RWM Asset Management

Latest statistics and disclosures from Destiny Wealth Partners's latest quarterly 13F-HR filing:

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Positions held by RWM Asset Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Destiny Wealth Partners

Destiny Wealth Partners holds 673 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Destiny Wealth Partners has 673 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 4.0 $19M -9% 386k 47.86
Vanguard Whitehall Fds High Div Yld (VYM) 3.5 $16M +161% 151k 108.21
Ishares Tr Short Treas Bd (SHV) 3.5 $16M NEW 148k 109.92
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 3.2 $15M +94% 364k 40.89
Spdr Ser Tr Portfolio Short (SPSB) 3.1 $14M -3% 492k 29.38
Ssga Active Etf Tr Blackstone Senr (SRLN) 3.0 $14M +2% 346k 40.90
Vanguard World Fds Energy Etf (VDE) 2.6 $12M 98k 121.28
Select Sector Spdr Tr Financial (XLF) 2.5 $12M +4% 337k 34.20
Fidelity Covington Trust Consmr Staples (FSTA) 2.4 $11M +3% 251k 44.81
Ishares Tr North Amern Nat (IGE) 2.4 $11M NEW 271k 40.66
Dimensional Etf Trust Internatnal Val (DFIV) 2.4 $11M NEW 360k 30.40
Amazon (AMZN) 2.3 $11M +11% 127k 84.00
Ishares U S Etf Tr Bloomberg Roll (CMDY) 2.3 $11M +4% 195k 54.51
Vanguard Specialized Funds Div App Etf (VIG) 1.9 $8.9M 59k 151.85

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Spdr Ser Tr S&p Divid Etf (SDY) 1.9 $8.9M 71k 125.11
Apple (AAPL) 1.8 $8.5M -2% 66k 129.93
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.8 $8.2M -3% 166k 49.26
Invesco Actively Managed Etf Total Return (GTO) 1.7 $8.1M +598455% 174k 46.47
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.7 $8.0M +3% 138k 57.82
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.6 $7.5M 16.00 468710.94
Vanguard Wellington Us Minimum (VFMV) 1.6 $7.3M -7% 75k 98.38
Vanguard Index Fds Growth Etf (VUG) 1.5 $7.0M +1138% 33k 213.11
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.5 $6.8M NEW 146k 46.71
Ishares Tr Ishares Biotech (IBB) 1.4 $6.6M -15% 50k 131.29
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.3 $6.1M 158k 38.71
Blackstone Secd Lending Common Stock (BXSL) 1.3 $6.0M 270k 22.35
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $5.7M 19k 308.90
Goldman Sachs Etf Tr Acces Treasury (GBIL) 1.2 $5.7M +27% 57k 99.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $5.5M +3808% 15k 382.43
Goldman Sachs Etf Tr Activebeta Eme (GEM) 1.1 $5.2M +4% 183k 28.31
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 1.1 $5.1M +50% 112k 45.93
Vanguard Index Fds Mid Cap Etf (VO) 1.0 $4.6M +4% 23k 203.81
Microsoft Corporation (MSFT) 1.0 $4.5M 19k 239.82
Simplify Exchange Traded Fun Managed Futures (CTA) 1.0 $4.5M +3% 171k 26.01
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) 0.9 $4.0M NEW 164k 24.23
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.9 $4.0M 46k 86.19
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $3.9M 15k 266.28
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.8 $3.9M -2% 83k 47.41
J P Morgan Exchange Traded F Mkt Expn Enhncd (JMEE) 0.8 $3.9M NEW 85k 46.05
Alphabet Cap Stk Cl A (GOOGL) 0.8 $3.8M 43k 88.23
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.8 $3.7M -7% 69k 54.49
