Destiny Wealth Partners, LLC Diversified Active

CIK: 0001844369 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Jul 26, 2023

Total Value ($000): $522,497 (100.0% shares, 0.0% debt)

Holdings (168)

SRLN SSGA ACTIVE ETF TR 6.5%
Value ($000) $33,905 Shares 811,119 Est. Cost $42.71 Unrealized
DFAX DIMENSIONAL ETF TRUST 4.4%
Value ($000) $23,011 Shares 961,205 Est. Cost $23.25 Unrealized
AMZN AMAZON COM INC 3.5%
Value ($000) $18,339 Shares 141,068 Est. Cost $121.14 Unrealized -5.7%
LQD ISHARES TR 3.4%
Value ($000) $17,986 Shares 166,580 Est. Cost $109.50 Unrealized
SHV ISHARES TR 3.1%
Value ($000) $15,990 Shares 144,952 Est. Cost $109.92 Unrealized
VYM VANGUARD WHITEHALL FDS 3.1%
Value ($000) $15,963 Shares 145,687 Est. Cost $102.08 Unrealized
AAPL APPLE INC 2.8%
Value ($000) $14,444 Shares 75,253 Est. Cost $129.36 Unrealized +33.0%
VUG VANGUARD INDEX FDS 2.6%
Value ($000) $13,373 Shares 46,601 Est. Cost $234.61 Unrealized
SPSB SPDR SER TR 2.5%
Value ($000) $13,111 Shares 445,360 Est. Cost $31.28 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 2.2%
Value ($000) $11,584 Shares 200,549 Est. Cost $58.87 Unrealized
AVEM AMERICAN CENTY ETF TR 2.2%
Value ($000) $11,527 Shares 209,507 Est. Cost $55.02 Unrealized
SHYG ISHARES TR 2.2%
Value ($000) $11,387 Shares 274,059 Est. Cost $42.48 Unrealized
TOTL SSGA ACTIVE ETF TR 1.9%
Value ($000) $10,035 Shares 248,014 Est. Cost $40.98 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.8%
Value ($000) $9,466 Shares 57,087 Est. Cost $142.07 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $9,447 Shares 27,481 Est. Cost $235.47 Unrealized +30.5%
SDY SPDR SER TR 1.7%
Value ($000) $9,026 Shares 71,519 Est. Cost $106.83 Unrealized
ANGL VANECK ETF TRUST 1.7%
Value ($000) $8,782 Shares 316,819 Est. Cost $28.00 Unrealized
GIGB GOLDMAN SACHS ETF TR 1.7%
Value ($000) $8,686 Shares 191,884 Est. Cost $45.27 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 1.6%
Value ($000) $8,444 Shares 16 Est. Cost $336360.38 Unrealized +48.0%
CIBR FIRST TR EXCHANGE TRADED FD 1.6%
Value ($000) $8,136 Shares 177,721 Est. Cost $43.49 Unrealized
GEM GOLDMAN SACHS ETF TR 1.6%
Value ($000) $8,110 Shares 267,232 Est. Cost $34.41 Unrealized
IBB ISHARES TR 1.6%
Value ($000) $8,103 Shares 61,637 Est. Cost $134.88 Unrealized
BXSL BLACKSTONE SECD LENDING FD 1.5%
Value ($000) $7,788 Shares 279,558 Est. Cost $18.36 Unrealized +5.5%
VFMV VANGUARD WELLINGTON FD 1.5%
Value ($000) $7,599 Shares 74,825 Est. Cost $96.51 Unrealized
VTIP VANGUARD MALVERN FDS 1.4%
Value ($000) $7,424 Shares 157,222 Est. Cost $46.81 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 1.4%
Value ($000) $7,147 Shares 153,413 Est. Cost $47.18 Unrealized
JAAA JANUS DETROIT STR TR 1.4%
Value ($000) $7,141 Shares 142,680 Est. Cost $50.32 Unrealized
VIGI VANGUARD WHITEHALL FDS 1.3%
Value ($000) $6,977 Shares 91,478 Est. Cost $76.27 Unrealized
DFIV DIMENSIONAL ETF TRUST 1.2%
Value ($000) $6,414 Shares 188,262 Est. Cost $30.55 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.2%
Value ($000) $6,277 Shares 18,155 Est. Cost $220.20 Unrealized +48.2%
JMEE J P MORGAN EXCHANGE TRADED F 1.1%
