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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | ESGU | ISHARES TR | — | 3,393.0 | $555K | 0.20% | NEW | — | $163.67 | +3.1% |
| 82 | BAPR | INNOVATOR ETFS TRUST | — | 10,368.0 | $552K | 0.20% | +4K | +59.4% | $53.26 | +2.5% |
| 83 | — | ISHARES TR | — | 24,939.0 | $552K | 0.20% | -3K | -11.3% | $22.14 | — |
| 84 | BNOV | INNOVATOR ETFS TRUST | — | 11,338.0 | $542K | 0.20% | -7K | -39.5% | $47.81 | +3.0% |
| 85 | GOOG | ALPHABET INC | — | 1,436.0 | $508K | 0.18% | NEW | — | $353.43 | — |
| 86 | ABBV | ABBVIE INC | Healthcare | 2,003.0 | $504K | 0.18% | +20.0 | +1.0% | $251.65 | +1.9% |
| 87 | AVGO | BROADCOM INC | Technology | 1,329.0 | $502K | 0.18% | +294.0 | +28.4% | $377.81 | -5.3% |
| 88 | — | FIRST TR EXCHNG TRADED FD VI | — | 21,185.0 | $496K | 0.18% | — | — | $23.41 | — |
| 89 | CMF | ISHARES TR | — | 8,589.0 | $495K | 0.18% | NEW | — | $57.64 | -3.4% |
| 90 | VGSH | VANGUARD SCOTTSDALE FDS | — | 8,473.0 | $493K | 0.18% | — | — | $58.20 | -0.5% |
| 91 | — | FIRST TR EXCHNG TRADED FD VI | — | 15,494.0 | $491K | 0.18% | NEW | — | $31.68 | — |
| 92 | FFEB | FIRST TR EXCHNG TRADED FD VI | — | 8,041.0 | $490K | 0.18% | -422.0 | -5.0% | $60.98 | +2.7% |
| 93 | BUFD | FIRST TR EXCHNG TRADED FD VI | — | 14,985.0 | $445K | 0.16% | — | — | $29.72 | +2.3% |
| 94 | HEQQ | J P MORGAN EXCHANGE TRADED F | — | 7,143.0 | $437K | 0.16% | NEW | — | $61.20 | +0.2% |
| 95 | HELO | J P MORGAN EXCHANGE TRADED F | — | 6,429.0 | $434K | 0.16% | NEW | — | $67.58 | +3.2% |
| 96 | INTC | INTEL CORP | Technology | 2,945.0 | $411K | 0.15% | NEW | — | $139.62 | -31.4% |
| 97 | FDEC | FIRST TR EXCHNG TRADED FD VI | — | 7,509.0 | $409K | 0.15% | — | — | $54.47 | +2.7% |
| 98 | AMAT | APPLIED MATLS INC | Technology | 564.0 | $408K | 0.15% | -371.0 | -39.7% | $722.96 | -37.1% |
| 99 | — | INNOVATOR ETFS TRUST | — | 14,588.0 | $402K | 0.15% | +131.0 | +0.9% | $27.56 | — |
| 100 | — | FIRST TR EXCHANGE-TRADED FD | — | 7,336.0 | $399K | 0.15% | +981.0 | +15.4% | $54.40 | — |
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%