Pacific Wealth Management as of March 31, 2022
Portfolio Holdings for Pacific Wealth Management
Pacific Wealth Management holds 16 positions in its portfolio as reported in the March 2022 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) | 46.4 | $52M | 115k | 451.64 | |
| Ishares Tr Core Div Grwth (DGRO) | 25.9 | $29M | 544k | 53.41 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.7 | $6.4M | 18k | 362.56 | |
| Ishares Tr Barclays 7 10 Yr (IEF) | 5.7 | $6.3M | 59k | 107.48 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 4.7 | $5.3M | 44k | 120.94 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 4.3 | $4.8M | 37k | 132.09 | |
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 4.2 | $4.7M | 35k | 134.60 | |
| General Dynamics Corporation (GD) | 0.9 | $993k | 4.1k | 241.25 | |
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.8 | $876k | 14k | 61.39 | |
| Qualcomm (QCOM) | 0.3 | $390k | 2.6k | 152.82 | |
| Apple (AAPL) | 0.2 | $276k | 1.6k | 174.68 | |
| ViaSat (VSAT) | 0.2 | $217k | 4.4k | 48.83 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $216k | 612.00 | 352.94 | |
| Sempra Energy (SRE) | 0.2 | $205k | 1.2k | 168.03 | |
| Tesla Motors (TSLA) | 0.2 | $204k | 189.00 | 1079.37 | |
| Onto Innovation (ONTO) | 0.2 | $203k | 2.3k | 86.86 |
