Instuitional Investor - Sequent Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Sequent Planning Llc |
| Portfolio Value | $413,581,077 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 291,946 | $28,981,510 | 7.01% | |
| 2. | Franklin Templeton Etf Tr | 373,851 | $21,260,886 | 5.14% | |
| 3. | Franklin Templeton Etf Tr - US CORE BOND ETF | 935,273 | $20,099,007 | 4.86% | |
| 4. | First Tr Exchng Traded Fd Vi | 454,609 | $16,942,368 | 4.1% | |
| 5. | First Tr Exchng Traded Fd Vi | 485,639 | $15,278,203 | 3.69% |