YCMNET Advisors

Destination Wealth Management as of March 31, 2022

Portfolio Holdings for Destination Wealth Management

Destination Wealth Management holds 192 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.7 $155M 885k 174.61
Ishares Tr Core Us Aggbd Et (AGG) 4.9 $133M 1.2M 107.10
Spdr Ser Tr S&p Divid Etf (SDY) 3.4 $93M 726k 128.11
Ishares Tr Core S&p Scp Etf (IJR) 3.1 $83M 764k 107.88
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 2.8 $76M 817k 93.53
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.6 $72M 681k 104.94
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.5 $67M 1.3M 51.72
Ishares Tr Expnd Tec Sc Etf (IGM) 2.3 $63M 163k 388.63
Ishares Tr U.s. Utilits Etf (IDU) 2.3 $61M 675k 91.00
Ishares Tr Core S&p500 Etf (IVV) 2.2 $60M 133k 453.69
Costco Wholesale Corporation (COST) 2.2 $59M 102k 575.85
Ishares Core Msci Emkt (IEMG) 2.1 $58M 1.0M 55.55
Microsoft Corporation (MSFT) 2.0 $54M 176k 308.31
Ishares Tr Core S&p Mcp Etf (IJH) 2.0 $54M 202k 268.34
Amazon (AMZN) 1.9 $51M 16k 3259.94
Alphabet Cap Stk Cl A (GOOGL) 1.9 $51M 18k 2781.34
Vanguard Index Fds Growth Etf (VUG) 1.8 $49M 172k 287.60
Johnson & Johnson (JNJ) 1.7 $45M 252k 177.23
Visa Com Cl A (V) 1.6 $44M 197k 221.77
Danaher Corporation (DHR) 1.6 $44M 149k 293.33
Mastercard Incorporated Cl A (MA) 1.6 $43M 121k 357.38
Ishares Tr Core Total Usd (IUSB) 1.5 $40M 809k 49.63
Colgate-Palmolive Company (CL) 1.4 $38M 497k 75.83
Walt Disney Company (DIS) 1.4 $37M 270k 137.16
JPMorgan Chase & Co. (JPM) 1.3 $35M 259k 136.32
Ishares Tr Fltg Rate Nt Etf (FLOT) 1.2 $33M 651k 50.52
Ishares Tr Msci Eafe Etf (EFA) 1.1 $31M 416k 73.60
Pfizer (PFE) 1.1 $30M 574k 51.77
Fortive (FTV) 1.1 $29M 481k 60.93
Blackstone Group Inc Com Cl A (BX) 1.0 $28M 219k 126.94
American Express Company (AXP) 1.0 $27M 145k 187.00
Abbott Laboratories (ABT) 1.0 $27M 228k 118.36
Qualcomm (QCOM) 1.0 $27M 176k 152.82
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 1.0 $26M 515k 50.27
NVIDIA Corporation (NVDA) 1.0 $26M 95k 272.86
Waste Management (WM) 0.9 $26M 161k 158.50
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.9 $25M 517k 48.46
Intercontinental Exchange (ICE) 0.9 $24M 180k 132.12
Global X Fds Us Infr Dev Etf (PAVE) 0.8 $23M 809k 28.28
Zoetis Cl A (ZTS) 0.8 $23M 121k 188.59
McDonald's Corporation (MCD) 0.8 $23M 92k 247.28
Target Corporation (TGT) 0.8 $22M 105k 212.22
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.8 $22M 218k 100.16
TJX Companies (TJX) 0.8 $21M 352k 60.58
Stryker Corporation (SYK) 0.8 $21M 79k 267.35
AFLAC Incorporated (AFL) 0.8 $21M 329k 64.39
Baxter International (BAX) 0.7 $20M 258k 77.54
Southwest Airlines (LUV) 0.7 $20M 435k 45.80
Nike CL B (NKE) 0.7 $20M 148k 134.56
American Tower Reit (AMT) 0.7 $20M 79k 251.22
Wal-Mart Stores (WMT) 0.7 $20M 132k 148.92
Merck & Co (MRK) 0.7 $20M 240k 82.05
Etf Managers Tr Prime Cybr Scrty 0.7 $20M 334k 58.72
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.7 $19M 179k 104.26
Verizon Communications (VZ) 0.7 $19M 365k 50.94
Ishares Tr Exponential Tech (XT) 0.7 $19M 313k 59.04
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.7 $18M 389k 47.36
Ishares Tr Gov/cred Bd Etf (GBF) 0.7 $18M 160k 113.45
Capital One Financial (COF) 0.7 $18M 135k 131.29
Ecolab (ECL) 0.6 $17M 95k 176.56
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $14M 284k 50.57
Vanguard Index Fds Large Cap Etf (VV) 0.5 $13M 62k 208.49
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.5 $13M 44k 289.14
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $13M 233k 53.85
Ishares Tr Usd Inv Grde Etf (USIG) 0.4 $11M 208k 55.04
