Chief Compliance Officer

0001085146-24-002911.txt : 20240712 0001085146-24-002911.hdr.sgml : 20240712 20240712143749 ACCESSION NUMBER: 0001085146-24-002911 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240712 DATE AS OF CHANGE: 20240712 EFFECTIVENESS DATE: 20240712 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: 241114175 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 06-30-2024 06-30-2024 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 07-12-2024 0 290 409869847 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE 3M CO COM 88579Y101 BBG001S5T7X2 818150 8076 SH SOLE 0 0 8076 ABBOTT LABS COM 002824100 BBG001S5N9M6 459837 4421 SH SOLE 0 0 4421 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 710237 4247 SH SOLE 0 0 4247 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 248286 830 SH SOLE 0 0 830 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 479601 2790 SH SOLE 0 0 2790 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 BBG006G2JWB1 401739 5391 SH SOLE 0 0 5391 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 2915778 15298 SH SOLE 0 0 15298 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 2503414 13041 SH SOLE 0 0 13041 ALTRIA GROUP INC COM 02209S103 BBG001S5T8T5 1113945 24164 SH SOLE 0 0 24164 AMAZON COM INC COM 023135106 BBG001S5PQL7 6371891 31859 SH SOLE 0 0 31859 AMERICAN ELEC PWR CO INC COM 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COM 74340W103 BBG001S5NMN6 288667 2522 SH SOLE 0 0 2522 PROSHARES TR ULTRAPRO QQQ 74347X831 BBG001T6S396 272236 3335 SH SOLE 0 0 3335 PRUDENTIAL FINL INC COM 744320102 BBG001S97MM7 229590 1965 SH SOLE 0 0 1965 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 BBG001S5V3C1 299020 4037 SH SOLE 0 0 4037 QUALCOMM INC COM 747525103 BBG001S6VS70 1796894 8733 SH SOLE 0 0 8733 RBB FD INC US TREAS 3 MNTH 74933W452 BBG01922X1R4 585326 11739 SH SOLE 0 0 11739 REALTY INCOME CORP COM 756109104 BBG001S884K0 278307 5242 SH SOLE 0 0 5242 RENASANT CORP COM 75970E107 BBG001S5V5B7 464270 15590 SH SOLE 0 0 15590 REPUBLIC SVCS INC COM 760759100 BBG001S9DL33 274600 1409 SH SOLE 0 0 1409 ROYAL CARIBBEAN GROUP COM V7780T103 BBG001S5RMJ7 278912 1779 SH SOLE 0 0 1779 SALESFORCE INC COM 79466L302 BBG001SDLP09 345077 1311 SH SOLE 0 0 1311 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 BBG001T6L7D9 916805 33843 SH SOLE 0 0 33843 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 BBG001T66WN0 23747188 227507 SH SOLE 0 0 227507 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 BBG001T66WQ7 305501 4131 SH SOLE 0 0 4131 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 BBG001T5XQV6 3680412 56207 SH SOLE 0 0 56207 SELECT SECTOR SPDR TR ENERGY 81369Y506 BBG001S7T1S7 711485 7897 SH SOLE 0 0 7897 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 BBG00B597137 1418376 37034 SH SOLE 0 0 37034 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG001S7T107 2041775 26386 SH SOLE 0 0 26386 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 