Sequent Planning LLC

13F Portfolio Filings

Most recent 13F
Q2 2025
Location
Omaha, NE
CIK
0002009724
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2025 162 315,655 QDEC, BGLD, XOCT, TIP 13F-HR 8/14/2025 000200972425000004
Q1 2025 146 277,761 QDEC, BGLD, XOCT, TIP 13F-HR 5/13/2025 000121465925007428
Q4 2024 141 272,477 QDEC, XOCT, BGLD, TIP 13F-HR 2/11/2025 000121465925002407
Q3 2024 146 290,250 FIRST TR EXCHNG TRADED FD VI, GLD, TIP, VTI 13F-HR 11/14/2024 000121465924019022
Q2 2024 138 292,195 FIRST TR EXCHNG TRADED FD VI, GLD, TIP, VTI 13F-HR 8/12/2024 000121465924014219
Q1 2024 142 276,338 QMAR, GLD, FIRST TR EXCHNG TRADED FD VI, TIP 13F-HR 5/14/2024 000121465924009024