Chris Bulman Inc. Portfolio
Invests via Chris Bulman Inc | Managed by Chris Bulman Inc (dba Bulman Wealth Group)
Invests via Chris Bulman Inc
Managed by Chris Bulman Inc (dba Bulman Wealth Group)
Automatically Tracked
Company Profile
A small-cap holding company focused on niche commercial services and asset management, often engaging in bolt-on acquisitions and contract-based revenue streams. Chris Bulman Inc positions itself as a regional operator with conservative balance sheet management, cash-flow emphasis and potential appeal to event-driven and micro-cap equity investors.
A small-cap holding company focused on niche commercial services and asset management, often engaging in bolt-on acquisitions and contract-based revenue streams. Chris Bulman Inc positions itself as a regional operator with conservative balance sheet management, cash-flow emphasis and potential appeal to event-driven and micro-cap equity investors.
Investment Philosophy & Strategy
Prioritizes growth-stage equity investments where operational playbooks and capital strategy unlock scalable revenue and margin expansion. Employs a hands-on, board-to-ops approach—aligning governance, M&A and performance improvement to accelerate exit readiness. Allocates capital to technology and services companies with clear unit economics, repeatable channels and runway for consolidation. Risk discipline emphasizes measurable KPIs, staged capital deployment and active value-creation plans to de-risk exits and maximize IRR.
Prioritizes growth-stage equity investments where operational playbooks and capital strategy unlock scalable revenue and margin expansion. Employs a hands-on, board-to-ops approach—aligning governance, M&A and performance improvement to accelerate exit readiness. Allocates capital to technology and services companies with clear unit economics, repeatable channels and runway for consolidation. Risk discipline emphasizes measurable KPIs, staged capital deployment and active value-creation plans to de-risk exits and maximize IRR.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
37.73%
Gain +0.6%
Monthly
1.16%
Yearly
14.77%
Drawdown
14.87%
$286.57M
Equity
Holdings
$286.57M
Investment
$242.33M
$53.94M
Profit +$1.21M
Realized
$9.7M
Unrealized
$44.23M
Dividends
$5.06M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.6%
Profit
$1.21M
Win %
81%
This Week
Compared To Last Week
Gain
0.43%
Profit
$1.21M
Win %
81%
This Month
Compared to last month
Gain
0.43%
Profit
$1.23M
Win %
81%
This Year
Compared to last year
Gain
0.22%
Profit
$762,055.77
Win %
80%
TSLA Tesla, Inc.
+6.23%
+$147,459.2 
INTC Intel Corporation
+5.08%
+$13,002.17 
LRCX Lam Research Corp.
+4.17%
+$6,822.04 
KEYS Keysight Technologies, Inc.
+3.98%
+$21,025.44 
DELL Dell Technologies Inc. Class C Common Stock
+3.7%
+$11,927.09 
AMAT Applied Materials Inc.
+3.65%
+$8,988.55 
AVGO Broadcom Inc.
+2.68%
+$12,740.36 
AMD Advanced Micro Devices Inc.
+2.56%
+$4,741.92 
CHAT Roundhill Generative AI & Technology ETF
+2.37%
+$5,211.84 
NVDA NVIDIA Corporation
+2.32%
+$34,002.95 
ILDR First Trust Innovation Leaders ETF
+1.89%
+$15,110 
ARKQ ARK Autonomous Technology & Robotics ETF
+1.85%
+$3,668.04 
VGT Vanguard Information Technology ETF
+1.47%
+$14,420 
GILD Gilead Sciences Inc.
+1.47%
+$4,645.8 
XLI State Street Industrial Select Sector SPDR ETF
+1.29%
+$3,648.52 
DTCR Global X Data Center & Digital Infrastructure ETF
+1.26%
+$2,431.36 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$222,909.04 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.15%
+$5,867.95 
ALL The Allstate Corporation
+1.14%
+$12,039.74 
MSFT Microsoft Corporation Common Stock
+1.11%
+$16,162.11 
JPM JPMorgan Chase & Co.
+0.99%
+$3,158.11 
J Jacobs Solutions Inc.
