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