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 LIVE false false false 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