0001606587-19-000861.txt : 20191015 0001606587-19-000861.hdr.sgml : 20191015 20191015152200 ACCESSION NUMBER: 0001606587-19-000861 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191015 DATE AS OF CHANGE: 20191015 EFFECTIVENESS DATE: 20191015 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: 191150842 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 09-30-2019 09-30-2019 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 10-10-2019 0 61 290271 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P SCP ETF 464287804 3850 51139 SH SOLE NONE 0 0 51139 ISHARES TR SP SMCP600VL ETF 464287879 530 3668 SH SOLE NONE 0 0 3668 ISHARES TR S&P 500 VAL ETF 464287408 1163 9996 SH SOLE NONE 0 0 9996 ISHARES TR CORE S&P500 ETF 464287200 5290 18061 SH SOLE NONE 0 0 18061 ISHARES TR RUS 1000 GRW ETF 464287614 399 2526 SH SOLE NONE 0 0 2526 ISHARES TR RUSSELL 2000 ETF 464287655 282 1918 SH SOLE NONE 0 0 1918 ISHARES TR U.S. REAL ES ETF 464287739 3219 34555 SH SOLE NONE 0 0 34555 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 341 999 SH SOLE NONE 0 0 999 SPDR S&P 500 ETF TR TR UNIT 78462F103 2228 7649 SH SOLE NONE 0 0 7649 CISCO SYS INC COM 17275R102 282 6022 SH SOLE NONE 0 0 6022 INTERNATIONAL BUSINESS MACHS COM 459200101 244 1749 SH SOLE NONE 0 0 1749 COCA COLA CO COM 191216100 280 5197 SH SOLE NONE 0 0 5197 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 3814 64622 SH SOLE NONE 0 0 64622 ISHARES TR RUS MID CAP ETF 464287499 821 15048 SH SOLE NONE 0 0 15048 ISHARES TR RUS MD CP GR ETF 464287481 837 6008 SH SOLE NONE 0 0 6008 VANGUARD INDEX FDS TOTAL STK MKT 922908769 457 3085 SH SOLE NONE 0 0 3085 APPLE INC COM 037833100 964 4248 SH SOLE NONE 0 0 4248 CATERPILLAR INC DEL COM 149123101 215 1800 SH SOLE NONE 0 0 1800 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2509 62551 SH SOLE NONE 0 0 62551 ISHARES TR CORE US AGGBD ET 464287226 13347 117607 SH SOLE NONE 0 0 117607 ISHARES TR TIPS BD ETF 464287176 3960 34025 SH SOLE NONE 0 0 34025 CHURCH & DWIGHT INC COM 171340102 1323 17420 SH SOLE NONE 0 0 17420 ALPHABET INC CAP STK CL A 02079K305 436 363 SH SOLE NONE 0 0 363 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 773 8317 SH SOLE NONE 0 0 8317 VANGUARD INDEX FDS SMALL CP ETF 922908751 2463 16415 SH SOLE NONE 0 0 16415 8X8 INC NEW COM 282914100 375 18788 SH SOLE NONE 0 0 18788 DOLBY LABORATORIES INC COM CL A 25659T107 574 9290 SH SOLE NONE 0 0 9290 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2994 22383 SH SOLE NONE 0 0 22383 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 6417 161402 SH SOLE NONE 0 0 161402 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 242 4927 SH SOLE NONE 0 0 4927 ISHARES TR SH TR CRPORT ETF 464288646 988 18378 SH SOLE NONE 0 0 18378 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 276 3263 SH SOLE NONE 0 0 3263 ISHARES TR INTL SEL DIV ETF 464288448 540 18024 SH SOLE NONE 0 0 18024 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 1665 41224 SH SOLE NONE 0 0 41224 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 13364 132266 SH SOLE NONE 0 0 132266 INVESCO EXCHNG TRADED FD TR EMRNG MKT SVRG 46138E784 9937 339616 SH SOLE NONE 0 0 339616 ISHARES TR JPMORGAN USD EMG 464288281 7030 62113 SH SOLE NONE 0 0 62113 ISHARES TR INTL DEV RE ETF 464288489 589 19789 SH SOLE NONE 0 0 19789 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 388 5579 SH SOLE NONE 0 0 5579 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 8882 283860 SH SOLE NONE 0 0 283860 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 21767 312606 SH SOLE NONE 0 0 312606 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 48268 594291 SH SOLE NONE 0 0 594291 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 11789 174391 SH SOLE NONE 0 0 174391 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 4359 79102 SH SOLE NONE 0 0 79102 SCHWAB STRATEGIC TR INTL SCEQT ETF 808524888 1129 35948 SH SOLE NONE 0 0 35948 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 9793 391112 SH SOLE NONE 0 0 391112 SCHWAB STRATEGIC TR US TIPS ETF 808524870 7511 132046 SH SOLE NONE 0 0 132046 SCHWAB STRATEGIC TR US REIT ETF 808524847 8787 187112 SH SOLE NONE 0 0 187112 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 23819 1063354 SH SOLE NONE 0 0 1063354 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 23326 432284 SH SOLE NONE 0 0 432284 INVESCO EXCH TRD SLF IDX FD BULSHS 2019 CB 46138J304 1076 50997 SH SOLE NONE 0 0 50997 SPLUNK INC COM 848637104 690 5797 SH SOLE NONE 0 0 5797 ISHARES INC CORE MSCI EMKT 46434G103 3336 68314 SH SOLE NONE 0 0 68314 ISHARES TR CORE MSCI EAFE 46432F842 2747 45728 SH SOLE NONE 0 0 45728 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 204 4151 SH SOLE NONE 0 0 4151 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 280 6128 SH SOLE NONE 0 0 6128 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 10374 176406 SH SOLE NONE 0 0 176406 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 3147 116761 SH SOLE NONE 0 0 116761 ALPHABET INC CAP STK CL C 02079K107 542 451 SH SOLE NONE 0 0 451 ISHARES TR CORE TOTAL USD 46434V613 2237 42615 SH SOLE NONE 0 0 42615 SNAP INC CL A 83304A106 802 56449 SH SOLE NONE 0 0 56449