CB

Chris Bulman Portfolio holdings

AUM $200M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$175M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$4.32M
3
+$3.86M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.85M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.94M

Top Sells

1
+$5.25M
2
+$2.84M
3
+$2.73M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$2.62M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$2.35M

Sector Composition

1 Technology 8.84%
2 Consumer Discretionary 1.44%
3 Consumer Staples 1.28%
4 Industrials 0.77%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COST icon
26
Costco
COST
$406B
$1.82M 1.04%
1,842
-31
BALT icon
27
Innovator Defined Wealth Shield ETF
BALT
$1.7B
$1.8M 1.03%
56,170
-9,212
PAUG icon
28
Innovator US Equity Power Buffer ETF August
PAUG
$1.01B
$1.8M 1.03%
44,459
-4,241
NVDA icon
29
NVIDIA
NVDA
$4.85T
$1.74M 0.99%
11,014
+842
IAPR icon
30
Innovator International Developed Power Buffer ETF April
IAPR
$240M
$1.73M 0.99%
59,254
+16,658
PAPR icon
31
Innovator US Equity Power Buffer ETF April
PAPR
$830M
$1.66M 0.95%
44,472
+31,472
TFLO icon
32
iShares Treasury Floating Rate Bond ETF
TFLO
$6.59B
$1.65M 0.94%
32,548
-808
BIV icon
33
Vanguard Intermediate-Term Bond ETF
BIV
$25.1B
$1.59M 0.91%
20,579
+1,121
GAUG icon
34
FT Vest US Equity Moderate Buffer ETF August
GAUG
$319M
$1.55M 0.89%
41,989
+10,175
PMAR icon
35
Innovator US Equity Power Buffer ETF March
PMAR
$646M
$1.46M 0.83%
34,665
+4,544
MSFT icon
36
Microsoft
MSFT
$3.76T
$1.46M 0.83%
2,928
+233
DBEF icon
37
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.42B
$1.41M 0.8%
32,263
+5,134
GFEB icon
38
FT Vest US Equity Moderate Buffer ETF February
GFEB
$358M
$1.39M 0.79%
+35,545
BMAR icon
39
Innovator US Equity Buffer ETF March
BMAR
$202M
$1.32M 0.75%
26,937
+5,667
BFEB icon
40
Innovator US Equity Buffer ETF February
BFEB
$199M
$1.25M 0.71%
27,978
-47
TSLA icon
41
Tesla
TSLA
$1.48T
$1.25M 0.71%
3,931
+181
INTU icon
42
Intuit
INTU
$182B
$1.2M 0.69%
1,529
+6
PJUL icon
43
Innovator US Equity Power Buffer ETF July
PJUL
$1.22B
$1.18M 0.67%
26,816
-2,481
GMAY icon
44
FT Vest US Equity Moderate Buffer ETF May
GMAY
$309M
$1.13M 0.65%
+28,913
PJAN icon
45
Innovator US Equity Power Buffer ETF January
PJAN
$1.24B
$1.08M 0.61%
24,479
-330
FBND icon
46
Fidelity Total Bond ETF
FBND
$20.9B
$1.08M 0.61%
23,539
-850
UITB icon
47
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.49B
$1.06M 0.6%
22,534
+1,322
LMBS icon
48
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$5.4B
$907K 0.52%
18,407
+838
ZFEB
49
Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB
$125M
$854K 0.49%
35,043
+12,270
ALL icon
50
Allstate
ALL
$53.4B
$839K 0.48%
4,166
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