Valtinson Bruner Financial Planning LLC Q4 2024 Filing

Filed February 10, 2025

Portfolio Value

$286.4M

Holdings

145

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (145 positions)

StockValue
LCTUBLACKROCK ETF TRUST
$350K
PDECINNOVATOR ETFS TRUST
$344K
BSJQINVESCO EXCH TRD SLF IDX FD
$341K
ESGUISHARES TR
$340K
KJULINNOVATOR ETFS TRUST
$334K
UTWORBB FD INC
$331K
BSJSINVESCO EXCH TRD SLF IDX FD
$323K
PMAYINNOVATOR ETFS TRUST
$315K
KJANINNOVATOR ETFS TRUST
$308K
VVVANGUARD INDEX FDS
$300K
USFRWISDOMTREE TR
$295K
SCHBSCHWAB STRATEGIC TR
$292K
UTWYRBB FD INC
$291K
USVNRBB FD INC
$285K
MINNTRUST FOR PROFESSIONAL MANAG
$282K
GQ9SPDR GOLD TR
$281K
TRPTC ENERGY CORP
$280K
GWXSPDR INDEX SHS FDS
$276K
LMTLOCKHEED MARTIN CORP
$271K
ABTABBOTT LABS
$270K
HWKNHAWKINS INC
$264K
DSIISHARES TR
$260K
FJULFIRST TR EXCHNG TRADED FD VI
$260K
BACBANK AMERICA CORP
$259K
IWFISHARES TR
$256K
USXFISHARES TR
$255K
CATCATERPILLAR INC
$247K
PJULINNOVATOR ETFS TRUST
$241K
UTENRBB FD INC
$236K
SYKSTRYKER CORPORATION
$234K
XLESELECT SECTOR SPDR TR
$234K
IVVISHARES TR
$233K
AVGOBROADCOM INC
$228K
EEMISHARES TR
$226K
NJANINNOVATOR ETFS TRUST
$225K
SCHMSCHWAB STRATEGIC TR
$221K
UJANINNOVATOR ETFS TRUST
$219K
IYWISHARES TR
$212K
BIZDVANECK ETF TRUST
$208K
TRVTRAVELERS COMPANIES INC
$208K
RYROYAL BK CDA
$207K
IVWISHARES TR
$206K
SBUXSTARBUCKS CORP
$204K
VIGVANGUARD SPECIALIZED FUNDS
$202K
LNTALLIANT ENERGY CORP
$200K
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