Valtinson Bruner Financial Planning LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
New Brighton, MN
CIK
0001761450
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 137 286,930 EDV, XTWY, SPLG, BUFR 13F-HR 11/5/2024 000176145024000004
Q2 2024 126 252,074 UTWY, UTHY, SPLG, SPYV 13F-HR 8/5/2024 000176145024000003
Q1 2024 121 234,711 SPIP, SPLG, SPYV, BMAY 13F-HR 4/29/2024 000176145024000002
Q4 2023 112 194,623 SPIP, BMAY, FFEB, SPLG 13F-HR 2/6/2024 000176145024000001
Q3 2023 111 182,787 BMAY, FFEB, SPLG, SPYV 13F-HR 10/24/2023 000176145023000005
Q2 2023 110 185,569 BMAY, FFEB, SPLG, SPYV 13F-HR 7/24/2023 000176145023000004
Q1 2023 111 175,137 BMAY, SPDW, FFEB, SPYV 13F-HR 5/5/2023 000176145023000003
Q4 2022 115 172,969 BMAY, SPYV, FFEB, SPDW 13F-HR 1/19/2023 000176145023000002
Q3 2022 102 162,057 BMAY, SPIP, FFEB, SPDW 13F-HR 11/9/2022 000176145022000006
Q2 2022 97 164,129 BMAY, SPIP, PNOV, FFEB 13F-HR 8/8/2022 000176145022000005
Q1 2022 94 174,652 BJUN, SPIP, PNOV, SPAB 13F-HR 4/15/2022 000176145022000004
Q4 2021 96 182,573 BJUN, SPIP, PNOV, SPAB 13F-HR 1/18/2022 000176145022000003
Q3 2021 94 182,168 BJUN, SPAB, BFEB, SPLG 13F-HR 10/21/2021 000176145021000007
Q2 2021 85 175,051 BJUN, SPAB, BFEB, FFEB 13F-HR 7/28/2021 000176145021000006
Q1 2021 83 169,831 SPAB, PSEP, FNOV, BFEB 13F-HR 4/16/2021 000176145021000005
Q4 2020 75 159,426 SPAB, PSEP, PAUG, FNOV 13F-HR 1/8/2021 000176145021000004
Q3 2020 71 142,685 SPAB, DFEB, PSEP, PAUG 13F-HR 11/3/2020 000176145020000006
Q2 2020 74 140,720 SPAB, PNOV, DFEB, PAUG 13F-HR 8/10/2020 000176145020000005
Q1 2020 71 123,959 PNOV, SPAB, DFEB, PAUG 13F-HR 5/5/2020 000176145020000004
Q4 2019 74 139,310 PNOV, SPAB, SPLG, PAUG 13F-HR 1/7/2020 000176145020000003
Q3 2019 67 122,765 SPAB, PAPR, PAUG, IJUL 13F-HR 10/17/2019 000176145019000005
Q2 2019 49 118,235 FLRN, BIL, PAPR, PJAN 13F-HR 7/17/2019 000176145019000004
Q1 2019 44 114,544 FLRN, BIL, PJAN, UJAN 13F-HR 4/22/2019 000176145019000003
Q4 2018 39 95,671 BIL, USFR, SPLG, MDT 13F-HR 1/29/2019 000176145019000001