170 is the total number of securities Valtinson Bruner Financial Planning LLC has owned. The longest Valtinson Bruner Financial Planning LLC has owned a single stock is 20 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SPLG | SPDR SER TR | 20 | 20 | 0.39% | 3.54% | 7.53% | Q4 2018 | Q3 2023 | 20 |
MDT | MEDTRONIC PLC | 20 | 20 | 0.99% | 1.93% | 3.19% | Q4 2018 | Q3 2023 | 20 |
AAPL | APPLE INC | 20 | 20 | 0.65% | 0.97% | 1.35% | Q4 2018 | Q3 2023 | 20 |
HON | HONEYWELL INTL INC | 20 | 20 | 0.71% | 0.85% | 1.04% | Q4 2018 | Q3 2023 | 20 |
ECL | ECOLAB INC | 20 | 20 | 0.52% | 0.84% | 1.38% | Q4 2018 | Q3 2023 | 20 |
XEL | XCEL ENERGY INC | 20 | 20 | 0.71% | 0.83% | 1.07% | Q4 2018 | Q3 2023 | 20 |
MSFT | MICROSOFT CORP | 20 | 20 | 0.51% | 0.65% | 0.86% | Q4 2018 | Q3 2023 | 20 |
UNH | UNITEDHEALTH GROUP INC | 20 | 20 | 0.38% | 0.55% | 0.75% | Q4 2018 | Q3 2023 | 20 |
SPY | SPDR S&P 500 ETF TR | 20 | 20 | 0.34% | 0.52% | 0.76% | Q4 2018 | Q3 2023 | 20 |
VOO | VANGUARD INDEX FDS | 20 | 20 | 0.17% | 0.41% | 0.60% | Q4 2018 | Q3 2023 | 20 |
BRKB | BERKSHIRE HATHAWAY INC... | 20 | 20 | 0.28% | 0.41% | 0.56% | Q4 2018 | Q3 2023 | 20 |
TGT | TARGET CORP | 20 | 20 | 0.21% | 0.38% | 0.55% | Q4 2018 | Q3 2023 | 20 |
AMZN | AMAZON COM INC | 20 | 20 | 0.18% | 0.30% | 0.47% | Q4 2018 | Q3 2023 | 20 |
ITOT | ISHARES TR | 20 | 20 | 0.18% | 0.29% | 0.50% | Q4 2018 | Q3 2023 | 20 |
QUS | SPDR SER TR | 20 | 20 | 0.22% | 0.27% | 0.32% | Q4 2018 | Q3 2023 | 20 |
GOOGL | ALPHABET INC | 20 | 20 | 0.16% | 0.21% | 0.27% | Q4 2018 | Q3 2023 | 20 |
DCI | DONALDSON INC | 20 | 20 | 0.12% | 0.20% | 0.41% | Q4 2018 | Q3 2023 | 20 |
BIZD | VANECK VECTORS ETF TRUST | 20 | 20 | 0.09% | 0.12% | 0.17% | Q4 2018 | Q3 2023 | 20 |
SPEM | SPDR INDEX SHS FDS | 14 | 5 | 0.34% | 1.88% | 3.70% | Q4 2018 | Q3 2023 | 19 |
SPYG | SPDR SER TR | 14 | 5 | 0.14% | 1.75% | 4.03% | Q4 2018 | Q3 2023 | 19 |
QQQ | INVESCO QQQ TR | 16 | 3 | 0.62% | 0.75% | 0.87% | Q4 2018 | Q3 2023 | 19 |
BJAN | INNOVATOR ETFS TR | 19 | 19 | 0.13% | 0.46% | 1.51% | Q1 2019 | Q3 2023 | 19 |
ESGU | ISHARES TR | 14 | 5 | 0.16% | 0.21% | 0.30% | Q4 2018 | Q3 2023 | 19 |
POCT | INNOVATOR ETFS TR | 18 | 18 | 0.25% | 1.30% | 2.88% | Q2 2019 | Q3 2023 | 18 |
BAC | BK OF AMERICA CORP | 18 | 18 | 0.15% | 0.21% | 0.26% | Q4 2018 | Q1 2023 | 18 |
SPIP | SPDR SER TR | 17 | 17 | 1.79% | 3.03% | 5.42% | Q3 2019 | Q3 2023 | 17 |
SPDW | SPDR INDEX SHS FDS | 14 | 3 | 0.28% | 2.98% | 4.86% | Q2 2019 | Q3 2023 | 17 |
