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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002009724

Sequent Planning LLC

OMAHA, NE · File #028-24139

Latest AUM
$392.9M
Positions
226
Top-10 Concentration
51.1%
Filings
8

Sector Allocation

Financials
4.5%$17.6M
Technology
2.6%$10.4M
Materials
0.6%$2.4M
Healthcare
0.5%$2.0M
Energy
0.3%$1.4M
Industrials
0.2%$885,557
Utilities
0.2%$659,186

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR464287226262,041$26.2M9.16%
2FRANKLIN TEMPLETON ETF TRFGDL323,278$19.3M6.76%
3FRANKLIN TEMPLETON ETF TRFGDL850,538$18.4M6.44%
4FIRST TR EXCHNG TRADED FD VI33740F367466,976$17.6M6.17%
5FIRST TR EXCHNG TRADED FD VI33740F649508,569$16.5M5.79%
6FRANKLIN TEMPLETON ETF TRFGDL184,040$12.8M4.47%
7SELECT SECTOR SPDR TR81369Y80368,379$9.8M3.45%
8FIRST TR EXCHNG TRADED FD VI33740U695232,226$9.1M3.19%
9SPDR GOLD TRGLD21,091$8.4M2.93%
10FIRST TR EXCHNG TRADED FD VI33740F151351,975$7.9M2.77%
11LEGG MASON ETF INVT52468L406162,722$6.5M2.27%
12AMAZON COM INCAMZN26,084$6.0M2.11%
13FRANKLIN TEMPLETON ETF TRFGDL291,898$6.0M2.10%
14FIRST TR EXCHNG TRADED FD VI33740F672122,211$5.4M1.89%
15ISHARES INC46434G10377,742$5.2M1.83%
16ALPHABET INCGOOG16,242$5.1M1.78%
17FIRST TR EXCHNG TRADED FD VI33740U786121,900$5.0M1.75%
18ISHARES TR46432F84254,360$4.9M1.70%
19FIRST TR EXCHNG TRADED FD VI33740F581145,271$4.8M1.68%
20FIRST TR EXCHNG TRADED FD VI33740F805106,260$4.7M1.65%