Portfolio (Quarterly)
Guide ↗
Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | PFEB | INNOVATOR ETFS TRUST | — | 70,185.0 | $3.0M | 1.10% | -990.0 | -1.4% | $43.06 | +2.4% |
| 22 | PSEP | INNOVATOR ETFS TRUST | — | 64,505.0 | $3.0M | 1.08% | -3K | -4.5% | $46.05 | +2.1% |
| 23 | IEMG | ISHARES INC | — | 34,652.0 | $2.9M | 1.05% | -4K | -9.8% | $82.84 | +1.0% |
| 24 | IWM | ISHARES TR | — | 9,108.0 | $2.7M | 1.00% | -1K | -10.0% | $300.47 | -1.5% |
| 25 | TSLA | TESLA INC | Consumer Cyclical | 6,416.0 | $2.7M | 0.99% | — | — | $420.60 | -15.8% |
| 26 | POCT | INNOVATOR ETFS TRUST | — | 57,959.0 | $2.7M | 0.98% | -10K | -15.1% | $46.41 | +2.4% |
| 27 | PAUG | INNOVATOR ETFS TRUST | — | 56,987.0 | $2.6M | 0.95% | -427.0 | -0.7% | $45.64 | +2.6% |
| 28 | UITB | VICTORY PORTFOLIOS II | — | 52,710.0 | $2.5M | 0.90% | +5K | +11.0% | $46.84 | -1.8% |
| 29 | BDEC | INNOVATOR ETFS TRUST | — | 44,641.0 | $2.4M | 0.87% | -7K | -13.2% | $53.20 | +2.9% |
| 30 | PDEC | INNOVATOR ETFS TRUST | — | 50,400.0 | $2.3M | 0.84% | -7K | -11.6% | $45.89 | +2.6% |
| 31 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 41,899.0 | $2.1M | 0.76% | +3K | +8.7% | $49.78 | -0.6% |
| 32 | IAPR | INNOVATOR ETFS TRUST | — | 60,893.0 | $2.0M | 0.74% | — | — | $33.21 | +3.2% |
| 33 | BALT | INNOVATOR ETFS TRUST | — | 58,807.0 | $2.0M | 0.74% | +8K | +16.6% | $34.27 | +1.5% |
| 34 | AGG | ISHARES TR | — | 19,594.0 | $1.9M | 0.71% | -2K | -10.6% | $98.98 | -2.0% |
| 35 | GAUG | FIRST TR EXCHNG TRADED FD VI | — | 43,286.0 | $1.8M | 0.66% | — | — | $41.42 | +2.0% |
| 36 | BMAR | INNOVATOR ETFS TRUST | — | 31,030.0 | $1.8M | 0.65% | +7K | +28.7% | $57.63 | +2.7% |
| 37 | BFEB | INNOVATOR ETFS TRUST | — | 33,166.0 | $1.7M | 0.64% | -1K | -3.8% | $52.64 | +2.7% |
| 38 | PMAR | INNOVATOR ETFS TRUST | — | 36,275.0 | $1.7M | 0.63% | +5K | +15.8% | $47.77 | +2.3% |
| 39 | GFEB | FIRST TR EXCHNG TRADED FD VI | — | 37,258.0 | $1.6M | 0.60% | -1K | -3.0% | $44.03 | +2.2% |
| 40 | PNOV | INNOVATOR ETFS TRUST | — | 35,603.0 | $1.6M | 0.58% | -5K | -12.8% | $44.35 | +2.7% |
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%