+0.97%
+$2,494.29 
VUG Vanguard Morningstar Growth ETF
+0.93%
+$50,299.38 
BAMG Brookstone Growth Stock ETF
+0.91%
+$7,165.2 
HEQQ JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
+0.83%
+$3,586.5 
MDY State Street SPDR S&P MidCap 400 ETF Trust
+0.8%
+$2,777.2 
IJH iShares Core S&P Mid-Cap ETF
+0.8%
+$2,436.85 
WFC Wells Fargo & Company
+0.79%
+$2,921.75 
BNOV Innovator U.S. Equity Buffer ETF - November
+0.77%
+$4,212.37 
BDEC Innovator U.S. Equity Buffer ETF - December
+0.75%
+$17,657.88 
PNOV Innovator U.S. Equity Power Buffer ETF - November
+0.71%
+$11,515.73 
BUFQ FT Vest Laddered Nasdaq Buffer ETF
+0.71%
+$5,429.2 
JNJ Johnson & Johnson
+0.68%
+$2,286 
ESGU iShares ESG Aware MSCI USA ETF
+0.68%
+$4,046.62 
VTI Vanguard Total Stock Market ETF
+0.67%
+$11,062.5 
SPY State Street SPDR S&P 500 ETF Trust
+0.67%
+$4,912.63 
IVV iShares Core S&P 500 ETF
+0.67%
+$7,892.77 
VOO Vanguard S&P 500 ETF
+0.66%
+$176,536.51 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.65%
+$5,103.42 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.65%
+$34,179.6 
BJUL Innovator U.S. Equity Buffer ETF - July
+0.64%
+$6,391.06 
XOM ExxonMobil Holdings Corporation
+0.63%
+$1,642.55 
LLY Eli Lilly and Company
+0.6%
+$2,420.57 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.6%
+$2,635.89 
IJR iShares Core S&P Small-Cap ETF
+0.59%
+$1,845 
BAC Bank of America Corporation
+0.58%
+$1,151.38 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.58%
+$1,158.53 
VEA Vanguard FTSE Developed Markets ETF
+0.58%
+$4,059.17 
IWM iShares Russell 2000 ETF
+0.57%
+$12,822.19 
UJUL Innovator U.S. Equity Ultra Buffer ETF - July
+0.57%
+$1,201.56 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.57%
+$2,922.71 
FJAN FT Vest U.S. Equity Buffer ETF - January
+0.57%
+$3,987.23 
BFEB Innovator U.S. Equity Buffer ETF - February
+0.56%
+$8,043.9 
BAUG Innovator U.S. Equity Buffer ETF - August
+0.54%
+$6,240.9 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.54%
+$16,106.5 
BJUN Innovator U.S. Equity Buffer ETF - June
+0.54%
+$3,938.96 
QMAR FT Vest Nasdaq-100 Buffer ETF - March
+0.53%
+$1,532.4 
UJUN Innovator U.S. Equity Ultra Buffer ETF - June
+0.53%
+$1,104.34 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.52%
+$41,954.47 
IAPR Innovator International Developed Power Buffer ETF - April
+0.51%
+$9,991.24 
IEFA iShares Core MSCI EAFE ETF
+0.51%
+$12,927.18 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.51%
+$16,343.66 
USEP Innovator U.S. Equity Ultra Buffer ETF - September
+0.5%
+$1,808.31 
VIG Vanguard Dividend Appreciation ETF
+0.5%
+$27,516.61 
AMZN Amazon.com Inc
+0.5%
+$4,258.26 
BAMD Brookstone Dividend Stock ETF
+0.48%
+$3,294.76 
GLD SPDR Gold Shares
+0.48%
+$1,174.1 
VB Vanguard Small-Cap ETF
+0.47%
+$23,897.92 
PJUL Innovator U.S. Equity Power Buffer ETF - July
+0.47%
+$6,110.7 
VFMF Vanguard U.S. Multifactor ETF
+0.47%
+$15,994.88 
UMAY Innovator U.S. Equity Ultra Buffer ETF - May
+0.46%
+$983.7 
BMAR Innovator U.S. Equity Buffer ETF - March
+0.46%
+$6,633.76 
FMAY FT Vest U.S. Equity Buffer ETF - May
+0.45%
+$1,583.15 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.45%
+$10,394.16 
FFEB FT Vest U.S. Equity Buffer ETF - February
+0.44%
+$2,007.05 
BSEP Innovator U.S. Equity Buffer ETF - September
+0.44%
+$6,609.85 
GDEC FT Vest U.S. Equity Moderate Buffer ETF - December
+0.43%
+$1,312.49 
XSEP FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September
+0.43%
+$1,382.36 
