Valtinson Bruner Financial Planning LLC
Q4 2025 13F Holdings
- Locationnew brighton, MN
- Num holdings
165
- Value ($000)
$347,584
- Date Filed02/09/2026
- Form type13F-HR
- CIK0001761450
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | ULTRA SHORT DUR | 46434V878 | $36.98M | 11 % | 731,069 | ||
BONDBLOXX ETF TRUST | BLOOMBERG TWENTY | 09789C796 | $20.88M | 6 % | 551,871 | ||
VANGUARD WORLD FD | EXTENDED DUR | 921910709 | $20.78M | 6 % | 319,639 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $19.66M | 6 % | 573,706 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $17.47M | 5 % | 217,816 | ||
VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | $17.18M | 5 % | 344,647 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U752 | $14.55M | 4 % | 405,874 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A508 | $14.12M | 4 % | 248,514 | ||
INNOVATOR ETFS TRUST | EQUITY DUAL DIRE | 45784N528 | $10.7M | 3 % | 495,178 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $9.22M | 3 % | 207,706 |
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