Mga Batayang Estadistika
Nilai Portofolio $ 175,429,575
Posisi Saat Ini 120
Kepemilikan Terbaru, Kinerja, AUM (dari 13F, 13D)

Chris Bulman Inc telah mengungkapkan total kepemilikan 120 dalam pengajuan SEC terbaru mereka. Nilai portofolio terbaru dihitung sebesar $ 175,429,575 USD. Aset yang Dikelola (AUM) sebenarnya adalah nilai ini ditambah kas (yang tidak diungkapkan). Aset-aset utama Chris Bulman Inc adalah Invesco QQQ Trust, Series 1 (US:QQQ) , Vanguard Index Funds - Vanguard S&P 500 ETF (US:VOO) , Apple Inc. (US:AAPL) , First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF (US:BUFR) , and Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June (US:PJUN) . Posisi baru Chris Bulman Inc meliputi: First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - May (US:GMAY) , Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF (US:VGSH) , Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr April (US:ZAPR) , First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Conservative Buffer ETF - July (US:QCJL) , and Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr December (US:ZDEK) .

Chris Bulman Inc - Nilai Portofolio
Tambahkan Dana Ini
ke Dasbor Anda
Peningkatan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.02 9.92 5.6546 2.6718
0.02 12.05 6.8663 2.4756
0.15 5.71 3.2530 2.4380
0.05 3.85 2.1926 2.1926
0.05 2.94 1.6751 1.6751
0.09 5.35 3.0499 1.5269
0.05 3.67 2.0904 1.3825
0.04 1.39 0.7900 0.7900
0.04 1.66 0.9453 0.6526
0.03 1.13 0.6453 0.6453
Penurunan Tertinggi Kuartal Ini

Kami menggunakan perubahan dalam alokasi portofolio karena ini adalah metrik yang paling bermakna. Perubahan dapat disebabkan oleh perdagangan atau perubahan harga saham.

Keamanan Saham
(MM)		 Nilai
(Juta Dolar AS)		 Portfolio % ΔPorsyento ng Portfolio
0.16 6.17 3.5172 -3.1929
0.01 0.29 0.1628 -1.6517
0.21 6.80 3.8751 -1.4737
0.01 2.81 1.6018 -1.4075
0.05 9.84 5.6079 -1.0319
0.03 5.82 3.3178 -0.3109
0.03 5.99 3.4120 -0.2855
0.06 1.80 1.0272 -0.2683
0.03 2.58 1.4679 -0.2149
0.04 1.84 1.0509 -0.2125
Pengajuan 13F dan Dana

Formulir ini diajukan pada 2025-07-14 untuk periode pelaporan 2025-06-30. Klik ikon tautan untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium dan ekspor ke Excel. .

2022-07-28: Catatan Penting - Kami telah mengubah cara perhitungan kolom Δ Portfolio % pada tabel ini. Sebelumnya, kami melaporkannya sebagai persentase perubahan dalam alokasi portofolio. Sekarang kami melaporkannya sebagai perubahan mentah dalam alokasi portofolio (tetap dilaporkan sebagai persentase). Dalam rumus, sebelumnya kami melaporkannya sebagai 100 * (alokasi saat ini - alokasi sebelumnya) / alokasi sebelumnya. Sekarang kami melaporkannya sebagai (alokasi saat ini - alokasi sebelumnya).
