Pacific Edge Advisors, LLC
Q3 2021 13F Holdings
- Locationcorona del mar, CA
- Num holdings
39
- Value ($000)
$205,582
- Date Filed 10/13/2021
- Form type13F-HR
- CIK 0001768887
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2021 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
S SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $70.78M | 34 % | 680,375 | ||
S SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $15.18M | 7 % | 151,675 | ||
S SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $13.09M | 6 % | 338,260 | ||
S SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | $12.11M | 6 % | 157,980 | ||
S SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 | $10.91M | 5 % | 237,055 | ||
I ISHARES TR | CORE S&P500 ETF | 464287200 | $10.43M | 5 % | 24,200 | ||
K SPDR SER TR | NUVEEN BLMBRG SR | 78468R739 | $9.24M | 5 % | 186,980 | ||
I ISHARES TR | CORE S&P SCP ETF | 464287804 | $6.19M | 3 % | 56,700 | ||
E ISHARES TR | MSCI EAFE ETF | 464287465 | $6.11M | 3 % | 78,300 | ||
S SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | $5.78M | 3 % | 106,450 |
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