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
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0001278573
XXXXXXXX
06-30-2022
06-30-2022
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Destination Wealth Management
1255 Treat Blvd. Suite 900
Walnut Creek
CA
94597
13F HOLDINGS REPORT
028-10716
N
Michael Yoshikami
CEO and Founder
925-935-2900
Michael A. Yoshikami
Walnut Creek
CA
07-29-2022
0
192
2479340
INFORMATION TABLE
2
infotable.xml
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EMRG MKTEQ ETF
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120891
SH
SOLE
118483
0
2408
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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
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33068
SPDR S&P 500 ETF TR
TR UNIT
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5908
15661
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SOLE
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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
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SOLE
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AMERICAN TOWER CORP NEW
COM
03027X100
20196
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COM
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PIMCO ETF TR
ACTIVE BD ETF
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SH
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ETF MANAGERS TR
PRIME CYBR SCRTY
26924G201
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EVERSOURCE ENERGY
COM
30040W108
775
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S&P500 EQL WGT
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CL A
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38070
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VANGUARD INDEX FDS
LARGE CAP ETF
922908637
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SH
SOLE
55554
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ABBOTT LABS
COM
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282
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COM
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SH
SOLE
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PEPSICO INC
COM
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40027
SH
SOLE
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BK OF AMERICA CORP
COM
060505104
584
18768
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VISHAY INTERTECHNOLOGY INC
COM
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178
10000
SH
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AMERICAN EXPRESS CO
COM
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19403
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SH
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COSTCO WHSL CORP NEW
COM
22160K105
47916
99975
SH
SOLE
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5930
ROSS STORES INC
COM
778296103
8188
116584
SH
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SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
4810
66642
SH
SOLE
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4752
CATERPILLAR INC
COM
149123101
276
1542
SH
SOLE
1292
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250
TRAVELERS COMPANIES INC
COM
89417E109
307
1813
SH
SOLE
132
0
1681
TARGET CORP
COM
87612E106
13828
97908
SH
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AT&T INC
COM
00206R102
334
15957
SH
SOLE
12782
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3176
ISHARES TR
7-10 YR TRSY BD
464287440
252
2466
SH
SOLE
2466
0
0
AMAZON COM INC
COM
023135106
33936
319516
SH
SOLE
301921
0
17595
SOUTHWEST AIRLS CO
COM
844741108
14920
413054
SH
SOLE
389432
0
23622
XCEL ENERGY INC
COM
98389B100
323
4571
SH
SOLE
4571
0
0
APPLE INC
COM
037833100
118325
865454
SH
SOLE
779131
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ISHARES TR
0-5 YR TIPS ETF
46429B747
67907
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SH
SOLE
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ISHARES TR
INTL SEL DIV ETF
464288448
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351274
SH
SOLE
344636
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SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
238
772
SH
SOLE
772
0
0
QUALCOMM INC
COM
747525103
22566
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SH
SOLE
165265
0
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COLGATE PALMOLIVE CO
COM
194162103
40062
499901
SH
SOLE
468083
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31818
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
15367
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SH
SOLE
153641
0
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ORACLE CORP
COM
68389X105
364
5215
SH
SOLE
4205
0
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SEMPRA
COM
816851109
205
1367
SH
SOLE
897
0
470
TEXAS INSTRS INC
COM
882508104
366
2382
SH
SOLE
1518
0
864
EDWARDS LIFESCIENCES CORP
COM
28176E108
839
8825
SH
SOLE
8243
0
582
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
350
4557
SH
SOLE
4557
0
0
ISHARES TR
U.S. MED DVC ETF
464288810
1738
34450
SH
SOLE
31656
0
2794
PROCTER AND GAMBLE CO
COM
742718109
8174
56847
SH
SOLE
54488
0
2358
VANGUARD INDEX FDS
GROWTH ETF
922908736
38799
174071
SH
SOLE
163115
0
10955
BOEING CO
COM
097023105
708
5178
SH
SOLE
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588
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
26623
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SH
SOLE
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SCHWAB CHARLES CORP
COM
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1122
17766
SH
SOLE
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SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
3248
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SH
SOLE
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STRYKER CORPORATION
COM
863667101
16014
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SH
SOLE
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TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
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2309
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SH
