YCMNET Advisors

Destination Wealth Management as of March 31, 2026

Portfolio Holdings for Destination Wealth Management

Destination Wealth Management holds 303 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.7 $218M 861k 253.79
Ishares Tr Core Us Aggbd Et (AGG) 4.3 $167M 1.7M 99.27
Ishares Tr Core S&p Scp Etf (IJR) 2.7 $104M 838k 124.31
Ishares Core Msci Emkt (IEMG) 2.5 $98M 1.4M 69.75
Spdr Series Trust State Street Spd (SDY) 2.4 $92M 629k 145.94
Alphabet Cap Stk Cl A (GOOGL) 2.3 $87M 304k 287.56
Ishares Tr 10-20 Yr Trs Etf (TLH) 2.3 $87M 863k 100.72
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 2.2 $86M 930k 92.34
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.2 $85M 826k 103.43
Pimco Etf Tr Multisector Bd (PYLD) 2.2 $84M 3.2M 26.20
Ishares Tr Ishs 1-5yr Invs (IGSB) 2.1 $81M 1.5M 52.56
Costco Wholesale Corporation (COST) 1.9 $75M 75k 996.43
Microsoft Corporation (MSFT) 1.9 $74M 199k 370.17
Ishares Tr Expnd Tec Sc Etf (IGM) 1.9 $74M 621k 118.51
Ishares Tr Core S&p Mcp Etf (IJH) 1.9 $72M 1.1M 67.53
Ishares Tr U.s. Utilits Etf (IDU) 1.8 $70M 606k 116.11
Ishares Tr Core S&p500 Etf (IVV) 1.8 $70M 107k 653.21
Johnson & Johnson (JNJ) 1.8 $69M 283k 244.44
Amazon (AMZN) 1.8 $68M 328k 208.27
Ishares Tr Msci Eafe Etf (EFA) 1.7 $64M 658k 97.13
JPMorgan Chase & Co. (JPM) 1.6 $64M 216k 294.16
Vanguard Index Fds Growth Etf (VUG) 1.6 $60M 137k 436.79
Spdr Series Trust State Street Spd (SPTL) 1.5 $58M 2.2M 26.30
Visa Com Cl A (V) 1.4 $56M 185k 302.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.4 $54M 112k 479.20
Mastercard Incorporated Cl A (MA) 1.4 $53M 106k 499.66
Eli Lilly & Co. (LLY) 1.4 $52M 57k 919.78
Blackrock Etf Trust Ishares A I Inno (BAI) 1.3 $49M 1.5M 32.95
Ishares Tr Core Univrsl Usd (IUSB) 1.3 $48M 1.0M 46.19
Colgate-Palmolive Company (CL) 1.2 $47M 553k 85.23
TJX Companies (TJX) 1.0 $40M 250k 159.70
Analog Devices (ADI) 1.0 $39M 123k 318.14
Asml Hldg Nv N Y Registry Shs (ASML) 1.0 $37M 28k 1320.83
Wal-Mart Stores (WMT) 1.0 $37M 298k 124.28
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.9 $36M 1.6M 23.22
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.9 $35M 678k 50.95
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.9 $34M 333k 100.57
Global X Fds Us Infr Dev Etf (PAVE) 0.8 $32M 631k 50.81
American Express Company (AXP) 0.8 $32M 105k 302.48
Waste Management (WM) 0.8 $31M 136k 229.79
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.8 $31M 633k 48.46
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.8 $29M 392k 75.10
Verizon Communications (VZ) 0.7 $28M 552k 50.20
Ecolab (ECL) 0.7 $27M 102k 266.02
Walt Disney Company (DIS) 0.7 $27M 279k 96.38
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $27M 1.0M 25.64
McDonald's Corporation (MCD) 0.7 $27M 86k 310.79
Pfizer (PFE) 0.7 $27M 943k 28.08
Intercontinental Exchange (ICE) 0.7 $26M 168k 157.28
Abbott Laboratories (ABT) 0.7 $26M 257k 102.67
AFLAC Incorporated (AFL) 0.7 $26M 237k 109.71
Ross Stores (ROST) 0.7 $25M 116k 216.63
Qualcomm (QCOM) 0.6 $25M 190k 128.78
Stryker Corporation (SYK) 0.6 $23M 71k 328.59
Amplify Etf Tr Amplify Cybersec (HACK) 0.6 $23M 310k 75.09
Blackstone Group Inc Com Cl A (BX) 0.6 $23M 200k 114.99
Ishares Tr Cr 5 10 Yr Etf (IMTB) 0.6 $23M 516k 43.82
NVIDIA Corporation (NVDA) 0.6 $22M 128k 174.40
Ishares Tr Gov/cred Bd Etf (GBF) 0.6 $22M 210k 104.17
