0001278573-17-000007.txt : 20171109 0001278573-17-000007.hdr.sgml : 20171109 20171109161932 ACCESSION NUMBER: 0001278573-17-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171109 DATE AS OF CHANGE: 20171109 EFFECTIVENESS DATE: 20171109 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: 171191114 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 09-30-2017 09-30-2017 false Destination Wealth Management

1255 Treat Blvd. Suite 900 Walnut Creek CA 94597

13F HOLDINGS REPORT 028-10716 N Michael Yoshikami 925-935-2900 Michael A. Yoshikami Walnut Creek CA 11-09-2017 0 149 1564575 INFORMATION TABLE 2 infotable.xml WISDOMTREE TR US MIDCAP DIVID 97717W505 8711 87150 SH SOLE 82915 0 4235 ISHARES TR RUS 1000 GRW ETF 464287614 637 5095 SH SOLE 5070 0 25 ISHARES TR US TELECOM ETF 464287713 1725 56740 SH SOLE 45506 0 11234 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 4612 162037 SH SOLE 153581 0 8456 BANK AMER CORP COM 060505104 493 19462 SH SOLE 19362 0 100 PEPSICO INC COM 713448108 4626 41516 SH SOLE 39460 0 2056 KIMBERLY CLARK CORP COM 494368103 4627 39315 SH SOLE 37601 0 1714 CITIGROUP INC COM NEW 172967424 13187 181283 SH SOLE 170311 0 10972 ISHARES TR INTRMD CR BD ETF 464288638 4648 42196 SH SOLE 40508 0 1688 XILINX INC COM 983919101 532 7509 SH SOLE 7509 0 0 SCHWAB CHARLES CORP NEW COM 808513105 3193 72991 SH SOLE 65538 0 7453 ALPHABET INC CAP STK CL A 02079K305 23841 24484 SH SOLE 22979 0 1505 NVIDIA CORP COM 67066G104 394 2205 SH SOLE 2205 0 0 ISHARES TR GLOBAL MATER ETF 464288695 6583 100680 SH SOLE 92676 0 8004 ISHARES TR INTL SEL DIV ETF 464288448 11201 331795 SH SOLE 318050 0 13745 VEON LTD SPONSORED ADR 91822M106 47 11306 SH SOLE 11306 0 0 DISNEY WALT CO COM DISNEY 254687106 19480 197630 SH SOLE 182921 0 14709 PPG INDS INC COM 693506107 2838 26116 SH SOLE 26116 0 0 ISHARES TR N AMER TECH ETF 464287549 42568 274138 SH SOLE 246244 0 27894 AMAZON COM INC COM 023135106 1365 1420 SH SOLE 1380 0 40 VERIZON COMMUNICATIONS INC COM 92343V104 12667 255959 SH SOLE 236117 0 19842 ISHARES TR RUSSELL 2000 ETF 464287655 360 2431 SH SOLE 2378 0 53 JOHNSON & JOHNSON COM 478160104 25547 196500 SH SOLE 182771 0 13729 CISCO SYS INC COM 17275R102 417 12408 SH SOLE 12158 0 250 BAXTER INTL INC COM 071813109 12633 201329 SH SOLE 186416 0 14913 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 2060 14373 SH SOLE 11507 0 2866 UNILEVER PLC SPON ADR NEW 904767704 5061 87316 SH SOLE 83442 0 3874 MERCK & CO INC COM 58933Y105 449 7012 SH SOLE 7012 0 0 MICROSOFT CORP COM 594918104 578 7753 SH SOLE 6549 0 1204 WISDOMTREE 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