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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | PMAR | INNOVATOR ETFS TRUST | — | 28,343.0 | $1.3M | 0.56% | NEW | — | $44.94 | +6.2% |
| 42 | GMAY | FIRST TR EXCHNG TRADED FD VI | — | 28,461.0 | $1.2M | 0.52% | NEW | — | $41.29 | +4.4% |
| 43 | BMAR | INNOVATOR ETFS TRUST | — | 20,362.0 | $1.1M | 0.48% | NEW | — | $53.05 | +8.5% |
| 44 | BFEB | INNOVATOR ETFS TRUST | — | 21,367.0 | $1.0M | 0.46% | NEW | — | $48.66 | +7.9% |
| 45 | INTU | INTUIT | Technology | 1,557.0 | $1.0M | 0.46% | NEW | — | $662.42 | -52.4% |
| 46 | BSEP | INNOVATOR ETFS TRUST | — | 20,154.0 | $993K | 0.44% | NEW | — | $49.25 | +6.6% |
| 47 | FBND | FIDELITY MERRIMACK STR TR | — | 20,854.0 | $960K | 0.42% | NEW | — | $46.04 | -1.2% |
| 48 | — | ISHARES TR | — | 42,363.0 | $952K | 0.42% | NEW | — | $22.47 | — |
| 49 | — | ISHARES TR | — | 43,267.0 | $949K | 0.42% | NEW | — | $21.95 | — |
| 50 | VTI | VANGUARD INDEX FDS | — | 2,766.0 | $927K | 0.41% | NEW | — | $335.31 | +10.9% |
| 51 | NVDA | NVIDIA CORPORATION | Technology | 4,771.0 | $890K | 0.39% | NEW | — | $186.51 | +14.9% |
| 52 | BAUG | INNOVATOR ETFS TRUST | — | 17,743.0 | $888K | 0.39% | NEW | — | $50.04 | +6.4% |
| 53 | PJAN | INNOVATOR ETFS TRUST | — | 18,556.0 | $873K | 0.39% | NEW | — | $47.02 | +5.3% |
| 54 | ALL | ALLSTATE CORP | Financial Services | 4,166.0 | $867K | 0.38% | NEW | — | $208.15 | +0.2% |
| 55 | BNOV | INNOVATOR ETFS TRUST | — | 18,682.0 | $831K | 0.37% | NEW | — | $44.46 | +7.5% |
| 56 | GOOGL | ALPHABET INC | Communication Services | 2,608.0 | $816K | 0.36% | NEW | — | $313.03 | +24.8% |
| 57 | BAMG | NORTHERN LTS FD TR IV | — | 20,098.0 | $807K | 0.36% | NEW | — | $40.13 | +9.2% |
| 58 | SPYM | SPDR SERIES TRUST | — | 9,726.0 | $780K | 0.34% | NEW | — | $80.22 | +10.8% |
| 59 | UCON | FIRST TR EXCHNG TRADED FD VI | — | 30,039.0 | $756K | 0.33% | NEW | — | $25.17 | -1.1% |
| 60 | VGT | VANGUARD WORLD FD | — | 997.0 | $752K | 0.33% | NEW | — | $753.78 | -84.2% |
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%