0001278573-15-000001.txt : 20150114 0001278573-15-000001.hdr.sgml : 20150114 20150114161045 ACCESSION NUMBER: 0001278573-15-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150114 DATE AS OF CHANGE: 20150114 EFFECTIVENESS DATE: 20150114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Destination Wealth Management CENTRAL INDEX KEY: 0001278573 IRS NUMBER: 562326959 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10716 FILM NUMBER: 15527342 BUSINESS ADDRESS: STREET 1: 1255 TREAT BLVD. SUITE 900 CITY: WALNUT CREEK STATE: CA ZIP: 94597 BUSINESS PHONE: 925-935-2900 MAIL ADDRESS: STREET 1: 1255 TREAT BLVD. SUITE 900 CITY: WALNUT CREEK STATE: CA ZIP: 94597 FORMER COMPANY: FORMER CONFORMED NAME: YCMNET ADVISORS INC DATE OF NAME CHANGE: 20040204 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001278573 XXXXXXXX 12-31-2014 12-31-2014 false Destination Wealth Management
1255 Treat Blvd. Suite 900 Walnut Creek CA 94597
13F HOLDINGS REPORT 028-10716 N
Michael Yoshikami CEO & Founder 925-935-2900 Michael A. Yoshikami Walnut Creek CA 01-14-2015 0 119 988404
INFORMATION TABLE 2 infotable.xml A F L A C Inc Common 001055102 16735 273937 SH SOLE 0 0 0 Abbott Laboratories Common 002824100 9463 210196 SH SOLE 0 0 0 Abbvie Inc Common 00287Y109 20339 310811 SH SOLE 0 0 0 Activision Inc Common 004930202 295 14649 SH SOLE 0 0 0 Apple Computer Inc Common 37833100 26192 237290 SH SOLE 0 0 0 AT&T Inc. Common 00206R102 983 29268 SH SOLE 0 0 0 Baraka Petroleum Ord Common Q12957108 0 25000 SH SOLE 0 0 0 Baxter International Common 71813109 15675 213870 SH SOLE 0 0 0 Berkshire Hathaway Cl B Common 84670702 19341 128812 SH SOLE 0 0 0 Biotime Inc Common 09066L105 2218 594645 SH SOLE 0 0 0 BlackRock ETF 464286293 245 4910 SH SOLE 0 0 0 BlackRock ETF 464287457 839 9933 SH SOLE 0 0 0 BlackRock ETF 464288646 43226 410972 SH SOLE 0 0 0 BlackRock ETF 464288638 340 3111 SH SOLE 0 0 0 BlackRock ETF 464288679 4675 42402 SH SOLE 0 0 0 BlackRock ETF 464287176 200 1786 SH SOLE 0 0 0 BlackRock ETF 46434G103 25145 534663 SH SOLE 0 0 0 BlackRock ETF 464287226 2193 19912 SH SOLE 0 0 0 BlackRock ETF 464288448 494 14659 SH SOLE 0 0 0 BlackRock ETF 464287168 559 7039 SH SOLE 0 0 0 BlackRock ETF 464287754 2285 21440 SH SOLE 0 0 0 BlackRock ETF 464287697 20761 175539 SH SOLE 0 0 0 BlackRock ETF 464287846 299 2884 SH SOLE 0 0 0 BlackRock ETF 46429B655 34179 676282 SH SOLE 0 0 0 BlackRock ETF 46429B663 602 7870 SH SOLE 0 0 0 BlackRock ETF 464288802 291 3384 SH SOLE 0 0 0 BlackRock ETF 464287465 3047 50083 SH SOLE 0 0 0 BlackRock ETF 464287234 641 16317 SH SOLE 0 0 0 BlackRock ETF 464286426 8346 143426 SH SOLE 0 0 0 BlackRock ETF 464286806 16234 592280 SH SOLE 0 0 0 BlackRock ETF 46429B200 204 5342 SH SOLE 0 0 0 BlackRock ETF 464286673 15433 1179929 SH SOLE 0 0 0 BlackRock ETF 464287655 221 1845 SH SOLE 0 0 0 BlackRock ETF 464287705 826 6461 SH SOLE 0 0 0 BlackRock ETF 464287200 16595 80217 SH SOLE 0 0 0 BlackRock ETF 464287879 661 5602 SH SOLE 0 0 0 BlackRock ETF 464288216 649 20025 SH SOLE 0 0 0 BlackRock ETF 464288737 2179 24321 SH SOLE 0 0 0 BlackRock ETF 464287341 1600 43014 SH SOLE 0 0 0 BlackRock ETF 464288695 12992 232378 SH SOLE 0 0 0 BlackRock ETF 464287275 6666 110925 SH SOLE 0 0 0 BlackRock ETF 464287507 31068 214555 SH SOLE 0 0 0 BlackRock ETF 464287549 28182 276513 SH SOLE 0 0 0 BlackRock ETF 464288158 16511 155877 SH SOLE 0 0 0 BlackRock ETF 464287804 55006 482259 SH SOLE 0 0 0 BlackRock ETF 464288687 420 10637 SH SOLE 0 0 0 BlackRock ETF 464287101 587 6456 SH SOLE 0 0 0 Boeing Company Stock Common 97023105 264 2029 SH SOLE 0 0 0 C S X Corp Common 126408103 549 15165 SH SOLE 0 0 0 Campbell Soup Company Common 134429109 265 6014 SH SOLE 0 0 0 Chevron Corp. Common 166764100 17838 159008 SH