0001278573-21-000006.txt : 20210505 0001278573-21-000006.hdr.sgml : 20210505 20210505160357 ACCESSION NUMBER: 0001278573-21-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210505 DATE AS OF CHANGE: 20210505 EFFECTIVENESS DATE: 20210505 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: 21893149 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 03-31-2021 03-31-2021 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 05-05-2021 0 177 2420809 INFORMATION TABLE 2 infotable.xml DISNEY WALT CO COM 254687106 46599 252539 SH SOLE 235469 0 17071 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 1220 38385 SH SOLE 37435 0 950 YUM CHINA HLDGS INC COM 98850P109 218 3689 SH SOLE 3689 0 0 GLOBAL X FDS AUTONMOUS EV ETF 37954Y624 358 13492 SH SOLE 13492 0 0 PFIZER INC COM 717081103 20547 567126 SH SOLE 532490 0 34636 SPDR S&P 500 ETF TR TR UNIT 78462F103 7221 18220 SH SOLE 18220 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 495 4588 SH SOLE 4298 0 290 DANAHER CORPORATION COM 235851102 36729 163180 SH SOLE 151487 0 11693 ISHARES TR EXPND TEC SC ETF 464287549 61832 171352 SH SOLE 158886 0 12466 AMERICAN TOWER CORP NEW COM 03027X100 16964 70960 SH SOLE 65881 0 5080 KIMBERLY-CLARK CORP COM 494368103 6116 43987 SH SOLE 41496 0 2490 PIMCO ETF TR ACTIVE BD ETF 72201R775 7960 72722 SH SOLE 68295 0 4427 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 18339 334035 SH SOLE 308425 0 25610 EVERSOURCE ENERGY COM 30040W108 399 4605 SH SOLE 4605 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 283 2000 SH SOLE 2000 0 0 MASTERCARD INCORPORATED CL A 57636Q104 40309 113211 SH SOLE 105735 0 7476 VANGUARD INDEX FDS LARGE CAP ETF 922908637 14228 76782 SH SOLE 70038 0 6745 AMERICAN EXPRESS CO COM 025816109 21477 151846 SH SOLE 142890 0 8956 ABBOTT LABS COM 002824100 26623 222154 SH SOLE 209339 0 12815 PEPSICO INC COM 713448108 5663 40034 SH SOLE 37617 0 2417 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 283 5754 SH SOLE 5754 0 0 BK OF AMERICA CORP COM 060505104 566 14622 SH SOLE 14488 0 134 COSTCO WHSL CORP NEW COM 22160K105 40175 113978 SH SOLE 107082 0 6896 ROSS STORES INC COM 778296103 11953 99682 SH SOLE 92438 0 7244 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 5044 73836 SH SOLE 68999 0 4836 ABIOMED INC COM 003654100 248 777 SH SOLE 777 0 0 CATERPILLAR INC COM 149123101 299 1288 SH SOLE 1288 0 0 TARGET CORP COM 87612E106 20076 101360 SH SOLE 95509 0 5850 AT&T INC COM 00206R102 510 16847 SH SOLE 16847 0 0 AMAZON COM INC COM 023135106 31770 10268 SH SOLE 9785 0 483 SOUTHWEST AIRLS CO COM 844741108 22607 370235 SH SOLE 347254 0 22981 XCEL ENERGY INC COM 98389B100 342 5136 SH SOLE 5136 0 0 APPLE INC COM 037833100 105045 859964 SH SOLE 784987 0 74977 ISHARES TR 0-5 YR TIPS ETF 46429B747 63122 597065 SH SOLE 558626 0 38440 ISHARES TR INTL SEL DIV ETF 464288448 9843 312667 SH SOLE 304592 0 8075 MERCK & CO. 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