Regulatory Consultant

0001085146-22-002776.txt : 20220805 0001085146-22-002776.hdr.sgml : 20220805 20220804173227 ACCESSION NUMBER: 0001085146-22-002776 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220805 DATE AS OF CHANGE: 20220804 EFFECTIVENESS DATE: 20220805 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Tempus Wealth Planning, LLC CENTRAL INDEX KEY: 0001806428 IRS NUMBER: 813948762 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20202 FILM NUMBER: 221137921 BUSINESS ADDRESS: STREET 1: 100 SPECTRUM CENTER DRIVE STREET 2: SUITE 460 CITY: IRVINE STATE: CA ZIP: 92618 BUSINESS PHONE: 949-393-2525 MAIL ADDRESS: STREET 1: 100 SPECTRUM CENTER DRIVE STREET 2: SUITE 460 CITY: IRVINE STATE: CA ZIP: 92618 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001806428 XXXXXXXX 06-30-2022 06-30-2022 false Tempus Wealth Planning, LLC

100 SPECTRUM CENTER DRIVE SUITE 460 IRVINE CA 92618

13F HOLDINGS REPORT 028-20202 N Ashley Smith-Roos Regulatory Consultant 310-275-7300 /s/ Ashley Smith-Roos Beverly Hills CA 08-03-2022 0 127 121630 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBVIE INC COM 00287Y109 595 3887 SH SOLE 3887 0 0 ALPHABET INC CAP STK CL A 02079K305 867 398 SH SOLE 398 0 0 ALPS ETF TR CLEAN ENERGY 00162Q460 326 6701 SH SOLE 6701 0 0 ALTRIA GROUP INC COM 02209S103 255 6096 SH SOLE 6096 0 0 AMAZON COM INC COM 023135106 1184 11146 SH SOLE 11146 0 0 AMDOCS LTD SHS G02602103 217 2601 SH SOLE 2601 0 0 AMGEN INC COM 031162100 1140 4687 SH SOLE 4687 0 0 APPLE INC COM 037833100 5331 38992 SH SOLE 38992 0 0 APPLIED MATLS INC COM 038222105 273 3000 SH SOLE 3000 0 0 AT&T INC COM 00206R102 507 24190 SH SOLE 24190 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 486 1780 SH SOLE 1780 0 0 BK OF AMERICA CORP COM 060505104 1177 37824 SH SOLE 37824 0 0 BLACKROCK MUNIHLDNGS CALI QL COM 09254L107 192 16057 SH SOLE 16057 0 0 BOEING CO COM 097023105 565 4132 SH SOLE 4132 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 422 5477 SH SOLE 5477 0 0 CAMBRIA ETF TR GLB MOMENT ETF 132061508 327 11092 SH SOLE 11092 0 0 CANADIAN NATL RY CO COM 136375102 689 6124 SH SOLE 6124 0 0 CATERPILLAR INC COM 149123101 1006 5628 SH SOLE 5628 0 0 CHEVRON CORP NEW COM 166764100 510 3524 SH SOLE 3524 0 0 CISCO SYS INC COM 17275R102 612 14342 SH SOLE 14342 0 0 CITIGROUP INC COM NEW 172967424 546 11863 SH SOLE 11863 0 0 CONOCOPHILLIPS COM 20825C104 380 4236 SH SOLE 4236 0 0 CONSTELLATION BRANDS INC CL A 21036P108 484 2075 SH SOLE 2075 0 0 COSTCO WHSL CORP NEW COM 22160K105 382 797 SH SOLE 797 0 0 CVS HEALTH CORP COM 126650100 609 6568 SH SOLE 6568 0 0 DISNEY WALT CO COM 254687106 1029 10896 SH SOLE 10896 0 0 EBAY INC. COM 278642103 231 5546 SH SOLE 5546 0 0 ELECTRONIC ARTS INC COM 285512109 293 2406 SH SOLE 2406 0 0 ETF MANAGERS TR ETFMG ALTR HRVST 26924G508 250 43159 SH SOLE 43159 0 0 ETF MANAGERS TR PRIME MOBILE PAY 26924G409 312 7980 SH SOLE 7980 0 0 EXXON MOBIL CORP COM 30231G102 322 3764 SH SOLE 3764 0 0 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 358 8897 SH SOLE 8897 0 0 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 621 4892 