Portfolio (Quarterly)
Guide ↗
Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | IEMG | ISHARES INC | — | 41,287.0 | $2.8M | 1.23% | NEW | — | $67.22 | +22.6% |
| 22 | PMAY | INNOVATOR ETFS TRUST | — | 69,957.0 | $2.8M | 1.23% | NEW | — | $39.59 | +4.3% |
| 23 | IWM | ISHARES TR | — | 11,048.0 | $2.7M | 1.20% | NEW | — | $246.16 | +17.3% |
| 24 | PFEB | INNOVATOR ETFS TRUST | — | 63,976.0 | $2.6M | 1.15% | NEW | — | $40.72 | +5.4% |
| 25 | AGG | ISHARES TR | — | 25,838.0 | $2.6M | 1.14% | NEW | — | $99.88 | -1.1% |
| 26 | BDEC | INNOVATOR ETFS TRUST | — | 50,608.0 | $2.5M | 1.11% | NEW | — | $49.56 | +7.1% |
| 27 | PDEC | INNOVATOR ETFS TRUST | — | 57,698.0 | $2.5M | 1.11% | NEW | — | $43.38 | +5.4% |
| 28 | TSLA | TESLA INC | Consumer Cyclical | 5,469.0 | $2.5M | 1.09% | NEW | — | $449.72 | -2.0% |
| 29 | UITB | VICTORY PORTFOLIOS II | — | 44,961.0 | $2.1M | 0.94% | NEW | — | $47.35 | -1.3% |
| 30 | IAPR | INNOVATOR ETFS TRUST | — | 59,599.0 | $1.8M | 0.81% | NEW | — | $30.84 | +7.3% |
| 31 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 36,149.0 | $1.8M | 0.80% | NEW | — | $49.99 | -0.5% |
| 32 | PNOV | INNOVATOR ETFS TRUST | — | 42,067.0 | $1.8M | 0.78% | NEW | — | $41.78 | +5.7% |
| 33 | BALT | INNOVATOR ETFS TRUST | — | 51,506.0 | $1.7M | 0.76% | NEW | — | $33.51 | +1.9% |
| 34 | GAUG | FIRST TR EXCHNG TRADED FD VI | — | 41,984.0 | $1.6M | 0.73% | NEW | — | $39.26 | +4.7% |
| 35 | COST | COSTCO WHSL CORP NEW | Consumer Defensive | 1,785.0 | $1.5M | 0.68% | NEW | — | $862.42 | +16.5% |
| 36 | GFEB | FIRST TR EXCHNG TRADED FD VI | — | 35,056.0 | $1.5M | 0.64% | NEW | — | $41.53 | +5.6% |
| 37 | TFLO | ISHARES TR | — | 27,499.0 | $1.4M | 0.61% | NEW | — | $50.46 | +0.3% |
| 38 | MSFT | MICROSOFT CORP | Technology | 2,700.0 | $1.3M | 0.58% | NEW | — | $483.65 | -12.2% |
| 39 | PJUL | INNOVATOR ETFS TRUST | — | 27,958.0 | $1.3M | 0.57% | NEW | — | $46.43 | +4.4% |
| 40 | PAPR | INNOVATOR ETFS TRUST | — | 33,024.0 | $1.3M | 0.57% | NEW | — | $39.12 | +7.6% |
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
40.7%
Technology
37.2%
Consumer Cyclical
8.5%
Industrials
3.5%
Consumer Defensive
3.2%
Healthcare
2.9%
Communication Services
2.8%
Energy
0.7%
Utilities
0.4%