PSEP | INNOVATOR ETFS TR | 17 | 17 | 0.92% | 2.13% | 6.58% | Q3 2019 | Q3 2023 | 17 |
SPMD | SPDR SER TR | 17 | 17 | 0.20% | 0.32% | 0.69% | Q3 2019 | Q3 2023 | 17 |
GWX | SPDR INDEX SHS FDS | 17 | 17 | 0.16% | 0.30% | 0.62% | Q3 2019 | Q3 2023 | 17 |
OTTR | OTTER TAIL CORP | 9 | 3 | 0.12% | 0.27% | 0.48% | Q4 2018 | Q3 2023 | 17 |
BOCT | INNOVATOR ETFS TR | 9 | 8 | 0.20% | 0.27% | 0.35% | Q2 2019 | Q3 2023 | 17 |
CBZ | CBIZ INC | 17 | 17 | 0.15% | 0.20% | 0.26% | Q3 2019 | Q3 2023 | 17 |
LMT | LOCKHEED MARTIN CORP | 17 | 17 | 0.12% | 0.15% | 0.18% | Q3 2019 | Q3 2023 | 17 |
SPYV | SPDR SER TR | 11 | 5 | 0.13% | 1.92% | 3.97% | Q4 2018 | Q3 2023 | 16 |
BJUL | INNOVATOR ETFS TR | 10 | 6 | 0.31% | 0.95% | 1.51% | Q3 2019 | Q3 2023 | 16 |
VB | VANGUARD INDEX FDS | 16 | 16 | 0.22% | 0.90% | 1.51% | Q4 2019 | Q3 2023 | 16 |
NOCT | INNOVATOR ETFS TR | 16 | 16 | 0.26% | 0.68% | 1.07% | Q4 2019 | Q3 2023 | 16 |
WFC | WELLS FARGO CO NEW | 11 | 5 | 0.13% | 0.28% | 0.46% | Q4 2018 | Q3 2023 | 16 |
PNOV | INNOVATOR ETFS TR | 8 | 7 | 0.12% | 3.71% | 14.22% | Q4 2019 | Q3 2023 | 15 |
PAPR | INNOVATOR ETFS TR | 11 | 2 | 0.40% | 2.78% | 14.17% | Q2 2019 | Q3 2023 | 15 |
BSEP | INNOVATOR ETFS TR | 9 | 6 | 0.30% | 1.57% | 5.25% | Q3 2019 | Q3 2023 | 15 |
EJAN | INNOVATOR ETFS TR | 15 | 15 | 0.28% | 1.37% | 2.02% | Q1 2020 | Q3 2023 | 15 |
KJAN | INNOVATOR ETFS TR | 15 | 15 | 0.17% | 1.12% | 2.08% | Q1 2020 | Q3 2023 | 15 |
VTI | VANGUARD INDEX FDS | 15 | 15 | 0.36% | 0.62% | 2.06% | Q1 2020 | Q3 2023 | 15 |
VO | VANGUARD INDEX FDS | 13 | 2 | 0.14% | 0.59% | 0.87% | Q4 2019 | Q3 2023 | 15 |
VZ | VERIZON COMMUNICATIONS... | 15 | 15 | 0.12% | 0.18% | 0.27% | Q4 2018 | Q2 2022 | 15 |
USFR | WISDOMTREE TR | 14 | 14 | 0.22% | 2.87% | 34.22% | Q4 2018 | Q1 2022 | 14 |
FJUN | FIRST TR EXCHNG TRADED... | 14 | 14 | 0.12% | 1.97% | 3.04% | Q2 2020 | Q3 2023 | 14 |
HYGV | FLEXSHARES TR | 13 | 1 | 0.46% | 1.87% | 2.94% | Q3 2019 | Q1 2023 | 14 |
RAVI | FLEXSHARES TR | 13 | 1 | 0.23% | 1.39% | 2.83% | Q3 2019 | Q1 2023 | 14 |
GGG | GRACO INC | 14 | 14 | 0.39% | 0.46% | 0.56% | Q2 2020 | Q3 2023 | 14 |
VSS | VANGUARD INTL EQUITY I... | 12 | 2 | 0.16% | 0.35% | 0.50% | Q4 2019 | Q3 2023 | 14 |
BMAY | INNOVATOR ETFS TR | 10 | 3 | 0.98% | 3.38% | 7.08% | Q2 2020 | Q3 2023 | 13 |
UJAN | INNOVATOR ETFS TR | 13 | 13 | 0.46% | 2.28% | 8.84% | Q1 2019 | Q1 2022 | 13 |
BFEB | INNOVATOR ETFS TR | 11 | 2 | 0.19% | 2.18% | 5.37% | Q1 2020 | Q3 2023 | 13 |
SPAB | SPDR SER TR | 11 | 1 | 0.66% | 8.14% | 14.21% | Q3 2019 | Q3 2023 | 12 |
