Chief Compliance Officer

0001085146-23-003684.txt : 20231011 0001085146-23-003684.hdr.sgml : 20231011 20231010212833 ACCESSION NUMBER: 0001085146-23-003684 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231011 DATE AS OF CHANGE: 20231010 EFFECTIVENESS DATE: 20231011 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ignite Planners, LLC CENTRAL INDEX KEY: 0001849348 IRS NUMBER: 823301523 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21572 FILM NUMBER: 231319301 BUSINESS ADDRESS: STREET 1: 109 E. ESCALONES CITY: SAN CLEMENTE STATE: CA ZIP: 92672 BUSINESS PHONE: (619) 504-1907 MAIL ADDRESS: STREET 1: 109 E. ESCALONES CITY: SAN CLEMENTE STATE: CA ZIP: 92672 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001849348 XXXXXXXX 09-30-2023 09-30-2023 false Ignite Planners, LLC

109 E. ESCALONES SAN CLEMENTE CA 92672

13F HOLDINGS REPORT 028-21572 N Dominick Zizzo Chief Compliance Officer 662-287-1903 /s/Dominick Zizzo San Clemente CA 10-10-2023 0 322 327467871 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 BBG001S5T7X2 816478 9296 SH SOLE 0 0 9296 ABBOTT LABS COM 002824100 BBG001S5N9M6 458659 4768 SH SOLE 0 0 4768 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 748697 5078 SH SOLE 0 0 5078 ABRDN INCOME CREDIT STRATEGI COM 003057106 BBG001TCSLH4 102219 16648 SH SOLE 0 0 16648 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 278695 900 SH SOLE 0 0 900 ADOBE INC COM 00724F101 BBG001S5NCQ5 367704 712 SH SOLE 0 0 712 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 284958 2769 SH SOLE 0 0 2769 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 387141 4627 SH SOLE 0 0 4627 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2334146 17281 SH SOLE 0 0 17281 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2078742 15286 SH SOLE 0 0 15286 ALTRIA GROUP INC COM 02209S103 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BBG001S69V69 216171 8918 SH SOLE 0 0 8918 MARRIOTT INTL INC NEW CL A 571903202 BBG001S78K44 200808 1031 SH SOLE 0 0 1031 MARSH & MCLENNAN COS INC COM 571748102 BBG001S5T7M4 243163 1267 SH SOLE 0 0 1267 MASTERCARD INCORPORATED CL A 57636Q104 BBG001SKNNS6 4426254 11228 SH SOLE 0 0 11228 MCDONALDS CORP COM 580135101 BBG001S5T110 726685 2881 SH SOLE 0 0 2881 MEDICAL PPTYS TRUST INC COM 58463J304 BBG001S7WM61 69236 13063 SH SOLE 0 0 13063 MERCADOLIBRE INC COM 58733R102 BBG001SM32G3 1215595 1001 SH SOLE 0 0 1001 MERCK & CO INC COM 58933Y105 BBG001S5TC52 658483 6356 SH SOLE 0 0 6356 META PLATFORMS INC CL A 30303M102 BBG001SQCQC5 2594068 8511 SH SOLE 0 0 8511 METLIFE INC COM 59156R108 BBG001S5T3R8 378260 6274 SH SOLE 0 0 6274 MGE ENERGY INC COM 55277P104 BBG001SD2RD2 605556 8570 SH SOLE 0 0 8570 MICROSOFT CORP COM 594918104 BBG001S5TD05 7559462 23670 SH SOLE 0 0 23670 MOELIS & CO CL A 60786M105 BBG001STYX58 686759 15391 SH SOLE 0 0 15391 MOLSON COORS BEVERAGE CO CL B 60871R209 BBG001S5VQ21 346623 5869 SH SOLE 0 0 5869 MONDELEZ INTL INC CL A 609207105 BBG001SHHZJ3 225016 3458 SH SOLE 0 0 3458 MORGAN STANLEY EMERGING MKTS COM 617477104 BBG001SRJQL6 163912 38477 SH SOLE 0 0 38477 NETFLIX INC COM 64110L106 BBG001SF6L46 349864 939 SH