0002009724-25-000004.txt : 20250814
0002009724-25-000004.hdr.sgml : 20250814
20250814144829
ACCESSION NUMBER: 0002009724-25-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20250630
FILED AS OF DATE: 20250814
DATE AS OF CHANGE: 20250814
EFFECTIVENESS DATE: 20250814
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Sequent Planning LLC
CENTRAL INDEX KEY: 0002009724
ORGANIZATION NAME:
EIN: 454127048
STATE OF INCORPORATION: NE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-24139
FILM NUMBER: 251217739
BUSINESS ADDRESS:
STREET 1: 8420 W DODGE RD STE 110
CITY: OMAHA
STATE: NE
ZIP: 68114
BUSINESS PHONE: 402-953-3544
MAIL ADDRESS:
STREET 1: 8420 W DODGE RD STE 110
CITY: OMAHA
STATE: NE
ZIP: 68114
13F-HR
1
primary_doc.xml
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0002009724
XXXXXXXX
06-30-2025
06-30-2025
Sequent Planning LLC
8420 W DODGE RD STE 110
OMAHA
NE
68114
13F HOLDINGS REPORT
028-24139
N
Andrea Butler
Chief Compliance Officer
402-819-0251
Andrea Butler
Omaha
NE
08-14-2025
0
162
315655908
false
INFORMATION TABLE
2
sequent13f-81425.xml
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COM
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SOLE
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AIM ETF PRODUCTS TRUST
US LRGCP B10 APR
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11355
SH
SOLE
11355
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0
ALPHABET INC
CAP STK CL C
02079K305
2124749
12056
SH
SOLE
12056
0
0
AMAZON COM INC
COM
023135106
6000316
27350
SH
SOLE
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0
APPLE INC
COM
037833100
2071695
10097
SH
SOLE
10097
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0
APPLIED INDL TECHNOLOGIES IN
COM
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3387
SH
SOLE
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0
ARROW ETF TR
ARROW DJ GLB YLD
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SH
SOLE
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0
AUTOZONE INC
COM
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541985
146
SH
SOLE
146
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0
BANK AMERICA CORP
COM
060505104
392421
8292
SH
SOLE
8292
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
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SH
SOLE
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0
CANADIAN NAT RES LTD
COM
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0
CHEVRON CORP NEW
COM
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SOLE
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CIVITAS RESOURCES INC
COM NEW
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CONOCOPHILLIPS
COM
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COM
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DOMINION ENERGY INC
COM
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COM
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SH
SOLE
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CAP STRENGTH ETF
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17181
SH
SOLE
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DJ INTERNT IDX
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SOLE
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VEST GOLD STRTGY
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SHS
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SHS
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COM SHS
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FT VEST RIS
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0
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
33738R118
1392291
15440
SH
SOLE
15440
0
0
FIRST TR EXCHANGE-TRADED FD
BUYWRIT INCM ETF
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1325408
58004
SH
SOLE
58004
0
0
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
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SH
SOLE
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FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS
FT VEST S&P 500
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27039
SH
SOLE
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FIRST TR EXCHNG TRADED FD VI
FT VEST NASD 100
33740F151
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267914
SH
SOLE
267914
0
0
FIRST TR EXCHNG TRADED FD VI
VEST NASDAQ-100
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SH
SOLE
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0
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY B
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33640
SH
SOLE
33640
0
0
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY E
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268211
8051
SH
SOLE
8051
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0
FIRST TR EXCHNG TRADED FD VI
VEST NASDAQ 100
33740F268
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140875
SH
SOLE
140875
0
0
FIRST TR EXCHNG TRADED FD VI
FT VEST NASDAQ 1
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30856
SH
SOLE
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0
0
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT E
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362593
10383
SH
SOLE
10383
0
0
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
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2569102
84684
SH
SOLE
84684
0
0
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
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6046
SH
SOLE
6046
0
0
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
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SH
SOLE
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0
0
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
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213335
5741
SH
SOLE
5741
0
0
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
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809603
21532
SH
SOLE
21532
0
0
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
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405236
10350
SH
SOLE
10350
0
0
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
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SH
SOLE
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0
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
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SH
SOLE
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FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
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SH
SOLE
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FT VEST US EQT
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SH
SOLE
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FT VEST NAS
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SH
SOLE
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FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
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SOLE
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FT VEST NAS
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SOLE
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FT VEST UQ EQT
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SH
SOLE
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FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
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SOLE
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FT VEST US EQT
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FT VEST LADDERED
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SMITH OPPORT FXD
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SMITH UNCONSTRAI
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SOLE
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FT VEST US EQT
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SOLE
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0
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FT VEST NASD 100
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SH
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FIRST TR EXCHNG TRADED FD VI
FT VEST NASD 100
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VEST US EQU ENHA
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FT VEST EQ ENHAN
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SOLE
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FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
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SH
SOLE
16684
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0
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
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SH
SOLE
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0
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
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SH
SOLE
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0
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
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SOLE
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FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
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SOLE
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FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
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FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
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FT VEST US EQT
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GLOBAL X FDS
GLOBX SUPDV US
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TOTAL RETURN
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VAR RATE INVT
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INVESCO QQQ TR
UNIT SER 1
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S&P 500 TOP 50
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S&P500 QUALITY
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SH
SOLE
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INVESCO EXCH TRADED FD TR II
EQUAL WEGT 0-30
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SOLE
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S&P 500 MOMNTM
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SOLE
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S&P500 LOW VOL
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SOLE
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SR LN ETF
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NASDAQ 100 ETF
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INTL DEV DYNAMIC
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INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
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SOLE
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TIPS BD ETF
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SOLE
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CORE S&P500 ETF
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CORE US AGGBD ET
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SOLE
13964
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0
ISHARES TR
20 YR TR BD ETF
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SOLE
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0
ISHARES TR
1 3 YR TREAS BD
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SOLE
68841
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0
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CORE S&P MCP ETF
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SOLE
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0
ISHARES TR
EXPANDED TECH
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U.S. TECH ETF
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SOLE
1254
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0
ISHARES TR
SP SMCP600VL ETF
464287879
4348321
43706
SH
SOLE
43706
0
0
ISHARES TR
AGENCY BOND ETF
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316045
2881
SH
SOLE
2881
0
0
ISHARES TR
MRGSTR MD CP VAL
464288414
342380
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SH
SOLE
3277
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0
ISHARES TR
ESG MSCI KLD 400
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225001
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SH
SOLE
1937
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ISHARES TR
3 7 YR TREAS BD
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MSCI USA QLT FCT
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CORE DIV GRWTH
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FALN ANGLS USD
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JPMORGAN CHASE & CO.
