| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2021 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | 2 | Q2 2024 | 22.8% |
| SPDR GOLD TR | 2 | Q2 2024 | 8.5% |
| ISHARES TR | 2 | Q2 2024 | 4.3% |
| FIRST TR EXCHNG TRADED FD VI | 2 | Q2 2024 | 5.7% |
| VANGUARD INDEX FDS | 2 | Q2 2024 | 3.4% |
| FIRST TR EXCHNG TRADED FD VI | 2 | Q2 2024 | 2.9% |
| ISHARES TR | 2 | Q2 2024 | 2.2% |
| FIRST TR EXCHNG TRADED FD VI | 2 | Q2 2024 | 2.0% |
| AMAZON COM INC | 2 | Q2 2024 | 1.9% |
| FIRST TR EXCHNG TRADED FD VI | 2 | Q2 2024 | 1.8% |
View Sequent Planning LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-14 |
View Sequent Planning LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.