Keamanan Ketik Harga Saham Rata-rata Saham
(MM)		 ΔSaham
(%)		 ΔSaham
(%)		 Nilai
($MM)		 Portpolyo
(%)		 ΔPortofolio
(%)
QQQ / Invesco QQQ Trust, Series 1 0.02 47.23 12.05 73.23 6.8663 2.4756
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.02 89.96 9.92 109.97 5.6546 2.6718
AAPL / Apple Inc. 0.05 1.29 9.84 -6.45 5.6079 -1.0319
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF 0.21 -25.08 6.80 -19.75 3.8751 -1.4737
PJUN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June 0.16 -45.96 6.17 -41.94 3.5172 -3.1929
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.03 -3.12 5.99 2.22 3.4120 -0.2855
VUG / Vanguard Index Funds - Vanguard Growth ETF 0.01 -6.04 5.98 11.09 3.4077 0.0098
VTV / Vanguard Index Funds - Vanguard Value ETF 0.03 -1.02 5.82 1.27 3.3178 -0.3109
FICS / First Trust Exchange-Traded Fund VI - First Trust International Developed Capital Strength ETF 0.15 311.60 5.71 342.33 3.2530 2.4380
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF 0.09 106.97 5.35 121.90 3.0499 1.5269
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF 0.17 41.00 4.49 33.63 2.5598 0.4380
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.02 9.88 4.39 17.46 2.5008 0.1420
IEFA / iShares Trust - iShares Core MSCI EAFE ETF 0.05 3.85 2.1926 2.1926
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF 0.05 187.14 3.67 227.12 2.0904 1.3825
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.05 2.94 1.6751 1.6751
IWM / iShares Trust - iShares Russell 2000 ETF 0.01 -45.49 2.81 -41.06 1.6018 -1.4075
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February 0.07 0.89 2.79 7.07 1.5882 -0.0549
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May 0.07 33.51 2.59 40.95 1.4779 0.3163
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.03 -3.65 2.58 -3.38 1.4679 -0.2149
BDEC / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - December 0.05 10.05 2.28 18.71 1.2989 0.0873
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF 0.06 7.97 2.11 13.66 1.2050 0.0311
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September 0.05 -0.45 2.04 6.03 1.1629 -0.0525
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December 0.05 -2.96 2.01 3.24 1.1431 -0.0832
JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF 0.04 -5.85 1.99 -5.79 1.1325 -0.1988
POCT / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - October 0.04 -13.33 1.84 -7.85 1.0509 -0.2125
COST / Costco Wholesale Corporation 0.00 -1.66 1.82 2.99 1.0395 -0.0787
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF 0.06 -14.09 1.80 -12.19 1.0272 -0.2683
PAUG / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August 0.04 -8.71 1.80 -2.23 1.0254 -0.1363
NVDD / Direxion Shares ETF Trust - Direxion Daily NVDA Bear 1X Shares 0.01 8.28 1.74 57.89 0.9919 0.2958
IAPR / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - April 0.06 39.11 1.73 47.66 0.9876 0.2469
PAPR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - April 0.04 242.09 1.66 258.10 0.9453 0.6526
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF 0.03 -2.42 1.65 -2.43 0.9397 -0.1272
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF 0.02 5.76 1.59 6.85 0.9072 -0.0335
GAUG / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - August 0.04 31.98 1.55 40.54 0.8855 0.1875
PMAR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March 0.03 15.09 1.46 21.71 0.8345 0.0750
MSFT / Microsoft Corporation 0.00 8.65 1.46 44.02 0.8302 0.1914
DBEF / DBX ETF Trust - Xtrackers MSCI EAFE Hedged Equity ETF 0.03 18.92 1.41 20.19 0.8046 0.0629
GFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - February 0.04 1.39 0.7900 0.7900
BMAR / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - March 0.03 26.64 1.32 36.47 0.7530 0.1415
BFEB / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - February 0.03 -0.17 1.25 7.39 0.7121 -0.0228
TSLA / Tesla, Inc. 0.00 4.83 1.25 28.53 0.7119 0.0982
INTU / Intuit Inc. 0.00 0.39 1.20 28.77 0.6865 0.0961
PJUL / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - July 0.03 -8.47 1.18 -0.17 0.6703 -0.0732
GMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - May 0.03 1.13 0.6453 0.6453
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January 0.02 -1.33 1.08 4.86 0.6147 -0.0349
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF 0.02 -3.49 1.08 -3.32 0.6139 -0.0891
UITB / Victory Portfolios II - VictoryShares Core Intermediate Bond ETF 0.02 6.23 1.06 6.53 0.6046 -0.0241
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF 0.02 4.77 0.91 4.98 0.5169 -0.0284
ZFEB / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr February 0.04 53.88 0.85 58.74 0.4870 0.1468
ALL / The Allstate Corporation 0.00 0.00 0.84 -2.78 0.4781 -0.0666
PNOV / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November 0.02 -25.23 0.82 -20.60 0.4681 -0.1850
BAMG / Northern Lights Fund Trust IV - Brookstone Growth Stock ETF 0.02 -2.75 0.80 10.47 0.4577 -0.0011
BAMV / Northern Lights Fund Trust IV - Brookstone Value Stock ETF 0.02 -2.63 0.73 -0.82 0.4163 -0.0486
BAMD / Northern Lights Fund Trust IV - Brookstone Dividend Stock ETF 0.02 -1.97 0.72 -6.15 0.4091 -0.0738
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.00 0.00 0.66 22.26 0.3758 0.0354
GMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - March 0.02 1.07 0.64 5.81 0.3633 -0.0170
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF 0.01 -25.13 0.59 -17.27 0.3392 -0.1148
BAPR / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - April 0.01 131.13 0.59 146.47 0.3389 0.1862
SPY / SPDR S&P 500 ETF 0.00 -0.77 0.56 9.61 0.3187 -0.0034
META / Meta Platforms, Inc. 0.00 19.28 0.53 53.01 0.3046 0.0837
CLOA / BlackRock ETF Trust II - iShares AAA CLO Active ETF 0.01 -6.05 0.52 -5.79 0.2972 -0.0523
AMZN / Amazon.com, Inc. 0.00 22.08 0.51 40.88 0.2911 0.0620
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF 0.01 0.50 0.2839 0.2839
BJAN / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - January 0.01 -0.45 0.48 7.21 0.2716 -0.0090
ICLO / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco AAA CLO Floating Rate Note ETF 0.02 47.14 0.47 47.34 0.2685 0.0669
CLOI / VanEck ETF Trust - VanEck CLO ETF 0.01 -3.93 0.47 -3.70 0.2672 -0.0402
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 -18.92 0.46 -10.39 0.2608 -0.0617
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF 0.02 2.80 0.45 3.44 0.2572 -0.0184
ZAPR / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr April 0.02 0.43 0.2473 0.2473
WMT / Walmart Inc. 0.00 -0.52 0.43 10.94 0.2430 0.0001
MARM / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Max Buffer ETF - March 0.01 -0.94 0.43 1.43 0.2428 -0.0223
ABBV / AbbVie Inc. 0.00 -14.11 0.42 -23.86 0.2384 -0.1086
WCN / Waste Connections, Inc. 0.00 -23.63 0.40 -27.08 0.2309 -0.1192
HON / Honeywell International Inc. 0.00 -22.08 0.39 -14.41 0.2239 -0.0655
LOW / Lowe's Companies, Inc. 0.00 0.00 0.38 -5.01 0.2165 -0.0356
PLTR / Palantir Technologies Inc. 0.00 0.37 0.2136 0.2136
LLY / Eli Lilly and Company 0.00 -11.78 0.36 -16.82 0.2032 -0.0671
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.00 2.39 0.35 2.61 0.2020 -0.0160
FFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - February 0.01 -10.26 0.33 -3.52 0.1876 -0.0280
CMI / Cummins Inc. 0.00 0.10 0.33 4.79 0.1871 -0.0110
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF 0.00 -16.67 0.33 -1.21 0.1860 -0.0225
GOOGL / Alphabet Inc. 0.00 0.33 0.1859 0.1859
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF 0.01 0.33 0.1853 0.1853
JAJL / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul 0.01 0.00 0.31 3.68 0.1772 -0.0121
ZOCT / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr October 0.01 0.00 0.30 3.11 0.1704 -0.0122
XOM / Exxon Mobil Corporation 0.00 16.78 0.29 5.84 0.1654 -0.0077
VFH / Vanguard World Fund - Vanguard Financials ETF 0.00 0.00 0.29 6.32 0.1636 -0.0065
XSEP / FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September 0.01 -90.54 0.29 -90.08 0.1628 -1.6517
KEYS / Keysight Technologies, Inc. 0.00 0.00 0.28 9.38 0.1599 -0.0020
UJAN / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - January 0.01 0.28 0.1594 0.1594
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 0.28 0.1588 0.1588
