The Analysis of Chris Bulman Inc's Holdings & P&L


Currently, Chris Bulman Inc holds 165 types of securities in its portfolio with a total value $273.8M. In the most recent quarter, they have increased their positions in VOO (+6.1K shares, valued at $4.2M), VUG (+48.1K shares, valued at $4.1M), QQQ (+2.6K shares, valued at $1.9M); decreased their positions in VIG (-3.2K shares, valued at $754.1K), POCT (-10.3K shares, valued at $479.4K), BDEC (-6.8K shares, valued at $360.8K); initiated new positions in BMAY (+16.5K shares, valued at $781.6K), VTEB (+12.5K shares, valued at $631.4K), VTEC (+5.8K shares, valued at $582.9K).


1M P&L
+1.8M+0.68%
3M P&L
+10.7M+4.24%
HY P&L
-1.3M-0.49%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A232.1M
89.0%
2Consumer Electronics14.3M
5.5%
3Auto Manufacturers2.7M
1.0%

Top Industries by Stock Count

1N/A122 stocks
81.3%
2Drug Manufacturers - General4 stocks
2.7%
3Semiconductors3 stocks
2.0%
Stock Holdings
VOO
VANGUARD INDEX FDS
21.04%
Shares35.3K
Event2026-06-30
Filed2026-07-22
RDVY
FIRST TR EXCHANGE TRADED FD
8.63%
Shares233.8K
Event2026-06-30
Filed2026-07-22
QQQ
INVESCO QQQ TR
11.58%
Shares25.5K
Event2026-06-30
Filed2026-07-22
AAPL
APPLE INC
9.76%
Shares49.5K
Event2026-06-30
Filed2026-07-22
AVEM
AMERICAN CENTY ETF TR
17.03%
Shares91.9K
Event2026-06-30
Filed2026-07-22
BUFR
FIRST TR EXCHNG TRADED FD VI
-1.00%
Shares226.8K
Event2026-06-30
Filed2026-07-22
PJUN
INNOVATOR ETFS TRUST
12.29%
Shares180.0K
Event2026-06-30
Filed2026-07-22
SDVY
FIRST TR EXCHANGE TRADED FD
22.56%
Shares170.0K
Event2026-06-30
Filed2026-07-22
SCHD
SCHWAB STRATEGIC TR
20.14%
Shares214.1K
Event2026-06-30
Filed2026-07-22
WCMI
FIRST TR EXCHANGE-TRADED FD
6.47%
Shares306.4K
Event2026-06-30
Filed2026-07-22
VTV
VANGUARD INDEX FDS
-3.32%
Shares26.0K
Event2026-06-30
Filed2026-07-22
VIG
VANGUARD SPECIALIZED FUNDS
-12.02%
Shares23.3K
Event2026-06-30
Filed2026-07-22
VB
VANGUARD INDEX FDS
-1.81%
Shares17.9K
Event2026-06-30
Filed2026-07-22
VUG
VANGUARD INDEX FDS
447.14%
Shares58.9K
Event2026-06-30
Filed2026-07-22
DBEF
DBX ETF TR
21.20%
Shares88.5K
Event2026-06-30
Filed2026-07-22
FICS
FIRST TR EXCHANGE TRADED FD
-1.78%
Shares105.9K
Event2026-06-30
Filed2026-07-22
BIV
VANGUARD BD INDEX FDS
11.16%
Shares48.3K
Event2026-06-30
Filed2026-07-22
SPHD
INVESCO EXCH TRADED FD TR II
-8.57%
Shares67.0K
Event2026-06-30
Filed2026-07-22
PMAY
INNOVATOR ETFS TRUST
10.77%
Shares78.2K
Event2026-06-30
Filed2026-07-22
ISHARES TR
ISHARES TR
-8.58%
Shares32.4K
Event2026-06-30
Filed2026-07-22
PFEB
INNOVATOR ETFS TRUST
-1.39%
Shares70.2K
Event2026-06-30
Filed2026-07-22
PSEP
INNOVATOR ETFS TRUST
-4.47%
Shares64.5K
Event2026-06-30
Filed2026-07-22
IEMG
ISHARES INC
-9.82%
Shares34.7K
Event2026-06-30
Filed2026-07-22
IWM
ISHARES TR
-10.04%
