0001278573-24-000002.txt : 20240214 0001278573-24-000002.hdr.sgml : 20240214 20240213183756 ACCESSION NUMBER: 0001278573-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Destination Wealth Management CENTRAL INDEX KEY: 0001278573 ORGANIZATION NAME: 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: 24630798 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 12-31-2023 12-31-2023 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 02-13-2024 0 220 2884572965 INFORMATION TABLE 2 infotable.xml SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 675838 1793 SH SOLE 1793 0 0 ISHARES TR U.S. UTILITS ETF 464287697 50086670 626632 SH SOLE 595459 0 31172 ISHARES TR CORE S&P MCP ETF 464287507 55356418 199735 SH SOLE 188492 0 11243 ISHARES TR CORE S&P SCP ETF 464287804 83961891 775629 SH SOLE 734447 0 41182 ISHARES TR S&P 500 VAL ETF 464287408 334912 1926 SH SOLE 485 0 1441 ISHARES TR CORE S&P500 ETF 464287200 64908554 135897 SH SOLE 127909 0 7988 ISHARES TR RUS 1000 ETF 464287622 4608868 17574 SH SOLE 16675 0 899 ISHARES TR RUS 1000 GRW ETF 464287614 1184182 3906 SH SOLE 3042 0 864 SPDR S&P 500 ETF TR TR UNIT 78462F103 9916748 20864 SH SOLE 20714 0 150 ADOBE INC COM 00724F101 218952 367 SH SOLE 367 0 0 AMAZON COM INC COM 023135106 52821317 347646 SH SOLE 330504 0 17142 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 23719317 66504 SH SOLE 63211 0 3293 BOEING CO COM 097023105 1147079 4401 SH SOLE 3906 0 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