PAUG | INNOVATOR ETFS TR | 7 | 5 | 0.19% | 3.57% | 7.57% | Q3 2019 | Q3 2023 | 12 |
KAPR | INNOVATOR ETFS TR | 11 | 1 | 0.61% | 2.41% | 2.87% | Q2 2020 | Q3 2023 | 12 |
BAPR | INNOVATOR ETFS TR | 11 | 1 | 0.82% | 2.21% | 3.00% | Q1 2020 | Q3 2023 | 12 |
FNOV | FIRST TR EXCHNG TRADED... | 12 | 12 | 0.13% | 1.59% | 5.68% | Q4 2020 | Q3 2023 | 12 |
SPYD | SPDR SER TR | 7 | 5 | 0.13% | 0.41% | 1.17% | Q4 2018 | Q3 2023 | 12 |
INTU | INTUIT | 12 | 12 | 0.14% | 0.16% | 0.21% | Q4 2020 | Q3 2023 | 12 |
FFEB | FIRST TR EXCHNG TRADED... | 11 | 11 | 3.92% | 4.07% | 4.28% | Q1 2021 | Q3 2023 | 11 |
PJAN | INNOVATOR ETFS TR | 7 | 4 | 0.39% | 2.83% | 9.16% | Q1 2019 | Q3 2023 | 11 |
FOCT | FIRST TR EXCHNG TRADED... | 11 | 11 | 1.62% | 1.73% | 1.85% | Q1 2021 | Q3 2023 | 11 |
BMAR | INNOVATOR ETFS TR | 11 | 11 | 1.59% | 1.72% | 1.85% | Q1 2021 | Q3 2023 | 11 |
NAPR | INNOVATOR ETFS TR | 11 | 11 | 1.01% | 1.49% | 2.33% | Q1 2021 | Q3 2023 | 11 |
PDEC | INNOVATOR ETFS TR | 8 | 3 | 0.25% | 1.17% | 2.33% | Q4 2019 | Q3 2023 | 11 |
FLTR | VANECK VECTORS ETF TR | 11 | 11 | 0.12% | 0.76% | 1.16% | Q1 2021 | Q3 2023 | 11 |
PJUL | INNOVATOR ETFS TR | 7 | 2 | 0.11% | 0.56% | 1.02% | Q3 2019 | Q3 2023 | 11 |
KOCT | INNOVATOR ETFS TR | 6 | 4 | 0.17% | 2.83% | 4.57% | Q4 2019 | Q3 2023 | 10 |
SRLN | SSGA ACTIVE ETF TR | 10 | 10 | 0.84% | 1.60% | 2.08% | Q2 2021 | Q3 2023 | 10 |
JULZ | LISTED FD TR | 10 | 10 | 1.17% | 1.23% | 1.29% | Q2 2021 | Q3 2023 | 10 |
KNG | FIRST TR EXCHANGE-TRAD... | 10 | 10 | 0.83% | 0.92% | 0.97% | Q2 2021 | Q3 2023 | 10 |
NJUL | INNOVATOR ETFS TR | 10 | 10 | 0.36% | 0.45% | 0.56% | Q2 2021 | Q3 2023 | 10 |
VEA | VANGUARD TAX-MANAGED I... | 5 | 1 | 0.12% | 0.25% | 0.51% | Q1 2019 | Q3 2023 | 10 |
SCHM | SCHWAB STRATEGIC TR | 6 | 4 | 0.12% | 0.21% | 0.31% | Q4 2018 | Q4 2021 | 10 |
ABT | ABBOTT LABS | 9 | 1 | 0.11% | 0.14% | 0.16% | Q1 2021 | Q3 2023 | 10 |
BIL | SPDR SER TR | 8 | 1 | 0.35% | 9.55% | 37.08% | Q4 2018 | Q3 2022 | 9 |
FAPR | FIRST TR EXCHNG TRADED... | 6 | 3 | 2.95% | 3.06% | 3.20% | Q2 2021 | Q3 2023 | 9 |
SPIB | SPDR SER TR | 9 | 9 | 0.41% | 1.60% | 1.91% | Q4 2020 | Q4 2022 | 9 |
SEPZ | LISTED FD TR | 9 | 9 | 1.05% | 1.10% | 1.14% | Q3 2021 | Q3 2023 | 9 |
EAPR | INNOVATOR ETFS TR | 6 | 3 | 0.50% | 0.56% | 0.64% | Q2 2021 | Q3 2023 | 9 |
BAUG | INNOVATOR ETFS TR | 9 | 9 | 0.25% | 0.35% | 0.44% | Q3 2021 | Q3 2023 | 9 |
PJUN | INNOVATOR ETFS TR | 6 | 3 | 0.16% | 0.30% | 0.56% | Q2 2020 | Q3 2023 | 9 |
