YCMNET Advisors

Destination Wealth Management as of June 30, 2020

Portfolio Holdings for Destination Wealth Management

Destination Wealth Management holds 144 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 9.1 $168M 1.4M 118.21
Apple (AAPL) 4.5 $83M 227k 364.80
Spdr Ser Tr S&p Divid Etf (SDY) 4.1 $75M 825k 91.20
Ishares Tr Core S&p Scp Etf (IJR) 3.4 $63M 926k 68.29
Ishares Tr Expnd Tec Sc Etf (IGM) 3.0 $56M 201k 279.14
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.9 $54M 530k 102.39
Ishares Tr Sh Tr Crport Etf (IGSB) 2.9 $54M 981k 54.71
Ishares Tr Core S&p500 Etf (IVV) 2.8 $52M 169k 309.69
Vanguard Index Fds Growth Etf (VUG) 2.6 $49M 241k 202.09
Ishares Core Msci Emkt (IEMG) 2.4 $44M 928k 47.60
Ishares Tr U.s. Utilits Etf (IDU) 2.3 $42M 300k 140.20
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $39M 217k 177.82
Costco Wholesale Corporation (COST) 1.9 $35M 116k 303.21
Mastercard Incorporated Cl A (MA) 1.9 $35M 118k 295.70
Danaher Corporation (DHR) 1.8 $34M 192k 176.83
Ishares Tr Core Total Usd (IUSB) 1.8 $34M 620k 54.33
Microsoft Corporation (MSFT) 1.8 $33M 164k 203.51
Alphabet Cap Stk Cl A (GOOGL) 1.8 $33M 23k 1418.03
Colgate-Palmolive Company (CL) 1.8 $33M 444k 73.26
Disney Walt Com Disney (DIS) 1.7 $32M 286k 111.51
Johnson & Johnson (JNJ) 1.7 $32M 225k 140.63
Visa Com Cl A (V) 1.7 $31M 163k 193.17
Baxter International (BAX) 1.5 $29M 332k 86.10
Amazon (AMZN) 1.4 $27M 9.7k 2758.78
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.4 $26M 517k 50.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $26M 146k 178.51
Fortive (FTV) 1.4 $25M 373k 67.66
Ishares Tr Msci Eafe Etf (EFA) 1.3 $24M 391k 60.87
Clorox Company (CLX) 1.2 $22M 99k 219.37
Abbott Laboratories (ABT) 1.2 $21M 233k 91.43
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.1 $21M 410k 51.47
Qualcomm (QCOM) 1.0 $19M 213k 91.21
Blackstone Group Com Cl A (BX) 1.0 $18M 322k 56.66
Pfizer (PFE) 0.9 $17M 522k 32.70
TJX Companies (TJX) 0.9 $17M 332k 50.56
Ecolab (ECL) 0.9 $17M 83k 198.95
American Tower Reit (AMT) 0.9 $17M 64k 258.54
Zoetis Cl A (ZTS) 0.9 $16M 118k 137.04
Verizon Communications (VZ) 0.9 $16M 293k 55.13
Chevron Corporation (CVX) 0.9 $16M 180k 89.23
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.9 $16M 305k 52.24
Ishares Tr Gov/cred Bd Etf (GBF) 0.9 $16M 127k 125.23
Etf Managers Tr Prime Cybr Scrty 0.9 $16M 354k 44.48
Waste Management (WM) 0.9 $16M 148k 105.91
JPMorgan Chase & Co. (JPM) 0.8 $16M 166k 94.06
McDonald's Corporation (MCD) 0.8 $16M 85k 184.47
Wal-Mart Stores (WMT) 0.8 $15M 127k 119.78
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.8 $15M 260k 56.24
Stryker Corporation (SYK) 0.8 $14M 77k 180.19
Vanguard Index Fds Large Cap Etf (VV) 0.7 $13M 89k 143.00
Citigroup Com New (C) 0.6 $11M 206k 51.10
Ishares Tr Intl Sel Div Etf (IDV) 0.6 $10M 414k 25.12
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.6 $10M 52k 199.13
Ishares Tr Usd Inv Grde Etf (USIG) 0.6 $10M 169k 60.42
AFLAC Incorporated (AFL) 0.5 $10M 277k 36.03
Ross Stores (ROST) 0.5 $8.4M 98k 85.24
Wisdomtree Tr Us Smallcap Divd (DES) 0.5 $8.3M 394k 21.18
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $8.3M 292k 28.34
Ishares Tr Gbl Comm Svc Etf (IXP) 0.4 $6.9M 112k 61.62
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $6.5M 59k 111.59
Procter & Gamble Company (PG) 0.3 $6.1M 51k 119.56
Lockheed Martin Corporation (LMT) 0.3 $5.9M 16k 364.95
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $5.9M 79k 74.10
Kimberly-Clark Corporation (KMB) 0.3 $5.7M 40k 141.34
Ishares Tr Intrm Tr Crp Etf (IGIB) 0.3 $5.4M 89k 60.37
Unilever Spon Adr New (UL) 0.3 $5.3M 97k 54.88
Pepsi (PEP) 0.3 $5.2M 39k 132.25
Vanguard World Fds Health Car Etf (VHT) 0.3 $4.8M 25k 192.66
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $4.5M 77k 58.63
Ishares Tr Rus 1000 Etf (IWB) 0.2 $4.5M 26k 171.67
Coca-Cola Company (KO) 0.2 $4.5M 100k 44.68
Intel Corporation (INTC) 0.2 $3.9M 65k 59.84
Vanguard World Mega Cap Index (MGC) 0.2 $3.0M 27k 109.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $2.8M 12k 247.59
