Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2023 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 12 | Q3 2023 | 4.0% |
AMAZON COM INC | 12 | Q3 2023 | 3.6% |
VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 3.5% |
APPLE INC | 12 | Q3 2023 | 2.8% |
VANGUARD SPECIALIZED FUNDS | 12 | Q3 2023 | 2.0% |
VANGUARD TAX-MANAGED INTL FD | 12 | Q3 2023 | 2.8% |
SPDR SER TR | 12 | Q3 2023 | 1.9% |
SPDR SER TR | 12 | Q3 2023 | 3.2% |
BERKSHIRE HATHAWAY INC DEL | 12 | Q3 2023 | 1.6% |
FIRST TR EXCHANGE TRADED FD | 12 | Q3 2023 | 1.6% |
View Destiny Wealth Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-09 |
13F-HR | 2024-01-19 |
13F-HR | 2023-10-10 |
13F-HR | 2023-07-26 |
13F-HR | 2023-04-26 |
13F-HR | 2023-01-27 |
13F-HR | 2022-10-25 |
13F-HR | 2022-07-15 |
13F-HR | 2022-04-21 |
13F-HR | 2022-01-20 |
View Destiny Wealth Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.