Managing Member

0001606587-21-000173.txt : 20210203 0001606587-21-000173.hdr.sgml : 20210203 20210203102130 ACCESSION NUMBER: 0001606587-21-000173 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210203 DATE AS OF CHANGE: 20210203 EFFECTIVENESS DATE: 20210203 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: 21584759 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 12-31-2020 12-31-2020 false BlueSky Wealth Advisors, LLC

2131 S. Glenburnie Road Suite 8 New Bern NC 28562

13F HOLDINGS REPORT 028-18007 N David L. Blain Managing Member 252-633-0107 x111 David L. Blain New Bern NC 01-12-2021 0 49 414147 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P SCP ETF 464287804 3933 42797 SH SOLE NONE 0 0 42797 ISHARES TR CORE S&P500 ETF 464287200 6530 17395 SH SOLE NONE 0 0 17395 ISHARES TR RUS 1000 GRW ETF 464287614 505 2094 SH SOLE NONE 0 0 2094 ISHARES TR RUSSELL 2000 ETF 464287655 248 1263 SH SOLE NONE 0 0 1263 ISHARES TR U.S. REAL ES ETF 464287739 2513 29345 SH SOLE NONE 0 0 29345 SPDR SP MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 404 962 SH SOLE NONE 0 0 962 SPDR SP 500 ETF TR TR UNIT 78462F103 2810 7515 SH SOLE NONE 0 0 7515 AMAZON COM INC COM 023135106 274 84 SH SOLE NONE 0 0 84 ISHARES TR MSCI EAFE ETF 464287465 284 3896 SH SOLE NONE 0 0 3896 INTERNATIONAL BUSINESS MACHS COM 459200101 203 1611 SH SOLE NONE 0 0 1611 LOCKHEED MARTIN CORP COM 539830109 454 1278 SH SOLE NONE 0 0 1278 ISHARES TR RUS MID CAP ETF 464287499 771 11240 SH SOLE NONE 0 0 11240 ISHARES TR RUS MD CP GR ETF 464287481 736 7172 SH SOLE NONE 0 0 7172 VANGUARD INDEX FDS TOTAL STK MKT 922908769 600 3085 SH SOLE NONE 0 0 3085 APPLE INC COM 037833100 1220 9192 SH SOLE NONE 0 0 9192 CATERPILLAR INC COM 149123101 328 1800 SH SOLE NONE 0 0 1800 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4084 81494 SH SOLE NONE 0 0 81494 ISHARES TR CORE US AGGBD ET 464287226 12624 106815 SH SOLE NONE 0 0 106815 ISHARES TR TIPS BD ETF 464287176 4651 36433 SH SOLE NONE 0 0 36433 CHURCH DWIGHT INC COM 171340102 1417 16240 SH SOLE NONE 0 0 16240 CINCINNATI FINL CORP COM 172062101 1264 14464 SH SOLE NONE 0 0 14464 ALPHABET INC CAP STK CL A 02079K305 303 173 SH SOLE NONE 0 0 173 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2374 27949 SH SOLE NONE 0 0 27949 VANGUARD INDEX FDS SMALL CP ETF 922908751 7310 37547 SH SOLE NONE 0 0 37547 8X8 INC NEW COM 282914100 648 18788 SH SOLE NONE 0 0 18788 DOLBY LABORATORIES INC COM CL A 25659T107 835 8600 SH SOLE NONE 0 0 8600 VANGUARD INDEX FDS LARGE CAP ETF 922908637 8073 45940 SH SOLE NONE 0 0 45940 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 288 4927 SH SOLE NONE 0 0 4927 ISHARES TR IBOXX HI YD ETF 464288513 12991 148810 SH SOLE NONE 0 0 148810 ISHARES TR ISHS 1-5YR INVS 464288646 1543 27960 SH SOLE NONE 0 0 27960 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3710 78584 SH SOLE NONE 0 0 78584 ISHARES TR JPMORGAN USD EMG 464288281 282 2436 SH SOLE NONE 0 0 2436 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 247 2712 SH SOLE NONE 0 0 2712 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 15237 423143 SH SOLE NONE 0 0 423143 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 111312 1223881 SH SOLE NONE 0 0 1223881 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 52089 625695 SH SOLE NONE 0 0 625695 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 19273 216551 SH SOLE NONE 0 0 216551 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 19130 624150 SH SOLE NONE 0 0 624150 SCHWAB STRATEGIC TR US TIPS ETF 808524870 31269 503684 SH SOLE NONE 0 0 503684 SCHWAB STRATEGIC TR US REIT ETF 808524847 10390 273631 SH SOLE NONE 0 0 273631 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 36918 658902 SH SOLE NONE 0 0 658902 SPLUNK INC COM 848637104 896 5276 SH SOLE NONE 0 0 5276 ISHARES INC CORE MSCI EMKT 46434G103 3871 62392 SH SOLE NONE 0 0 62392 ISHARES TR CORE MSCI EAFE 46432F842 2343 33918 SH SOLE NONE 0 0 33918 VANGUARD WHITEHALL FDS EMERG MKT BD ETF 921946885 21576 262166 SH SOLE NONE 0 0 262166 ALPHABET INC CAP STK CL C 02079K107 342 195 SH SOLE NONE 0 0 195 ISHARES TR CORE TOTAL USD 46434V613 2167 39703 SH SOLE NONE 0 0 39703 NATERA INC COM 632307104 280 2812 SH SOLE NONE 0 0 2812 SNAP INC CL A 83304A106 2597 51859 SH SOLE NONE 0 0 51859