Ishares Tr Exponential Tech (XT) 0.8 $3.6M 76k 47.34
Global X Fds Glb X Mlp Enrg I (MLPX) 0.8 $3.6M NEW 88k 40.76
Ishares Tr Rus Mdcp Val Etf (IWS) 0.8 $3.5M +5% 34k 105.34
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 0.8 $3.5M +4% 33k 108.53
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.8 $3.5M +2% 70k 50.33
Ishares Tr Core S&p500 Etf (IVV) 0.7 $3.4M -4% 8.8k 384.19
Ishares Tr Global Reit Etf (REET) 0.7 $3.2M 139k 22.71
Marriott Intl Cl A (MAR) 0.5 $2.3M +700% 15k 148.89
Netflix (NFLX) 0.5 $2.2M -31% 7.5k 294.88
Ishares Tr Gl Clean Ene Etf (ICLN) 0.5 $2.2M NEW 110k 19.85
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.5 $2.1M NEW 39k 55.35
Ishares Tr Glb Infrastr Etf (IGF) 0.5 $2.1M NEW 46k 45.84
Global X Fds Lithium Btry Etf (LIT) 0.4 $2.1M -5% 36k 58.61
Boeing Company (BA) 0.4 $2.1M +1786% 11k 190.49
Select Sector Spdr Tr Technology (XLK) 0.4 $2.0M +8% 16k 124.44
Ishares Tr Self Drivng Ev (IDRV) 0.4 $2.0M NEW 59k 33.83
Wisdomtree Tr Cloud Computng (WCLD) 0.4 $2.0M +15% 79k 25.08
Airbnb Com Cl A (ABNB) 0.4 $1.9M NEW 22k 85.50
Lockheed Martin Corporation (LMT) 0.4 $1.8M +767% 3.6k 486.50
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.4 $1.6M -4% 35k 46.63
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.6M 8.9k 183.54
Delta Air Lines Inc Del Com New (DAL) 0.3 $1.6M +3186% 49k 32.86
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $1.5M 16k 91.47
Pepsi (PEP) 0.3 $1.4M 7.6k 180.67
Ishares Tr Core S&p Ttl Stk (ITOT) 0.3 $1.4M 16k 84.80
Spdr Ser Tr Portfli Tips Etf (SPIP) 0.3 $1.4M -8% 53k 25.76
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.2 $1.2M +8% 56k 20.55
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.2 $1.2M -2% 14k 85.56
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $1.1M -91% 26k 41.97
Johnson & Johnson (JNJ) 0.2 $1.1M +6% 6.1k 176.66
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $963k +619% 38k 25.13
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $948k 7.1k 132.86
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.2 $936k 23k 40.97
Exxon Mobil Corporation (XOM) 0.2 $904k 8.2k 110.29
McDonald's Corporation (MCD) 0.2 $888k -2% 3.4k 263.53
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $845k +5% 12k 72.10
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $830k -35% 18k 45.15
Vanguard Index Fds Large Cap Etf (VV) 0.2 $813k 4.7k 174.20
Abbvie (ABBV) 0.2 $805k +6% 5.0k 161.61
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $789k 16k 50.14
CVS Caremark Corporation (CVS) 0.2 $760k 8.2k 93.19
Nextera Energy (NEE) 0.2 $738k 8.8k 83.60
Alphabet Cap Stk Cl C (GOOG) 0.2 $735k +2% 8.3k 88.73
Quest Diagnostics Incorporated (DGX) 0.2 $714k -2% 4.6k 156.44
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.1 $684k -90% 10k 67.05
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $617k +21% 5.4k 113.96
First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $614k 5.0k 123.15
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $596k -96% 6.1k 96.96
JPMorgan Chase & Co. (JPM) 0.1 $592k +7% 4.4k 134.10
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $592k +2% 18k 32.21
