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