Ignite Planners, LLC
CIK 1849348 · Holdings on Sep 30, 2024 · First reported Oct 7, 2024
Top ten holdings
Q3 2024- SCHG5.46%
- AAPL3.83%
- BUFR3.82%
- NVDA2.83%
- MSFT2.37%
- PULS2.26%
- DJUL1.92%
- MARM1.81%
- SPY1.77%
- SPIB1.66%
Share classes counted separately27.73%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BUFRWeight increased · +1.08 pp2.74% → 3.82%Shares +172.02K (+44.59%)
- AAPLWeight decreased · -0.66 pp4.49% → 3.83%Shares -9.52K (-11.72%)
- JCPBWeight increased · +0.53 pp0.82% → 1.35%Shares +50.34K (+69.86%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $23.82M | 5.46% | 228.61K shares | 5.79% → 5.46%-0.33 pp +1.10K (+0.48%) | Added | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $16.71M | 3.83% | 71.71K shares | 4.49% → 3.83%-0.66 pp -9.52K (-11.72%) | Reduced | ↗▾ |
| 03 | BUFRFT VEST LAD BUFFERVETF-USD IFT VEST LADDERED View history and evidence | $16.67M | 3.82% | 557.83K shares | 2.74% → 3.82%+1.08 pp +172.02K (+44.59%) | Added | ↗▾ |
| 04 | NVDANVIDIA CORP View history and evidence | $12.36M | 2.83% | 101.79K shares | 3.09% → 2.83%-0.26 pp +1.29K (+1.29%) | Added | ↗▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $10.33M | 2.37% | 24.00K shares | 2.70% → 2.37%-0.33 pp +305 (+1.29%) | Added | ↗▾ |
| 06 | PULSPGIM ULTRA SHORT BOND ETFPGIM ULTRA SH BD View history and evidence | $9.85M | 2.26% | 197.95K shares | 2.16% → 2.26%+0.10 pp +18.97K (+10.60%) | Added | ↗▾ |
| 07 | DJULFT VEST US EQUITY DEEP BUFFEFT VEST US EQT View history and evidence | $8.39M | 1.92% | 202.62K shares | 1.94% → 1.92%-0.02 pp +3.29K (+1.65%) | Added | ↗▾ |
| 08 | MARMFTVESTUS MAX BUFF ETF MARCHVEST US EQUITY M View history and evidence | $7.89M | 1.81% | 259.15K shares | 1.91% → 1.81%-0.10 pp -3.07K (-1.17%) | Reduced | ↗▾ |
| 09 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $7.72M | 1.77% | 13.45K shares | 1.90% → 1.77%-0.13 pp -607 (-4.32%) | Reduced | ↗▾ |
| 10 | SPIBSS SPDR P INT C CORP ETFPORTFOLIO INTRMD View history and evidence | $7.27M | 1.66% | 215.55K shares | 1.29% → 1.66%+0.37 pp +53.92K (+33.36%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 12
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SMCI SUPER MICRO COMPUTER INC | Non-derivative | -381 | -$322.55K | SEC filing ↗ | SEC filing ↗ |
| MDYG SS SPDR S&P 400 MC GR ETF | Non-derivative | -3,740 | -$311.41K | SEC filing ↗ | SEC filing ↗ |
| SPHB INVESCO S&P 500 HIGH BETA ET | Non-derivative | -3,564 | -$303.58K | SEC filing ↗ | SEC filing ↗ |
3 / 12 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1849348 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-10-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 436516475
}Research all 306 reported holdings.
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