Chris Bulman Inc 13F Portfolio & Position Changes

Diversified strategySector-focusedMomentum follower

Total reported value

$228.3M

Reporting period: 2026-03-31 · Number of holdings: 150

Chris Bulman Inc disclosed 150 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $228.3M and a quarterly turnover rate of 17.7%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "C"

Personality snowflake

Concentration: 10.45
Portfolio Stability: 17.66
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 82.86

Recent moves

Trim QQQ
-15.8%　-$3.5M
Trim FICS
-40.8%　-$3.1M
Add RDVY
+14.1%　$1.6M
Trim AAPL
-4.1%　-$1.3M
Add SDVY
+24.2%　$1.2M
Add SCHD
+11.7%　$1.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	7.64%	-0.32%	+1.71%
2	RDVY	First Trust Rising Dividend	ETF-Other	6.44%	+0.64%	+14.10%
3	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	5.77%	-1.59%	-15.76%
4	AAPL	Apple INC	Stock-Tech	5.02%	-0.64%	-4.13%
5	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-Other	3.39%	—	+1.60%
6	PJUN	Innovator U.s. Equity Power	ETF-Other	2.94%	—	+2.40%
7	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	2.77%	+0.30%	+8.21%
8	VIG	Vanguard Dividend Apprec ETF	ETF-Other	2.50%	-0.21%	-4.83%
9	SDVY	First Trust Smid Cap Rising	ETF-Other	2.40%	+0.51%	+24.20%
10	SCHD	Schwab US Dvd Equity ETF	ETF-Other	2.40%	+0.46%	+11.67%
11	VTV	Vanguard Value ETF	ETF-Other	2.31%	-0.15%	-7.41%
12	WCMI	Ft Wcm International ETF	ETF-Other	2.11%	+2.11%	NEW
13	VB	Vanguard Small-cap ETF	ETF-Other	2.10%	—	-2.09%
14	VUG	Vanguard Growth ETF	ETF-Other	2.06%	-0.40%	-5.62%
15	FICS	Ft International Dev Cap Str	ETF-Other	1.84%	-1.39%	-40.80%
16	SPHD	Invesco S&p 500 High Dividen	ETF-Large Cap & Growth	1.59%	+1.59%	NEW
17	DBEF	Xtrackers Msci Eafe Hedged E	ETF-Other	1.58%	+0.24%	+15.88%
18	BIV	Vanguard Intermediate-term B	ETF-Other	1.47%	—	+5.87%
19	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	1.40%	-0.11%	-7.08%
20	POCT	Innovator U.s. Equity Power	ETF-Other	1.29%	—	-0.78%
21	PSEP	Innovator U.s. Equity Power	ETF-Other	1.27%	-0.17%	-9.46%
22	PFEB	Innovator U.s. Equity Power	ETF-Other	1.25%	+0.10%	+11.25%
23	PMAY	Innovator U.s. Equity Power	ETF-Other	1.24%	—	+0.91%
24	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	1.17%	—	-6.93%
25	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	1.10%	-0.10%	-8.36%
26	BDEC	Innovator U.s. Equity Buffer	ETF-Other	1.08%	—	+1.61%
27	PAUG	Innovator U.s. Equity Power	ETF-Other	1.07%	-0.17%	-11.14%
28	PDEC	Innovator U.s. Equity Power	ETF-Other	1.06%	—	-1.24%
29	TSLA	Tesla INC	Stock-Consumer Disc	1.04%	—	+17.32%
30	UITB	Victoryshares Core Intermedi	ETF-Other	0.98%	—	+5.62%
31	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.95%	-0.19%	-15.16%
32	IAPR	Innovator International Deve	ETF-Other	0.85%	—	+2.67%
33	LMBS	First Trust Low Duration Opp	ETF-Other	0.84%	—	+6.66%
34	BALT	Inn Defined Wealth Shield	ETF-Other	0.74%	—	-2.12%
35	GAUG	Ft Vest US Equity Moderate B	ETF-Other	0.73%	—	+2.84%
36	PNOV	Innovator U.s. Equity Power	ETF-Other	0.73%	—	-2.97%
37	BFEB	Innovator U.s. Equity Buffer	ETF-Other	0.72%	+0.26%	+61.41%
38	GFEB	Ft Vest US Equity Moderate B	ETF-Other	0.69%	—	+9.61%
39	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.62%	—	-20.39%
40	PMAR	Innovator U.s. Equity Power	ETF-Other	0.61%	—	+10.48%
41	PAPR	Innovator U.s. Equity Power	ETF-Other	0.58%	—	+0.15%
42	TFLO	Ishares Treasury Floating Ra	ETF-Gov Bonds	0.56%	—	-8.09%
43	BMAR	Innovator U.s. Equity Buffer	ETF-Other	0.55%	+0.07%	+18.38%
44	GMAY	Ft Vest U.s. Equity Moderate	ETF-Other	0.54%	—	+4.80%
45	PJAN	Innovator U.s. Equity Power	ETF-Other	0.53%	+0.14%	+40.16%
46	GMAR	Ft Vest US Equity Moderate B	ETF-Other	0.51%	+0.23%	+79.95%
47	PJUL	Innovator U.s. Equity Power	ETF-Other	0.50%	—	-10.40%
48	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.49%	+0.08%	+26.14%
49	NVDA	Nvidia CORP	Stock-Tech	0.46%	+0.07%	+27.29%
50	MSFT	Microsoft CORP	Stock-Tech	0.41%	-0.16%	-5.22%