Capital One Financial (COF) 0.6 $22M 119k 182.43
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.6 $22M 455k 47.55
O'reilly Automotive (ORLY) 0.6 $21M 230k 92.31
Thermo Fisher Scientific (TMO) 0.5 $21M 42k 491.54
Intuitive Surgical Com New (ISRG) 0.5 $21M 45k 460.99
Alphabet Cap Stk Cl C (GOOG) 0.5 $20M 71k 286.86
American Tower Reit (AMT) 0.5 $20M 113k 172.58
Ishares Tr Intl Sel Div Etf (IDV) 0.4 $16M 374k 42.56
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $16M 24k 650.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $15M 27k 577.19
Ishares Tr Usd Inv Grde Etf (USIG) 0.4 $14M 277k 51.23
Vanguard Index Fds Large Cap Etf (VV) 0.3 $13M 44k 298.85
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $12M 236k 52.54
Zoetis Cl A (ZTS) 0.3 $12M 100k 118.21
Wisdomtree Tr Us Smallcap Divd (DES) 0.3 $12M 329k 35.94
Broadcom (AVGO) 0.3 $12M 37k 309.51
Tesla Motors (TSLA) 0.3 $11M 29k 371.75
Lockheed Martin Corporation (LMT) 0.3 $10M 17k 604.40
Vanguard World Mega Cap Index (MGC) 0.2 $9.1M 39k 236.35
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $9.1M 99k 92.28
Ishares Tr Esg Awre 1 5 Yr (SUSB) 0.2 $9.0M 361k 25.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $8.9M 15k 597.57
Meta Platforms Cl A (META) 0.2 $8.4M 15k 572.12
Procter & Gamble Company (PG) 0.2 $8.4M 58k 144.44
Ishares Tr Gbl Comm Svc Etf (IXP) 0.2 $8.4M 73k 114.86
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $8.2M 327k 25.10
Coca-Cola Company (KO) 0.2 $7.8M 102k 76.05
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $7.6M 143k 53.22
Chevron Corporation (CVX) 0.2 $7.4M 36k 206.90
Synopsys (SNPS) 0.2 $7.2M 18k 396.48
Unilever Spon Adr New (UL) 0.2 $7.1M 126k 56.97
Palantir Technologies Cl A (PLTR) 0.2 $6.5M 45k 146.28
Pepsi (PEP) 0.2 $6.2M 40k 155.29
Exxon Mobil Corporation (XOM) 0.2 $6.1M 36k 169.66
Ishares Tr Esg Optimized (SUSA) 0.2 $5.9M 45k 132.10
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $5.9M 239k 24.75
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) 0.2 $5.9M 130k 45.26
Ishares Tr Rus 1000 Etf (IWB) 0.1 $5.7M 16k 356.56
Vanguard Index Fds Value Etf (VTV) 0.1 $5.6M 29k 196.20
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $5.6M 181k 30.96
Kimberly-Clark Corporation (KMB) 0.1 $5.5M 57k 96.47
Vanguard World Health Car Etf (VHT) 0.1 $5.3M 19k 272.32
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $5.3M 14k 383.40
Select Sector Spdr Tr State Street Con (XLP) 0.1 $5.2M 64k 81.98
Pimco Etf Tr Enhancd Short (EMNT) 0.1 $4.8M 48k 98.93
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $4.7M 14k 328.65
Spdr Series Trust State Street Spd (SPSB) 0.1 $4.4M 147k 30.07
Charles Schwab Corporation (SCHW) 0.1 $4.2M 45k 93.98
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $4.2M 144k 29.08
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $3.4M 104k 32.95
Netflix (NFLX) 0.1 $3.0M 31k 96.15
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $3.0M 34k 88.70
Lam Research Corp Com New (LRCX) 0.1 $2.9M 14k 213.65
Advanced Micro Devices (AMD) 0.1 $2.9M 14k 203.43
Cintas Corporation (CTAS) 0.1 $2.9M 17k 169.14
United Parcel Svcs CL B (UPS) 0.1 $2.8M 28k 98.38
Danaher Corporation (DHR) 0.1 $2.8M 15k 189.60
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $2.7M 14k 191.92
Ishares Tr Us Telecom Etf (IYZ) 0.1 $2.7M 69k 39.32
Spdr Series Trust State Street Spd (SPAB) 0.1 $2.7M 106k 25.62