Shares9.1K
Event2026-06-30
Filed2026-07-22
TSLA
TESLA INC
0.00%
Shares6.4K
Event2026-06-30
Filed2026-07-22
POCT
INNOVATOR ETFS TRUST
-15.13%
Shares58.0K
Event2026-06-30
Filed2026-07-22
PAUG
INNOVATOR ETFS TRUST
-0.74%
Shares57.0K
Event2026-06-30
Filed2026-07-22
UITB
VICTORY PORTFOLIOS II
11.00%
Shares52.7K
Event2026-06-30
Filed2026-07-22
BDEC
INNOVATOR ETFS TRUST
-13.19%
Shares44.6K
Event2026-06-30
Filed2026-07-22
PDEC
INNOVATOR ETFS TRUST
-11.56%
Shares50.4K
Event2026-06-30
Filed2026-07-22
LMBS
FIRST TR EXCHANGE-TRADED FD
8.67%
Shares41.9K
Event2026-06-30
Filed2026-07-22
IAPR
INNOVATOR ETFS TRUST
-0.49%
Shares60.9K
Event2026-06-30
Filed2026-07-22
BALT
INNOVATOR ETFS TRUST
16.64%
Shares58.8K
Event2026-06-30
Filed2026-07-22
ISHARES TR
ISHARES TR
-10.62%
Shares19.6K
Event2026-06-30
Filed2026-07-22
GAUG
FIRST TR EXCHNG TRADED FD VI
0.26%
Shares43.3K
Event2026-06-30
Filed2026-07-22
BMAR
INNOVATOR ETFS TRUST
28.73%
Shares31.0K
Event2026-06-30
Filed2026-07-22
BFEB
INNOVATOR ETFS TRUST
-3.83%
Shares33.2K
Event2026-06-30
Filed2026-07-22
PMAR
INNOVATOR ETFS TRUST
15.85%
Shares36.3K
Event2026-06-30
Filed2026-07-22
GFEB
FIRST TR EXCHNG TRADED FD VI
-3.04%
Shares37.3K
Event2026-06-30
Filed2026-07-22
PNOV
INNOVATOR ETFS TRUST
-12.78%
Shares35.6K
Event2026-06-30
Filed2026-07-22
VANGUARD INDEX FDS
VANGUARD INDEX FDS
22.30%
Shares4.3K
Event2026-06-30
Filed2026-07-22
PAPR
INNOVATOR ETFS TRUST
2.95%
Shares34.0K
Event2026-06-30
Filed2026-07-22
GMAR
FIRST TR EXCHNG TRADED FD VI
5.34%
Shares29.6K
Event2026-06-30
Filed2026-07-22
NVDA
NVIDIA CORPORATION
6.49%
Shares6.5K
Event2026-06-30
Filed2026-07-22
GMAY
FIRST TR EXCHNG TRADED FD VI
0.28%
Shares29.9K
Event2026-06-30
Filed2026-07-22
PJAN
INNOVATOR ETFS TRUST
-8.48%
Shares23.8K
Event2026-06-30
Filed2026-07-22
ISHARES TR
ISHARES TR
92.81%
Shares1.6K
Event2026-06-30
Filed2026-07-22
TFLO
ISHARES TR
-9.77%
Shares22.8K
Event2026-06-30
Filed2026-07-22
COSTCO WHOLESALE CORPORATION
COSTCO WHOLESALE CORPORATION
-13.65%
Shares1.2K
Event2026-06-30
Filed2026-07-22
GOOGL
ALPHABET INC
5.17%
Shares3.1K
Event2026-06-30
Filed2026-07-22
PJUL
INNOVATOR ETFS TRUST
-15.34%
Shares21.2K
Event2026-06-30
Filed2026-07-22
ALL
ALLSTATE CORP
0.00%
Shares4.2K
Event2026-06-30
Filed2026-07-22
MSFT
MICROSOFT CORP
3.17%
Shares2.6K
Event2026-06-30
Filed2026-07-22
VGT
VANGUARD WORLD FD
700.00%
Shares8.2K
Event2026-06-30
Filed2026-07-22
BAMG
NORTHERN LTS FD TR IV
-2.17%
Shares19.2K
Event2026-06-30
Filed2026-07-22
ILDR
FIRST TR EXCHNG TRADED FD VI
7.65%
Shares21.6K
Event2026-06-30
Filed2026-07-22
UCON
FIRST TR EXCHNG TRADED FD VI
13.05%
Shares33.4K
Event2026-06-30
Filed2026-07-22
BJAN
INNOVATOR ETFS TRUST
-3.04%
Shares14.0K
Event2026-06-30
Filed2026-07-22
BMAY
INNOVATOR ETFS TRUST
New
Shares16.5K
Event2026-06-30
