Portfolio (Quarterly)
Guide ↗
Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | ILDR | FIRST TR EXCHNG TRADED FD VI | — | 22,665.0 | $748K | 0.33% | NEW | — | $32.99 | +17.9% |
| 62 | — | ISHARES TR | — | 32,306.0 | $723K | 0.32% | NEW | — | $22.37 | — |
| 63 | BAMV | NORTHERN LTS FD TR IV | — | 21,519.0 | $697K | 0.31% | NEW | — | $32.41 | +8.6% |
| 64 | BOCT | INNOVATOR ETFS TRUST | — | 13,655.0 | $675K | 0.30% | NEW | — | $49.42 | +7.0% |
| 65 | — | INNOVATOR ETFS TRUST | — | 26,589.0 | $675K | 0.30% | NEW | — | $25.38 | — |
| 66 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,892.0 | $667K | 0.29% | NEW | — | $230.81 | +16.8% |
| 67 | BAMD | NORTHERN LTS FD TR IV | — | 22,030.0 | $661K | 0.29% | NEW | — | $30.02 | +6.6% |
| 68 | SPY | SPDR S&P 500 ETF TR | Financial Services | 965.0 | $658K | 0.29% | NEW | — | $681.92 | +10.5% |
| 69 | GMAR | FIRST TR EXCHNG TRADED FD VI | — | 15,623.0 | $640K | 0.28% | NEW | — | $40.94 | +7.7% |
| 70 | BUFQ | FIRST TR EXCHNG TRADED FD VI | — | 17,418.0 | $624K | 0.28% | NEW | — | $35.84 | +9.3% |
| 71 | FSEP | FIRST TR EXCHNG TRADED FD VI | — | 11,586.0 | $597K | 0.26% | NEW | — | $51.56 | +6.4% |
| 72 | — | INNOVATOR ETFS TRUST | — | 20,773.0 | $557K | 0.25% | NEW | — | $26.84 | — |
| 73 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,872.0 | $510K | 0.23% | NEW | — | $177.75 | -22.4% |
| 74 | IVV | ISHARES TR | — | 738.0 | $505K | 0.22% | NEW | — | $684.94 | +10.5% |
| 75 | VGSH | VANGUARD SCOTTSDALE FDS | — | 8,473.0 | $498K | 0.22% | NEW | — | $58.73 | -0.7% |
| 76 | — | FIRST TR EXCHNG TRADED FD VI | — | 20,736.0 | $461K | 0.20% | NEW | — | $22.24 | — |
| 77 | BUFD | FIRST TR EXCHNG TRADED FD VI | — | 15,715.0 | $444K | 0.20% | NEW | — | $28.24 | +5.0% |
| 78 | ABBV | ABBVIE INC | Healthcare | 1,870.0 | $427K | 0.19% | NEW | — | $228.48 | -4.8% |
| 79 | VEA | VANGUARD TAX-MANAGED FDS | — | 6,643.0 | $415K | 0.18% | NEW | — | $62.47 | +14.5% |
| 80 | FTRI | FIRST TR EXCHANGE TRADED FD | — | 26,036.0 | $408K | 0.18% | NEW | — | $15.67 | +9.6% |
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%