0001278573-22-000010.txt : 20221114 0001278573-22-000010.hdr.sgml : 20221114 20221110185439 ACCESSION NUMBER: 0001278573-22-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221114 DATE AS OF CHANGE: 20221110 EFFECTIVENESS DATE: 20221114 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: 221379071 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 09-30-2022 09-30-2022 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 11-10-2022 0 186 2377428 INFORMATION TABLE 2 infotable.xml SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 402 1398 SH SOLE 1398 0 0 ISHARES TR U.S. UTILITS ETF 464287697 50162 618294 SH SOLE 585602 0 32692 ISHARES TR CORE S&P MCP ETF 464287507 44514 203019 SH SOLE 189749 0 13270 ISHARES TR CORE S&P SCP ETF 464287804 66560 763394 SH SOLE 716150 0 47244 ISHARES TR CORE S&P500 ETF 464287200 50198 139965 SH SOLE 131612 0 8353 ISHARES TR RUS 1000 ETF 464287622 3920 19866 SH SOLE 18924 0 942 ISHARES TR RUS 1000 GRW ETF 464287614 607 2884 SH SOLE 2884 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 5812 16273 SH SOLE 16273 0 0 AMAZON COM INC COM 023135106 37713 333745 SH SOLE 316290 0 17455 BRISTOL-MYERS SQUIBB CO COM 110122108 223 3136 SH SOLE 3136 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6464 24207 SH SOLE 22999 0 1208 BOEING CO COM 097023105 637 5264 SH SOLE 4676 0 588 EVERSOURCE ENERGY COM 30040W108 689 8844 SH SOLE 8844 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 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