Destiny Wealth Partners, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Destiny Wealth Partners, LLC reported 167 stock positions worth $612.2 million. Its top holding was Vanguard Mrngstar GR ETF-Sui (VUG) at 4.9% of the portfolio, followed by Dim US Large Cap Value ETF (DFLV, 4.5%) and JPMorgan Core Plus Bond ETF (JCPB, 4.3%). Compared with Q3 2024, it opened 15 new positions, sold out of 10, added to 87 and reduced 30. The biggest buy was a new position in Schwab 5-10 Year Corporate B (SCHI) and the biggest sale an exit from Goldman Sachs Inv GRD (GIGB).

Most Recent 13F
Q2 2026
Location
TAVARES, FL
CIK
0001844369
Portfolio Value
$612.2M (Q4 2024)
SEC Filing
0001844369-25-000001 ↗ filed Jan 24, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $558.0M Q1 2024 Q2 2024: $556.5M Q2 2024 Q3 2024: $570.2M Q3 2024 Q4 2024: $612.2M $612.2M Q4 2024 Q1 2025: $630.3M Q1 2025 Q2 2025: $744.1M Q2 2025 Q3 2025: $816.3M Q3 2025 Q4 2025: $871.5M Q4 2025 Q1 2026: $914.4M Q1 2026 Q2 2026: $708.8M Q2 2026

Holdings 167 stocks · $612.2M
VUG Vanguard Mrngstar GR ETF-Sui 4.95% 73,761 $30.3M Add +0.2%
DFLV Dim US Large Cap Value ETF 4.52% 921,918 $27.7M Add +8.5%
JCPB JPMorgan Core Plus Bond ETF 4.31% 573,038 $26.4M Add +4.4%
AMZN Amazon.com Inc. 4.26% 118,787 $26.1M Add +1.6%
DFAX Dimensional World Ex US Core 2.99% 736,804 $18.3M Add +3.1%
AAPL Apple Inc. 2.87% 70,169 $17.6M Add +3.8%
SYK Stryker Corp. 2.44% 41,507 $14.9M Add +0.9%
XLK SS Technology Select Sector 2.41% 63,433 $14.7M Add +0.5%
TOTL SS Doubleline TR Tact ETF 2.31% 358,562 $14.1M Add +9.5%
ANGL Vaneck Fallen Angel High YLD 2.02% 431,212 $12.4M Add +7.3%
BXSL Blackstone Secured Lending F 2.02% 381,859 $12.3M Add +3.8%
SCHI Schwab 5-10 Year Corporate B 2.00% 555,188 $12.3M New
MSFT Microsoft Corp. 1.93% 28,102 $11.8M Add +4.3%
XLF SS Financial Select Sector 1.93% 244,448 $11.8M Add +0.7%
JAAA Janus Henderson Aaa Clo ETF 1.93% 232,688 $11.8M Add +11.7%
VIG Vanguard Dividend Apprec ETF 1.86% 58,242 $11.4M Add +0.0%
JBBB Janus Henderson B-BBB Clo Et 1.83% 228,416 $11.2M Add +6.0%
FCOM Fidelity MSCI Comm Serv Indx 1.72% 178,885 $10.5M New
RDDT Reddit Inc. Class A 1.69% 63,238 $10.3M Add +71.5%
AVEM Avantis Emerging Markets Eq 1.56% 161,940 $9.5M Add +2.1%
SDY SS SPDR S&P Dividend ETF 1.49% 68,819 $9.1M Reduce -0.0%
USHY iShares Broad Usd High Yield 1.43% 237,646 $8.7M Add +1.8%
IBB iShares Biotechnology ETF 1.41% 65,507 $8.7M Add +3.9%
CIBR First Trust Nasdaq Cybersecu 1.40% 134,912 $8.6M Add +2.2%
SRLN SS Blackstone Sr Loan ETF 1.38% 202,345 $8.4M Add +2.5%
BRK.B Berkshire Hathaway Inc. Class B 1.35% 18,225 $8.3M Add +1.8%
VIGI Vanguard Int Div App Indx FD 1.34% 102,927 $8.2M Reduce -2.0%
