0001768887-19-000011.txt : 20190814
0001768887-19-000011.hdr.sgml : 20190814
20190813183039
ACCESSION NUMBER: 0001768887-19-000011
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190814
DATE AS OF CHANGE: 20190813
EFFECTIVENESS DATE: 20190814
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: 191022225
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
06-30-2019
06-30-2019
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
9497184527
Heidi Benavidez
Corona Del Mar
CA
08-13-2019
0
39
151454
false
INFORMATION TABLE
2
20190630upload13f.xml
ALPHABET INC CAP STK
CL C
02079K107
265
245
SH
SOLE
245
0
0
AMAZON COM INC
COM
023135106
788
416
SH
SOLE
416
0
0
APPLE INC
COM
037833100
356
1798
SH
SOLE
1798
0
0
BANK AMER CORP
COM
060505104
221
7630
SH
SOLE
7630
0
0
BLACKSTONE MTG TR INC
COM CL A
09257W100
13706
385203
SH
SOLE
385203
0
0
CISCO SYS INC
COM
17275R102
329
6012
SH
SOLE
6012
0
0
FACEBOOK INC
CL A
30303M102
292
1514
SH
SOLE
1514
0
0
HOME DEPOT INC
COM
437076102
227
1091
SH
SOLE
1091
0
0
HONEYWELL INTL INC
COM
438516106
327
1875
SH
SOLE
1875
0
0
ISHARES TR
CORE S&P500 ETF
464287200
9930
33688
SH
SOLE
33688
0
0
ISHARES TR
MSCI EAFE ETF
464287465
3266
49695
SH
SOLE
49695
0
0
ISHARES TR
EAFE SML CP ETF
464288273
351
6115
SH
SOLE
6115
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
845
19700
SH
SOLE
19700
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
540
2780
SH
SOLE
2780
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
4068
51970
SH
SOLE
51970
0
0
ISHARES U S ETF TR
SHT MAT MUN ETF
46431W838
4485
89450
SH
SOLE
89450
0
0
ISHARES TR
1 3 YR CR BD ETF
464288646
1659
31050
SH
SOLE
31050
0
0
JPMORGAN CHASE & CO
COM
46625H100
346
3093
SH
SOLE
3093
0
0
MICROSOFT CORP
COM
594918104
529
3950
SH
SOLE
3950
0
0
PACIFIC PREMIER BANCORP
COM
69478X105
407
13174
SH
SOLE
13174
0
0
PIMCO ETF TR
SHTRM MUN BD ACT
72201R874
506
10000
SH
SOLE
10000
0
0
SALESFORCE COM INC
COM
79466L302
227
1499
SH
SOLE
1499
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
539
20540
SH
SOLE
20540
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
13710
427240
SH
SOLE
427240
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
35748
509304
SH
SOLE
509304
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
5714
101790
SH
SOLE
101790
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
7320
128220
SH
SOLE
128220
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
7154
100085
SH
SOLE
100085
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
3631
68500
SH
SOLE
68500
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
1686
31760
SH
SOLE
31760
0
0
SSGA ACTIVE ETF TR
BLKSTN GSOSRLN
78467V608
15226
329425
SH
SOLE
329425
0
0
SPDR SER TR
NUVEEN BRC MUNIC
78468R721
2211
44100
SH
SOLE
44100
0
0
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
5634
115140
SH
SOLE
115140
0
0
SPDR SERIES TRUST PORTFOLIO
LR ETF
78464A854
1741
50400
SH
SOLE
50400
0
0
SPDR SERIES TRUST PORTFOLIO
MD ETF
78464A847
3908
114700
SH
SOLE
114700
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
309
1267
SH
SOLE
1267
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
564
13250
SH
SOLE
13250
0
0
VANGUARD MUN BD FD INC
TAX EXEMPT BD
922907746
895
16860
SH
SOLE
16860
0
0
VANGUARD STAR FD
VG TL INTL STK F
921909768
1794
34000
SH
SOLE
34000
0
0