1–50 of 150

Portfolio Performance

Performance for Q3 2026

+4.4%

Performance Last 4 Quarters

+20.2%

Based on 87% of reported portfolio value with available pricing

Stdev: +8.7%
Beta: +0.66
Alpha: +2.8%
Max Drawdown: -4.9%
Annualized Perf: +14.1%
Batting Avg vs S&P: +47.8%
Sortino: +3.21
Stutzer: +0.46
Treynor: +0.21
Sterling: +1.02
Calmar: +2.87
Information Ratio: -0.6
Tracking Error: +4.9%
Stdev Down: +4.3%
Winning Months %: +78.3%
Losing Months %: +21.7%
Best 12 Months: +24.7%
Worst 12 Months: +10%
Efficiency Ratio: +0.59
Sharpe: +1.57
Stdev Sectors: +15.9%
Skewness: +0.02
Kurtosis: +0.57
Upside Potential: +4.58

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	150	$228.3M	18	1VOO 2RDVY 3QQQ Top holdings2026-03-31 1.VOO 2.RDVY 3.QQQ 4.AAPL 5.BUFR 6.PJUN 7.AVEM 8.VIG 9.SDVY 10.SCHD
2025-12-31	149	$226.1M	21	1VOO 2QQQ 3RDVY Top holdings2025-12-31 1.VOO 2.QQQ 3.RDVY 4.AAPL 5.BUFR 6.FICS 7.PJUN 8.VIG 9.AVEM 10.VUG
2025-09-30	142	$199.7M	56	1QQQ 2VOO 3AAPL Top holdings2025-09-30 1.QQQ 2.VOO 3.AAPL 4.RDVY 5.BUFR 6.PJUN 7.FICS 8.SCHD 9.VIG 10.VUG
2025-06-30	120	$175.4M	0	1QQQ 2VOO 3AAPL Top holdings2025-06-30 1.QQQ 2.VOO 3.AAPL 4.BUFR 5.PJUN 6.VIG 7.VUG 8.VTV 9.FICS 10.RDVY
2025-03-31	121	$158.4M	0	1PJUN 2AAPL 3BUFR Top holdings2025-03-31 1.PJUN 2.AAPL 3.BUFR 4.QQQ 5.VIG 6.VTV 7.VUG 8.IWM 9.VOO 10.VB
2024-12-31	123	$156.7M	0	1AAPL 2PJUN 3BUFR Top holdings2024-12-31 1.AAPL 2.PJUN 3.BUFR 4.QQQ 5.VUG 6.VIG 7.VTV 8.IWM 9.VB 10.VOO
2024-09-30	113	$146.9M	0	1PJUN 2AAPL 3BUFR Top holdings2024-09-30 1.PJUN 2.AAPL 3.BUFR 4.VIG 5.QQQ 6.VUG 7.VTV 8.AGG 9.VB 10.MOAT
2024-06-30	393	$146.2M	0	1PJUN 2AAPL 3BUFR Top holdings2024-06-30 1.PJUN 2.AAPL 3.BUFR 4.VIG 5.VUG 6.VB 7.VTV 8.AGG 9.QQQ 10.MOAT

Holding changes this quarter

Chris Bulman Inc's most significant position changes for 2026-03-31: New buy: Ft Wcm International ETF (WCMI); New buy: Invesco S&p 500 High Dividen (SPHD); Sold out: Intuit INC (INTU); Sold out: Ss Spdr P S&p 500 Growth ETF (SPYG); New buy: Innovator U.s. Equity Ultra (UJAN).

