Pacific Wealth Management as of Dec. 31, 2020
Portfolio Holdings for Pacific Wealth Management
Pacific Wealth Management holds 11 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 19.0 | $30M | 80k | 373.87 | |
| Invesco Actively Managed Etf Ultra Shrt Dur (GSY) | 17.4 | $27M | 539k | 50.58 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 17.0 | $27M | 226k | 118.19 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 16.5 | $26M | 82k | 313.74 | |
| Ishares Tr Core Div Grwth (DGRO) | 15.4 | $24M | 540k | 44.82 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 13.1 | $21M | 149k | 138.13 | |
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.6 | $1.0M | 2.6k | 382.40 | |
| General Dynamics Corporation (GD) | 0.3 | $546k | 3.7k | 148.69 | |
| Varian Medical Systems | 0.3 | $400k | 2.3k | 174.83 | |
| Qualcomm (QCOM) | 0.2 | $353k | 2.3k | 152.22 | |
| Apple (AAPL) | 0.1 | $210k | 1.6k | 132.91 |