RDVI FT Vest Rising Dividend Achievers Target Income ETF
+0.43%
+$1,211.79 
FJUL FT Vest US Equity Buffer ETF
+0.43%
+$1,418.1 
RDVY First Trust Rising Dividend Achievers ETF
+0.43%
+$85,013.96 
FSEP FT Vest U.S. Equity Buffer ETF - September
+0.42%
+$2,901.12 
PJUN Innovator U.S. Equity Power Buffer ETF - June
+0.42%
+$32,389.99 
FDEC FT Vest U.S. Equity Buffer ETF - December
+0.42%
+$1,795.4 
BAMA Brookstone Active ETF
+0.42%
+$1,062 
BUFR FT Vest Laddered Buffer ETF
+0.42%
+$35,541.74 
BAPR Innovator U.S. Equity Buffer ETF - April
+0.41%
+$2,332.8 
BMAY Innovator U.S. Equity Buffer ETF - May
+0.41%
+$3,167.01 
VTV Vanguard Morningstar Value ETF
+0.4%
+$24,736.45 
GAPR FT Vest U.S. Equity Moderate Buffer ETF - April
+0.4%
+$994.67 
AMGN Amgen Inc. Common Stock
+0.4%
+$925.74 
QCJL FT Vest Nasdaq-100 Conservative Buffer ETF - July
+0.4%
+$954.32 
DJUN FT Vest U.S. Equity Deep Buffer ETF - June
+0.39%
+$2,699.39 
GAUG FT Vest U.S. Equity Moderate Buffer ETF - August
+0.39%
+$8,733.88 
FJUN FT Vest U.S. Equity Buffer ETF - June
+0.39%
+$1,084.53 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.39%
+$10,928.11 
UNP Union Pacific Corp.
+0.37%
+$1,059.48 
PMAR Innovator U.S. Equity Power Buffer ETF - March
+0.37%
+$5,598.36 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.36%
+$10,073.35 
BAMO Brookstone Opportunities ETF
+0.36%
+$888 
JEPI JPMorgan Equity Premium Income ETF
+0.35%
+$1,128.6 
BUFS FT Vest Laddered Small Cap Moderate Buffer ETF
+0.34%
+$903.63 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.34%
+$2,972.55 
PSEP Innovator U.S. Equity Power Buffer ETF - September
+0.34%
+$12,781.44 
GJUL FT Vest U.S. Equity Moderate Buffer ETF - July
+0.34%
+$933.23 
UAUG Innovator U.S. Equity Ultra Buffer ETF - August
+0.34%
+$714.64 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.33%
+$844.02 
BUFD FT Vest Laddered Deep Buffer ETF
+0.33%
+$1,547.8 
BAMV Brookstone Value Stock ETF
+0.33%
+$2,334.84 
GJUN FT Vest U.S. Equity Moderate Buffer ETF - June
+0.32%
+$687.28 
GMAY FT Vest U.S. Equity Moderate Buffer ETF - May
+0.32%
+$4,025.98 
GFEB FT Vest U.S. Equity Moderate Buffer ETF - February
+0.31%
+$5,033.96 
VTEC Vanguard California Tax-Exempt Bond ETF
+0.31%
+$1,709.23 
CMF iShares California Muni Bond ETF
+0.3%
+$1,417.18 
ZSEP Innovator Equity Defined Protection ETF - 1 Yr September
+0.29%
+$1,920.48 
VFH Vanguard Financials Index Fund ETF Shares
+0.27%
+$826.56 
VTEB Vanguard Tax-Exempt Bond ETF
+0.26%
+$1,568.37 
GNOV FT Vest U.S. Equity Moderate Buffer ETF - November
+0.26%
+$855.14 
BUFY FT Vest Laddered International Moderate Buffer ETF
+0.25%
+$1,280.94 
USMV iShares MSCI USA Min Vol Factor ETF
+0.25%
+$591.76 
MUB iShares National Muni Bond ETF
+0.25%
+$820.3 
GMAR FT Vest U.S. Equity Moderate Buffer ETF - March
+0.24%
+$3,255.89 
FTRI First Trust Indxx Global Natural Resources Income ETF
+0.23%
+$780.9 
FICS First Trust International Developed Capital Strength ETF
+0.21%
+$9,150.49 
ZOCT Innovator Equity Defined Protection ETF - 1 Yr October
+0.21%
+$1,246.14 
MARM FT Vest U.S. Equity Max Buffer ETF - March
+0.2%
+$655.83 
BAMY Brookstone Yield ETF
+0.2%
+$433.99 
PAPR Innovator U.S. Equity Power Buffer ETF - April
+0.18%
+$2,657.84 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
+0.17%
+$508.31 
DDFL Innovator Equity Dual Directional 15 Buffer ETF - July
+0.17%
+$650.41 
BALT Innovator Defined Wealth Shield ETF
+0.16%
+$3,249.29 
ABBV AbbVie Inc.
