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 June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 6.9 $179M -5% 1.6M 115.33
Apple (AAPL) 4.6 $118M 862k 136.96
Spdr Ser Tr S&p Divid Etf (SDY) 3.7 $96M -3% 783k 122.28
Ishares Tr Core S&p Scp Etf (IJR) 3.2 $83M -3% 736k 112.98
Ishares Tr Expnd Tec Sc Etf (IGM) 2.6 $68M 168k 403.98
Ishares Tr Core S&p500 Etf (IVV) 2.6 $67M 157k 429.92
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.6 $67M +5% 629k 106.31
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.5 $65M +4% 1.2M 54.81
Ishares Core Msci Emkt (IEMG) 2.3 $60M +2% 892k 66.99
Vanguard Index Fds Growth Etf (VUG) 2.3 $59M 205k 286.81
Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $53M 196k 268.73
Ishares Tr U.s. Utilits Etf (IDU) 2.0 $51M 652k 78.50
Alphabet Cap Stk Cl A (GOOGL) 1.9 $48M -6% 20k 2441.80
Microsoft Corporation (MSFT) 1.8 $46M 171k 270.90

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Costco Wholesale Corporation (COST) 1.7 $45M 114k 395.67
Walt Disney Company (DIS) 1.7 $44M 249k 175.77
Danaher Corporation (DHR) 1.7 $43M 161k 268.36
Visa Com Cl A (V) 1.6 $43M +2% 182k 233.82
Mastercard Incorporated Cl A (MA) 1.6 $42M 115k 365.09
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $42M 150k 277.92
Ishares Tr Core Total Usd (IUSB) 1.5 $40M +5% 743k 53.49
Johnson & Johnson (JNJ) 1.5 $39M +2% 238k 164.74
Colgate-Palmolive Company (CL) 1.5 $38M +3% 471k 81.35
Amazon (AMZN) 1.3 $35M 10k 3440.13
Ishares Tr Exponential Tech (XT) 1.3 $33M +6343% 517k 63.25
Baxter International (BAX) 1.2 $32M +5% 401k 80.50
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.2 $31M +3% 615k 50.82
Ishares Tr Msci Eafe Etf (EFA) 1.2 $31M 393k 78.88
Fortive (FTV) 1.2 $30M +5% 432k 69.74
Blackstone Group Inc Com Cl A (BX) 1.1 $28M -10% 286k 97.14
Qualcomm (QCOM) 1.0 $26M 182k 142.93
Abbott Laboratories (ABT) 1.0 $26M 223k 115.93
JPMorgan Chase & Co. (JPM) 1.0 $26M 165k 155.54
American Express Company (AXP) 1.0 $25M 153k 165.23
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.0 $25M +2% 485k 51.29
Target Corporation (TGT) 1.0 $25M 102k 241.74
TJX Companies (TJX) 0.9 $23M 341k 67.42
Pfizer (PFE) 0.9 $23M +2% 584k 39.16
Zoetis Cl A (ZTS) 0.9 $23M 122k 186.36
Waste Management (WM) 0.9 $23M 161k 140.11
Nike CL B (NKE) 0.8 $22M +2% 142k 154.49
McDonald's Corporation (MCD) 0.8 $20M 89k 230.99
Etf Managers Tr Prime Cybr Scrty (HACK) 0.8 $20M 336k 60.65
Stryker Corporation (SYK) 0.8 $20M 78k 259.73
Southwest Airlines (LUV) 0.8 $20M +2% 381k 53.09
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $20M +10% 167k 120.16
Capital One Financial (COF) 0.8 $20M +3% 130k 154.69
American Tower Reit (AMT) 0.8 $20M +3% 73k 270.14
Clorox Company (CLX) 0.8 $20M +4% 110k 179.91
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.7 $19M -4% 381k 50.74
Intercontinental Exchange (ICE) 0.7 $18M NEW 155k 118.70
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.7 $18M +4% 357k 51.43
Ishares Tr Gov/cred Bd Etf (GBF) 0.7 $18M +3% 148k 122.44
Verizon Communications (VZ) 0.7 $18M +3% 323k 56.03
Ecolab (ECL) 0.7 $18M +3% 88k 205.97
Wal-Mart Stores (WMT) 0.7 $18M 126k 141.02
AFLAC Incorporated (AFL) 0.7 $18M 330k 53.66
Merck & Co (MRK) 0.7 $17M +4% 222k 77.77
Citigroup Com New (C) 0.7 $17M 243k 70.75
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.7 $17M -6% 311k 54.60
Vanguard Index Fds Large Cap Etf (VV) 0.6 $15M -2% 75k 200.75
Palantir Technologies Cl A (PLTR) 0.6 $15M 558k 26.36
Invesco Exchange Traded Fd T S&p500 Eql Tec (RYT) 0.5 $13M -2% 45k 290.06
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $13M -5% 125k 103.97
