0001768887-19-000010.txt : 20190515
0001768887-19-000010.hdr.sgml : 20190515
20190515135116
ACCESSION NUMBER: 0001768887-19-000010
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190515
DATE AS OF CHANGE: 20190515
EFFECTIVENESS DATE: 20190515
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: 19826955
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
03-31-2019
03-31-2019
Pacific Edge Advisors, LLC
2101 E. COAST HWY
SUITE 215
CORONA DEL MAR
CA
92625
13F HOLDINGS REPORT
028-19441
N
Heidi Benavidez
Managing Partner
(949) 718-4527
Heidi Benavidez
Corona Del Mar
CA
05-15-2019
0
43
165065
false
INFORMATION TABLE
2
20190331upload13f.xml
ALPHABET INC CAP STK
CL C
02079K305
232
197
SH
SOLE
197
0
0
ALPHABET INC CAP STK
CL A
02079K107
312
266
SH
SOLE
266
0
0
AMAZON COM INC
COM
023135106
750
421
SH
SOLE
421
0
0
APPLE INC
COM
037833100
367
1933
SH
SOLE
1933
0
0
BANK AMER CORP
COM
060505104
272
9870
SH
SOLE
9870
0
0
BLACKSTONE MTG TR INC
COM CL A
09257W100
13387
387357
SH
SOLE
387357
0
0
BROADCOM INC
COM
11135F101
203
676
SH
SOLE
676
0
0
CISCO SYS INC
COM
17275R102
379
7022
SH
SOLE
7022
0
0
FACEBOOK INC
CL A
30303M102
280
1679
SH
SOLE
1679
0
0
HOME DEPOT INC
COM
437076102
224
1165
SH
SOLE
1165
0
0
HONEYWELL INTL INC
COM
438516106
312
1966
SH
SOLE
1966
0
0
ISHARES TR
CORE S&P500 ETF
464287200
10329
36298
SH
SOLE
36298
0
0
ISHARES TR
ULTR SH TRM BD
46434V878
1268
25200
SH
SOLE
25200
0
0
ISHARES TR
MSCI EAFE ETF
464287465
3668
56545
SH
SOLE
56545
0
0
ISHARES TR
EAFE SML CP ETF
464288273
374
6515
SH
SOLE
6515
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
878
20450
SH
SOLE
20450
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
555
2930
SH
SOLE
2930
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
4025
52170
SH
SOLE
52170
0
0
ISHARES U S ETF TR
SHT MAT MUN ETF
46431W838
4562
91150
SH
SOLE
91150
0
0
ISHARES TR
1 3 YR CR BD ETF
464288646
4223
79950
SH
SOLE
79950
0
0
JPMORGAN CHASE & CO
COM
46625H100
439
4337
SH
SOLE
4337
0
0
MICROSOFT CORP
COM
594918104
566
4800
SH
SOLE
4800
0
0
PACIFIC PREMIER BANCORP
COM
69478X105
350
13174
SH
SOLE
13174
0
0
PIMCO ETF TR
SHTRM MUN BD ACT
72201R874
554
11000
SH
SOLE
11000
0
0
RAYTHEON CO
COM NEW
755111507
200
1097
SH
SOLE
1097
0
0
SALESFORCE COM INC
COM
79466L302
237
1499
SH
SOLE
1499
0
0
SCHWAB STRATEGIC TR
EMRG MKTEQ ETF
808524706
534
20540
SH
SOLE
20540
0
0
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
14394
459740
SH
SOLE
459740
0
0
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
35346
522799
SH
SOLE
522799
0
0
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
5869
107210
SH
SOLE
107210
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
7229
130510
SH
SOLE
130510
0
0
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
7113
101720
SH
SOLE
101720
0
0
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
12010
231500
SH
SOLE
231500
0
0
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
1960
37490
SH
SOLE
37490
0
0
SSGA ACTIVE ETF TR
BLKSTN GSOSRLN
78467V608
14619
317455
SH
SOLE
317455
0
0
SPDR SER TR
NUVEEN BRC MUNIC
78468R721
2045
41500
SH
SOLE
41500
0
0
SPDR SER TR
NUVEEN BLMBRG SR
78468R739
5155
106340
SH
SOLE
106340
0
0
SPDR SERIES TRUST PORTFOLIO
LR ETF
78464A854
1944
58500
SH
SOLE
58500
0
0
SPDR SERIES TRUST PORTFOLIO
MD ETF
78464A847
3926
117800
SH
SOLE
117800
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
437
1768
SH
SOLE
1768
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
563
13250
SH
SOLE
13250
0
0
VANGUARD MUN BD FD INC
TAX EXEMPT BD
922907746
889
17040
SH
SOLE
17040
0
0
VANGUARD STAR FD
VG TL INTL STK F
921909768
2086
40200
SH
SOLE
40200
0
0