YCMNET Advisors

Latest statistics and disclosures from Destination Wealth Management's latest quarterly 13F-HR filing:

Portfolio Holdings for Destination Wealth Management

Companies in the Destination Wealth Management portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Lehman Aggregate Bond (AGG) 10.42 1.47M +10% 115.37
iShares S&P 500 Index (IVV) 4.71 297.13k -34% 258.40
SPDR S&P Dividend (SDY) 3.89 795.48k +3% 79.86
Apple (AAPL) 3.87 248.37k 254.29
Ishares Tr cmn (STIP) 3.26 532.13k 99.90
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 3.15 981.05k 52.36
iShares S&P SmallCap 600 Index (IJR) 2.80 814.00k +6% 56.11
iShares S&P NA Tech. Sec. Idx (IGM) 2.70 208.33k -3% 211.77
Vanguard Growth ETF (VUG) 2.65 276.09k -31% 156.69
iShares Dow Jones US Utilities (IDU) 2.41 284.76k 138.09
Ishares Inc core msci emkt (IEMG) 2.26 910.22k -3% 40.47
Ishares Tr core tl usd bd (IUSB) 2.01 623.56k 52.50
Costco Wholesale Corporation (COST) 1.96 111.98k 285.13
iShares S&P MidCap 400 Index (IJH) 1.79 202.80k +4% 143.86
Johnson & Johnson (JNJ) 1.78 221.27k 131.13
MasterCard Incorporated (MA) 1.77 119.34k -2% 241.56
Colgate-Palmolive Company (CL) 1.76 432.96k 66.36
Danaher Corporation (DHR) 1.69 199.08k -2% 138.41
Alphabet Inc Class A cs (GOOGL) 1.64 22.98k 1161.94
Berkshire Hathaway (BRK.B) 1.56 138.85k -3% 182.83
Microsoft Corporation (MSFT) 1.52 157.73k +808% 157.71
Walt Disney Company (DIS) 1.50 252.60k +3% 96.60
Ishares Tr fltg rate nt (FLOT) 1.50 500.38k 48.74
Visa (V) 1.45 146.69k +33% 161.12
Stryker Corporation (SYK) 1.41 138.43k 166.49
iShares MSCI EAFE Index Fund (EFA) 1.33 404.46k -19% 53.46
Ishares Tr core strm usbd (ISTB) 1.23 398.32k 50.50
Fortive (FTV) 1.19 350.42k +2% 55.19
Amazon (AMZN) 1.15 9.61k +497% 1949.72
Abbott Laboratories (ABT) 1.12 231.48k 78.91
AFLAC Incorporated (AFL) 1.09 516.96k 34.24
Pfizer (PFE) 1.03 514.59k 32.64
Verizon Communications (VZ) 0.95 289.40k 53.73
TJX Companies (TJX) 0.94 321.98k 47.81
iShares Barclays Govnment/Cdit Bond (GBF) 0.94 126.20k 121.30
Ishares Tr cr 5 10 yr etf (IMTB) 0.94 298.22k 51.25
Baxter International (BAX) 0.91 182.55k 81.19
Blackstone Group Inc Com Cl A (BX) 0.89 318.93k 45.57
Wal-Mart Stores (WMT) 0.87 125.57k 113.62
QUALCOMM (QCOM) 0.86 206.79k 67.65
Chevron Corporation (CVX) 0.84 188.81k -23% 72.46
Zoetis Inc Cl A (ZTS) 0.83 114.55k NEW 117.69
American Tower Reit (AMT) 0.82 61.50k NEW 217.75
Ecolab (ECL) 0.79 83.12k 155.83
Schwab Strategic Tr us aggregate b (SCHZ) 0.79 236.61k -7% 54.27
Etf Managers Tr purefunds ise cy (HACK) 0.76 348.16k 35.67
Vanguard Large-Cap ETF (VV) 0.68 93.32k +2% 118.43
Waste Management (WM) 0.64 112.71k NEW 92.56
iShares Barclays Credit Bond Fund (USIG) 0.56 162.94k 56.02
McDonald's Corporation (MCD) 0.55 54.50k +2321% 165.35
Ross Stores (ROST) 0.53 98.95k -3% 86.97
Invesco Exchange Traded Fd T s&p500 eql tec (RYT) 0.52 53.14k -6% 159.44
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.51 370.49k 22.60
