0001606587-21-000387.txt : 20210423 0001606587-21-000387.hdr.sgml : 20210423 20210423093940 ACCESSION NUMBER: 0001606587-21-000387 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210423 DATE AS OF CHANGE: 20210423 EFFECTIVENESS DATE: 20210423 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: 21847010 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 03-31-2021 03-31-2021 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 04-22-2021 0 59 443374 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P SCP ETF 464287804 4049 36933 SH SOLE NONE 0 0 36933 ISHARES TR CORE S&P500 ETF 464287200 6998 16939 SH SOLE NONE 0 0 16939 ISHARES TR S&P 500 GRWT ETF 464287309 538 7821 SH SOLE NONE 0 0 7821 ISHARES TR RUS 1000 GRW ETF 464287614 538 2094 SH SOLE NONE 0 0 2094 ISHARES TR U.S. REAL ES ETF 464287739 2772 29345 SH SOLE NONE 0 0 29345 SPDR SP MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 470 962 SH SOLE NONE 0 0 962 SPDR SP 500 ETF TR TR UNIT 78462F103 2986 7253 SH SOLE NONE 0 0 7253 AMAZON COM INC COM 023135106 284 84 SH SOLE NONE 0 0 84 ISHARES TR MSCI EAFE ETF 464287465 212 2737 SH SOLE NONE 0 0 2737 MICROSOFT CORP COM 594918104 213 831 SH SOLE NONE 0 0 831 CISCO SYS INC COM 17275R102 213 4124 SH SOLE NONE 0 0 4124 INTERNATIONAL BUSINESS MACHS COM 459200101 217 1611 SH SOLE NONE 0 0 1611 LOCKHEED MARTIN CORP COM 539830109 441 1138 SH SOLE NONE 0 0 1138 ISHARES TR RUS MID CAP ETF 464287499 760 9957 SH SOLE NONE 0 0 9957 ISHARES TR RUS MD CP GR ETF 464287481 714 6708 SH SOLE NONE 0 0 6708 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 260 7360 SH SOLE NONE 0 0 7360 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 315 2669 SH SOLE NONE 0 0 2669 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 323 1826 SH SOLE NONE 0 0 1826 ISHARES TR EXPND TEC SC ETF 464287549 325 845 SH SOLE NONE 0 0 845 JPMORGAN CHASE CO COM 46625H100 203 1300 SH SOLE NONE 0 0 1300 VANGUARD INDEX FDS TOTAL STK MKT 922908769 661 3085 SH SOLE NONE 0 0 3085 APPLE INC COM 037833100 962 7329 SH SOLE NONE 0 0 7329 CATERPILLAR INC COM 149123101 416 1800 SH SOLE NONE 0 0 1800 ISHARES TR EXPANDED TECH 464287515 306 838 SH SOLE NONE 0 0 838 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4659 89840 SH SOLE NONE 0 0 89840 ISHARES TR CORE US AGGBD ET 464287226 12018 105280 SH SOLE NONE 0 0 105280 ISHARES TR TIPS BD ETF 464287176 4536 36175 SH SOLE NONE 0 0 36175 CHURCH DWIGHT INC COM 171340102 1420 16240 SH SOLE NONE 0 0 16240 CINCINNATI FINL CORP COM 172062101 1540 14464 SH SOLE NONE 0 0 14464 ALPHABET INC CAP STK CL A 02079K305 388 173 SH SOLE NONE 0 0 173 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 419 5056 SH SOLE NONE 0 0 5056 VANGUARD INDEX FDS VALUE ETF 922908744 561 4199 SH SOLE NONE 0 0 4199 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2586 27422 SH SOLE NONE 0 0 27422 VANGUARD INDEX FDS SMALL CP ETF 922908751 7988 36610 SH SOLE NONE 0 0 36610 8X8 INC NEW COM 282914100 617 18788 SH SOLE NONE 0 0 18788 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 545 8405 SH SOLE NONE 0 0 8405 DOLBY LABORATORIES INC COM CL A 25659T107 829 8113 SH SOLE NONE 0 0 8113 VANGUARD INDEX FDS LARGE CAP ETF 922908637 8677 45059 SH SOLE NONE 0 0 45059 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 304 4927 SH SOLE NONE 0 0 4927 ISHARES TR IBOXX HI YD ETF 464288513 13514 155140 SH SOLE NONE 0 0 155140 ISHARES TR ISHS 1-5YR INVS 464288646 1401 25623 SH SOLE NONE 0 0 25623 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3799 75538 SH SOLE NONE 0 0 75538 ISHARES TR JPMORGAN USD EMG 464288281 376 3422 SH SOLE NONE 0 0 3422 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 250 2495 SH SOLE NONE 0 0 2495 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 16727 434592 SH SOLE NONE 0 0 434592 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 123681 1237924 SH SOLE NONE 0 0 1237924 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 54444 659925 SH SOLE NONE 0 0 659925 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 20606 204368 SH SOLE NONE 0 0 204368 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 19557 618896 SH SOLE NONE 0 0 618896 SCHWAB STRATEGIC TR US TIPS ETF 808524870 32400 529926 SH SOLE NONE 0 0 529926 SCHWAB STRATEGIC TR US REIT ETF 808524847 12411 294245 SH SOLE NONE 0 0 294245 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 40731 753167 SH SOLE NONE 0 0 753167 SPLUNK INC COM 848637104 724 5005 SH SOLE NONE 0 0 5005 ISHARES INC CORE MSCI EMKT 46434G103 3647 56679 SH SOLE NONE 0 0 56679 ISHARES TR CORE MSCI EAFE 46432F842 2459 33308 SH SOLE NONE 0 0 33308 VANGUARD WHITEHALL FDS EMERG MKT BD ETF 921946885 21553 276279 SH SOLE NONE 0 0 276279 ALPHABET INC CAP STK CL C 02079K107 440 195 SH SOLE NONE 0 0 195 ISHARES TR CORE TOTAL USD 46434V613 2099 39703 SH SOLE NONE 0 0 39703 NATERA INC COM 632307104 292 2812 SH SOLE NONE 0 0 2812