Instuitional Investor - Sequent Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Sequent Planning Llc |
| Portfolio Value | $272,477,129 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchng Traded Fd Vi | 1,857,060 | $51,143,432 | 18.76% | |
| 2. | First Tr Exchng Traded Fd Vi | 521,948 | $17,859,912 | 6.55% | |
| 3. | First Tr Exchange-Traded Fd | 885,024 | $16,244,439 | 5.96% | |
| 4. | IEF | 94,905 | $10,112,179 | 3.71% | |
| 5. | Vanguard Index Fds | 32,862 | $9,523,642 | 3.49% |