Global X Fds Autonmous Ev Etf (DRIV) 0.4 $11M 407k 27.56
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $11M 346k 31.76
Wisdomtree Tr Us Midcap Divid (DON) 0.4 $11M 238k 44.42
Ross Stores (ROST) 0.4 $10M 115k 90.46
Global X Fds Lithium Btry Etf (LIT) 0.3 $9.4M 122k 76.98
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $9.1M 285k 31.87
Procter & Gamble Company (PG) 0.3 $8.7M 57k 152.80
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $8.5M 24k 352.90
Vanguard World Mega Cap Index (MGC) 0.3 $8.2M 52k 159.05
Pimco Etf Tr Active Bd Etf (BOND) 0.3 $7.9M 77k 101.78
Lockheed Martin Corporation (LMT) 0.3 $7.7M 18k 441.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $7.4M 16k 451.66
Ishares Tr Gbl Comm Svc Etf (IXP) 0.3 $6.9M 94k 73.93
Pepsi (PEP) 0.2 $6.6M 39k 167.37
Coca-Cola Company (KO) 0.2 $6.4M 103k 62.00
Chevron Corporation (CVX) 0.2 $5.9M 36k 162.84
Kimberly-Clark Corporation (KMB) 0.2 $5.8M 47k 123.16
Unilever Spon Adr New (UL) 0.2 $5.7M 125k 45.57
Palantir Technologies Cl A (PLTR) 0.2 $5.6M 410k 13.73
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $5.6M 101k 54.87
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $5.4M 146k 36.72
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $5.2M 69k 75.88
Vanguard World Fds Health Car Etf (VHT) 0.2 $5.1M 20k 254.38
Ishares Tr Rus 1000 Etf (IWB) 0.2 $4.9M 20k 250.09
Alphabet Cap Stk Cl C (GOOG) 0.2 $4.6M 1.6k 2792.66
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $4.3M 12k 362.51
Pimco Etf Tr Enhancd Short (EMNT) 0.2 $4.1M 41k 99.12
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.1 $3.9M 156k 24.63
Vanguard Index Fds Value Etf (VTV) 0.1 $3.5M 23k 147.78
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $3.3M 69k 47.36
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $3.0M 28k 108.37
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $2.9M 30k 96.85
Charles Schwab Corporation (SCHW) 0.1 $2.8M 33k 84.30
Intel Corporation (INTC) 0.1 $2.8M 56k 49.56
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.7M 75k 36.42
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $2.4M 110k 21.77
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $2.3M 44k 53.39
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $2.2M 35k 60.95
Vanguard World Fds Consum Dis Etf (VCR) 0.1 $2.1M 6.7k 305.20
Home Depot (HD) 0.1 $1.9M 6.3k 299.37
Ishares Tr Us Telecom Etf (IYZ) 0.1 $1.8M 60k 29.89
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $1.6M 3.8k 415.04
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $1.5M 20k 75.87
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $1.4M 24k 58.16
Cisco Systems (CSCO) 0.0 $1.2M 21k 55.78
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $1.2M 42k 27.77
Boeing Company (BA) 0.0 $1.0M 5.4k 191.49
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.0 $1.0M 37k 27.79
Edwards Lifesciences (EW) 0.0 $894k 7.6k 117.77
BlackRock (BLK) 0.0 $883k 1.2k 763.84
Advanced Micro Devices (AMD) 0.0 $873k 8.0k 109.29
Bank of America Corporation (BAC) 0.0 $866k 21k 41.24
Meta Platforms Cl A (META) 0.0 $849k 3.8k 222.43
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $832k 3.0k 277.80
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $808k 3.1k 260.81
Eversource Energy (ES) 0.0 $802k 9.1k 88.20
United Security Bancshares (UBFO) 0.0 $784k 95k 8.30
Ishares Tr Msci Kld400 Soc (DSI) 0.0 $753k 8.7k 86.57
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.0 $704k 29k 24.11
Ishares Tr Short Treas Bd (SHV) 0.0 $660k 6.0k 110.28
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $651k 4.0k 162.06
