PE

Pacific Edge Advisors, LLC

13F
Pacific Edge Advisors, LLC
Last update 2021-10-13 39 Stocks (2 new)
Value $206.00 Mil Turnover 8 %
Countries:
Top Holdings: SCHX(34.43%)SCHA(7.39%)SCHF(6.37%)SCHM(5.89%)SRLN(5.31%)
Summary Stock Picks Current Portfolio
Pacific Edge Advisors, LLC Top Holdings of 2021-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHX
Schwab U.S. Large-Cap ETF
1,360,750
70,779.0
+1.61%
34.430
+0.55%
0.110
+18.71%
+8.37%
57,603.9
 
SCHA
Schwab U.S. Small-Cap ETF
303,350
15,183.0
+6.46%
7.390
+0.45%
0.040
+19.24%
+2.59%
18,057.6
 
SCHF
Schwab International Equity ETF
338,260
13,091.0
+4.34%
6.370
+0.27%
0.040
+13.00%
+22.65%
50,258.3
 
SCHM
Schwab U.S. Mid-Cap ETF
157,980
12,111.0
+6.32%
5.890
+0.35%
0.120
+16.95%
+5.09%
12,009.1
 
SRLN
SPDR Blackstone Senior Loan ETF
237,055
10,909.0
+3.18%
5.310
+0.16%
0.100
+2.44%
-0.22%
7,060.1
 
IVV
iShares Core S&P 500 ETF
24,200
10,426.0
-2.42%
5.070
-0.13%
0.000
+18.50%
+8.26%
642,209.1
 
SHM
SPDR Nuveen Bloomberg Short Term Municipal Bond ET
SPDR Nuveen Bloomberg Short Term Municipal Bond ET
186,980
9,237.0
+15.43%
4.490
+0.60%
0.180
+1.66%
+1.08%
3,412.9
 
IJR
iShares Core S&P Small-Cap ETF
56,700
6,191.0
+0.71%
3.010
+0.02%
0.010
+16.61%
-0.93%
83,183.4
 
EFA
iShares MSCI EAFE ETF
78,300
6,108.0
+0.38%
2.970
+0.01%
0.010
+10.74%
+21.07%
66,015.9
 
SCHZ
Schwab US Aggregate Bond ETF
106,450
5,776.0
+3.40%
2.810
+0.09%
0.070
+0.70%
+1.50%
8,612.4
 

Pacific Edge Advisors, LLC's Historical Top Holdings Breakdowns

Pacific Edge Advisors, LLC Total Holding History ($B)

To

Pacific Edge Advisors, LLC's Asset Allocation

To

Pacific Edge Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Pacific Edge Advisors, LLC's Hypothetical Growth since 2021-09-30

Pacific Edge Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Pacific Edge Advisors, LLC's Holdings Heat Map

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Pacific Edge Advisors, LLC's Holdings Bubble Chart

Pacific Edge Advisors, LLC News

  • 1

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