Instuitional Investor - Sequent Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Sequent Planning Llc |
| Portfolio Value | $315,655,908 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | First Tr Exchng Traded Fd Vi | 2,111,190 | $61,942,314 | 19.62% | |
| 2. | First Tr Exchange-Traded Fd | 909,844 | $19,532,985 | 6.19% | |
| 3. | First Tr Exchng Traded Fd Vi | 519,199 | $18,560,066 | 5.88% | |
| 4. | IEF | 111,102 | $12,225,738 | 3.87% | |
| 5. | Vanguard Index Fds | 37,292 | $11,334,427 | 3.59% |
