0001768887-19-000005.txt : 20190315 0001768887-19-000005.hdr.sgml : 20190315 20190314220104 ACCESSION NUMBER: 0001768887-19-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 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: 19682771 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 03-31-2018 03-31-2018 Pacific Edge Advisors, LLC

2101 E. COAST HWY SUITE 215 CORONA DEL MAR CA 92625

13F HOLDINGS REPORT 028-19441 N Heidi Benavidez 949-718-4527 Heidi Benavidez Corona Del Mar CA 03-14-2019 0 41 162580 false INFORMATION TABLE 2 20180331upload13f.xml ALPHABET INC CAP STK CL C 02079K107 289 280 SH SOLE 280 0 0 AMAZON COM INC COM 023135106 504 348 SH SOLE 348 0 0 APPLE INC COM 037833100 793 4725 SH SOLE 4725 0 0 BANK AMER CORP COM 060505104 302 10065 SH SOLE 10065 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 346 1735 SH SOLE 1735 0 0 BLACKSTONE MTG TR INC COM CL A 09257W100 6862 218394 SH SOLE 218394 0 0 CISCO SYS INC COM 17275R102 351 8182 SH SOLE 8182 0 0 DOWDUPONT INC COM 26078J100 265 4163 SH SOLE 4163 0 0 FACEBOOK INC CL A 30303M102 312 1952 SH SOLE 1952 0 0 HONEYWELL INTL INC COM 438516106 293 2027 SH SOLE 2027 0 0 ISHARES TR CORE S&P MCP ETF 464287507 437 2330 SH SOLE 2330 0 0 ISHARES TR CORE S&P SCP ETF 464287804 316 4106 SH SOLE 4106 0 0 ISHARES TR EAFE SML CP ETF 464288273 1288 19760 SH SOLE 19760 0 0 ISHARES U S ETF TR SHT MAT MUN ETF 46431W838 375 7550 SH SOLE 7550 0 0 JPMORGAN CHASE & CO COM 46625H100 557 5064 SH SOLE 5064 0 0 MICROSOFT CORP COM 594918104 471 5161 SH SOLE 5161 0 0 PACIFIC PREMIER BANCORP COM 69478X105 530 13174 SH SOLE 13174 0 0 PIMCO ETF TR INV GRD CRP BD 72201R817 13249 129550 SH SOLE 129550 0 0 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 746 15000 SH SOLE 15000 0 0 RAYTHEON CO COM NEW 755111507 269 1245 SH SOLE 1245 0 0 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 16275 567090 SH SOLE 567090 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 22684 672925 SH SOLE 672925 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 442 8670 SH SOLE 8670 0 0 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2502 51020 SH SOLE 51020 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 13086 247655 SH SOLE 247655 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 37695 597579 SH SOLE 597579 0 0 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 10269 194195 SH SOLE 194195 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 11678 168935 SH SOLE 168935 0 0 SPDR SER TR NUVEEN BLMBRG SR 78468R739 2979 62300 SH SOLE 62300 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 5982 124550 SH SOLE 124550 0 0 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 422 3420 SH SOLE 3420 0 0 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 6572 138585 SH SOLE 138585 0 0 TEXAS INSTRS INC COM 882508104 210 2019 SH SOLE 2019 0 0 UNITED TECHNOLOGIES CORP COM 913017109 233 1853 SH SOLE 1853 0 0 UNITEDHEALTH GROUP INC COM 91324P102 336 1572 SH SOLE 1572 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 216 4520 SH SOLE 4520 0 0 VISA INC COM CL A 92826C839 207 1733 SH SOLE 1733 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 371 7675 SH SOLE 7675 0 0 ISHARES TR INTL SEL DIV ETF 464288448 502 15200 SH SOLE 15200 0 0 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 864 17000 SH SOLE 17000 0 0 VANGUARD WHITEHALL FDS INC INTL HIGH ETF 921946794 500 7525 SH SOLE 7525 0 0