0001761450-19-000001.txt : 20190129 0001761450-19-000001.hdr.sgml : 20190129 20190129150437 ACCESSION NUMBER: 0001761450-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190129 DATE AS OF CHANGE: 20190129 EFFECTIVENESS DATE: 20190129 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Valtinson Bruner Financial Planning LLC CENTRAL INDEX KEY: 0001761450 IRS NUMBER: 830812292 STATE OF INCORPORATION: MN FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18989 FILM NUMBER: 19548473 BUSINESS ADDRESS: STREET 1: 388 CLEVELAND AVE SW CITY: NEW BRIGHTON STATE: MN ZIP: 55112 BUSINESS PHONE: 651-628-9832 MAIL ADDRESS: STREET 1: 388 CLEVELAND AVE SW CITY: NEW BRIGHTON STATE: MN ZIP: 55112 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001761450 XXXXXXXX 12-31-2018 12-31-2018 Valtinson Bruner Financial Planning LLC

388 CLEVELAND AVE SW NEW BRIGHTON MN 55112

13F HOLDINGS REPORT 028-18989 N Erik Young 651-628-9832 Erik Young New Brighton MN 01-29-2019 0 40 107132 false INFORMATION TABLE 2 vbfg13f.xml MEDTRONIC PLC SHS G5960L103 9 5000 SH Put SOLE 0 0 5000 SPDR SER TR MSCI USA STRTGIC 78468R812 302 4147 SH SOLE 0 0 4147 MICROSOFT CORP COM 594918104 487 4791 SH SOLE 0 0 4791 VANGUARD GROUP DIV APP ETF 921908844 225 2300 SH SOLE 0 0 2300 SPDR SERIES TRUST PRTFLO S&P500 GW 78464A409 2094 64426 SH SOLE 0 0 64426 ISHARES TR ESG MSCI USA ETF 46435G425 262 4766 SH SOLE 0 0 4766 VANECK VECTORS ETF TR BDC INCOME ETF 92189F411 164 11699 SH SOLE 0 0 11699 MEDTRONIC PLC SHS G5960L103 3056 33597 SH SOLE 0 0 33597 HONEYWELL INTL INC COM 438516106 929 7029 SH SOLE 0 0 7029 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 300 6257 SH SOLE 0 0 6257 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 473 2317 SH SOLE 0 0 2317 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 1230 45299 SH SOLE 0 0 45299 ISHARES TR CORE S&P TTL STK 464287150 445 7839 SH SOLE 0 0 7839 VERIZON COMMUNICATIONS INC COM 92343V104 255 4536 SH SOLE 0 0 4536 ISHARES TR CORE MSCI INTL 46435G326 281 5744 SH SOLE 0 0 5744 AMAZON COM INC COM 023135106 356 237 SH SOLE 0 0 237 ECOLAB INC COM 278865100 1246 8457 SH SOLE 0 0 8457 SPDR SER TR SPDR BLOOMBERG 78468R663 35477 387892 SH SOLE 0 0 387892 UNITEDHEALTH GROUP INC COM 91324P102 506 2032 SH SOLE 0 0 2032 WISDOMTREE TR FLOATNG RAT TREA 97717X628 32738 1305337 SH SOLE 0 0 1305337 INVESCO QQQ TR UNIT SER 1 46090E103 836 5419 SH SOLE 0 0 5419 SPDR SER TR PRTFLO S&P500 HI 78468R788 1121 32893 SH SOLE 0 0 32893 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 248 4094 SH SOLE 0 0 4094 BANK AMER CORP COM 060505104 226 9189 SH SOLE 0 0 9189 FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 33734X184 1738 64893 SH SOLE 0 0 64893 DONALDSON INC COM 257651109 390 8978 SH SOLE 0 0 8978 ISHARES TR 0-5YR HI YL CP 46434V407 413 9281 SH SOLE 0 0 9281 SPDR SERIES TRUST PORTFOLIO TL STK 78464A805 1895 61314 SH SOLE 0 0 61314 SPDR SERIES TRUST PORTFOLIO LR ETF 78464A854 4037 138189 SH SOLE 0 0 138189 MEDTRONIC PLC SHS G5960L103 18 5000 SH Put SOLE 0 0 5000 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 329 10171 SH SOLE 0 0 10171 OTTER TAIL CORP COM 689648103 462 9298 SH SOLE 0 0 9298 ALPHABET INC CAP STK CL A 02079K305 222 212 SH SOLE 0 0 212 TARGET CORP COM 87612E106 263 3976 SH SOLE 0 0 3976 WELLS FARGO CO NEW COM 949746101 344 7460 SH SOLE 0 0 7460 SPDR S&P 500 ETF TR TR UNIT 78462F103 428 1712 SH SOLE 0 0 1712 SPDR SER TR PORTFOLIO SM ETF 78468R853 205 7786 SH SOLE 0 0 7786 APPLE INC COM 037833100 625 3962 SH SOLE 0 0 3962 XCEL ENERGY INC COM 98389B100 768 15587 SH SOLE 0 0 15587 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 268 1165 SH SOLE 0 0 1165