Sequent Planning LLC ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPHQ Invesco Exchange Traded Fd Tr	$0	$449 Million 0.16% of portfolio	6,772	Q1 2025 Reduced 34.32%
WTMF Wisdomtree Tr Managed Futures	$0	$449 Million 0.16% of portfolio	13,153	Q1 2025 Added 0.46%
PSK Spdr Ser Tr Spdr Ice Pfd Sec E	$0	$423 Million 0.15% of portfolio	13,058	Q1 2025 Reduced 4.89%
FLRT Pacer Fds Tr Pacific Asset Flt	$0	$405 Million 0.15% of portfolio	8,592	Q1 2025 Added 5.63%
VUG Vanguard Growth ETF	$0	$395 Million 0.14% of portfolio	1,065	Q1 2025 Added 4.41%
IGV Ishares Expanded Tech Software	$0	$389 Million 0.14% of portfolio	4,376	Q1 2025 Added 2.22%
QQEW First Tr Nasdaq 100 Equal Weig	$0	$355 Million 0.13% of portfolio	2,937	Q1 2025 Reduced 1.84%
VB Vanguard Small Cap ETF	$0	$346 Million 0.12% of portfolio	1,560	Q1 2025 Added 0.13%
SPMO Invesco ETF Tr Ii S&P 500 Mome	$0	$336 Million 0.12% of portfolio	3,627	Q1 2025 Reduced 6.04%
TLT Ishares Barclays 20+ Year Trea	$0	$334 Million 0.12% of portfolio	3,664	Q1 2025 New
PFEB Innovator U.S. Equity Power Bu	$0	$307 Million 0.11% of portfolio	8,564	Q4 2024 Added 26.82%
VDE Vanguard Energy ETF	$0	$303 Million 0.11% of portfolio	2,338	Q1 2025 Added 12.73%
FALN Ishares Tr Fallen Angels Usd B	$0	$298 Million 0.11% of portfolio	11,110	Q1 2025 Reduced 1.09%
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$295 Million 0.11% of portfolio	14,230	Q1 2025 Reduced 23.11%
MGK Vanguard Mega Cap Growth ETF	$0	$259 Million 0.09% of portfolio	840	Q1 2025 Added 0.72%
XLB Select Sector Spdr Fd Material	$0	$251 Million 0.09% of portfolio	2,922	Q1 2025 New
MUB Ishares National Muni Bond ETF	$0	$249 Million 0.09% of portfolio	2,365	Q4 2024 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$248 Million 0.09% of portfolio	3,767	Q1 2025 Reduced 19.97%
XLE Energy Sector Spdr	$0	$244 Million 0.09% of portfolio	2,611	Q1 2025 New
IJH Ishares Core S&P Mid Cap ETF	$0	$236 Million 0.09% of portfolio	4,047	Q1 2025 Reduced 2.79%
FTA First Tr Large Cap Value	$0	$231 Million 0.08% of portfolio	3,017	Q1 2025 Reduced 3.15%
JMEE J P Morgan Exchange Traded Fd	$0	$222 Million 0.08% of portfolio	3,974	Q1 2025 Added 0.05%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$219 Million 0.08% of portfolio	1,897	Q1 2025 New
QUAL Ishares Msci Usa Quality Facto	$0	$216 Million 0.08% of portfolio	1,263	Q1 2025 Reduced 7.88%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$216 Million 0.08% of portfolio	4,347	Q1 2024 New
FSEP First Tr ETF Viii Cboe Vest Us	$0	$206 Million 0.07% of portfolio	4,615	Q1 2025 Reduced 3.39%
FDL First Tr Morningstar Dividend	$0	$201 Million 0.07% of portfolio	4,628	Q1 2025 New
GYLD Arrow ETF Tr Arrow Dow Jones G	$0	$157 Million 0.06% of portfolio	12,190	Q1 2025 Added 7.76%

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