Pacific Edge Advisors

Latest statistics and disclosures from Pacific Edge Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Pacific Edge Advisors, LLC consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Pacific Edge Advisors

Companies in the Pacific Edge Advisors portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 33.6 $58M 724k 80.63
Ssga Active Etf Tr Blkstn Gsosrln (SRLN) 7.5 $13M 292k 44.72
Blackstone Mtg Tr Com Cl A (BXMT) 6.0 $10M 471k 21.97
Ishares Tr Core S&p500 Etf (IVV) 5.9 $10M -3% 31k 336.07
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.9 $10M -8% 325k 31.40
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 5.2 $9.0M -11% 131k 68.32
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 5.1 $8.8M -8% 159k 55.48
Switch Cl A (SWCH) 5.0 $8.8M 561k 15.61
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 3.1 $5.4M 109k 49.87
Ishares Tr Msci Eafe Etf (EFA) 2.9 $5.0M -4% 78k 63.64
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $4.3M -5% 61k 70.24
Schwab Strategic Tr Us Aggregate B (SCHZ) 2.3 $4.0M +5% 71k 56.08
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $3.6M -3% 19k 185.31
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.9 $3.4M -5% 61k 55.29

Setup an alert

Pacific Edge Advisors will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Spdr Ser Tr Nuveen Brc Munic (TFI) 1.7 $2.9M 57k 51.93
Ishares U S Etf Tr Sht Mat Mun Etf (MEAR) 1.5 $2.6M -16% 52k 50.18
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.4 $2.5M NEW 48k 51.50
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.0 $1.7M 32k 54.90
Amazon (AMZN) 0.9 $1.6M 505.00 3148.51
Apple (AAPL) 0.7 $1.2M +299% 11k 115.82
Microsoft Corporation (MSFT) 0.6 $1.0M -2% 4.9k 210.35
Pacific Premier Ban (PPBI) 0.4 $653k 32k 20.13
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $531k +21% 9.8k 54.46
Ishares Tr Ultr Sh Trm Bd (ICSH) 0.3 $506k -50% 10k 50.60
Facebook Cl A (FB) 0.2 $406k 1.6k 261.94
Alphabet Cap Stk Cl C (GOOG) 0.2 $406k 276.00 1471.01
UnitedHealth (UNH) 0.2 $396k 1.3k 312.06
Honeywell International (HON) 0.2 $381k 2.3k 164.58
salesforce (CRM) 0.2 $364k 1.4k 251.21
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.2 $357k 13k 26.76
Alphabet Cap Stk Cl A (GOOGL) 0.2 $322k 220.00 1463.64
Home Depot (HD) 0.2 $321k 1.2k 277.68
JPMorgan Chase & Co. (JPM) 0.2 $284k 3.0k 96.11
Broadcom (AVGO) 0.2 $267k 732.00 364.75
Cisco Systems (CSCO) 0.1 $236k 6.0k 39.43
Adobe Systems Incorporated (ADBE) 0.1 $214k NEW 436.00 490.83

Past Filings by Pacific Edge Advisors

SEC 13F filings are viewable for Pacific Edge Advisors going back to 2018