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
Managing Member
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