Destination Wealth Management

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Walnut Creek, CA
CIK
0001278573
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 218 3,026,816 AAPL, AGG, SDY, IJR 13F-HR 7/24/2024 000127857324000008
Q1 2024 225 3,008,278 AAPL, AGG, SDY, IJR 13F-HR 5/14/2024 000127857324000006
Q4 2023 218 2,884,572 AAPL, SCHZ, AGG, SDY 13F-HR 2/13/2024 000127857324000002
Q3 2023 210 2,571,976 AAPL, AGG, SPSB, SDY 13F-HR 11/14/2023 000127857323000013
Q2 2023 213 2,682,112 AAPL, AGG, SPSB, SDY 13F-HR 8/11/2023 000127857323000010
Q1 2023 218 2,638,788 AAPL, SPSB, AGG, SDY 13F-HR 5/5/2023 000127857323000008
Q4 2022 199 2,513,538 SPSB, SCHZ, AAPL, AGG 13F-HR 2/13/2023 000127857323000002
Q3 2022 186 2,377,428 SPSB, AAPL, AGG, SDY 13F-HR 11/14/2022 000127857322000010
Q2 2022 192 2,479,340 AAPL, AGG, SPSB, SDY 13F-HR 7/29/2022 000127857322000008
Q1 2022 193 2,697,998 AAPL, AGG, SDY, IJR 13F-HR 5/11/2022 000127857322000006
Q4 2021 198 2,825,349 AGG, AAPL, SDY, IJR 13F-HR 2/3/2022 000127857322000002
Q3 2021 174 2,575,417 AGG, AAPL, SDY, IJR 13F-HR 10/25/2021 000127857321000012
Q2 2021 181 2,591,311 AGG, AAPL, SDY, IJR 13F-HR 8/13/2021 000127857321000009
Q1 2021 177 2,420,809 AGG, AAPL, SDY, IJR 13F-HR 5/5/2021 000127857321000006
Q4 2020 161 2,297,895 AGG, AAPL, SDY, IJR 13F-HR 2/11/2021 000127857321000002
Q3 2020 142 1,975,251 AGG, AAPL, SDY, IJR 13F-HR 11/12/2020 000127857320000010
Q2 2020 144 1,848,574 AGG, AAPL, SDY, IJR 13F-HR 8/14/2020 000127857320000008
Q1 2020 160 1,631,235 AGG, IVV, SDY, AAPL 13F-HR 5/13/2020 000127857320000005
Q4 2019 157 1,965,135 AGG, IVV, SDY, AAPL 13F-HR 2/12/2020 000127857320000002
Q3 2019 140 1,846,202 AGG, IVV, SDY, VUG 13F-HR 11/13/2019 000127857319000011
Q2 2019 567 1,816,231 AGG, IVV, SDY, VUG 13F-HR 7/19/2019 000127857319000007
Q1 2019 700 1,777,458 AGG, IVV, SDY, VUG 13F-HR 5/1/2019 000127857319000005
Q4 2018 506 1,661,680 SCHZ, IVV, AGG, SDY 13F-HR 2/5/2019 000127857319000001
Q3 2018 716 1,797,246 IVV, AGG, SDY, VUG 13F-HR 11/7/2018 000127857318000006
Q2 2018 513 1,665,068 IVV, AGG, SDY, VUG 13F-HR 7/31/2018 000127857318000005
Q1 2018 591 1,643,960 IVV, AGG, SDY, VUG 13F-HR 4/5/2018 000127857318000004
Q4 2017 155 1,646,770 IVV, AGG, SDY, VUG 13F-HR 2/9/2018 000127857318000002
Q3 2017 149 1,564,575 IVV, AGG, SDY, VUG 13F-HR 11/9/2017 000127857317000007
Q2 2017 152 1,500,125 IVV, AGG, SDY, VUG 13F-HR 8/11/2017 000127857317000006
Q1 2017 157 1,453,121 AGG, IVV, SDY, VUG 13F-HR 5/5/2017 000127857317000005
Q4 2016 168 1,361,826 AGG, IVV, SDY, IJR 13F-HR 2/1/2017 000127857317000003
Q3 2016 159 1,294,087 AGG, IVV, SDY, IJR 13F-HR 11/14/2016 000127857316000023
Q2 2016 148 1,214,196 AGG, IVV, SDY, IJR 13F-HR 7/25/2016 000127857316000022
Q1 2016 127 1,043,947 AGG, IJR, VOO, IVV 13F-HR 4/20/2016 000127857316000021
Q4 2015 127 1,043,947 AGG, IJR, VOO, IVV 13F-HR 1/25/2016 000127857316000018
Q3 2015 113 900,499 IJR, IGSB, SCHB, STPZ 13F-HR 10/30/2015 000127857315000017
Q2 2015 253 1,511,096 IJR, SCHB, IGSB, IJH 13F-HR 10/2/2015 000127857315000014
Q1 2015 104 922,627 SCHB, IJR, IGSB, STPZ 13F-HR 4/14/2015 000127857315000004
Q4 2014 119 988,404 SCHB, IJR, IGSB, SDY 13F-HR 1/14/2015 000127857315000001
Q3 2014 135 956,385 SCHB, IJR, IGSB, STPZ 13F-HR 10/21/2014 000127857314000008
Q2 2014 134 969,246 IGSB, IJR, SDY, STPZ 13F-HR 7/21/2014 000127857314000007
Q1 2014 126 934,193 SCHB, IGSB, IJR, STPZ 13F-HR 4/11/2014 000127857314000003
Q4 2013 108 953,310 SCHB, IJR, IGSB, STPZ 13F-HR 1/30/2014 000127857314000001