SOLE 0 0 939 NEUBERGER BERMAN NEXT GENERA COMMON STOCK 64133Q108 BBG00Z4KVBC1 170809 16812 SH SOLE 0 0 16812 NEXTERA ENERGY INC COM 65339F101 BBG001S5RB29 224278 4535 SH SOLE 0 0 4535 NEXTGEN HEALTHCARE INC COM 65343C102 BBG001S5VJL6 713400 30000 SH SOLE 0 0 30000 NIKE INC CL B 654106103 BBG001S6NTK2 224244 2341 SH SOLE 0 0 2341 NOKIA CORP SPONSORED ADR 654902204 BBG001SCPCG9 35471 10020 SH SOLE 0 0 10020 NORTHROP GRUMMAN CORP COM 666807102 BBG001S5TP26 446718 1063 SH SOLE 0 0 1063 NOVARTIS AG SPONSORED ADR 66987V109 BBG001SF5LW6 666115 6929 SH SOLE 0 0 6929 NUVEEN CA QUALTY MUN INCOME COM 67066Y105 BBG001SCTG12 1672407 175121 SH SOLE 0 0 175121 NUVEEN CALIFORNIA AMT QLT MU COM 670651108 BBG001S94NN7 245689 24594 SH SOLE 0 0 24594 NUVEEN CR STRATEGIES INCOME COM SHS 67073D102 BBG001SLL7N6 112985 22597 SH SOLE 0 0 22597 NUVEEN MORTGAGE AND INCOME F COM 670735109 BBG001T611C5 179167 11219 SH SOLE 0 0 11219 NVIDIA CORPORATION COM 67066G104 BBG001S5TZJ6 4141281 9267 SH SOLE 0 0 9267 ORACLE CORP COM 68389X105 BBG001S5SJG6 266542 2460 SH SOLE 0 0 2460 OREILLY AUTOMOTIVE INC COM 67103H107 BBG001S78TL6 318883 354 SH SOLE 0 0 354 PALO ALTO NETWORKS INC COM 697435105 BBG001T9NWN5 413654 1747 SH SOLE 0 0 1747 PAYPAL HLDGS INC COM 70450Y103 BBG0077VNXW5 598555 10413 SH SOLE 0 0 10413 PEAKSTONE REALTY TRUST COMMON SHARES 39818P799 BBG00XTV8H01 424807 26955 SH SOLE 0 0 26955 PEPSICO INC COM 713448108 BBG001S695T1 696437 4350 SH SOLE 0 0 4350 PFIZER INC COM 717081103 BBG001S5V466 1280713 38265 SH SOLE 0 0 38265 PGIM ETF TR PGIM ULTRA SH BD 69344A107 BBG00KJQ1QS8 4180311 84793 SH SOLE 0 0 84793 PGIM GLOBAL HIGH YIELD FD FO COM 69346J106 BBG0037TDYM9 108712 10227 SH SOLE 0 0 10227 PHILIP MORRIS INTL INC COM 718172109 BBG001STP9N1 1280000 13915 SH SOLE 0 0 13915 PHILLIPS 66 COM 718546104 BBG00286S4P7 224383 2050 SH SOLE 0 0 2050 PHILLIPS EDISON & CO INC COMMON STOCK 71844V201 BBG011RJST56 471542 14118 SH SOLE 0 0 14118 PPG INDS INC COM 693506107 BBG001S5VC13 212755 1620 SH SOLE 0 0 1620 PROCTER AND GAMBLE CO COM 742718109 BBG001S5V4L9 1868747 12996 SH SOLE 0 0 12996 PROLOGIS INC. COM 74340W103 BBG001S5NMN6 308773 2832 SH SOLE 0 0 2832 PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 236764 2578 SH SOLE 0 0 2578 PUBLIC STORAGE COM 74460D109 BBG001S5TH79 487730 1884 SH SOLE 0 0 1884 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 255765 4522 SH SOLE 0 0 4522 QUALCOMM INC COM 747525103 BBG001S6VS70 1041769 9488 SH SOLE 0 0 9488 REALTY INCOME CORP COM 756109104 BBG001S884K0 294936 5892 SH SOLE 0 0 5892 RENASANT CORP COM 75970E107 BBG001S5V5B7 453067 17240 SH SOLE 0 0 17240 REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 205062 1429 SH SOLE 0 0 1429 SABA CAPITAL INCOME & OPRNT SHS NEW 78518H202 BBG001S6Q335 132609 17541 SH SOLE 0 0 17541 SALESFORCE INC COM 79466L302 BBG001SDLP09 263016 1302 SH SOLE 0 0 1302 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 698897 29715 SH SOLE 0 0 29715 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 BBG0025RWLM4 399084 5766 SH SOLE 0 0 5766 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 14548932 199081 SH SOLE 0 0 199081 