As Of
| | Quarter (Ended) | | Holdings Form 13F | | Assets (Millions) | | Reporting Manager |
5/14/24 | | | 3/31/24 | | | | 226 | | $3,008,109 | | | Destination Wealth Management |
2/13/24 | | | 12/31/23 | | | | 220 | | $2,884,476 | | | Destination Wealth Management |
11/14/23 | | | 9/30/23 | | | | 212 | | $1,347,972 | | | Destination Wealth Management |
8/11/23 | | | 6/30/23 | | | | 214 | | $2,682 | | | Destination Wealth Management |
5/5/23 | | | 3/31/23 | | | | 221 | | $2,639 | | | Destination Wealth Management |
2/11/23 | | | 12/31/22 | | | | 199 | | $2,514 | | | Destination Wealth Management |
11/10/22 | | | 9/30/22 | | | | 186 | | $2,377 | | | Destination Wealth Management |
7/29/22 | | | 6/30/22 | | | | 192 | | $2,479 | | | Destination Wealth Management |