0001768887-19-000004.txt : 20190315
0001768887-19-000004.hdr.sgml : 20190315
20190314215600
ACCESSION NUMBER: 0001768887-19-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180630
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: 19682764
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
06-30-2018
06-30-2018
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
41
181308
false
INFORMATION TABLE
2
20180630upload13f.xml
AMAZON COM INC
COM
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722
425
SH
SOLE
425
0
0
APPLE INC
COM
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409
2209
SH
SOLE
2209
0
0
BANK AMER CORP
COM
060505104
339
12035
SH
SOLE
12035
0
0
HOME DEPOT INC
COM
437076102
237
1217
SH
SOLE
1217
0
0
HONEYWELL INTL INC
COM
438516106
316
2197
SH
SOLE
2197
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
333
7675
SH
SOLE
7675
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
686
3520
SH
SOLE
3520
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
322
3856
SH
SOLE
3856
0
0
ISHARES TR
EAFE SML CP ETF
464288273
1729
27565
SH
SOLE
27565
0
0
ISHARES TR
INTL SEL DIV ETF
464288448
534
16650
SH
SOLE
16650
0
0
MICROSOFT CORP
COM
594918104
503
5101
SH
SOLE
5101
0
0
RAYTHEON CO
COM NEW
755111507
241
1245
SH
SOLE
1245
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
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41378
636679
SH
SOLE
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0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
13807
259930
SH
SOLE
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SCHWAB STRATEGIC TR
US MID-CAP ETF
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10457
190515
SH
SOLE
190515
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SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
12825
174320
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SOLE
174320
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SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
16768
647655
SH
SOLE
647655
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
2456
49820
SH
SOLE
49820
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0
SCHWAB STRATEGIC TR
INTL EQTY ETF
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26423
799480
SH
SOLE
799480
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
434
8570
SH
SOLE
8570
0
0
TEXAS INSTRS INC
COM
882508104
220
1999
SH
SOLE
1999
0
0
VANGUARD WHITEHALL FDS INC
INTL HIGH ETF
921946794
546
8775
SH
SOLE
8775
0
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VANGUARD MUN BD FD INC
TAX EXEMPT BD
922907746
1211
23750
SH
SOLE
23750
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ALPHABET INC
CAP STK CL C
02079K107
312
280
SH
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280
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0
ALPHABET INC
CAP STK CL A
02079K305
255
226
SH
SOLE
226
0
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BLACKSTONE MTG TR INC
COM CL A
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8026
255354
SH
SOLE
255354
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CISCO SYS INC
COM
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302
7022
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FACEBOOK INC
CL A
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360
1852
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SOLE
1852
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0
ISHARES TR
0-5 YR TIPS ETF
46429B747
598
6000
SH
SOLE
6000
0
0
ISHARES U S ETF TR
SHT MAT MUN ETF
46431W838
1876
37550
SH
SOLE
37550
0
0
JPMORGAN CHASE & CO
COM
46625H100
559
5368
SH
SOLE
5368
0
0
NVIDIA CORP
COM
67066G104
270
1139
SH
SOLE
1139
0
0
PACIFIC PREMIER BANCORP
COM
69478X105
503
13174
SH
SOLE
13174
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PIMCO ETF TR
INV GRD CRP BD
72201R817
14006
139610
SH
SOLE
139610
0
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PIMCO ETF TR
SHTRM MUN BD ACT
72201R874
624
12500
SH
SOLE
12500
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SPDR SERIES TRUST
S&P 600 SMCP VAL
78464A300
427
6400
SH
SOLE
6400
0
0
SSGA ACTIVE ETF TR
BLKSTN GSOSRLN
78467V608
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197990
SH
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SPDR SER TR
NUVEEN BRC MUNIC
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SOLE
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SPDR SER TR
NUVEEN BLMBRG SR
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SALESFORCE COM INC
COM
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219
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SH
SOLE
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UNITEDHEALTH GROUP INC
COM
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