account_balance
Investment manager · 13F filer · SEC CIK 2009724
Sequent Planning LLC
Reported value$468Mas of Jun 30, 2026
Positions269 29 new, 2 sold out
Top 10 weight34.0%AGG alone is 7%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AGGiShares Tr
6.6%Added +7%
USPXFranklin Templeton ETF Tr
5.7%Added +10%
FLCBFranklin Templeton ETF Tr
4.6%Added +8%
FLQLFranklin Templeton ETF Tr
3.7%Added +7%
XLKSelect Sector SPDR Tr
3.2%Added +5%
BUFQFirst Tr Exchng Traded Fd Vi
2.8%New
QMMYFirst Tr Exchng Traded Fd Vi
2.3%Added +298%
XOCTFirst Tr Exchng Traded Fd Vi
1.8%Trimmed −54%
IEMGiShares Inc
1.7%+6%
LVHDLegg Mason ETF Invt
1.7%+4%
IEFAiShares Tr
1.6%+18%
GLDSPDR Gold Trust
1.5%
AGGiShares Tr
6.6%Added +7%
USPXFranklin Templeton ETF Tr
5.7%Added +10%
FLCBFranklin Templeton ETF Tr
4.6%
FLQLFranklin Templeton ETF Tr
3.7%
XLKSelect Sector SPDR Tr
3.2%+5%
BUFQFirst Tr Exchng Traded Fd Vi
2.8%
QMMYFirst Tr Exchng Traded Fd Vi
2.3%
XOCTFirst Tr Exchng Traded Fd Vi
1.8%
IEMG
LVHD
IEFA1.6%
GLD1.5%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AGG iShares Tr 6.6% Added +7%
USPX Franklin Templeton ETF Tr 5.7% Added +10%
FLCB Franklin Templeton ETF Tr 4.6% Added +8%
FLQL Franklin Templeton ETF Tr 3.7% Added +7%
XLK Select Sector SPDR Tr 3.2% Added +5%
BUFQ First Tr Exchng Traded Fd Vi 2.8% New
QMMY First Tr Exchng Traded Fd Vi 2.3% Added +298%
XOCT First Tr Exchng Traded Fd Vi 1.8% Trimmed −54%
IEMG iShares Inc 1.7% Added +6%
LVHD Legg Mason ETF Invt 1.7% Added +4%
IEFA iShares Tr 1.6% Added +18%
GLD SPDR Gold Trust 1.5% HeldWhat changed
Biggest moves since Mar 31, 2026
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