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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
32
1
3
1
2
0
25
2
0
DESTINATION WEALTH MANAGEMENT

Time Period2017-12-31

Total Holdings155

Total Value ($x1000)1,646,770
Activities
New10

Increased72

Unchanged13

Decreased60

Sold Out4

Top 10 Stock Holdingstotal 41.19%
IVV8.94

AGG7.68

SDY4.22

VUG3.72

IJR3.3

 
AAPL2.97

IGM2.72

CSJ2.61

STIP2.54

IEMG2.49

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
8.94%
CORE S&P500 ETF
AGG
7.68%
CORE TOTUSBD ETF
SDY
4.22%
S&P DIVID ETF
VUG
3.72%
GROWTH ETF
IJR
3.3%
CORE S&P SCP ETF
AAPL
2.97%
COM
IGM
2.72%
N AMER TECH ETF
CSJ
2.61%
1-3 YR CR BD ETF
STIP
2.54%
0-5 YR TIPS ETF
IEMG
2.49%
CORE MSCI EMKT
IDU
2.17%
U.S. UTILITS ETF
IJH
2.13%
CORE S&P MCP ETF
ABBV
1.88%
COM
SCHZ
1.87%
US AGGREGATE B
CVX
1.73%
COM
JNJ
1.67%
COM
CL
1.6%
COM
EFA
1.59%
MSCI EAFE ETF
BRK.B
1.58%
CL B NEW
MA
1.57%
CL A
IUSB
1.54%
CORE TL USD BD
GOOGL
1.54%
CAP STK CL A
XOM
1.5%
COM
SYK
1.43%
COM
COST
1.43%
COM
AFL
1.42%
COM
DHR
1.35%
COM
ORCL
1.34%
COM
DIS
1.3%
COM DISNEY
FLOT
1.29%
FLTG RATE BD ETF
FTV
1.28%
COM
HDV
1.02%
HIGH DIVIDND ETF
ISTB
0.99%
CORE STRM USBD
VV
0.83%
LARGE CAP ETF
ABT
0.83%
COM
VZ
0.82%
COM
C
0.79%
COM NEW
QCOM
0.79%
COM
IMTB
0.78%
CR 5 10 YR ETF
TJX
0.78%
COM
BAX
0.77%
COM
GBF
0.71%
GOV/CRED BD ETF
IDV
0.7%
INTL SEL DIV ETF
T
0.68%
COM
RYT
0.62%
GUG S&P500EQWTTE
SCHX
0.61%
US LRG CAP ETF
MON
0.58%
COM
PCG
0.56%
COM
DON
0.56%
MIDCAP DIVI FD
DES
0.56%
SMALLCAP DIVID
ROST
0.55%
COM
CFT
0.52%
CREDIT BD ETF
MXI
0.43%
GLOBAL MATER ETF
LMT
0.4%
COM
VOO
0.39%
SHS
IWB
0.38%
RUS 1000 ETF
IXP
0.38%
GLOB TELECOM ETF
CLX
0.33%
COM
PFE
0.33%
COM
VOD
0.31%
SPNSR ADR NO PAR
UL
0.31%
SPON ADR NEW
PG
0.31%
COM
PEP
0.3%
COM
CIU
0.29%
INTERM CR BD ETF
PKW
0.29%
DYNA BUYBK ACH
KO
0.28%
COM
XLP
0.27%
SBI CONS STPLS
VHT
0.27%
HEALTH CAR ETF
VNQ
0.25%
REIT ETF
BOND
0.25%
TOTL RETN ETF
VTV
0.25%
VALUE ETF
KMB
0.25%
COM
PFF
0.24%
U.S. PFD STK ETF
CPB
0.21%
COM
CHGG
0.2%
COM
BKLN
0.19%
SENIOR LN PORT
DGRO
0.17%
CORE DIV GRWTH
SCHW
0.17%
COM
SCHB
0.16%
US BRD MKT ETF
VCR
0.14%
CONSUM DIS ETF
SPY
0.13%
TR UNIT
AMZN
0.11%
COM
KLD
0.1%
USA ESG SLCT ETF
CLYH
0.1%
INT RT HD 10YR
BA
0.1%
COM
IYZ
0.1%
U.S. TELECOM ETF
DSI
0.09%
MSCI KLD400 SOC
SCHF
0.08%
INTL EQTY ETF
BTX
0.07%
COM
JPM
0.07%
COM
LAG
0.07%
BRCLYS AGG ETF
FB
0.07%
CL A
MSFT
0.06%
COM
CORP
0.06%
INV GRD CRP BD
FBND
0.06%
TOTAL BD ETF
GOOG
0.06%
CAP STK CL C
UBFO
0.06%
COM
ITR
0.06%
INTR TRM CORP BD
QQQ
0.06%
UNIT SER 1
MINT
0.05%
ENHAN SHRT MAT
SCHA
0.05%
US SML CAP ETF
INTC
0.04%
COM
SCHE
0.04%
EMRG MKTEQ ETF
PEO
0.04%
COM
IWF
0.04%
RUS 1000 GRW ETF
SCPB
0.04%
BARC SHT TR CP
STOT
0.04%
SPDR DBLELN SHRT
CSCO
0.04%
COM
HON
0.04%
COM
IWD
0.03%
RUS 1000 VAL ETF
GE
0.03%
COM
MMM
0.03%
COM
XLNX
0.03%
COM
BP
0.03%
SPONSORED ADR
HD
0.03%
COM
NVDA
0.03%
COM
SCHG
0.03%
US LCAP GR ETF
IBM
0.03%
COM
BAC
0.02%
COM
CVBF
0.02%
COM
NUE
0.02%
COM
V
0.02%
COM CL A
DUK
0.02%
COM NEW
MRK
0.02%
COM
CERN
0.02%
COM
IYY
0.02%
DOW JONES US ETF
SCHM
0.02%
US MID-CAP ETF
IWM
0.02%
RUSSELL 2000 ETF
VEA
0.02%
FTSE DEV MKT ETF
MO
0.02%
COM
WFC
0.02%
COM
MCD
0.02%
COM
PSK
0.02%
WELLS FG PFD ETF
VWO
0.02%
FTSE EMR MKT ETF
IJS
0.02%
SP SMCP600VL ETF
UNP
0.02%
COM
STPZ
0.02%
1-5 US TIP IDX
SHV
0.02%
SHRT TRS BD ETF
WMT
0.02%
COM
SHY
0.02%
1-3 YR TR BD ETF
LDOS
0.02%
COM
EPD
0.02%
COM
FM
0.01%
MSCI FRNTR100ETF
SBUX
0.01%
COM
ACWX
0.01%
MSCI ACWI US ETF
ADBE
0.01%
COM
VTI
0.01%
TOTAL STK MKT
DWDP
0.01%
COM
ETP
0.01%
UNIT LTD PRT INT
UNH
0.01%
COM
OCX
0.01%
COM
RAD
0.01%
COM
EDD
< 0.01%
COM
GGN
< 0.01%
COM SH BEN INT
VEON
< 0.01%
SPONSORED ADR
PPG
0.18%
COM
CSX
0.05%
COM
CMCSA
0.01%
CL A
NLY
0.01%
COM