YCMNET Advisors

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

Companies in the Destination Wealth Management portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares Lehman Aggregate Bond (AGG) 7.62 1.33M +3% 112.37
iShares S&P; 500 Index (IVV) 7.49 455475 323.24
SPDR S&P; Dividend (SDY) 4.22 770143 107.57
Apple (AAPL) 3.74 250482 -5% 293.65
Vanguard Growth ETF (VUG) 3.72 400816 182.17
iShares S&P; SmallCap 600 Index (IJR) 3.27 766236 83.85
Ishares Tr cmn 2.68 523876 +4% 100.71
iShares S&P; NA Tech. Sec. Idx. Fd. (IGM) 2.67 216454 -2% 242.15
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 2.65 970585 +2% 53.63
Ishares Inc core msci emkt 2.58 943636 53.76
iShares Dow Jones US Utilities (IDU) 2.36 286148 162.05
iShares S&P; MidCap 400 Index (IJH) 2.04 194871 205.82
MasterCard Incorporated (MA) 1.86 122545 298.59
Walt Disney Company (DIS) 1.80 245121 144.63
iShares MSCI EAFE Index Fund (EFA) 1.77 500293 69.44
Costco Wholesale Corporation (COST) 1.71 114082 -2% 293.92
Berkshire Hathaway (BRK.B) 1.66 143758 226.50
Johnson & Johnson (JNJ) 1.63 219824 +2% 145.87
Ishares Tr core tl usd bd 1.63 615789 +2% 52.11
Danaher Corporation (DHR) 1.60 204607 153.48
Alphabet Inc Class A cs 1.59 23388 1339.40
Chevron Corporation (CVX) 1.52 247207 +3% 120.51
Colgate-Palmolive Company (CL) 1.50 429246 +4% 68.84
Stryker Corporation (SYK) 1.47 137711 209.94
AFLAC Incorporated (AFL) 1.39 516464 52.90
Fortive 1.33 342542 +2% 76.39
Oracle Corporation (ORCL) 1.32 487881 52.98
Ishares Tr fltg rate nt 1.27 491398 +3% 50.92
Exxon Mobil Corporation (XOM) 1.06 299211 -17% 69.78
Visa (V) 1.05 110126 +2% 187.90
Abbott Laboratories (ABT) 1.03 232446 86.86
Pfizer (PFE) 1.01 506782 +3% 39.18
TJX Companies (TJX) 1.00 322272 61.06
Ishares Tr core strm usbd 1.00 390606 +2% 50.40
AT&T; (T) 0.97 485795 +2% 39.08
Blackstone Group Inc Com Cl A stock 0.92 322681 55.94
QUALCOMM (QCOM) 0.91 203772 88.23
Verizon Communications (VZ) 0.90 287848 +2% 61.40
Ishares High Dividend Equity F 0.83 166404 +2% 98.07
Ecolab (ECL) 0.81 82699 192.99
Citigroup Inc 0.80 196909 79.89
Baxter International (BAX) 0.79 185440 83.62
Wal-Mart Stores (WMT) 0.76 126051 118.84
Ishares Tr cr 5 10 yr etf 0.76 295799 50.62
iShares Barclays Govnment/Cdit Bond Fd (GBF) 0.75 124905 +2% 117.71
Etf Managers Tr purefunds ise cy 0.73 343667 41.52
Schwab Strategic Tr us aggregate b 0.70 256424 -8% 53.43
Vanguard Large-Cap ETF (VV) 0.69 91411 -5% 147.84
iShares Dow Jones EPAC Sel Div Ind (IDV) 0.64 375916 33.57
Schwab Strategic Tr us lrg cap etf 0.62 158310 +57% 76.81
Ross Stores (ROST) 0.61 102989 -2% 116.42
Invesco Exchange Traded Fd T s&p500 eql tec 0.57 56973 -2% 198.06