AUGZ | LISTED FD TR | 9 | 9 | 0.24% | 0.25% | 0.27% | Q3 2021 | Q3 2023 | 9 |
BDEC | INNOVATOR ETFS TR | 4 | 1 | 0.12% | 0.24% | 0.28% | Q4 2020 | Q3 2023 | 9 |
FLRN | SPDR SER TR | 8 | 8 | 0.14% | 7.05% | 25.56% | Q1 2019 | Q4 2020 | 8 |
NVMZ | LISTED FD TR | 8 | 8 | 1.54% | 1.59% | 1.64% | Q4 2021 | Q3 2023 | 8 |
NJAN | INNOVATOR ETFS TR | 6 | 2 | 0.62% | 1.57% | 2.34% | Q1 2020 | Q1 2022 | 8 |
EBND | SPDR SER TR | 8 | 8 | 0.99% | 1.39% | 1.96% | Q3 2019 | Q2 2021 | 8 |
PDBC | INVESCO QQQ TR | 8 | 8 | 0.10% | 0.67% | 1.44% | Q2 2021 | Q1 2023 | 8 |
BNOV | INNOVATOR ETFS TR | 4 | 1 | 0.19% | 0.28% | 0.35% | Q3 2020 | Q3 2023 | 8 |
SHYG | ISHARES TR | 8 | 8 | 0.18% | 0.25% | 0.43% | Q4 2018 | Q3 2020 | 8 |
BP | BP PLC | 4 | 4 | 0.11% | 0.16% | 0.22% | Q1 2019 | Q3 2023 | 8 |
USB | US BANCORP DEL | 7 | 1 | 0.13% | 0.15% | 0.17% | Q4 2020 | Q4 2022 | 8 |
JPM | JPMORGAN CHASE & CO | 5 | 1 | 0.12% | 0.13% | 0.13% | Q4 2020 | Q3 2023 | 8 |
IJUL | INNOVATOR ETFS TR | 7 | 7 | 0.18% | 4.70% | 6.27% | Q3 2019 | Q1 2021 | 7 |
BJUN | INNOVATOR ETFS TR | 4 | 3 | 1.37% | 4.27% | 6.44% | Q2 2020 | Q1 2022 | 7 |
FIRST TR EXCHNG TRADED... | 6 | 1 | 0.19% | 1.31% | 2.60% | Q4 2021 | Q3 2023 | 7 | |
KJUL | INNOVATOR ETFS TR | 5 | 2 | 0.22% | 1.02% | 3.09% | Q3 2020 | Q3 2023 | 7 |
FJUL | FIRST TR EXCHNG TRADED... | 4 | 3 | 0.18% | 0.43% | 0.79% | Q3 2020 | Q3 2023 | 7 |
EWX | SPDR INDEX SHS FDS | 7 | 7 | 0.20% | 0.26% | 0.37% | Q3 2019 | Q1 2021 | 7 |
PMAY | INNOVATOR ETFS TR | 4 | 3 | 0.12% | 0.26% | 0.44% | Q2 2020 | Q3 2023 | 7 |
IDEV | ISHARES TR | 6 | 1 | 0.20% | 0.25% | 0.29% | Q4 2018 | Q2 2022 | 7 |
XLE | SELECT SECTOR SPDR TR | 7 | 7 | 0.11% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
LUMN | LUMEN TECHNOLOGIES INC | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q3 2022 | 7 |
QJUN | FIRST TR EXCHNG TRADED... | 6 | 6 | 1.31% | 1.37% | 1.43% | Q2 2022 | Q3 2023 | 6 |
PFEB | INNOVATOR ETFS TR | 3 | 3 | 0.26% | 1.05% | 1.87% | Q1 2020 | Q3 2023 | 6 |
EJUL | INNOVATOR ETFS TR | 6 | 6 | 0.69% | 0.74% | 0.79% | Q3 2019 | Q4 2020 | 6 |
INNOVATOR ETFS TR | 6 | 6 | 0.37% | 0.72% | 0.79% | Q2 2022 | Q3 2023 | 6 | |
FIRST TR EXCHNG TRADED... | 6 | 6 | 0.18% | 0.37% | 0.46% | Q2 2022 | Q3 2023 | 6 | |
VIG | VANGUARD SPECIALIZED F... | 6 | 6 | 0.20% | 0.23% | 0.25% | Q4 2018 | Q1 2020 | 6 |
SCHA | SCHWAB STRATEGIC TR | 6 | 6 | 0.16% | 0.23% | 0.26% | Q4 2018 | Q1 2020 | 6 |
AMP | AMERIPRISE FINL INC | 6 | 6 | 0.19% | 0.22% | 0.25% | Q2 2022 | Q3 2023 | 6 |
