0001278573-21-000002.txt : 20210211 0001278573-21-000002.hdr.sgml : 20210211 20210210201239 ACCESSION NUMBER: 0001278573-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210211 DATE AS OF CHANGE: 20210210 EFFECTIVENESS DATE: 20210211 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: 21616022 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 12-31-2020 12-31-2020 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 02-10-2021 0 161 2297895 INFORMATION TABLE 2 infotable.xml DISNEY WALT CO COM 254687106 49738 274524 SH SOLE 256301 0 18224 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1230 40120 SH SOLE 39170 0 950 YUM CHINA HLDGS INC COM 98850P109 213 3731 SH SOLE 3731 0 0 PFIZER INC COM 717081103 19684 534752 SH SOLE 503028 0 31724 SPDR S&P 500 ETF TR TR UNIT 78462F103 7201 19260 SH SOLE 19260 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 534 4938 SH SOLE 4648 0 290 DANAHER CORPORATION COM 235851102 36668 165069 SH SOLE 153449 0 11619 ISHARES TR EXPND TEC SC ETF 464287549 62566 178846 SH SOLE 165911 0 12935 AMERICAN TOWER CORP NEW COM 03027X100 14039 62544 SH SOLE 58079 0 4465 KIMBERLY-CLARK CORP COM 494368103 5616 41651 SH SOLE 39324 0 2327 PIMCO ETF TR ACTIVE BD ETF 72201R775 8013 70847 SH SOLE 68731 0 2116 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 19668 341690 SH SOLE 315774 0 25916 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 255 2000 SH SOLE 2000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 40365 113086 SH SOLE 105538 0 7548 VANGUARD INDEX FDS LARGE CAP ETF 922908637 14242 81039 SH SOLE 74080 0 6959 AMERICAN EXPRESS CO COM 025816109 16930 140020 SH SOLE 130753 0 9267 ABBOTT LABS COM 002824100 24621 224870 SH SOLE 211821 0 13049 PEPSICO INC COM 713448108 5862 39530 SH SOLE 37048 0 2482 BK OF AMERICA CORP COM 060505104 404 13338 SH SOLE 13338 0 0 COSTCO WHSL CORP NEW COM 22160K105 41943 111321 SH SOLE 104510 0 6811 ROSS STORES INC COM 778296103 12182 99197 SH SOLE 91471 0 7726 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 5085 75391 SH SOLE 70214 0 5177 ABIOMED INC COM 003654100 284 877 SH SOLE 877 0 0 CATERPILLAR INC COM 149123101 337 1852 SH SOLE 1852 0 0 AT&T INC COM 00206R102 451 15671 SH SOLE 15671 0 0 AMAZON COM INC COM 023135106 31179 9573 SH SOLE 9092 0 481 APPLE INC COM 037833100 111174 837848 SH SOLE 766044 0 71804 ISHARES TR 0-5 YR TIPS ETF 46429B747 58980 564776 SH SOLE 530778 0 33998 ISHARES TR INTL SEL DIV ETF 464288448 8456 286927 SH SOLE 278749 0 8178 MERCK & CO. 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