Ross Stores (ROST) 0.5 $13M 102k 124.00
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.5 $12M -17% 121k 101.97
Ishares Tr Usd Inv Grde Etf (USIG) 0.4 $12M +4% 192k 60.59
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $10M 317k 32.40
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $10M -3% 243k 41.95
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $8.8M -3% 277k 31.89
Vanguard World Mega Cap Index (MGC) 0.3 $8.4M +2% 55k 152.35
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $8.4M +4% 76k 110.96
Ishares Tr Gbl Comm Svc Etf (IXP) 0.3 $8.3M -7% 95k 86.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $7.8M 18k 428.06
Procter & Gamble Company (PG) 0.3 $7.5M +4% 56k 134.93
Unilever Spon Adr New (UL) 0.3 $6.7M +3% 114k 58.50
Lockheed Martin Corporation (LMT) 0.2 $6.4M 17k 378.35
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $6.3M 105k 60.52
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $6.2M -7% 158k 39.45
Pepsi (PEP) 0.2 $6.1M +3% 41k 148.17
Kimberly-Clark Corporation (KMB) 0.2 $6.0M +2% 45k 133.78
Coca-Cola Company (KO) 0.2 $5.8M 108k 54.11
Vanguard World Fds Health Car Etf (VHT) 0.2 $5.7M 23k 247.13
Ishares Tr Rus 1000 Etf (IWB) 0.2 $5.4M -8% 22k 242.07
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $5.2M 75k 69.97
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $4.2M 12k 354.45
NVIDIA Corporation (NVDA) 0.2 $4.2M 5.2k 800.15
Chevron Corporation (CVX) 0.1 $3.5M -16% 34k 104.75
Intel Corporation (INTC) 0.1 $3.5M 63k 56.14
Vanguard Index Fds Value Etf (VTV) 0.1 $3.5M -3% 25k 137.47
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $3.4M -3% 33k 104.17
Alphabet Cap Stk Cl C (GOOG) 0.1 $3.1M -2% 1.2k 2506.06
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.9M +6% 29k 101.78
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.9M +8% 74k 39.34
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $2.6M +3% 27k 95.53
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $2.5M -3% 8.0k 314.02
Pimco Etf Tr Enhancd Short (EMNT) 0.1 $2.5M +29% 25k 100.66
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $2.5M 6.9k 361.09
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $2.4M -6% 24k 104.25
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $2.4M 108k 22.15
Charles Schwab Corporation (SCHW) 0.1 $2.3M -10% 31k 72.79
Ishares Tr Us Telecom Etf (IYZ) 0.1 $2.1M +2% 64k 33.22
Home Depot (HD) 0.1 $1.8M +14% 5.8k 318.82
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.6M 21k 78.29
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.5M -13% 3.9k 393.50
Boeing Company (BA) 0.1 $1.4M 5.8k 239.49
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $1.3M 39k 32.89
Cisco Systems (CSCO) 0.0 $1.2M -14% 22k 53.00
BlackRock (BLK) 0.0 $1.1M 1.2k 874.59
Facebook Cl A (FB) 0.0 $964k -10% 2.8k 347.76
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $880k -6% 14k 62.65
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $813k 9.8k 82.85
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $813k -2% 3.0k 271.45
Edwards Lifesciences (EW) 0.0 $783k 7.6k 103.52
United Security Bancshares (UBFO) 0.0 $772k 95k 8.17
Ishares Tr Short Treas Bd (SHV) 0.0 $769k -10% 7.0k 110.52
Bank of America Corporation (BAC) 0.0 $746k +23% 18k 41.21
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $741k -16% 14k 55.06
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.0 $741k +25% 29k 25.37
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $704k 25k 28.10
Xilinx (XLNX) 0.0 $668k 4.6k 144.59
Vontier Corporation (VNT) 0.0 $661k -86% 20k 32.59
