0001768887-19-000012.txt : 20191017
0001768887-19-000012.hdr.sgml : 20191017
20191016174932
ACCESSION NUMBER: 0001768887-19-000012
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191017
DATE AS OF CHANGE: 20191016
EFFECTIVENESS DATE: 20191017
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: 191153518
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
09-30-2019
09-30-2019
Pacific Edge Advisors, LLC
2101 E. COAST HWY
SUITE 215
CORONA DEL MAR
CA
92625
13F HOLDINGS REPORT
028-19441
N
Jason Martinez
Sr. Investment Operations Manager
949-718-4528
Jason Martinez
Corona del Mar
CA
10-16-2019
0
44
152989
false
INFORMATION TABLE
2
20190930upload13f.xml
ALPHABET INC CAP STK
CL A
02079K305
219
179
SH
SOLE
179
0
0
ALPHABET INC CAP STK
CL C
02079K107
299
245
SH
SOLE
245
0
0
AMAZON COM INC
COM
023135106
722
416
SH
SOLE
416
0
0
APPLE INC
COM
037833100
403
1798
SH
SOLE
1798
0
0
BANK AMER CORP
COM
060505104
223
7630
SH
SOLE
7630
0
0
BLACKSTONE MTG TR INC
COM CL A
09257W100
13991
390263
SH
SOLE
390263
0
0
CISCO SYS INC
COM
17275R102
289
5852
SH
SOLE
5852
0
0
FACEBOOK INC
CL A
30303M102
270
1514
SH
SOLE
1514
0
0
HOME DEPOT INC
COM
437076102
253
1091
SH
SOLE
1091
0
0
HONEYWELL INTL INC
COM
438516106
317
1875
SH
SOLE
1875
0
0
ISHARES TR
CORE S&P500 ETF
464287200
9788
32788
SH
SOLE
32788
0
0
ISHARES TR
CORE US AGGBD ET
464287226
313
2769
SH
SOLE
2769
0
0
ISHARES TR
MSCI EAFE ETF
464287465
3162
48495
SH
SOLE
48495
0
0
ISHARES TR
EAFE SML CP ETF
464288273
350
6115
SH
SOLE
6115
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
805
19700
SH
SOLE
19700
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
518
2680
SH
SOLE
2680
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
3905
50170
SH
SOLE
50170
0
0
ISHARES US ETF TR
SHT MAT MUN ETF
46431W838
4184
83450
SH
SOLE
83450
0
0
ISHARES TR SH TR
CRPORT ETF
464288646
1695
31590
SH
SOLE
31590
0
0
JPMORGAN CHASE & CO
COM
46625H100
351
2980
SH
SOLE
2980
0
0
MICROSOFT CORP
COM
594918104
514
3700
SH
SOLE
3700
0
0
PACIFIC PREMIER BANCORP
COM
69478X105
411
13174
SH
SOLE
13174
0
0
PIMCO ETF TR
SHTRM MUN BD ACT
72201R874
466
9200
SH
SOLE
9200
0
0
RAYTHEON CO
COM NEW
755111507
215
1097
SH
SOLE
1097
0
0
SALESFORCE COM INC
COM
79466L302
223
1499
SH
SOLE
1499
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
516
20540
SH
SOLE
20540
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
13425
421375
SH
SOLE
421375
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
36462
514050
SH
SOLE
514050
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
5812
102450
SH
SOLE
102450
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
7437
131535
SH
SOLE
131535
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
7155
102615
SH
SOLE
102615
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
3784
70270
SH
SOLE
70270
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
1737
31710
SH
SOLE
31710
0
0
SSGA ACTIVE ETF TR
BLKSTN GSOSRLN
78467V608
15534
335355
SH
SOLE
335355
0
0
SPDR SERIES TRUST
NUVEEN BRC MUNIC
78468R721
2256
44500
SH
SOLE
44500
0
0
SPDR SERIES TRUST
NUVEEN BLMBRG SR
78468R739
5341
109030
SH
SOLE
109030
0
0
SPDR SERIES TRUST PORTFOLIO
LR ETF
78464A854
1756
50400
SH
SOLE
50400
0
0
SPDR SERIES TRUST PORTFOLIO
MD ETF
78464A847
3850
113600
SH
SOLE
113600
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
474
1598
SH
SOLE
1598
0
0
TEXAS INSTRS INC
COM
882508104
222
1719
SH
SOLE
1719
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
267
1228
SH
SOLE
1228
0
0
VANGUARD
INTL EQUITY INDEX F FTSE EMR MKT ETF
922042858
533
13250
SH
SOLE
13250
0
0
VANGUARD
MUN BD FD INC TAX EXEMPT BD
922907746
930
17350
SH
SOLE
17350
0
0
VANGUARD
STAR FD VG TL INTL STK F
921909768
1612
31200
SH
SOLE
31200
0
0