Destiny Wealth Partners, LLC — Q1 2021 13F Holdings

Name: Destiny Wealth Partners, LLC — 13F Holdings, Q1 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001844369

Total reported value

$914.4M

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Full holdings list this quarter

Showing top 200 holdings (of 547 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	SLQD	Ishares 0-5 Yr Inv Grd CORP	ETF-Other	5.39%	—	—
2	STIP	Ishares 0-5 Year Tips Bond E	ETF-Other	4.67%	—	—
3	PULS	Pgim Ultra Short Bond ETF	ETF-Other	4.49%	—	—
4	SPSB	Ss Spdr P St C CORP ETF	ETF-Other	3.54%	—	-11.29%
5	AMZN	Amazon.com INC	Stock-Consumer Disc	2.81%	-0.33%	+7.94%
6	VEA	Vanguard Ftse Developed ETF	ETF-Other	2.71%	—	-7.09%
7	BSV	Vanguard Short-term Bond ETF	ETF-Other	2.26%	—	-1.34%
8	HTRB	Hartford Ttl Rtrn Bnd ETF	ETF-Other	2.04%	—	+15.16%
9	MGV	Vanguard Mega Cap Value ETF	ETF-Other	2.03%	—	-5.37%
10	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	2.00%	—	-3.47%
11	ANGL	Vaneck Fallen Angel High Yld	ETF-Other	1.89%	—	+13.10%
12	ICVT	Ishares Convertible Bond ETF	ETF-Other	1.87%	—	+41.87%
13	VMBS	Vanguard Mortgage-backed Sec	ETF-Other	1.83%	—	-1.10%
14	HYLB	Xtrackers Usd High Yield Cor	ETF-High Yield	1.77%	—	+54.76%
15	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	1.77%	—	-0.94%
16	VIG	Vanguard Dividend Apprec ETF	ETF-Other	1.77%	-0.14%	-3.40%
17	✓	Innovator S&P Invt Gra	Stock-Other	1.73%	—	+58.71%
18	ELD	Wisdomtree Emrg Mkts Debt	ETF-Other	1.72%	—	—
19	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	1.71%	—	-2.19%
20	XLK	Ss Technology Select Sector	ETF-Tech	1.50%	-1.79%	+32.29%
21	BNDW	Vanguard Total World Bond Et	ETF-Other	1.47%	—	+14.21%
22	IBUY	Amplify Online Retail ETF	ETF-Other	1.35%	—	+49.62%
23	AAPL	Apple INC	Stock-Tech	1.35%	+0.11%	+2.64%
24	HYI	Western Asset High Yield Opportunity Fund Inc.	Stock-Other	1.33%	—	-0.63%
25	JAAA	Janus Henderson Aaa Clo ETF	ETF-Other	1.33%	-0.31%	—
26	XBI	Ss Spdr S&p Biotech ETF	ETF-Tech	1.31%	—	+12.19%
27	VYM	Vanguard High Dvd Yield ETF	ETF-Other	1.26%	—	-0.38%
28	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	1.21%	—	-6.25%
29	PAVE	Global X US Infrastructure	ETF-Other	1.15%	—	+80.32%
30	GEM	Goldman Sachs Activebeta Em	ETF-Commodities	1.13%	—	-4.93%
31	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.13%	—	+0.35%
32	SMMD	Ishares Russell 2500 ETF	ETF-Other	1.10%	—	-8.54%
33	LMBS	First Trust Low Duration Opp	ETF-Other	1.09%	—	-1.12%
34	IXC	Ishares Global Energy ETF	ETF-Other	1.09%	—	—
35	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.02%	+0.19%	-1.86%
36	FNCL	Fidelity Msci Financial Indx	ETF-Other	1.01%	—	+11729.63%
37	VT	Vanguard Tot World Stk ETF	ETF-Other	1.00%	—	-1.25%
38	CIBR	First Trust Nasdaq Cybersecu	ETF-Tech	0.99%	-0.20%	+12.94%
39	EBND	State Street Spdr Bloomberg	ETF-Other	0.96%	—	+13.20%
40	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.95%	—	-35.40%
41	VPL	Vanguard Ftse Pacific ETF	ETF-Other	0.94%	—	+6435.60%
42	VGK	Vanguard Ftse Europe ETF	ETF-Other	0.93%	—	—
43	REET	Ishares Global Reit ETF	ETF-Other	0.85%	—	-7.61%
44	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.83%	-0.60%	+9.68%
