$157 Million is the total value of Pacific Edge Advisors, LLC's 43 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | New | ISHARES TRcore s&p500 etf | $10,532,000 | – | 41,858 | +100.0% | 6.71% | – |
| EFA | New | ISHARES TRmsci eafe etf | $5,871,000 | – | 99,875 | +100.0% | 3.74% | – |
| SPMD | New | SPDR SERIES TRUST PORTFOLIOmd etf | $3,922,000 | – | 133,300 | +100.0% | 2.50% | – |
| IGSB | New | ISHARES TR1 3 yr cr bd etf | $3,382,000 | – | 65,500 | +100.0% | 2.15% | – |
| VXUS | New | VANGUARD STAR FDvg tl intl stk f | $2,526,000 | – | 53,500 | +100.0% | 1.61% | – |
| SPLG | New | SPDR SERIES TRUST PORTFOLIOlr etf | $1,767,000 | – | 60,500 | +100.0% | 1.12% | – |
| ICSH | New | ISHARES TRultr sh trm bd | $1,637,000 | – | 32,700 | +100.0% | 1.04% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $682,000 | – | 17,900 | +100.0% | 0.43% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $442,000 | – | 3,200 | +100.0% | 0.28% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-03-15
Signatures
The EDGAR filing(s) were signed by:
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.