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $2.6M 46k 56.86
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $2.5M 23k 106.50
Applied Materials (AMAT) 0.1 $2.4M 7.1k 341.77
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $2.4M 79k 30.32
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $2.4M 118k 20.41
Vanguard World Consum Dis Etf (VCR) 0.1 $2.3M 6.5k 359.02
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $2.3M 7.2k 320.82
Arista Networks Com Shs (ANET) 0.1 $2.3M 19k 122.78
Ishares Tr Trust Ishare 0-1 (SHV) 0.1 $2.2M 20k 110.39
Oracle Corporation (ORCL) 0.1 $2.1M 15k 147.11
Spdr Series Trust State Street Spd (SPTM) 0.1 $2.1M 27k 79.06
Bofi Holding (AX) 0.1 $2.1M 24k 85.09
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $2.1M 9.6k 215.05
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $2.0M 69k 29.13
International Business Machines (IBM) 0.1 $1.9M 8.0k 242.40
Ishares Tr U.s. Med Dvc Etf (IHI) 0.0 $1.9M 35k 53.35
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $1.9M 29k 64.08
Dbx Etf Tr Xtrackers Msci (USSG) 0.0 $1.8M 31k 59.68
Goldman Sachs (GS) 0.0 $1.8M 2.1k 846.01
Cisco Systems (CSCO) 0.0 $1.7M 22k 77.59
Ishares Tr TRS FLT RT BD (TFLO) 0.0 $1.7M 33k 50.63
MercadoLibre (MELI) 0.0 $1.5M 896.00 1729.02
Novo-nordisk A S Adr (NVO) 0.0 $1.5M 41k 36.75
Home Depot (HD) 0.0 $1.4M 4.4k 328.90
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.0 $1.4M 2.00 718140.00
Intel Corporation (INTC) 0.0 $1.3M 30k 44.13
Nextera Energy (NEE) 0.0 $1.3M 14k 92.88
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $1.2M 2.9k 426.40
Blackrock (BLK) 0.0 $1.2M 1.2k 961.71
Abbvie (ABBV) 0.0 $1.2M 5.5k 217.51
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.0 $1.2M 22k 54.11
Corning Incorporated (GLW) 0.0 $1.1M 8.4k 135.97
Morgan Stanley Com New (MS) 0.0 $1.1M 6.8k 164.58
Raytheon Technologies Corp (RTX) 0.0 $1.1M 5.8k 192.91
Bank of America Corporation (BAC) 0.0 $1.0M 21k 48.75
United Security Bancshares 0.0 $993k 95k 10.51
Caterpillar (CAT) 0.0 $939k 1.3k 708.33
Starbucks Corporation (SBUX) 0.0 $895k 10k 89.59
Wells Fargo & Company (WFC) 0.0 $885k 11k 79.61
Jacobs Engineering Group (J) 0.0 $821k 6.4k 127.27
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.0 $807k 34k 23.87
Vanguard Whitehall Fds High Div Yld (VYM) 0.0 $799k 5.4k 148.10
Marathon Petroleum Corp (MPC) 0.0 $796k 3.3k 244.18
Putnam Etf Trust Franklin Calif (FTCA) 0.0 $786k 108k 7.28
Spdr Series Trust State Street Spd (BIL) 0.0 $773k 8.4k 91.64
Boeing Company (BA) 0.0 $762k 3.8k 199.02
Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $759k 6.4k 118.62
Chubb (CB) 0.0 $756k 2.3k 325.93
Travelers Companies (TRV) 0.0 $755k 2.6k 291.66
Copart (CPRT) 0.0 $753k 23k 33.20
Ishares U S Etf Tr Int Rt Hd Long (IGBH) 0.0 $751k 31k 24.18
Intuit (INTU) 0.0 $748k 1.7k 432.45
Vanguard World Esg Intl Stk Etf (VSGX) 0.0 $747k 10k 71.73
Merck & Co (MRK) 0.0 $744k 6.2k 120.29
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $736k 9.5k 77.11
Manhattan Associates (MANH) 0.0 $719k 5.4k 133.12
Illinois Tool Works (ITW) 0.0 $714k 2.7k 260.29
Ishares Tr Esg Msci Kld 400 (DSI) 0.0 $706k 5.8k 121.19
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $693k 1.6k 446.54
Global X Fds Autonmous Ev Etf (DRIV) 0.0 $684k 22k 30.52
Southern Company (SO) 0.0 $683k 7.1k 96.52
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $677k 5.1k 132.91
