Sequent Planning LLC
13F Portfolio Filings
Most recent 13F
Q2 2024
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 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