0001606587-20-000404.txt : 20200421 0001606587-20-000404.hdr.sgml : 20200421 20200421135526 ACCESSION NUMBER: 0001606587-20-000404 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200421 DATE AS OF CHANGE: 20200421 EFFECTIVENESS DATE: 20200421 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: 20804810 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 03-31-2020 03-31-2020 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 04-17-2020 0 51 271348 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P SCP ETF 464287804 2549 45429 SH SOLE NONE 0 0 45429 ISHARES TR CORE S&P500 ETF 464287200 4266 16511 SH SOLE NONE 0 0 16511 ISHARES TR RUS 1000 GRW ETF 464287614 339 2248 SH SOLE NONE 0 0 2248 ISHARES TR U.S. REAL ES ETF 464287739 2412 34677 SH SOLE NONE 0 0 34677 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 253 962 SH SOLE NONE 0 0 962 SPDR S&P 500 ETF TR TR UNIT 78462F103 1812 7031 SH SOLE NONE 0 0 7031 AMAZON COM INC COM 023135106 234 120 SH SOLE NONE 0 0 120 CISCO SYS INC COM 17275R102 210 5330 SH SOLE NONE 0 0 5330 COCA COLA CO COM 191216100 210 4747 SH SOLE NONE 0 0 4747 ISHARES TR RUS MID CAP ETF 464287499 645 14931 SH SOLE NONE 0 0 14931 ISHARES TR RUS MD CP GR ETF 464287481 665 5472 SH SOLE NONE 0 0 5472 VANGUARD INDEX FDS TOTAL STK MKT 922908769 398 3085 SH SOLE NONE 0 0 3085 APPLE INC COM 037833100 831 3267 SH SOLE NONE 0 0 3267 CATERPILLAR INC DEL COM 149123101 210 1810 SH SOLE NONE 0 0 1810 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2765 82425 SH SOLE NONE 0 0 82425 ISHARES TR CORE US AGGBD ET 464287226 13006 112731 SH SOLE NONE 0 0 112731 ISHARES TR TIPS BD ETF 464287176 4045 34299 SH SOLE NONE 0 0 34299 CHURCH & DWIGHT INC COM 171340102 1118 17420 SH SOLE NONE 0 0 17420 ALPHABET INC CAP STK CL A 02079K305 300 258 SH SOLE NONE 0 0 258 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 581 8322 SH SOLE NONE 0 0 8322 VANGUARD INDEX FDS SMALL CP ETF 922908751 3456 29935 SH SOLE NONE 0 0 29935 8X8 INC NEW COM 282914100 260 18788 SH SOLE NONE 0 0 18788 DOLBY LABORATORIES INC COM CL A 25659T107 501 9250 SH SOLE NONE 0 0 9250 VANGUARD INDEX FDS LARGE CAP ETF 922908637 5640 47624 SH SOLE NONE 0 0 47624 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 4152 155081 SH SOLE NONE 0 0 155081 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 202 4927 SH SOLE NONE 0 0 4927 ISHARES TR SH TR CRPORT ETF 464288646 1551 29613 SH SOLE NONE 0 0 29613 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 239 2795 SH SOLE NONE 0 0 2795 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 2003 60083 SH SOLE NONE 0 0 60083 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 9378 119841 SH SOLE NONE 0 0 119841 ISHARES TR JPMORGAN USD EMG 464288281 240 2478 SH SOLE NONE 0 0 2478 ISHARES TR INTL DEV RE ETF 464288489 655 30296 SH SOLE NONE 0 0 30296 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 240 3974 SH SOLE NONE 0 0 3974 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 7566 292785 SH SOLE NONE 0 0 292785 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 55800 911027 SH SOLE NONE 0 0 911027 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 49983 631898 SH SOLE NONE 0 0 631898 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 8731 169463 SH SOLE NONE 0 0 169463 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1750 71741 SH SOLE NONE 0 0 71741 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 8452 408510 SH SOLE NONE 0 0 408510 SCHWAB STRATEGIC TR US TIPS ETF 808524870 8001 139116 SH SOLE NONE 0 0 139116 SCHWAB STRATEGIC TR US REIT ETF 808524847 6389 195149 SH SOLE NONE 0 0 195149 INVESCO EXCHANGE-TRADED FD T SR LN ETF 46138G508 400 19532 SH SOLE NONE 0 0 19532 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 26076 480484 SH SOLE NONE 0 0 480484 SPLUNK INC COM 848637104 729 5779 SH SOLE NONE 0 0 5779 ISHARES INC CORE MSCI EMKT 46434G103 2502 61818 SH SOLE NONE 0 0 61818 ISHARES TR CORE MSCI EAFE 46432F842 2076 41615 SH SOLE NONE 0 0 41615 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 10358 184106 SH SOLE NONE 0 0 184106 VANGUARD WHITEHALL FDS EMERG MKT BD ETF 921946885 14087 200105 SH SOLE NONE 0 0 200105 ALPHABET INC CAP STK CL C 02079K107 227 195 SH SOLE NONE 0 0 195 ISHARES TR CORE TOTAL USD 46434V613 2115 40279 SH SOLE NONE 0 0 40279 SNAP INC CL A 83304A106 740 62236 SH SOLE NONE 0 0 62236