Instuitional Investor - Valtinson Bruner Financial Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Valtinson Bruner Financial Planning Llc |
| Portfolio Value | $295,826,013 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - ULTRA SHORT-TERM | 700,551 | $35,517,921 | 12.01% | |
| 2. | Vanguard World Fd | 270,070 | $19,204,678 | 6.49% | |
| 3. | First Tr Exchng Traded Fd Vi | 636,696 | $18,903,504 | 6.39% | |
| 4. | Bondbloxx Etf Trust | 450,723 | $18,079,040 | 6.11% | |
| 5. | Vanguard Bd Index Fds - VANGUARD ULTRA | 343,751 | $17,137,708 | 5.79% |
