YCMNET Advisors

Destination Wealth Management as of Dec. 31, 2020

Portfolio Holdings for Destination Wealth Management

Destination Wealth Management holds 161 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core Us Aggbd Et (AGG) 8.2 $188M 1.6M 118.19
Apple (AAPL) 4.8 $111M 838k 132.69
Spdr Ser Tr S&p Divid Etf (SDY) 3.9 $89M 839k 105.93
Ishares Tr Core S&p Scp Etf (IJR) 3.5 $80M 865k 91.90
Ishares Tr Expnd Tec Sc Etf (IGM) 2.7 $63M 179k 349.83
Ishares Tr Core S&p500 Etf (IVV) 2.7 $62M 165k 375.39
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.6 $59M 565k 104.43
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.6 $59M 1.1M 55.17
Ishares Core Msci Emkt (IEMG) 2.4 $56M 901k 62.04
Vanguard Index Fds Growth Etf (VUG) 2.3 $54M 213k 253.34
Walt Disney Company (DIS) 2.2 $50M 275k 181.18
Ishares Tr U.s. Utilits Etf (IDU) 2.1 $49M 630k 77.60
Ishares Tr Core S&p Mcp Etf (IJH) 2.1 $49M 211k 229.83
Costco Wholesale Corporation (COST) 1.8 $42M 111k 376.78
Mastercard Incorporated Cl A (MA) 1.8 $40M 113k 356.94
Alphabet Cap Stk Cl A (GOOGL) 1.7 $39M 22k 1752.63
Colgate-Palmolive Company (CL) 1.7 $38M 444k 85.51
Visa Com Cl A (V) 1.6 $38M 172k 218.73
Microsoft Corporation (MSFT) 1.6 $37M 165k 222.42
Ishares Tr Core Total Usd (IUSB) 1.6 $37M 673k 54.58
Danaher Corporation (DHR) 1.6 $37M 165k 222.14
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.6 $36M 707k 50.79
Johnson & Johnson (JNJ) 1.6 $36M 227k 157.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $35M 152k 231.87
Amazon (AMZN) 1.4 $31M 9.6k 3256.97
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.3 $29M 571k 50.72
Qualcomm (QCOM) 1.2 $29M 187k 152.34
Ishares Tr Msci Eafe Etf (EFA) 1.2 $28M 385k 72.96
Baxter International (BAX) 1.2 $28M 343k 80.24
Fortive (FTV) 1.2 $27M 384k 70.82
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.2 $27M 262k 102.04
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $26M 470k 56.03
Abbott Laboratories (ABT) 1.1 $25M 225k 109.49
Ishares Tr Core 1 5 Yr Usd (ISTB) 1.0 $23M 452k 51.64
TJX Companies (TJX) 1.0 $23M 332k 68.29
JPMorgan Chase & Co. (JPM) 0.9 $22M 171k 127.07
Blackstone Group Com Cl A (BX) 0.9 $21M 321k 64.81
Clorox Company (CLX) 0.9 $20M 99k 201.92
Pfizer (PFE) 0.9 $20M 535k 36.81
Etf Managers Tr Prime Cybr Scrty 0.9 $20M 342k 57.56
Zoetis Cl A (ZTS) 0.8 $20M 118k 165.50
Stryker Corporation (SYK) 0.8 $19M 76k 245.04
McDonald's Corporation (MCD) 0.8 $19M 86k 214.58
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.8 $19M 203k 90.95
Waste Management (WM) 0.8 $19M 157k 117.93
Ecolab (ECL) 0.8 $18M 83k 216.36
Wal-Mart Stores (WMT) 0.8 $18M 123k 144.15
Verizon Communications (VZ) 0.8 $18M 301k 58.75
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.8 $17M 330k 52.38
Ishares Tr Gov/cred Bd Etf (GBF) 0.7 $17M 136k 125.91
American Express Company (AXP) 0.7 $17M 140k 120.91
Merck & Co (MRK) 0.7 $16M 194k 81.80
Vanguard Index Fds Large Cap Etf (VV) 0.6 $14M 81k 175.74
American Tower Reit (AMT) 0.6 $14M 63k 224.47
AFLAC Incorporated (AFL) 0.6 $14M 311k 44.47
Chevron Corporation (CVX) 0.6 $14M 162k 84.45
Citigroup Com New (C) 0.6 $13M 217k 61.66
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.5 $12M 49k 253.54
Ross Stores (ROST) 0.5 $12M 99k 122.81
Ishares Tr Usd Inv Grde Etf (USIG) 0.5 $11M 178k 61.97
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $9.2M 266k 34.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $8.6M 240k 36.01
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $8.5M 287k 29.47
Wisdomtree Tr Us Smallcap Divd (DES) 0.4 $8.2M 307k 26.60
Ishares Tr Gbl Comm Svc Etf (IXP) 0.3 $8.0M 108k 74.23
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $8.0M 71k 113.10
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $7.2M 19k 373.88
Procter & Gamble Company (PG) 0.3 $7.0M 51k 139.15
Unilever Spon Adr New (UL) 0.3 $6.2M 103k 60.36
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.3 $5.9M 96k 61.79
Pepsi (PEP) 0.3 $5.9M 40k 148.29
Lockheed Martin Corporation (LMT) 0.3 $5.8M 16k 354.96
Coca-Cola Company (KO) 0.3 $5.8M 105k 54.84
Kimberly-Clark Corporation (KMB) 0.2 $5.6M 42k 134.83
Vanguard World Fds Health Car Etf (VHT) 0.2 $5.5M 24k 223.72
Ishares Tr Rus 1000 Etf (IWB) 0.2 $5.4M 26k 211.86
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $5.1M 75k 67.45
Vontier Corporation (VNT) 0.2 $4.9M 147k 33.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $3.8M 12k 313.72
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.2 $3.7M 41k 89.00
Vanguard World Mega Cap Index (MGC) 0.2 $3.6M 27k 133.44
