0001304762-16-000007.txt : 20160711
0001304762-16-000007.hdr.sgml : 20160711
20160711160342
ACCESSION NUMBER: 0001304762-16-000007
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160630
FILED AS OF DATE: 20160711
DATE AS OF CHANGE: 20160711
EFFECTIVENESS DATE: 20160711
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PacWest Financial Management Inc
CENTRAL INDEX KEY: 0001304762
IRS NUMBER: 860859834
STATE OF INCORPORATION: AZ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-11444
FILM NUMBER: 161762155
BUSINESS ADDRESS:
STREET 1: 1643 E BETHANY HOME RD
CITY: PHOENIX
STATE: AZ
ZIP: 85016
BUSINESS PHONE: 602-997-8882
MAIL ADDRESS:
STREET 1: 1643 E BETHANY HOME RD
CITY: PHOENIX
STATE: AZ
ZIP: 85016
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
false
0001304762
XXXXXXXX
06-30-2016
06-30-2016
PacWest Financial Management Inc
1643 E BETHANY HOME RD
PHOENIX
AZ
85016
13F HOLDINGS REPORT
028-11444
N
Elliot Kauffman
Chief Compliance Officer
602-997-8882
Elliot Kauffman
Phoenix
AZ
07-11-2016
0
81
160078
false
INFORMATION TABLE
2
13fQ2-2016.xlsx.xml
3M Company
COM
88579Y101
2753
15723
SH
SOLE
15723
0
0
Abbott Laboratories
COM
02824100
946
24075
SH
SOLE
24075
0
0
Abbvie Inc
COM
00287Y109
2096
33863
SH
SOLE
33863
0
0
Accenture Ltd Cl A
SHS CLASS A
G1151C101
2079
18353
SH
SOLE
18353
0
0
Alphabet Inc Class A
COM
02079K305
702
998
SH
SOLE
998
0
0
Alphabet Inc Class C
COM
02079K107
1071
1548
SH
SOLE
1548
0
0
Alphatec Holdings Inc
COM
02081G102
34
96775
SH
SOLE
96775
0
0
American Express Company
COM
025816109
920
15143
SH
SOLE
15143
0
0
Amgen Incorporated
COM
031162100
1744
11465
SH
SOLE
11465
0
0
Amphenol Corp Cl A
CL A
032095101
1766
30800
SH
SOLE
30800
0
0
Apple Computer Inc
COM
037833100
2963
30997
SH
SOLE
30997
0
0
Bank Of New York Co Inc
COM
064058100
1408
36230
SH
SOLE
36230
0
0
BCE Inc
COM NEW
05534B760
1931
40820
SH
SOLE
40820
0
0
Becton Dickinson Co
COM
075887109
1944
11460
SH
SOLE
11460
0
0
Berkshire Hathaway Cl B n
CL B NEW
084670702
2344
16189
SH
SOLE
16189
0
0
Blackrock Inc
COM
09247X101
2619
7645
SH
SOLE
7645
0
0
C H Robinson Worldwd New
COM NEW
12541W209
1457
19624
SH
SOLE
19624
0
0
Cerner Corp
COM
156782104
1597
27260
SH
SOLE
27260
0
0
Chevron-Texaco Corp
COM
166764100
1368
13049
SH
SOLE
13049
0
0
China Mobile Ltd Spons
SPONSORED ADR
16941M109
1608
27772
SH
SOLE
27772
0
0
Church & Dwight Inc
COM
171340102
1772
17222
SH
SOLE
17222
0
0
Cisco Systems Inc
COM
17275R102
2134
74385
SH
SOLE
74385
0
0
Coca Cola Company
COM
191216100
501
11047
SH
SOLE
11047
0
0
Colgate Palmolive
COM
194162103
282
3848
SH
SOLE
3848
0
0
Consolidated Edison Inc
COM
209115104
201
2493
SH
SOLE
2493
0
0
Costco Companies Inc
COM
22160K105
1914
12185
SH
SOLE
12185
0
0
Dollar Tree Stores
COM
256746108
1865
19788
SH
SOLE
19788
0
0
Emerson Electric Co
COM
291011104
1578
30255
SH
SOLE
30255
0
0
Exxon Mobil Corporation
COM
30231G102
2238
23869
SH
SOLE
23869
0
0
Facebook Inc Com Cl A
COM
30303M102
1178
10310
SH
SOLE
10310
0
0
Fastenal Co
COM
311900104
1636
36845
SH
SOLE
36845
0
0
General Electric Company
COM
369604103
2801
88969
SH
SOLE
88969
0
0
General Mills Inc
COM
370334104
2089
29296
SH
SOLE
29296
0
0
Gilead Sciences Inc
COM
375558103
