Chris Bulman
ROSEVILLE, CAfiles as Chris Bulman Inc
$274m in 165 US stocks at the end of 30 June 2026. The top 10 are 44.3% of the money. It changed about 9.3% of the portfolio this quarter.
Value
$274m
Stocks
165
Top 10 share
44.3%
Turnover
9.3%
What changed this quarter
New
Bought for the first time this quarter.
- Innovator Etfs TrustBMAY0.3% of the fund
- Vanguard MUN BD FDSVTEB0.2% of the fund
- Vanguard Calif TAX Free FDSVTEC0.2% of the fund
- Ishares TRESGU0.2% of the fund
- AlphabetGOOG0.2% of the fund
- Ishares TRCMF0.2% of the fund
- First TR Exchng Traded FD VIAPXM0.2% of the fund
- J P Morgan Exchange Traded FHEQQ0.2% of the fund
- J P Morgan Exchange Traded FHELO0.2% of the fund
- IntelINTC0.2% of the fund
- Ishares TRSUB0.1% of the fund
- Eli LillyLLY0.1% of the fund
- First TR Exchng Traded FD VIFMAY0.1% of the fund
- Ishares TRMUB0.1% of the fund
- Dell TechnologiesDELL0.1% of the fund
- Lam ResearchLRCX0.1% of the fund
- Innovator Etfs TrustZAPR0.1% of the fund
- First TR Exchange-Traded FDACYN0.1% of the fund
- Eversource EnergyES0.1% of the fund
- JPMorgan ChaseJPM0.1% of the fund
- BlackstoneBX<0.1% of the fund
- First TR Exchng Traded FD VIGAPR<0.1% of the fund
- Innovator Etfs TrustUMAR<0.1% of the fund
- Innovator Etfs TrustUMAY<0.1% of the fund
- Innovator Etfs TrustUJUN<0.1% of the fund
Added
Bought more of a stock they already held.
- Vanguard Index FDSVOO8.9% of the fund+21%
- First TR Exchange Traded FDRDVY6.9% of the fund+9%
- Invesco QQQ TRQQQ6.8% of the fund+12%
- AppleAAPL5.2% of the fund+10%
- American Centy ETF TRAVEM3.2% of the fund+17%
- Innovator Etfs TrustPJUN2.8% of the fund+12%
- First TR Exchange Traded FDSDVY2.7% of the fund+23%
- Schwab Strategic TRSCHD2.5% of the fund+20%
- First TR Exchange-Traded FDWCMI2.2% of the fund+6%
- DBX ETF TRDBEF1.8% of the fund+21%
- Vanguard BD Index FDSBIV1.4% of the fund+11%
- Innovator Etfs TrustPMAY1.2% of the fund+11%
- Victory Portfolios IIUITB0.9% of the fund+11%
- First TR Exchange-Traded FDLMBS0.8% of the fund+9%
- Innovator Etfs TrustBALT0.7% of the fund+17%
- Innovator Etfs TrustBMAR0.7% of the fund+29%
- Innovator Etfs TrustPMAR0.6% of the fund+16%
- Vanguard Index FDSVTI0.6% of the fund+22%
- Innovator Etfs TrustPAPR0.5% of the fund+3%
- First TR Exchng Traded FD VIGMAR0.5% of the fund+5%
- NvidiaNVDA0.5% of the fund+6%
- Ishares TRIVV0.4% of the fund+93%
- AlphabetGOOGL0.4% of the fund+5%
- MicrosoftMSFT0.4% of the fund+3%
- First TR Exchng Traded FD VIILDR0.3% of the fund+8%
Cut
Sold some of their stake.
