Sequent Planning LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 12, 2024
Value $
$292M
Signature - Title
Rick Reed - Chief Compliance Officer
Location
8420 W Dodge Rd Ste 110, Omaha, NE
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 138 $292M +$97M -$86.3M +$10.7M QMMY, GLD, TIP, VTI, XJUN 13F-HR 8/12/2024, 02:28 PM
Q1 2024 142 $276M $0 $0 QMAR, GLD, XJAN, TIP, VTI 13F-HR 5/14/2024, 12:02 PM