YCMNET Advisors

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

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Positions held by YCMNET Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Destination Wealth Management

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 9.0 $179M +6% 1.5M 118.06
Apple (AAPL) 4.9 $97M +268% 834k 115.81
Spdr Ser Tr S&p Divid Etf (SDY) 4.0 $78M +2% 846k 92.40
Ishares Tr Core S&p Scp Etf (IJR) 3.2 $63M -2% 899k 70.23
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.9 $57M +3% 550k 104.06
Ishares Tr Expnd Tec Sc Etf (IGM) 2.9 $57M -8% 184k 309.06
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.9 $57M +5% 1.0M 54.91
Ishares Tr Core S&p500 Etf (IVV) 2.8 $54M -4% 162k 336.06
Vanguard Index Fds Growth Etf (VUG) 2.5 $50M -9% 218k 227.61
Ishares Core Msci Emkt (IEMG) 2.4 $48M -2% 907k 52.80
Ishares Tr U.s. Utilits Etf (IDU) 2.3 $45M +3% 309k 146.02
Costco Wholesale Corporation (COST) 2.0 $40M -3% 113k 355.00
Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $40M 213k 185.31
Mastercard Incorporated Cl A (MA) 1.9 $38M -4% 113k 338.17

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Danaher Corporation (DHR) 1.9 $37M -11% 170k 215.33
Ishares Tr Core Total Usd (IUSB) 1.8 $36M +5% 656k 54.38
Disney Walt Com Disney (DIS) 1.8 $35M 282k 124.08
Colgate-Palmolive Company (CL) 1.7 $34M 442k 77.15
Microsoft Corporation (MSFT) 1.7 $34M -2% 160k 210.33
Johnson & Johnson (JNJ) 1.7 $34M 225k 148.88
Visa Com Cl A (V) 1.7 $33M +2% 166k 199.97
Alphabet Cap Stk Cl A (GOOGL) 1.6 $33M -3% 22k 1465.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $31M 146k 212.94
Amazon (AMZN) 1.5 $30M -3% 9.4k 3148.70
Fortive (FTV) 1.4 $28M 372k 76.21
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.4 $28M +7% 557k 50.72
Baxter International (BAX) 1.4 $27M +2% 340k 80.42
Ishares Tr Msci Eafe Etf (EFA) 1.2 $25M 387k 63.65
Abbott Laboratories (ABT) 1.2 $24M -3% 224k 108.83
Qualcomm (QCOM) 1.2 $24M -5% 202k 117.68
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.1 $23M +7% 439k 51.55
Clorox Company (CLX) 1.0 $21M 97k 210.17
Pfizer (PFE) 1.0 $19M 529k 36.70
Zoetis Cl A (ZTS) 1.0 $19M 117k 165.37
TJX Companies (TJX) 0.9 $19M 334k 55.65
McDonald's Corporation (MCD) 0.9 $19M 84k 219.50
Waste Management (WM) 0.9 $17M +3% 154k 113.17
Verizon Communications (VZ) 0.9 $17M 291k 59.49
Wal-Mart Stores (WMT) 0.9 $17M -3% 123k 139.91
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.9 $17M +5% 322k 52.37
Blackstone Group Com Cl A (BX) 0.8 $17M 322k 52.20
Ishares Tr Gov/cred Bd Etf (GBF) 0.8 $17M +5% 133k 125.24
Ecolab (ECL) 0.8 $16M 82k 199.84
JPMorgan Chase & Co. (JPM) 0.8 $16M 168k 96.27
Etf Managers Tr Prime Cybr Scrty (HACK) 0.8 $16M -3% 343k 46.54
Stryker Corporation (SYK) 0.8 $16M 76k 208.37
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.8 $16M +8% 283k 56.08
American Tower Reit (AMT) 0.8 $16M +2% 65k 241.73
Merck & Co (MRK) 0.7 $15M +3392% 178k 82.95
Vanguard Index Fds Large Cap Etf (VV) 0.7 $13M -5% 84k 156.44
Chevron Corporation (CVX) 0.6 $13M 178k 72.00
AFLAC Incorporated (AFL) 0.6 $11M +11% 309k 36.35
Ishares Tr Intl Sel Div Etf (IDV) 0.5 $11M +2% 426k 24.93
Ishares Tr Usd Inv Grde Etf (USIG) 0.5 $11M +3% 175k 60.78
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.5 $10M -5% 49k 210.68
Citigroup Com New (C) 0.5 $9.6M +8% 223k 43.11
Ross Stores (ROST) 0.5 $9.2M 98k 93.32
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $8.7M +3% 302k 28.92
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $8.5M +3% 406k 21.08
Ishares Tr Gbl Comm Svc Etf (IXP) 0.4 $7.3M 111k 65.96
Pimco Etf Tr Active Bd Etf (BOND) 0.4 $7.3M +10% 65k 112.44
Procter & Gamble Company (PG) 0.4 $7.1M 51k 138.98
Lockheed Martin Corporation (LMT) 0.3 $6.3M 16k 383.27
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $6.2M -2% 77k 80.63
Unilever Spon Adr New (UL) 0.3 $6.2M +3% 100k 61.68
Kimberly-Clark Corporation (KMB) 0.3 $6.0M 41k 147.66
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $5.9M +8% 97k 60.81
Pepsi (PEP) 0.3 $5.6M +2% 40k 138.60
Coca-Cola Company (KO) 0.3 $5.1M +3% 104k 49.37
Vanguard World Fds Health Car Etf (VHT) 0.3 $5.0M 25k 204.01
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $4.8M -2% 76k 64.10
Ishares Tr Rus 1000 Etf (IWB) 0.2 $4.7M -3% 25k 187.14
Intel Corporation (INTC) 0.2 $3.3M 64k 51.78
