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Valtinson Bruner Financial Planning LLC

All holdings · as of Dec 31, 2025

164 positions

CompanyClassValueShares% of portfolio
SCHWAB STRATEGIC TR—$367.7K15,0870.1%
FIRST TR EXCHNG TRADED FD VI—$361.2K11,4030.1%
CATERPILLAR INC—$355.2K6200.1%
TARGET CORP—$352.3K3,6040.1%
SPDR SERIES TRUST—$351.9K3,6200.1%
SPDR SERIES TRUST—$350.4K13,5010.1%
ISHARES TR—$348.1K2,8240.1%
SPDR INDEX SHS FDS—$340.4K8,3320.1%
TC ENERGY CORP—$331.2K6,0210.1%
BANK OF AMERICA CORP /DE—$329.2K5,9850.1%
SPDR SERIES TRUST—$326.5K9,6580.1%
ISHARES TR—$324.7K6860.1%
INNOVATOR ETFS TRUST—$319.3K8,0660.1%
INNOVATOR ETFS TRUST—$318.8K10,0570.1%
FIRST TR EXCHNG TRADED FD VI—$313.2K11,8050.1%
BLACKROCK ETF TRUST—$312.1K4,2130.1%
INNOVATOR ETFS TRUST—$311.8K7,4630.1%
INNOVATOR ETFS TRUST—$307.6K7,1110.1%
VANGUARD SPECIALIZED FUNDS—$303.7K1,3820.1%
SPDR SERIES TRUST—$302.9K11,7650.1%
SPDR SERIES TRUST—$301.3K15,7930.1%
ISHARES TR—$299.5K1,5000.1%
ABBOTT LABORATORIES—$299.5K2,3900.1%
ROYAL BK CDA—$293.4K1,7210.1%
VANGUARD INDEX FDS—$292.1K9280.1%
Hawkins Inc—$288.7K2,0320.1%
LOCKHEED MARTIN CORP—$286.8K5930.1%
RBB FD INC—$285.3K6,5630.1%
Broadcom Inc.—$281.4K8130.1%
INNOVATOR ETFS TRUST—$277.4K5,6330.1%
ISHARES TR—$275.9K4030.1%
INVESCO EXCH TRD SLF IDX FD—$270.4K12,5690.1%
MORGAN STANLEY ETF TRUST—$267.2K3,1720.1%
ISHARES TR—$260.8K4,7670.1%
3M CO—$254.8K1,5910.1%
Meta Platforms Inc—$253.6K3840.1%
TRAVELERS COMPANIES, INC.—$252.1K8690.1%
STRYKER CORP—$250.6K7130.1%
INNOVATOR ETFS TRUST—$247.4K4,5050.1%
ISHARES TR—$242.8K1,8850.1%
WISDOMTREE TR—$240.1K4,7710.1%
RBB FD INC—$231.7K5,2590.1%
ENBRIDGE INC—$227.6K4,7580.1%
INNOVATOR ETFS TRUST—$223.5K4,4030.1%
INVESCO EXCH TRD SLF IDX FD—$223.5K8,5610.1%
VANGUARD ADMIRAL FDS INC—$223.2K5020.1%
RBB FD INC—$223.0K4,5270.1%
ISHARES TR—$222.5K2,4870.1%
ALLIANT ENERGY CORP—$220.1K3,3860.1%
SELECT SECTOR SPDR TR—$219.4K4,9060.1%
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