QQQ Invesco QQQ Trust Series 1 1.31% 15,744 $8.0M Add +18.0%
DFIV Dimensional International Va 1.20% 207,293 $7.4M Add +2.9%
MLPX Global X MLP & Energy Infras 1.20% 121,262 $7.3M Reduce -9.7%
GOOGL Alphabet Inc. Class A 1.14% 36,995 $7.0M Add +6.6%
SPY SS SPDR S&P 500 ETF Trust-US 1.12% 11,695 $6.9M Add +12.0%
JEPI JPMorgan Equity Premium Inco 1.08% 114,399 $6.6M Add +5.0%
VYM Vanguard High DVD Yield ETF 1.07% 51,314 $6.5M Reduce -1.7%
AVGO Broadcom Inc. 1.02% 27,013 $6.3M Add +1211.3%
NVDA Nvidia Corp. 0.97% 44,318 $6.0M Add +209.0%
BIV Vanguard Intermediate-Term B 0.96% 78,955 $5.9M New
VWOB Vanguard Emerg MKTS Gov BND 0.92% 88,734 $5.6M Add +6.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.88% 20,505 $5.4M Add +2.1%
CRWD CrowdStrike Holdings Inc. Class A 0.86% 15,394 $5.3M Add +1.3%
PULS Pgim Ultra Short Bond ETF 0.84% 103,391 $5.1M New
VT Vanguard Tot World STK ETF 0.84% 43,562 $5.1M Reduce -2.7%
VCLT Vanguard Long-Term Corp. Bond 0.80% 65,666 $4.9M Add +1.8%
GEM Goldman Sachs Activebeta Em 0.80% 152,987 $4.9M Add +1.4%
XT Ishar Fture Exp Tech ETF-Usd 0.79% 80,624 $4.8M Add +0.9%
SSGA ACTIVE TR 0.77% 111,234 $4.7M Add +2.1%
META Meta Platforms Inc. Class A 0.71% 7,401 $4.3M Add +1.7%
NFLX Netflix Inc. 0.69% 4,721 $4.2M Reduce -0.4%
CGGR Cap Group Growth Equity 0.68% 112,549 $4.2M Add +2.7%
JMBS Janus Henderson Mortg Backed 0.67% 93,289 $4.1M Add +2.5%
MOAT Vaneck Morningstar Wide Moat 0.66% 43,722 $4.1M Add +2.9%
TSLA Tesla Inc. 0.62% 9,449 $3.8M Add +531.6%
CRM Salesforce Inc. 0.60% 11,053 $3.7M Reduce -1.4%
JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F 0.60% 60,503 $3.7M Add +0.3%
ONEV SS SPDR R1000 Lo Vol Foc ETF 0.56% 27,246 $3.4M Add +0.4%
UBER Uber Technologies Inc. 0.53% 54,193 $3.3M Add +4.3%
AVDV Avantis Intl S/C Value ETF 0.53% 50,025 $3.3M Add +1.7%
PLTR Palantir Technologies Inc. Class A 0.53% 42,750 $3.2M New
SPGM State Street SPDR Portfolio 0.47% 45,168 $2.9M Add +3.3%
GLIN Vaneck India Growth Leaders 0.43% 53,796 $2.6M Add +4.0%
VB Vanguard Most SM-Cap ETF-Usd 0.41% 10,479 $2.5M Add +9.1%
LMBS First Trust Low Duration Opp 0.40% 50,554 $2.5M Add +6.0%
SPSB SS SPDR P St C Corp. ETF 0.39% 79,791 $2.4M No change
FLOT iShares Floating Rate Bond E 0.37% 44,338 $2.3M Add +7.2%
VTIP Vanguard Short-Term Tips 0.36% 45,564 $2.2M Add +1.3%
ITOT iShares Core S&P Total U.S. 0.35% 16,425 $2.1M Add +2.1%
FLTR Vaneck Ig Floating Rate ETF 0.33% 79,666 $2.0M Add +1.7%
ONEQ Fidelity Nasdaq Comp Indx 0.28% 22,850 $1.7M No change
VOO Vanguard S&P 500 ETF 0.27% 3,094 $1.7M No change
SPAB SS SPDR P Agg Bond ETF 0.24% 57,894 $1.4M No change
SNAP Snap Inc. Class A 0.23% 131,900 $1.4M Reduce -2.2%
IVV iShares Core S&P 500 ETF 0.23% 2,355 $1.4M Add +1.7%
