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