Portfolio (Quarterly)
Guide ↗
Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | BOCT | INNOVATOR ETFS TRUST | — | 9,395.0 | $451K | 0.20% | -4K | -31.2% | $47.99 | +9.9% |
| 82 | VEA | VANGUARD TAX-MANAGED FDS | — | 6,935.0 | $444K | 0.20% | +292.0 | +4.4% | $64.08 | +10.7% |
| 83 | XOM | EXXON MOBIL CORP | Energy | 2,592.0 | $440K | 0.19% | -297.0 | -10.3% | $169.72 | -12.0% |
| 84 | ABBV | ABBVIE INC | Healthcare | 1,983.0 | $431K | 0.19% | +113.0 | +6.0% | $217.53 | -0.4% |
| 85 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 7,590.0 | $430K | 0.19% | +2K | +33.9% | $56.68 | -0.9% |
| 86 | BUFD | FIRST TR EXCHNG TRADED FD VI | — | 14,985.0 | $420K | 0.18% | -730.0 | -4.7% | $28.00 | +5.7% |
| 87 | — | INNOVATOR ETFS TRUST | — | 14,457.0 | $386K | 0.17% | — | — | $26.72 | — |
| 88 | — | INNOVATOR ETFS TRUST | — | 14,248.0 | $378K | 0.17% | — | — | $26.55 | — |
| 89 | FDEC | FIRST TR EXCHNG TRADED FD VI | — | 7,509.0 | $373K | 0.16% | -459.0 | -5.8% | $49.72 | +9.1% |
| 90 | UJAN | INNOVATOR ETFS TRUST | — | 8,614.0 | $366K | 0.16% | NEW | — | $42.51 | +6.2% |
| 91 | GLD | SPDR GOLD TR | Financial Services | 791.0 | $340K | 0.15% | NEW | — | $430.29 | -5.5% |
| 92 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,271.0 | $332K | 0.15% | -601.0 | -20.9% | $146.28 | -5.6% |
| 93 | UOCT | INNOVATOR ETFS TRUST | — | 8,559.0 | $327K | 0.14% | -443.0 | -4.9% | $38.24 | +7.0% |
| 94 | MDY | STATE STR SPDR S&P MIDCAP 40 | Financial Services | 524.0 | $323K | 0.14% | NEW | — | $616.76 | +9.2% |
| 95 | CAT | CATERPILLAR INC | Industrials | 454.0 | $322K | 0.14% | -70.0 | -13.4% | $709.37 | +25.1% |
| 96 | UFEB | INNOVATOR ETFS TRUST | — | 8,847.0 | $321K | 0.14% | NEW | — | $36.30 | +6.2% |
| 97 | AVGO | BROADCOM INC | Technology | 1,035.0 | $320K | 0.14% | +77.0 | +8.0% | $309.53 | +35.7% |
| 98 | AMAT | APPLIED MATLS INC | Technology | 935.0 | $320K | 0.14% | -136.0 | -12.7% | $341.76 | +28.7% |
| 99 | MARM | FIRST TR EXCHNG TRADED FD VI | — | 9,530.0 | $319K | 0.14% | -512.0 | -5.1% | $33.48 | +1.8% |
| 100 | BAPR | INNOVATOR ETFS TRUST | — | 6,505.0 | $319K | 0.14% | -361.0 | -5.3% | $48.98 | +8.2% |
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%