Portfolio (Quarterly)
Guide ↗
Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | PSEP | INNOVATOR ETFS TRUST | — | 67,523.0 | $2.9M | 1.27% | -7K | -9.5% | $43.06 | +6.3% |
| 22 | PFEB | INNOVATOR ETFS TRUST | — | 71,175.0 | $2.9M | 1.25% | +7K | +11.2% | $40.10 | +7.0% |
| 23 | PMAY | INNOVATOR ETFS TRUST | — | 70,594.0 | $2.8M | 1.24% | +637.0 | +0.9% | $39.94 | +3.4% |
| 24 | IEMG | ISHARES INC | — | 38,426.0 | $2.7M | 1.17% | -3K | -6.9% | $69.75 | +19.7% |
| 25 | IWM | ISHARES TR | — | 10,124.0 | $2.5M | 1.10% | -924.0 | -8.4% | $248.01 | +17.1% |
| 26 | BDEC | INNOVATOR ETFS TRUST | — | 51,423.0 | $2.5M | 1.08% | +815.0 | +1.6% | $48.00 | +10.6% |
| 27 | PAUG | INNOVATOR ETFS TRUST | — | 57,414.0 | $2.5M | 1.07% | -7K | -11.1% | $42.72 | +6.1% |
| 28 | PDEC | INNOVATOR ETFS TRUST | — | 56,985.0 | $2.4M | 1.06% | -713.0 | -1.2% | $42.50 | +7.6% |
| 29 | TSLA | TESLA INC | Consumer Cyclical | 6,416.0 | $2.4M | 1.04% | +947.0 | +17.3% | $371.75 | +18.5% |
| 30 | UITB | VICTORY PORTFOLIOS II | — | 47,487.0 | $2.2M | 0.98% | +3K | +5.6% | $47.02 | -0.6% |
| 31 | AGG | ISHARES TR | — | 21,922.0 | $2.2M | 0.95% | -4K | -15.2% | $99.27 | -0.5% |
| 32 | IAPR | INNOVATOR ETFS TRUST | — | 61,193.0 | $1.9M | 0.85% | +2K | +2.7% | $31.67 | +4.5% |
| 33 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 38,556.0 | $1.9M | 0.84% | +2K | +6.7% | $49.81 | -0.2% |
| 34 | BALT | INNOVATOR ETFS TRUST | — | 50,416.0 | $1.7M | 0.74% | -1K | -2.1% | $33.47 | +2.0% |
| 35 | GAUG | FIRST TR EXCHNG TRADED FD VI | — | 43,175.0 | $1.7M | 0.73% | +1K | +2.8% | $38.71 | +6.2% |
| 36 | PNOV | INNOVATOR ETFS TRUST | — | 40,818.0 | $1.7M | 0.73% | -1K | -3.0% | $40.86 | +8.2% |
| 37 | BFEB | INNOVATOR ETFS TRUST | — | 34,488.0 | $1.6M | 0.72% | +13K | +61.4% | $47.70 | +9.9% |
| 38 | GFEB | FIRST TR EXCHNG TRADED FD VI | — | 38,426.0 | $1.6M | 0.69% | +3K | +9.6% | $41.09 | +6.6% |
| 39 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 1,421.0 | $1.4M | 0.62% | -364.0 | -20.4% | $996.54 | +0.7% |
| 40 | PMAR | INNOVATOR ETFS TRUST | — | 31,313.0 | $1.4M | 0.61% | +3K | +10.5% | $44.62 | +6.8% |
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
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%