Portfolio (Quarterly)
Guide ↗
Chris Bulman Inc
· CIK 0002032404| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 35,322.0 | $24.3M | 8.86% | +6K | +21.0% | $686.79 | +2.3% |
| 2 | RDVY | FIRST TR EXCHANGE TRADED FD | — | 233,836.0 | $19.0M | 6.92% | +19K | +8.6% | $81.06 | -0.6% |
| 3 | QQQ | INVESCO QQQ TR | Financial Services | 25,466.0 | $18.8M | 6.85% | +3K | +11.6% | $736.43 | -2.9% |
| 4 | AAPL | APPLE INC | Technology | 49,519.0 | $14.3M | 5.23% | +4K | +9.8% | $289.36 | +14.8% |
| 5 | AVEM | AMERICAN CENTY ETF TR | — | 91,934.0 | $8.9M | 3.24% | +13K | +17.0% | $96.49 | -1.2% |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 226,813.0 | $8.3M | 3.03% | -2K | -1.0% | $36.53 | +2.3% |
| 7 | PJUN | INNOVATOR ETFS TRUST | — | 180,016.0 | $7.8M | 2.84% | +20K | +12.3% | $43.23 | +1.7% |
| 8 | SDVY | FIRST TR EXCHANGE TRADED FD | — | 169,980.0 | $7.3M | 2.68% | +31K | +22.6% | $43.14 | -1.1% |
| 9 | SCHD | SCHWAB STRATEGIC TR | — | 214,147.0 | $6.8M | 2.48% | +36K | +20.1% | $31.71 | +7.6% |
| 10 | WCMI | FIRST TR EXCHANGE-TRADED FD | — | 306,389.0 | $6.0M | 2.19% | +19K | +6.5% | $19.57 | +0.4% |
| 11 | VTV | VANGUARD INDEX FDS | — | 26,027.0 | $5.7M | 2.07% | -894.0 | -3.3% | $217.93 | +2.8% |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | — | 23,326.0 | $5.5M | 2.02% | -3K | -12.0% | $236.63 | +1.2% |
| 13 | VB | VANGUARD INDEX FDS | — | 17,950.0 | $5.4M | 1.99% | -331.0 | -1.8% | $303.14 | -3.2% |
| 14 | VUG | VANGUARD INDEX FDS | — | 58,911.0 | $5.1M | 1.85% | +48K | +447.1% | $86.14 | +2.2% |
| 15 | DBEF | DBX ETF TR | — | 88,483.0 | $4.8M | 1.76% | +15K | +21.2% | $54.63 | +0.7% |
| 16 | FICS | FIRST TR EXCHANGE TRADED FD | — | 105,914.0 | $4.4M | 1.62% | -2K | -1.8% | $41.78 | -1.3% |
| 17 | BIV | VANGUARD BD INDEX FDS | — | 48,264.0 | $3.7M | 1.35% | +5K | +11.2% | $76.70 | -3.4% |
| 18 | SPHD | INVESCO EXCH TRADED FD TR II | — | 67,003.0 | $3.4M | 1.24% | -6K | -8.6% | $50.84 | +0.9% |
| 19 | PMAY | INNOVATOR ETFS TRUST | — | 78,200.0 | $3.2M | 1.18% | +8K | +10.8% | $41.30 | +2.0% |
| 20 | IEFA | ISHARES TR | — | 32,352.0 | $3.1M | 1.14% | -3K | -8.6% | $96.58 | +3.0% |
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
42.9%
Technology
37.8%
Consumer Cyclical
7.1%
Healthcare
3.2%
Communication Services
2.8%
Industrials
2.3%
Consumer Defensive
2.2%
Utilities
1.1%
Energy
0.4%