Portfolio (Quarterly)
Guide ↗
Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | AMZN | AMAZON COM INC | Consumer Cyclical | 3,258.0 | $777K | 0.28% | +524.0 | +19.2% | $238.35 | +8.5% |
| 62 | SPYM | SPDR SERIES TRUST | — | 8,833.0 | $776K | 0.28% | — | — | $87.88 | +3.2% |
| 63 | — | ISHARES TR | — | 35,591.0 | $771K | 0.28% | -3K | -8.3% | $21.65 | — |
| 64 | BJUN | INNOVATOR ETFS TRUST | — | 15,515.0 | $755K | 0.28% | +11K | +256.9% | $48.68 | +2.4% |
| 65 | FBND | FIDELITY MERRIMACK STR TR | — | 16,272.0 | $740K | 0.27% | -2K | -10.8% | $45.49 | -1.7% |
| 66 | BAMV | NORTHERN LTS FD TR IV | — | 20,663.0 | $727K | 0.27% | -383.0 | -1.8% | $35.16 | +8.2% |
| 67 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 964.0 | $720K | 0.26% | +9.0 | +0.9% | $746.77 | +3.1% |
| 68 | FJAN | FIRST TR EXCHNG TRADED FD VI | — | 12,625.0 | $696K | 0.25% | -1K | -10.4% | $55.09 | +2.7% |
| 69 | BUFQ | FIRST TR EXCHNG TRADED FD VI | — | 17,699.0 | $695K | 0.25% | — | — | $39.27 | +1.4% |
| 70 | VEA | VANGUARD TAX-MANAGED FDS | — | 9,701.0 | $691K | 0.25% | +3K | +39.9% | $71.25 | +3.5% |
| 71 | BAMD | NORTHERN LTS FD TR IV | — | 21,163.0 | $689K | 0.25% | -355.0 | -1.6% | $32.58 | +6.1% |
| 72 | BSEP | INNOVATOR ETFS TRUST | — | 13,066.0 | $689K | 0.25% | — | — | $52.73 | +3.0% |
| 73 | DJUN | FIRST TR EXCHNG TRADED FD VI | — | 13,843.0 | $682K | 0.25% | +9K | +198.2% | $49.28 | +1.9% |
| 74 | FSEP | FIRST TR EXCHNG TRADED FD VI | — | 11,471.0 | $632K | 0.23% | -114.0 | -1.0% | $55.08 | +3.2% |
| 75 | VTEB | VANGUARD MUN BD FDS | — | 12,484.0 | $631K | 0.23% | NEW | — | $50.58 | -3.4% |
| 76 | — | INNOVATOR ETFS TRUST | — | 23,494.0 | $610K | 0.22% | -809.0 | -3.3% | $25.98 | — |
| 77 | KEYS | KEYSIGHT TECHNOLOGIES INC | Technology | 1,676.0 | $587K | 0.21% | -14.0 | -0.8% | $350.11 | -6.5% |
| 78 | — | VANGUARD CALIF TAX FREE FDS | — | 5,794.0 | $583K | 0.21% | NEW | — | $100.60 | — |
| 79 | — | INNOVATOR ETFS TRUST | — | 20,314.0 | $561K | 0.20% | -264.0 | -1.3% | $27.61 | — |
| 80 | BAUG | INNOVATOR ETFS TRUST | — | 10,459.0 | $561K | 0.20% | -310.0 | -2.9% | $53.61 | +3.5% |
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%