Destiny Wealth Partners, LLC — Q4 2023 13F Holdings

Name: Destiny Wealth Partners, LLC — 13F Holdings, Q4 2023
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001844369

Total reported value

$914.4M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AMZN	Amazon.com INC	Stock-Consumer Disc	3.82%	-0.33%	+0.44%
2	DFAX	Dimensional World Ex US Core	ETF-Other	3.75%	—	-12.12%
3	VCLT	Vanguard Long-term CORP Bond	ETF-Corp Bonds	3.54%	-1.44%	—
4	SHV	Ishares 0-1 Year Treasury Bo	ETF-Gov Bonds	3.41%	—	+44.89%
5	VYM	Vanguard High Dvd Yield ETF	ETF-Other	3.36%	—	+4.78%
6	VUG	Vanguard Growth ETF	ETF-Other	2.92%	-0.67%	+4.32%
7	XLK	Ss Technology Select Sector	ETF-Tech	2.64%	-1.79%	-5.89%
8	AAPL	Apple INC	Stock-Tech	2.62%	+0.11%	-0.14%
9	SPSB	Ss Spdr P St C CORP ETF	ETF-Other	2.48%	—	-1.20%
10	TOTL	Ss Doubleline Tr Tact ETF	ETF-Other	2.20%	-1.96%	+5.44%
11	MSFT	Microsoft CORP	Stock-Tech	2.05%	-0.32%	+0.70%
12	USHY	Ishares Broad Usd High Yield	ETF-High Yield	2.05%	+0.06%	-5.37%
13	VIS	Vanguard Industrials ETF	ETF-Other	2.02%	—	—
14	SRLN	Ss Blackstone Sr Loan ETF	ETF-Other	1.98%	-1.28%	EXIT
15	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	1.96%	-0.21%	-7.21%
16	ANGL	Vaneck Fallen Angel High Yld	ETF-Other	1.95%	—	+3.40%
17	GIGB	Goldman Sachs Inv Grd CORP	ETF-Commodities	1.93%	—	+5.02%
18	VIG	Vanguard Dividend Apprec ETF	ETF-Other	1.85%	-0.14%	+0.30%
19	BXSL	Blackstone Secured Lending F	Stock-Financials	1.81%	-1.04%	+7.64%
20	GEM	Goldman Sachs Activebeta Em	ETF-Commodities	1.80%	—	+9.08%
21	CIBR	First Trust Nasdaq Cybersecu	ETF-Tech	1.78%	-0.20%	+3.25%
22	VFMV	Vanguard US Minimum Volatili	ETF-Other	1.70%	—	+7.03%
23	IBB	Ishares Biotechnology ETF	ETF-Tech	1.69%	—	+5.21%
24	SDY	Ss Spdr S&p Dividend ETF	ETF-Other	1.66%	—	-0.75%
25	FDIS	Fidelity Msci Cons Discr Ind	ETF-Other	1.63%	—	—
26	JBBB	Janus Henderson B-bbb Clo Et	ETF-Other	1.58%	-0.33%	—
27	VIGI	Vanguard Int Div App Indx Fd	ETF-Other	1.57%	-0.94%	+7.82%
28	JCPB	Jpmorgan Core Plus Bond ETF	ETF-Other	1.55%	—	+7.11%
29	VTIP	Vanguard Short-term Tips	ETF-Other	1.46%	—	+1.34%
30	DFIV	Dimensional International Va	ETF-Other	1.42%	—	+8.17%
31	JMEE	JPM Sma & Mid Cap En Eq Et-u	ETF-Other	1.30%	—	+8.31%
32	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	1.26%	—	-1.05%
33	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.25%	-0.60%	+0.81%
34	EMLC	Vaneck JPM Em Local Curr Bnd	ETF-Other	1.13%	—	+7.56%
35	MLPX	Global X Mlp & Energy Infras	ETF-Other	1.09%	—	+1.93%
36	GBIL	Goldman Sachs Access Treasur	ETF-Commodities	1.07%	—	+1.02%
37	JAAA	Janus Henderson Aaa Clo ETF	ETF-Other	1.05%	-0.31%	+3.94%
38	JEPI	Jpmorgan Equity Premium Inco	ETF-Other	1.02%	—	+3.75%
39	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	1.01%	+0.19%	+0.10%
40	REET	Ishares Global Reit ETF	ETF-Other	0.93%	—	+9.03%
41	XT	Ishar Fture Exp Tech Etf-usd	ETF-Tech	0.89%	—	+2.53%
42	VWOB	Vanguard Emerg Mkts Gov Bnd	ETF-Other	0.89%	—	+3.78%
43	VO	Vanguard Mid-cap ETF	ETF-Other	0.87%	+0.48%	-8.62%
44	VT	Vanguard Tot World Stk ETF	ETF-Other	0.87%	—	+0.02%
45	IGF	Ishares Global Infrastructur	ETF-Other	0.82%	—	+10.13%
46	NANR	Sta Str Sp S&p Nor An Res-ui	ETF-Other	0.81%	—	+9.95%
47	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.73%	+0.27%	-0.92%
48	MAR	Marriott International -cl A	Stock-Consumer Disc	0.70%	—	+2.48%
49	NFLX	Netflix INC	Stock-Comm Services	0.68%	+0.05%	+2.28%
50	CGGR	Cap Group Growth Equity	ETF-Other	0.64%	—	-12.03%

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