StockDriftsStockDriftsTop 50 Valtinson Bruner Financial Planning LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ICSH | ISHARES TR | 10.63% | 764.4K | $38.7M | +4.56%(+33.31K) | $50.60(-0.16%) | 2026-03-31 | |
| XTWY | BONDBLOXX ETF TRUST | 6.11% | 591.7K | $22.2M | +7.21%(+39.80K) | $41.56(-12.02%) | 2026-03-31 | |
| EDV | VANGUARD WORLD FD | 5.9% | 330.7K | $21.5M | +3.47%(+11.08K) | $74.86(-16.39%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 5.77% | 622.1K | $21.0M | +8.43%(+48.38K) | $28.37(+27.30%) | 2026-03-31 | |
| VUSB | VANGUARD BD INDEX FDS | 4.66% | 340.4K | $16.9M | -1.24%(-4.27K) | $49.75(-0.11%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.6% | 218.9K | $16.8M | +0.48%(+1.04K) | $54.59(+60.04%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 3.91% | 251.4K | $14.2M | +1.14%(+2.84K) | $44.45(+35.39%) | 2026-03-31 | |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 3.79% | 390.6K | $13.8M | -3.75%(-15.23K) | $28.29(+37.23%) | 2026-03-31 | |
| HWKN | HAWKINS INC | 3.73% | 88.4K | $13.6M | +4251.77%(+86.40K) | $146.37(+10.56%) | 2026-03-31 | |
| DDFO | INNOVATOR ETFS TRUST | 2.9% | 491.6K | $10.5M | -0.73%(-3.61K) | $21.62(+3.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.18% | +23.13% |
| Top 20 Holdings Unweighted | +8.81% | +28.84% |
Sign up free to track Valtinson Bruner Financial Planning LLC, compare funds side by side, and get alerts the moment positions change.