Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEQUENT PLANNING LLC | 08-08-2024 | 06-30-2024 | 138 | 292,195,864 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | VEST NASDAQ 100 | 1 | $68,427,777 | 3,323,350 | 0.02 | 3,323,350 | +Inf | 06-30-2024 | |
| SPDR GOLD TR | GOLD SHS | 2 | $24,889,680 | 115,460 | 0.01 | 0.01 | 5,477 | 4.98 | 06-30-2024 |
| ISHARES TR | TIPS BD ETF | 3 | $12,414,276 | 117,204 | 0.00 | 0.00 | 7,368 | 6.71 | 06-30-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 4 | $9,790,905 | 36,526 | 0.00 | 0.00 | 1,500 | 4.28 | 06-30-2024 |