California Bancorp (CALB) 0.0 $604k 26k 23.01
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $603k 11k 54.52
Citigroup Com New (C) 0.0 $569k 11k 53.43
Trinet (TNET) 0.0 $564k 5.7k 98.39
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $556k 22k 25.78
Abbvie (ABBV) 0.0 $519k 3.2k 161.99
J P Morgan Exchange-traded F Betabuldrs Japan (BBJP) 0.0 $485k 9.6k 50.77
Honeywell International (HON) 0.0 $480k 2.5k 194.65
Duke Energy Corp Com New (DUK) 0.0 $472k 4.2k 111.61
Eli Lilly & Co. (LLY) 0.0 $465k 1.6k 286.33
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $462k 6.2k 74.75
Ishares Tr Tips Bd Etf (TIP) 0.0 $457k 3.7k 124.56
Ishares Tr Core Div Grwth (DGRO) 0.0 $437k 8.2k 53.46
Tesla Motors (TSLA) 0.0 $433k 402.00 1077.11
Oracle Corporation (ORCL) 0.0 $423k 5.1k 82.65
Starbucks Corporation (SBUX) 0.0 $422k 4.6k 91.03
Select Sector Spdr Tr Financial (XLF) 0.0 $398k 10k 38.34
Clorox Company (CLX) 0.0 $389k 2.8k 138.93
Morgan Stanley Com New (MS) 0.0 $385k 4.4k 87.40
Applied Materials (AMAT) 0.0 $383k 2.9k 131.84
Yum! Brands (YUM) 0.0 $381k 3.2k 118.40
Netflix (NFLX) 0.0 $369k 985.00 374.62
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $356k 3.5k 101.25
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.0 $350k 12k 29.03
At&t (T) 0.0 $350k 15k 23.62
Wells Fargo & Company (WFC) 0.0 $341k 7.0k 48.44
AECOM Technology Corporation (ACM) 0.0 $340k 4.4k 76.92
Netease Sponsored Ads (NTES) 0.0 $337k 3.8k 89.63
Schwab Strategic Tr Us Tips Etf (SCHP) 0.0 $336k 5.5k 60.63
Prologis (PLD) 0.0 $333k 2.1k 161.42
Texas Instruments Incorporated (TXN) 0.0 $333k 1.8k 183.27
Xcel Energy (XEL) 0.0 $330k 4.6k 72.19
Ishares Tr Core High Dv Etf (HDV) 0.0 $328k 3.1k 107.05
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $320k 3.1k 104.51
Travelers Companies (TRV) 0.0 $310k 1.7k 182.46
Exxon Mobil Corporation (XOM) 0.0 $309k 3.7k 82.47
International Business Machines (IBM) 0.0 $308k 2.4k 130.01
UnitedHealth (UNH) 0.0 $307k 603.00 509.12
Raytheon Technologies Corp (RTX) 0.0 $305k 3.1k 99.12
Amgen (AMGN) 0.0 $288k 1.2k 241.81
Asml Holding N V N Y Registry Shs (ASML) 0.0 $285k 426.00 669.01
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $282k 3.3k 86.03
Caterpillar (CAT) 0.0 $282k 1.3k 222.57
Chubb (CB) 0.0 $282k 1.3k 213.96
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $279k 3.5k 78.81
Ishares Tr Core Msci Intl (IDEV) 0.0 $278k 4.4k 63.67
Ishares Msci Frontier (FM) 0.0 $271k 8.3k 32.54
Automatic Data Processing (ADP) 0.0 $270k 1.2k 227.46
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $268k 1.7k 157.65
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $267k 771.00 346.30
Ishares Tr Barclays 7 10 Yr (IEF) 0.0 $265k 2.5k 107.46
Deere & Company (DE) 0.0 $263k 634.00 414.83
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) 0.0 $259k 4.4k 58.54
Vanguard Index Fds Total Stk Mkt (VTI) 0.0 $259k 1.1k 227.39
Abiomed 0.0 $257k 777.00 330.76
Skyworks Solutions (SWKS) 0.0 $251k 1.9k 133.23
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $250k 2.5k 101.05
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $246k 590.00 416.95
Ishares Gold Tr Ishares New (IAU) 0.0 $245k 6.6k 36.90
First Tr Exchange-traded Dj Internt Idx (FDN) 0.0 $242k 1.3k 187.74
ConocoPhillips (COP) 0.0 $234k 2.3k 100.09
Select Sector Spdr Tr Communication (XLC) 0.0 $224k 3.3k 68.77
Comcast Corp Cl A (CMCSA) 0.0 $220k 4.7k 46.90
Activision Blizzard 0.0 $215k 2.7k 80.13
Marsh & McLennan Companies (MMC) 0.0 $203k 1.2k 170.73
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.0 $200k 4.0k 50.08