- Vanguard Index FDSVTV2.1% of the fund-3%
- Vanguard Specialized FundsVIG2.0% of the fund-12%
- Vanguard Index FDSVUG1.9% of the fund-9%
- Invesco Exch Traded FD TR IISPHD1.2% of the fund-9%
- Ishares TRIEFA1.1% of the fund-9%
- Innovator Etfs TrustPSEP1.1% of the fund-4%
- IsharesIEMG1.0% of the fund-10%
- Ishares TRIWM1.0% of the fund-10%
- Innovator Etfs TrustPOCT1.0% of the fund-15%
- Innovator Etfs TrustBDEC0.9% of the fund-13%
- Innovator Etfs TrustPDEC0.8% of the fund-12%
- Ishares TRAGG0.7% of the fund-11%
- Innovator Etfs TrustBFEB0.6% of the fund-4%
- First TR Exchng Traded FD VIGFEB0.6% of the fund-3%
- Innovator Etfs TrustPNOV0.6% of the fund-13%
- Innovator Etfs TrustPJAN0.4% of the fund-8%
- Ishares TRTFLO0.4% of the fund-10%
- Costco WholesaleCOST0.4% of the fund-14%
- Innovator Etfs TrustPJUL0.4% of the fund-15%
- Northern LTS FD TR IVBAMG0.3% of the fund-2%
- Innovator Etfs TrustBJAN0.3% of the fund-3%
- Ishares TRIBTH0.3% of the fund-8%
- Ishares TRIBTJ0.3% of the fund-8%
- Fidelity Merrimack STR TRFBND0.3% of the fund-11%
- First TR Exchng Traded FD VIFJAN0.3% of the fund-10%
Sold out
Sold their entire stake.
- Innovator Etfs TrustBOCT-100%
- Innovator Etfs TrustUOCT-100%
- Honeywell InternationalHON-100%
- RTXRTX-100%
- Innovator Etfs TrustZJUL-100%
- Innovator Etfs TrustUNOV-100%
- Innovator Etfs TrustUDEC-100%
- American ExpressAXP-100%
- Kinder MorganKMI-100%
- US BancorpUSB-100%
- McDonald'sMCD-100%
- Portland General ElectricPOR-100%
- AT&TT-100%
- KeycorpKEY-100%
- Huntington BancsharesHBAN-100%
- Ford MotorF-100%
Holdings
- Vanguard Index FDSVOO
- Share
- 8.9%
- Value
- $24m
- Shares
- 35,322
+21%
- First TR Exchange Traded FDRDVY
- Share
- 6.9%
- Value
- $19m
- Shares
- 233,836
+9%
- Invesco QQQ TRQQQ
- Share
- 6.8%
- Value
- $19m
- Shares
- 25,466
+12%
- American Centy ETF TRAVEM
- Share
- 3.2%
- Value
- $9m
- Shares
- 91,934
+17%
- First TR Exchng Traded FD VIBUFR
- Share
- 3.0%
- Value
- $8m
- Shares
- 226,813
Held
- Innovator Etfs TrustPJUN
- Share
- 2.8%
- Value
- $8m
- Shares
- 180,016
+12%
- First TR Exchange Traded FDSDVY
- Share
- 2.7%
- Value
- $7m
- Shares
- 169,980
+23%
- Schwab Strategic TRSCHD
- Share
- 2.5%
- Value
- $7m
- Shares
- 214,147
+20%
- First TR Exchange-Traded FDWCMI
- Share
- 2.2%
- Value
- $6m
- Shares
- 306,389
+6%
- Vanguard Index FDSVTV
- Share
- 2.1%
- Value
- $6m
- Shares
- 26,027
-3%
- Vanguard Specialized FundsVIG
- Share
- 2.0%
- Value
- $6m
- Shares
- 23,326
-12%
- Vanguard Index FDSVB
- Share
- 2.0%
- Value
- $5m
- Shares
- 17,950
Held
- Vanguard Index FDSVUG
- Share
- 1.9%
- Value
- $5m
- Shares
- 58,911
-9%
- DBX ETF TRDBEF
- Share
- 1.8%
- Value
- $5m
- Shares
- 88,483
+21%
- First TR Exchange Traded FDFICS
- Share
- 1.6%
- Value
- $4m
- Shares
- 105,914
Held
- Vanguard BD Index FDSBIV
- Share
- 1.4%
- Value
- $4m
- Shares
- 48,264
+11%
- Invesco Exch Traded FD TR IISPHD
- Share
- 1.2%
- Value
- $3m
- Shares
- 67,003
-9%
- Innovator Etfs TrustPMAY
- Share
- 1.2%
- Value