BRK.A Berkshire Hathaway Inc. Class A 0.22% 2 $1.4M New
BOTZ Global X Robotics & Artifici 0.21% 40,924 $1.3M Reduce -0.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.21% 4,689 $1.3M No change
GOOG Alphabet Inc. Class C 0.20% 6,569 $1.3M Reduce -2.2%
VXF Vanguard Extended Market ETF 0.20% 6,583 $1.3M No change
FDN First Trust DJ Internet Ind 0.20% 5,032 $1.2M Add +0.9%
PKW Invesco Buyback Achievers Et 0.18% 9,523 $1.1M Reduce -3.1%
USMV iShares MSCI USA Min Vol Fac 0.16% 11,245 $998K Reduce -2.5%
SHYG iShares 0-5 YR HY Corp. Bond 0.16% 23,260 $991K Reduce -1.2%
XOM Exxon Mobil Corp. 0.16% 9,212 $991K Add +0.4%
PEP Pepsico Inc. 0.15% 6,089 $926K Reduce -0.9%
MINO PIMCO Municipal Income Oppor 0.15% 20,457 $922K Add +1.2%
BNDW Vanguard Total World Bond Et 0.15% 13,199 $900K Add +5.5%
VEU Vanguard Ftse All-World Ex-U 0.15% 15,535 $892K No change
ORLY O'reilly Automotive Inc. 0.15% 751 $891K New
SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS 0.14% 20,766 $874K No change
ABBV Abbvie Inc. 0.14% 4,842 $860K Reduce -0.5%
QUAL iShares MSCI USA Quality Fac 0.14% 4,786 $852K Add +5.7%
GLD SPDR Gold Shares 0.13% 3,361 $814K Add +5.7%
ORCL Oracle Corp. 0.13% 4,740 $790K New
ESGU iShares ESG Aware MSCI USA 0.13% 6,035 $777K Reduce -1.6%
VEA Vanguard Ftse Developed ETF 0.12% 15,532 $743K Add +4.6%
BIL SS SPDR BB 1-3M T-Bill ETF 0.12% 8,056 $737K Add +42.9%
HCA HCA Healthcare Inc. 0.11% 2,266 $680K Reduce -1.0%
DBEF Xtrackers MSCI Eafe Hedged E 0.11% 16,260 $673K No change
IWR iShares Russell Mid-Cap ETF 0.11% 7,612 $673K Add +19.6%
AIVL Wisdomtree US AI Enhanced Va 0.11% 6,120 $652K No change
VTI VG Morningstar TS MKT ETF-US 0.10% 2,122 $615K Add +44.4%
MUNI PIMCO Intermediate Municipal 0.10% 11,847 $613K Add +1.2%
DGX Quest Diagnostics Inc. 0.10% 4,000 $603K No change
EMLP First Trust North American E 0.10% 16,588 $591K No change
XLY SS Consumer Disc Select Sect 0.10% 2,602 $584K Add +1.8%
SPTM SS SPDR P S&P 1500 Comp ETF 0.09% 7,984 $570K No change
IWM iShares Russell 2000 ETF 0.09% 2,571 $568K Add +24.1%
MAR Marriott International Class A 0.09% 1,934 $539K Add +0.3%
GOVT iShares US Treasury Bond ETF 0.09% 23,455 $539K Reduce -2.4%
GSIE Goldman Sachs Activebeta Int 0.09% 16,130 $538K No change
NEE Nextera Energy Inc. 0.08% 6,912 $495K Reduce -0.8%
JPM JPMorgan Chase & Co. 0.08% 2,062 $494K Add +6.0%
XLC SS Comm Select Sector SPDR 0.08% 4,815 $466K No change
DFAC Dimensional US Core Equity 2 0.08% 13,326 $461K No change
NOW ServiceNow Inc. 0.07% 421 $446K Add +17.3%
CVX Chevron Corp. 0.07% 3,058 $443K Reduce -0.3%
GBTC Grayscale Bitcoin Trust ETF 0.07% 5,982 $443K Add +11.7%
VFQY Vanguard U.S. Quality Factor 0.07% 3,129 $441K No change
