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Home > Institutional Investor > Valtinson Bruner Financial Planning Llc > 13F Holdings

Instuitional Investor - Valtinson Bruner Financial Planning Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 369,801 $9,455,812 4.85%
2.
Innovator Etfs Tr
 234,982 $7,957,196 4.08%
3.
First Tr Exchng Traded Fd Vi
 178,191 $7,603,410 3.9%
4.
Spdr Series Trust
 132,663 $7,415,875 3.81%
5.
Spdr Series Trust
 154,792 $7,217,974 3.7%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)