Vanguard Index Fds Value Etf (VTV) 0.1 $2.7M 27k 99.57
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $2.3M 31k 73.46
Invesco Exchange-traded Fd T Sr Ln Etf (BKLN) 0.1 $2.2M 103k 21.35
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $2.1M 11k 199.96
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.1M 60k 34.64
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $2.1M 16k 133.78
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $2.0M 7.7k 264.72
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.0M 26k 78.52
Bank of Hawaii Corporation (BOH) 0.1 $2.0M 32k 61.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.9M 6.1k 308.39
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.9M 1.3k 1413.32
NVIDIA Corporation (NVDA) 0.1 $1.9M 4.9k 379.99
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.7M 6.2k 283.39
Ishares Tr Us Telecom Etf (IYZ) 0.1 $1.7M 63k 27.56
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.5M 52k 29.75
Boeing Company (BA) 0.1 $1.3M 7.3k 183.37
Chegg (CHGG) 0.1 $1.3M 20k 67.24
International Business Machines (IBM) 0.1 $1.1M 9.5k 120.74
Charles Schwab Corporation (SCHW) 0.1 $1.1M 32k 33.73
Home Depot (HD) 0.1 $942k 3.8k 250.47
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $899k 3.1k 290.19
Facebook Cl A (META) 0.0 $862k 3.8k 227.08
Cisco Systems (CSCO) 0.0 $830k 18k 46.62
At&t (T) 0.0 $774k 26k 30.25
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $758k 14k 53.21
Ishares Tr Short Treas Bd (SHV) 0.0 $748k 6.8k 110.70
Edwards Lifesciences (EW) 0.0 $714k 10k 69.11
BlackRock (BLK) 0.0 $657k 1.2k 544.32
Xilinx 0.0 $653k 6.6k 98.45
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $637k 5.4k 118.09
Netease Sponsored Ads (NTES) 0.0 $637k 1.5k 429.53
United Security Bancshares (UBFO) 0.0 $632k 95k 6.69
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $623k 3.2k 191.99
Exxon Mobil Corporation (XOM) 0.0 $603k 14k 44.72
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $587k 24k 24.36
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.0 $501k 22k 22.48
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $481k 18k 27.26
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $480k 7.4k 65.29
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $433k 4.0k 107.82
Adobe Systems Incorporated (ADBE) 0.0 $404k 929.00 434.88
Merck & Co (MRK) 0.0 $394k 5.1k 77.27
Honeywell International (HON) 0.0 $377k 2.6k 144.56
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $374k 3.7k 101.52
Ishares Tr Core Div Grwth (DGRO) 0.0 $368k 9.8k 37.58
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $361k 5.8k 62.10
Yum! Brands (YUM) 0.0 $361k 4.2k 86.82
Territorial Ban (TBNK) 0.0 $361k 15k 23.82
Ishares Tr Core High Dv Etf (HDV) 0.0 $354k 4.4k 81.04
Illumina (ILMN) 0.0 $350k 944.00 370.76
Amgen (AMGN) 0.0 $340k 1.4k 235.62
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $331k 3.3k 101.75
Bank of America Corporation (BAC) 0.0 $326k 14k 23.75
Duke Energy Corp Com New (DUK) 0.0 $283k 3.5k 79.79
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $269k 11k 23.89
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $267k 2.3k 117.11
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $262k 5.0k 52.68
3M Company (MMM) 0.0 $259k 1.7k 156.12
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $256k 1.6k 165.16
Oracle Corporation (ORCL) 0.0 $255k 4.6k 55.36
Raytheon Technologies Corp (RTX) 0.0 $254k 4.1k 61.64
Automatic Data Processing (ADP) 0.0 $244k 1.6k 148.96
Marsh & McLennan Companies (MMC) 0.0 $236k 2.2k 107.32
Texas Instruments Incorporated (TXN) 0.0 $217k 1.7k 126.97
Starbucks Corporation (SBUX) 0.0 $215k 2.9k 73.58
Netflix (NFLX) 0.0 $214k 471.00 454.35
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $214k 1.9k 112.57
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $212k 5.8k 36.84
Abiomed 0.0 $209k 867.00 241.06
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $206k 2.4k 86.66
Titan Med Com New (TMDIF) 0.0 $21k 25k 0.84