+0.15%
+$885.7 
UITB VictoryShares Core Intermediate Bond ETF
+0.14%
+$3,414.26 
WCMI First Trust WCM International Equity ETF
+0.14%
+$8,602.92 
FBND Fidelity Total Bond ETF
+0.12%
+$903.6 
ZNOV Innovator Equity Defined Protection ETF - 1 Yr November
+0.12%
+$419.26 
ZFEB Innovator Equity Defined Protection ETF - 1 Yr February
+0.11%
+$683.64 
BND Vanguard Total Bond Market ETF
+0.1%
+$1,220.85 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$1,853.36 
UCON First Trust Smith Unconstrained Bond ETF
+0.09%
+$720.11 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.07%
+$597.28 
BINC iShares Flexible Income Active ETF
+0.07%
+$250.07 
LMBS First Trust Low Duration Opportunities ETF
+0.06%
+$1,249.14 
ZDEK Innovator Equity Defined Protection ETF - 1 Yr December
+0.06%
+$181.11 
BIV Vanguard Intermediate-Term Bond ETF
+0.05%
+$1,934.16 
TOTL State Street DoubleLine Total Return Tactical ETF
+0.05%
+$111.06 
IBTH iShares iBonds Dec 2027 Term Treasury ETF
+0.05%
+$373.7 
SUB iShares Short-Term National Muni Bond ETF
+0.02%
+$68.04 
IBTJ iShares iBonds Dec 2029 Term Treasury ETF
0%
$0 FAI
FAI
0%
$0 ZAPR
ZAPR
0%
$0 APXM
APXM
0%
$0 
PAYX Paychex Inc.
-2.84%
-$6,850.91 
AAPL Apple Inc.
-1.36%
-$232,950.72 
META Meta Platforms Inc Class A
-0.79%
-$2,968.2 
GOOG Alphabet Inc
-0.76%
-$3,475.12 
ARCC Ares Capital Corp.
-0.62%
-$1,282.94 
GOOGL Alphabet Inc
-0.61%
-$6,236.72 
SPEM SPDR Portfolio Emerging Markets ETF
-0.59%
-$1,164.37 
IEMG iShares Core MSCI Emerging Markets ETF
-0.4%
-$7,632.93 
SCHD Schwab U.S. Dividend Equity ETF
-0.37%
-$30,605.51 
AVEM Avantis Emerging Markets Equity ETF
-0.35%
-$30,161.45 
XLV State Street Health Care Select Sector SPDR ETF
-0.29%
-$773.76 
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF
-0.21%
-$528.67 
COST Costco Wholesale Corp
-0.17%
-$1,839.41 
IBTI iShares iBonds Dec 2028 Term Treasury ETF
-0.07%
-$369.17 
VGSH Vanguard Short-Term Treasury ETF
-0.04%
-$168.72 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
-0.02%
-$102.82 
BX Blackstone Inc.