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $567k -16% 6.7k 84.75
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.1 $562k 6.1k 91.80
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $529k -46% 8.0k 66.02
Coca-Cola Company (KO) 0.1 $529k +3% 8.3k 63.61
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $524k 16k 32.23
Ishares Tr Core High Dv Etf (HDV) 0.1 $516k +58% 5.0k 104.24
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $502k 9.7k 51.79
Procter & Gamble Company (PG) 0.1 $501k -3% 3.3k 151.55
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $494k 7.3k 67.45
Dollar General (DG) 0.1 $475k +147% 1.9k 246.28
Ishares Tr Msci Eafe Etf (EFA) 0.1 $474k -38% 7.2k 65.64
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $447k +52% 20k 22.72
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $445k 17k 26.69
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $442k +13% 9.4k 47.29
Chevron Corporation (CVX) 0.1 $440k 2.5k 179.49
Spdr Gold Tr Gold Shs (GLD) 0.1 $415k -38% 2.4k 169.64
Ishares Tr Russell 2000 Etf (IWM) 0.1 $405k 2.3k 174.36
Home Depot (HD) 0.1 $396k +17% 1.3k 315.86
Strategy Day Hagan Ned (SSUS) 0.1 $386k NEW 13k 30.47
Ishares Tr Msci Usa Sml Cp (SMLF) 0.1 $382k +14% 7.7k 49.66
Vanguard World Mega Cap Val Etf (MGV) 0.1 $380k -96% 3.7k 102.85
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $377k +131% 2.6k 145.93
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $374k -33% 2.0k 191.19
Mastercard Incorporated Cl A (MA) 0.1 $370k -3% 1.1k 347.73
Visa Com Cl A (V) 0.1 $370k +5% 1.8k 207.72
Ishares Tr Rus 1000 Etf (IWB) 0.1 $368k -46% 1.7k 210.52
Science App Int'l (SAIC) 0.1 $368k 3.3k 110.93
Travelers Companies (TRV) 0.1 $364k 1.9k 187.46
Moderna (MRNA) 0.1 $361k 2.0k 179.62
Automatic Data Processing (ADP) 0.1 $345k 1.4k 238.86
CBOE Holdings (CBOE) 0.1 $344k +9% 2.7k 125.47
Wal-Mart Stores (WMT) 0.1 $343k +906% 2.4k 141.79
Progressive Corporation (PGR) 0.1 $340k 2.6k 129.71
Northrop Grumman Corporation (NOC) 0.1 $339k 621.00 545.81
ConAgra Foods (CAG) 0.1 $338k NEW 8.7k 38.70
Ruth's Hospitality (RUTH) 0.1 $337k 22k 15.48
Sprott Physical Silver Tr Tr Unit (PSLV) 0.1 $335k NEW 41k 8.24
UnitedHealth (UNH) 0.1 $329k 621.00 530.18
Vanguard Wellington Us Quality (VFQY) 0.1 $328k 3.1k 104.85
Prestige Brands Holdings (PBH) 0.1 $328k -4% 5.2k 62.60
Kimberly-Clark Corporation (KMB) 0.1 $325k NEW 2.4k 135.75
AmerisourceBergen (ABC) 0.1 $324k +1779% 2.0k 165.71
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $324k 13k 24.28
Becton, Dickinson and (BDX) 0.1 $323k +6% 1.3k 254.24
Legg Mason Etf Invt Westn Aset Ttl (WBND) 0.1 $322k 16k 20.11
General Mills (GIS) 0.1 $321k -5% 3.8k 83.85
W.R. Berkley Corporation (WRB) 0.1 $320k -5% 4.4k 72.57
Lamb Weston Hldgs (LW) 0.1 $319k NEW 3.6k 89.36
Metropcs Communications (TMUS) 0.1 $319k 2.3k 140.00
Hershey Company (HSY) 0.1 $319k 1.4k 231.61
Everest Re Group (RE) 0.1 $318k NEW 961.00 331.27
Colgate-Palmolive Company (CL) 0.1 $317k +4% 4.0k 78.79
Ishares Msci Emerg Mkt (EMGF) 0.1 $317k +8% 7.7k 41.04
Kellogg Company (K) 0.1 $312k +3% 4.4k 71.24
McKesson Corporation (MCK) 0.1 $312k -2% 832.00 375.19
Rli (RLI) 0.1 $311k -10% 2.4k 131.26
