Portfolio (Quarterly)
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Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 10,130.0 | $259K | 0.11% | +572.0 | +6.0% | $25.55 | +8.0% |
| 42 | KNG | FIRST TR EXCHANGE-TRADED FD | — | 5,008.0 | $244K | 0.11% | +302.0 | +6.4% | $48.71 | +0.1% |
| 43 | BINC | BLACKROCK ETF TRUST II | — | 4,588.0 | $238K | 0.10% | +38.0 | +0.8% | $51.93 | +0.8% |
| 44 | — | FIRST TR EXCHNG TRADED FD VI | — | 9,723.0 | $228K | 0.10% | +276.0 | +2.9% | $23.40 | — |
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%