Citigroup (C) 0.49 191.60k -2% 42.12
Clorox Company (CLX) 0.41 38.70k +3% 173.24
WisdomTree MidCap Dividend Fund (DON) 0.39 260.01k +3% 24.16
WisdomTree SmallCap Dividend Fund (DES) 0.37 337.49k +5% 18.02
Schwab Strategic Tr us lrg cap etf (SCHX) 0.37 97.28k -38% 61.25
iShares S&P Global Telecommunicat. (IXP) 0.35 108.86k 51.86
Lockheed Martin Corporation (LMT) 0.33 15.88k -3% 338.96
Kimberly-Clark Corporation (KMB) 0.32 41.24k +2% 127.86
Procter & Gamble Company (PG) 0.32 46.81k 110.00
Pepsi (PEP) 0.30 40.08k 120.10
Unilever (UL) 0.29 92.85k +3% 50.57
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 0.28 84.51k 54.92
Pimco Total Return Etf totl (BOND) 0.26 40.66k 106.16
Coca-Cola Company (KO) 0.26 97.45k -3% 44.25
iShares Russell 1000 Index (IWB) 0.24 27.68k -49% 141.55
Intel Corporation (INTC) 0.22 67.26k -6% 54.12
Ishares High Dividend Equity F (HDV) 0.22 50.48k -69% 71.55
Vanguard Health Care ETF (VHT) 0.22 21.57k -4% 166.09
Consumer Staples Select Sect. SPDR (XLP) 0.21 62.42k -3% 54.47
Invesco Qqq Trust Series 1 (QQQ) 0.14 11.94k 190.37
Vanguard Value ETF (VTV) 0.13 24.64k 89.08
Schwab U S Broad Market ETF (SCHB) 0.13 36.18k +14% 60.42
Vanguard Mega Cap 300 Index (MGC) 0.13 22.87k NEW 90.94
iShares FTSE KLD Select Scil Idx (SUSA) 0.12 18.00k -24% 109.75
Invesco Senior Loan Etf otr (BKLN) 0.12 96.47k -28% 20.46
Vanguard S&p 500 Etf idx (VOO) 0.12 8.21k -8% 236.87
SPDR S&P 500 ETF (SPY) 0.12 7.44k +3% 257.73
Ishares Tr core div grwth (DGRO) 0.11 56.48k 32.59
Schwab International Equity ETF (SCHF) 0.11 70.39k +59% 25.84
iShares S&P US Pref Stock Idx Fnd (PFF) 0.11 55.88k -2% 31.84
iShares FTSE KLD 400 Social Idx (DSI) 0.11 18.21k -37% 97.41
Vanguard REIT ETF (VNQ) 0.11 24.80k -3% 69.85
iShares Dow Jones US Medical Dev. (IHI) 0.10 7.42k NEW 225.38
Vanguard Consumer Discretionary ETF (VCR) 0.10 10.80k -2% 145.38
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.09 11.37k NEW 133.37
iShares Dow Jones US Tele (IYZ) 0.09 60.89k -2% 24.85
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.09 12.35k NEW 121.50
Alphabet Inc Class C cs (GOOG) 0.09 1.28k -3% 1162.88
iShares Barclays TIPS Bond Fund (TIP) 0.09 12.41k NEW 117.89
AT&T (T) 0.09 47.96k -90% 29.15
Boeing Company (BA) 0.08 8.93k +17% 149.13
NVIDIA Corporation (NVDA) 0.08 4.88k 263.68
iShares S&P Global Mat. Sector Inde (MXI) 0.08 25.55k -75% 49.54
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.08 12.56k +286% 98.99
Invesco Buyback Achievers Etf equities (PKW) 0.07 22.38k -63% 48.48
Charles Schwab Corporation (SCHW) 0.07 31.80k 33.62
Territorial Ban (TBNK) 0.06 37.87k NEW 24.56
iShares Russell 1000 Growth Index (IWF) 0.06 6.16k +63% 150.61
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) 0.05 26.04k NEW 34.02
Doubleline Total Etf etf (TOTL) 0.05 17.25k NEW 47.95
Vertex Pharmaceuticals Incorporated (VRTX) 0.05 3.44k NEW 238.03
Eli Lilly & Co. (LLY) 0.05 5.90k -5% 138.64
Cisco Systems (CSCO) 0.05 20.30k -8% 39.32
Illumina (ILMN) 0.05 2.92k NEW 273.07
