0001852338-23-000003.txt : 20230717
0001852338-23-000003.hdr.sgml : 20230717
20230717143355
ACCESSION NUMBER: 0001852338-23-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230717
DATE AS OF CHANGE: 20230717
EFFECTIVENESS DATE: 20230717
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: 231091370
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
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0001852338
XXXXXXXX
06-30-2023
06-30-2023
Pacific Wealth Management
11512 EL CAMINO REAL
SUITE 350
SAN DIEGO
CA
92130
13F HOLDINGS REPORT
028-21119
N
Melanie Blakney
Operations Manager
8585092337
Melanie Blakney
Temecula
CA
07-17-2023
0
27
153774969
false
INFORMATION TABLE
2
PacificWealthManagementLLC.xml
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COM
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SOLE
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ABBVIE INC
COM
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SH
SOLE
0
0
0
39194
APPLE INC
COM
037833100
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SH
SOLE
0
0
0
1580
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
208692
612
SH
SOLE
0
0
0
612
FIRST TR MORNINGSTAR DIVID L
SHS
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SH
SOLE
0
0
0
111801
GENERAL DYNAMICS CORP
COM
369550108
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5065
SH
SOLE
0
0
0
5065
INVESCO QQQ TR
UNIT SER 1
46090E103
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6782
SH
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0
0
6782
ISHARES TR
1 3 YR TREAS BD
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ISHARES TR
7-10 YR TRSY BD
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ISHARES TR
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ISHARES TR
IBOXX INV CP ETF
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ISHARES TR
10-20 YR TRS ETF
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CORE HIGH DV ETF
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A RATE CP BD ETF
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MICROSOFT CORP
COM
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SOLE
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ONTO INNOVATION INC
COM
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PACER FDS TR
US CASH COWS 100
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QUALCOMM INC
COM
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SOLE
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SCHWAB STRATEGIC TR
US DIVIDEND EQ
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SCHWAB STRATEGIC TR
SHT TM US TRES
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SPDR S&P 500 ETF TR
TR UNIT
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SOLE
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VANGUARD SCOTTSDALE FDS
INT-TERM CORP
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SH
SOLE
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0
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VIASAT INC
COM
92552V100
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SH
SOLE
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0
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WISDOMTREE TR
US HIGH DIVIDEND
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