Portfolio (Quarterly)
Guide ↗
Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 226,813.0 | $8.3M | 3.03% | -2K | -1.0% | $36.53 | +2.7% |
| 2 | VTV | VANGUARD INDEX FDS | — | 26,027.0 | $5.7M | 2.07% | -894.0 | -3.3% | $217.93 | +3.9% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | — | 23,326.0 | $5.5M | 2.02% | -3K | -12.0% | $236.63 | +2.3% |
| 4 | VB | VANGUARD INDEX FDS | — | 17,950.0 | $5.4M | 1.99% | -331.0 | -1.8% | $303.14 | -1.0% |
| 5 | FICS | FIRST TR EXCHANGE TRADED FD | — | 105,914.0 | $4.4M | 1.62% | -2K | -1.8% | $41.78 | +1.6% |
| 6 | SPHD | INVESCO EXCH TRADED FD TR II | — | 67,003.0 | $3.4M | 1.24% | -6K | -8.6% | $50.84 | +2.9% |
| 7 | IEFA | ISHARES TR | — | 32,352.0 | $3.1M | 1.14% | -3K | -8.6% | $96.58 | +4.7% |
| 8 | PFEB | INNOVATOR ETFS TRUST | — | 70,185.0 | $3.0M | 1.10% | -990.0 | -1.4% | $43.06 | +2.4% |
| 9 | PSEP | INNOVATOR ETFS TRUST | — | 64,505.0 | $3.0M | 1.08% | -3K | -4.5% | $46.05 | +2.1% |
| 10 | IEMG | ISHARES INC | — | 34,652.0 | $2.9M | 1.05% | -4K | -9.8% | $82.84 | +1.0% |
| 11 | IWM | ISHARES TR | — | 9,108.0 | $2.7M | 1.00% | -1K | -10.0% | $300.47 | -1.5% |
| 12 | POCT | INNOVATOR ETFS TRUST | — | 57,959.0 | $2.7M | 0.98% | -10K | -15.1% | $46.41 | +2.4% |
| 13 | PAUG | INNOVATOR ETFS TRUST | — | 56,987.0 | $2.6M | 0.95% | -427.0 | -0.7% | $45.64 | +2.6% |
| 14 | BDEC | INNOVATOR ETFS TRUST | — | 44,641.0 | $2.4M | 0.87% | -7K | -13.2% | $53.20 | +2.9% |
| 15 | PDEC | INNOVATOR ETFS TRUST | — | 50,400.0 | $2.3M | 0.84% | -7K | -11.6% | $45.89 | +2.6% |
| 16 | AGG | ISHARES TR | — | 19,594.0 | $1.9M | 0.71% | -2K | -10.6% | $98.98 | -2.0% |
| 17 | BFEB | INNOVATOR ETFS TRUST | — | 33,166.0 | $1.7M | 0.64% | -1K | -3.8% | $52.64 | +2.7% |
| 18 | GFEB | FIRST TR EXCHNG TRADED FD VI | — | 37,258.0 | $1.6M | 0.60% | -1K | -3.0% | $44.03 | +2.2% |
| 19 | PNOV | INNOVATOR ETFS TRUST | — | 35,603.0 | $1.6M | 0.58% | -5K | -12.8% | $44.35 | +2.7% |
| 20 | PJAN | INNOVATOR ETFS TRUST | — | 23,803.0 | $1.2M | 0.43% | -2K | -8.5% | $49.49 | +2.4% |
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
42.9%
Technology
37.8%
Consumer Cyclical
7.1%
Healthcare
3.2%
Communication Services
2.8%
Industrials
2.3%
Consumer Defensive
2.2%
Utilities
1.1%
Energy
0.4%