Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALTINSON BRUNER FINANCIAL PLANNING LLC | 04-29-2024 | 03-31-2024 | 121 | 234,711,187 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFLI TIPS ETF | 1 | $15,370,104 | 599,926 | 0.01 | 0.00 | 447,570 | 293.77 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P500 | 2 | $12,995,607 | 211,208 | 0.01 | 0.00 | 70,243 | 49.83 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 3 | $10,118,220 | 201,960 | 0.00 | 0.00 | 45,006 | 28.67 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY BUFR MAY | 4 | $8,124,383 | 228,213 | 0.00 | 0.00 | -13,004 | -5.39 | 03-31-2024 |
