0001768887-19-000003.txt : 20190315
0001768887-19-000003.hdr.sgml : 20190315
20190314215030
ACCESSION NUMBER: 0001768887-19-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20190315
DATE AS OF CHANGE: 20190314
EFFECTIVENESS DATE: 20190315
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Pacific Edge Advisors, LLC
CENTRAL INDEX KEY: 0001768887
IRS NUMBER: 812906753
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19441
FILM NUMBER: 19682759
BUSINESS ADDRESS:
STREET 1: 2101 E. COAST HWY
STREET 2: SUITE 215
CITY: CORONA DEL MAR
STATE: CA
ZIP: 92625
BUSINESS PHONE: 949-718-4525
MAIL ADDRESS:
STREET 1: 2101 E. COAST HWY
STREET 2: SUITE 215
CITY: CORONA DEL MAR
STATE: CA
ZIP: 92625
13F-HR
1
primary_doc.xml
13F-HR
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false
false
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0001768887
XXXXXXXX
09-30-2018
09-30-2018
Pacific Edge Advisors, LLC
2101 E. COAST HWY
SUITE 215
CORONA DEL MAR
CA
92625
13F HOLDINGS REPORT
028-19441
N
Heidi Benavidez
Managing Partner & Chief Compliance Officer
949-718-4527
Heidi Benavidez
Corona Del Mar
CA
03-14-2019
0
39
181146
false
INFORMATION TABLE
2
20180930upload13f.xml
AMAZON COM INC
COM
023135106
851
425
SH
SOLE
425
0
0
APPLE INC
COM
037833100
499
2209
SH
SOLE
2209
0
0
BANK AMER CORP
COM
060505104
293
9960
SH
SOLE
9960
0
0
HOME DEPOT INC
COM
437076102
252
1217
SH
SOLE
1217
0
0
HONEYWELL INTL INC
COM
438516106
338
2031
SH
SOLE
2031
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
329
7675
SH
SOLE
7675
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
709
3520
SH
SOLE
3520
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
310
3556
SH
SOLE
3556
0
0
ISHARES TR
EAFE SML CP ETF
464288273
2143
34415
SH
SOLE
34415
0
0
ISHARES TR
INTL SEL DIV ETF
464288448
483
14800
SH
SOLE
14800
0
0
MICROSOFT CORP
COM
594918104
583
5101
SH
SOLE
5101
0
0
RAYTHEON CO
COM NEW
755111507
227
1097
SH
SOLE
1097
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
42584
612186
SH
SOLE
612186
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
13534
241330
SH
SOLE
241330
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
10424
180220
SH
SOLE
180220
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
12039
158060
SH
SOLE
158060
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
12408
482620
SH
SOLE
482620
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
2556
48230
SH
SOLE
48230
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
25699
766460
SH
SOLE
766460
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
433
8620
SH
SOLE
8620
0
0
VANGUARD WHITEHALL FDS INC
INTL HIGH ETF
921946794
495
7875
SH
SOLE
7875
0
0
VANGUARD MUN BD FD INC
TAX EXEMPT BD
922907746
1508
29850
SH
SOLE
29850
0
0
ALPHABET INC CAP STK
CL C
02079K107
334
280
SH
SOLE
280
0
0
ALPHABET INC CAP STK
CL A
02079K305
273
226
SH
SOLE
226
0
0
BLACKSTONE MTG TR INC
COM CL A
09257W100
11366
339178
SH
SOLE
339178
0
0
CISCO SYS INC
COM
17275R102
342
7022
SH
SOLE
7022
0
0
FACEBOOK INC
CL A
30303M102
305
1852
SH
SOLE
1852
0
0
ISHARES U S ETF TR
SHT MAT MUN ETF
46431W838
3989
79850
SH
SOLE
79850
0
0
JPMORGAN CHASE & CO
COM
46625H100
538
4764
SH
SOLE
4764
0
0
NVIDIA CORP
COM
67066G104
320
1139
SH
SOLE
1139
0
0
PACIFIC PREMIER BANCORP
COM
69478X105
490
13174
SH
SOLE
13174
0
0
PIMCO ETF TR
INV GRD CRP BD
72201R817
13693
136125
SH
SOLE
136125
0
0
PIMCO ETF TR
SHTRM MUN BD ACT
72201R874
621
12500
SH
SOLE
12500
0
0
SPDR SERIES TRUST
S&P 600 SMCP VAL
78464A300
270
3950
SH
SOLE
3950
0
0
SSGA ACTIVE ETF TR
BLKSTN GSOSRLN
78467V608
9096
192095
SH
SOLE
192095
0
0
SPDR SER TR
NUVEEN BRC MUNIC
78468R721
6162
129775
SH
SOLE
129775
0
0
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
3925
82300
SH
SOLE
82300
0
0
SALESFORCE COM INC
COM
79466L302
255
1604
SH
SOLE
1604
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
470
1768
SH
SOLE
1768
0
0