MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons
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INSTITUTION : Valtinson Bruner Financial Planning LLC |
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Valtinson Bruner Financial Planning LLC Latest Top 20 Portfolio Holdings: (Filing Date: 2021-01-08) --- full portfolio
Company (links to holding history) |
Ticker |
Value On 2020-12-31 |
No of Shares |
% of portfolio |
SPDR SER TR (PORTFOLIO AGRGTE) |
LAG |
15,915,000 |
520,937 |
9.98% |
INNOVATOR ETFS TR (S&P 500 PWR) |
|
10,023,000 |
357,205 |
6.28% |
INNOVATOR ETFS TR (S&P 500 PWR BU) |
|
9,679,000 |
341,158 |
6.07% |
FIRST TR EXCHNG TRADED FD VI (CBOE EQT BUFER) |
|
9,060,000 |
255,516 |
5.68% |
INNOVATOR ETFS TR (S&P 500 BUFFER) |
|
8,278,000 |
281,372 |
5.19% |
INNOVATOR ETFS TR (MSCI EAFE PWR) |
|
7,541,000 |
313,607 |
4.73% |
INNOVATOR ETFS TR (RUSSELL 2000 P) |
|
6,977,000 |
266,549 |
4.37% |
SPDR SER TR (PORTFOLIO S&P500) |
ELR |
5,048,000 |
113,308 |
3.16% |
INNOVATOR ETFS TR (RUSSELL 2000 PWR) |
|
4,645,000 |
178,163 |
2.91% |
FIRST TR EXCHNG TRADED FD VI (CBOE VEST US EQT) |
|
4,505,000 |
131,633 |
2.82% |
SPDR INDEX SHS FDS (PORTFOLIO DEVLPD) |
GWL |
4,052,000 |
116,383 |
2.54% |
SPDR SER TR (PRTFLO S&P500 GW) |
ELG |
3,975,000 |
71,606 |
2.49% |
MEDTRONIC PLC (SHS) |
MDT |
3,349,000 |
28,215 |
2.10% |
INNOVATOR ETFS TR (RUSSELL 2000 P) |
|
3,315,000 |
111,906 |
2.07% |
FLEXSHARES TR (HIG YLD VL ETF) |
|
3,264,000 |
66,387 |
2.04% |
SPDR SER TR (PORTFLI TIPS ETF) |
IPE |
3,231,000 |
104,147 |
2.02% |
INNOVATOR ETFS TR (MSCI EMGR MKT) |
|
3,220,000 |
107,043 |
2.01% |
SPDR SER TR (BLOMBRG BRC EMRG) |
EBND |
3,126,000 |
112,048 |
1.96% |
SPDR SER TR (PORTFOLIO INTRMD) |
ITR |
3,045,000 |
82,270 |
1.90% |
INNOVATOR ETFS TR (NASDAQ 100 PWR) |
|
2,651,000 |
69,323 |
1.66% |
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Investing Just Like Valtinson Bruner Financial Planning
MAJOR GURUS:
Warren Buffett
John Paulson
George Soros
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