Flowers Foods (FLO) 0.1 $308k NEW 11k 28.74
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $306k +10% 1.9k 158.80
Selective Insurance (SIGI) 0.1 $306k NEW 3.5k 88.60
LHC (LHCG) 0.1 $306k 1.9k 161.69
Bristol Myers Squibb (BMY) 0.1 $304k +4% 4.2k 71.95
Post Holdings Inc Common (POST) 0.1 $303k NEW 3.4k 90.26
Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.1 $302k -9% 2.9k 104.50
Amgen (AMGN) 0.1 $301k -9% 1.1k 262.72
Lancaster Colony (LANC) 0.1 $300k NEW 1.5k 197.34
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $299k 1.9k 154.13
Vertex Pharmaceuticals Incorporated (VRTX) 0.1 $296k -3% 1.0k 288.78
Ishares Tr Intl Eqty Factor (INTF) 0.1 $292k +21% 12k 24.60
Centene Corporation (CNC) 0.1 $291k +7% 3.6k 82.01
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $289k 2.1k 135.24
CVB Financial (CVBF) 0.1 $288k NEW 11k 25.75
Biogen Idec (BIIB) 0.1 $281k +2209% 1.0k 276.92
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $280k -13% 5.7k 49.49
Pfizer (PFE) 0.1 $269k +8% 5.3k 51.24
Ishares Tr Usd Inv Grde Etf (USIG) 0.1 $269k +3% 5.5k 49.11
Goldman Sachs Etf Tr Activebeta Int (GSIE) 0.1 $268k 9.3k 28.78
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC) 0.1 $259k -89% 8.3k 31.26
United Cmnty Bks Ga Cap Stk (UCBI) 0.1 $254k 7.5k 33.80
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $248k 5.0k 49.82
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $236k 3.7k 64.35
Nike CL B (NKE) 0.0 $227k 1.9k 117.01
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $220k -59% 5.6k 38.98
Ishares Tr Investment Grade (IGEB) 0.0 $219k +59% 5.1k 43.31
Walt Disney Company (DIS) 0.0 $204k +52% 2.4k 86.88
First Tr Exchange Traded Tech Alphadex (FXL) 0.0 $201k 2.2k 91.55
Darden Restaurants (DRI) 0.0 $199k -3% 1.4k 138.33
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $194k -97% 3.3k 58.50
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $193k 2.1k 91.33
Tesla Motors (TSLA) 0.0 $191k 1.5k 123.18
Cisco Systems (CSCO) 0.0 $190k +9% 4.0k 47.64
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.0 $189k +46% 1.5k 129.16
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 0.0 $189k -97% 5.7k 33.04
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.0 $185k 1.8k 102.81
Merck & Co (MRK) 0.0 $182k -57% 1.6k 110.96
Ishares Tr Global Energ Etf (IXC) 0.0 $180k 4.6k 38.99
First Tr Nasdaq 100 Tech Ind SHS (QTEC) 0.0 $172k 1.6k 105.24
Ishares Tr Core Total Usd (IUSB) 0.0 $171k +14507% 3.8k 44.93
Seacoast Bkg Corp Fla Com New (SBCF) 0.0 $162k 5.2k 31.19
Global X Fds Us Infr Dev Etf (PAVE) 0.0 $161k +17% 6.1k 26.49
Wisdomtree Tr Us Hgh Yld Corp (WFHY) 0.0 $160k +10% 3.7k 43.93
Alps Etf Tr Alerian Mlp (AMLP) 0.0 $158k 4.2k 38.07
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $158k -5% 3.9k 40.51
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.0 $157k +160% 1.2k 135.85
Sirius Xm Holdings (SIRI) 0.0 $155k +35384% 27k 5.84
Pacer Fds Tr Industrial Relet (INDS) 0.0 $155k -70% 4.2k 36.79
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 0.0 $154k 6.1k 25.44
Abbott Laboratories (ABT) 0.0 $152k +6% 1.4k 109.81
NVIDIA Corporation (NVDA) 0.0 $152k 1.0k 146.14
Crown Castle Intl (CCI) 0.0 $152k -35% 1.1k 135.66