SH SOLE 4892 0 0 FORD MTR CO DEL COM 345370860 396 35555 SH SOLE 35555 0 0 GENERAL ELECTRIC CO COM NEW 369604301 5872 92220 SH SOLE 92220 0 0 GSK PLC SPONSORED ADR 37733W105 765 17578 SH SOLE 17578 0 0 HERSHEY CO COM 427866108 1026 4768 SH SOLE 4768 0 0 HOME DEPOT INC COM 437076102 467 1701 SH SOLE 1701 0 0 HONEYWELL INTL INC COM 438516106 658 3785 SH SOLE 3785 0 0 HORMEL FOODS CORP COM 440452100 828 17489 SH SOLE 17489 0 0 HUNT J B TRANS SVCS INC COM 445658107 831 5278 SH SOLE 5278 0 0 INTEL CORP COM 458140100 623 16663 SH SOLE 16663 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 238 1684 SH SOLE 1684 0 0 INVESCO DB COMMDY INDX TRCK UNIT 46138B103 216 8125 SH SOLE 8125 0 0 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 315 13435 SH SOLE 13435 0 0 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 245 4759 SH SOLE 4759 0 0 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 46138E354 1416 22839 SH SOLE 22839 0 0 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 916 11810 SH SOLE 11810 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 2365 8439 SH SOLE 8439 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 309 3736 SH SOLE 3736 0 0 ISHARES TR AGGRES ALLOC ETF 464289859 585 9770 SH SOLE 9770 0 0 ISHARES TR BLACKROCK ULTRA 46434V878 12118 242157 SH SOLE 242157 0 0 ISHARES TR CONSER ALLOC ETF 464289883 472 13662 SH SOLE 13662 0 0 ISHARES TR CORE S&P500 ETF 464287200 2353 6207 SH SOLE 6207 0 0 ISHARES TR CORE TOTAL USD 46434V613 405 8653 SH SOLE 8653 0 0 ISHARES TR CORE US AGGBD ET 464287226 450 4421 SH SOLE 4421 0 0 ISHARES TR EAFE VALUE ETF 464288877 233 5380 SH SOLE 5380 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 661 7882 SH SOLE 7882 0 0 ISHARES TR EXPANDED TECH 464287515 328 1218 SH SOLE 1218 0 0 ISHARES TR GRWT ALLOCAT ETF 464289867 864 17993 SH SOLE 17993 0 0 ISHARES TR IBOXX INV CP ETF 464287242 428 3887 SH SOLE 3887 0 0 ISHARES TR MSCI KLD400 SOC 464288570 941 13092 SH SOLE 13092 0 0 ISHARES TR NATIONAL MUN ETF 464288414 211 1980 SH SOLE 1980 0 0 ISHARES TR SELECT DIVID ETF 464287168 1173 9970 SH SOLE 9970 0 0 ISHARES TR U.S. TECH ETF 464287721 1032 12911 SH SOLE 12911 0 0 ISHARES TR US TREAS BD ETF 46429B267 281 11766 SH SOLE 11766 0 0 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 212 4303 SH SOLE 4303 0 0 JOHNSON & JOHNSON COM 478160104 2710 15269 SH SOLE 15269 0 0 JPMORGAN CHASE & CO COM 46625H100 1058 9393 SH SOLE 9393 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 218 930 SH SOLE 930 0 0 LILLY ELI & CO COM 532457108 713 2200 SH SOLE 2200 0 0 LOCKHEED MARTIN CORP COM 539830109 2164 5034 SH SOLE 5034 0 0 MCCORMICK & CO INC COM NON VTG 579780206 620 7444 SH SOLE 7444 0 0 MCDONALDS CORP COM 580135101 317 1283 SH SOLE 1283 0 0 MERCK & CO INC COM 58933Y105 755 8279 SH SOLE 8279 0 0 META PLATFORMS INC CL A 30303M102 245 1517 SH SOLE 1517 0 0 METLIFE INC COM 59156R108 216 3443 SH SOLE 3443 0 0 MICROSOFT CORP COM 594918104 5716 22255 SH SOLE 22255 0 0 MONDELEZ INTL INC CL A 609207105 509 8199 SH SOLE 8199 0 0 NANO X IMAGING LTD ORD SHS M70700105 159 14031 SH SOLE 14031 0 0 NIKE INC