Filed2026-07-22
IBTH
ISHARES TR
-8.36%
Shares34.9K
Event2026-06-30
Filed2026-07-22
AMZN
AMAZON COM INC
19.17%
Shares3.3K
Event2026-06-30
Filed2026-07-22
SPDR SERIES TRUST
SPDR SERIES TRUST
0.01%
Shares8.8K
Event2026-06-30
Filed2026-07-22
IBTJ
ISHARES TR
-8.34%
Shares35.6K
Event2026-06-30
Filed2026-07-22
BJUN
INNOVATOR ETFS TRUST
256.91%
Shares15.5K
Event2026-06-30
Filed2026-07-22
FBND
FIDELITY MERRIMACK STR TR
-10.78%
Shares16.3K
Event2026-06-30
Filed2026-07-22
BAMV
NORTHERN LTS FD TR IV
-1.82%
Shares20.7K
Event2026-06-30
Filed2026-07-22
STATE STR SPDR S&P 500 ETF T
STATE STR SPDR S&P 500 ETF T
0.94%
Shares964
Event2026-06-30
Filed2026-07-22
FJAN
FIRST TR EXCHNG TRADED FD VI
-10.43%
Shares12.6K
Event2026-06-30
Filed2026-07-22
BUFQ
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares17.7K
Event2026-06-30
Filed2026-07-22
VEA
VANGUARD TAX-MANAGED FDS
39.88%
Shares9.7K
Event2026-06-30
Filed2026-07-22
BAMD
NORTHERN LTS FD TR IV
-1.65%
Shares21.2K
Event2026-06-30
Filed2026-07-22
BSEP
INNOVATOR ETFS TRUST
-0.45%
Shares13.1K
Event2026-06-30
Filed2026-07-22
DJUN
FIRST TR EXCHNG TRADED FD VI
198.21%
Shares13.8K
Event2026-06-30
Filed2026-07-22
FSEP
FIRST TR EXCHNG TRADED FD VI
-0.98%
Shares11.5K
Event2026-06-30
Filed2026-07-22
VTEB
VANGUARD MUN BD FDS
New
Shares12.5K
Event2026-06-30
Filed2026-07-22
ZFEB
INNOVATOR ETFS TRUST
-3.33%
Shares23.5K
Event2026-06-30
Filed2026-07-22
KEYS
KEYSIGHT TECHNOLOGIES INC
-0.83%
Shares1.7K
Event2026-06-30
Filed2026-07-22
VTEC
VANGUARD CALIF TAX FREE FDS
New
Shares5.8K
Event2026-06-30
Filed2026-07-22
ZOCT
INNOVATOR ETFS TRUST
-1.28%
Shares20.3K
Event2026-06-30
Filed2026-07-22
BAUG
INNOVATOR ETFS TRUST
-2.88%
Shares10.5K
Event2026-06-30
Filed2026-07-22
ESGU
ISHARES TR
New
Shares3.4K
Event2026-06-30
Filed2026-07-22
BAPR
INNOVATOR ETFS TRUST
59.39%
Shares10.4K
Event2026-06-30
Filed2026-07-22
IBTI
ISHARES TR
-11.33%
Shares24.9K
Event2026-06-30
Filed2026-07-22
BNOV
INNOVATOR ETFS TRUST
-39.45%
Shares11.3K
Event2026-06-30
Filed2026-07-22
GOOG
ALPHABET INC
New
Shares1.4K
Event2026-06-30
Filed2026-07-22
ABBVIE INC
ABBVIE INC
1.01%
Shares2.0K
Event2026-06-30
Filed2026-07-22
BROADCOM INC
BROADCOM INC
28.41%
Shares1.3K
Event2026-06-30
Filed2026-07-22
BUFY
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares21.2K
Event2026-06-30
Filed2026-07-22
CMF
ISHARES TR
New
Shares8.6K
Event2026-06-30
Filed2026-07-22
VGSH
VANGUARD SCOTTSDALE FDS
0.00%
Shares8.5K
Event2026-06-30
Filed2026-07-22
APXM
FIRST TR EXCHNG TRADED FD VI
New
Shares15.5K
Event2026-06-30
Filed2026-07-22
FFEB
FIRST TR EXCHNG TRADED FD VI
-4.99%
Shares8.0K
Event2026-06-30
Filed2026-07-22
BUFD
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares15.0K
Event2026-06-30
Filed2026-07-22
HEQQ
J P MORGAN EXCHANGE TRADED F
New
Shares7.1K
