Valtinson Bruner Financial Planning LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | $1.22M | 0.4% |
| WORLD GOLD TR | $1.21M | 0.3% |
| XCEL ENERGY INC | $1.17M | 0.3% |
| FIRST TR EXCHNG TRADED FD VI | $1.16M | 0.3% |
| INNOVATOR ETFS TRUST | $1.12M | 0.3% |
| HONEYWELL INTERNATIONAL INC | $1.12M | 0.3% |
| Alphabet Inc. | $1.01M | 0.3% |
| INNOVATOR ETFS TRUST | $960.1K | 0.3% |
| FIRST TR EXCHNG TRADED FD VI | $894.8K | 0.3% |
| GRACO INC | $862.2K | 0.2% |
| VANGUARD INDEX FDS | $816.1K | 0.2% |
| RBB FD INC | $727.5K | 0.2% |
| INNOVATOR ETFS TRUST | $712.6K | 0.2% |
| INNOVATOR ETFS TRUST | $702.5K | 0.2% |
| SCHWAB STRATEGIC TR | $674.3K | 0.2% |
| INNOVATOR ETFS TRUST | $673.6K | 0.2% |
| INNOVATOR ETFS TRUST | $628.1K | 0.2% |
| SPDR SERIES TRUST | $601.2K | 0.2% |
| INNOVATOR ETFS TRUST | $579.1K | 0.2% |
| INVESCO EXCH TRD SLF IDX FD | $565.6K | 0.2% |
| UNITEDHEALTH GROUP INC | $563.7K | 0.2% |
| VANGUARD TAX-MANAGED FDS | $563.6K | 0.2% |
| INNOVATOR ETFS TRUST | $557.7K | 0.2% |
| RBB FD INC | $545.9K | 0.2% |
| SPDR GOLD TR | $544.9K | 0.2% |
| First Trust Exchange-Traded Fund VIII | $539.0K | 0.2% |
| INNOVATOR ETFS TRUST | $536.9K | 0.2% |
| ISHARES TR | $506.6K | 0.1% |
| RBB FD INC | $502.1K | 0.1% |
| SPDR SERIES TRUST | $501.5K | 0.1% |
| ELEVATION SERIES TRUST | $487.1K | 0.1% |
| INVESCO EXCH TRD SLF IDX FD | $486.1K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $484.1K | 0.1% |
| First Trust Exchange-Traded Fund VIII | $473.6K | 0.1% |
| INNOVATOR ETFS TRUST | $472.8K | 0.1% |
| ISHARES SILVER TR | $471.1K | 0.1% |
| JPMORGAN CHASE & CO | $470.8K | 0.1% |
| First Trust Exchange-Traded Fund VIII | $463.2K | 0.1% |
| CBIZ, Inc. | $437.8K | 0.1% |
| ISHARES TR | $432.2K | 0.1% |
| INVESCO EXCH TRD SLF IDX FD | $417.8K | 0.1% |
| RBB FD INC | $416.2K | 0.1% |
| INTUIT INC. | $413.3K | 0.1% |
| INNOVATOR ETFS TRUST | $411.8K | 0.1% |
| SPDR SERIES TRUST | $404.3K | 0.1% |
| INNOVATOR ETFS TRUST | $395.9K | 0.1% |
| INNOVATOR ETFS TRUST | $392.1K | 0.1% |
| Otter Tail Corp | $389.3K | 0.1% |
| Alphabet Inc. | $382.0K | 0.1% |
| INNOVATOR ETFS TRUST | $368.9K | 0.1% |