Portfolio (Quarterly)
Guide ↗
Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | PAPR | INNOVATOR ETFS TRUST | — | 33,073.0 | $1.3M | 0.58% | — | — | $39.80 | +5.6% |
| 42 | TFLO | ISHARES TR | — | 25,273.0 | $1.3M | 0.56% | -2K | -8.1% | $50.63 | -0.0% |
| 43 | BMAR | INNOVATOR ETFS TRUST | — | 24,104.0 | $1.3M | 0.55% | +4K | +18.4% | $52.49 | +9.5% |
| 44 | GMAY | FIRST TR EXCHNG TRADED FD VI | — | 29,827.0 | $1.2M | 0.54% | +1K | +4.8% | $41.06 | +4.5% |
| 45 | PJAN | INNOVATOR ETFS TRUST | — | 26,008.0 | $1.2M | 0.53% | +7K | +40.2% | $46.13 | +6.9% |
| 46 | GMAR | FIRST TR EXCHNG TRADED FD VI | — | 28,113.0 | $1.2M | 0.51% | +12K | +80.0% | $41.69 | +5.8% |
| 47 | PJUL | INNOVATOR ETFS TRUST | — | 25,051.0 | $1.2M | 0.50% | -3K | -10.4% | $45.97 | +5.5% |
| 48 | VTI | VANGUARD INDEX FDS | — | 3,489.0 | $1.1M | 0.49% | +723.0 | +26.1% | $320.82 | +15.1% |
| 49 | NVDA | NVIDIA CORPORATION | Technology | 6,073.0 | $1.1M | 0.46% | +1K | +27.3% | $174.40 | +21.9% |
| 50 | MSFT | MICROSOFT CORP | Technology | 2,559.0 | $947K | 0.41% | -141.0 | -5.2% | $370.23 | +11.5% |
| 51 | ALL | ALLSTATE CORP | Financial Services | 4,166.0 | $864K | 0.38% | — | — | $207.34 | +0.7% |
| 52 | GOOGL | ALPHABET INC | Communication Services | 2,980.0 | $857K | 0.38% | +372.0 | +14.3% | $287.60 | +35.2% |
| 53 | — | ISHARES TR | — | 38,058.0 | $854K | 0.37% | -4K | -10.2% | $22.43 | — |
| 54 | — | ISHARES TR | — | 38,828.0 | $848K | 0.37% | -4K | -10.3% | $21.84 | — |
| 55 | FBND | FIDELITY MERRIMACK STR TR | — | 18,239.0 | $832K | 0.36% | -3K | -12.5% | $45.62 | -0.1% |
| 56 | BNOV | INNOVATOR ETFS TRUST | — | 18,726.0 | $806K | 0.35% | — | — | $43.02 | +10.7% |
| 57 | BJAN | INNOVATOR ETFS TRUST | — | 14,477.0 | $772K | 0.34% | +10K | +239.6% | $53.33 | +10.1% |
| 58 | UCON | FIRST TR EXCHNG TRADED FD VI | — | 29,563.0 | $732K | 0.32% | -476.0 | -1.6% | $24.77 | +0.4% |
| 59 | VGT | VANGUARD WORLD FD | — | 1,030.0 | $719K | 0.32% | +33.0 | +3.3% | $697.72 | -83.2% |
| 60 | BAMG | NORTHERN LTS FD TR IV | — | 19,658.0 | $718K | 0.31% | -440.0 | -2.2% | $36.52 | +19.1% |
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%