Position changes disclosed by Chris Bulman Inc for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	RDVY	First Trust Rising Dividend	+0.6%	+14.10%	Add
2	SDVY	First Trust Smid Cap Rising	+0.5%	+24.20%	Add
3	SCHD	Schwab US Dvd Equity ETF	+0.5%	+11.67%	Add
4	AVEM	Avantis Emerging Markets Eq	+0.3%	+8.21%	Add
5	BFEB	Innovator U.s. Equity Buffer	+0.3%	+61.41%	Add
6	DBEF	Xtrackers Msci Eafe Hedged E	+0.2%	+15.88%	Add
7	BJAN	Innovator U.s. Equity Buffer	+0.2%	+239.60%	Add
8	GMAR	Ft Vest US Equity Moderate B	+0.2%	+79.95%	Add
9	FJAN	Ft Vest U.s. Equity Buffer E	+0.2%	+252.20%	Add
10	PJAN	Innovator U.s. Equity Power	+0.1%	+40.16%	Add
11	PFEB	Innovator U.s. Equity Power	+0.1%	+11.25%	Add
12	VTI	Vanguard Total Stock Mkt ETF	+0.1%	+26.14%	Add
13	BMAR	Innovator U.s. Equity Buffer	+0.1%	+18.38%	Add
14	NVDA	Nvidia CORP	+0.1%	+27.29%	Add
15	PLTR	Palantir Technologies Inc-a	-0.1%	-20.93%	Trim
16	BOCT	Innovator U.s. Equity Buffer	-0.1%	-31.20%	Trim
17	IWM	Ishares Russell 2000 ETF	-0.1%	-8.36%	Trim
18	IEFA	Ishares Core Msci Eafe ETF	-0.1%	-7.08%	Trim
19	VTV	Vanguard Value ETF	-0.2%	-7.41%	Trim
20	BAUG	Innovator U.s. Equity Buffer	-0.2%	-39.31%	Trim
21	BSEP	Innovator U.s. Equity Buffer	-0.2%	-34.88%	Trim
22	MSFT	Microsoft CORP	-0.2%	-5.22%	Trim
23	PSEP	Innovator U.s. Equity Power	-0.2%	-9.46%	Trim
24	PAUG	Innovator U.s. Equity Power	-0.2%	-11.14%	Trim
25	AGG	Ishares Core U.s. Aggregate	-0.2%	-15.16%	Trim
26	VIG	Vanguard Dividend Apprec ETF	-0.2%	-4.83%	Trim
27	VOO	Vanguard S&p 500 ETF	-0.3%	+1.71%	Add
28	VUG	Vanguard Growth ETF	-0.4%	-5.62%	Trim
29	AAPL	Apple INC	-0.6%	-4.13%	Trim
30	FICS	Ft International Dev Cap Str	-1.4%	-40.80%	Trim
31	QQQ	Invesco Qqq Trust Series 1	-1.6%	-15.76%	Trim
32	WCMI	Ft Wcm International ETF	—	NEW	New buy
33	SPHD	Invesco S&p 500 High Dividen	—	NEW	New buy
34	INTU	Intuit INC	—	EXIT	Sold out
35	SPYG	Ss Spdr P S&p 500 Growth ETF	—	EXIT	Sold out
36	UJAN	Innovator U.s. Equity Ultra	—	NEW	New buy
37	GLD	Spdr Gold Shares	—	NEW	New buy
38	MDY	State Street Spdr S&p Midcap	—	NEW	New buy
39	UFEB	Innovator U.s. Equity Ultra	—	NEW	New buy
40	GNOV	Ft Vest US Equity Moderate B	—	NEW	New buy
41	WFC	Wells Fargo & Co	—	NEW	New buy
42	UAUG	Innovator U.s. Equity Ultra	—	EXIT	Sold out
43	USEP	Innovator U.s. Equity Ultra	—	EXIT	Sold out
44	LLY	Eli Lilly & Co	—	EXIT	Sold out
45	LVS	Las Vegas Sands CORP	—	EXIT	Sold out
46	EIX	Edison International	—	NEW	New buy
47	PANW	Palo Alto Networks INC	—	EXIT	Sold out
48	KMI	Kinder Morgan INC	—	NEW	New buy
49	TFC	Truist Financial CORP	—	EXIT	Sold out
50	ARKQ	Ark Autonomous Tech & Robot	—	EXIT	Sold out

FAQ

What is Chris Bulman Inc and what type of investor is it?

