Instuitional Investor - Valtinson Bruner Financial Planning Llc
Fund Profile
Filing Period:
Fund Name: | Valtinson Bruner Financial Planning Llc |
Portfolio Value | $324,591,080 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Ishares Tr - ULTRA SHORT DUR | 767,895 | $38,939,932 | 12.22% | |
2. | First Tr Exchng Traded Fd Vi | 644,302 | $20,488,804 | 6.43% | |
3. | Vanguard Bd Index Fds - VANGUARD ULTRA | 397,267 | $19,809,696 | 6.22% | |
4. | Vanguard World Fd | 294,107 | $19,793,401 | 6.21% | |
5. | Bondbloxx Etf Trust | 477,925 | $18,435,581 | 5.79% |