Pacific Wealth Management as of Dec. 31, 2021
Portfolio Holdings for Pacific Wealth Management
Pacific Wealth Management holds 13 positions in its portfolio as reported in the December 2021 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) | 42.5 | $56M | 118k | 474.96 | |
| Ishares Tr Core Div Grwth (DGRO) | 22.9 | $30M | 542k | 55.58 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.2 | $12M | 30k | 397.85 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 8.6 | $11M | 85k | 132.52 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 5.1 | $6.7M | 58k | 114.99 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 4.0 | $5.3M | 36k | 148.19 | |
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 3.9 | $5.1M | 34k | 148.41 | |
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 2.5 | $3.3M | 47k | 69.56 | |
| General Dynamics Corporation (GD) | 0.7 | $858k | 4.1k | 208.45 | |
| Qualcomm (QCOM) | 0.3 | $424k | 2.3k | 182.84 | |
| Apple (AAPL) | 0.2 | $281k | 1.6k | 177.85 | |
| Onto Innovation (ONTO) | 0.2 | $237k | 2.3k | 101.41 | |
| Home Depot (HD) | 0.2 | $208k | 500.00 | 416.00 |