Chris Bulman Inc is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $228.3M, spread across 150 disclosed positions.

What are Chris Bulman Inc's largest equity positions?

Based on the latest 13F filing, Chris Bulman Inc's top holdings by market value are: 1. Vanguard S&p 500 ETF (VOO) — $17.4M (7.6%) 2. First Trust Rising Dividend (RDVY) — $14.7M (6.4%) 3. Invesco Qqq Trust Series 1 (QQQ) — $13.2M (5.8%) 4. Apple INC (AAPL) — $11.5M (5.0%) 5. Ft Vest Lad Buffervetf-usd I (BUFR) — $7.7M (3.4%)

What changes did Chris Bulman Inc make in its most recent portfolio filing?

In the latest reported quarter, Chris Bulman Inc made 50 notable position adjustments: 10 new positions were initiated, 15 existing holdings were added to, 16 positions were partially reduced, and 9 were completely exited. The largest of these moves: New buy: Ft Wcm International ETF (WCMI); New buy: Invesco S&p 500 High Dividen (SPHD); Sold out: Intuit INC (INTU); Sold out: Ss Spdr P S&p 500 Growth ETF (SPYG); New buy: Innovator U.s. Equity Ultra (UJAN)

What sectors does Chris Bulman Inc focus on?

Chris Bulman Inc is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 55.3% • Consumer Discretionary: 13.3% • Financials: 7.3% • Industrials: 5.7% • Consumer Staples: 5.3% • Communication Services: 4.9%

Peer Institutions

Institutions with a similar AUM

Samson Capital Advisors LLC

CIK 0001631665

Total reported value

$228.3M

75 stks

2015-09-30

Stale — no recent filing

Concentration31.4

Portfolio Stability55.8

Sector conviction85.8

AUM within 0.0% of this institution

View detail

Conrad N. Hilton Foundation

CIK 0001729242

Total reported value

$228.3M

2 stks

2026-03-31

Concentration100.0

Portfolio Stability97.8

Sector conviction0.0

AUM within 0.0% of this institution

View detail

My Personal CFO, LLC

CIK 0001916366

Total reported value

$228.4M

88 stks

2026-03-31

Concentration19.5

Portfolio Stability13.9

Sector conviction100.0

AUM within 0.0% of this institution

View detail

Similar Holdings Style

Institutions with overlapping top holdings

Harbour Investments, INC.

CIK 0000810121

Total reported value

$6.5B

4,673 stks

2026-03-31

Concentration2.5

Portfolio Stability38.9

Sector conviction39.8

3 of the top 5 holdings overlap, including Vanguard S&p 500 ETF

View detail

Peapack Gladstone Financial CORP

CIK 0001050743

Total reported value

$7.8B

1,357 stks

2026-03-31

Concentration4.0

Portfolio Stability12.1

Sector conviction40.5

3 of the top 5 holdings overlap, including Apple INC

View detail

Hollencrest Capital Management

CIK 0001161722

Total reported value

$2.7B

1,244 stks

2026-03-31

Concentration17.5

Portfolio Stability15.5

Sector conviction58.4

3 of the top 5 holdings overlap, including Vanguard S&p 500 ETF

View detail

Chris Bulman Inc 13F Portfolio & Position Changes

Diversified strategySector-focusedMomentum follower

Total reported value

$228.3M

Reporting period: 2026-03-31 · Number of holdings: 150

Chris Bulman Inc disclosed 150 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $228.3M and a quarterly turnover rate of 17.7%.

