Instuitional Investor - Valtinson Bruner Financial Planning Llc
Fund Profile
Filing Period:
Fund Name: | Valtinson Bruner Financial Planning Llc |
Portfolio Value | $304,724,827 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard World Fd | 348,099 | $23,573,264 | 8.23% | |
2. | Bondbloxx Etf Trust | 555,560 | $21,439,060 | 7.48% | |
3. | First Tr Exchng Traded Fd Vi | 478,776 | $14,588,305 | 5.09% | |
4. | Spdr Series Trust | 209,393 | $14,435,530 | 5.04% | |
5. | Ishares Tr | 278,626 | $14,051,109 | 4.9% |