0001852338-21-000001.txt : 20210322 0001852338-21-000001.hdr.sgml : 20210322 20210322123813 ACCESSION NUMBER: 0001852338-21-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210322 DATE AS OF CHANGE: 20210322 EFFECTIVENESS DATE: 20210322 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Pacific Wealth Management CENTRAL INDEX KEY: 0001852338 IRS NUMBER: 330910852 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21119 FILM NUMBER: 21760749 BUSINESS ADDRESS: STREET 1: 11512 EL CAMINO REAL STREET 2: SUITE 350 CITY: SAN DIEGO STATE: CA ZIP: 92130 BUSINESS PHONE: 858-509-9797 MAIL ADDRESS: STREET 1: 11512 EL CAMINO REAL STREET 2: SUITE 350 CITY: SAN DIEGO STATE: CA ZIP: 92130 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001852338 XXXXXXXX 12-31-2020 12-31-2020 Pacific Wealth Management
11512 EL CAMINO REAL SUITE 350 SAN DIEGO CA 92130
13F HOLDINGS REPORT 028-21119 N
Melanie Blakney Operations Manager 858-509-2337 Melanie Blakney San Diego CA 03-22-2021 0 11 159103310 false
INFORMATION TABLE 2 PacificWealthManagementLLC.xml 13F REPORT SPDR S&P 500 ETF TR TR UNIT 78462F103 29815 79746 SH SOLE 0 0 0 79746 INVESCO QQQ TR UNIT SER 1 46090E103 25867 82448 SH SOLE 0 0 0 82448 QUALCOMM INC COM 747525103 353 2319 SH SOLE 0 0 0 2319 ISHARES TR IBOXX INV CP ETF 464287242 20560 148847 SH SOLE 0 0 0 148847 APPLE INC COM 037833100 210 1580 SH SOLE 0 0 0 1580 GENERAL DYNAMICS CORP COM 369550108 546 3672 SH SOLE 0 0 0 3672 ISHARES TR CORE US AGGBD ET 464287226 26727 226136 SH SOLE 0 0 0 226136 VARIAN MED SYS INC COM 92220P105 400 2288 SH SOLE 0 0 0 2288 ISHARES TR MRGSTR MD CP GRW 464288307 1008 2636 SH SOLE 0 0 0 2636 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 27283 539406 SH SOLE 0 0 0 539406 ISHARES TR CORE DIV GRWTH 46434V621 24201 539965 SH SOLE 0 0 0 539965