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Home > Institutional Investor > Pacific Edge Advisors, Llc > Profile

Instuitional Investor - Pacific Edge Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Pacific Edge Advisors, Llc
Portfolio Value $205,582,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 680,375 $70,779,000 34.42%
2.
Schwab Strategic Trust
 FNDF 151,675 $15,183,000 7.38%
3.
Schwab Strategic Trust
 FNDF 338,260 $13,091,000 6.36%
4.
Schwab Strategic Trust
 FNDF 157,980 $12,111,000 5.89%
5.
Ssga Active Etf Tr
 237,055 $10,909,000 5.3%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)