Intel Corporation (INTC) 0.1 $3.4M 68k 49.82
Vanguard Index Fds Value Etf (VTV) 0.1 $3.3M 28k 118.97
NVIDIA Corporation (NVDA) 0.1 $2.5M 4.9k 522.14
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $2.5M 9.0k 275.23
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.4M 63k 38.51
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $2.4M 7.3k 327.32
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $2.3M 25k 90.99
Alphabet Cap Stk Cl C (GOOG) 0.1 $2.3M 1.3k 1751.94
Pimco Etf Tr Enhancd Short (EMNT) 0.1 $2.2M 22k 100.75
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $2.2M 26k 84.94
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $2.2M 97k 22.28
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $2.1M 26k 82.34
Ishares Tr Us Telecom Etf (IYZ) 0.1 $1.8M 60k 30.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.7M 4.9k 343.66
Charles Schwab Corporation (SCHW) 0.1 $1.6M 30k 53.04
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.5M 22k 68.20
Home Depot (HD) 0.1 $1.5M 5.6k 265.68
Palantir Technologies Cl A (PLTR) 0.1 $1.5M 62k 23.55
Boeing Company (BA) 0.1 $1.3M 5.8k 213.99
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.2M 40k 30.66
Viatris (VTRS) 0.1 $1.2M 63k 18.74
Facebook Cl A (META) 0.0 $1.1M 4.2k 273.14
Ishares Tr Short Treas Bd (SHV) 0.0 $946k 8.6k 110.57
Cisco Systems (CSCO) 0.0 $943k 21k 44.77
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $924k 17k 54.20
BlackRock (BLK) 0.0 $880k 1.2k 721.90
Xilinx 0.0 $876k 6.2k 141.77
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $755k 12k 62.80
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $738k 3.1k 236.46
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $714k 3.0k 241.30
Netease Sponsored Ads (NTES) 0.0 $710k 7.4k 95.75
Edwards Lifesciences (EW) 0.0 $707k 7.8k 91.17
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $686k 9.6k 71.53
Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) 0.0 $673k 12k 58.56
United Security Bancshares (UBFO) 0.0 $666k 95k 7.05
Honeywell International (HON) 0.0 $622k 2.9k 212.58
J P Morgan Exchange-traded F Betbuld Japan 0.0 $588k 21k 27.99
Tesla Motors (TSLA) 0.0 $581k 824.00 705.10
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.0 $556k 22k 24.95
International Business Machines (IBM) 0.0 $547k 4.3k 125.98
Netflix (NFLX) 0.0 $534k 987.00 541.03
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $534k 4.9k 108.14
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $527k 19k 27.99
Adobe Systems Incorporated (ADBE) 0.0 $465k 929.00 500.54
Nuveen CA Dividend Advantage Muni. Fund (NAC) 0.0 $457k 30k 15.15
At&t (T) 0.0 $451k 16k 28.78
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $447k 3.5k 128.26
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $421k 3.0k 141.28
Yum! Brands (YUM) 0.0 $405k 3.7k 108.67
Bank of America Corporation (BAC) 0.0 $404k 13k 30.29
Ishares Tr Core Div Grwth (DGRO) 0.0 $401k 9.0k 44.79
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $397k 6.2k 64.11
Texas Instruments Incorporated (TXN) 0.0 $367k 2.2k 164.35
Starbucks Corporation (SBUX) 0.0 $366k 3.4k 106.89
Amgen (AMGN) 0.0 $356k 1.5k 229.97
Caterpillar (CAT) 0.0 $337k 1.9k 181.97
Exxon Mobil Corporation (XOM) 0.0 $326k 7.9k 41.26
Duke Energy Corp Com New (DUK) 0.0 $323k 3.5k 91.48
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $319k 2.0k 157.84
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $310k 1.5k 211.75
Ishares Tr Core High Dv Etf (HDV) 0.0 $299k 3.4k 87.81
Ishares Tr Barclays 7 10 Yr (IEF) 0.0 $297k 2.5k 120.15
Morgan Stanley Com New (MS) 0.0 $290k 4.2k 68.57
Marsh & McLennan Companies (MMC) 0.0 $287k 2.4k 117.19
Abiomed 0.0 $284k 877.00 323.83
3M Company (MMM) 0.0 $277k 1.6k 174.54
Ishares Tr Core Msci Intl (IDEV) 0.0 $269k 4.4k 61.61
Automatic Data Processing (ADP) 0.0 $264k 1.5k 176.35
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $260k 1.9k 136.55
Ishares Gold Trust Ishares 0.0 $255k 14k 18.16
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $255k 2.0k 127.50
T. Rowe Price (TROW) 0.0 $242k 1.6k 151.16
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $223k 6.7k 33.09
Applied Materials (AMAT) 0.0 $222k 2.6k 86.25
Oracle Corporation (ORCL) 0.0 $219k 3.4k 64.77
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.0 $217k 2.5k 86.25
Yum China Holdings (YUMC) 0.0 $213k 3.7k 57.09
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $211k 907.00 232.64
Abbvie (ABBV) 0.0 $207k 1.9k 107.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $205k 4.1k 50.15