Vanguard World Mega Cap Index (MGC) 0.2 $3.3M 27k 119.91
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $3.1M -2% 11k 277.79
Vanguard Index Fds Value Etf (VTV) 0.1 $2.8M 27k 104.53
NVIDIA Corporation (NVDA) 0.1 $2.6M 4.8k 541.18
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $2.3M +3% 107k 21.74
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $2.3M -7% 9.9k 234.57
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.3M +4% 63k 36.45
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $2.3M 7.6k 299.63
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $2.3M -8% 28k 79.64
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.1M +3% 27k 78.95
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $2.0M -11% 14k 147.08
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $1.9M -6% 5.7k 334.91
Alphabet Cap Stk Cl C (GOOG) 0.1 $1.8M -5% 1.2k 1469.40
Ishares Tr Us Telecom Etf (IYZ) 0.1 $1.7M 62k 27.19
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.7M -12% 5.4k 307.62
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $1.5M -4% 49k 31.41
Chegg (CHGG) 0.1 $1.4M -2% 19k 71.47
Home Depot (HD) 0.1 $1.3M +26% 4.7k 277.82
Palantir Technologies Cl A (PLTR) 0.1 $1.2M NEW 126k 9.50
Boeing Company (BA) 0.1 $1.1M -11% 6.5k 165.34
Charles Schwab Corporation (SCHW) 0.1 $1.0M -8% 29k 36.24
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.1 $1.0M +30% 19k 53.89
Ishares Tr Short Treas Bd (SHV) 0.0 $986k +31% 8.9k 110.71
Facebook Cl A (FB) 0.0 $918k -7% 3.5k 261.76
International Business Machines (IBM) 0.0 $917k -20% 7.5k 121.62
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $843k 3.1k 272.11
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $800k +24% 30k 26.75
Cisco Systems (CSCO) 0.0 $719k +2% 18k 39.41
Netease Sponsored Ads (NTES) 0.0 $674k 1.5k 454.48
BlackRock (BLK) 0.0 $665k -2% 1.2k 563.56
Xilinx (XLNX) 0.0 $665k -3% 6.4k 104.31
Edwards Lifesciences (EW) 0.0 $653k -20% 8.2k 79.83
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $642k -8% 3.0k 216.97
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $636k -7% 5.0k 127.86
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $595k +37% 5.5k 108.02
United Security Bancshares (UBFO) 0.0 $577k 95k 6.11
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.0 $517k 22k 23.20
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $496k 7.3k 68.39
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $487k 18k 27.60
Honeywell International (HON) 0.0 $473k +10% 2.9k 164.58
At&t (T) 0.0 $468k -35% 16k 28.54
Adobe Systems Incorporated (ADBE) 0.0 $452k 921.00 490.77
Amgen (AMGN) 0.0 $427k +16% 1.7k 254.17
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $411k -3% 3.6k 115.26
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $363k 5.8k 62.45
Ishares Tr Core Div Grwth (DGRO) 0.0 $360k -7% 9.0k 39.81
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $344k +3% 3.4k 102.02
Starbucks Corporation (SBUX) 0.0 $329k +31% 3.8k 85.86
Tesla Motors (TSLA) 0.0 $315k NEW 735.00 428.57
Duke Energy Corp Com New (DUK) 0.0 $310k 3.5k 88.70
Bank of America Corporation (BAC) 0.0 $308k -6% 13k 24.11
Exxon Mobil Corporation (XOM) 0.0 $306k -33% 8.9k 34.27
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.0 $305k +10% 5.5k 55.40
Netflix (NFLX) 0.0 $284k +20% 568.00 500.00
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $280k 1.6k 180.30
3M Company (MMM) 0.0 $267k 1.7k 160.17
Ishares Tr Core High Dv Etf (HDV) 0.0 $254k -27% 3.2k 80.33
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $252k NEW 858.00 293.71
Marsh & McLennan Companies (MMC) 0.0 $252k 2.2k 114.60
Texas Instruments Incorporated (TXN) 0.0 $244k 1.7k 142.61
Abiomed (ABMD) 0.0 $243k 877.00 277.08
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $235k -20% 1.8k 128.91
Caterpillar (CAT) 0.0 $233k NEW 1.6k 148.98
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $216k NEW 2.0k 108.00
Automatic Data Processing (ADP) 0.0 $209k -8% 1.5k 139.61
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $207k -7% 1.8k 118.02
T. Rowe Price (TROW) 0.0 $205k NEW 1.6k 128.04
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $201k -2% 2.3k 86.38
Applied Materials (AMAT) 0.0 $200k NEW 3.4k 59.40

Past Filings by Destination Wealth Management

SEC 13F filings are viewable for Destination Wealth Management going back to 2011

View all past filings