Exxon Mobil Corporation (XOM) 0.05 19.49k -93% 37.97
Home Depot (HD) 0.04 3.85k 186.69
Edwards Lifesciences (EW) 0.04 3.76k -2% 188.66
Chegg (CHGG) 0.04 19.13k -13% 35.76
Thermo Fisher Scientific (TMO) 0.04 2.41k +2% 283.64
iShares Lehman Short Treasury Bond (SHV) 0.04 6.03k +26% 110.98
JPMorgan Chase & Co. (JPM) 0.04 6.86k -14% 90.01
United Security Bancshares (UBFO) 0.04 94.51k 6.40
Oracle Corporation (ORCL) 0.03 11.54k -97% 48.35
Facebook Inc cl a (FB) 0.03 3.34k -12% 166.67
Merck & Co (MRK) 0.03 7.14k -15% 76.93
BlackRock (BLK) 0.03 1.23k 439.94
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.03 10.25k -2% 51.73
Xilinx (XLNX) 0.03 6.71k 77.98
Schwab Emerging Markets Equity ETF (SCHE) 0.03 24.29k -25% 20.71
International Business Machines (IBM) 0.03 4.53k -9% 110.84
NetEase (NTES) 0.03 1.54k +4% 321.24
Invesco Exchng Traded Fd Tr calif amt mun (PWZ) 0.03 17.64k 26.98
Boston Scientific Corporation (BSX) 0.03 14.15k +9% 32.64
Ishares U S Etf Tr int rt hdg c b (IGBH) 0.03 22.28k 20.73
Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) 0.03 13.70k 31.32
Schwab U S Small Cap ETF (SCHA) 0.03 8.02k -15% 51.52
Honeywell International (HON) 0.02 2.92k -5% 133.86
Adobe Systems Incorporated (ADBE) 0.02 1.20k +17% 318.60
Applied Materials (AMAT) 0.02 7.96k -7% 45.83
Amgen (AMGN) 0.02 1.77k 203.05
Vanguard High Dividend Yield ETF (VYM) 0.02 5.00k -16% 70.79
Bank of America Corporation (BAC) 0.02 16.27k -3% 21.21
Schwab U S Large Cap Growth ETF (SCHG) 0.02 4.12k -5% 79.63
AECOM Technology Corporation (ACM) 0.02 10.00k NEW 29.90
iShares S&P 500 Value Index (IVE) 0.02 3.09k NEW 96.41
Health Care SPDR (XLV) 0.02 3.34k NEW 88.52
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.02 2.77k +40% 106.21
iShares S&P Cal AMTFr Mncpl Bnd (CMF) 0.02 4.83k +7% 60.60
Duke Energy (DUK) 0.02 3.55k -14% 80.78
Vanguard Dividend Appreciation ETF (VIG) 0.02 2.69k +3% 103.38
Yum! Brands (YUM) 0.02 3.88k 68.49
Automatic Data Processing (ADP) 0.02 1.93k NEW 136.62
3M Company (MMM) 0.02 1.86k 136.71
iShares Lehman MBS Bond Fund (MBB) 0.02 2.27k NEW 110.52
Humana (HUM) 0.01 773 NEW 314.36
Abbvie (ABBV) 0.01 3.17k -58% 76.15
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.01 2.47k NEW 96.60
J P Morgan Exchange Traded F ultra shrt (JPST) 0.01 4.70k NEW 49.74
Sch Fnd Intl Lg Etf (FNDF) 0.01 10.93k 21.05
Ishares Inc msci frntr 100 (FM) 0.01 10.72k 21.35
Charter Communications Inc New Cl A cl a (CHTR) 0.01 517 437.14
Sch Us Mid-cap Etf etf (SCHM) 0.01 5.21k -19% 42.07
iShares Russell 1000 Value Index (IWD) 0.01 2.18k -7% 98.99
iShares S&P SmallCap 600 Growth (IJT) 0.01 1.54k NEW 137.93
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.01 2.44k NEW 86.55
Global X Fds rbtcs artfl in (BOTZ) 0.01 11.26k 18.12
Starbucks Corporation (SBUX) 0.01 3.08k +14% 65.80
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Past Filings by Destination Wealth Management

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