SOLE
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WALMART INC
COM
931142103
15969
131348
SH
SOLE
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INTEL CORP
COM
458140100
2036
54431
SH
SOLE
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ISHARES TR
GBL COMM SVC ETF
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5800
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SH
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PIMCO ETF TR
1-5 US TIP IDX
72201R205
601
11499
SH
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ISHARES TR
ESG AWRE 1 5 YR
46435G243
7244
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SH
SOLE
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COM NEW
26441C204
460
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SH
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MSCI KLD400 SOC
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630
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US AGGREGATE B
808524839
57697
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SH
SOLE
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
46137V282
10403
44019
SH
SOLE
40601
0
3419
NIKE INC
CL B
654106103
14258
139511
SH
SOLE
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ISHARES U S ETF TR
INT RT HDG C B
46431W705
66660
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SH
SOLE
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0
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ISHARES TR
ESG AWR US AGRGT
46435U549
10001
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SH
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VANGUARD WORLD FD
ESG INTL STK ETF
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487
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SH
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BRISTOL-MYERS SQUIBB CO
COM
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237
3073
SH
SOLE
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J P MORGAN EXCHANGE TRADED F
BETABULDRS JAPAN
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421
9553
SH
SOLE
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FORTIVE CORP
COM
34959J108
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SH
SOLE
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ISHARES TR
CORE S&P SCP ETF
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70105
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SH
SOLE
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CISCO SYS INC
COM
17275R102
888
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SH
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EXXON MOBIL CORP
COM
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326
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1 3 YR TREAS BD
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ISHARES TR
GOV/CRED BD ETF
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4700
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SH
SOLE
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0
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COM
46625H100
29981
266237
SH
SOLE
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
6836
25037
SH
SOLE
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ISHARES TR
FLTG RATE NT ETF
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31003
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SH
SOLE
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GLOBAL X FDS
LITHIUM BTRY ETF
37954Y855
8465
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SH
SOLE
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0
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ABBVIE INC
COM
00287Y109
483
3155
SH
SOLE
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0
ISHARES INC
CORE MSCI EMKT
46434G103
51195
1043519
SH
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VANGUARD INDEX FDS
VALUE ETF
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SH
SOLE
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PFD AND INCM SEC
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SH
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CHEVRON CORP NEW
COM
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5284
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SH
SOLE
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VANGUARD WORLD FDS
CONSUM DIS ETF
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SOLE
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ISHARES TR
CALIF MUN BD ETF
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1329
23539
SH
SOLE
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VISA INC
COM CL A
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39055
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SH
SOLE
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ISHARES TR
CORE DIV GRWTH
46434V621
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SH
SOLE
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SCHWAB STRATEGIC TR
US LCAP GR ETF
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412
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SH
SOLE
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VANGUARD INDEX FDS
REAL ESTATE ETF
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2528
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SH
SOLE
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GLOBAL X FDS
US INFR DEV ETF
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17490
768119
SH
SOLE
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ISHS 5-10YR INVT
464288638
4622
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SH
SOLE
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CL A
69608A108
3358
370190
SH
SOLE
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DIV APP ETF
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505
3517
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SOLE
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0
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COM
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252
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SH
SOLE
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PROLOGIS INC.
