Instuitional Investor - Valtinson Bruner Financial Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Valtinson Bruner Financial Planning Llc |
| Portfolio Value | $347,583,673 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - ULTRA SHORT DUR | 731,069 | $36,977,455 | 10.64% | |
| 2. | XONE | 551,871 | $20,882,784 | 6.01% | |
| 3. | Vanguard World Fd | 319,639 | $20,779,758 | 5.98% | |
| 4. | First Tr Exchng Traded Fd Vi | 573,706 | $19,655,168 | 5.65% | |
| 5. | Spdr Series Trust | 217,816 | $17,473,208 | 5.03% |