Portfolio (Quarterly)
Guide ↗
Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 29,182.0 | $17.4M | 7.64% | +492.0 | +1.7% | $597.57 | +15.5% |
| 2 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 215,268.0 | $14.7M | 6.44% | +27K | +14.1% | $68.28 | +10.9% |
| 3 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 229,098.0 | $7.7M | 3.39% | +4K | +1.6% | $33.77 | +7.7% |
| 4 | PJUN | INNOVATOR ETFS TRUST | — | 160,310.0 | $6.7M | 2.94% | +4K | +2.4% | $41.83 | +3.6% |
| 5 | AVEM | AMERICAN CENTY ETF TR | — | 78,557.0 | $6.3M | 2.77% | +6K | +8.2% | $80.58 | +19.8% |
| 6 | SDVY | FIRST TR EXCHANGE TRADED FD | — | 138,692.0 | $5.5M | 2.40% | +27K | +24.2% | $39.43 | +5.8% |
| 7 | SCHD | SCHWAB STRATEGIC TR | — | 178,248.0 | $5.5M | 2.40% | +19K | +11.7% | $30.68 | +6.1% |
| 8 | DBEF | DBX ETF TR | — | 73,008.0 | $3.6M | 1.58% | +10K | +15.9% | $49.40 | +7.5% |
| 9 | BIV | VANGUARD BD INDEX FDS | — | 43,420.0 | $3.4M | 1.47% | +2K | +5.9% | $77.18 | -0.7% |
| 10 | PFEB | INNOVATOR ETFS TRUST | — | 71,175.0 | $2.9M | 1.25% | +7K | +11.2% | $40.10 | +7.0% |
| 11 | PMAY | INNOVATOR ETFS TRUST | — | 70,594.0 | $2.8M | 1.24% | +637.0 | +0.9% | $39.94 | +3.4% |
| 12 | BDEC | INNOVATOR ETFS TRUST | — | 51,423.0 | $2.5M | 1.08% | +815.0 | +1.6% | $48.00 | +10.6% |
| 13 | TSLA | TESLA INC | Consumer Cyclical | 6,416.0 | $2.4M | 1.04% | +947.0 | +17.3% | $371.75 | +18.5% |
| 14 | UITB | VICTORY PORTFOLIOS II | — | 47,487.0 | $2.2M | 0.98% | +3K | +5.6% | $47.02 | -0.6% |
| 15 | IAPR | INNOVATOR ETFS TRUST | — | 61,193.0 | $1.9M | 0.85% | +2K | +2.7% | $31.67 | +4.5% |
| 16 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 38,556.0 | $1.9M | 0.84% | +2K | +6.7% | $49.81 | -0.2% |
| 17 | GAUG | FIRST TR EXCHNG TRADED FD VI | — | 43,175.0 | $1.7M | 0.73% | +1K | +2.8% | $38.71 | +6.2% |
| 18 | BFEB | INNOVATOR ETFS TRUST | — | 34,488.0 | $1.6M | 0.72% | +13K | +61.4% | $47.70 | +9.9% |
| 19 | GFEB | FIRST TR EXCHNG TRADED FD VI | — | 38,426.0 | $1.6M | 0.69% | +3K | +9.6% | $41.09 | +6.6% |
| 20 | PMAR | INNOVATOR ETFS TRUST | — | 31,313.0 | $1.4M | 0.61% | +3K | +10.5% | $44.62 | +6.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
39.7%
Technology
36.0%
Consumer Cyclical
8.6%
Industrials
3.7%
Consumer Defensive
3.4%
Communication Services
3.2%
Healthcare
2.8%
Energy
1.6%
Utilities
1.0%