Filling information for Pacific Wealth Management as Treemap, investor disclosed 27 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 464288653 | 464288653 | ISHARES TR | 10-20 YR TRS ETF | 2440574 | 22033 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 2926291 | 26842 | |
| 464287457 | 464287457 | ISHARES TR | 1 3 YR TREAS BD | 17719346 | 218542 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 2505277 | 6782 | |
| 369550108 | 369550108 | GENERAL DYNAMICS CORP | COM | 1089789 | 5065 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 5280573 | 39194 | |
| 46429B663 | 46429B663 | ISHARES TR | CORE HIGH DV ETF | 3799724 | 37699 | |
| 46429B291 | 46429B291 | ISHARES TR | A RATE CP BD ETF | 21485506 | 455394 | |
| 464289511 | 464289511 | ISHARES TR | 10+ YR INVST GRD | 1804744 | 35010 | |
| 464288661 | 464288661 | ISHARES TR | 3 7 YR TREAS BD | 4016354 | 34846 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 264720 | 777 | |
| 46434V621 | 46434V621 | ISHARES TR | CORE DIV GRWTH | 22700541 | 440531 | |
| 747525103 | 747525103 | QUALCOMM INC | COM | 310694 | 2610 | |
| 69374H881 | 69374H881 | PACER FDS TR | US CASH COWS 100 | 7351935 | 153581 | |
| 464287432 | 464287432 | ISHARES TR | 20 YR TR BD ETF | 5812583 | 56466 | |
| 92206C870 | 92206C870 | VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 275736 | 3489 | |
| 336917109 | 336917109 | FIRST TR MORNINGSTAR DIVID L | SHS | 3802337 | 111801 | |
| 808524862 | 808524862 | SCHWAB STRATEGIC TR | SHT TM US TRES | 281824 | 5864 | |
| 464287242 | 464287242 | ISHARES TR | IBOXX INV CP ETF | 4615625 | 42682 | |
| 037833100 | 037833100 | APPLE INC | COM | 306473 | 1580 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 34514213 | 77861 | |
| 92552V100 | 92552V100 | VIASAT INC | COM | 219075 | 5310 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 215754 | 2971 | |
| 464287440 | 464287440 | ISHARES TR | 7-10 YR TRSY BD | 5954706 | 61643 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 208692 | 612 | |
| 97717W208 | 97717W208 | WISDOMTREE TR | US HIGH DIVIDEND | 3657928 | 45971 | |
| 683344105 | 683344105 | ONTO INNOVATION INC | COM | 213955 | 1837 |