Chief Compliance Officer

0001085146-24-001779.txt : 20240412 0001085146-24-001779.hdr.sgml : 20240412 20240412143048 ACCESSION NUMBER: 0001085146-24-001779 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240412 DATE AS OF CHANGE: 20240412 EFFECTIVENESS DATE: 20240412 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ignite Planners, LLC CENTRAL INDEX KEY: 0001849348 ORGANIZATION NAME: 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: 24840998 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 03-31-2024 03-31-2024 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 04-12-2024 0 282 356921467 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 BBG001S5T7X2 701116 7458 SH SOLE 0 0 7458 ABBOTT LABS COM 002824100 BBG001S5N9M6 493606 4404 SH SOLE 0 0 4404 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 753694 4170 SH SOLE 0 0 4170 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 276424 815 SH SOLE 0 0 815 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 533886 2912 SH SOLE 0 0 2912 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 372279 5074 SH SOLE 0 0 5074 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2339503 15046 SH SOLE 0 0 15046 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2015096 12876 SH SOLE 0 0 12876 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 1018551 23566 SH SOLE 0 0 23566 AMAZON COM INC COM 023135106 BBG001S5PQL7 5792752 32009 SH SOLE 0 0 32009 AMERICAN ELEC PWR CO INC COM 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COM 74340W103 BBG001S5NMN6 314939 2462 SH SOLE 0 0 2462 PROSHARES TR ULTRAPRO QQQ 74347X831 BBG001T6S396 206570 3335 SH SOLE 0 0 3335 PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 225021 1935 SH SOLE 0 0 1935 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 265494 3984 SH SOLE 0 0 3984 QUALCOMM INC COM 747525103 BBG001S6VS70 1442616 8401 SH SOLE 0 0 8401 RBB FD INC US TREAS 3 MNTH 74933W452 BBG01922X1R4 283533 5690 SH SOLE 0 0 5690 REALTY INCOME CORP COM 756109104 BBG001S884K0 279214 5222 SH SOLE 0 0 5222 RENASANT CORP COM 75970E107 BBG001S5V5B7 492172 15990 SH SOLE 0 0 15990 REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 261966 1380 SH SOLE 0 0 1380 ROYAL CARIBBEAN GROUP COM V7780T103 BBG001S5RMJ7 254695 1812 SH SOLE 0 0 1812 SABA CAPITAL INCOME & OPPORT COM 880198106 BBG001S5RKQ3 43479 11382 SH SOLE 0 0 11382 SALESFORCE INC COM 79466L302 BBG001SDLP09 345787 1144 SH SOLE 0 0 1144 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 822861 32460 SH SOLE 0 0 32460 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 20659910 222627 SH SOLE 0 0 222627 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 333259 4411 SH SOLE 0 0 4411 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 3457742 55788 SH SOLE 0 0 55788 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 782983 8232 SH SOLE 0 0 8232 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 1251347 32217 SH SOLE 0 0 32217 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 2007935 26507 SH SOLE 0 0 26507 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 909541 4355 SH SOLE 0 0 4355 SEMPRA COM 816851109 BBG001SBVZ73 720777 10100 SH SOLE 0 0 10100 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 562240 8278 SH SOLE 0 0 8278 SIXTH STREET SPECIALTY LENDI COM 83012A109 BBG001V064L4 948419 44820 SH SOLE 0 0 44820 SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 259401 1616 SH SOLE 0 0 1616 SOUTHERN CO COM 842587107 BBG001S5W777 1108663 15593 SH SOLE 0 0 15593 SPDR INDEX SHS FDS MSCI WRLD STRGIC 78463X418 BBG006LCS5J4 2017290 16881 SH SOLE 0 0 16881 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 5364755 150358 SH SOLE 0 0 150358 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 7391620 14157 SH SOLE 0 0 14157 SPDR SER TR BBG CONV SEC ETF 78464A359 BBG001T2PMD1 1898467 26085 SH SOLE 0 0 26085 SPDR SER TR PORTFOLIO INTRMD 78464A375 BBG001T2HCY9 4520202 139340 SH SOLE 0 0 139340 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 1621229 22126 SH SOLE 0 0 22126 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 408170 10126 SH SOLE 0 0 10126 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 5537984 111227 SH SOLE 0 0 111227 SPDR SER TR S&P 400 MDCP GRW 78464A821 BBG001SPTBN0 333916 3848 SH SOLE 0 0 3848 