0001304762-16-000005.txt : 20160115 0001304762-16-000005.hdr.sgml : 20160115 20160115145307 ACCESSION NUMBER: 0001304762-16-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160115 DATE AS OF CHANGE: 20160115 EFFECTIVENESS DATE: 20160115 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: 161345076 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 false false 0001304762 XXXXXXXX 12-31-2015 12-31-2015 PacWest Financial Management Inc
1643 E BETHANY HOME RD PHOENIX AZ 85016
13F HOLDINGS REPORT 028-11444 N
Lucy Lee Office Manager 602-997-8882 Lucy Lee Phoenix AZ 01-15-2016 0 87 149405 false
INFORMATION TABLE 2 13fQ4-2015.xml 3M CO COM 88579Y101 2498 16580 SH SOLE 16580 0 0 ABBOTT LABS COM 002824100 1173 26120 SH SOLE 26120 0 0 ABBVIE INC COM 00287Y109 1978 33396 SH SOLE 33396 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2106 20152 SH SOLE 20152 0 0 AMERICAN EXPRESS CO COM 025816109 1080 15523 SH SOLE 15523 0 0 AMGEN INC COM 031162100 1907 11750 SH SOLE 11750 0 0 AMPHENOL CORP NEW CL A 032095101 1936 37070 SH SOLE 37070 0 0 APPLE INC COM 037833100 2998 28478 SH SOLE 28478 0 0 BANK NEW YORK MELLON CORP COM 064058100 1463 35490 SH SOLE 35490 0 0 BCE INC COM NEW 05534B760 1475 38200 SH SOLE 38200 0 0 BECTON DICKINSON & CO COM 075887109 1811 11750 SH SOLE 11750 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2952 22359 SH SOLE 22359 0 0 BLACKROCK INC COM 09247X101 2232 6554 SH SOLE 6554 0 0 CLAYMORE EXCHANGE TRD FD TR GUGG CRP BD 2017 18383M548 521 23150 SH SOLE 23150 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 1295 20874 SH SOLE 20874 0 0 CERNER CORP COM 156782104 1731 28775 SH SOLE 28775 0 0 CHEVRON CORP NEW COM 166764100 1572 17470 SH SOLE 17470 0 0 CHINA MOBILE LIMITED SPONSORED ADR 16941M109 1533 27209 SH SOLE 27209 0 0 CHURCH & DWIGHT INC COM 171340102 1570 18502 SH SOLE 18502 0 0 CISCO SYS INC COM 17275R102 2260 83213 SH SOLE 83213 0 0 COCA COLA CO COM 191216100 520 12107 SH SOLE 12107 0 0 COLGATE PALMOLIVE CO COM 194162103 273 4100 SH SOLE 4100 0 0 COSTCO WHSL CORP NEW COM 22160K105 2058 12740 SH SOLE 12740 0 0 DOLLAR TREE INC COM 256746108 1735 22465 SH SOLE 22465 0 0 EMERSON ELEC CO COM 291011104 1460 30535 SH SOLE 30535 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 1547 17702 SH SOLE 17702 0 0 EXXON MOBIL CORP COM 30231G102 1946 24960 SH SOLE 24960 0 0 FASTENAL CO COM 311900104 1511 37005 SH SOLE 37005 0 0 GENERAL ELECTRIC CO COM 369604103 2950 94701 SH SOLE 94701 0 0 GENERAL MLS INC COM 370334104 833 14440 SH SOLE 14440 0 0 GILEAD SCIENCES INC COM 375558103 1563 15445 SH SOLE 15445 0 0 GOOGLE INC CL A 38259P508 812 1044 SH SOLE 1044 0 0 GOOGLE INC CL C 38259P706 1108 1460 SH SOLE 1460 0 0 HERSHEY CO COM 427866108 1326 14850 SH SOLE 14850 0 0 HOME DEPOT INC COM 437076102 2729 20637 SH SOLE 20637 0 0 HSBC HLDGS PLC SPON ADR NEW 404280406 354 8975 SH SOLE 8975 0 0 ILLINOIS TOOL WORKS INC. COM 452308109 393 4245 SH SOLE 4245 0 0 INTEL CORP COM 458140100 2983 86582 SH SOLE 86582 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1923 13973 SH SOLE 13973 0 0 ISHARES 1-3 