Value ($000) $5,851 Shares 112,772 Est. Cost $47.12 Unrealized
GOOGL ALPHABET INC 1.1%
Value ($000) $5,828 Shares 48,562 Est. Cost $107.63 Unrealized +6.1%
QQQ INVESCO QQQ TR 1.1%
Value ($000) $5,650 Shares 15,041 Est. Cost $313.29 Unrealized
GBIL GOLDMAN SACHS ETF TR 1.1%
Value ($000) $5,623 Shares 56,251 Est. Cost $99.87 Unrealized
EMLC VANECK ETF TRUST 1.0%
Value ($000) $5,352 Shares 207,135 Est. Cost $24.52 Unrealized
VO VANGUARD INDEX FDS 1.0%
Value ($000) $5,226 Shares 22,995 Est. Cost $225.87 Unrealized
MLPX GLOBAL X FDS 0.9%
Value ($000) $4,963 Shares 115,630 Est. Cost $40.83 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.9%
Value ($000) $4,829 Shares 86,419 Est. Cost $60.08 Unrealized
XT ISHARES TR 0.9%
Value ($000) $4,576 Shares 80,241 Est. Cost $57.67 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $4,546 Shares 45,847 Est. Cost $92.57 Unrealized
REET ISHARES TR 0.8%
Value ($000) $4,218 Shares 175,974 Est. Cost $24.43 Unrealized
VWOB VANGUARD WHITEHALL FDS 0.8%
Value ($000) $4,075 Shares 65,362 Est. Cost $62.31 Unrealized
IWS ISHARES TR 0.8%
Value ($000) $3,986 Shares 35,029 Est. Cost $117.07 Unrealized
RWJ INVESCO EXCH TRADED FD TR II 0.8%
Value ($000) $3,965 Shares 100,324 Est. Cost $64.90 Unrealized
SPY SPDR S&P 500 ETF TR 0.7%
Value ($000) $3,803 Shares 8,411 Est. Cost $389.22 Unrealized
NANR SPDR INDEX SHS FDS 0.7%
Value ($000) $3,769 Shares 70,780 Est. Cost $53.25 Unrealized
IGF ISHARES TR 0.7%
Value ($000) $3,677 Shares 76,687 Est. Cost $46.67 Unrealized
ABNB AIRBNB INC 0.7%
Value ($000) $3,433 Shares 23,075 Est. Cost $101.83 Unrealized +14.9%
LMBS FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $3,383 Shares 70,895 Est. Cost $51.22 Unrealized
MAR MARRIOTT INTL INC NEW 0.6%
Value ($000) $3,251 Shares 16,681 Est. Cost $146.00 Unrealized +15.7%
NFLX NETFLIX INC 0.6%
Value ($000) $3,212 Shares 7,513 Est. Cost $32.61 Unrealized +12.9%
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $3,202 Shares 18,182 Est. Cost $133.68 Unrealized
FLOT ISHARES TR 0.6%
Value ($000) $3,069 Shares 60,461 Est. Cost $50.50 Unrealized
WCLD WISDOMTREE TR 0.6%
Value ($000) $2,936 Shares 89,052 Est. Cost $42.08 Unrealized
IDRV ISHARES TR 0.5%
Value ($000) $2,781 Shares 64,160 Est. Cost $34.48 Unrealized
AVDV AMERICAN CENTY ETF TR 0.5%
Value ($000) $2,730 Shares 45,419 Est. Cost $55.91 Unrealized
LIT GLOBAL X FDS 0.5%
Value ($000) $2,659 Shares 40,845 Est. Cost $65.67 Unrealized
IVV ISHARES TR 0.5%
Value ($000) $2,625 Shares 5,773 Est. Cost $386.23 Unrealized
SPGM SPDR INDEX SHS FDS 0.5%
Value ($000) $2,617 Shares 48,895 Est. Cost $51.90 Unrealized
DAL DELTA AIR LINES INC DEL 0.5%
Value ($000) $2,444 Shares 50,336 Est. Cost $32.63 Unrealized +10.0%
ICLN ISHARES TR 0.4%
Value ($000) $2,255 Shares 120,337 Est. Cost $19.78 Unrealized
VB VANGUARD INDEX FDS 0.4%
Value ($000) $2,082 Shares 10,124 Est. Cost $203.96 Unrealized
BOTZ GLOBAL X FDS 0.3%
Value ($000) $1,732 Shares 59,833 Est. Cost $31.06 Unrealized
SPAB SPDR SER TR 0.3%
Value ($000) $1,652 Shares 65,149 Est. Cost $25.87 Unrealized
SGOV ISHARES TR 0.3%
Value ($000) $1,640 Shares 16,319 Est. Cost $100.51 Unrealized
