Sequent Planning LLC

13F Portfolio Filings

Most recent 13F
Q3 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
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