0001606587-21-000909.txt : 20210727 0001606587-21-000909.hdr.sgml : 20210727 20210727105722 ACCESSION NUMBER: 0001606587-21-000909 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210727 DATE AS OF CHANGE: 20210727 EFFECTIVENESS DATE: 20210727 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: 211116496 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 06-30-2021 06-30-2021 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 07-16-2021 0 64 510077 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 8X8 INC NEW COM 282914100 508 18788 SH SOLE NONE 0 0 18788 ALPHABET INC CAP STK CL A 02079K305 427 170 SH SOLE NONE 0 0 170 ALPHABET INC CAP STK CL C 02079K107 505 195 SH SOLE NONE 0 0 195 AMAZON COM INC COM 023135106 201 54 SH SOLE NONE 0 0 54 APPLE INC COM 037833100 1041 7173 SH SOLE NONE 0 0 7173 CATERPILLAR INC COM 149123101 417 1920 SH SOLE NONE 0 0 1920 CHURCH & DWIGHT INC COM 171340102 1413 16240 SH SOLE NONE 0 0 16240 CINCINNATI FINL CORP COM 172062101 1719 14464 SH SOLE NONE 0 0 14464 CISCO SYS INC COM 17275R102 222 4124 SH SOLE NONE 0 0 4124 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 4972 184199 SH SOLE NONE 0 0 184199 DOLBY LABORATORIES INC COM CL A 25659T107 680 6763 SH SOLE NONE 0 0 6763 INTUIT COM 461202103 380 755 SH SOLE NONE 0 0 755 ISHARES INC MSCI EMERG MRKT 464286533 200 3169 SH SOLE NONE 0 0 3169 ISHARES INC CORE MSCI EMKT 46434G103 3876 59361 SH SOLE NONE 0 0 59361 ISHARES TR CORE S&P SCP ETF 464287804 4184 37496 SH SOLE NONE 0 0 37496 ISHARES TR CORE S&P500 ETF 464287200 7281 16646 SH SOLE NONE 0 0 16646 ISHARES TR S&P 500 GRWT ETF 464287309 584 7821 SH SOLE NONE 0 0 7821 ISHARES TR RUS 1000 GRW ETF 464287614 515 1851 SH SOLE NONE 0 0 1851 ISHARES TR U.S. REAL ES ETF 464287739 3076 29185 SH SOLE NONE 0 0 29185 ISHARES TR MSCI EAFE ETF 464287465 1282 16120 SH SOLE NONE 0 0 16120 ISHARES TR RUS MID CAP ETF 464287499 665 8336 SH SOLE NONE 0 0 8336 ISHARES TR RUS MD CP GR ETF 464287481 765 6708 SH SOLE NONE 0 0 6708 ISHARES TR EXPND TEC SC ETF 464287549 349 845 SH SOLE NONE 0 0 845 ISHARES TR EXPANDED TECH 464287515 334 838 SH SOLE NONE 0 0 838 ISHARES TR CORE US AGGBD ET 464287226 13367 115550 SH SOLE NONE 0 0 115550 ISHARES TR TIPS BD ETF 464287176 4704 36769 SH SOLE NONE 0 0 36769 ISHARES TR IBOXX HI YD ETF 464288513 14582 165702 SH SOLE NONE 0 0 165702 ISHARES TR ISHS 1-5YR INVS 464288646 1403 25591 SH SOLE NONE 0 0 25591 ISHARES TR CORE MSCI EAFE 46432F842 2468 32648 SH SOLE NONE 0 0 32648 ISHARES TR CORE TOTAL USD 46434V613 2130 39703 SH SOLE NONE 0 0 39703 JPMORGAN CHASE & CO COM 46625H100 251 1610 SH SOLE NONE 0 0 1610 LOCKHEED MARTIN CORP COM 539830109 432 1128 SH SOLE NONE 0 0 1128 MICROSOFT CORP COM 594918104 399 1436 SH SOLE NONE 0 0 1436 NATERA INC COM 632307104 340 2812 SH SOLE NONE 0 0 2812 NVIDIA CORPORATION COM 67066G104 992 1237 SH SOLE NONE 0 0 1237 ORACLE CORP COM 68389X105 222 2525 SH SOLE NONE 0 0 2525 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 264 2495 SH SOLE NONE 0 0 2495 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 18911 476705 SH SOLE NONE 0 0 476705 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 141490 1338469 SH SOLE NONE 0 0 1338469 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 23010 222983 SH SOLE NONE 0 0 222983 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 22204 693456 SH SOLE NONE 0 0 693456 SCHWAB STRATEGIC TR US TIPS ETF 808524870 36241 579113 SH SOLE NONE 0 0 579113 SCHWAB STRATEGIC TR US REIT ETF 808524847 15496 327398 SH SOLE NONE 0 0 327398 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 46966 857990 SH SOLE NONE 0 0 857990 SELECT SECTOR SPDR TR ENERGY 81369Y506 264 5000 SH SOLE NONE 0 0 5000 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 381 10368 SH SOLE NONE 0 0 10368 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 308 2394 SH SOLE NONE 0 0 2394 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 333 1826 SH SOLE NONE 0 0 1826 SPDR S&P 500 ETF TR TR UNIT 78462F103 7012 16100 SH SOLE NONE 0 0 16100 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 243 493 SH SOLE NONE 0 0 493 SPLUNK INC COM 848637104 693 5005 SH SOLE NONE 0 0 5005 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 2300 45890 SH SOLE NONE 0 0 45890 VANGUARD INDEX FDS TOTAL STK MKT 922908769 931 4120 SH SOLE NONE 0 0 4120 VANGUARD INDEX FDS VALUE ETF 922908744 582 4199 SH SOLE NONE 0 0 4199 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2852 27142 SH SOLE NONE 0 0 27142 VANGUARD INDEX FDS SMALL CP ETF 922908751 8083 35982 SH SOLE NONE 0 0 35982 VANGUARD INDEX FDS LARGE CAP ETF 922908637 8951 43873 SH SOLE NONE 0 0 43873 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4742 89501 SH SOLE NONE 0 0 89501 VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 922042866 417 5056 SH SOLE NONE 0 0 5056 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 572 8405 SH SOLE NONE 0 0 8405 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 312 4927 SH SOLE NONE 0 0 4927 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 61215 740156 SH SOLE NONE 0 0 740156 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 3917 75538 SH SOLE NONE 0 0 75538 VANGUARD WHITEHALL FDS EMERG MKT BD ETF 921946885 24501 307686 SH SOLE NONE 0 0 307686