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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | UNOV | INNOVATOR ETFS TRUST | — | 6,597.0 | $246K | 0.11% | -453.0 | -6.4% | $37.27 | +7.5% |
| 122 | UDEC | INNOVATOR ETFS TRUST | — | 6,330.0 | $246K | 0.11% | -436.0 | -6.4% | $38.84 | +7.2% |
| 123 | FJUN | FIRST TR EXCHNG TRADED FD VI | — | 4,351.0 | $246K | 0.11% | -49.0 | -1.1% | $56.50 | +5.7% |
| 124 | KNG | FIRST TR EXCHANGE-TRADED FD | — | 5,008.0 | $244K | 0.11% | +302.0 | +6.4% | $48.71 | +0.1% |
| 125 | BAMO | NORTHERN LTS FD TR IV | — | 7,655.0 | $243K | 0.11% | -209.0 | -2.7% | $31.78 | +8.1% |
| 126 | AXP | AMERICAN EXPRESS CO | Financial Services | 802.0 | $243K | 0.11% | -82.0 | -9.3% | $302.72 | +3.5% |
| 127 | BAMY | NORTHERN LTS FD TR IV | — | 8,813.0 | $241K | 0.11% | -216.0 | -2.4% | $27.34 | +0.3% |
| 128 | BINC | BLACKROCK ETF TRUST II | — | 4,588.0 | $238K | 0.10% | +38.0 | +0.8% | $51.93 | +0.7% |
| 129 | — | FIRST TR EXCHANGE-TRADED FD | — | 6,355.0 | $236K | 0.10% | -885.0 | -12.2% | $37.19 | — |
| 130 | BJUL | INNOVATOR ETFS TRUST | — | 4,687.0 | $233K | 0.10% | — | — | $49.69 | +8.5% |
| 131 | — | FIRST TR EXCHNG TRADED FD VI | — | 9,723.0 | $228K | 0.10% | +276.0 | +2.9% | $23.40 | — |
| 132 | J | JACOBS SOLUTIONS INC | Industrials | 1,769.0 | $225K | 0.10% | — | — | $127.28 | -6.7% |
| 133 | UNP | UNION PAC CORP | Industrials | 917.0 | $223K | 0.10% | -28.0 | -3.0% | $242.70 | +10.1% |
| 134 | TOTL | SSGA ACTIVE ETF TR | — | 5,553.0 | $221K | 0.10% | -62.0 | -1.1% | $39.73 | -0.5% |
| 135 | DJUN | FIRST TR EXCHNG TRADED FD VI | — | 4,642.0 | $218K | 0.10% | — | — | $47.04 | +4.4% |
| 136 | XLV | SELECT SECTOR SPDR TR | — | 1,488.0 | $218K | 0.10% | — | — | $146.61 | +2.8% |
| 137 | GILD | GILEAD SCIENCES INC | Healthcare | 1,563.0 | $218K | 0.10% | -114.0 | -6.8% | $139.31 | -3.2% |
| 138 | EIX | EDISON INTL | Utilities | 2,974.0 | $218K | 0.10% | NEW | — | $73.18 | -3.4% |
| 139 | KMI | KINDER MORGAN INC DEL | Energy | 6,376.0 | $214K | 0.09% | NEW | — | $33.53 | -4.3% |
| 140 | USB | US BANCORP | Financial Services | 4,101.0 | $213K | 0.09% | -48.0 | -1.2% | $52.01 | +4.8% |
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
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%