Valtinson Bruner Financial Planning LLC
Q4 2024 13F Holdings
- Locationnew brighton, MN
- Num holdings
145
- Value ($000)
$286,373
- Date Filed02/10/2025
- 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 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
EDV VANGUARD WORLD FD | EXTENDED DUR | 921910709 | $23.57M | 8 % | 348,099 | ||
XTWY BONDBLOXX ETF TRUST | BLOOMBERG TWENTY | 09789C796 | $21.44M | 8 % | 555,560 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $14.59M | 5 % | 478,776 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $14.44M | 5 % | 209,393 | ||
ICSH ISHARES TR | ULTRA SHORT-TERM | 46434V878 | $14.05M | 5 % | 278,626 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $11.17M | 4 % | 218,468 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U752 | $9.47M | 3 % | 301,206 | ||
BMAY INNOVATOR ETFS TRUST | US EQTY BUFR MAY | 45782C326 | $8.95M | 3 % | 222,088 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $7.61M | 3 % | 198,395 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $7.38M | 3 % | 216,357 |
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