0001852338-21-000002.txt : 20210415 0001852338-21-000002.hdr.sgml : 20210415 20210415142940 ACCESSION NUMBER: 0001852338-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210415 DATE AS OF CHANGE: 20210415 EFFECTIVENESS DATE: 20210415 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: 21828197 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 false false 0001852338 XXXXXXXX 03-31-2021 03-31-2021 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 Temecula CA 04-15-2021 0 12 116104 false
INFORMATION TABLE 2 PacificWealthManagementLLC.xml SPDR S&P 500 ETF TR TR UNIT 78462F103 39920 100724 SH SOLE 0 0 0 100724 INVESCO QQQ TR UNIT SER 1 46090E103 8971 28112 SH SOLE 0 0 0 28112 ISHARES TR RUS 2000 GRW ETF 464287648 238 790 SH SOLE 0 0 0 790 QUALCOMM INC COM 747525103 307 2319 SH SOLE 0 0 0 2319 COSTCO WHSL CORP NEW COM 22160K105 939 2663 SH SOLE 0 0 0 2663 ISHARES TR IBOXX INV CP ETF 464287242 8168 62805 SH SOLE 0 0 0 62805 GENERAL DYNAMICS CORP COM 369550108 667 3672 SH SOLE 0 0 0 3672 ISHARES TR CORE US AGGBD ET 464287226 17601 154626 SH SOLE 0 0 0 154626 VARIAN MED SYS INC COM 92220P105 404 2288 SH SOLE 0 0 0 2288 ISHARES TR MRGSTR MD CP GRW 464288307 676 1788 SH SOLE 0 0 0 1788 INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 46137V258 11133 150471 SH SOLE 0 0 0 150471 ISHARES TR CORE DIV GRWTH 46434V621 27080 561016 SH SOLE 0 0 0 561016