iShares Russell 1000 Index (IWB) 0.50 54962 178.41
WisdomTree MidCap Dividend Fund (DON) 0.49 250976 38.04
iShares Barclays Credit Bond Fund (CFT) 0.48 163147 58.30
WisdomTree SmallCap Dividend Fund (DES) 0.47 321388 28.68
iShares S&P; Global Mat. Sector Inde (MXI) 0.36 103829 67.50
iShares S&P; Global Telecommunicat. (IXP) 0.34 110213 +2% 61.40
Lockheed Martin Corporation (LMT) 0.33 16470 389.37
Coca-Cola Company (KO) 0.29 101281 +7% 55.35
Procter & Gamble Company (PG) 0.29 45957 +6% 124.90
Clorox Company (CLX) 0.29 37428 +5% 153.55
Kimberly-Clark Corporation (KMB) 0.28 40217 +4% 137.55
Pepsi (PEP) 0.28 40313 +4% 136.68
Unilever (UL) 0.26 89989 +5% 57.17
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 0.25 85297 +4% 57.99
Pimco Total Return Etf totl 0.23 41074 +4% 107.81
Intel Corporation (INTC) 0.22 71647 +6% 59.85
Vanguard Health Care ETF (VHT) 0.22 22530 -3% 191.74
Invesco Buyback Achievers Etf equities 0.22 61515 -5% 68.98
Consumer Staples Select Sect. SPDR (XLP) 0.21 64942 -4% 62.98
iShares FTSE KLD 400 Social Idx Fd (DSI) 0.18 29328 +7% 120.12
iShares FTSE KLD Select Scil Idx Fd (KLD) 0.16 23979 +6% 134.03
Invesco Senior Loan Etf otr 0.16 134615 22.82
Amazon (AMZN) 0.15 1609 +11% 1847.73
Vanguard Value ETF (VTV) 0.15 25032 119.85
Microsoft Corporation (MSFT) 0.14 17367 +9% 157.71
Boeing Company (BA) 0.13 7594 +18% 325.78
Vanguard S&p 500 Etf idx fd 0.13 8949 295.79
Invesco Qqq Trust Series 1 0.13 11969 +6% 212.63
SPDR S&P; 500 ETF (SPY) 0.12 7165 321.84
Vanguard REIT ETF (VNQ) 0.12 25582 +3% 92.80
Schwab U S Broad Market ETF (SCHB) 0.12 31675 76.87
Ishares Tr core div grwth 0.12 57595 -5% 42.07
Vanguard Consumer Discretionary ETF (VCR) 0.11 11130 -3% 189.49
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.11 57108 +2% 37.60
iShares Dow Jones US Tele (IYZ) 0.09 62285 -3% 29.88
Alphabet Inc Class C cs 0.09 1327 +5% 1336.85
Charles Schwab Corporation (SCHW) 0.08 31791 -3% 47.56
Schwab International Equity ETF (SCHF) 0.08 43999 -15% 33.64
JPMorgan Chase & Co. (JPM) 0.06 8041 +38% 139.41
NVIDIA Corporation (NVDA) 0.06 4960 +2% 235.28
Cisco Systems (CSCO) 0.05 22068 +12% 47.94
Edwards Lifesciences (EW) 0.05 3841 +2% 233.27
Schwab Emerging Markets Equity ETF (SCHE) 0.05 32513 +7% 27.37
United Security Bancshares (UBFO) 0.05 94506 NEW 10.73
Home Depot (HD) 0.04 3784 +15% 218.29
Eli Lilly & Co. (LLY) 0.04 6232 131.42
Thermo Fisher Scientific (TMO) 0.04 2343 -2% 324.80
Merck & Co (MRK) 0.04 8493 +24% 90.90
Schwab U S Small Cap ETF (SCHA) 0.04 9489 +8% 75.67
Facebook Inc cl a 0.04 3832 +61% 205.38
Chegg 0.04 22033 37.90
BlackRock (BLK) 0.03 1232 502.44
Bank of America Corporation (BAC) 0.03 16888 +93% 35.23
