Portfolio (Quarterly)
Guide ↗
Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | WCMI | FIRST TR EXCHANGE-TRADED FD | — | 287,768.0 | $4.8M | 2.11% | NEW | — | $16.77 | +13.5% |
| 2 | SPHD | INVESCO EXCH TRADED FD TR II | — | 73,280.0 | $3.6M | 1.59% | NEW | — | $49.61 | +1.2% |
| 3 | UJAN | INNOVATOR ETFS TRUST | — | 8,614.0 | $366K | 0.16% | NEW | — | $42.51 | +6.2% |
| 4 | GLD | SPDR GOLD TR | Financial Services | 791.0 | $340K | 0.15% | NEW | — | $430.29 | -5.1% |
| 5 | MDY | STATE STR SPDR S&P MIDCAP 40 | Financial Services | 524.0 | $323K | 0.14% | NEW | — | $616.76 | +10.0% |
| 6 | UFEB | INNOVATOR ETFS TRUST | — | 8,847.0 | $321K | 0.14% | NEW | — | $36.30 | +6.2% |
| 7 | GNOV | FIRST TR EXCHNG TRADED FD VI | — | 7,774.0 | $303K | 0.13% | NEW | — | $38.94 | +6.7% |
| 8 | WFC | WELLS FARGO & CO | Financial Services | 3,450.0 | $275K | 0.12% | NEW | — | $79.62 | -2.6% |
| 9 | EIX | EDISON INTL | Utilities | 2,974.0 | $218K | 0.10% | NEW | — | $73.18 | -2.1% |
| 10 | KMI | KINDER MORGAN INC DEL | Energy | 6,376.0 | $214K | 0.09% | NEW | — | $33.53 | -3.9% |
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%