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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | FTRI | FIRST TR EXCHANGE-TRADED FD | — | 23,257.0 | $369K | 0.14% | -3K | -10.8% | $15.87 | +16.2% |
| 102 | MDY | STATE STR SPDR S&P MIDCAP 40 | Financial Services | 524.0 | $369K | 0.14% | — | — | $703.34 | -1.7% |
| 103 | UJAN | INNOVATOR ETFS TRUST | — | 8,081.0 | $366K | 0.13% | -533.0 | -6.2% | $45.33 | +2.3% |
| 104 | WFC | WELLS FARGO & CO | Financial Services | 4,390.0 | $363K | 0.13% | +940.0 | +27.2% | $82.64 | +8.9% |
| 105 | SUB | ISHARES TR | — | 3,370.0 | $359K | 0.13% | NEW | — | $106.47 | -0.5% |
| 106 | LLY | ELI LILLY & CO | Healthcare | 294.0 | $353K | 0.13% | NEW | — | $1199.85 | -4.3% |
| 107 | FMAY | FIRST TR EXCHNG TRADED FD VI | — | 6,210.0 | $349K | 0.13% | NEW | — | $56.20 | +2.4% |
| 108 | — | INNOVATOR ETFS TRUST | — | 12,705.0 | $349K | 0.13% | -2K | -10.8% | $27.46 | — |
| 109 | IJR | ISHARES TR | — | 2,327.0 | $345K | 0.13% | — | — | $148.32 | -2.0% |
| 110 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,353.0 | $344K | 0.13% | +115.0 | +9.3% | $254.12 | +8.3% |
| 111 | MUB | ISHARES TR | — | 3,125.0 | $336K | 0.12% | NEW | — | $107.62 | -3.3% |
| 112 | IJH | ISHARES TR | — | 4,238.0 | $327K | 0.12% | — | — | $77.11 | -1.6% |
| 113 | GNOV | FIRST TR EXCHNG TRADED FD VI | — | 7,774.0 | $325K | 0.12% | — | — | $41.80 | +2.3% |
| 114 | — | INNOVATOR ETFS TRUST | — | 12,155.0 | $321K | 0.12% | +4K | +46.7% | $26.42 | — |
| 115 | MARM | FIRST TR EXCHNG TRADED FD VI | — | 9,382.0 | $320K | 0.12% | -148.0 | -1.6% | $34.13 | +1.1% |
| 116 | UFEB | INNOVATOR ETFS TRUST | — | 8,275.0 | $320K | 0.12% | -572.0 | -6.5% | $38.65 | +2.2% |
| 117 | BJUL | INNOVATOR ETFS TRUST | — | 5,875.0 | $319K | 0.12% | +1K | +25.4% | $54.31 | +2.5% |
| 118 | XLI | SELECT SECTOR SPDR TR | — | 1,721.0 | $319K | 0.12% | — | — | $185.23 | -5.4% |
| 119 | META | META PLATFORMS INC | Communication Services | 555.0 | $313K | 0.11% | +102.0 | +22.5% | $563.46 | +9.5% |
| 120 | EIX | EDISON INTL | Utilities | 4,140.0 | $308K | 0.11% | +1K | +39.2% | $74.46 | -23.8% |
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%