0001768887-20-000005.txt : 20201016
0001768887-20-000005.hdr.sgml : 20201016
20201016123416
ACCESSION NUMBER: 0001768887-20-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201016
DATE AS OF CHANGE: 20201016
EFFECTIVENESS DATE: 20201016
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: 201243447
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
09-30-2020
09-30-2020
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
949-718-4528
Jason Martinez
Corona Del Mar
CA
10-16-2020
0
36
173701
false
INFORMATION TABLE
2
20200930_XML.xml
Q2 2020 13F FILING
ISHARES TR
CORE S&P MCP ETF
464287507
3595
19400
SH
SOLE
0
0
0
19400
ISHARES TR
CORE S&P SCP ETF
464287804
4281
60950
SH
SOLE
0
0
0
60950
ISHARES TR
CORE S&P500 ETF
464287200
10272
30565
SH
SOLE
0
0
0
30565
ADOBE SYSTEMS INCORPORATED
COM
00724F101
214
436
SH
SOLE
0
0
0
436
AMAZON COM INC
COM
023135106
1590
505
SH
SOLE
0
0
0
505
HONEYWELL INTL INC
COM
438516106
381
2315
SH
SOLE
0
0
0
2315
ISHARES TR
MSCI EAFE ETF
464287465
4977
78200
SH
SOLE
0
0
0
78200
MICROSOFT CORP
COM
594918104
1032
4906
SH
SOLE
0
0
0
4906
CISCO SYS INC
COM
17275R102
236
5985
SH
SOLE
0
0
0
5985
HOME DEPOT INC
COM
437076102
321
1156
SH
SOLE
0
0
0
1156
JPMORGAN CHASE & CO
COM
46625H100
284
2955
SH
SOLE
0
0
0
2955
UNITEDHEALTH GROUP INC
COM
91324P102
396
1269
SH
SOLE
0
0
0
1269
APPLE INC
COM
037833100
1224
10568
SH
SOLE
0
0
0
10568
ALPHABET INC
CAP STK CL A
02079K305
322
220
SH
SOLE
0
0
0
220
PACIFIC PREMIER BANCORP
COM
69478X105
653
32432
SH
SOLE
0
0
0
32432
SALESFORCE COM INC
COM
79466L302
364
1449
SH
SOLE
0
0
0
1449
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
5448
109250
SH
SOLE
0
0
0
109250
BLACKSTONE MTG TR INC
COM CL A
09257W100
10351
471162
SH
SOLE
0
0
0
471162
ISHARES TR
ISHS 1-5YR INVS
464288646
1742
31730
SH
SOLE
0
0
0
31730
SPDR SER TR
NUVEEN BRC MUNIC
78468R721
2942
56650
SH
SOLE
0
0
0
56650
BROADCOM INC
COM
11135F101
267
732
SH
SOLE
0
0
0
732
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
10214
325275
SH
SOLE
0
0
0
325275
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
58396
724241
SH
SOLE
0
0
0
724241
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
8953
131045
SH
SOLE
0
0
0
131045
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
357
13340
SH
SOLE
0
0
0
13340
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
2472
48000
SH
SOLE
0
0
0
48000
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
8802
158650
SH
SOLE
0
0
0
158650
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
3975
70880
SH
SOLE
0
0
0
70880
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
3369
60930
SH
SOLE
0
0
0
60930
FACEBOOK INC
CL A
30303M102
406
1550
SH
SOLE
0
0
0
1550
SSGA ACTIVE ETF TR
BLKSTN GSOSRLN
78467V608
13078
292435
SH
SOLE
0
0
0
292435
ISHARES TR
ULTR SH TRM BD
46434V878
506
10000
SH
SOLE
0
0
0
10000
ALPHABET INC
CAP STK CL C
02079K107
406
276
SH
SOLE
0
0
0
276
ISHARES U S ETF TR
SHT MAT MUN ETF
46431W838
2582
51450
SH
SOLE
0
0
0
51450
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
531
9750
SH
SOLE
0
0
0
9750
SWITCH INC
CL A
87105L104
8762
561323
SH
SOLE
0
0
0
561323