Holdings of Sequent Planning LLC

Name: Holdings of Sequent Planning LLC
Creator: Titelia

210 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 38.9 % of the equity sleeve

Sector breakdown

Funds 24.3 %
Technology 3.2 %
Consumer discretionary 2.4 %
Communication 2.2 %
Consumer staples 1.4 %
Health care 0.6 %
Financials 0.5 %
Industrials 0.4 %
Energy 0.4 %
Utilities 0.1 %
Unattributed 64.3 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 99.6 %
TW 0.4 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	209	344.9M $	99.57 %
2	TW	1	1.5M $	0.43 %

Positions

Rank	Company	Shares	Value
1	iShares Core U.S. Aggregate Bond ETF	291,946	29M $
2	Franklin Templeton ETF Trust	935,273	20.1M $
3	First Trust Exchange-Traded Fund VIII	454,609	16.9M $
4	First Trust Exchange-Traded Fund VIII	485,639	15.3M $
5	Franklin Templeton ETF Trust	205,420	13.9M $
6	SELECT SECTOR SPDR TRUST (THE)	74,999	10M $
7	First Trust Exchange-Traded Fund VIII	226,717	8.8M $
8	SPDR Gold Shares	19,062	8.2M $
9	Franklin Templeton ETF Trust	321,888	6.6M $
10	iShares Core MSCI Emerging Markets ETF	88,552	6.2M $
11	iShares Core MSCI EAFE ETF	66,342	6M $
12	Amazon.com Inc	26,118	5.4M $
13	First Trust Exchange-Traded Fund VIII	126,364	5.1M $
14	First Trust Exchange-Traded Fund VIII	116,972	5.1M $
15	Franklin Templeton ETF Trust	119,799	4.8M $
16	First Trust Exchange-Traded Fund VIII	140,692	4.7M $
17	Alphabet Inc	16,434	4.7M $
18	First Trust Exchange-Traded Fund VIII	103,951	4.5M $
19	NVIDIA Corp	24,813	4.3M $
20	Vanguard Total Stock Market ETF	12,070	3.9M $
21	iShares TIPS Bond ETF	34,013	3.8M $
22	Select Sector Spdr Trust	33,490	3.6M $
23	First Trust Exchange-Traded Fund IV	175,186	3.6M $
24	First Trust Exchange-Traded Fund VIII	114,440	3.6M $
25	PepsiCo Inc	21,984	3.4M $
26	Vanguard S&P 500 ETF	5,281	3.2M $
27	Franklin Templeton ETF Trust	117,826	2.9M $
28	Invesco QQQ Trust Series 1	4,847	2.8M $
29	Franklin Templeton ETF Trust	129,939	2.8M $
30	First Trust Exchange-Traded Fund IV	123,380	2.7M $
31	Apple Inc	10,316	2.6M $
32	First Trust Exchange-Traded Fund IV	102,446	2.6M $
33	iShares Trust	21,996	2.6M $
34	Vanguard FTSE Developed Markets ETF	40,580	2.6M $
35	iShares Trust	31,070	2.6M $
36	First Trust Exchange-Traded Fund IV	52,423	2.6M $
37	First Trust Exchange Traded Fund VI	108,578	2.5M $
38	iShares National Muni Bond ETF	22,958	2.4M $
39	First Trust Rising Dividend Achievers ETF	35,252	2.4M $
40	First Trust Exchange-Traded Fund IV	90,157	2.4M $
41	Schwab U.S. Small-Cap ETF	77,893	2.3M $
42	INVESCO EXCHANGE-TRADED FUND TRUST II	9,246	2.2M $
43	SELECT SECTOR SPDR TRUST (THE)	19,676	2.2M $
44	State Street Health Care Select Sector SPDR ETF	13,901	2M $
45	Smartstop Self Storage REIT Inc	64,571	2M $
46	Invesco Russell 1000 Dynamic Multifactor ETF	31,978	1.9M $
47	iShares Trust	16,063	1.9M $
48	Tesla Inc	5,000	1.9M $
49	Select Sector Spdr Trust	10,493	1.7M $
50	Select Sector Spdr Trust	18,794	1.5M $
51	Meta Platforms Inc	2,687	1.5M $
52	Mueller Industries Inc	13,434	1.5M $
53	Taiwan Semiconductor Manufacturing Co Ltd	4,401	1.5M $
54	First Trust Value Line Dividen	31,514	1.5M $
55	Jpmorgan Core Plus Bond Etf	30,612	1.4M $
56	Invesco Actively Managed Exchange-Traded Fund Trust	30,486	1.4M $
57	Microsoft Corp	3,733	1.4M $
58	First Trust Exchange-Traded Fund VIII	38,066	1.4M $
59	McKesson Corp	1,584	1.4M $
60	iShares Core S&P 500 ETF	2,088	1.4M $
61	SPDR Series Trust	23,807	1.3M $
62	SPDR Series Trust	14,432	1.3M $
63	First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	7,872	1.3M $
64	Invesco Equal Weight 0-30 Year Treasury ETF	45,410	1.2M $
65	iShares Core Dividend Growth ETF	17,518	1.2M $
66	Netflix Inc	12,770	1.2M $
67	Invesco Exchange-Traded Fund T	22,199	1.2M $
68	Vanguard International Equity Index Funds	22,387	1.2M $
69	Select Sector Spdr Trust	19,578	1.2M $
70	Franklin Templeton ETF Trust	49,067	1.2M $
71	Vanguard Information Technology ETF	1,627	1.1M $
72	First Trust Exchange-Traded Fund VIII	26,143	1.1M $
73	State Street SPDR Portfolio S&	13,832	1.1M $
74	Invesco International Developed Dynamic Multifactor ETF	31,595	999.7K $
75	First Trust Exchange-Traded Fund IV	51,285	971.3K $
76	iShares U.S. Financial Services ETF	11,081	918K $
77	Vanguard Growth ETF	2,084	910.2K $
78	VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF	4,002	860.7K $
79	Vanguard World Fund	3,129	852.1K $
80	Berkshire Hathaway Inc	1,777	851.5K $
81	First Trust Exchange-Traded Fund VIII	20,781	819.2K $
82	Broadcom Inc	2,640	817.1K $
83	First Trust Exchange-Traded Fund VIII	18,965	814.8K $
84	First Trust Exchange-Traded Fund VIII	26,231	803.1K $
85	Vanguard Total Bond Market ETF	10,707	788.5K $
86	Vanguard Intermediate-Term Tax-Exempt Bond ETF	7,187	718.3K $
87	WisdomTree Trust	17,707	702.7K $
88	Invesco S&P 500 Equal Weight ETF	3,485	668.9K $
89	Walmart Inc	5,296	658.2K $
90	First Trust Exchange-Traded Fund VIII	14,587	655K $
91	RTX Corp	3,372	650.4K $
92	J.P. MORGAN EXCHANGE-TRADED FUND TRUST	5,481	642.3K $
93	State Street Materials Select Sector SPDR ETF	12,783	638.8K $
94	Vanguard Short-term Bond Etf	8,051	631.2K $
95	First Trust Exchange-Traded Fund VIII	16,920	626.4K $
96	Janus Detroit Street Trust	11,934	601.1K $
97	First Trust Exchange-Traded Fund VIII	14,131	591.9K $
98	Invesco Variable Rate Investment Grade ETF	23,609	591.1K $
99	First Trust Exchange-Traded Fund VIII	15,472	578.6K $
100	Vanguard Charlotte Funds	11,916	572.5K $