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 278069 4410 SH SOLE 0 0 4410 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 3008979 59964 SH SOLE 0 0 59964 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 805441 9451 SH SOLE 0 0 9451 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 553834 16565 SH SOLE 0 0 16565 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 2245190 33490 SH SOLE 0 0 33490 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 BBG001S7TD56 237203 4202 SH SOLE 0 0 4202 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 942397 5707 SH SOLE 0 0 5707 SEMPRA COM 816851109 BBG001SBVZ73 860671 12992 SH SOLE 0 0 12992 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 516033 8235 SH SOLE 0 0 8235 SIXTH STREET SPECIALTY LENDI COM 83012A109 BBG001V064L4 1462149 73846 SH SOLE 0 0 73846 SOUTHERN CO COM 842587107 BBG001S5W777 1260539 19516 SH SOLE 0 0 19516 SPDR INDEX SHS FDS MSCI WRLD STRGIC 78463X418 BBG006LCS5J4 795693 7925 SH SOLE 0 0 7925 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 2481687 81527 SH SOLE 0 0 81527 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 6983531 16451 SH SOLE 0 0 16451 SPDR SER TR PORTFLI INTRMDIT 78464A672 BBG001STKCX8 393984 14400 SH SOLE 0 0 14400 SPDR SER TR PORTFOLIO INTRMD 78464A375 BBG001T2HCY9 3032867 97238 SH SOLE 0 0 97238 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 1608873 27131 SH SOLE 0 0 27131 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 266714 7833 SH SOLE 0 0 7833 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 3157592 77696 SH SOLE 0 0 77696 SPDR SER TR S&P 400 MDCP GRW 78464A821 BBG001SPTBN0 323065 4778 SH SOLE 0 0 4778 SPDR SER TR S&P 400 MDCP VAL 78464A839 BBG001SPTBM1 1102744 17520 SH SOLE 0 0 17520 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 776712 10825 SH SOLE 0 0 10825 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 817873 11693 SH SOLE 0 0 11693 SPDR SER TR S&P CAP MKTS 78464A771 BBG001SPTB41 379899 4446 SH SOLE 0 0 4446 SPDR SER TR S&P DIVID ETF 78464A763 BBG001SPTBP8 528910 4696 SH SOLE 0 0 4696 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 BBG001T96GD0 102002 14286 SH SOLE 0 0 14286 STAG INDL INC COM 85254J102 BBG001T9F312 797579 23382 SH SOLE 0 0 23382 STANLEY BLACK & DECKER INC COM 854502101 BBG001S5WHT1 333629 4306 SH SOLE 0 0 4306 STARBUCKS CORP COM 855244109 BBG001S72KH6 710256 7689 SH SOLE 0 0 7689 STARWOOD PPTY TR INC COM 85571B105 BBG001T4JCN5 206492 10995 SH SOLE 0 0 10995 STRYKER CORPORATION COM 863667101 BBG001S8FR03 287848 1087 SH SOLE 0 0 1087 SYNOPSYS INC COM 871607107 BBG001S5VTR8 288723 628 SH SOLE 0 0 628 SYSCO CORP COM 871829107 BBG001S5WJS8 295655 4645 SH SOLE 0 0 4645 TELADOC HEALTH INC COM 87918A105 BBG001TG5PC6 208873 11260 SH SOLE 0 0 11260 TEMPLETON EMERGING MKTS INCO COM 880192109 BBG001S5WMJ1 161304 36086 SH SOLE 0 0 36086 TEMPLETON GLOBAL INCOME FD COM 880198106 BBG001S5RKQ3 101951 26829 SH SOLE 0 0 26829 TESLA INC COM 88160R101 BBG001SQKGD7 5580933 21461 SH SOLE 0 0 21461 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 204436 1318 SH SOLE 0 0 1318 TIDAL ETF TR II NICHOLAS FIXED 88634T535 