SPYM Ste STR SPDR PT S&P 500 ETF 0.07% 6,134 $423K No change
SCHP Schwab U.S. Tips ETF 0.07% 16,190 $418K No change
SMLF iShares US Smallcap Equity F 0.06% 5,881 $397K Reduce -6.1%
MCD McDonald's Corp. 0.06% 1,353 $392K Reduce -3.3%
MA Mastercard Inc. Class A 0.06% 725 $382K New
V Visa Inc. Class A 0.06% 1,194 $377K Add +12.8%
DRI Darden Restaurants Inc. 0.06% 1,991 $372K Reduce -7.0%
MRK Merck & Co. Inc. 0.06% 3,715 $370K Add +57.0%
XLI SS Industrial Select Sector 0.06% 2,735 $360K Add +2.9%
VTV Vanguard Mrngstr Val ETF-Aui 0.06% 2,091 $354K Add +25.1%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.06% 2,139 $346K No change
HD Home Depot Inc. 0.06% 879 $342K Add +2.3%
FBT First Trust Nyse Arca Biotec 0.05% 1,938 $322K No change
RCL Royal Caribbean Cruises Ltd. 0.05% 1,388 $320K Add +0.4%
FDLO Fidelity Low Volat Fact ETF 0.05% 5,169 $313K No change
PSLV Sprott Physical Silver Trust 0.05% 31,181 $301K Add +6.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 6,796 $299K Add +1.5%
FXL First Trust Technology Alpha 0.05% 1,980 $294K No change
QTEC First Trust Nasdq 100 Tech I 0.05% 1,515 $285K No change
MTUM iShares MSCI USA Momentum Fa 0.05% 1,375 $285K Reduce -9.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 2,539 $283K Reduce -4.5%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.05% 6,171 $279K Reduce -6.7%
LRCX Lam Research Corp. 0.04% 3,795 $274K Add +1.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.04% 1,341 $266K Add +12.7%
XLV SS Health Care Select Sector 0.04% 1,912 $263K No change
VPL Vanguard Ftse Pacific ETF 0.04% 3,663 $260K No change
USIG iShares Broad Usd Investment 0.04% 4,982 $250K No change
IEFA iShares Core MSCI Eafe ETF 0.04% 3,554 $250K Add +29.7%
WMT Walmart Inc. 0.04% 2,760 $249K Reduce -2.0%
KO The Coca-Cola Co. 0.04% 3,911 $243K Reduce -1.9%
CLOI Vaneck Clo ETF 0.04% 4,598 $243K New
TDIV FT Nasdaq Tech DVD Index FD 0.04% 2,959 $232K No change
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.04% 800 $232K New
XLP SS Consumer Staples Sel Sect 0.04% 2,926 $230K No change
UNH Unitedhealth Group Inc. 0.04% 453 $229K Add +0.4%
IGEB iShares Investment Grade SYS 0.04% 5,155 $229K No change
JPST JPMorgan Ultra-Short Income 0.04% 4,533 $228K New
VGSH Vanguard Short-Term Treasury 0.04% 3,924 $228K No change
PG The Procter & Gamble Co. 0.04% 1,329 $223K Add +0.9%
HUBS HubSpot Inc. 0.04% 316 $220K New
TMO Thermo Fisher Scientific Inc. 0.04% 423 $220K New
IEUR iShares Core MSCI Europe ETF 0.04% 4,004 $216K No change
PAVE Global X US Infrastructure 0.03% 5,219 $211K No change
AMD Advanced Micro Devices 0.03% 1,744 $211K Add +27.5%
AMLP Alerian MLP ETF 0.03% 4,285 $206K New
VSS Vanguard Ftse All Wo X-US SC 0.03% 1,801 $206K No change