Gilead Sciences (GILD) 0.0 $655k 4.7k 139.37
Ishares Tr Core High Dv Etf (HDV) 0.0 $650k 4.8k 135.73
Ishares Tr Core Msci Eafe (IEFA) 0.0 $650k 7.2k 90.53
At&t (T) 0.0 $642k 22k 28.99
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $629k 16k 38.86
Duke Energy Corp Com New (DUK) 0.0 $627k 4.8k 130.95
Vanguard World Esg Us Stk Etf (ESGV) 0.0 $618k 5.5k 112.27
Schwab Strategic Tr Fundamental Us L (FNDX) 0.0 $609k 22k 27.85
Cme (CME) 0.0 $605k 2.0k 295.35
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.0 $604k 13k 45.06
Cummins (CMI) 0.0 $595k 1.1k 538.07
Medtronic SHS (MDT) 0.0 $587k 6.8k 86.65
Ge Aerospace Com New (GE) 0.0 $584k 2.1k 283.83
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $581k 1.9k 313.83
ConocoPhillips (COP) 0.0 $578k 4.4k 132.01
Blackrock MuniHoldings CA Insrd Fnd (MUC) 0.0 $556k 54k 10.40
Global X Fds Lithium Btry Etf (LIT) 0.0 $542k 7.3k 74.35
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $540k 1.6k 337.92
Altria (MO) 0.0 $536k 8.1k 65.99
Spdr Gold Tr Gold Shs (GLD) 0.0 $531k 1.2k 430.29
Iron Mountain (IRM) 0.0 $530k 5.2k 102.14
Amgen (AMGN) 0.0 $525k 1.5k 351.75
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $522k 1.1k 463.38
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $510k 10k 49.37
Edwards Lifesciences (EW) 0.0 $508k 6.3k 80.08
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $499k 3.5k 141.42
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.0 $493k 3.1k 158.58
Ge Vernova (GEV) 0.0 $492k 563.00 873.60
Prologis (PLD) 0.0 $488k 3.7k 132.17
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $485k 4.8k 100.62
Spdr Index Shs Fds State Street Spd (SPEM) 0.0 $483k 10k 46.91
Markel Corporation (MKL) 0.0 $479k 250.00 1914.07
Honeywell International (HON) 0.0 $478k 2.1k 226.03
Kla Corp Com New (KLAC) 0.0 $467k 317.00 1472.41
Vanguard World Inf Tech Etf (VGT) 0.0 $459k 658.00 698.10
Ishares Tr Core Div Grwth (DGRO) 0.0 $456k 6.5k 70.18
Piper Sandler Companies Com New (PIPR) 0.0 $456k 6.0k 76.55
IDEXX Laboratories (IDXX) 0.0 $448k 797.00 561.89
Hewlett Packard Enterprise (HPE) 0.0 $446k 19k 23.81
Spdr Series Trust State Street Spd (SPMD) 0.0 $432k 7.3k 59.22
Ishares Tr Msci Usa Min Vol (USMV) 0.0 $427k 4.6k 92.74
Ishares Tr Msci Usa Mmentm (MTUM) 0.0 $421k 1.8k 239.99
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $411k 7.6k 54.05
Ishares Tr Future Exponenti (XT) 0.0 $409k 6.0k 68.15
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.0 $407k 4.1k 99.86
Constellation Energy (CEG) 0.0 $407k 1.5k 279.18
Magnum Ice Cream Co Nv Ord Shs (MICC) 0.0 $401k 27k 14.95
Automatic Data Processing (ADP) 0.0 $395k 1.9k 203.18
Ssga Active Etf Tr State Street Ult (ULST) 0.0 $393k 9.7k 40.50
Eversource Energy (ES) 0.0 $390k 5.6k 69.28
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.0 $389k 7.4k 52.85
Marsh & McLennan Companies (MRSH) 0.0 $386k 2.2k 173.45
Keysight Technologies (KEYS) 0.0 $383k 1.4k 282.37
Listed Fds Tr Horizon Kinetics (INFL) 0.0 $377k 7.2k 52.06
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $375k 5.1k 73.64
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.0 $368k 3.7k 100.66
Roblox Corp Cl A (RBLX) 0.0 $366k 6.5k 56.56
Universal Display Corporation (OLED) 0.0 $362k 4.0k 91.66
Labcorp Holdings Com Shs (LH) 0.0 $357k 1.3k 266.84
Adobe Systems Incorporated (ADBE) 0.0 $346k 1.4k 243.08