45	MSFT	Microsoft CORP	Stock-Tech	0.80%	-0.32%	+7.12%
46	XT	Ishar Fture Exp Tech Etf-usd	ETF-Tech	0.80%	—	+6.58%
47	SCHP	Schwab U.s. Tips ETF	ETF-Other	0.68%	—	-80.91%
48	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	0.65%	—	-40.29%
49	NFLX	Netflix INC	Stock-Comm Services	0.64%	+0.05%	+11.67%
50	PFFD	Global X US Preferred ETF	ETF-Other	0.51%	—	+13.41%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Destiny Wealth Partners, LLC for the quarter ending Q1 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	FNCL	Fidelity Msci Financial Indx	+1%	+11729.63%	Add
2	VPL	Vanguard Ftse Pacific ETF	+0.9%	+6435.60%	Add
3	HYLB	Xtrackers Usd High Yield Cor	+0.6%	+54.76%	Add
4	✓	Innovator S&P Invt Gra	+0.6%	+58.71%	Add
5	PAVE	Global X US Infrastructure	+0.6%	+80.32%	Add
6	ICVT	Ishares Convertible Bond ETF	+0.6%	+41.87%	Add
7	IBUY	Amplify Online Retail ETF	+0.5%	+49.62%	Add
8	XLK	Ss Technology Select Sector	+0.4%	+32.29%	Add
9	BLOK	Amplify Blockchain Tech ETF	+0.3%	+290.61%	Add
10	LIT	Global X Lithium & Battery T	+0.2%	+5154.87%	Add
11	ANGL	Vaneck Fallen Angel High Yld	+0.2%	+13.10%	Add
12	HTRB	Hartford Ttl Rtrn Bnd ETF	+0.2%	+15.16%	Add
13	GOOGL	Alphabet Inc-cl A	+0.2%	+9.68%	Add
14	BNDW	Vanguard Total World Bond Et	+0.1%	+14.21%	Add
15	SDY	Ss Spdr S&p Dividend ETF	+0.1%	-2.19%	Trim
16	VYM	Vanguard High Dvd Yield ETF	+0.1%	-0.38%	Trim
17	BRK-B	Berkshire Hathaway Inc-cl B	+0.1%	+0.35%	Add
18	XBI	Ss Spdr S&p Biotech ETF	+0.1%	+12.19%	Add
19	VLUE	Ishares Msci USA Value Facto	-0.1%	-50.56%	Trim
20	BIL	Ss Spdr Bb 1-3m T-bill ETF	-0.1%	-18.31%	Trim
21	IGLB	Ishares 10+ Year Inv Gr CORP	-0.1%	-81.35%	Trim
22	GOVT	Ishares US Treasury Bond ETF	-0.4%	-75.47%	Trim
23	VGSH	Vanguard Short-term Treasury	-0.4%	-40.29%	Trim
24	IVV	Ishares Core S&p 500 ETF	-0.4%	-35.40%	Trim
25	SPSB	Ss Spdr P St C CORP ETF	-0.5%	-11.29%	Trim
26	FHLC	Fidelity Msci Health Care	-0.6%	-99.24%	Trim
27	ARKW	Ark Next Generation Internet	-0.7%	-97.70%	Trim
28	FIXD	First Trust Smith Opportunis	-1.1%	-93.52%	Trim
29	AGGY	Wisdomtree Yield Enhanced US	-1.1%	-98.78%	Trim
30	SPIP	Ss Spdr P Tips ETF	-1.4%	-77.58%	Trim
31	GTO	Invesco Total Return Bond Et	-1.5%	-99.68%	Trim
32	SPTS	Ss Spdr P St Term Tsy ETF	-2.6%	-84.32%	Trim
33	SCHP	Schwab U.s. Tips ETF	-2.9%	-80.91%	Trim
34	GSY	Invesco Ultra Short Duration	-4.1%	-99.29%	Trim
35	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	-6.5%	-98.19%	Trim
36	SLQD	Ishares 0-5 Yr Inv Grd CORP	—	NEW	New buy
37	STIP	Ishares 0-5 Year Tips Bond E	—	NEW	New buy
38	PULS	Pgim Ultra Short Bond ETF	—	NEW	New buy
39	ELD	Wisdomtree Emrg Mkts Debt	—	NEW	New buy
40	JAAA	Janus Henderson Aaa Clo ETF	—	NEW	New buy
41	IXC	Ishares Global Energy ETF	—	NEW	New buy
42	VGK	Vanguard Ftse Europe ETF	—	NEW	New buy
43	FPE	Ft-preferred Secur & INC ETF	—	NEW	New buy
44	✓	First Trust Preferred Securities and Income ETF	—	EXIT	Sold out
45	JETS	US Global Jets ETF	—	NEW	New buy
46	FDN	First Trust Dj Internet Ind	—	NEW	New buy
47	✓		—	EXIT	Sold out
48	UDOW	Proshares Ultrapro Dow30	—	EXIT	Sold out
49	UPRO	Proshares Ultrapro S&p 500	—	EXIT	Sold out
50	✓	First Tr Exchange-traded Fd	—	EXIT	Sold out