28. Destination Wealth

Rank: 28
Location: Walnut Creek, CA
Total Assets: $3,809,515,264
ETF Assets: $1,368,614,144
Website: www.destinationwm.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 92
Total Value of All ETF Holdings: $1,368,614,144
Number of Issuers: 13
Number of Sectors: 29
  • Top 5 ETF Holdings
    1. SPSB: $114,208,698
    2. SCHZ: $111,092,688
    3. AGG: $95,765,207
    4. SDY: $84,931,477
    5. IJR: $71,346,298
  • Top 5 ETF Sectors
    1. Corporate Bonds
    2. Total Bond Market
    3. Large Cap Blend Equities
    4. Small Cap Growth Equities
    5. Inflation-Protected Bonds
  • Top 5 ETF Issuers
    1. State Street SPDR
    2. Schwab
    3. iShares
    4. Vanguard
    5. PIMCO

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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https://www.destinationwm.com 2023 Top 100 ETF Power Users