Quest Diagnostics Incorporated (DGX) 0.0 $346k 1.8k 195.98
RPM International (RPM) 0.0 $339k 3.4k 99.41
Texas Instruments Incorporated (TXN) 0.0 $337k 1.7k 194.10
Vanguard Index Fds Small Cp Etf (VB) 0.0 $336k 1.3k 261.93
Hp (HPQ) 0.0 $334k 17k 19.21
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $333k 11k 30.68
S&p Global (SPGI) 0.0 $330k 776.00 425.34
Trane Technologies SHS (TT) 0.0 $323k 774.00 416.74
IPG Photonics Corporation (IPGP) 0.0 $322k 2.8k 114.58
Csw Industrials (CSW) 0.0 $320k 1.2k 260.58
Fortive (FTV) 0.0 $316k 5.7k 55.28
Agilent Technologies Inc C ommon (A) 0.0 $315k 2.8k 113.98
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $309k 1.6k 189.61
Spdr Series Trust Bloomberg Intl (IBND) 0.0 $308k 9.9k 31.08
Heritage Commerce (HTBK) 0.0 $308k 25k 12.48
General Dynamics Corporation (GD) 0.0 $305k 890.00 343.19
ePlus (PLUS) 0.0 $301k 4.0k 75.25
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.0 $298k 1.6k 191.81
American Centy Etf Tr Avantis Us Small (AVSC) 0.0 $297k 4.8k 62.30
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $289k 3.1k 94.25
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.0 $286k 3.8k 75.65
salesforce (CRM) 0.0 $279k 1.5k 186.61
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $277k 4.4k 62.45
Metropcs Communications (TMUS) 0.0 $274k 1.3k 210.03
Papa John's Int'l (PZZA) 0.0 $272k 8.4k 32.41
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $269k 2.8k 97.24
Old Republic International Corporation (ORI) 0.0 $268k 6.7k 39.90
Ishares Gold Tr Ishares New (IAU) 0.0 $268k 3.0k 88.16
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $267k 884.00 302.25
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $267k 5.5k 48.93
Bank of New York Mellon Corporation (BK) 0.0 $266k 2.2k 118.62
Allstate Corporation (ALL) 0.0 $263k 1.3k 207.34
Ishares Tr Tips Bd Etf (TIP) 0.0 $260k 2.4k 110.36
Cardinal Health (CAH) 0.0 $256k 1.2k 211.31
Uber Technologies (UBER) 0.0 $252k 3.5k 71.93
Spdr Series Trust Bloomberg Intl T (BWX) 0.0 $252k 12k 21.95
Ishares Tr North Amern Nat (IGE) 0.0 $252k 4.0k 62.94
Equity Lifestyle Properties (ELS) 0.0 $248k 4.0k 62.42
Ishares Tr Russell 2000 Etf (IWM) 0.0 $246k 993.00 248.03
Ishares Msci Emerg Mrkt (EEMV) 0.0 $245k 3.8k 64.73
eBay (EBAY) 0.0 $244k 2.7k 91.01
Ishares Tr Morningstar Valu (ILCV) 0.0 $243k 2.6k 93.14
Itt (ITT) 0.0 $239k 1.3k 190.54
Main Street Capital Corporation (MAIN) 0.0 $238k 4.5k 52.96
McKesson Corporation (MCK) 0.0 $236k 272.00 866.30
Spdr Series Trust State Street Spd (BILS) 0.0 $236k 2.4k 99.44
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $232k 1.6k 142.43
Ishares Tr Morningstar Grwt (ILCG) 0.0 $230k 2.4k 95.48
UnitedHealth (UNH) 0.0 $226k 835.00 270.74
Accenture Plc Ireland Shs Class A (ACN) 0.0 $224k 1.1k 198.29
Ishares Tr Glob Hlthcre Etf (IXJ) 0.0 $221k 2.4k 93.54
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $219k 9.0k 24.27
Ishares Tr Dow Jones Us Etf (IYY) 0.0 $219k 1.4k 158.45
Ishares Tr Glb Infrastr Etf (IGF) 0.0 $217k 3.2k 67.00
Coherent Corp (COHR) 0.0 $214k 900.00 238.21
Sempra Energy (SRE) 0.0 $207k 2.1k 97.18
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.0 $206k 2.5k 82.75
Evercore Class A (EVR) 0.0 $203k 681.00 298.51
Ford Motor Company (F) 0.0 $168k 15k 11.54
Snap Cl A (SNAP) 0.0 $116k 25k 4.60
Weave Communications (WEAV) 0.0 $98k 21k 4.62
Iovance Biotherapeutics (IOVA) 0.0 $70k 20k 3.51