Browse other institutions with $100M to $1B AUM Browse other institutions starting with "C"

Personality snowflake

Concentration: 10.45
Portfolio Stability: 17.66
Momentum/Contrarian: 100
Sector conviction: 100
Diversification: 100
Sizing Uniformity: 82.86

Recent moves

Trim QQQ
-15.8%　-$3.5M
Trim FICS
-40.8%　-$3.1M
Add RDVY
+14.1%　$1.6M
Trim AAPL
-4.1%　-$1.3M
Add SDVY
+24.2%　$1.2M
Add SCHD
+11.7%　$1.1M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	7.64%	-0.32%	+1.71%
2	RDVY	First Trust Rising Dividend	ETF-Other	6.44%	+0.64%	+14.10%
3	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	5.77%	-1.59%	-15.76%
4	AAPL	Apple INC	Stock-Tech	5.02%	-0.64%	-4.13%
5	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-Other	3.39%	—	+1.60%
6	PJUN	Innovator U.s. Equity Power	ETF-Other	2.94%	—	+2.40%
7	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	2.77%	+0.30%	+8.21%
8	VIG	Vanguard Dividend Apprec ETF	ETF-Other	2.50%	-0.21%	-4.83%
9	SDVY	First Trust Smid Cap Rising	ETF-Other	2.40%	+0.51%	+24.20%
10	SCHD	Schwab US Dvd Equity ETF	ETF-Other	2.40%	+0.46%	+11.67%
11	VTV	Vanguard Value ETF	ETF-Other	2.31%	-0.15%	-7.41%
12	WCMI	Ft Wcm International ETF	ETF-Other	2.11%	+2.11%	NEW
13	VB	Vanguard Small-cap ETF	ETF-Other	2.10%	—	-2.09%
14	VUG	Vanguard Growth ETF	ETF-Other	2.06%	-0.40%	-5.62%
15	FICS	Ft International Dev Cap Str	ETF-Other	1.84%	-1.39%	-40.80%
16	SPHD	Invesco S&p 500 High Dividen	ETF-Large Cap & Growth	1.59%	+1.59%	NEW
17	DBEF	Xtrackers Msci Eafe Hedged E	ETF-Other	1.58%	+0.24%	+15.88%
18	BIV	Vanguard Intermediate-term B	ETF-Other	1.47%	—	+5.87%
19	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	1.40%	-0.11%	-7.08%
20	POCT	Innovator U.s. Equity Power	ETF-Other	1.29%	—	-0.78%
21	PSEP	Innovator U.s. Equity Power	ETF-Other	1.27%	-0.17%	-9.46%
22	PFEB	Innovator U.s. Equity Power	ETF-Other	1.25%	+0.10%	+11.25%
23	PMAY	Innovator U.s. Equity Power	ETF-Other	1.24%	—	+0.91%
24	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	1.17%	—	-6.93%
25	IWM	Ishares Russell 2000 ETF	ETF-Small Cap	1.10%	-0.10%	-8.36%
26	BDEC	Innovator U.s. Equity Buffer	ETF-Other	1.08%	—	+1.61%
27	PAUG	Innovator U.s. Equity Power	ETF-Other	1.07%	-0.17%	-11.14%
28	PDEC	Innovator U.s. Equity Power	ETF-Other	1.06%	—	-1.24%
29	TSLA	Tesla INC	Stock-Consumer Disc	1.04%	—	+17.32%
30	UITB	Victoryshares Core Intermedi	ETF-Other	0.98%	—	+5.62%
31	AGG	Ishares Core U.s. Aggregate	ETF-Other	0.95%	-0.19%	-15.16%
32	IAPR	Innovator International Deve	ETF-Other	0.85%	—	+2.67%
33	LMBS	First Trust Low Duration Opp	ETF-Other	0.84%	—	+6.66%
34	BALT	Inn Defined Wealth Shield	ETF-Other	0.74%	—	-2.12%
35	GAUG	Ft Vest US Equity Moderate B	ETF-Other	0.73%	—	+2.84%
36	PNOV	Innovator U.s. Equity Power	ETF-Other	0.73%	—	-2.97%
37	BFEB	Innovator U.s. Equity Buffer	ETF-Other	0.72%	+0.26%	+61.41%
38	GFEB	Ft Vest US Equity Moderate B	ETF-Other	0.69%	—	+9.61%
39	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.62%	—	-20.39%
40	PMAR	Innovator U.s. Equity Power	ETF-Other	0.61%	—	+10.48%
41	PAPR	Innovator U.s. Equity Power	ETF-Other	0.58%	—	+0.15%
42	TFLO	Ishares Treasury Floating Ra	ETF-Gov Bonds	0.56%	—	-8.09%
43	BMAR	Innovator U.s. Equity Buffer	ETF-Other	0.55%	+0.07%	+18.38%
44	GMAY	Ft Vest U.s. Equity Moderate	ETF-Other	0.54%	—	+4.80%
45	PJAN	Innovator U.s. Equity Power	ETF-Other	0.53%	+0.14%	+40.16%
46	GMAR	Ft Vest US Equity Moderate B	ETF-Other	0.51%	+0.23%	+79.95%
47	PJUL	Innovator U.s. Equity Power	ETF-Other	0.50%	—	-10.40%
48	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.49%	+0.08%	+26.14%
49	NVDA	Nvidia CORP	Stock-Tech	0.46%	+0.07%	+27.29%
50	MSFT	Microsoft CORP	Stock-Tech	0.41%	-0.16%	-5.22%