RSG Republic Services Inc. 0.03% 1,022 $206K Add +0.5%
AGG iShares Core U.S. Aggregate 0.03% 2,119 $205K No change
TT Trane Technologies PLC 0.03% 542 $200K Reduce -5.7%
HIVE Hive Digital Technologies LT 0.00% 10,008 $29K Reduce -8.4%

Portfolio Sells Q3 2024 → Q4 2024
GIGB Goldman Sachs Inv GRD Corp. Sold out 0.00% −2.07
VIS Vanguard Industrials ETF Sold out 0.00% −1.88
AVIG Avantis Core Fixed Income Sold out 0.00% −1.06
SHV iShares 0-1 Year Treasury Bo Sold out 0.00% −0.84
JPXN iShares JPX-Nikkei 400 ETF Sold out 0.00% −0.49
DRIV Global X Autonomous&elec-ETF Sold out 0.00% −0.43
VIGI Vanguard Int Div App Indx FD Reduce -2.0% 1.34% −0.28
SDY SS SPDR S&P Dividend ETF Reduce -0.0% 1.49% −0.23
VT Vanguard Tot World STK ETF Reduce -2.7% 0.84% −0.10
VYM Vanguard High DVD Yield ETF Reduce -1.7% 1.07% −0.10
MLPX Global X MLP & Energy Infras Reduce -9.7% 1.20% −0.08
HCA HCA Healthcare Inc. Reduce -1.0% 0.11% −0.05
BAH Booz Allen Hamilton Holdings Sold out 0.00% −0.04
VWO Vanguard Ftse Emerging Marke Sold out 0.00% −0.04
LEGG MASON ETF INVT Sold out 0.00% −0.04
PEP Pepsico Inc. Reduce -0.9% 0.15% −0.03
ABBV Abbvie Inc. Reduce -0.5% 0.14% −0.03
NEE Nextera Energy Inc. Reduce -0.8% 0.08% −0.02
USMV iShares MSCI USA Min Vol Fac Reduce -2.5% 0.16% −0.02
SNAP Snap Inc. Class A Reduce -2.2% 0.23% −0.02
BOTZ Global X Robotics & Artifici Reduce -0.8% 0.21% −0.02
PKW Invesco Buyback Achievers Et Reduce -3.1% 0.18% −0.02
SHYG iShares 0-5 YR HY Corp. Bond Reduce -1.2% 0.16% −0.02
GOVT iShares US Treasury Bond ETF Reduce -2.4% 0.09% −0.01
MCD McDonald's Corp. Reduce -3.3% 0.06% −0.01
KO The Coca-Cola Co. Reduce -1.9% 0.04% −0.01
IUSB Ishr CR Unvrse Usd BD ETF-Ui Reduce -6.7% 0.05% −0.01
ESGU iShares ESG Aware MSCI USA Reduce -1.6% 0.13% −0.01
SMLF iShares US Smallcap Equity F Reduce -6.1% 0.06% −0.01
MTUM iShares MSCI USA Momentum Fa Reduce -9.6% 0.05% −0.01
CVX Chevron Corp. Reduce -0.3% 0.07% −0.01
TT Trane Technologies PLC Reduce -5.7% 0.03% −0.01
ICORECONNECT INC Sold out 0.00% −0.01
HIVE Hive Digital Technologies LT Reduce -8.4% 0.00% −0.00
DRI Darden Restaurants Inc. Reduce -7.0% 0.06% −0.00
WMT Walmart Inc. Reduce -2.0% 0.04% +0.00
DIS The Walt Disney Co. Reduce -4.5% 0.05% +0.00
GOOG Alphabet Inc. Class C Reduce -2.2% 0.20% +0.01
CRM Salesforce Inc. Reduce -1.4% 0.60% +0.07
NFLX Netflix Inc. Reduce -0.4% 0.69% +0.10

Portfolio Buys Q3 2024 → Q4 2024
SCHI Schwab 5-10 Year Corporate B New 2.00% +2.00
FCOM Fidelity MSCI Comm Serv Indx New 1.72% +1.72
RDDT Reddit Inc. Class A Add +71.5% 1.69% +1.26
BIV Vanguard Intermediate-Term B New 0.96% +0.96
AVGO Broadcom Inc. Add +1211.3% 1.02% +0.96
PULS Pgim Ultra Short Bond ETF New 0.84% +0.84
