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Dominick Zizzo

@Ignite Planners, Llc

Latest period2024 - Q4ReportedManaged Assets$455.871MTotal holdings302
Assets growth rate4.44%Assets growth rate (2-Q avg)5.47%Continuous growth in asset value10 quarters

Portfolio positions

This chart displays the top 10 holdings in Ignite Planners, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 302 positions.

Assets under management

The assets under management (AUM) of Ignite Planners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 455.871M in assets, with a quarterly growth rate of 4.44% and a 2-quarter average growth rate of 5.47%. The portfolio is managed by Dominick Zizzo, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
JCPBJ P Morgan Exchange Traded F
Recent Activity
Increased 4.94%
1.3%
$5.91M
128,432 shares@ $46.03 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Increased 2.28%
1.15%
$5.226M
91,555 shares@ $57.08 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 293.5%
1.15%
$5.202M
221,839 shares@ $23.45 avg price
VOOVanguard Index Fds
Recent Activity
Increased 5.15%
1.05%
$4.78M
8,781 shares@ $544.41 avg price
FMAYFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 157.15%
1.05%
$4.762M
99,753 shares@ $47.75 avg price
VGTVanguard World Fd
Recent Activity
Increased 17.55%
1.04%
$4.733M
7,478 shares@ $632.9 avg price
METAMeta Platforms Inc
Recent Activity
Increased 1.3%
1.02%
$4.625M
7,650 shares@ $604.57 avg price
IUSBIshares Tr
Recent Activity
Increased 4.01%
0.94%
$4.267M
94,521 shares@ $45.15 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 0.54%
0.79%
$3.565M
61,487 shares@ $57.99 avg price
NACNuveen Ca Qualty Mun Income
Recent Activity
Increased 9.22%
0.73%
$3.302M
288,357 shares@ $11.46 avg price