Valtinson Bruner Financial Planning LLC
Q2 2025 13F Holdings
- Locationnew brighton, MN
- Num holdings
155
- Value ($000)
$318,642
- Date Filed08/06/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ICSH ISHARES TR | ULTRA SHORT DUR | 46434V878 | $38.94M | 12 % | 767,895 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $20.49M | 6 % | 644,302 | ||
VUSB VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | $19.81M | 6 % | 397,267 | ||
EDV VANGUARD WORLD FD | EXTENDED DUR | 921910709 | $19.79M | 6 % | 294,107 | ||
XTWY BONDBLOXX ETF TRUST | BLOOMBERG TWENTY | 09789C796 | $18.44M | 6 % | 477,925 | ||
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $14.14M | 4 % | 194,522 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U752 | $13.51M | 4 % | 407,058 | ||
SPYV SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $12.40M | 4 % | 236,858 | ||
BMAY INNOVATOR ETFS TRUST | US EQTY BUFR MAY | 45782C326 | $9.06M | 3 % | 214,655 | ||
SPEM SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $7.73M | 2 % | 180,873 |
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