1341
16070
SH
SOLE
16070
0
0
Home Depot Inc
COM
437076102
2676
20955
SH
SOLE
20955
0
0
Illinois Tool Works Inc
COM
452308109
466
4470
SH
SOLE
4470
0
0
Intel Corp
COM
458140100
3213
97953
SH
SOLE
97953
0
0
Intl Business Machines
COM
459200101
477
3145
SH
SOLE
3145
0
0
Ishares 1-3yr Corp Bond E
1-3 YR CR BD ETF
464288646
525
4950
SH
SOLE
4950
0
0
Ishares Tr S&P Smallcap
CORE S&P SCP ETF
464287804
6037
51950
SH
SOLE
51950
0
0
Ishares TRUST S&P
CORE S&P500 ETF
464287200
3666
17418
SH
SOLE
17418
0
0
Johnson & Johnson
COM
478160104
3244
26746
SH
SOLE
26746
0
0
Kimberly-Clark Corp
COM
494368103
266
1932
SH
SOLE
1932
0
0
Mastercard Inc Cl A
CL A
57636Q104
1463
16610
SH
SOLE
16610
0
0
Medtronic Inc
COM
585055106
1907
21973
SH
SOLE
21973
0
0
Merck & Co Inc
COM
58933Y105
2035
35319
SH
SOLE
35319
0
0
Microsoft Corp
COM
594918104
4460
87156
SH
SOLE
87156
0
0
Mid Cap S P D R TRUST
COM
595635103
1983
7285
SH
SOLE
7285
0
0
NextEra Energy Inc
COM
65339F101
2055
15760
SH
SOLE
15760
0
0
Nike Inc Class B
CL B
654106103
1442
26120
SH
SOLE
26120
0
0
Novartis A G Spon Adr
SPONSORED ADR
66987V109
514
6229
SH
SOLE
6229
0
0
Novo-Nordisk A-S Adr
ADR
670100205
2180
40535
SH
SOLE
40535
0
0
Pfizer Incorporated
COM
717081103
2155
61201
SH
SOLE
61201
0
0
Praxair Inc
COM
74005P104
1596
14198
SH
SOLE
14198
0
0
Procter & Gamble Co
COM
742718109
2024
23903
SH
SOLE
23903
0
0
Royal Bank Of Canada
COM
780087102
2062
34904
SH
SOLE
34904
0
0
Schlumberger Ltd
COM
806857108
1590
20110
SH
SOLE
20110
0
0
Sector Spdr Tr Shs Ben I
TECHNOLOGY
81369Y803
285
6580
SH
SOLE
6580
0
0
Select Sector Spdr Tr He
SBI HEALTHCARE
81369Y209
216
3010
SH
SOLE
3010
0
0
SPDR Regional Bank ETF
S&P REGL BKG
78464A698
1123
29245
SH
SOLE
29245
0
0
Spdr Ser Tr Nuveen Barcl
NUVN BR SHT MUNI
78464A425
1176
23954
SH
SOLE
23954
0
0
SPDR Short Term Corp Bond
BARC SHT TR CP
78464A474
3017
98025
SH
SOLE
98025
0
0
Starbucks Corp
COM
855244109
2354
41212
SH
SOLE
41212
0
0
Stryker Corp
COM
863667101
1684
14050
SH
SOLE
14050
0
0
T J X Cos Inc
COM
872540109
3978
51513
SH
SOLE
51513
0
0
The Southern Company
COM
842587107
1520
28340
SH
SOLE
28340
0
0
Thermo Fisher Scientific
COM
883556102
1480
10018
SH
SOLE
10018
0
0
Travelcenters Amer Llc
COM
894174101
0
40000
SH
SOLE
40000
0
0
U S Bancorp Del New
COM NEW
902973304
2045
50704
SH
SOLE
50704
0
0
United Technologies Corp
COM
913017109
2109
20564
SH
SOLE
20564
0
0
V F Corporation
COM
918204108
3254
52922
SH
SOLE
52922
0
0
Vanguard Corp Bond ETF
SHRT TRM CORP BD
92206C409
7010
86709
SH
SOLE
86709
0
0
Vanguard Div Apprciation
DIV APP ETF
921908844
1162
13957
SH
SOLE
13957
0
0
Vanguard High Dividend Yl
HIGH DIV YLD
921946406
859
12020
SH
SOLE
12020
0
0
Vanguard IT Corp Bond ETF
INT-TERM CORP
92206C870
7599
84985
SH
SOLE
84985
0
0
Vanguard Total Stock Mkt
TOTAL STOCK MKT
922908769
211
1967
SH
SOLE
1967
0
0
Verizon Communications
COM
92343V104
3869
69294
SH
SOLE
69294
0
0
Waste Management
COM
94106L109
349
5266
SH
SOLE
5266
0
0
Wells Fargo & Co New
COM
949746101
2201
46495
SH
SOLE
46495
0
0
WisdomTree Europe Hedged
EUROPE HEDGED EQ
97717X701
4052
80188
SH
SOLE
80188
0
0
WisdomTree Intl Hedged Di
INTL HDG QTLY DIV
97717X594
5613
218820
SH
SOLE
218820
0
0