Portfolio (Quarterly)
Guide ↗
Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | GNOV | FIRST TR EXCHNG TRADED FD VI | — | 7,774.0 | $303K | 0.13% | NEW | — | $38.94 | +6.7% |
| 102 | JNJ | JOHNSON & JOHNSON | Healthcare | 1,238.0 | $303K | 0.13% | -95.0 | -7.1% | $244.46 | -5.4% |
| 103 | HON | HONEYWELL INTL INC | Industrials | 1,327.0 | $300K | 0.13% | -420.0 | -24.0% | $226.03 | +2.4% |
| 104 | IJR | ISHARES TR | — | 2,327.0 | $289K | 0.13% | +116.0 | +5.2% | $124.31 | +12.3% |
| 105 | IJH | ISHARES TR | — | 4,238.0 | $286K | 0.12% | +58.0 | +1.4% | $67.53 | +10.1% |
| 106 | GJUN | FIRST TR EXCHNG TRADED FD VI | — | 7,256.0 | $286K | 0.12% | — | — | $39.42 | +4.0% |
| 107 | XSEP | FIRST TR EXCHNG TRADED FD VI | — | 6,698.0 | $281K | 0.12% | — | — | $41.88 | +5.3% |
| 108 | XLI | SELECT SECTOR SPDR TR | — | 1,721.0 | $278K | 0.12% | — | — | $161.73 | +7.8% |
| 109 | VFH | VANGUARD WORLD FD | — | 2,296.0 | $277K | 0.12% | — | — | $120.81 | +4.5% |
| 110 | GDEC | FIRST TR EXCHNG TRADED FD VI | — | 7,432.0 | $275K | 0.12% | — | — | $37.02 | +7.1% |
| 111 | WFC | WELLS FARGO & CO | Financial Services | 3,450.0 | $275K | 0.12% | NEW | — | $79.62 | -4.4% |
| 112 | LOW | LOWES COS INC | Consumer Cyclical | 1,156.0 | $273K | 0.12% | -26.0 | -2.2% | $236.32 | -8.2% |
| 113 | QMAR | FIRST TR EXCHNG TRADED FD VI | — | 7,811.0 | $263K | 0.12% | — | — | $33.62 | +10.6% |
| 114 | RTX | RTX CORPORATION | Industrials | 1,361.0 | $263K | 0.12% | -216.0 | -13.7% | $192.89 | -8.5% |
| 115 | SPYV | SPDR SERIES TRUST | — | 4,620.0 | $261K | 0.11% | -540.0 | -10.5% | $56.58 | +8.0% |
| 116 | META | META PLATFORMS INC | Communication Services | 453.0 | $259K | 0.11% | -5.0 | -1.1% | $572.26 | +11.0% |
| 117 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 10,130.0 | $259K | 0.11% | +572.0 | +6.0% | $25.55 | +8.0% |
| 118 | BAMA | NORTHERN LTS FD TR IV | — | 7,630.0 | $252K | 0.11% | -209.0 | -2.7% | $33.05 | +11.0% |
| 119 | USMV | ISHARES TR | — | 2,716.0 | $252K | 0.11% | -942.0 | -25.8% | $92.74 | +3.6% |
| 120 | — | INNOVATOR ETFS TRUST | — | 8,644.0 | $251K | 0.11% | — | — | $29.07 | — |
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%