0001768887-21-000001.txt : 20210305 0001768887-21-000001.hdr.sgml : 20210305 20210305130057 ACCESSION NUMBER: 0001768887-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210305 DATE AS OF CHANGE: 20210305 EFFECTIVENESS DATE: 20210305 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: 21717581 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 12-31-2020 12-31-2020 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 03-05-2021 0 37 192063 false INFORMATION TABLE 2 20201231_XML.xml ISHARES TR CORE S&P MCP ETF 464287507 4406 19170 SH SOLE 0 0 0 19170 ISHARES TR CORE S&P SCP ETF 464287804 5448 59280 SH SOLE 0 0 0 59280 ISHARES TR CORE S&P500 ETF 464287200 11005 29315 SH SOLE 0 0 0 29315 AMAZON COM INC COM 023135106 1687 518 SH SOLE 0 0 0 518 HONEYWELL INTL INC COM 438516106 481 2261 SH SOLE 0 0 0 2261 ISHARES TR MSCI EAFE ETF 464287465 5705 78200 SH SOLE 0 0 0 78200 MICROSOFT CORP COM 594918104 1053 4733 SH SOLE 0 0 0 4733 CISCO SYS INC COM 17275R102 268 5985 SH SOLE 0 0 0 5985 HOME DEPOT INC COM 437076102 307 1156 SH SOLE 0 0 0 1156 JPMORGAN CHASE & CO COM 46625H100 375 2955 SH SOLE 0 0 0 2955 UNITEDHEALTH GROUP INC COM 91324P102 429 1222 SH SOLE 0 0 0 1222 APPLE INC COM 037833100 1313 9892 SH SOLE 0 0 0 9892 ALPHABET INC CAP STK CL A 02079K305 361 206 SH SOLE 0 0 0 206 PACIFIC PREMIER BANCORP COM 69478X105 1016 32432 SH SOLE 0 0 0 32432 SALESFORCE COM INC COM 79466L302 322 1449 SH SOLE 0 0 0 1449 SPDR SER TR NUVEEN BLMBRG SR 78468R739 6420 128950 SH SOLE 0 0 0 128950 BLACKSTONE MTG TR INC COM CL A 09257W100 12536 455363 SH SOLE 0 0 0 455363 ISHARES TR ISHS 1-5YR INVS 464288646 1751 31730 SH SOLE 0 0 0 31730 SPDR SER TR NUVEEN BRC MUNIC 78468R721 3199 60950 SH SOLE 0 0 0 60950 BROADCOM INC COM 11135F101 308 704 SH SOLE 0 0 0 704 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 11569 321275 SH SOLE 0 0 0 321275 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 64500 709182 SH SOLE 0 0 0 709182 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 11254 126445 SH SOLE 0 0 0 126445 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 409 13340 SH SOLE 0 0 0 13340 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 2467 48000 SH SOLE 0 0 0 48000 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 831 2419 SH SOLE 0 0 0 2419 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 10489 153850 SH SOLE 0 0 0 153850 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 4207 75080 SH SOLE 0 0 0 75080 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3382 52730 SH SOLE 0 0 0 52730 FACEBOOK INC CL A 30303M102 407 1489 SH SOLE 0 0 0 1489 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 10208 223625 SH SOLE 0 0 0 223625 ISHARES TR BLACKROCK ULTRA 46434V878 606 12000 SH SOLE 0 0 0 12000 ALPHABET INC CAP STK CL C 02079K107 471 269 SH SOLE 0 0 0 269 ISHARES U S ETF TR BLACKROCK SHORT 46431W838 2635 52450 SH SOLE 0 0 0 52450 PAYPAL HLDGS INC COM 70450Y103 222 946 SH SOLE 0 0 0 946 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 658 11930 SH SOLE 0 0 0 11930 SWITCH INC CL A 87105L104 9358 571668 SH SOLE 0 0 0 571668