ITOT ISHARES TR 0.3%
Value ($000) $1,611 Shares 16,088 Est. Cost $86.22 Unrealized
BIL SPDR SER TR 0.3%
Value ($000) $1,489 Shares 16,239 Est. Cost $91.52 Unrealized
BNDW VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,379 Shares 20,164 Est. Cost $74.90 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $1,296 Shares 6,816 Est. Cost $145.57 Unrealized +17.2%
ONEQ FIDELITY COMWLTH TR 0.2%
Value ($000) $1,260 Shares 22,850 Est. Cost $95.66 Unrealized
PKW INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,081 Shares 11,669 Est. Cost $73.36 Unrealized
VXF VANGUARD INDEX FDS 0.2%
Value ($000) $1,070 Shares 6,911 Est. Cost $165.06 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value ($000) $1,031 Shares 4,977 Est. Cost $201.21 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $983 Shares 8,174 Est. Cost $108.75 Unrealized +5.7%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $963 Shares 9,271 Est. Cost $40.67 Unrealized +144.9%
GLD SPDR GOLD TR 0.2%
Value ($000) $924 Shares 5,071 Est. Cost $176.51 Unrealized
USMV ISHARES TR 0.2%
Value ($000) $921 Shares 12,150 Est. Cost $69.74 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $874 Shares 15,735 Est. Cost $63.32 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $848 Shares 17,936 Est. Cost $47.30 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $847 Shares 5,893 Est. Cost $126.97 Unrealized +5.3%
HCA HCA HEALTHCARE INC 0.2%
Value ($000) $845 Shares 2,962 Est. Cost $248.02 Unrealized +9.7%
FDN FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $840 Shares 4,986 Est. Cost $218.03 Unrealized
QUAL ISHARES TR 0.2%
Value ($000) $822 Shares 5,963 Est. Cost $116.60 Unrealized
SSUS STRATEGY SHS 0.2%
Value ($000) $821 Shares 22,664 Est. Cost $31.64 Unrealized
SPIP SPDR SER TR 0.1%
Value ($000) $728 Shares 28,205 Est. Cost $31.23 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $667 Shares 18,910 Est. Cost $30.50 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $626 Shares 6,273 Est. Cost $86.12 Unrealized
CVS CVS HEALTH CORP 0.1%
Value ($000) $600 Shares 8,000 Est. Cost $87.62 Unrealized -26.6%
AIVL WISDOMTREE TR 0.1%
Value ($000) $592 Shares 6,120 Est. Cost $83.66 Unrealized
GOVT ISHARES TR 0.1%
Value ($000) $586 Shares 25,607 Est. Cost $25.15 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $583 Shares 1,973 Est. Cost $202.13 Unrealized +35.1%
DGX QUEST DIAGNOSTICS INC 0.1%
Value ($000) $577 Shares 4,000 Est. Cost $124.93 Unrealized +4.8%
DBEF DBX ETF TR 0.1%
Value ($000) $576 Shares 16,260 Est. Cost $33.58 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $532 Shares 7,005 Est. Cost $65.64 Unrealized +6.6%
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $516 Shares 1,164 Est. Cost $22.53 Unrealized +47.3%
SPTM SPDR SER TR 0.1%
Value ($000) $515 Shares 9,261 Est. Cost $46.20 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $514 Shares 2,641 Est. Cost $197.11 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $508 Shares 9,693 Est. Cost $62.08 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $500 Shares 9,918 Est. Cost $52.73 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $498 Shares 2,208 Est. Cost $198.29 Unrealized
