Sequent Planning LLC
CIK 2009724 · Holdings on Mar 31, 2024 · First reported May 14, 2024
Top ten holdings
Q1 2024- QMAR22.83%
- GLD8.19%
- XJAN5.66%
- TIP4.27%
- VTI3.29%
- GJAN2.95%
- SHY2.22%
- QJUN2.01%
- AMZN1.91%
- XDEC1.81%
Share classes counted separately55.14%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QMARFT VEST NASDAQ-100 BUFFER ETFT VEST NAS View history and evidence | $63.08M | 22.83% | 2.38M shares | Prior unavailable — | — | ↗▾ |
| 02 | GLDSPDR GOLD SHARESGOLD SHS View history and evidence | $22.63M | 8.19% | 109.98K shares | Prior unavailable — | — | ↗▾ |
| 03 | XJANFT VEST ENH MOD BUFF - JANFT VEST US EQT E View history and evidence | $15.64M | 5.66% | 492.24K shares | Prior unavailable — | — | ↗▾ |
| 04 | TIPISHARES TIPS BOND ETFTIPS BD ETF View history and evidence | $11.80M | 4.27% | 109.84K shares | Prior unavailable — | — | ↗▾ |
| 05 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $9.10M | 3.29% | 35.03K shares | Prior unavailable — | — | ↗▾ |
| 06 | GJANFT VEST US EQUITY MODERATE BFT VEST US EQT View history and evidence | $8.15M | 2.95% | 227.02K shares | Prior unavailable — | — | ↗▾ |
| 07 | SHYISHARES 1-3 YEAR TREASURY BO1 3 YR TREAS BD View history and evidence | $6.12M | 2.22% | 74.89K shares | Prior unavailable — | — | ↗▾ |
| 08 | QJUNFT VEST NASDAQ-100 BUFFER ETFT VEST NAS View history and evidence | $5.55M | 2.01% | 217.56K shares | Prior unavailable — | — | ↗▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $5.28M | 1.91% | 29.28K shares | Prior unavailable — | — | ↗▾ |
| 10 | XDECFT VEST US EQUITY ENHANCE &FT VEST U.S View history and evidence | $5.00M | 1.81% | 141.88K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2009724 · Period Mar 31, 2024
Data loaded Sep 23, 2026 · First reported May 14, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 276338317
}Research all 142 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.