0001278573-23-000013.txt : 20231114 0001278573-23-000013.hdr.sgml : 20231114 20231114155815 ACCESSION NUMBER: 0001278573-23-000013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231405425 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 09-30-2023 09-30-2023 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 11-14-2023 0 212 2571976854 INFORMATION TABLE 2 infotable.xml SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 499887 1492 SH SOLE 1492 0 0 ISHARES TR U.S. UTILITS ETF 464287697 46601435 633344 SH SOLE 601295 0 32049 ISHARES TR CORE S&P MCP ETF 464287507 49863816 199975 SH SOLE 188398 0 11577 ISHARES TR CORE S&P SCP ETF 464287804 73674110 781025 SH SOLE 737928 0 43097 ISHARES TR CORE S&P500 ETF 464287200 58709462 136715 SH SOLE 128306 0 8409 ISHARES TR RUS 1000 ETF 464287622 4140717 17627 SH SOLE 16443 0 1184 ISHARES TR RUS 1000 GRW ETF 464287614 826431 3107 SH SOLE 3107 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 7333852 17156 SH SOLE 16403 0 753 AMAZON COM INC COM 023135106 45079437 354621 SH SOLE 336611 0 18010 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6959760 19868 SH SOLE 19294 0 574 BOEING CO COM 097023105 938019 4894 SH SOLE 4374 0 520 IRON MTN INC DEL COM 46284V101 289878 4876 SH SOLE 4876 0 0 EVERSOURCE ENERGY COM 30040W108 516405 8881 SH SOLE 8881 0 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