SCHX SCHWAB STRATEGIC TR 0.1%
Value ($000) $488 Shares 9,107 Est. Cost $71.10 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $465 Shares 16,588 Est. Cost $20.98 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $441 Shares 2,579 Est. Cost $159.28 Unrealized
SCHV SCHWAB STRATEGIC TR 0.1%
Value ($000) $438 Shares 6,363 Est. Cost $69.80 Unrealized
IWB ISHARES TR 0.1%
Value ($000) $435 Shares 1,746 Est. Cost $212.42 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $428 Shares 1,078 Est. Cost $323.79 Unrealized +14.2%
IWR ISHARES TR 0.1%
Value ($000) $422 Shares 5,594 Est. Cost $69.12 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $419 Shares 6,704 Est. Cost $52.20 Unrealized +9.9%
MTUM ISHARES TR 0.1%
Value ($000) $412 Shares 2,832 Est. Cost $150.74 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $408 Shares 1,571 Est. Cost $265.91 Unrealized -24.8%
HD HOME DEPOT INC 0.1%
Value ($000) $407 Shares 1,271 Est. Cost $276.03 Unrealized +0.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $400 Shares 2,522 Est. Cost $89.66 Unrealized +59.8%
SAIC SCIENCE APPLICATIONS INTL CO 0.1%
Value ($000) $390 Shares 3,313 Est. Cost $87.92 Unrealized +18.1%
V VISA INC 0.1%
Value ($000) $382 Shares 1,598 Est. Cost $199.62 Unrealized +12.4%
SPYM SPDR SER TR 0.1%
Value ($000) $378 Shares 7,104 Est. Cost $48.10 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $371 Shares 13,326 Est. Cost $27.01 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $368 Shares 2,409 Est. Cost $128.27 Unrealized +10.2%
VFQY VANGUARD WELLINGTON FD 0.1%
Value ($000) $368 Shares 3,129 Est. Cost $99.71 Unrealized
INTF ISHARES TR 0.1%
Value ($000) $367 Shares 13,363 Est. Cost $26.69 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $354 Shares 2,063 Est. Cost $172.27 Unrealized
SMLF ISHARES TR 0.1%
Value ($000) $348 Shares 6,262 Est. Cost $46.54 Unrealized
PSLV SPROTT PHYSICAL SILVER TR 0.1%
Value ($000) $345 Shares 40,960 Est. Cost $8.24 Unrealized
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $338 Shares 5,163 Est. Cost $56.18 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $336 Shares 1,975 Est. Cost $147.85 Unrealized +0.7%
MRK MERCK & CO INC 0.1%
Value ($000) $335 Shares 3,036 Est. Cost $104.47 Unrealized 0.0%
SO SOUTHERN CO 0.1%
Value ($000) $332 Shares 4,540 Est. Cost $65.30 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $329 Shares 650 Est. Cost $339.81 Unrealized +36.8%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $328 Shares 2,995 Est. Cost $100.32 Unrealized
IUSB ISHARES TR 0.1%
Value ($000) $326 Shares 7,183 Est. Cost $45.54 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $312 Shares 3,576 Est. Cost $115.49 Unrealized -19.9%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $308 Shares 8,457 Est. Cost $35.14 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $307 Shares 2,139 Est. Cost $118.75 Unrealized
FBT FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $306 Shares 1,938 Est. Cost $160.42 Unrealized
FSK FS KKR CAP CORP 0.1%
