 SH SOLE NONE 0 0 9876 ISHARES TR CORE S&P500 ETF 464287200 5828 17766 SH SOLE NONE 0 0 17766 ISHARES TR RUS 1000 GRW ETF 464287614 457 2526 SH SOLE NONE 0 0 2526 ISHARES TR RUSSELL 2000 ETF 464287655 314 1898 SH SOLE NONE 0 0 1898 ISHARES TR U.S. REAL ES ETF 464287739 3134 34016 SH SOLE NONE 0 0 34016 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 374 999 SH SOLE NONE 0 0 999 SPDR S&P 500 ETF TR TR UNIT 78462F103 2195 6720 SH SOLE NONE 0 0 6720 AMAZON COM INC COM 023135106 234 123 SH SOLE NONE 0 0 123 ISHARES TR MSCI EAFE ETF 464287465 208 2980 SH SOLE NONE 0 0 2980 CISCO SYS INC COM 17275R102 258 5445 SH SOLE NONE 0 0 5445 INTERNATIONAL BUSINESS MACHS COM 459200101 243 1776 SH SOLE NONE 0 0 1776 COCA COLA CO COM 191216100 277 4997 SH SOLE NONE 0 0 4997 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 4369 67347 SH SOLE NONE 0 0 67347 ISHARES TR RUS MID CAP ETF 464287499 904 15048 SH SOLE NONE 0 0 15048 ISHARES TR RUS MD CP GR ETF 464287481 938 6008 SH SOLE NONE 0 0 6008 VANGUARD INDEX FDS TOTAL STK MKT 922908769 512 3085 SH SOLE NONE 0 0 3085 APPLE INC COM 037833100 983 3174 SH SOLE NONE 0 0 3174 CATERPILLAR INC DEL COM 149123101 265 1800 SH SOLE NONE 0 0 1800 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2694 59804 SH SOLE NONE 0 0 59804 ISHARES TR CORE US AGGBD ET 464287226 13095 116103 SH SOLE NONE 0 0 116103 ISHARES TR TIPS BD ETF 464287176 3978 34025 SH SOLE NONE 0 0 34025 CHURCH & DWIGHT INC COM 171340102 1215 17420 SH SOLE NONE 0 0 17420 ALPHABET INC CAP STK CL A 02079K305 515 363 SH SOLE NONE 0 0 363 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 715 7810 SH SOLE NONE 0 0 7810 VANGUARD INDEX FDS SMALL CP ETF 922908751 2761 16625 SH SOLE NONE 0 0 16625 8X8 INC NEW COM 282914100 360 18788 SH SOLE NONE 0 0 18788 DOLBY LABORATORIES INC COM CL A 25659T107 642 9250 SH SOLE NONE 0 0 9250 VANGUARD INDEX FDS LARGE CAP ETF 922908637 3170 21110 SH SOLE NONE 0 0 21110 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 6368 165710 SH SOLE NONE 0 0 165710 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 267 4927 SH SOLE NONE 0 0 4927 ISHARES TR SH TR CRPORT ETF 464288646 987 18378 SH SOLE NONE 0 0 18378 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 274 3263 SH SOLE NONE 0 0 3263 ISHARES TR INTL SEL DIV ETF 464288448 598 17756 SH SOLE NONE 0 0 17756 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1677 37952 SH SOLE NONE 0 0 37952 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 14880 134236 SH SOLE NONE 0 0 134236 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 10465 353797 SH SOLE NONE 0 0 353797 ISHARES TR JPMORGAN USD EMG 464288281 7074 61737 SH SOLE NONE 0 0 61737 ISHARES TR INTL DEV RE ETF 464288489 586 19588 SH SOLE NONE 0 0 19588 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 355 4554 SH SOLE NONE 0 0 4554 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 9682 286861 SH SOLE NONE 0 0 286861 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 24400 312866 SH SOLE NONE 0 0 312866 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 50113 617843 SH SOLE NONE 0 0 617843 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 13337 176390 SH SOLE NONE 0 0 176390 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 4757 78958 SH SOLE NONE 0 0 78958 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1326 38433 SH SOLE NONE 0 0 38433 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 11294 406977 SH SOLE NONE 0 0 406977 SCHWAB STRATEGIC TR US TIPS ETF 808524870 7718 135885 SH SOLE NONE 0 0 135885 SCHWAB STRATEGIC TR US REIT ETF 808524847 8503 187956 SH SOLE NONE 0 0 187956 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 24941 1089117 SH SOLE NONE 0 0 1089117 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 24353 454518 SH SOLE NONE 0 0 454518 SPLUNK INC COM 848637104 896 5797 SH SOLE NONE 0 0 5797 ISHARES INC CORE MSCI EMKT 46434G103 3638 66972 SH SOLE NONE 0 0 66972 ISHARES TR CORE MSCI EAFE 46432F842 2943 44915 SH SOLE NONE 0 0 44915 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 264 5632 SH SOLE NONE 0 0 5632 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 10217 180169 SH SOLE NONE 0 0 180169 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 3453 119373 SH SOLE NONE 0 0 119373 ALPHABET INC CAP STK CL C 02079K107 640 451 SH SOLE NONE 0 0 451 ISHARES TR CORE TOTAL USD 46434V613 2113 40411 SH SOLE NONE 0 0 40411 SNAP INC CL A 83304A106 1179 67902 SH SOLE NONE 0 0 67902