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Valtinson Bruner Financial Planning LLC

All holdings · as of Dec 31, 2025

164 positions

CompanyClassValueShares% of portfolio
INNOVATOR ETFS TRUST$318.8K10,0570.1%
INNOVATOR ETFS TRUST$319.3K8,0660.1%
ISHARES TR$324.7K6860.1%
SPDR SERIES TRUST$326.5K9,6580.1%
BANK OF AMERICA CORP /DE$329.2K5,9850.1%
TC ENERGY CORP$331.2K6,0210.1%
SPDR INDEX SHS FDS$340.4K8,3320.1%
ISHARES TR$348.1K2,8240.1%
SPDR SERIES TRUST$350.4K13,5010.1%
SPDR SERIES TRUST$351.9K3,6200.1%
TARGET CORP$352.3K3,6040.1%
CATERPILLAR INC$355.2K6200.1%
FIRST TR EXCHNG TRADED FD VI$361.2K11,4030.1%
SCHWAB STRATEGIC TR$367.7K15,0870.1%
INNOVATOR ETFS TRUST$368.9K8,9060.1%
Alphabet Inc.$382.0K1,2170.1%
Otter Tail Corp$389.3K4,8170.1%
INNOVATOR ETFS TRUST$392.1K9,0380.1%
INNOVATOR ETFS TRUST$395.9K16,5330.1%
SPDR SERIES TRUST$404.3K6,9820.1%
INNOVATOR ETFS TRUST$411.8K8,2290.1%
INTUIT INC.$413.3K6240.1%
RBB FD INC$416.2K8,5640.1%
INVESCO EXCH TRD SLF IDX FD$417.8K17,9020.1%
ISHARES TR$432.2K2,9010.1%
CBIZ, Inc.$437.8K8,6780.1%
First Trust Exchange-Traded Fund VIII$463.2K8,7480.1%
JPMORGAN CHASE & CO$470.8K1,4610.1%
ISHARES SILVER TR$471.1K7,3130.1%
INNOVATOR ETFS TRUST$472.8K9,5390.1%
First Trust Exchange-Traded Fund VIII$473.6K14,8740.1%
COSTCO WHOLESALE CORP /NEW$484.1K5610.1%
INVESCO EXCH TRD SLF IDX FD$486.1K22,0940.1%
ELEVATION SERIES TRUST$487.1K11,5240.1%
SPDR SERIES TRUST$501.5K4,7000.1%
RBB FD INC$502.1K10,0030.1%
ISHARES TR$506.6K4,9830.1%
INNOVATOR ETFS TRUST$536.9K9,9990.2%
First Trust Exchange-Traded Fund VIII$539.0K9,8300.2%
SPDR GOLD TR$544.9K1,3750.2%
RBB FD INC$545.9K13,2320.2%
INNOVATOR ETFS TRUST$557.7K15,8750.2%
VANGUARD TAX-MANAGED FDS$563.6K9,0220.2%
UNITEDHEALTH GROUP INC$563.7K1,7080.2%
INVESCO EXCH TRD SLF IDX FD$565.6K25,0090.2%
INNOVATOR ETFS TRUST$579.1K14,2210.2%
SPDR SERIES TRUST$601.2K3,4520.2%
INNOVATOR ETFS TRUST$628.1K14,3020.2%
INNOVATOR ETFS TRUST$673.6K17,2180.2%
SCHWAB STRATEGIC TR$674.3K25,0590.2%
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