Value ($000) $305 Shares 15,357 Est. Cost $12.08 Unrealized +4.6%
EMGF ISHARES INC 0.1%
Value ($000) $304 Shares 7,177 Est. Cost $48.49 Unrealized
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $303 Shares 2,223 Est. Cost $131.29 Unrealized
GSIE GOLDMAN SACHS ETF TR 0.1%
Value ($000) $298 Shares 9,295 Est. Cost $31.92 Unrealized
IGEB ISHARES TR 0.1%
Value ($000) $297 Shares 6,716 Est. Cost $49.31 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $283 Shares 1,930 Est. Cost $146.43 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $281 Shares 3,721 Est. Cost $73.88 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $266 Shares 6,440 Est. Cost $47.07 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $260 Shares 3,664 Est. Cost $80.74 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $256 Shares 2,196 Est. Cost $111.88 Unrealized
MRNA MODERNA INC 0.0%
Value ($000) $254 Shares 2,010 Est. Cost $152.82 Unrealized -12.7%
IEFA ISHARES TR 0.0%
Value ($000) $253 Shares 3,655 Est. Cost $69.11 Unrealized
WMT WALMART INC 0.0%
Value ($000) $252 Shares 1,593 Est. Cost $45.61 Unrealized +7.3%
UCB UNITED CMNTY BKS BLAIRSVLE G 0.0%
Value ($000) $251 Shares 9,000 Est. Cost $30.90 Unrealized -19.7%
FNDC SCHWAB STRATEGIC TR 0.0%
Value ($000) $250 Shares 7,313 Est. Cost $35.20 Unrealized
USIG ISHARES TR 0.0%
Value ($000) $250 Shares 4,982 Est. Cost $61.46 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.0%
Value ($000) $246 Shares 1,634 Est. Cost $138.24 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $246 Shares 1,441 Est. Cost $121.91 Unrealized +18.6%
IEUR ISHARES TR 0.0%
Value ($000) $232 Shares 4,299 Est. Cost $49.65 Unrealized
IGSB ISHARES TR 0.0%
Value ($000) $224 Shares 4,452 Est. Cost $55.12 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $222 Shares 5,225 Est. Cost $37.45 Unrealized 0.0%
DTE DTE ENERGY CO 0.0%
Value ($000) $218 Shares 1,893 Est. Cost $101.46 Unrealized 0.0%
NKE NIKE INC 0.0%
Value ($000) $216 Shares 1,984 Est. Cost $123.14 Unrealized -9.6%
SPDW SPDR INDEX SHS FDS 0.0%
Value ($000) $213 Shares 6,379 Est. Cost $34.06 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.0%
Value ($000) $208 Shares 1,449 Est. Cost $116.05 Unrealized +14.5%
AGG ISHARES TR 0.0%
Value ($000) $206 Shares 2,103 Est. Cost $98.65 Unrealized
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $206 Shares 1,801 Est. Cost $114.37 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $205 Shares 2,077 Est. Cost $98.60 Unrealized
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $204 Shares 1,059 Est. Cost $169.11 Unrealized 0.0%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $190 Shares 26,870 Est. Cost $5.84 Unrealized
CION CION INVT CORP 0.0%
Value ($000) $154 Shares 14,257 Est. Cost $6.71 Unrealized -1.6%
AG FIRST MAJESTIC SILVER CORP 0.0%
Value ($000) $95 Shares 13,878 Est. Cost $8.65 Unrealized -26.5%
LUCID GROUP INC 0.0%
Value ($000) $88 Shares 12,750 Est. Cost $7.02 Unrealized
CDE COEUR MNG INC 0.0%
Value ($000) $44 Shares 14,414 Est. Cost $3.60 Unrealized -5.8%
IRRXW INTEGRATED RAIL AND RES ACQ 0.0%
Value ($000) $38 Shares 100,000 Est. Cost $0.33 Unrealized