-0.01%
-$22.55 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1523 | Longs Won 1217/1523 79% | Profit Factor 21.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $190,374.67 |
| Average Win $46,465.29 | Best Trade (Oct 23) $5.75M | Sharpe Ratio -80.53 |
| Average Loss -$8,537.33 | Worst Trade (Oct 23) -$159,404.95 | Z-Score 13.29 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1d | Expectancy $35,414.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 49,308 | $10.77M | $16.91M | - | $6.14M | 57.01% | -1.359% |
| ABBV AbbVie Inc. | 2,013 | $366,327.71 | $575,879.04 | - | $209,551.33 | 57.2% | +0.154% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 39,819 | $829,641.63 | $824,054.2 | - | -$5,587.43 | -0.67% | +0.073% |
| AGG iShares Core U.S. Aggregate Bond ETF | 19,509 | $1.93M | $1.87M | - | -$54,618.27 | -2.83% | +0.099% |
| ALL The Allstate Corporation | 4,166 | $665,144 | $1.07M | - | $401,685.28 | 60.39% | +1.141% |
| AMAT Applied Materials Inc. | 653 | $165,814.81 | $255,326.26 | - | $89,511.45 | 53.98% | +3.649% |
| AMD Advanced Micro Devices Inc. | 359 | $208,546 | $190,269.53 | - | -$18,276.47 | -8.76% | +2.556% |
| AMGN Amgen Inc. Common Stock | 529 | $175,102.12 | $233,294.29 | - | $58,192.17 | 33.23% | +0.398% |
| AMZN Amazon.com Inc | 3,462 | $728,404.71 | $862,834.26 | - | $134,429.55 | 18.46% | +0.496% |
| APXM APXM | 15,434 | $489,025.9 | $496,269 | - | $7,243.1 | 1.48% | 0.0 |
| ARCC Ares Capital Corp. | 11,156 | $213,080 | $206,664.9 | - | -$6,415.1 | -3.01% | -0.617% |
| ARKQ ARK Autonomous Technology & Robotics ETF | 1,772 | $234,347 | $202,149.76 | - | -$32,197.24 | -13.74% | +1.848% |
| AVEM Avantis Emerging Markets Equity ETF | 97,295 | $7.25M | $8.48M | - | $1.24M | 17.04% | -0.354% |
| AVGO Broadcom Inc. | 1,478 | $464,324.66 | $488,183.4 | - | $23,858.74 | 5.14% | +2.68% |
| BAC Bank of America Corporation | 3,903 | $222,387.04 | $198,487.06 | - | -$23,899.98 | -10.75% | +0.583% |
| BALT Innovator Defined Wealth Shield ETF | 59,078 | $1.82M | $2.07M | - | $251,414.98 | 13.83% | +0.157% |
| BAMA Brookstone Active ETF | 7,080 | $210,036.23 | $255,942 | - | $45,905.77 | 21.86% | +0.417% |
| BAMD Brookstone Dividend Stock ETF | 19,932 | $581,289.94 | $686,159.1 | - | $104,869.16 | 18.04% | +0.482% |
| BAMG Brookstone Growth Stock ETF | 17,913 | $564,577.48 | $791,396.34 | - | $226,818.86 | 40.17% | +0.914% |
| BAMO Brookstone Opportunities ETF | 7,104 | $208,252.39 | $247,609.92 | - | $39,357.53 | 18.9% | +0.36% |
No Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Chris Bulman Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Dividend Appreciation ETF - $732,586.91, Innovator U.S. Equity Power Buffer ETF - June - $660,720.88, Vanguard Morningstar Value ETF - $557,936.53, Invesco QQQ Trust, Series 1 - $544,683.52, and Vanguard Morningstar Growth ETF - $522,559.67. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Eli Lilly and Company - $87,269.16, iShares Bitcoin Trust ETF - $49,288.85, Alphabet Inc - $48,267.12, Lowe's Companies, Inc - $44,886.59, and Eversource Energy - $37,626.55. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chris Bulman Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.06M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $304,650.56, Vanguard S&P 500 ETF - $280,154.49, Vanguard Morningstar Value ETF - $271,287.77, iShares Core U.S. Aggregate Bond ETF - $261,206.14, and Vanguard Dividend Appreciation ETF - $239,562.59. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chris Bulman Inc.'s monthly returns?
Chris Bulman Inc.'s monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Chris Bulman Inc.'s strategy be considered aggressive or moderate?
Chris Bulman Inc.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Chris Bulman Inc.'s strategy?
Chris Bulman Inc.'s strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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