Fidelity Covington Trust Low Volity Etf (FDLO) 0.0 $151k 3.3k 46.18
First Tr Exchange Traded Finls Alphadex (FXO) 0.0 $150k 3.7k 40.96
Southern Company (SO) 0.0 $148k -67% 2.1k 71.42
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $144k 3.8k 37.90
Spdr Ser Tr Bloomberg Emergi (EBND) 0.0 $141k -97% 6.9k 20.56
Ishares Tr Msci Usa Value (VLUE) 0.0 $140k -34% 1.5k 91.14
Phillips Edison & Co Common Stock (PECO) 0.0 $138k +8% 4.3k 31.84
Union Pacific Corporation (UNP) 0.0 $135k -12% 651.00 207.07
Bank of America Corporation (BAC) 0.0 $132k +34% 4.0k 33.12
Ishares Gold Tr Ishares New (IAU) 0.0 $128k 3.7k 34.59
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.0 $128k +21% 4.3k 29.69
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $126k 589.00 214.24
Ishares Tr Rusel 2500 Etf (SMMD) 0.0 $123k -97% 2.3k 53.14
Target Corporation (TGT) 0.0 $122k +13% 821.00 149.09
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $122k +5% 3.7k 32.96
American Electric Power Company (AEP) 0.0 $121k -70% 1.3k 94.95
First Tr Exchange-traded Nasd Tech Div (TDIV) 0.0 $119k 2.5k 47.78
Ishares Tr Core Msci Euro (IEUR) 0.0 $117k NEW 2.5k 47.49
First Majestic Silver Corp (AG) 0.0 $116k NEW 14k 8.34
At&t (T) 0.0 $115k -46% 6.3k 18.41
Verizon Communications (VZ) 0.0 $115k +14% 2.9k 39.40
Broadcom (AVGO) 0.0 $112k 201.00 559.13
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $111k -58% 801.00 138.67
Dbx Etf Tr Xtrack Usd High (HYLB) 0.0 $108k 3.2k 33.71
Ishares Tr Core Msci Eafe (IEFA) 0.0 $106k -2% 1.7k 61.64
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $102k -16% 1.8k 55.44
Ishares Esg Awr Msci Em (ESGE) 0.0 $101k 3.4k 30.07
Thermo Fisher Scientific (TMO) 0.0 $100k 182.00 550.69
Wisdomtree Tr Em Lcl Debt Fd (ELD) 0.0 $100k 3.9k 25.83
Adobe Systems Incorporated (ADBE) 0.0 $97k +5% 288.00 336.53
Ishares Core Msci Emkt (IEMG) 0.0 $96k +20400% 2.1k 46.69
Raytheon Technologies Corp (RTX) 0.0 $93k +2% 918.00 100.93
Hubspot (HUBS) 0.0 $91k 316.00 289.13
Proshares Tr S&p 500 Dv Arist (NOBL) 0.0 $90k NEW 1.0k 89.99
Etf Managers Tr Prime Mobile Pay (IPAY) 0.0 $90k 2.3k 39.26
Invesco Exchange Traded Fd T Dwa Momentum (PDP) 0.0 $90k +4562% 1.3k 71.05
Global X Fds S&p 500 Covered (XYLD) 0.0 $88k 2.2k 39.37
Etfis Ser Tr I Virtus Pvt Cr (VPC) 0.0 $87k 4.3k 20.29
Tower Semiconductor Shs New (TSEM) 0.0 $86k 2.0k 43.20
Honeywell International (HON) 0.0 $86k +16% 400.00 214.30
Nicolet Bankshares (NIC) 0.0 $86k 1.1k 79.79
Ishares Tr Eafe Value Etf (EFV) 0.0 $84k NEW 1.8k 45.88
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.0 $82k 1.9k 43.92
Global X Fds Global X Silver (SIL) 0.0 $81k NEW 2.9k 28.17
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.0 $79k +250% 1.2k 63.90
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.0 $78k +215% 789.00 98.21
Ishares Tr Core Us Aggbd Et (AGG) 0.0 $77k NEW 794.00 96.99
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.0 $76k +94% 1.0k 74.55
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.0 $74k 1.2k 60.36
Lucid Group (LCID) 0.0 $73k NEW 11k 6.83

Past Filings by Destiny Wealth Partners

SEC 13F filings are viewable for Destiny Wealth Partners going back to 2020