Instuitional Investor - Sequent Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Sequent Planning Llc |
| Portfolio Value | $352,376,083 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 227,579 | $22,814,780 | 6.47% | |
| 2. | First Tr Exchng Traded Fd Vi | 503,159 | $18,546,441 | 5.26% | |
| 3. | Franklin Templeton Etf Tr - US CORE BOND ETF | 772,294 | $16,774,226 | 4.76% | |
| 4. | First Tr Exchng Traded Fd Vi | 536,296 | $16,687,279 | 4.74% | |
| 5. | Franklin Templeton Etf Tr | 279,789 | $16,389,974 | 4.65% |