0001768887-20-000004.txt : 20200813
0001768887-20-000004.hdr.sgml : 20200813
20200812190455
ACCESSION NUMBER: 0001768887-20-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200813
DATE AS OF CHANGE: 20200812
EFFECTIVENESS DATE: 20200813
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: 201096600
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
06-30-2020
06-30-2020
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
9497184528
Jason MArtinez
Corona Del Mar
CA
08-12-2020
0
34
169493
false
INFORMATION TABLE
2
20200630_XML.xml
ISHARES TR
CORE S&P MCP ETF
464287507
3592
20200
SH
SOLE
0
0
0
20200
ISHARES TR
CORE S&P SCP ETF
464287804
4424
64780
SH
SOLE
0
0
0
64780
ISHARES TR
CORE S&P500 ETF
464287200
9831
31745
SH
SOLE
0
0
0
31745
AMAZON COM INC
COM
023135106
1396
506
SH
SOLE
0
0
0
506
HONEYWELL INTL INC
COM
438516106
335
2315
SH
SOLE
0
0
0
2315
ISHARES TR
MSCI EAFE ETF
464287465
4991
82000
SH
SOLE
0
0
0
82000
MICROSOFT CORP
COM
594918104
1023
5026
SH
SOLE
0
0
0
5026
CISCO SYS INC
COM
17275R102
279
5985
SH
SOLE
0
0
0
5985
HOME DEPOT INC
COM
437076102
290
1156
SH
SOLE
0
0
0
1156
JPMORGAN CHASE & CO
COM
46625H100
278
2955
SH
SOLE
0
0
0
2955
UNITEDHEALTH GROUP INC
COM
91324P102
374
1269
SH
SOLE
0
0
0
1269
APPLE INC
COM
037833100
966
2647
SH
SOLE
0
0
0
2647
ALPHABET INC
CAP STK CL A
02079K305
312
220
SH
SOLE
0
0
0
220
PACIFIC PREMIER BANCORP
COM
69478X105
703
32432
SH
SOLE
0
0
0
32432
SALESFORCE COM INC
COM
79466L302
271
1449
SH
SOLE
0
0
0
1449
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
5392
108130
SH
SOLE
0
0
0
108130
BLACKSTONE MTG TR INC
COM CL A
09257W100
11566
480105
SH
SOLE
0
0
0
480105
ISHARES TR
SH TR CRPORT ETF
464288646
1709
31230
SH
SOLE
0
0
0
31230
SPDR SER TR
NUVEEN BRC MUNIC
78468R721
2919
56500
SH
SOLE
0
0
0
56500
BROADCOM INC
COM
11135F101
231
732
SH
SOLE
0
0
0
732
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
10588
355915
SH
SOLE
0
0
0
355915
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
53580
723080
SH
SOLE
0
0
0
723080
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
9654
147755
SH
SOLE
0
0
0
147755
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
325
13340
SH
SOLE
0
0
0
13340
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
9152
173930
SH
SOLE
0
0
0
173930
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
3794
67460
SH
SOLE
0
0
0
67460
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
3334
64430
SH
SOLE
0
0
0
64430
FACEBOOK INC
CL A
30303M102
352
1550
SH
SOLE
0
0
0
1550
SSGA ACTIVE ETF TR
BLKSTN GSOSRLN
78467V608
12885
297015
SH
SOLE
0
0
0
297015
ISHARES TR
ULTR SH TRM BD
46434V878
1011
20000
SH
SOLE
0
0
0
20000
ALPHABET INC
CAP STK CL C
02079K107
390
276
SH
SOLE
0
0
0
276
ISHARES U S ETF TR
SHT MAT MUN ETF
46431W838
3107
61950
SH
SOLE
0
0
0
61950
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
436
8050
SH
SOLE
0
0
0
8050
SWITCH INC
CL A
87105L104
10003
561323
SH
SOLE
0
0
0
561323