0001278573-23-000010.txt : 20230811 0001278573-23-000010.hdr.sgml : 20230811 20230811145811 ACCESSION NUMBER: 0001278573-23-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230811 DATE AS OF CHANGE: 20230811 EFFECTIVENESS DATE: 20230811 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: 231163424 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 X0202 13F-HR LIVE false false false 0001278573 XXXXXXXX 06-30-2023 06-30-2023 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 08-11-2023 0 214 2682112676 INFORMATION TABLE 2 infotable.xml SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 656907 1910 SH SOLE 1910 0 0 ISHARES TR U.S. UTILITS ETF 464287697 51058163 624565 SH SOLE 593059 0 31506 ISHARES TR CORE S&P MCP ETF 464287507 52391231 200364 SH SOLE 188595 0 11769 ISHARES TR CORE S&P SCP ETF 464287804 77233968 775052 SH SOLE 731316 0 43736 ISHARES TR CORE S&P500 ETF 464287200 61360833 137670 SH SOLE 129357 0 8313 ISHARES TR RUS 1000 ETF 464287622 4853795 19914 SH SOLE 18730 0 1184 ISHARES TR RUS 1000 GRW ETF 464287614 854984 3107 SH SOLE 3107 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 7698604 17367 SH SOLE 16614 0 753 AMAZON COM INC COM 023135106 47089698 361228 SH SOLE 341959 0 19269 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 7107122 20842 SH SOLE 20221 0 621 BOEING CO COM 097023105 970211 4595 SH SOLE 4038 0 557 IRON MTN INC DEL COM 46284V101 291657 5133 SH SOLE 5133 0 0 EVERSOURCE ENERGY COM 30040W108 642150 9055 SH SOLE 9055 0 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