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF 0.00 -9.60 0.28 1.47 0.1583 -0.0146
GJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - June 0.01 1.82 0.28 9.13 0.1568 -0.0027
BAMA / Northern Lights Fund Trust IV - Brookstone Active ETF 0.01 -3.16 0.27 3.80 0.1558 -0.0107
BAMO / Northern Lights Fund Trust IV - Brookstone Opportunities ETF 0.01 -2.85 0.27 3.09 0.1526 -0.0115
BAMY / Northern Lights Fund Trust IV - Brookstone Yield ETF 0.01 -2.13 0.27 1.14 0.1519 -0.0145
T / AT&T Inc. 0.01 17.90 0.26 20.64 0.1503 0.0123
AXP / American Express Company 0.00 9.60 0.26 30.35 0.1495 0.0221
UFEB / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - February 0.01 -43.80 0.26 -40.55 0.1493 -0.1285
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF 0.00 0.00 0.26 6.53 0.1490 -0.0063
UAPR / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - April 0.01 -23.79 0.26 -20.06 0.1478 -0.0571
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF 0.01 -13.81 0.26 -8.21 0.1469 -0.0304
QMAR / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Buffer ETF - March 0.01 -0.24 0.24 9.42 0.1394 -0.0019
IJR / iShares Trust - iShares Core S&P Small-Cap ETF 0.00 0.00 0.24 4.33 0.1377 -0.0082
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund 0.00 0.00 0.24 12.26 0.1361 0.0022
FJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - June 0.00 -0.89 0.24 6.73 0.1358 -0.0053
J / Jacobs Solutions Inc. 0.00 0.00 0.23 8.92 0.1326 -0.0025
ZJUL / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr July 0.01 0.00 0.23 5.45 0.1323 -0.0069
GILD / Gilead Sciences, Inc. 0.00 0.23 0.1323 0.1323
ORCL / Oracle Corporation 0.00 0.22 0.1233 0.1233
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF 0.00 -26.13 0.22 -24.30 0.1229 -0.0569
QCJL / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Conservative Buffer ETF - July 0.01 0.21 0.1224 0.1224
DJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - June 0.00 0.21 0.1191 0.1191
MCD / McDonald's Corporation 0.00 6.23 0.20 -0.49 0.1165 -0.0132
AMD / Advanced Micro Devices, Inc. 0.00 0.20 0.1161 0.1161
ZDEK / Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr December 0.01 0.20 0.1159 0.1159
AVGO / Broadcom Inc. 0.00 0.20 0.1155 0.1155
FDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - December 0.00 0.20 0.1141 0.1141
F / Ford Motor Company 0.02 49.66 0.18 62.50 0.1038 0.0328
HBAN / Huntington Bancshares Incorporated 0.01 0.18 0.1037 0.1037
YSEP / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - September 0.00 -100.00 0.00 0.0000
CLOZ / Series Portfolios Trust - Eldridge BBB-B CLO ETF 0.00 -100.00 0.00 0.0000
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF 0.00 -100.00 0.00 0.0000
JPM / JPMorgan Chase & Co. 0.00 -100.00 0.00 0.0000
UNP / Union Pacific Corporation 0.00 -100.00 0.00 0.0000
NJAN / Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - January 0.00 -100.00 0.00 0.0000
BNOV / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - November 0.00 -100.00 0.00 0.0000
RTX / RTX Corporation 0.00 -100.00 0.00 0.0000
IJAN / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - January 0.00 -100.00 0.00 0.0000
BOCT / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - October 0.00 -100.00 0.00 0.0000
STZ / Constellation Brands, Inc. 0.00 -100.00 0.00 0.0000
JNJ / Johnson & Johnson 0.00 -100.00 0.00 0.0000
BAMU / Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF 0.00 -100.00 0.00 0.0000
JMBS / Janus Detroit Street Trust - Janus Henderson Mortgage-Backed Securities ETF 0.00 -100.00 0.00 0.0000
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund 0.00 -100.00 0.00 0.0000
BRK.B / Berkshire Hathaway Inc. 0.00 -100.00 0.00 0.0000
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF 0.00 -100.00 0.00 0.0000
NJUL / Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - July 0.00 -100.00 0.00 0.0000
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF 0.00 -100.00 0.00 0.0000
BX / Blackstone Inc. 0.00 -100.00 0.00 0.0000
KJUL / Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - July 0.00 -100.00 0.00 0.0000