SPDR SER TR S&P 400 MDCP VAL 78464A839 BBG001SPTBM1 1974284 26201 SH SOLE 0 0 26201 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 1502902 17334 SH SOLE 0 0 17334 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 1506141 18407 SH SOLE 0 0 18407 SPDR SER TR S&P BIOTECH 78464A870 BBG001SQDKG3 247295 2635 SH SOLE 0 0 2635 SPDR SER TR S&P OILGAS EXP 78468R556 BBG001SB12P9 271128 1738 SH SOLE 0 0 1738 SPDR SER TR S&P RETAIL ETF 78464A714 BBG001SMH2H7 243697 3106 SH SOLE 0 0 3106 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 BBG001T96GD0 119288 14286 SH SOLE 0 0 14286 STARBUCKS CORP COM 855244109 BBG001S72KH6 506164 5530 SH SOLE 0 0 5530 SYNOPSYS INC COM 871607107 BBG001S5VTR8 343826 596 SH SOLE 0 0 596 TELADOC HEALTH INC COM 87918A105 BBG001TG5PC6 197608 13307 SH SOLE 0 0 13307 TEMPLETON EMERGING MKTS INCO COM 880192109 BBG001S5WMJ1 77805 14462 SH SOLE 0 0 14462 TESLA INC COM 88160R101 BBG001SQKGD7 3679971 21002 SH SOLE 0 0 21002 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 223390 1290 SH SOLE 0 0 1290 TIDAL TR II NICHOLAS FIXED 88634T535 BBG01BTRTRF6 236005 12206 SH SOLE 0 0 12206 T-MOBILE US INC COM 872590104 BBG001SKR9Y6 332883 2046 SH SOLE 0 0 2046 TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 713048 18583 SH SOLE 0 0 18583 TRUSTMARK CORP COM 898402102 BBG001S6JGT6 3855774 140159 SH SOLE 0 0 140159 UBER TECHNOLOGIES INC COM 90353T100 BBG002B04MW4 259454 3396 SH SOLE 0 0 3396 UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 467662 9382 SH SOLE 0 0 9382 UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 BBG001SG1LP6 727976 89542 SH SOLE 0 0 89542 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 526971 3570 SH SOLE 0 0 3570 UNITED STS OIL FD LP UNITS 91232N207 BBG001SQNKR0 465591 5844 SH SOLE 0 0 5844 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 776443 1586 SH SOLE 0 0 1586 US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 478045 10877 SH SOLE 0 0 10877 VALLEY NATL BANCORP COM 919794107 BBG001S7H654 421684 53513 SH SOLE 0 0 53513 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 651390 2858 SH SOLE 0 0 2858 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 BBG001TC6MF8 608630 1995 SH SOLE 0 0 1995 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 BBG001SK7DK4 281728 3917 SH SOLE 0 0 3917 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 350238 4119 SH SOLE 0 0 4119 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 3979591 8289 SH SOLE 0 0 8289 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 247930 1529 SH SOLE 0 0 1529 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 739256 12737 SH SOLE 0 0 12737 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 BBG001T62M56 333555 4346 SH SOLE 0 0 4346 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 BBG001T62MF5 468362 10362 SH SOLE 0 0 10362 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 311896 5398 SH SOLE 0 0 5398 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 492392 6403 SH SOLE 0 0 6403 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 872069 4804 SH SOLE 0 0 4804 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 BBG001SHVTQ3 4505954 14272 SH SOLE 0 0 14272 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 215320 803 SH SOLE 0 0 803 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 795389 1514 SH SOLE 0 0 1514 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1470813 34787 SH SOLE 0 0 34787 VIRTUS ETF TR II SEIX SR LN ETF 92790A405 BBG00NZW3T03 5245653 218479 SH SOLE 0 0 218479 VISA INC COM CL A 92826C839 BBG001SRCFY3 743920 2673 SH SOLE 0 0 2673 WALMART INC COM 931142103 BBG001S5XH92 1753060 29218 SH SOLE 0 0 29218 WHITESTONE REIT COM 966084204 BBG001SM3736 354082 28976 SH SOLE 0 0 28976 WILLIAMS COS INC COM 969457100 BBG001S5XH10 760376 19562 SH SOLE 0 0 19562 WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 486882 1546 SH SOLE 0 0 1546 WISDOMTREE TR EM LCL DEBT FD 97717X867 BBG001SVS9X2 1729937 63505 SH SOLE 0 0 63505 WISDOMTREE TR INDIA ERNGS FD 97717W422 BBG001T21LV9 383468 8775 SH SOLE 0 0 8775 WP CAREY INC COM 92936U109 BBG001S67MM3 319318 5695 SH SOLE 0 0 5695 ZACKS TRUST EARNGS CONSTANT 98888G105 BBG01292K070 426116 15213 SH SOLE 0 0 15213 ZACKS TRUST SMALL/MID CAP 98888G204 BBG01JLG9RS9 251091 7990 SH SOLE 0 0 7990