- $3m
- Shares
- 78,200
+11%
- Ishares TRIEFA
- Share
- 1.1%
- Value
- $3m
- Shares
- 32,352
-9%
- Innovator Etfs TrustPFEB
- Share
- 1.1%
- Value
- $3m
- Shares
- 70,185
Held
- Innovator Etfs TrustPSEP
- Share
- 1.1%
- Value
- $3m
- Shares
- 64,505
-4%
- IsharesIEMG
- Share
- 1.0%
- Value
- $3m
- Shares
- 34,652
-10%
- Ishares TRIWM
- Share
- 1.0%
- Value
- $3m
- Shares
- 9,108
-10%
- Innovator Etfs TrustPOCT
- Share
- 1.0%
- Value
- $3m
- Shares
- 57,959
-15%
- Innovator Etfs TrustPAUG
- Share
- 0.9%
- Value
- $3m
- Shares
- 56,987
Held
- Victory Portfolios IIUITB
- Share
- 0.9%
- Value
- $2m
- Shares
- 52,710
+11%
- Innovator Etfs TrustBDEC
- Share
- 0.9%
- Value
- $2m
- Shares
- 44,641
-13%
- Innovator Etfs TrustPDEC
- Share
- 0.8%
- Value
- $2m
- Shares
- 50,400
-12%
- First TR Exchange-Traded FDLMBS
- Share
- 0.8%
- Value
- $2m
- Shares
- 41,899
+9%
- Innovator Etfs TrustIAPR
- Share
- 0.7%
- Value
- $2m
- Shares
- 60,893
Held
- Innovator Etfs TrustBALT
- Share
- 0.7%
- Value
- $2m
- Shares
- 58,807
+17%
- Ishares TRAGG
- Share
- 0.7%
- Value
- $2m
- Shares
- 19,594
-11%
- First TR Exchng Traded FD VIGAUG
- Share
- 0.7%
- Value
- $2m
- Shares
- 43,286
Held
- Innovator Etfs TrustBMAR
- Share
- 0.7%
- Value
- $2m
- Shares
- 31,030
+29%
- Innovator Etfs TrustBFEB
- Share
- 0.6%
- Value
- $2m
- Shares
- 33,166
-4%
- Innovator Etfs TrustPMAR
- Share
- 0.6%
- Value
- $2m
- Shares
- 36,275
+16%
- First TR Exchng Traded FD VIGFEB
- Share
- 0.6%
- Value
- $2m
- Shares
- 37,258
-3%
- Innovator Etfs TrustPNOV
- Share
- 0.6%
- Value
- $2m
- Shares
- 35,603
-13%
- Vanguard Index FDSVTI
- Share
- 0.6%
- Value
- $2m
- Shares
- 4,267
+22%
- Innovator Etfs TrustPAPR
- Share
- 0.5%
- Value
- $1m
- Shares
- 34,050
+3%
- First TR Exchng Traded FD VIGMAR
- Share
- 0.5%
- Value
- $1m
- Shares
- 29,614
+5%
- First TR Exchng Traded FD VIGMAY
- Share
- 0.5%
- Value
- $1m
- Shares
- 29,910
Held
- Innovator Etfs TrustPJAN
- Share
- 0.4%
- Value
- $1m
- Shares
- 23,803
-8%
- Ishares TRIVV
- Share
- 0.4%
- Value
- $1m
- Shares
- 1,556
+93%
- Ishares TRTFLO
- Share
- 0.4%
- Value
- $1m
- Shares
- 22,804
-10%
- Innovator Etfs TrustPJUL
- Share
- 0.4%
- Value
- $1m
- Shares
- 21,208
-15%
- Vanguard World FDVGT
- Share
- 0.4%
- Value
- $984,844
- Shares
- 8,240
Held
- Northern LTS FD TR IVBAMG
- Share
- 0.3%
- Value
- $870,824
- Shares
- 19,232
-2%
- First TR Exchng Traded FD VIILDR
- Share
- 0.3%
- Value
- $846,515
- Shares
- 21,570
+8%
- First TR Exchng Traded FD VIUCON
- Share
- 0.3%
- Value
- $831,511
- Shares
- 33,420
+13%
- Innovator Etfs TrustBJAN
- Share
- 0.3%
- Value
- $826,359
- Shares
- 14,037
-3%
- Innovator Etfs TrustBMAY
- Share
- 0.3%
- Value
- $781,608
- Shares
- 16,507
New
- Ishares TRIBTH
- Share
- 0.3%
- Value
- $780,213
- Shares
- 34,877
-8%
- Spdr Series TrustSPYM
- Share
- 0.3%
- Value
- $776,268
- Shares
- 8,833
Held
- Ishares TRIBTJ
- Share
- 0.3%
- Value
- $770,550
- Shares
- 35,591
-8%
- Innovator Etfs TrustBJUN
- Share
- 0.3%
- Value
