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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | FDEC | FIRST TR EXCHNG TRADED FD VI | — | 7,968.0 | $408K | 0.18% | NEW | — | $51.18 | +6.3% |
| 82 | SPYG | SPDR SERIES TRUST | — | 3,795.0 | $405K | 0.18% | NEW | — | $106.70 | +13.2% |
| 83 | — | INNOVATOR ETFS TRUST | — | 14,504.0 | $388K | 0.17% | NEW | — | $26.78 | — |
| 84 | — | INNOVATOR ETFS TRUST | — | 14,248.0 | $380K | 0.17% | NEW | — | $26.67 | — |
| 85 | UOCT | INNOVATOR ETFS TRUST | — | 9,002.0 | $351K | 0.15% | NEW | — | $39.04 | +5.0% |
| 86 | XOM | EXXON MOBIL CORP | Energy | 2,889.0 | $348K | 0.15% | NEW | — | $120.40 | +22.2% |
| 87 | KEYS | KEYSIGHT TECHNOLOGIES INC | Technology | 1,697.0 | $345K | 0.15% | NEW | — | $203.21 | +66.8% |
| 88 | FFEB | FIRST TR EXCHNG TRADED FD VI | — | 6,085.0 | $345K | 0.15% | NEW | — | $56.62 | +7.7% |
| 89 | USMV | ISHARES TR | — | 3,658.0 | $344K | 0.15% | NEW | — | $94.16 | +2.3% |
| 90 | HON | HONEYWELL INTL INC | Industrials | 1,747.0 | $341K | 0.15% | NEW | — | $195.09 | +19.1% |
| 91 | MARM | FIRST TR EXCHNG TRADED FD VI | — | 10,042.0 | $332K | 0.15% | NEW | — | $33.05 | +3.1% |
| 92 | AVGO | BROADCOM INC | Technology | 958.0 | $332K | 0.15% | NEW | — | $346.12 | +23.7% |
| 93 | BAPR | INNOVATOR ETFS TRUST | — | 6,866.0 | $329K | 0.15% | NEW | — | $47.98 | +10.9% |
| 94 | AXP | AMERICAN EXPRESS CO | Financial Services | 884.0 | $327K | 0.14% | NEW | — | $370.14 | -15.0% |
| 95 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 5,668.0 | $324K | 0.14% | NEW | — | $57.24 | -1.8% |
| 96 | VFH | VANGUARD WORLD FD | — | 2,296.0 | $306K | 0.14% | NEW | — | $133.49 | -5.7% |
| 97 | META | META PLATFORMS INC | Communication Services | 458.0 | $302K | 0.13% | NEW | — | $660.21 | -4.3% |
| 98 | CAT | CATERPILLAR INC | Industrials | 524.0 | $300K | 0.13% | NEW | — | $573.39 | +55.6% |
| 99 | — | FIRST TR EXCHANGE TRADED FD | — | 7,240.0 | $297K | 0.13% | NEW | — | $41.07 | — |
| 100 | SPYV | SPDR SERIES TRUST | — | 5,160.0 | $293K | 0.13% | NEW | — | $56.81 | +7.5% |
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
40.7%
Technology
37.2%
Consumer Cyclical
8.5%
Industrials
3.5%
Consumer Defensive
3.2%
Healthcare
2.9%
Communication Services
2.8%
Energy
0.7%
Utilities
0.4%