Sequent Planning LLC
243 holdingsFiling period: 2026-03-31Current AUM: $443.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 291.9K | $29.0M | $28.4M | 6.41% | +29.9K | 2026-03-31 |
| 2 | USPX | FRANKLIN TEMPLETON ETF TR | 373.9K | $21.3M | $24.4M | 5.49% | +50.6K | 2026-03-31 |
| 3 | FLCB | FRANKLIN TEMPLETON ETF TR | 935.3K | $20.1M | $19.7M | 4.44% | +84.7K | 2026-03-31 |
| 4 | XOCT | FIRST TR EXCHNG TRADED FD VI | 454.6K | $16.9M | $18.1M | 4.08% | -12,367 | 2026-03-31 |
| 5 | QDEC | FIRST TR EXCHNG TRADED FD VI | 485.6K | $15.3M | $17.1M | 3.85% | -22,930 | 2026-03-31 |
| 6 | FLQL | FRANKLIN TEMPLETON ETF TR | 205.4K | $13.9M | $15.8M | 3.57% | +21.4K | 2026-03-31 |
| 7 | XLK | SELECT SECTOR SPDR TR | 75.0K | $10.0M | $13.2M | 2.96% | +6.6K | 2026-03-31 |
| 8 | GOCT | FIRST TR EXCHNG TRADED FD VI | 226.7K | $8.8M | $9.5M | 2.14% | -5,509 | 2026-03-31 |
| 9 | GLD | SPDR GOLD TR | 19.1K | $8.2M | $7.1M | 1.60% | -2,029 | 2026-03-31 |
| 10 | QCOC | FIRST TR EXCHNG TRADED FD VI | 350.5K | $7.7M | $8.4M | 1.88% | -1,460 | 2026-03-31 |
| 11 | LVHD | LEGG MASON ETF INVT | 170.0K | $7.2M | $7.6M | 1.72% | +7.3K | 2026-03-31 |
| 12 | FLGV | FRANKLIN TEMPLETON ETF TR | 321.9K | $6.6M | $6.4M | 1.45% | +30.0K | 2026-03-31 |
| 13 | IEMG | ISHARES INC | 88.6K | $6.2M | $6.9M | 1.55% | +10.8K | 2026-03-31 |
| 14 | IEFA | ISHARES TR | 66.3K | $6.0M | $6.5M | 1.47% | +12.0K | 2026-03-31 |
| 15 | AMZN | AMAZON COM INC | 26.1K | $5.4M | $7.1M | 1.60% | +34 | 2026-03-31 |
| 16 | XDEC | FIRST TR EXCHNG TRADED FD VI | 126.4K | $5.1M | $5.4M | 1.23% | +4.5K | 2026-03-31 |
| 17 | DOCT | FIRST TR EXCHNG TRADED FD VI | 117.0K | $5.1M | $5.5M | 1.24% | -5,239 | 2026-03-31 |
| 18 | DIVI | FRANKLIN TEMPLETON ETF TR | 119.8K | $4.8M | $5.2M | 1.17% | +3.4K | 2026-03-31 |
| 19 | QMAR | FIRST TR EXCHNG TRADED FD VI | 140.7K | $4.7M | $5.2M | 1.17% | -4,579 | 2026-03-31 |
| 20 | GOOGL | ALPHABET INC | 16.4K | $4.7M | $5.9M | 1.32% | +192 | 2026-03-31 |
| 21 | FIXD | FIRST TR EXCHNG TRADED FD VI | 104.0K | $4.5M | $4.5M | 1.00% | -2,309 | 2026-03-31 |
| 22 | NVDA | NVIDIA CORPORATION | 24.8K | $4.3M | $5.0M | 1.12% | +490 | 2026-03-31 |
| 23 | PGRO | PUTNAM ETF TRUST | 101.5K | $4.1M | $4.6M | 1.04% | +23.0K | 2026-03-31 |
| 24 | VTI | VANGUARD INDEX FDS | 12.1K | $3.9M | $4.4M | 1.00% | -568 | 2026-03-31 |
| 25 | TIP | ISHARES TR | 34.0K | $3.8M | $3.7M | 0.82% | -1,035 | 2026-03-31 |
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