CL B 654106103 233 2278 SH SOLE 2278 0 0 NVIDIA CORPORATION COM 67066G104 950 6270 SH SOLE 6270 0 0 ORACLE CORP COM 68389X105 864 12364 SH SOLE 12364 0 0 ORGANON & CO COMMON STOCK 68622V106 205 6060 SH SOLE 6060 0 0 PACER FDS TR TRENDP 100 ETF 69374H303 533 10601 SH SOLE 10601 0 0 PACER FDS TR TRENDP US LAR CP 69374H105 586 15597 SH SOLE 15597 0 0 PAYPAL HLDGS INC COM 70450Y103 370 5293 SH SOLE 5293 0 0 PEPSICO INC COM 713448108 1583 9498 SH SOLE 9498 0 0 PFIZER INC COM 717081103 1812 34558 SH SOLE 34558 0 0 PHILIP MORRIS INTL INC COM 718172109 592 6000 SH SOLE 6000 0 0 PIMCO CALIF MUN INCOME FD II COM 72200M108 93 13577 SH SOLE 13577 0 0 PIMCO HIGH INCOME FD COM SHS 722014107 145 27978 SH SOLE 27978 0 0 PROCTER AND GAMBLE CO COM 742718109 359 2500 SH SOLE 2500 0 0 PROSHARES TR S&P 500 DV ARIST 74348A467 375 4391 SH SOLE 4391 0 0 PROSHARES TR S&P MDCP 400 DIV 74347B680 878 13016 SH SOLE 13016 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 467 4857 SH SOLE 4857 0 0 ROYAL CARIBBEAN GROUP COM V7780T103 243 6969 SH SOLE 6969 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 356 11326 SH SOLE 11326 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 410 2979 SH SOLE 2979 0 0 SMUCKER J M CO COM NEW 832696405 600 4688 SH SOLE 4688 0 0 SPDR INDEX SHS FDS GLB NAT RESRCE 78463X541 1199 23022 SH SOLE 23022 0 0 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 1756 60884 SH SOLE 60884 0 0 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 1803 51861 SH SOLE 51861 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1071 2840 SH SOLE 2840 0 0 SPDR SER TR BLOOMBERG EMERGI 78464A391 1504 73544 SH SOLE 73544 0 0 SPDR SER TR BLOOMBERG HIGH Y 78468R622 348 3841 SH SOLE 3841 0 0 SPDR SER TR BLOOMBERG INTL 78464A151 1689 60179 SH SOLE 60179 0 0 SPDR SER TR PORTFLI TIPS ETF 78464A656 2077 75475 SH SOLE 75475 0 0 SPDR SER TR PORTFOLI S&P1500 78464A805 508 10925 SH SOLE 10925 0 0 SPDR SER TR PORTFOLIO AGRGTE 78464A649 2535 96196 SH SOLE 96196 0 0 SPDR SER TR PORTFOLIO SH TSR 78468R101 6073 206221 SH SOLE 206221 0 0 SPDR SER TR S&P BIOTECH 78464A870 364 4896 SH SOLE 4896 0 0 SPDR SER TR S&P SEMICNDCTR 78464A862 211 1393 SH SOLE 1393 0 0 TARGET CORP COM 87612E106 866 6131 SH SOLE 6131 0 0 TESLA INC COM 88160R101 762 1132 SH SOLE 1132 0 0 TJX COS INC NEW COM 872540109 529 9464 SH SOLE 9464 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1545 8193 SH SOLE 8193 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 301 3949 SH SOLE 3949 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 274 1908 SH SOLE 1908 0 0 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 534 5255 SH SOLE 5255 0 0 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 2043 34735 SH SOLE 34735 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 886 17453 SH SOLE 17453 0 0 VIRTUS CONVERTIBLE & INCOME COM 92838X102 54 14618 SH SOLE 14618 0 0 VULCAN MATLS CO COM 929160109 426 3000 SH SOLE 3000 0 0 WALMART INC COM 931142103 838 6892 SH SOLE 6892 0 0 WASTE MGMT INC DEL COM 94106L109 1051 6870 SH SOLE 6870 0 0 WYNN RESORTS LTD COM 983134107 598 10500 SH SOLE 10500 0 0