1–50 of 150

Portfolio Performance

Performance for Q3 2026

+4.4%

Performance Last 4 Quarters

+20.2%

Based on 87% of reported portfolio value with available pricing

Stdev: +8.7%
Beta: +0.66
Alpha: +2.8%
Max Drawdown: -4.9%
Annualized Perf: +14.1%
Batting Avg vs S&P: +47.8%
Sortino: +3.21
Stutzer: +0.46
Treynor: +0.21
Sterling: +1.02
Calmar: +2.87
Information Ratio: -0.6
Tracking Error: +4.9%
Stdev Down: +4.3%
Winning Months %: +78.3%
Losing Months %: +21.7%
Best 12 Months: +24.7%
Worst 12 Months: +10%
Efficiency Ratio: +0.59
Sharpe: +1.57
Stdev Sectors: +15.9%
Skewness: +0.02
Kurtosis: +0.57
Upside Potential: +4.58

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	150	$228.3M	18	1VOO 2RDVY 3QQQ Top holdings2026-03-31 1.VOO 2.RDVY 3.QQQ 4.AAPL 5.BUFR 6.PJUN 7.AVEM 8.VIG 9.SDVY 10.SCHD
2025-12-31	149	$226.1M	21	1VOO 2QQQ 3RDVY Top holdings2025-12-31 1.VOO 2.QQQ 3.RDVY 4.AAPL 5.BUFR 6.FICS 7.PJUN 8.VIG 9.AVEM 10.VUG
2025-09-30	142	$199.7M	56	1QQQ 2VOO 3AAPL Top holdings2025-09-30 1.QQQ 2.VOO 3.AAPL 4.RDVY 5.BUFR 6.PJUN 7.FICS 8.SCHD 9.VIG 10.VUG
2025-06-30	120	$175.4M	0	1QQQ 2VOO 3AAPL Top holdings2025-06-30 1.QQQ 2.VOO 3.AAPL 4.BUFR 5.PJUN 6.VIG 7.VUG 8.VTV 9.FICS 10.RDVY
2025-03-31	121	$158.4M	0	1PJUN 2AAPL 3BUFR Top holdings2025-03-31 1.PJUN 2.AAPL 3.BUFR 4.QQQ 5.VIG 6.VTV 7.VUG 8.IWM 9.VOO 10.VB
2024-12-31	123	$156.7M	0	1AAPL 2PJUN 3BUFR Top holdings2024-12-31 1.AAPL 2.PJUN 3.BUFR 4.QQQ 5.VUG 6.VIG 7.VTV 8.IWM 9.VB 10.VOO
2024-09-30	113	$146.9M	0	1PJUN 2AAPL 3BUFR Top holdings2024-09-30 1.PJUN 2.AAPL 3.BUFR 4.VIG 5.QQQ 6.VUG 7.VTV 8.AGG 9.VB 10.MOAT
2024-06-30	393	$146.2M	0	1PJUN 2AAPL 3BUFR Top holdings2024-06-30 1.PJUN 2.AAPL 3.BUFR 4.VIG 5.VUG 6.VB 7.VTV 8.AGG 9.QQQ 10.MOAT