NVDA Nvidia Corp. Add +209.0% 0.97% +0.67
TSLA Tesla Inc. Add +531.6% 0.62% +0.55
PLTR Palantir Technologies Inc. Class A New 0.53% +0.53
AMZN Amazon.com Inc. Add +1.6% 4.26% +0.44
BRK.A Berkshire Hathaway Inc. Class A New 0.22% +0.22
QQQ Invesco QQQ Trust Series 1 Add +18.0% 1.31% +0.17
ORLY O'reilly Automotive Inc. New 0.15% +0.15
GOOGL Alphabet Inc. Class A Add +6.6% 1.14% +0.14
ORCL Oracle Corp. New 0.13% +0.13
BXSL Blackstone Secured Lending F Add +3.8% 2.02% +0.13
CRWD CrowdStrike Holdings Inc. Class A Add +1.3% 0.86% +0.11
AAPL Apple Inc. Add +3.8% 2.87% +0.11
JAAA Janus Henderson Aaa Clo ETF Add +11.7% 1.93% +0.07
SPY SS SPDR S&P 500 ETF Trust-US Add +12.0% 1.12% +0.07
MA Mastercard Inc. Class A New 0.06% +0.06
CLOI Vaneck Clo ETF New 0.04% +0.04
MSTR Strategy Inc. New 0.04% +0.04
JPST JPMorgan Ultra-Short Income New 0.04% +0.04
HUBS HubSpot Inc. New 0.04% +0.04
TMO Thermo Fisher Scientific Inc. New 0.04% +0.04
AMLP Alerian MLP ETF New 0.03% +0.03
BIL SS SPDR BB 1-3M T-Bill ETF Add +42.9% 0.12% +0.03
VTI VG Morningstar TS MKT ETF-US Add +44.4% 0.10% +0.03
CIBR First Trust Nasdaq Cybersecu Add +2.2% 1.40% +0.03
GBTC Grayscale Bitcoin Trust ETF Add +11.7% 0.07% +0.02
NOW ServiceNow Inc. Add +17.3% 0.07% +0.02
CGGR Cap Group Growth Equity Add +2.7% 0.68% +0.01
FDN First Trust DJ Internet Ind Add +0.9% 0.20% +0.01
MRK Merck & Co. Inc. Add +57.0% 0.06% +0.01
IWM iShares Russell 2000 ETF Add +24.1% 0.09% +0.01
VB Vanguard Most SM-Cap ETF-Usd Add +9.1% 0.41% +0.01
IWR iShares Russell Mid-Cap ETF Add +19.6% 0.11% +0.01
V Visa Inc. Class A Add +12.8% 0.06% +0.01
RCL Royal Caribbean Cruises Ltd. Add +0.4% 0.05% +0.01
JPM JPMorgan Chase & Co. Add +6.0% 0.08% +0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +25.1% 0.06% +0.01
XLY SS Consumer Disc Select Sect Add +1.8% 0.10% +0.01
MAR Marriott International Class A Add +0.3% 0.09% +0.00
IEFA iShares Core MSCI Eafe ETF Add +29.7% 0.04% +0.00
BAC Bank of America Corp. Add +1.5% 0.05% +0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +12.7% 0.04% +0.00
XLF SS Financial Select Sector Add +0.7% 1.93% +0.00
FLOT iShares Floating Rate Bond E Add +7.2% 0.37% −0.00
RSG Republic Services Inc. Add +0.5% 0.03% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 184$708.8MVUG, DFLV, JCPB, JAAA, DFAX
Q1 2026 1,142$914.4MJCPB, VUG, DFLV, JAAA, DFAX
Q4 2025 211$871.5MVUG, JCPB, DFLV, JAAA, AMZN
Q3 2025 205$816.3MJAAA, VUG, DFLV, JCPB, AMZN
Q2 2025 192$744.1MJAAA, VUG, DFLV, AMZN, JCPB
Q1 2025 162$630.3MJAAA, VUG, DFLV, JCPB, AMZN
Q4 2024 167$612.2MVUG, DFLV, JCPB, AMZN, DFAX
Q3 2024 162$570.2MVUG, JCPB, DFLV, AMZN, DFAX
Q2 2024 154$556.5MVUG, JCPB, DFLV, AMZN, DFAX
Q1 2024 156$558.0MAMZN, DFAX, SYK, SHV, VYM