COM
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231
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SH
SOLE
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US SMALLCAP DIVD
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SH
SOLE
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NUVEEN ESG SMLCP
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264
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SH
SOLE
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INTL EQTY ETF
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7633
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SH
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ISHARES U S ETF TR
INT RT HD LONG
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514
22282
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COM
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19573
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SOLE
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0
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PIMCO ETF TR
ENHANCD SHORT
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4205
42694
SH
SOLE
39754
0
2940
ZOETIS INC
CL A
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20724
120568
SH
SOLE
112873
0
7695
ANSYS INC
COM
03662Q105
12795
53469
SH
SOLE
50270
0
3199
AUTOMATIC DATA PROCESSING IN
COM
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246
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1435
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624
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SH
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361
5040
SH
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TOTAL BND MRKT
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477
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SH
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4590
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1526
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COM
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607
7940
SH
SOLE
7940
0
0
VANGUARD WORLD FD
MEGA CAP INDEX
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6675
50641
SH
SOLE
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3744
DNP SELECT INCOME FD INC
COM
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116
10723
SH
SOLE
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0
0
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114958
1130584
SH
SOLE
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73038
ISHARES TR
USD INV GRDE ETF
464288620
10191
199937
SH
SOLE
191533
0
8404
ISHARES TR
CORE MSCI INTL
46435G326
235
4366
SH
SOLE
4366
0
0
ISHARES TR
ESG AWR MSCI USA
46435G425
259
3085
SH
SOLE
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284
HOME DEPOT INC
COM
437076102
1646
6003
SH
SOLE
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581
ISHARES TR
CR 5 10 YR ETF
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16099
359753
SH
SOLE
343187
0
16566
DBX ETF TR
XTRCKR MSCI US
233051150
1827
52340
SH
SOLE
51165
0
1175
ISHARES GOLD TR
ISHARES NEW
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202
5882
SH
SOLE
5782
0
100
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1198
6350
SH
SOLE
6350
0
0
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COM
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3955
26092
SH
SOLE
24490
0
1602
TESLA INC
COM
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1026
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SH
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1005
0
518
WASTE MGMT INC DEL
COM
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24212
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SH
SOLE
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N Y REGISTRY SHS
N07059210
9870
20740
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SOLE
19562
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COM
539830109
7659
17814
SH
SOLE
16908
0
906
VERIZON COMMUNICATIONS INC
COM
92343V104
18678
368047
