Instuitional Investor - Sequent Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Sequent Planning Llc |
| Portfolio Value | $392,923,590 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 262,041 | $26,172,645 | 6.66% | |
| 2. | Franklin Templeton Etf Tr | 323,278 | $19,325,581 | 4.92% | |
| 3. | Franklin Templeton Etf Tr - US CORE BOND ETF | 850,538 | $18,392,877 | 4.68% | |
| 4. | First Tr Exchng Traded Fd Vi | 466,976 | $17,625,355 | 4.49% | |
| 5. | First Tr Exchng Traded Fd Vi | 508,569 | $16,543,750 | 4.21% |