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Home > Institutional Investor > Destination Wealth Management > Profile

Instuitional Investor - Destination Wealth Management

Fund Profile
Filing Period:
Fund Name: Destination Wealth Management
Portfolio Value $2,884,572,965
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 866,263 $166,781,618 5.78%
2.
Schwab Strategic Trust
 FNDF 2,530,552 $117,974,346 4.08%
3.
Ishares Trust
 IEF 1,012,806 $100,521,024 3.48%
4.
Spdr Series Trust
 690,405 $86,279,916 2.99%
5.
Ishares Trust
 IEF 775,629 $83,961,891 2.91%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)