YR CR BD ETF 464288646 1105 10564 SH SOLE 10564 0 0 ISHARES CORE S&P SCP ETF 464287804 5757 52281 SH SOLE 52281 0 0 ISHARES CORE S&P500 ETF 464287200 3103 15148 SH SOLE 15148 0 0 JOHNSON & JOHNSON COM 478160104 3179 30951 SH SOLE 30951 0 0 KIMBERLY CLARK CORP COM 494368103 262 2062 SH SOLE 2062 0 0 MASTERCARD INC CL A 57636Q104 1686 17315 SH SOLE 17315 0 0 MEDTRONIC INC COM 585055106 1076 13995 SH SOLE 13995 0 0 MERCK & CO INC NEW COM 58933Y105 1896 35889 SH SOLE 35889 0 0 MICROSOFT CORP COM 594918104 5096 91847 SH SOLE 91847 0 0 MOHAWK INDS INC COM 608190104 390 2057 SH SOLE 2057 0 0 NEXTERA ENERGY INC COM 65339F101 1668 16052 SH SOLE 16052 0 0 NOVARTIS A G SPONSORED ADR 66987V109 663 7705 SH SOLE 7705 0 0 NOVO-NORDISK A S ADR 670100205 2412 41532 SH SOLE 41532 0 0 ORACLE CORP COM 68389X105 338 9245 SH SOLE 9245 0 0 PEPSICO INC COM 713448108 293 2937 SH SOLE 2937 0 0 PFIZER INC COM 717081103 2103 65140 SH SOLE 65140 0 0 PRAXAIR INC COM 74005P104 1411 13782 SH SOLE 13782 0 0 PROCTER & GAMBLE CO COM 742718109 1889 23785 SH SOLE 23785 0 0 QUALCOMM INC COM 747525103 474 9480 SH SOLE 9480 0 0 ROYAL BK CDA MONTREAL QUE COM 780087102 1892 35320 SH SOLE 35320 0 0 SCHLUMBERGER LTD COM 806857108 1593 22835 SH SOLE 22835 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 350 8180 SH SOLE 8180 0 0 SPDR SERIES TRUST BARC SHT TR CP 78464A474 5809 191084 SH SOLE 191084 0 0 SPDR SERIES TRUST NUVN BR SHT MUNI 78464A425 853 35000 SH SOLE 35000 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y704 202 3805 SH SOLE 3805 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 264 3660 SH SOLE 3660 0 0 SPDR SERIES TRUST S&P REGL BKG 78464A698 1235 29470 SH SOLE 29470 0 0 STARBUCKS CORP COM 855244109 2455 40902 SH SOLE 40902 0 0 STRYKER CORP COM 863667101 1490 16035 SH SOLE 16035 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 1437 10133 SH SOLE 10133 0 0 TJX COS INC NEW COM 872540109 3861 54454 SH SOLE 54454 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 283 7220 SH SOLE 7220 0 0 TRAVELCENTERS AMER LLC COM 894174101 0 40000 SH SOLE 40000 0 0 UNITED TECHNOLOGIES CORP COM 913017109 2058 21419 SH SOLE 21419 0 0 US BANCORP DEL COM NEW 902973304 2118 49631 SH SOLE 49631 0 0 V F CORP COM 918204108 3398 54582 SH SOLE 54582 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 5548 70242 SH SOLE 70242 0 0 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 665 8557 SH SOLE 8557 0 0 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 731 10965 SH SOLE 10965 0 0 Vanguard IT Corp Bond ETF INT-TERM CORP 92206C870 774 9210 SH SOLE 9210 0 0 Vanguard Total Stock Mkt TOTAL STOCK MKT 922908769 205 1967 SH SOLE 1967 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 3054 66083 SH SOLE 66083 0 0 WAL-MART STORES INC COM 931142103 232 3780 SH SOLE 3780 0 0 WASTE MGMT INC DEL COM 94106L109 298 5580 SH SOLE 5580 0 0 WELLS FARGO & CO NEW COM 949746101 2085 38355 SH SOLE 38355 0 0 WISDOMTREE EUROPE HEDGED EQ 97717X701 4181 77694 SH SOLE 77694 0 0 WisdomTree Intl Hedged Di INTL HDG QTLY DIV 97717X594 3418 129340 SH SOLE 129340 0 0