Pacific Edge Advisors

Pacific Edge Advisors as of March 31, 2020

Portfolio Holdings for Pacific Edge Advisors

Pacific Edge Advisors holds 34 positions in its portfolio as reported in the March 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) 32.6 $46M 745k 61.25
Schwab International Equity ETF (SCHF) 11.9 $17M 647k 25.84
Ssga Active Etf Tr blkstn gsosrln (SRLN) 10.1 $14M 353k 40.01
Schwab U S Small Cap ETF (SCHA) 8.7 $12M 235k 51.52
Sch Us Mid-cap Etf etf (SCHM) 7.2 $10M 239k 42.16
Blackstone Mtg Tr (BXMT) 6.4 $9.0M 482k 18.62
Nuveen Barclays Shrt Term Muni bdfund (SHM) 3.0 $4.2M 86k 48.90
Schwab Strategic Tr cmn (SCHV) 2.8 $4.0M 89k 44.27
Schwab Strategic Tr us aggregate b (SCHZ) 2.4 $3.3M 62k 54.28
Ishares U S Etf Tr shr mat mu etf (MEAR) 2.3 $3.2M 65k 49.78
iShares S&P 500 Index (IVV) 1.9 $2.7M 11k 258.39
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 1.8 $2.5M 51k 50.00
Schwab Strategic Tr us dividend eq (SCHD) 1.3 $1.9M 41k 44.99
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 1.2 $1.6M 31k 52.35
Amazon (AMZN) 0.7 $987k 506.00 1950.59
Switch Inc cl a 0.7 $981k 68k 14.43
Microsoft Corporation (MSFT) 0.6 $808k 5.1k 157.63
Ishares Tr liquid inc etf (ICSH) 0.5 $749k 15k 49.93
iShares S&P MidCap 400 Index (IJH) 0.5 $712k 5.0k 143.84
Apple (AAPL) 0.5 $678k 2.7k 254.22
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB) 0.3 $357k 6.8k 52.89
UnitedHealth (UNH) 0.2 $342k 1.4k 249.63
Alphabet Inc Class C cs (GOOG) 0.2 $336k 289.00 1162.63
Honeywell International (HON) 0.2 $333k 2.5k 133.95
Cisco Systems (CSCO) 0.2 $281k 7.1k 39.37
Facebook Inc cl a (META) 0.2 $281k 1.7k 166.86
SPDR DJ Wilshire Mid Cap (SPMD) 0.2 $280k 11k 25.34
JPMorgan Chase & Co. (JPM) 0.2 $271k 3.0k 89.88
Schwab Emerging Markets Equity ETF (SCHE) 0.2 $266k 13k 20.72
salesforce (CRM) 0.2 $264k 1.8k 143.79
Alphabet Inc Class A cs (GOOGL) 0.2 $256k 220.00 1163.64
iShares MSCI EAFE Index Fund (EFA) 0.2 $250k 4.7k 53.53
Pacific Premier Ban (PPBI) 0.2 $248k 13k 18.82
Home Depot (HD) 0.2 $241k 1.3k 186.68