Portfolio (Quarterly)
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Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VTI | VANGUARD INDEX FDS | — | 4,267.0 | $1.6M | 0.58% | +778.0 | +22.3% | $370.02 | +2.6% |
| 42 | PAPR | INNOVATOR ETFS TRUST | — | 34,050.0 | $1.4M | 0.53% | +977.0 | +3.0% | $42.20 | +2.1% |
| 43 | GMAR | FIRST TR EXCHNG TRADED FD VI | — | 29,614.0 | $1.3M | 0.48% | +2K | +5.3% | $44.24 | +2.1% |
| 44 | NVDA | NVIDIA CORPORATION | Technology | 6,467.0 | $1.3M | 0.47% | +394.0 | +6.5% | $200.11 | +15.1% |
| 45 | GMAY | FIRST TR EXCHNG TRADED FD VI | — | 29,910.0 | $1.3M | 0.47% | — | — | $43.04 | +2.2% |
| 46 | PJAN | INNOVATOR ETFS TRUST | — | 23,803.0 | $1.2M | 0.43% | -2K | -8.5% | $49.49 | +2.4% |
| 47 | IVV | ISHARES TR | — | 1,556.0 | $1.2M | 0.43% | +749.0 | +92.8% | $748.89 | +3.3% |
| 48 | TFLO | ISHARES TR | — | 22,804.0 | $1.2M | 0.42% | -2K | -9.8% | $50.63 | -0.2% |
| 49 | COST | COSTCO WHOLESALE CORPORATION | Consumer Defensive | 1,227.0 | $1.1M | 0.42% | -194.0 | -13.7% | $935.59 | -2.1% |
| 50 | GOOGL | ALPHABET INC | Communication Services | 3,134.0 | $1.1M | 0.41% | +154.0 | +5.2% | $357.43 | -5.3% |
| 51 | PJUL | INNOVATOR ETFS TRUST | — | 21,208.0 | $1.0M | 0.38% | -4K | -15.3% | $48.81 | +2.0% |
| 52 | ALL | ALLSTATE CORP | Financial Services | 4,166.0 | $991K | 0.36% | — | — | $237.94 | +9.1% |
| 53 | MSFT | MICROSOFT CORP | Technology | 2,640.0 | $985K | 0.36% | +81.0 | +3.2% | $373.10 | +33.9% |
| 54 | VGT | VANGUARD WORLD FD | — | 8,240.0 | $985K | 0.36% | +7K | +700.0% | $119.52 | +1.5% |
| 55 | BAMG | NORTHERN LTS FD TR IV | — | 19,232.0 | $871K | 0.32% | -426.0 | -2.2% | $45.28 | -1.4% |
| 56 | ILDR | FIRST TR EXCHNG TRADED FD VI | — | 21,570.0 | $847K | 0.31% | +2K | +7.7% | $39.24 | -0.5% |
| 57 | UCON | FIRST TR EXCHNG TRADED FD VI | — | 33,420.0 | $832K | 0.30% | +4K | +13.1% | $24.88 | -1.4% |
| 58 | BJAN | INNOVATOR ETFS TRUST | — | 14,037.0 | $826K | 0.30% | -440.0 | -3.0% | $58.87 | +2.9% |
| 59 | BMAY | INNOVATOR ETFS TRUST | — | 16,507.0 | $782K | 0.28% | NEW | — | $47.35 | +2.6% |
| 60 | — | ISHARES TR | — | 34,877.0 | $780K | 0.28% | -3K | -8.4% | $22.37 | — |
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%