Instuitional Investor - Sequent Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Sequent Planning Llc |
| Portfolio Value | $467,987,559 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | IEF | 313,224 | $31,002,942 | 6.62% | |
| 2. | Franklin Templeton Etf Tr | 409,988 | $26,772,214 | 5.72% | |
| 3. | Franklin Templeton Etf Tr - US CORE BOND ETF | 1,009,658 | $21,606,688 | 4.62% | |
| 4. | Franklin Templeton Etf Tr | 219,827 | $17,208,078 | 3.68% | |
| 5. | XLE | 78,796 | $15,012,243 | 3.21% |
Hedge Fund Resource Center 
