CB
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Chris Bulman Inc13F | |
| Chris Bulman Inc | |
| Last update 2025-04-15 | 121 Stocks (13 new) |
| Value $158.00 Mil | Turnover 10 % |
Chris Bulman Inc Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PJUN |
Innovator U.S. Equity Power Buffer ETF - June
Innovator U.S. Equity Power Buffer ETF - June
| 287,148 | 10,627.4 | -4.18% | 6.710 | -0.30% | 1.670 | +10.65% | +6.29% | 726.8 | ||
AAPL | Apple Inc | 47,341 | 10,515.9 | +1.03% | 6.640 | +0.07% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
BUFR | FT Vest Laddered Buffer ETF | 285,323 | 8,471.2 | -1.17% | 5.350 | -0.07% | 0.130 | +10.79% | +5.12% | 6,950.5 | ||
QQQ | INVESCO QQQ Trust | 14,830 | 6,953.9 | +20.36% | 4.390 | +0.74% | 0.000 | +23.56% | +9.08% | 357,232.3 | ||
VIG | Vanguard Dividend Appreciation FTF | 30,187 | 5,855.9 | -4.20% | 3.700 | -0.17% | 0.010 | +11.15% | +7.09% | 87,948.4 | ||
VTV | Vanguard Value ETF | 33,270 | 5,747.1 | -4.08% | 3.630 | -0.15% | 0.000 | +8.26% | +7.31% | 131,767.6 | ||
VUG | Vanguard Growth ETF | 14,513 | 5,381.6 | -4.26% | 3.400 | -0.17% | 0.000 | +24.44% | +7.95% | 152,432.4 | ||
IWM | iShares Russell 2000 ETF | 23,891 | 4,766.0 | -3.02% | 3.010 | -0.10% | 0.010 | +17.95% | +1.47% | 66,253.5 | ||
VOO | Vanguard S&P 500 ETF | 9,193 | 4,724.2 | +54.95% | 2.980 | +1.06% | 0.000 | +16.76% | +7.46% | 616,819.8 | ||
VB | Vanguard Small Cap ETF | 16,847 | 3,735.8 | -3.24% | 2.360 | -0.09% | 0.010 | +15.73% | +1.97% | 58,767.7 |
Chris Bulman Inc's Historical Top Holdings Breakdowns
Chris Bulman Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 2025-03-31 | Add Add | +1.06% | 507.05 ($540.58) 563.67 | $575.22 | 6.41% | Add 54.95% | 9,193 | 3,260 | |
SCHD | Schwab US Dividend Equity ETF | 2025-03-31 | Add Add | +0.84% | 27.01 ($27.88) 28.54 | $27.35 | -1.90% | Add 66.25% | 120,185 | 47,893 | |
PFEB |
Innovator U.S. Equity Power Buffer ETF - February
Innovator U.S. Equity Power Buffer ETF - February
| 2025-03-31 | Add Add | +0.76% | 35.54 ($36.72) 37.42 | $38.22 | 4.08% | Add 85.8% | 72,650 | 33,549 | |
DBEF |
Xtrackers MSCI EAFE Hedged Equity ETF
Xtrackers MSCI EAFE Hedged Equity ETF
| 2025-03-31 | New Buy New Buy | +0.74% | 41.61 ($43.53) 44.72 | $44.08 | 1.26% | New holding | 27,129 | 27,129 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Add Add | +0.74% | 468.34 ($508.07) 539.52 | $556.22 | 9.48% | Add 20.36% | 14,830 | 2,509 | |
BFEB |
Innovator U.S. Equity Buffer ETF - February
Innovator U.S. Equity Buffer ETF - February
| 2025-03-31 | New Buy New Buy | +0.73% | 41.03 ($42.88) 44 | $45.03 | 5.02% | New holding | 28,025 | 28,025 | |
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 2025-03-31 | Add Add | +0.61% | 57.22 ($60.78) 63.39 | $63.78 | 4.94% | Add 66.6% | 41,203 | 16,472 | |
BMAR |
Innovator U.S. Equity Buffer ETF - March
Innovator U.S. Equity Buffer ETF - March
| 2025-03-31 | New Buy New Buy | +0.61% | 44.99 ($46.63) 47.69 | $49.36 | 5.86% | New holding | 21,270 | 21,270 | |
SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
| 2025-03-31 | Add Add | +0.48% | 32.49 ($35.67) 37.99 | $36.45 | 2.19% | Add 68.57% | 55,498 | 22,576 | |
USMV | iShares MSCI USA Min Vol Factor ETF | 2025-03-31 | Reduce Reduce | -0.36% | 87.68 ($92.03) 94.57 | $94.16 | 2.31% | Reduce -63.23% | 3,687 | -6,340 |
Chris Bulman Inc Total Holding History ($B)
Chris Bulman Inc's Asset Allocation
Chris Bulman Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Chris Bulman Inc's Hypothetical Growth since 2025-03-31
Chris Bulman Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Chris Bulman Inc's Holdings Heat Map
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Chris Bulman Inc's Holdings Bubble Chart
Chris Bulman Inc News
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