Instuitional Investor - Valtinson Bruner Financial Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Valtinson Bruner Financial Planning Llc |
| Portfolio Value | $399,091,137 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - ULTRA SHORT DUR | 812,880 | $41,115,464 | 10.3% | |
| 2. | First Tr Exchng Traded Fd Vi - FT LADD BUFF ETF | 663,198 | $24,226,623 | 6.07% | |
| 3. | XONE | 603,424 | $22,649,535 | 5.68% | |
| 4. | Vanguard World Fd | 335,469 | $21,832,349 | 5.47% | |
| 5. | KRE | 231,448 | $20,339,642 | 5.1% |