Event2026-06-30
Filed2026-07-22
HELO
J P MORGAN EXCHANGE TRADED F
New
Shares6.4K
Event2026-06-30
Filed2026-07-22
INTC
INTEL CORP
New
Shares2.9K
Event2026-06-30
Filed2026-07-22
FDEC
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares7.5K
Event2026-06-30
Filed2026-07-22
APPLIED MATLS INC
APPLIED MATLS INC
-39.68%
Shares564
Event2026-06-30
Filed2026-07-22
ZSEP
INNOVATOR ETFS TRUST
0.91%
Shares14.6K
Event2026-06-30
Filed2026-07-22
FAI
FIRST TR EXCHANGE-TRADED FD
15.44%
Shares7.3K
Event2026-06-30
Filed2026-07-22
FTRI
FIRST TR EXCHANGE-TRADED FD
-10.75%
Shares23.3K
Event2026-06-30
Filed2026-07-22
MDY
STATE STR SPDR S&P MIDCAP 40
0.00%
Shares524
Event2026-06-30
Filed2026-07-22
UJAN
INNOVATOR ETFS TRUST
-6.19%
Shares8.1K
Event2026-06-30
Filed2026-07-22
WFC
WELLS FARGO & CO
27.25%
Shares4.4K
Event2026-06-30
Filed2026-07-22
SUB
ISHARES TR
New
Shares3.4K
Event2026-06-30
Filed2026-07-22
LLY
ELI LILLY & CO
New
Shares294
Event2026-06-30
Filed2026-07-22
FMAY
FIRST TR EXCHNG TRADED FD VI
New
Shares6.2K
Event2026-06-30
Filed2026-07-22
ZNOV
INNOVATOR ETFS TRUST
-10.83%
Shares12.7K
Event2026-06-30
Filed2026-07-22
IJR
ISHARES TR
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-22
JNJ
JOHNSON & JOHNSON
9.29%
Shares1.4K
Event2026-06-30
Filed2026-07-22
MUB
ISHARES TR
New
Shares3.1K
Event2026-06-30
Filed2026-07-22
IJH
ISHARES TR
0.00%
Shares4.2K
Event2026-06-30
Filed2026-07-22
GNOV
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares7.8K
Event2026-06-30
Filed2026-07-22
ZDEK
INNOVATOR ETFS TRUST
46.73%
Shares12.2K
Event2026-06-30
Filed2026-07-22
MARM
FIRST TR EXCHNG TRADED FD VI
-1.55%
Shares9.4K
Event2026-06-30
Filed2026-07-22
UFEB
INNOVATOR ETFS TRUST
-6.47%
Shares8.3K
Event2026-06-30
Filed2026-07-22
BJUL
INNOVATOR ETFS TRUST
25.35%
Shares5.9K
Event2026-06-30
Filed2026-07-22
XLI
SELECT SECTOR SPDR TR
0.00%
Shares1.7K
Event2026-06-30
Filed2026-07-22
META PLATFORMS INC
META PLATFORMS INC
22.52%
Shares555
Event2026-06-30
Filed2026-07-22
EIX
EDISON INTL
39.21%
Shares4.1K
Event2026-06-30
Filed2026-07-22
DELL
DELL TECHNOLOGIES INC
New
Shares709
Event2026-06-30
Filed2026-07-22
VFH
VANGUARD WORLD FD
0.00%
Shares2.3K
Event2026-06-30
Filed2026-07-22
LRCX
LAM RESEARCH CORP
New
Shares695
Event2026-06-30
Filed2026-07-22
JEPI
J P MORGAN EXCHANGE TRADED F
-29.79%
Shares5.3K
Event2026-06-30
Filed2026-07-22
RDVI
FIRST TR EXCHANGE-TRADED FD
0.17%
Shares10.1K
Event2026-06-30
Filed2026-07-22
GLD
SPDR GOLD TR
1.77%
Shares805
Event2026-06-30
Filed2026-07-22
GDEC
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares7.4K
Event2026-06-30
Filed2026-07-22
ZAPR
INNOVATOR ETFS TRUST
New
Shares11.1K
Event2026-06-30
Filed2026-07-22
ACYN
FIRST TR EXCHANGE-TRADED FD
New
Shares14.0K
Event2026-06-30
Filed2026-07-22
QMAR
FIRST TR EXCHNG TRADED FD VI