BBG001S7TCZ5 692817 2975 SH SOLE 0 0 2975 SEMPRA COM 816851109 BBG001SBVZ73 807224 10604 SH SOLE 0 0 10604 SHELL PLC SPON ADS 780259305 BBG0147BN6H1 607862 8298 SH SOLE 0 0 8298 SILA REALTY TRUST INC COMMON STOCK 146280508 BBG005NB8NR0 249266 11648 SH SOLE 0 0 11648 SIXTH STREET SPECIALTY LENDI COM 83012A109 BBG001V064L4 1055530 48598 SH SOLE 0 0 48598 SNOWFLAKE INC CL A 833445109 BBG007DHGNK2 290044 2028 SH SOLE 0 0 2028 SOUTHERN CO COM 842587107 BBG001S5W777 1223824 15682 SH SOLE 0 0 15682 SPDR INDEX SHS FDS MSCI WRLD STRGIC 78463X418 BBG006LCS5J4 2325436 19103 SH SOLE 0 0 19103 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 BBG001SRXRJ1 5984364 166833 SH SOLE 0 0 166833 SPDR S&P 500 ETF TR TR UNIT 78462F103 BBG001S72SM3 7798695 14061 SH SOLE 0 0 14061 SPDR SER TR BBG CONV SEC ETF 78464A359 BBG001T2PMD1 2165942 29995 SH SOLE 0 0 29995 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 BBG001STKCW9 206858 2261 SH SOLE 0 0 2261 SPDR SER TR PORTFOLIO INTRMD 78464A375 BBG001T2HCY9 5283543 161626 SH SOLE 0 0 161626 SPDR SER TR PRTFLO S&P500 GW 78464A409 BBG001SD7RB9 1805034 21759 SH SOLE 0 0 21759 SPDR SER TR PRTFLO S&P500 HI 78468R788 BBG00B6WD879 424067 10615 SH SOLE 0 0 10615 SPDR SER TR PRTFLO S&P500 VL 78464A508 BBG001SG4284 5806660 119355 SH SOLE 0 0 119355 SPDR SER TR S&P 400 MDCP GRW 78464A821 BBG001SPTBN0 311406 3740 SH SOLE 0 0 3740 SPDR SER TR S&P 400 MDCP VAL 78464A839 BBG001SPTBM1 2045863 28423 SH SOLE 0 0 28423 SPDR SER TR S&P 600 SMCP GRW 78464A201 BBG001SG4275 1607820 18884 SH SOLE 0 0 18884 SPDR SER TR S&P 600 SMCP VAL 78464A300 BBG001SG3JV2 1591340 20605 SH SOLE 0 0 20605 SPDR SER TR S&P BK ETF 78464A797 BBG001SPTB32 214620 4719 SH SOLE 0 0 4719 SPDR SER TR S&P CAP MKTS 78464A771 BBG001SPTB41 419992 3795 SH SOLE 0 0 3795 SPDR SER TR S&P OILGAS EXP 78468R556 BBG001SB12P9 235823 1638 SH SOLE 0 0 1638 SPOTIFY TECHNOLOGY S A SHS L8681T102 BBG003T4VFD1 230033 726 SH SOLE 0 0 726 SPROTT PHYSICAL SILVER TR TR UNIT 85207K107 BBG001T96GD0 151860 14286 SH SOLE 0 0 14286 STARBUCKS CORP COM 855244109 BBG001S72KH6 420702 5532 SH SOLE 0 0 5532 SUPER MICRO COMPUTER INC COM 86800U104 BBG001SQGH95 322547 381 SH SOLE 0 0 381 SYNOPSYS INC COM 871607107 BBG001S5VTR8 378372 609 SH SOLE 0 0 609 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 BBG001S5WWW4 329527 1791 SH SOLE 0 0 1791 TEMPLETON EMERGING MKTS INCO COM 880192109 BBG001S5WMJ1 82113 15291 SH SOLE 0 0 15291 TESLA INC COM 88160R101 BBG001SQKGD7 5006508 19905 SH SOLE 0 0 19905 TEXAS INSTRS INC COM 882508104 BBG001S5WYZ7 265385 1335 SH SOLE 0 0 1335 TIDAL TR II NICHOLAS FIXED 88634T535 BBG01BTRTRF6 237255 12252 SH SOLE 0 0 12252 T-MOBILE US INC COM 872590104 BBG001SKR9Y6 363926 2030 SH SOLE 0 0 2030 TRUIST FINL CORP COM 89832Q109 BBG001S5YYC0 679768 17786 SH SOLE 0 0 17786 TRUSTMARK CORP COM 898402102 BBG001S6JGT6 4115068 140159 SH SOLE 0 0 140159 UNILEVER PLC SPON ADR NEW 904767704 BBG001S5X1K4 543063 9787 SH SOLE 0 0 9787 UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 