SH
SOLE
346029
0
22018
AMGEN INC
COM
031162100
357
1468
SH
SOLE
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0
273
COCA COLA CO
COM
191216100
6449
102517
SH
SOLE
98082
0
4435
INVESCO QQQ TR
UNIT SER 1
46090E103
3282
11709
SH
SOLE
11709
0
0
WELLS FARGO CO NEW
COM
949746101
282
7198
SH
SOLE
7198
0
0
BELLEROPHON THERAPEUTICS INC
COM NEW
078771300
12
10000
SH
SOLE
10000
0
0
ECOLAB INC
COM
278865100
14948
97214
SH
SOLE
91079
0
6135
INTERNATIONAL BUSINESS MACHS
COM
459200101
442
3127
SH
SOLE
2058
0
1069
UNITEDHEALTH GROUP INC
COM
91324P102
2678
5213
SH
SOLE
5118
0
95
YUM BRANDS INC
COM
988498101
299
2630
SH
SOLE
2630
0
0
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
274
4907
SH
SOLE
4907
0
0
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
1624
4682
SH
SOLE
4124
0
558
CAPITAL ONE FINL CORP
COM
14040H105
13815
132593
SH
SOLE
125517
0
7076
ISHARES TR
RUS 1000 ETF
464287622
3994
19224
SH
SOLE
18199
0
1025
NORTHROP GRUMMAN CORP
COM
666807102
385
805
SH
SOLE
805
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
45700
202007
SH
SOLE
188768
0
13239
MERCK & CO INC
COM
58933Y105
21719
238229
SH
SOLE
224369
0
13860
NETEASE INC
SPONSORED ADS
64110W102
351
3760
SH
SOLE
3760
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
302
3139
SH
SOLE
3139
0
0
UNITED SEC BANCSHARES CALIF
COM
911460103
720
94506
SH
SOLE
94506
0
0
STARBUCKS CORP
COM
855244109
449
5883
SH
SOLE
5133
0
750
ISHARES TR
RUS 1000 GRW ETF
464287614
680
3111
SH
SOLE
3111
0
0
MICROSOFT CORP
COM
594918104
44489
173223
SH
SOLE
161868
0
11355
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
24999
559765
SH
SOLE
532408
0
27357
INVESCO EXCH TRADED FD TR II
CALIF AMT MUN
46138E206
524
21563
SH
SOLE
21563
0
0
ISHARES TR
U.S. UTILITS ETF
464287697
54982
642308
SH
SOLE
608803
0
33505
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
2028
76969
SH
SOLE
67527
0
9442
UNILEVER PLC
SPON ADR NEW
904767704
5861
127878
SH
SOLE
120559
0
7319
META PLATFORMS INC
CL A
30303M102
738
4578
SH
SOLE
3333
0
1245
MCDONALDS CORP
COM
580135101
22442
90903
SH
SOLE
84475
0
6428
ALPHABET INC
CAP STK CL A
02079K305
39536
18142
SH
SOLE
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0
1150
INVESCO EXCH TRADED FD TR II
SR LN ETF
46138G508
2179
107514
SH
SOLE
103073
0
4441
ISHARES TR
CORE 1 5 YR USD
46432F859
22734
479624
SH
SOLE
457836
0
21788
APPLIED MATLS INC
COM
038222105
548
6019
SH
SOLE
3190
0
2829
ISHARES TR
ISHS 1-5YR INVS
464288646
61220
1211072
SH
SOLE
1149035
0
62037
SPDR SER TR
PORTFOLIO SHORT
78464A474
89088
2996584
SH
SOLE
2829767
0
166817
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
453
9215
SH
SOLE
9215
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
871
3092
SH
SOLE
3092
0
0
HONEYWELL INTL INC
COM
438516106
403
2319
SH
SOLE
2315
0
4
CALIFORNIA BANCORP INC
COM
13005U101
506
26250
SH
SOLE
26250
0
0
ISHARES TR
MSCI EAFE ETF
464287465
26273
420433
SH
SOLE
399796
0
20637
WISDOMTREE TR
US MIDCAP DIVID
97717W505
9072
232724
SH
SOLE
224074
0
8650
ALPHABET INC
CAP STK CL C
02079K107
3716
1699
SH
SOLE
1535
0
164
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
22277
224770
SH
SOLE
212164
0
12606
CLOROX CO DEL
COM
189054109
365
2591
SH
SOLE
2591
0
0
ISHARES TR
CORE S&P500 ETF
464287200
51935
136977
SH
SOLE
128542
0
8435
BAXTER INTL INC
COM
071813109
16028
249546
SH
SOLE
233748
0
15798
ISHARES TR
CORE HIGH DV ETF
46429B663
534
5319
SH
SOLE
5319
0
0
SPDR SER TR
S&P DIVID ETF
78464A763
85477
720172
SH
SOLE
681709
0
38463
CONOCOPHILLIPS
COM
20825C104
286
3181
SH
SOLE
2357
0
823
ISHARES INC
MSCI FRONTIER
464286145
254
9452
SH
SOLE
8655
0
797
ISHARES TR
MSCI USA ESG SLC
464288802
2367
29340
SH
SOLE
27975
0
1365
BLACKROCK INC
COM
09247X101
772
1267
SH
SOLE
1160
0
107
AFLAC INC
COM
001055102
17826
322182
SH
SOLE
301379
0
20803
ISHARES TR
SHORT TREAS BD
464288679
675
6135
SH
SOLE
5673
0
462
MORGAN STANLEY
COM NEW
617446448
312
4098
SH
SOLE
4098
0
0
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
2017
32150
SH
SOLE
29389
0
2761
SELECT SECTOR SPDR 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