Portfolio (Quarterly)
Guide ↗
Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | FJAN | FIRST TR EXCHNG TRADED FD VI | — | 14,095.0 | $711K | 0.31% | +10K | +252.2% | $50.41 | +9.3% |
| 62 | BAMV | NORTHERN LTS FD TR IV | — | 21,046.0 | $684K | 0.30% | -473.0 | -2.2% | $32.51 | +8.2% |
| 63 | SPYM | SPDR SERIES TRUST | — | 8,832.0 | $676K | 0.30% | -894.0 | -9.2% | $76.54 | +16.0% |
| 64 | BAMD | NORTHERN LTS FD TR IV | — | 21,518.0 | $670K | 0.29% | -512.0 | -2.3% | $31.14 | +2.4% |
| 65 | BSEP | INNOVATOR ETFS TRUST | — | 13,125.0 | $631K | 0.28% | -7K | -34.9% | $48.08 | +9.2% |
| 66 | — | ISHARES TR | — | 28,127.0 | $627K | 0.28% | -4K | -12.9% | $22.28 | — |
| 67 | BUFQ | FIRST TR EXCHNG TRADED FD VI | — | 17,699.0 | $625K | 0.27% | +281.0 | +1.6% | $35.32 | +11.0% |
| 68 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 955.0 | $621K | 0.27% | -10.0 | -1.0% | $650.34 | +16.0% |
| 69 | — | INNOVATOR ETFS TRUST | — | 24,303.0 | $617K | 0.27% | -2K | -8.6% | $25.39 | — |
| 70 | ILDR | FIRST TR EXCHNG TRADED FD VI | — | 20,038.0 | $597K | 0.26% | -3K | -11.6% | $29.78 | +31.5% |
| 71 | FSEP | FIRST TR EXCHNG TRADED FD VI | — | 11,585.0 | $583K | 0.26% | — | — | $50.33 | +9.1% |
| 72 | AMZN | AMAZON COM INC | Consumer Cyclical | 2,734.0 | $569K | 0.25% | -158.0 | -5.5% | $208.26 | +31.3% |
| 73 | — | INNOVATOR ETFS TRUST | — | 20,578.0 | $550K | 0.24% | -195.0 | -0.9% | $26.75 | — |
| 74 | IVV | ISHARES TR | — | 807.0 | $527K | 0.23% | +69.0 | +9.3% | $653.21 | +16.0% |
| 75 | BAUG | INNOVATOR ETFS TRUST | — | 10,769.0 | $526K | 0.23% | -7K | -39.3% | $48.85 | +9.0% |
| 76 | VGSH | VANGUARD SCOTTSDALE FDS | — | 8,473.0 | $496K | 0.22% | — | — | $58.54 | -0.4% |
| 77 | KEYS | KEYSIGHT TECHNOLOGIES INC | Technology | 1,690.0 | $477K | 0.21% | — | — | $282.40 | +20.0% |
| 78 | — | FIRST TR EXCHNG TRADED FD VI | — | 21,185.0 | $474K | 0.21% | +449.0 | +2.2% | $22.38 | — |
| 79 | FFEB | FIRST TR EXCHNG TRADED FD VI | — | 8,463.0 | $473K | 0.21% | +2K | +39.1% | $55.85 | +9.2% |
| 80 | FTRI | FIRST TR EXCHANGE-TRADED FD | — | 26,057.0 | $465K | 0.20% | — | — | $17.85 | -3.6% |
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
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%