Destiny Capital Corp/CO

Q4 2024 13F Holdings

  • Location
    golden, CO
  • Num holdings

    48

  • Value ($000)

    $164,781

  • Date Filed
    01/31/2025
  • Form type
    13F-HR
  • CIK
    0001965275
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
KRE
KRE

SPDR SER TR

PRTFLO S&P500 GW
$29.75M
18 %

338,471

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$18.17M
11 %

30,874

SPYV
SPYV

SPDR SER TR

PRTFLO S&P500 VL
$15.54M
9 %

303,822

FBND
FBND

FIDELITY MERRIMACK STR TR

TOTAL BD ETF
$14.06M
9 %

313,264

AGG
AGG

ISHARES TR

CORE US AGGBD ET
$9.52M
6 %

98,264

KRE
KRE

SPDR SER TR

PORTFOLIO AGRGTE
$9.19M
6 %

367,673

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$8.46M
5 %

16,539

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$8.21M
5 %

131,743

IGIB
IGIB

ISHARES TR

ISHS 5-10YR INVT
$7.33M
4 %

142,341

XLK
XLK

SELECT SECTOR SPDR TR

TECHNOLOGY
$5.85M
4 %

25,176

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