COM
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SOLE
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0
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SMALL & MID CAP
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JANUS DETROIT STR TR
HENDRSON AAA CL
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SOLE
10090
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JASPER THERAPEUTICS INC
COM NEW
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SH
SOLE
10500
0
0
JOHNSON & JOHNSON
COM
478160104
242726
1589
SH
SOLE
1589
0
0
LOWES COS INC
COM
548661107
921647
4153
SH
SOLE
4153
0
0
MCKESSON CORP
COM
58155Q103
1038369
1417
SH
SOLE
1417
0
0
MICROSOFT CORP
COM
594918104
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SH
SOLE
5870
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0
MUELLER INDS INC
COM
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15561
SH
SOLE
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0
0
NVIDIA CORPORATION
COM
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36510
SH
SOLE
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0
ON SEMICONDUCTOR CORP
COM
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678604
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SH
SOLE
12948
0
0
PACER FDS TR
PAC ASSET FLTG
69374H428
496529
10431
SH
SOLE
10431
0
0
PEPSICO INC
COM
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SH
SOLE
21763
0
0
PHILIP MORRIS INTL INC
COM
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1309
SH
SOLE
1309
0
0
PROCTER AND GAMBLE CO
COM
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SH
SOLE
3317
0
0
RTX CORPORATION
COM
75513E101
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3345
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SOLE
3345
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TR UNIT
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SOLE
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SPDR GOLD TR
GOLD SHS
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SOLE
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S&P INTL ETF
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SOLE
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SPDR SERIES TRUST
ICE PFD SEC ETF
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SOLE
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SPDR SERIES TRUST
PRTFLO S&P500 VL
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PORTFOLI S&P1500
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PORTFOLIO S&P500
78464A854
232104
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SOLE
3193
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SBI MATERIALS
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4123
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SBI HEALTHCARE
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5814
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SOLE
5814
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SBI CONS STPLS
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SOLE
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0
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SBI CONS DISCR
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SOLE
10304
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0
SELECT SECTOR SPDR TR
INDL
81369Y704
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SH
SOLE
4407
0
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SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
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SELECT SECTOR SPDR TR
COMMUNICATION
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STRATEGY SHS
NS 7HANDL IDX
86280R506
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SOLE
12927
0
0
SUNCOR ENERGY INC NEW
COM
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SOLE
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0
0
TAIWAN SEMICONDUCTOR MFG LTD
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SOLE
1016
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0
TECK RESOURCES LTD
CL B
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788192
19519
SH
SOLE
19519
0
0
TESLA INC
COM
88160R101
630555
1985
SH
SOLE
1985
0
0
UNION PAC CORP
COM
907818108
204603
889
SH
SOLE
889
0
0
VANGUARD SPECIALIZED FUNDS
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SOLE
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VANGUARD WORLD FD
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SH
SOLE
878
0
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TOTAL BND MRKT
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SH
SOLE
13126
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VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
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SH
SOLE
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0
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VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
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SOLE
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0
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VANGUARD INTL EQUITY INDEX F
FTSE SMCAP ETF
922042718
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SH
SOLE
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0
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VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
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SH
SOLE
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0
VANGUARD WORLD FD
ENERGY ETF
92204A306
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SH
SOLE
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0
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VANGUARD WORLD FD
HEALTH CAR ETF
92204A504
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SH
SOLE
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0
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VANGUARD WORLD FD
INF TECH ETF
92204A702
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SOLE
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S&P 500 ETF SHS
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SMALL CP ETF
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TOTAL STK MKT
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SH
SOLE
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VIRCO MFG CO
COM
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241295
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SH
SOLE
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0
0
VISA INC
COM
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SH
SOLE
3121
0
0
WALMART INC
COM
931142103
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SH
SOLE
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0
0
WESTLAKE CORPORATION
COM
960413102
373031
4912
SH
SOLE
4912
0
0
WISDOMTREE TR
FUTRE STRAT FD
97717W125
513740
14551
SH
SOLE
14551
0
0
WISDOMTREE TR
US AI ENHANCED
97717W406
220673
1951
SH
SOLE
1951
0
0
EATON CORP PLC
SHS
G29183103
233304
653
SH
SOLE
653
0
0
GARMIN LTD
SHS
H2906T109
271298
1299
SH
SOLE
1299
0
0
INTERNATIONAL SEAWAYS INC
COM
Y41053102
454103
12448
SH
SOLE
12448
0
0