Valtinson Bruner Financial Planning LLC
Q3 2025 13F Holdings
- Locationnew brighton, MN
- Num holdings
161
- Value ($000)
$337,545
- Date Filed 11/04/2025
- Form type13F-HR
- CIK 0001761450
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
I ISHARES TR | ULTRA SHORT DUR | 46434V878 | $34.06M | 10 % | 671,175 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | $22.04M | 7 % | 659,402 | ||
E VANGUARD WORLD FD | EXTENDED DUR | 921910709 | $20.72M | 6 % | 302,750 | ||
X BONDBLOXX ETF TRUST | BLOOMBERG TWENTY | 09789C796 | $19.29M | 6 % | 493,987 | ||
V VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | $19.21M | 6 % | 384,207 | ||
K SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $17.01M | 5 % | 217,135 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740U752 | $14.41M | 4 % | 413,635 | ||
S SPDR SERIES TRUST | PRTFLO S&P500 VL | 78464A508 | $13.77M | 4 % | 248,810 | ||
B INNOVATOR ETFS TRUST | US EQTY BUFR MAY | 45782C326 | $9.25M | 3 % | 211,038 | ||
S SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | $8.95M | 3 % | 191,174 |
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