BBG01BTRTRF6 200164 10239 SH SOLE 0 0 10239 T-MOBILE US INC COM 872590104 BBG001SKR9Y6 289016 2103 SH SOLE 0 0 2103 TRUSTMARK CORP COM 898402102 BBG001S6JGT6 304160 13914 SH SOLE 0 0 13914 UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 570036 11647 SH SOLE 0 0 11647 UNION PAC CORP COM 907818108 BBG001S5X2M0 228931 1141 SH SOLE 0 0 1141 UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 BBG001SG1LP6 855272 122884 SH SOLE 0 0 122884 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 648213 4226 SH SOLE 0 0 4226 UNITED STS OIL FD LP UNITS 91232N207 BBG001SQNKR0 446086 6029 SH SOLE 0 0 6029 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 1034145 2003 SH SOLE 0 0 2003 US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 440252 13814 SH SOLE 0 0 13814 VALLEY NATL BANCORP COM 919794107 BBG001S7H654 591554 73302 SH SOLE 0 0 73302 VALVOLINE INC COM 92047W101 BBG003DNHV65 320749 10287 SH SOLE 0 0 10287 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 328258 2261 SH SOLE 0 0 2261 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 BBG001TC6MF8 490822 1988 SH SOLE 0 0 1988 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 459845 6660 SH SOLE 0 0 6660 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 384387 5186 SH SOLE 0 0 5186 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 4136638 10609 SH SOLE 0 0 10609 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 210958 1561 SH SOLE 0 0 1561 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 BBG001T62MF5 414769 9590 SH SOLE 0 0 9590 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 1521397 26455 SH SOLE 0 0 26455 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 430756 5758 SH SOLE 0 0 5758 VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 92206C649 BBG001TCHH03 338193 2921 SH SOLE 0 0 2921 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 724751 4715 SH SOLE 0 0 4715 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 BBG001SHVTQ3 3823092 14443 SH SOLE 0 0 14443 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 BBG001SHVR32 254927 1088 SH SOLE 0 0 1088 VANGUARD WORLD FDS INF TECH ETF 92204A702 BBG001SHTTR5 651217 1566 SH SOLE 0 0 1566 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1637102 51448 SH SOLE 0 0 51448 VERU INC COM 92536C103 BBG001SCF2T8 38384 50300 SH SOLE 0 0 50300 VIRTUS ETF TR II SEIX SR LN ETF 92790A405 BBG00NZW3T03 2628843 110502 SH SOLE 0 0 110502 VISA INC COM CL A 92826C839 BBG001SRCFY3 1602565 6863 SH SOLE 0 0 6863 WALMART INC COM 931142103 BBG001S5XH92 1953824 12282 SH SOLE 0 0 12282 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 1114757 7205 SH SOLE 0 0 7205 WESTERN ASST INFLTN LKD INM COM SH BEN INT 95766Q106 BBG001SBSMH5 102739 13430 SH SOLE 0 0 13430 WHITESTONE REIT COM 966084204 BBG001SM3736 321933 34431 SH SOLE 0 0 34431 WILLIAMS COS INC COM 969457100 BBG001S5XH10 892989 26769 SH SOLE 0 0 26769 WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 234205 1550 SH SOLE 0 0 1550 WISDOMTREE TR EM LCL DEBT FD 97717X867 BBG001SVS9X2 1983419 78926 SH SOLE 0 0 78926 WP CAREY INC COM 92936U109 BBG001S67MM3 318725 6093 SH SOLE 0 0 6093