SOLE 0 0 0 Cisco Systems Inc Common 17275R102 345 12412 SH SOLE 0 0 0 Citigroup Common 172967424 9267 171260 SH SOLE 0 0 0 Clorox Company Common 189054109 254 2441 SH SOLE 0 0 0 Coca Cola Co Common 191216100 265 6288 SH SOLE 0 0 0 Conocophillips Common 20825C104 349 5048 SH SOLE 0 0 0 Costco Companies Inc Common 22160K105 19198 135439 SH SOLE 0 0 0 D T E Energy Company Common 233331107 207 2399 SH SOLE 0 0 0 Disney (Walt) Co. Common 254687106 17968 190768 SH SOLE 0 0 0 Exxon Mobil Corp Common 30231G102 16791 181625 SH SOLE 0 0 0 General Electric Common 369604103 16593 656634 SH SOLE 0 0 0 Google Inc Class C Common 04269Q100 363 690 SH SOLE 0 0 0 Google Inc. Class A Common 38259P508 309 582 SH SOLE 0 0 0 Greengro Technologies Common 39526G107 3 28000 SH SOLE 0 0 0 Growlife Inc Common 39985X104 0 15000 SH SOLE 0 0 0 Guggenheim ETF 78355W817 20005 220416 SH SOLE 0 0 0 Hewlett-Packard Company Common 428236103 531 13230 SH SOLE 0 0 0 Intel Corp Common 458140100 533 14687 SH SOLE 0 0 0 Intl Business Machines Common 459200101 918 5724 SH SOLE 0 0 0 Johnson & Johnson Common 478160104 17266 165110 SH SOLE 0 0 0 Kimberly-Clark Corp Common 494368103 611 5290 SH SOLE 0 0 0 Location Based Tech Common 539573105 1 114100 SH SOLE 0 0 0 Lockheed Martin Corp Common 539830109 496 2576 SH SOLE 0 0 0 Mastercard Inc Common 57636Q104 17440 202417 SH SOLE 0 0 0 Mc Donalds Corp. Common 580135101 15020 160301 SH SOLE 0 0 0 Medical Marijuana Inc Common 58463A105 1 10500 SH SOLE 0 0 0 Nestle SA ADR Common 641069406 15617 214081 SH SOLE 0 0 0 Novo-Nordisk A-S Adr Common K7314N152 5722 135203 SH SOLE 0 0 0 Nuance Communications Common 67020Y100 2890 202546 SH SOLE 0 0 0 Oracle Systems Corp Common 68389X105 18606 413752 SH SOLE 0 0 0 Pacific Gas & Electric Co Common 69331C108 345 6476 SH SOLE 0 0 0 Pepsico Incorporated Common 713448108 341 3609 SH SOLE 0 0 0 Pfizer Incorporated - Common 717081103 383 12301 SH SOLE 0 0 0 PIMCO ETF 72201R205 37051 716247 SH SOLE 0 0 0 PIMCO ETF 72201R833 1087 10752 SH SOLE 0 0 0 Powershares ETF 73935X286 4168 86741 SH SOLE 0 0 0 Powershares ETF 73935A104 481 4660 SH SOLE 0 0 0 Powershares ETF 73936Q769 1538 63993 SH SOLE 0 0 0 Procter & Gamble Stock Common 742718109 825 9053 SH SOLE 0 0 0 Qualcomm Inc Common 747525103 15655 210616 SH SOLE 0 0 0 Schwab ETF 808524706 488 20402 SH SOLE 0 0 0 Schwab ETF 808524805 225 7766 SH SOLE 0 0 0 Schwab ETF 808524862 13905 274904 SH SOLE 0 0 0 Schwab ETF 808524607 429 7792 SH SOLE 0 0 0 Schwab ETF 808524102 64986 1304408 SH SOLE 0 0 0 Schwab ETF 808524201 19571 398997 SH SOLE 0 0 0 Schwab ETF 808524300 424 8188 SH SOLE 0 0 0 SPDRS ETF 78467Y107 317 1200 SH SOLE 0 0 0 SPDRS ETF 78464A334 2050 63544 SH SOLE 0 0 0 SPDRS ETF 78462F103 1845 8974 SH SOLE 0 0 0 SPDRS ETF 78464A763 37378 474341 SH SOLE 0 0 0 SPDRS ETF 78463X533 13655 400325 SH SOLE 0 0 0 SPDRS ETF 78468R408 26744 925067 SH SOLE 0 0 0 Stryker Corp Common 863667101 18576 196931 SH SOLE 0 0 0 The Charles Schwab Corp Common 808513105 530 17551 SH SOLE 0 0 0 Ttc Technology Corp Common 87304R100 0 10000 SH SOLE 0 0 0 Unilever PLC ADR Common 904784501 335 8270 SH SOLE 0 0 0 Union Pacific Corp Common 907818108 706 5923 SH SOLE 0 0 0 United Sec Bancshares Common 911460103 456 83551 SH SOLE 0 0 0 Vanguard ETF 922908736 259 2484 SH SOLE 0 0 0 Vanguard ETF 92204A504 2688 21402 SH SOLE 0 0 0 Vanguard ETF 922908637 13170 139533 SH SOLE 0 0 0 Vanguard ETF 922908553 455 5615 SH SOLE 0 0 0 Vanguard ETF 922908744 23429 277295 SH SOLE 0 0 0 Wells Fargo & Co New Common 949746101 238 4350 SH SOLE 0 0 0 WisdomTree ETF 97717W406 307 4000 SH SOLE 0 0 0 WisdomTree ETF 97717W505 568 6780 SH SOLE 0 0 0 WisdomTree ETF 97717W604 296 4173 SH SOLE 0 0 0 Xilinx Inc Common 983919101 373 8611 SH SOLE 0 0 0