-0.38%
Shares7.8K
Event2026-06-30
Filed2026-07-22
PALANTIR TECHNOLOGIES INC
PALANTIR TECHNOLOGIES INC
8.19%
Shares2.5K
Event2026-06-30
Filed2026-07-22
ES
EVERSOURCE ENERGY
New
Shares4.0K
Event2026-06-30
Filed2026-07-22
XSEP
FIRST TR EXCHNG TRADED FD VI
-4.55%
Shares6.4K
Event2026-06-30
Filed2026-07-22
SPYV
SPDR SERIES TRUST
0.02%
Shares4.6K
Event2026-06-30
Filed2026-07-22
JPMORGAN CHASE & CO
JPMORGAN CHASE & CO
New
Shares849
Event2026-06-30
Filed2026-07-22
FJUN
FIRST TR EXCHNG TRADED FD VI
6.34%
Shares4.6K
Event2026-06-30
Filed2026-07-22
BAMA
NORTHERN LTS FD TR IV
-2.12%
Shares7.5K
Event2026-06-30
Filed2026-07-22
CMI
CUMMINS INC
-0.53%
Shares378
Event2026-06-30
Filed2026-07-22
BX
BLACKSTONE INC
New
Shares2.3K
Event2026-06-30
Filed2026-07-22
UNP
UNION PAC CORP
5.89%
Shares971
Event2026-06-30
Filed2026-07-22
BAMO
NORTHERN LTS FD TR IV
-2.06%
Shares7.5K
Event2026-06-30
Filed2026-07-22
KNG
FIRST TR EXCHANGE-TRADED FD
0.18%
Shares5.0K
Event2026-06-30
Filed2026-07-22
GAPR
FIRST TR EXCHNG TRADED FD VI
New
Shares5.9K
Event2026-06-30
Filed2026-07-22
QCJL
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares9.7K
Event2026-06-30
Filed2026-07-22
GILD
GILEAD SCIENCES INC
23.03%
Shares1.9K
Event2026-06-30
Filed2026-07-22
UMAR
INNOVATOR ETFS TRUST
New
Shares5.7K
Event2026-06-30
Filed2026-07-22
UMAY
INNOVATOR ETFS TRUST
New
Shares6.3K
Event2026-06-30
Filed2026-07-22
USMV
ISHARES TR
-8.54%
Shares2.5K
Event2026-06-30
Filed2026-07-22
UJUN
INNOVATOR ETFS TRUST
New
Shares6.2K
Event2026-06-30
Filed2026-07-22
BAMY
NORTHERN LTS FD TR IV
-1.84%
Shares8.7K
Event2026-06-30
Filed2026-07-22
AMGN
AMGEN INC
9.88%
Shares656
Event2026-06-30
Filed2026-07-22
XLV
SELECT SECTOR SPDR TR
0.00%
Shares1.5K
Event2026-06-30
Filed2026-07-22
ARK ETF TR
ARK ETF TR
New
Shares1.8K
Event2026-06-30
Filed2026-07-22
CAT
CATERPILLAR INC
-52.20%
Shares217
Event2026-06-30
Filed2026-07-22
BINC
BLACKROCK ETF TRUST II
-6.95%
Shares4.3K
Event2026-06-30
Filed2026-07-22
J
JACOBS SOLUTIONS INC
0.00%
Shares1.8K
Event2026-06-30
Filed2026-07-22
BAC
BANK OF AMER CORP
New
Shares3.9K
Event2026-06-30
Filed2026-07-22
LOW
LOWES COS INC
-12.98%
Shares1.0K
Event2026-06-30
Filed2026-07-22
TOTL
SSGA ACTIVE ETF TR
0.00%
Shares5.6K
Event2026-06-30
Filed2026-07-22
EXXON MOBIL CORP
EXXON MOBIL CORP
-39.04%
Shares1.6K
Event2026-06-30
Filed2026-07-22
GJUN
FIRST TR EXCHNG TRADED FD VI
-29.84%
Shares5.1K
Event2026-06-30
Filed2026-07-22
AMD
ADVANCED MICRO DEVICES INC
New
Shares359
Event2026-06-30
Filed2026-07-22
SPDW
SPDR INDEX SHS FDS
New
Shares4.1K
Event2026-06-30
Filed2026-07-22
SPEM
SPDR INDEX SHS FDS
New
Shares4.0K
Event2026-06-30
Filed2026-07-22
PAYX
PAYCHEX INC
New
Shares2.1K
Event2026-06-30
Filed2026-07-22

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available