0001768887-21-000002.txt : 20210517 0001768887-21-000002.hdr.sgml : 20210517 20210514184546 ACCESSION NUMBER: 0001768887-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210517 DATE AS OF CHANGE: 20210514 EFFECTIVENESS DATE: 20210517 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: 21926741 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 03-31-2021 03-31-2021 Pacific Edge Advisors, LLC

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

13F HOLDINGS REPORT 028-19441 N Jason Martinez 9497184528 Jason Martinez Corona Del Mar CA 05-14-2021 0 36 207653 false INFORMATION TABLE 2 20210331_XML.xml ISHARES TR CORE S&P MCP ETF 464287507 4846 18620 SH SOLE 0 0 0 18620 ISHARES TR CORE S&P SCP ETF 464287804 6213 57250 SH SOLE 0 0 0 57250 ISHARES TR CORE S&P500 ETF 464287200 11238 28250 SH SOLE 0 0 0 28250 AMAZON COM INC COM 023135106 2002 647 SH SOLE 0 0 0 647 HONEYWELL INTL INC COM 438516106 420 1937 SH SOLE 0 0 0 1937 ISHARES TR MSCI EAFE ETF 464287465 6016 79300 SH SOLE 0 0 0 79300 MICROSOFT CORP COM 594918104 1081 4583 SH SOLE 0 0 0 4583 HOME DEPOT INC COM 437076102 353 1156 SH SOLE 0 0 0 1156 JPMORGAN CHASE & CO COM 46625H100 267 1755 SH SOLE 0 0 0 1755 UNITEDHEALTH GROUP INC COM 91324P102 455 1222 SH SOLE 0 0 0 1222 APPLE INC COM 037833100 1208 9892 SH SOLE 0 0 0 9892 ALPHABET INC CAP STK CL A 02079K305 425 206 SH SOLE 0 0 0 206 PACIFIC PREMIER BANCORP COM 69478X105 991 22803 SH SOLE 0 0 0 22803 SALESFORCE COM INC COM 79466L302 307 1449 SH SOLE 0 0 0 1449 SPDR SER TR NUVEEN BLMBRG SR 78468R739 7128 143820 SH SOLE 0 0 0 143820 BLACKSTONE MTG TR INC COM CL A 09257W100 14004 451726 SH SOLE 0 0 0 451726 ISHARES TR ISHS 1-5YR INVS 464288646 1754 32080 SH SOLE 0 0 0 32080 SPDR SER TR NUVEEN BRC MUNIC 78468R721 2890 55950 SH SOLE 0 0 0 55950 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 12889 342605 SH SOLE 0 0 0 342605 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 69588 724653 SH SOLE 0 0 0 724653 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 13658 137035 SH SOLE 0 0 0 137035 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 456 14340 SH SOLE 0 0 0 14340 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2442 47600 SH SOLE 0 0 0 47600 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 881 2419 SH SOLE 0 0 0 2419 SHOPIFY INC CL A 82509L107 305 276 SH SOLE 0 0 0 276 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 11872 159510 SH SOLE 0 0 0 159510 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 5069 93960 SH SOLE 0 0 0 93960 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3295 45180 SH SOLE 0 0 0 45180 FACEBOOK INC CL A 30303M102 439 1489 SH SOLE 0 0 0 1489 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 11309 247245 SH SOLE 0 0 0 247245 ISHARES TR BLACKROCK ULTRA 46434V878 354 7000 SH SOLE 0 0 0 7000 ALPHABET INC CAP STK CL C 02079K107 556 269 SH SOLE 0 0 0 269 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 2862 56950 SH SOLE 0 0 0 56950 PAYPAL HLDGS INC COM 70450Y103 230 946 SH SOLE 0 0 0 946 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 723 13230 SH SOLE 0 0 0 13230 SWITCH INC CL A 87105L104 9127 561323 SH SOLE 0 0 0 561323