Holding changes this quarter

Position changes disclosed by Chris Bulman Inc for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	RDVY	First Trust Rising Dividend	+0.6%	+14.10%	Add
2	SDVY	First Trust Smid Cap Rising	+0.5%	+24.20%	Add
3	SCHD	Schwab US Dvd Equity ETF	+0.5%	+11.67%	Add
4	AVEM	Avantis Emerging Markets Eq	+0.3%	+8.21%	Add
5	BFEB	Innovator U.s. Equity Buffer	+0.3%	+61.41%	Add
6	DBEF	Xtrackers Msci Eafe Hedged E	+0.2%	+15.88%	Add
7	BJAN	Innovator U.s. Equity Buffer	+0.2%	+239.60%	Add
8	GMAR	Ft Vest US Equity Moderate B	+0.2%	+79.95%	Add
9	FJAN	Ft Vest U.s. Equity Buffer E	+0.2%	+252.20%	Add
10	PJAN	Innovator U.s. Equity Power	+0.1%	+40.16%	Add
11	PFEB	Innovator U.s. Equity Power	+0.1%	+11.25%	Add
12	VTI	Vanguard Total Stock Mkt ETF	+0.1%	+26.14%	Add
13	BMAR	Innovator U.s. Equity Buffer	+0.1%	+18.38%	Add
14	NVDA	Nvidia CORP	+0.1%	+27.29%	Add
15	PLTR	Palantir Technologies Inc-a	-0.1%	-20.93%	Trim
16	BOCT	Innovator U.s. Equity Buffer	-0.1%	-31.20%	Trim
17	IWM	Ishares Russell 2000 ETF	-0.1%	-8.36%	Trim
18	IEFA	Ishares Core Msci Eafe ETF	-0.1%	-7.08%	Trim
19	VTV	Vanguard Value ETF	-0.2%	-7.41%	Trim
20	BAUG	Innovator U.s. Equity Buffer	-0.2%	-39.31%	Trim
21	BSEP	Innovator U.s. Equity Buffer	-0.2%	-34.88%	Trim
22	MSFT	Microsoft CORP	-0.2%	-5.22%	Trim
23	PSEP	Innovator U.s. Equity Power	-0.2%	-9.46%	Trim
24	PAUG	Innovator U.s. Equity Power	-0.2%	-11.14%	Trim
25	AGG	Ishares Core U.s. Aggregate	-0.2%	-15.16%	Trim
26	VIG	Vanguard Dividend Apprec ETF	-0.2%	-4.83%	Trim
27	VOO	Vanguard S&p 500 ETF	-0.3%	+1.71%	Add
28	VUG	Vanguard Growth ETF	-0.4%	-5.62%	Trim
29	AAPL	Apple INC	-0.6%	-4.13%	Trim
30	FICS	Ft International Dev Cap Str	-1.4%	-40.80%	Trim
31	QQQ	Invesco Qqq Trust Series 1	-1.6%	-15.76%	Trim
32	WCMI	Ft Wcm International ETF	—	NEW	New buy
33	SPHD	Invesco S&p 500 High Dividen	—	NEW	New buy
34	INTU	Intuit INC	—	EXIT	Sold out
35	SPYG	Ss Spdr P S&p 500 Growth ETF	—	EXIT	Sold out
36	UJAN	Innovator U.s. Equity Ultra	—	NEW	New buy
37	GLD	Spdr Gold Shares	—	NEW	New buy
38	MDY	State Street Spdr S&p Midcap	—	NEW	New buy
39	UFEB	Innovator U.s. Equity Ultra	—	NEW	New buy
40	GNOV	Ft Vest US Equity Moderate B	—	NEW	New buy
41	WFC	Wells Fargo & Co	—	NEW	New buy
42	UAUG	Innovator U.s. Equity Ultra	—	EXIT	Sold out
43	USEP	Innovator U.s. Equity Ultra	—	EXIT	Sold out
44	LLY	Eli Lilly & Co	—	EXIT	Sold out
45	LVS	Las Vegas Sands CORP	—	EXIT	Sold out
46	EIX	Edison International	—	NEW	New buy
47	PANW	Palo Alto Networks INC	—	EXIT	Sold out
48	KMI	Kinder Morgan INC	—	NEW	New buy
49	TFC	Truist Financial CORP	—	EXIT	Sold out
50	ARKQ	Ark Autonomous Tech & Robot	—	EXIT	Sold out