Destination Wealth Management

Q3 2014 13F Holdings Report, Stock Holdings

Signature - Title
Michael Yoshikami - CEO & Founder
Location
Walnut Creek, CA
Holdings as of
30 Sep 2014
Value $
$956M
Num holdings
133
Date filed
21 Oct 2014, 13:12
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SCHB, IJR, IGSB, STPZ, and SDY.
Previous filing
Q2 2014 - 21 Jul 2014
Next filing
Q4 2014 - 14 Jan 2015
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2014 Q3 compared to 2014 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Michael Yoshikami CEO & Founder Walnut Creek, California 15 Oct 2014