WISDOMTREE TR | 6 | 6 | 0.18% | 0.21% | 0.24% | Q2 2022 | Q3 2023 | 6 | |
FMAY | FIRST TR EXCHNG TRADED... | 6 | 6 | 0.16% | 0.19% | 0.21% | Q2 2022 | Q3 2023 | 6 |
MDT | MEDTRONIC PLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2020 | 6 |
FAUG | FIRST TR EXCHNG TRADED... | 5 | 5 | 2.03% | 2.09% | 2.12% | Q3 2022 | Q3 2023 | 5 |
FIRST TR EXCHNG TRADED... | 5 | 5 | 0.29% | 0.40% | 0.47% | Q3 2022 | Q3 2023 | 5 | |
VNQI | VANGUARD INTL EQUITY I... | 4 | 1 | 0.12% | 0.23% | 0.30% | Q3 2021 | Q4 2022 | 5 |
HDV | ISHARES TR | 5 | 5 | 0.13% | 0.18% | 0.22% | Q1 2022 | Q1 2023 | 5 |
SYK | STRYKER CORPORATION | 5 | 5 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2022 | 5 |
SCHP | SCHWAB STRATEGIC TR | 4 | 4 | 1.92% | 2.46% | 3.12% | Q4 2022 | Q3 2023 | 4 |
FSEP | FIRST TR EXCHNG TRADED... | 4 | 4 | 2.18% | 2.21% | 2.25% | Q4 2022 | Q3 2023 | 4 |
XLF | SELECT SECTOR SPDR TR | 4 | 4 | 1.27% | 1.33% | 1.44% | Q1 2022 | Q4 2022 | 4 |
SPSM | SPDR SER TR | 3 | 1 | 0.18% | 1.27% | 2.83% | Q4 2018 | Q4 2019 | 4 |
COWZ | PACER FDS TR | 4 | 4 | 0.26% | 1.21% | 1.58% | Q4 2022 | Q3 2023 | 4 |
IWR | ISHARES TR | 4 | 4 | 0.16% | 1.04% | 2.58% | Q1 2021 | Q4 2021 | 4 |
IWM | ISHARES TR | 4 | 4 | 0.14% | 1.02% | 2.60% | Q1 2021 | Q4 2021 | 4 |
FDEC | FIRST TR EXCHNG TRADED... | 4 | 4 | 0.45% | 0.47% | 0.48% | Q4 2022 | Q3 2023 | 4 |
PACER FDS TR | 4 | 4 | 0.14% | 0.42% | 0.78% | Q4 2022 | Q3 2023 | 4 | |
RWX | SPDR INDEX SHS FDS | 4 | 4 | 0.14% | 0.22% | 0.29% | Q3 2019 | Q2 2020 | 4 |
EEM | ISHARES TR | 4 | 4 | 0.14% | 0.17% | 0.22% | Q4 2022 | Q3 2023 | 4 |
VTEB | VANGUARD MUN BD FDS | 4 | 4 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
MINN | TRUST FOR PROFESSIONAL... | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
COST | COSTCO WHSL CORP NEW | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 4 |
DFEB | FIRST TR EXCHNG TRADED... | 3 | 3 | 6.83% | 7.14% | 7.50% | Q1 2020 | Q3 2020 | 3 |
SPTM | SPDR SERIES TRUST | 3 | 3 | 1.65% | 1.80% | 1.98% | Q4 2018 | Q2 2019 | 3 |
FXU | FIRST TR EXCHANGE TRAD... | 3 | 3 | 1.52% | 1.63% | 1.82% | Q4 2018 | Q2 2019 | 3 |
IVW | ISHARES TR | 3 | 3 | 1.24% | 1.33% | 1.38% | Q3 2021 | Q1 2022 | 3 |
VTV | VANGUARD INDEX FDS | 3 | 3 | 1.23% | 1.27% | 1.33% | Q2 2022 | Q4 2022 | 3 |
USRT | ISHARES TR | 3 | 3 | 0.64% | 0.76% | 0.86% | Q3 2019 | Q1 2020 | 3 |
WORLD GOLD TR | 2 | 1 | 0.17% | 0.17% | 0.18% | Q2 2022 | Q3 2023 | 3 | |
DVY | ISHARES TR | 3 | 3 | 0.15% | 0.16% | 0.17% | Q2 2019 | Q4 2019 | 3 |
