Portfolio (Quarterly)
Guide ↗
Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | BMAR | INNOVATOR ETFS TRUST | — | 24,104.0 | $1.3M | 0.55% | +4K | +18.4% | $52.49 | +9.5% |
| 22 | GMAY | FIRST TR EXCHNG TRADED FD VI | — | 29,827.0 | $1.2M | 0.54% | +1K | +4.8% | $41.06 | +4.5% |
| 23 | PJAN | INNOVATOR ETFS TRUST | — | 26,008.0 | $1.2M | 0.53% | +7K | +40.2% | $46.13 | +6.9% |
| 24 | GMAR | FIRST TR EXCHNG TRADED FD VI | — | 28,113.0 | $1.2M | 0.51% | +12K | +80.0% | $41.69 | +5.8% |
| 25 | VTI | VANGUARD INDEX FDS | — | 3,489.0 | $1.1M | 0.49% | +723.0 | +26.1% | $320.82 | +15.1% |
| 26 | NVDA | NVIDIA CORPORATION | Technology | 6,073.0 | $1.1M | 0.46% | +1K | +27.3% | $174.40 | +21.9% |
| 27 | GOOGL | ALPHABET INC | Communication Services | 2,980.0 | $857K | 0.38% | +372.0 | +14.3% | $287.60 | +35.2% |
| 28 | BJAN | INNOVATOR ETFS TRUST | — | 14,477.0 | $772K | 0.34% | +10K | +239.6% | $53.33 | +10.1% |
| 29 | VGT | VANGUARD WORLD FD | — | 1,030.0 | $719K | 0.32% | +33.0 | +3.3% | $697.72 | -83.2% |
| 30 | FJAN | FIRST TR EXCHNG TRADED FD VI | — | 14,095.0 | $711K | 0.31% | +10K | +252.2% | $50.41 | +9.0% |
| 31 | BUFQ | FIRST TR EXCHNG TRADED FD VI | — | 17,699.0 | $625K | 0.27% | +281.0 | +1.6% | $35.32 | +10.8% |
| 32 | IVV | ISHARES TR | — | 807.0 | $527K | 0.23% | +69.0 | +9.3% | $653.21 | +15.4% |
| 33 | — | FIRST TR EXCHNG TRADED FD VI | — | 21,185.0 | $474K | 0.21% | +449.0 | +2.2% | $22.38 | — |
| 34 | FFEB | FIRST TR EXCHNG TRADED FD VI | — | 8,463.0 | $473K | 0.21% | +2K | +39.1% | $55.85 | +8.9% |
| 35 | VEA | VANGUARD TAX-MANAGED FDS | — | 6,935.0 | $444K | 0.20% | +292.0 | +4.4% | $64.08 | +11.4% |
| 36 | ABBV | ABBVIE INC | Healthcare | 1,983.0 | $431K | 0.19% | +113.0 | +6.0% | $217.53 | -1.0% |
| 37 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 7,590.0 | $430K | 0.19% | +2K | +33.9% | $56.68 | -0.7% |
| 38 | AVGO | BROADCOM INC | Technology | 1,035.0 | $320K | 0.14% | +77.0 | +8.0% | $309.53 | +36.3% |
| 39 | IJR | ISHARES TR | — | 2,327.0 | $289K | 0.13% | +116.0 | +5.2% | $124.31 | +12.3% |
| 40 | IJH | ISHARES TR | — | 4,238.0 | $286K | 0.12% | +58.0 | +1.4% | $67.53 | +10.1% |
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%