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 | — | 28,690.0 | $18.0M | 7.96% | NEW | — | $627.13 | +8.9% |
| 2 | QQQ | INVESCO QQQ TR | Financial Services | 27,093.0 | $16.6M | 7.36% | NEW | — | $614.33 | +13.2% |
| 3 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 188,670.0 | $13.1M | 5.80% | NEW | — | $69.47 | +15.2% |
| 4 | AAPL | APPLE INC | Technology | 47,062.0 | $12.8M | 5.66% | NEW | — | $271.85 | +22.8% |
| 5 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 225,480.0 | $7.7M | 3.42% | NEW | — | $34.26 | +6.7% |
| 6 | FICS | FIRST TR EXCHANGE TRADED FD | — | 182,135.0 | $7.3M | 3.23% | NEW | — | $40.11 | +5.0% |
| 7 | PJUN | INNOVATOR ETFS TRUST | — | 156,559.0 | $6.6M | 2.90% | NEW | — | $41.88 | +3.1% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | — | 27,858.0 | $6.1M | 2.71% | NEW | — | $219.78 | +8.1% |
| 9 | AVEM | AMERICAN CENTY ETF TR | — | 72,598.0 | $5.6M | 2.47% | NEW | — | $77.02 | +15.9% |
| 10 | VUG | VANGUARD INDEX FDS | — | 11,408.0 | $5.6M | 2.46% | NEW | — | $487.87 | -82.5% |
| 11 | VTV | VANGUARD INDEX FDS | — | 29,077.0 | $5.6M | 2.46% | NEW | — | $191.00 | +14.1% |
| 12 | VB | VANGUARD INDEX FDS | — | 18,671.0 | $4.8M | 2.13% | NEW | — | $257.95 | +14.8% |
| 13 | SCHD | SCHWAB STRATEGIC TR | — | 159,619.0 | $4.4M | 1.94% | NEW | — | $27.43 | +20.0% |
| 14 | SDVY | FIRST TR EXCHANGE-TRADED FD | — | 111,670.0 | $4.3M | 1.89% | NEW | — | $38.32 | +13.2% |
| 15 | IEFA | ISHARES TR | — | 38,085.0 | $3.4M | 1.51% | NEW | — | $89.46 | +7.6% |
| 16 | PSEP | INNOVATOR ETFS TRUST | — | 74,577.0 | $3.3M | 1.44% | NEW | — | $43.72 | +5.6% |
| 17 | BIV | VANGUARD BD INDEX FDS | — | 41,014.0 | $3.2M | 1.41% | NEW | — | $77.88 | -2.2% |
| 18 | DBEF | DBX ETF TR | — | 63,003.0 | $3.0M | 1.34% | NEW | — | $48.11 | +12.8% |
| 19 | POCT | INNOVATOR ETFS TRUST | — | 68,823.0 | $3.0M | 1.34% | NEW | — | $43.92 | +5.9% |
| 20 | PAUG | INNOVATOR ETFS TRUST | — | 64,609.0 | $2.8M | 1.24% | NEW | — | $43.25 | +5.8% |
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
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%