Destination Wealth Management

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    walnut creek, CA
  • CIK
    0001278573
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

247

$3.20B
AAPL, AGG, KRE, IJR
13F-HR
Feb 6, 2025
000127857325000002

238

$3.23B
AAPL, AGG, KRE, IJR
13F-HR
Nov 25, 2024
000127857324000010

218

$3.03B
AAPL, AGG, KRE, IJR
13F-HR
Jul 25, 2024
000127857324000008

225

$3.01B
AAPL, AGG, KRE, IJR
13F-HR
May 14, 2024
000127857324000006

218

$2.88B
AAPL, SCHZ, AGG, KRE
13F-HR
Feb 14, 2024
000127857324000002

210

$2.57B
AAPL, AGG, SPSB, KRE
13F-HR
Nov 14, 2023
000127857323000013

213

$2.68B
AAPL, AGG, SPSB, KRE
13F-HR
Aug 11, 2023
000127857323000010

218

$2.64B
AAPL, SPSB, AGG, KRE
13F-HR
May 5, 2023
000127857323000008

199

$2.51B
SPSB, SCHZ, AAPL, AGG
13F-HR
Feb 13, 2023
000127857323000002

186

$2.38B
SPSB, AAPL, AGG, KRE
13F-HR
Nov 14, 2022
000127857322000010

192

$2.48B
AAPL, AGG, SPSB, KRE
13F-HR
Jul 29, 2022
000127857322000008

193

$2.70B
AAPL, AGG, KRE, IJR
13F-HR
May 12, 2022
000127857322000006

198

$2.83B
AGG, AAPL, KRE, IJR
13F-HR
Feb 4, 2022
000127857322000002

174

$2.58B
AGG, AAPL, KRE, IJR
13F-HR
Oct 25, 2021
000127857321000012

181

$2.59B
AGG, AAPL, KRE, IJR
13F-HR
Aug 13, 2021
000127857321000009

177

$2.42B
AGG, AAPL, KRE, IJR
13F-HR
May 5, 2021
000127857321000006

161

$2.30B
AGG, AAPL, KRE, IJR
13F-HR
Feb 11, 2021
000127857321000002

142

$1.98B
AGG, AAPL, KRE, IJR
13F-HR
Nov 12, 2020
000127857320000010

144

$1.85B
AGG, AAPL, KRE, IJR
13F-HR
Aug 14, 2020
000127857320000008

160

$1.63B
AGG, IVV, KRE, AAPL
13F-HR
May 13, 2020
000127857320000005

157

$1.97B
AGG, IVV, KRE, AAPL
13F-HR
Feb 12, 2020
000127857320000002

140

$1.85B
AGG, IVV, KRE, VUG
13F-HR
Nov 13, 2019
000127857319000011

567

$1.82B
AGG, IVV, KRE, VUG
13F-HR
Jul 19, 2019
000127857319000007

700

$1.78B
AGG, IVV, KRE, VUG
13F-HR
May 1, 2019
000127857319000005

506

$1.66B
SCHZ, IVV, AGG, KRE
13F-HR
Feb 5, 2019
000127857319000001

716

$1.80B
IVV, AGG, KRE, VUG
13F-HR
Nov 7, 2018
000127857318000006

513

$1.67B
IVV, AGG, KRE, VUG
13F-HR
Jul 31, 2018
000127857318000005

591

$1.64B
IVV, AGG, KRE, VUG
13F-HR
Apr 5, 2018
000127857318000004

155

$1.65B
IVV, AGG, KRE, VUG
13F-HR
Feb 9, 2018
000127857318000002

149

$1.56B
IVV, AGG, KRE, VUG
13F-HR
Nov 9, 2017
000127857317000007

152

$1.50B
IVV, AGG, KRE, VUG
13F-HR
Aug 11, 2017
000127857317000006

157

$1.45B
AGG, IVV, KRE, VUG
13F-HR
May 5, 2017
000127857317000005

168

$1.36B
AGG, IVV, KRE, IJR
13F-HR
Feb 1, 2017
000127857317000003

159

$1.29B
AGG, IVV, KRE, IJR
13F-HR
Nov 14, 2016
000127857316000023

148

$1.21B
AGG, IVV, KRE, IJR
13F-HR
Jul 25, 2016
000127857316000022

127

$1.04B
AGG, IJR, VOO, IVV
13F-HR
Apr 20, 2016
000127857316000021

127

$1.04B
AGG, IJR, VOO, IVV
13F-HR
Jan 25, 2016
000127857316000018

113

$900.50M
IJR, IGSB, SCHB, STPZ
13F-HR
Oct 30, 2015
000127857315000017

253

$1.51B
IJR, SCHB, IGSB, IJH
13F-HR
Oct 2, 2015
000127857315000014

104

$922.63M
SCHB, IJR, IGSB, STPZ
13F-HR
Apr 14, 2015
000127857315000004

119

$988.40M
SCHB, IJR, IGSB, KRE
13F-HR
Jan 14, 2015
000127857315000001

135

$956.38M
SCHB, IJR, IGSB, STPZ
13F-HR
Oct 21, 2014
000127857314000008

134

$969.25M
IGSB, IJR, KRE, STPZ
13F-HR
Jul 21, 2014
000127857314000007

126

$934.19M
SCHB, IGSB, IJR, STPZ
13F-HR
Apr 11, 2014
000127857314000003

108

$953.31M
SCHB, IJR, IGSB, STPZ
13F-HR
Jan 30, 2014
000127857314000001