Valtinson Bruner Financial Planning LLC
Q1 2025 13F Holdings
- Locationnew brighton, MN
- Num holdings
145
- Value ($000)
$295,826
- Date Filed05/14/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ICSH ISHARES TR | ULTRA SHORT-TERM | 46434V878 | $35.52M | 12 % | 700,551 | ||
EDV VANGUARD WORLD FD | EXTENDED DUR | 921910709 | $19.20M | 7 % | 270,070 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $18.90M | 6 % | 636,696 | ||
XTWY BONDBLOXX ETF TRUST | BLOOMBERG TWENTY | 09789C796 | $18.08M | 6 % | 450,723 | ||
VUSB VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | $17.14M | 6 % | 343,751 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U752 | $12.00M | 4 % | 401,809 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $11.35M | 4 % | 222,291 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $11.12M | 4 % | 305,334 | ||
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $10.58M | 4 % | 160,897 | ||
BMAY INNOVATOR ETFS TRUST | US EQTY BUFR MAY | 45782C326 | $8.71M | 3 % | 219,684 |
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