BBG001SG1LP6 745343 88943 SH SOLE 0 0 88943 UNITED PARCEL SERVICE INC CL B 911312106 BBG001SDGSH1 486107 3565 SH SOLE 0 0 3565 UNITED STS OIL FD LP UNITS 91232N207 BBG001SQNKR0 475175 5844 SH SOLE 0 0 5844 UNITEDHEALTH GROUP INC COM 91324P102 BBG001S6WCJ1 594052 1217 SH SOLE 0 0 1217 US BANCORP DEL COM NEW 902973304 BBG001S6T8C1 427253 10944 SH SOLE 0 0 10944 VALLEY NATL BANCORP COM 919794107 BBG001S7H654 414122 62937 SH SOLE 0 0 62937 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 BBG002D68GN8 1673807 6206 SH SOLE 0 0 6206 VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 921932505 BBG001TC6MF8 806646 2335 SH SOLE 0 0 2335 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 BBG001SMD2X3 239507 2868 SH SOLE 0 0 2868 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 BBG001TC6MC1 4264985 8366 SH SOLE 0 0 8366 VANGUARD INDEX FDS VALUE ETF 922908744 BBG001SHVR78 241837 1508 SH SOLE 0 0 1508 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 BBG001T62M92 877884 15022 SH SOLE 0 0 15022 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 BBG001T62M56 234916 3058 SH SOLE 0 0 3058 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 BBG001T62MF5 440275 9670 SH SOLE 0 0 9670 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 BBG001T62M74 358718 6188 SH SOLE 0 0 6188 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 BBG001T62KZ7 600083 7748 SH SOLE 0 0 7748 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 92206C680 BBG001TCH518 211552 2175 SH SOLE 0 0 2175 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 BBG001SQX4T3 888841 4831 SH SOLE 0 0 4831 VANGUARD WORLD FD CONSUM DIS ETF 92204A108 BBG001SHVTQ3 4351269 13596 SH SOLE 0 0 13596 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 BBG001SHVR32 217543 824 SH SOLE 0 0 824 VANGUARD WORLD FD INF TECH ETF 92204A702 BBG001SHTTR5 3364366 5646 SH SOLE 0 0 5646 VERIZON COMMUNICATIONS INC COM 92343V104 BBG001S67QY1 1425649 34545 SH SOLE 0 0 34545 VIRTUS ETF TR II SEIX SR LN ETF 92790A405 BBG00NZW3T03 6200701 259988 SH SOLE 0 0 259988 VISA INC COM CL A 92826C839 BBG001SRCFY3 736801 2725 SH SOLE 0 0 2725 WALMART INC COM 931142103 BBG001S5XH92 2065576 29491 SH SOLE 0 0 29491 WASTE MGMT INC DEL COM 94106L109 BBG001S5XH47 206545 982 SH SOLE 0 0 982 WHITESTONE REIT COM 966084204 BBG001SM3736 316712 23957 SH SOLE 0 0 23957 WILLIAMS COS INC COM 969457100 BBG001S5XH10 808139 19023 SH SOLE 0 0 19023 WILLIAMS SONOMA INC COM 969904101 BBG001SBW7S1 437235 1562 SH SOLE 0 0 1562 WISDOMTREE TR EM LCL DEBT FD 97717X867 BBG001SVS9X2 1927703 72688 SH SOLE 0 0 72688 WISDOMTREE TR INDIA ERNGS FD 97717W422 BBG001T21LV9 310658 6295 SH SOLE 0 0 6295 WISDOMTREE TR JAPN HEDGE EQT 97717W851 BBG001SHL470 233280 2025 SH SOLE 0 0 2025 WP CAREY INC COM 92936U109 BBG001S67MM3 315709 5736 SH SOLE 0 0 5736 ZACKS TRUST EARNGS CONSTANT 98888G105 BBG01292K070 455208 15568 SH SOLE 0 0 15568 ZACKS TRUST SMALL/MID CAP 98888G204 BBG01JLG9RS9 245437 8119 SH SOLE 0 0 8119