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $631k 3.1k 201.53
Honeywell International (HON) 0.0 $616k 2.8k 219.22
J P Morgan Exchange-traded F Betabuldrs Japan (BBJP) 0.0 $540k NEW 9.6k 56.53
Adobe Systems Incorporated (ADBE) 0.0 $529k -4% 903.00 585.83
International Business Machines (IBM) 0.0 $509k -17% 3.5k 146.56
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $495k -7% 3.4k 145.89
California Bancorp (CALB) 0.0 $491k 26k 18.70
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $487k +86% 3.1k 154.65
At&t (T) 0.0 $475k 17k 28.76
Netease Sponsored Ads (NTES) 0.0 $440k 3.8k 115.33
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $438k NEW 2.0k 222.90
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $434k +13% 15k 28.34
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $426k -13% 3.9k 107.88
Ishares Tr Core Div Grwth (DGRO) 0.0 $422k -13% 8.4k 50.38
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $421k +14% 12k 34.91
Yum! Brands (YUM) 0.0 $413k -9% 3.6k 114.98
Global X Fds Lithium Btry Etf (LIT) 0.0 $400k +9% 5.5k 72.44
Texas Instruments Incorporated (TXN) 0.0 $388k -15% 2.0k 192.46
Duke Energy Corp Com New (DUK) 0.0 $371k -16% 3.8k 98.62
Morgan Stanley Com New (MS) 0.0 $369k -4% 4.0k 91.59
Applied Materials (AMAT) 0.0 $367k 2.6k 142.58
Ishares Tr Ishares Biotech (IBB) 0.0 $364k +3% 2.2k 163.52
Netflix (NFLX) 0.0 $359k 680.00 527.94
Amgen (AMGN) 0.0 $355k +7% 1.5k 243.99
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $354k -3% 1.5k 236.16
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $348k +15% 15k 23.44
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $340k NEW 3.5k 98.49
Starbucks Corporation (SBUX) 0.0 $332k -2% 3.0k 111.71
Eversource Energy (ES) 0.0 $332k -10% 4.1k 80.29
Oracle Corporation (ORCL) 0.0 $324k +23% 4.2k 77.92
Eli Lilly & Co. (LLY) 0.0 $321k +25% 1.4k 229.29
Tractor Supply Company (TSCO) 0.0 $316k NEW 1.7k 185.88
Marsh & McLennan Companies (MMC) 0.0 $309k 2.2k 140.52
Vanguard Index Fds Small Cp Etf (VB) 0.0 $307k NEW 1.4k 225.40
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $305k 2.0k 150.84
Xcel Energy (XEL) 0.0 $300k -11% 4.6k 65.82
Ishares Tr Core Msci Intl (IDEV) 0.0 $294k 4.4k 67.34
Automatic Data Processing (ADP) 0.0 $292k 1.5k 198.37
Abbvie (ABBV) 0.0 $292k -31% 2.6k 112.65
Ishares Tr Barclays 7 10 Yr (IEF) 0.0 $285k 2.5k 115.57
Activision Blizzard (ATVI) 0.0 $284k NEW 3.0k 95.46
Wells Fargo & Company (WFC) 0.0 $274k NEW 6.0k 45.36
3M Company (MMM) 0.0 $270k -13% 1.4k 198.82
Ishares Tr Core High Dv Etf (HDV) 0.0 $263k -9% 2.7k 96.48
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.0 $257k NEW 2.7k 96.15
Ishares Msci Frontier (FM) 0.0 $252k NEW 7.6k 33.19
T. Rowe Price (TROW) 0.0 $250k -5% 1.3k 197.78
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $248k 1.7k 144.35
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $245k NEW 3.7k 65.63
Abiomed (ABMD) 0.0 $243k 777.00 312.74
Ishares Gold Tr Ishares New (IAU) 0.0 $227k NEW 6.7k 33.73
Yum China Holdings (YUMC) 0.0 $226k -7% 3.4k 66.24
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $221k -20% 1.4k 158.42
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $214k NEW 2.0k 108.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $213k NEW 2.8k 75.75
Caterpillar (CAT) 0.0 $212k -24% 975.00 217.44
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $207k -7% 913.00 226.73
Bristol Myers Squibb (BMY) 0.0 $202k -39% 3.0k 66.78

Past Filings by Destination Wealth Management

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

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