Boston Scientific Corporation (BSX) 0.03 12942 45.20
Xilinx (XLNX) 0.03 6608 NEW 97.76
Honeywell International (HON) 0.03 3075 -53% 176.91
International Business Machines (IBM) 0.03 4997 +11% 134.08
Applied Materials (AMAT) 0.03 8638 -4% 61.01
iShares Russell 1000 Growth Index (IWF) 0.03 3758 +3% 175.89
Vanguard High Dividend Yield ETF (VYM) 0.03 5958 NEW 93.66
iShares Lehman Short Treasury Bond (SHV) 0.03 4771 110.46
PIMCO 1-5 Year US TIPS Index Fund (STPZ) 0.03 10462 +3% 52.38
Abbvie 0.03 7655 +6% 88.57
Sch Fnd Us Lg Etf schwb fdt us lg 0.03 13862 NEW 42.71
Ishares U S Etf Tr int rt hdg c b 0.03 22282 25.36
McDonald's Corporation (MCD) 0.02 2251 -5% 197.69
3M Company (MMM) 0.02 1855 NEW 176.28
Cerner Corporation (CERN) 0.02 5312 +2% 73.42
Adobe Systems Incorporated (ADBE) 0.02 1024 +17% 330.08
Yum! Brands (YUM) 0.02 3852 NEW 100.73
Amgen (AMGN) 0.02 1757 +5% 241.32
UnitedHealth (UNH) 0.02 1030 NEW 294.17
iShares Russell 1000 Value Index (IWD) 0.02 2352 136.48
NetEase (NTES) 0.02 1483 306.81
iShares Russell 2000 Index (IWM) 0.02 1937 NEW 165.72
Vanguard Dividend Appreciation ETF (VIG) 0.02 2592 NEW 124.61
PIMCO Enhanced Short Mat Str Fund ETF (MINT) 0.02 3253 +6% 101.44
Schwab U S Large Cap Growth ETF (SCHG) 0.02 4346 92.96
Sch Us Mid-cap Etf etf 0.02 6474 +9% 60.09
Duke Energy 0.02 4147 +16% 91.15
Ishares Inc msci frntr 100 0.02 10881 +10% 30.33
Sch Fnd Intl Lg Etf 0.02 10762 NEW 28.90
Invesco Exchng Traded Fd Tr calif amt mun 0.02 17685 27.37
American Express Company (AXP) 0.01 1798 +3% 124.58
Caterpillar (CAT) 0.01 1585 NEW 147.63
Dominion Resources (D) 0.01 2713 NEW 82.93
T. Rowe Price (TROW) 0.01 1648 NEW 121.97
Raytheon Company (RTN) 0.01 1134 NEW 219.58
Texas Instruments Incorporated (TXN) 0.01 1700 NEW 128.24
Starbucks Corporation (SBUX) 0.01 2692 NEW 88.04
Sempra Energy (SRE) 0.01 1799 151.75
Enterprise Products Partners 0.01 8969 -14% 28.21
Essex Property Trust (ESS) 0.01 820 -2% 301.22
Energy Transfer Equity (ETE) 0.01 10121 NEW 12.84
Vanguard Emerging Markets ETF (VWO) 0.01 4919 -2% 44.52
Vanguard Small-Cap ETF (VB) 0.01 1721 NEW 165.60
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.01 1976 NEW 106.78
iShares S&P; Cal AMTFr Mncpl Bnd Fd (CMF) 0.01 4485 61.32
Vanguard Mid-Cap Growth ETF (VOT) 0.01 1687 158.86
Alibaba Group Holding Ltd Spon 0.01 1262 NEW 212.36
Medtronic 0.01 1840 NEW 113.59
Shopify Inc cl a 0.01 600 NEW 398.33
Vanguard Mun Bd Fd Inc tax-exempt bd 0.01 3797 NEW 53.46
Charter Communications Inc New Cl A cl a 0.01 526 NEW 484.79
Global X Fds rbtcs artfl in 0.01 11258 21.85

Past 13F-HR SEC Filings by Destination Wealth Management

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