| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 16 | Q3 2021 | 36.2% |
| SCHWAB STRATEGIC TR | 16 | Q3 2021 | 14.6% |
| SSGA ACTIVE ETF TR | 16 | Q3 2021 | 10.2% |
| BLACKSTONE MTG TR INC | 16 | Q3 2021 | 9.1% |
| SCHWAB STRATEGIC TR | 16 | Q3 2021 | 8.7% |
| SCHWAB STRATEGIC TR | 16 | Q3 2021 | 7.2% |
| SPDR SER TR | 16 | Q3 2021 | 4.5% |
| SCHWAB STRATEGIC TR | 16 | Q3 2021 | 10.0% |
| SCHWAB STRATEGIC TR | 16 | Q3 2021 | 7.3% |
| SPDR SER TR | 16 | Q3 2021 | 4.4% |
View Pacific Edge Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2021-10-13 |
| 13F-HR | 2021-07-09 |
| 13F-HR | 2021-05-17 |
| 13F-HR | 2021-03-05 |
| 13F-HR | 2020-10-16 |
| 13F-HR | 2020-08-13 |
| 13F-HR | 2020-05-11 |
| 13F-HR | 2020-01-22 |
| 13F-HR | 2019-10-17 |
| 13F-HR | 2019-08-14 |
View Pacific Edge Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.