0001768887-20-000003.txt : 20200511 0001768887-20-000003.hdr.sgml : 20200511 20200511142755 ACCESSION NUMBER: 0001768887-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200511 DATE AS OF CHANGE: 20200511 EFFECTIVENESS DATE: 20200511 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: 20864095 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 03-31-2020 03-31-2020 Pacific Edge Advisors, LLC

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

13F HOLDINGS REPORT 028-19441 N Jason Martinez 949-718-4528 Jason Martinez Rancho Santa Margarita CA 05-11-2020 0 34 140030 false INFORMATION TABLE 2 Orion-XML.xml ISHARES TR CORE S&P MCP ETF 464287507 712 4950 SH SOLE 0 0 0 4950 ISHARES TR CORE S&P500 ETF 464287200 2719 10523 SH SOLE 0 0 0 10523 AMAZON COM INC COM 023135106 987 506 SH SOLE 0 0 0 506 HONEYWELL INTL INC COM 438516106 333 2486 SH SOLE 0 0 0 2486 ISHARES TR MSCI EAFE ETF 464287465 250 4670 SH SOLE 0 0 0 4670 MICROSOFT CORP COM 594918104 808 5126 SH SOLE 0 0 0 5126 CISCO SYS INC COM 17275R102 281 7137 SH SOLE 0 0 0 7137 HOME DEPOT INC COM 437076102 241 1291 SH SOLE 0 0 0 1291 JPMORGAN CHASE & CO COM 46625H100 271 3015 SH SOLE 0 0 0 3015 UNITEDHEALTH GROUP INC COM 91324P102 342 1370 SH SOLE 0 0 0 1370 APPLE INC COM 037833100 678 2667 SH SOLE 0 0 0 2667 ALPHABET INC CAP STK CL A 02079K305 256 220 SH SOLE 0 0 0 220 PACIFIC PREMIER BANCORP COM 69478X105 248 13174 SH SOLE 0 0 0 13174 SALESFORCE COM INC COM 79466L302 264 1836 SH SOLE 0 0 0 1836 SPDR SER TR NUVEEN BLMBRG SR 78468R739 4213 86150 SH SOLE 0 0 0 86150 BLACKSTONE MTG TR INC COM CL A 09257W100 8970 481753 SH SOLE 0 0 0 481753 ISHARES TR SH TR CRPORT ETF 464288646 1635 31230 SH SOLE 0 0 0 31230 SPDR SER TR PORTFOLIO S&P400 78464A847 280 11050 SH SOLE 0 0 0 11050 SPDR SER TR NUVEEN BRC MUNIC 78468R721 2535 50700 SH SOLE 0 0 0 50700 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 16724 647195 SH SOLE 0 0 0 647195 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 45611 744664 SH SOLE 0 0 0 744664 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 12121 235277 SH SOLE 0 0 0 235277 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 3958 89400 SH SOLE 0 0 0 89400 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 266 12840 SH SOLE 0 0 0 12840 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 10075 238970 SH SOLE 0 0 0 238970 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 3337 61480 SH SOLE 0 0 0 61480 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1855 41230 SH SOLE 0 0 0 41230 FACEBOOK INC CL A 30303M102 281 1684 SH SOLE 0 0 0 1684 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 14113 352745 SH SOLE 0 0 0 352745 ISHARES TR ULTR SH TRM BD 46434V878 749 15000 SH SOLE 0 0 0 15000 ALPHABET INC CAP STK CL C 02079K107 336 289 SH SOLE 0 0 0 289 ISHARES U S ETF TR SHT MAT MUN ETF 46431W838 3243 65150 SH SOLE 0 0 0 65150 VANGUARD MUN BD FD INC TAX EXEMPT BD 922907746 357 6750 SH SOLE 0 0 0 6750 SWITCH INC CL A 87105L104 981 68000 SH SOLE 0 0 0 68000