0001278573-22-000008.txt : 20220729 0001278573-22-000008.hdr.sgml : 20220729 20220729160122 ACCESSION NUMBER: 0001278573-22-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220729 DATE AS OF CHANGE: 20220729 EFFECTIVENESS DATE: 20220729 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: 221120700 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 06-30-2022 06-30-2022 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 07-29-2022 0 192 2479340 INFORMATION TABLE 2 infotable.xml DISNEY WALT CO COM 254687106 27286 289051 SH SOLE 269225 0 19826 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 3068 120891 SH SOLE 118483 0 2408 ACTIVISION BLIZZARD INC COM 00507V109 209 2683 SH SOLE 2683 0 0 GLOBAL X FDS AUTONMOUS EV ETF 37954Y624 8298 386509 SH SOLE 364441 0 22068 PFIZER INC COM 717081103 29797 568323 SH SOLE 535255 0 33068 SPDR S&P 500 ETF TR TR UNIT 78462F103 5908 15661 SH SOLE 15611 0 50 ISHARES TR SHRT NAT MUN ETF 464288158 349 3333 SH SOLE 3333 0 0 DANAHER CORPORATION COM 235851102 37447 147708 SH SOLE 137742 0 9965 ISHARES TR EXPND TEC SC ETF 464287549 48383 164350 SH SOLE 152706 0 11644 AMERICAN TOWER CORP NEW COM 03027X100 20196 79019 SH SOLE 73373 0 5645 KIMBERLY-CLARK CORP COM 494368103 6728 49779 SH SOLE 46711 0 3068 PIMCO ETF TR ACTIVE BD ETF 72201R775 7748 81347 SH SOLE 78012 0 3335 ETF MANAGERS TR PRIME CYBR SCRTY 26924G201 15186 331563 SH SOLE 308261 0 23302 EVERSOURCE ENERGY COM 30040W108 775 9173 SH SOLE 9173 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 228 1700 SH SOLE 1700 0 0 MASTERCARD INCORPORATED CL A 57636Q104 38070 120674 SH SOLE 113312 0 7362 VANGUARD INDEX FDS LARGE CAP ETF 922908637 10513 61001 SH SOLE 55554 0 5447 ABBOTT LABS COM 002824100 24858 228792 SH SOLE 215976 0 12817 ISHARES TR TIPS BD ETF 464287176 282 2476 SH SOLE 2476 0 0 BLACKSTONE INC COM 09260D107 19532 214097 SH SOLE 200840 0 13257 PEPSICO INC COM 713448108 6671 40027 SH SOLE 37233 0 2794 BK OF AMERICA CORP COM 060505104 584 18768 SH SOLE 14296 0 4472 VISHAY INTERTECHNOLOGY INC COM 928298108 178 10000 SH SOLE 10000 0 0 AMERICAN EXPRESS CO COM 025816109 19403 139974 SH SOLE 132182 0 7792 COSTCO WHSL CORP NEW COM 22160K105 47916 99975 SH SOLE 94045 0 5930 ROSS STORES INC COM 778296103 8188 116584 SH SOLE 107516 0 9068 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 4810 66642 SH SOLE 61890 0 4752 CATERPILLAR INC COM 149123101 276 1542 SH SOLE 1292 0 250 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0 0 FORTIVE CORP COM 34959J108 25903 476339 SH SOLE 445811 0 30528 ISHARES TR CORE S&P SCP ETF 464287804 70105 758625 SH SOLE 709508 0 49117 CISCO SYS INC COM 17275R102 888 20816 SH SOLE 18291 0 2525 EXXON MOBIL CORP COM 30231G102 326 3806 SH SOLE 3706 0 100 ISHARES TR 1 3 YR TREAS BD 464287457 698 8432 SH SOLE 8432 0 0 ISHARES TR GOV/CRED BD ETF 464288596 16119 149899 SH SOLE 143423 0 6476 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4700 106364 SH SOLE 101924 0 4440 JPMORGAN CHASE & CO COM 46625H100 29981 266237 SH SOLE 248148 0 18089 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6836 25037 SH SOLE 23281 0 1756 ISHARES TR FLTG RATE NT ETF 46429B655 31003 621048 SH SOLE 588149 0 32900 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 8465 116566 SH SOLE 110014 0 6552 ABBVIE INC COM 00287Y109 483 3155 SH SOLE 3155 0 0 ISHARES INC CORE MSCI EMKT 46434G103 51195 1043519 SH SOLE 969327 0 74192 VANGUARD INDEX FDS VALUE ETF 922908744 3123 23684 SH SOLE 22436 0 1248 ISHARES TR PFD AND INCM SEC 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TR FINANCIAL 81369Y605 214 6804 SH SOLE 6804 0 0 ISHARES TR EXPONENTIAL TECH 46434V381 12563 262108 SH SOLE 245529 0 16579 GLOBAL X FDS RBTCS ARTFL INTE 37954Y715 225 11056 SH SOLE 11056 0 0 JOHNSON & JOHNSON COM 478160104 44424 250264 SH SOLE 233841 0 16423