VFH | VANGUARD WORLD FDS | 3 | 3 | 0.12% | 0.14% | 0.15% | Q2 2022 | Q4 2022 | 3 |
VV | VANGUARD INDEX FDS | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
LNT | ALLIANT ENERGY CORP | 2 | 1 | 0.11% | 0.12% | 0.12% | Q2 2021 | Q1 2022 | 3 |
SCHO | SCHWAB STRATEGIC TR | 2 | 2 | 2.39% | 2.46% | 2.54% | Q2 2023 | Q3 2023 | 2 |
BUFR | FIRST TR EXCHNG TRADED... | 2 | 2 | 1.86% | 2.07% | 2.28% | Q2 2023 | Q3 2023 | 2 |
XLK | SELECT SECTOR SPDR TR | 2 | 2 | 1.26% | 1.33% | 1.40% | Q3 2021 | Q4 2021 | 2 |
FIRST TR EXCHNG TRADED... | 2 | 2 | 1.20% | 1.32% | 1.44% | Q2 2023 | Q3 2023 | 2 | |
VCIT | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.29% | 0.37% | 0.44% | Q4 2022 | Q1 2023 | 2 |
SPTL | SPDR SER TR | 2 | 2 | 0.16% | 0.18% | 0.20% | Q3 2022 | Q4 2022 | 2 |
ILCV | ISHARES TR | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2022 | Q3 2022 | 2 |
QSY | WISDOMTREE TR | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q1 2023 | 2 |
ULTR | INDEXIQ ACTIVE ETF TR | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2021 | Q3 2021 | 2 |
IVV | ISHARES TR | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q4 2021 | 2 |
DAUG | FIRST TR EXCHNG TRADED... | 1 | 1 | 3.38% | 3.38% | 3.38% | Q1 2020 | Q1 2020 | 1 |
TLT | ISHARES TR | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2020 | Q4 2020 | 1 |
VXF | VANGUARD INDEX FDS | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2020 | Q2 2020 | 1 |
GLDM | WORLD GOLD TR | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2019 | Q3 2019 | 1 |
FTSM | FIRST TR EXCHANGE-TRAD... | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
SPEU | SPDR INDEX SHS FDS | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
SCHE | SCHWAB STRATEGIC TR | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
SEIX | VIRTUS ETF TR II | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
AGG | ISHARES TR | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
IJAN | INNOVATOR ETFS TR | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
MCLAREN TECHNOLOGY ACQ... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 | |
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The securities at the top of the list , including SPDR SER TR, MEDTRONIC PLC, and APPLE INC, are the highest-conviction holdings of Valtinson Bruner Financial Planning LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Valtinson Bruner Financial Planning LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Valtinson Bruner Financial Planning LLC owns currently or has owned in the past.