- $755,271
- Shares
- 15,515
+257%
- Fidelity Merrimack STR TRFBND
- Share
- 0.3%
- Value
- $740,255
- Shares
- 16,272
-11%
- Northern LTS FD TR IVBAMV
- Share
- 0.3%
- Value
- $726,604
- Shares
- 20,663
Held
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.3%
- Value
- $719,886
- Shares
- 964
Held
- First TR Exchng Traded FD VIFJAN
- Share
- 0.3%
- Value
- $695,511
- Shares
- 12,625
-10%
- First TR Exchng Traded FD VIBUFQ
- Share
- 0.3%
- Value
- $695,040
- Shares
- 17,699
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.3%
- Value
- $691,212
- Shares
- 9,701
+40%
- Northern LTS FD TR IVBAMD
- Share
- 0.3%
- Value
- $689,483
- Shares
- 21,163
Held
- Innovator Etfs TrustBSEP
- Share
- 0.3%
- Value
- $688,971
- Shares
- 13,066
Held
- First TR Exchng Traded FD VIDJUN
- Share
- 0.2%
- Value
- $682,183
- Shares
- 13,843
+198%
- First TR Exchng Traded FD VIFSEP
- Share
- 0.2%
- Value
- $631,823
- Shares
- 11,471
Held
- Vanguard MUN BD FDSVTEB
- Share
- 0.2%
- Value
- $631,429
- Shares
- 12,484
New
- Innovator Etfs TrustZFEB
- Share
- 0.2%
- Value
- $610,491
- Shares
- 23,494
-3%
- Vanguard Calif TAX Free FDSVTEC
- Share
- 0.2%
- Value
- $582,877
- Shares
- 5,794
New
- Innovator Etfs TrustZOCT
- Share
- 0.2%
- Value
- $560,902
- Shares
- 20,314
Held
- Innovator Etfs TrustBAUG
- Share
- 0.2%
- Value
- $560,754
- Shares
- 10,459
-3%
- Ishares TRESGU
- Share
- 0.2%
- Value
- $555,332
- Shares
- 3,393
New
- Innovator Etfs TrustBAPR
- Share
- 0.2%
- Value
- $552,200
- Shares
- 10,368
+59%
- Ishares TRIBTI
- Share
- 0.2%
- Value
- $552,157
- Shares
- 24,939
-11%
- Innovator Etfs TrustBNOV
- Share
- 0.2%
- Value
- $542,070
- Shares
- 11,338
-39%
- First TR Exchng Traded FD VIBUFY
- Share
- 0.2%
- Value
- $495,899
- Shares
- 21,185
Held
- Ishares TRCMF
- Share
- 0.2%
- Value
- $495,070
- Shares
- 8,589
New
- Vanguard Scottsdale FDSVGSH
- Share
- 0.2%
- Value
- $493,129
- Shares
- 8,473
Held
- First TR Exchng Traded FD VIAPXM
- Share
- 0.2%
- Value
- $490,927
- Shares
- 15,494
New
- First TR Exchng Traded FD VIFFEB
- Share
- 0.2%
- Value
- $490,340
- Shares
- 8,041
-5%
- First TR Exchng Traded FD VIBUFD
- Share
- 0.2%
- Value
- $445,355
- Shares
- 14,985
Held
- J P Morgan Exchange Traded FHEQQ
- Share
- 0.2%
- Value
- $437,164
- Shares
- 7,143
New
- J P Morgan Exchange Traded FHELO
- Share
- 0.2%
- Value
- $434,472
- Shares
- 6,429
New
- First TR Exchng Traded FD VIFDEC
- Share
- 0.1%
- Value
- $408,995
- Shares
- 7,509
Held
- Innovator Etfs TrustZSEP
- Share
- 0.1%
- Value
- $402,034
- Shares
- 14,588
Held
- First TR Exchange-Traded FDFAI
- Share
- 0.1%
- Value
- $399,079
- Shares
- 7,336
+15%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Vanguard Index FDSVOO | 8.9% | $24m | 35,322 | +21% |
| First TR Exchange Traded FDRDVY | 6.9% | $19m | 233,836 | +9% |
| Invesco QQQ TRQQQ | 6.8% | $19m | 25,466 | +12% |
| AppleAAPL | 5.2% | $14m | 49,519 | +10% |
| American Centy ETF TRAVEM | 3.2% | $9m | 91,934 | +17% |
| First TR Exchng Traded FD VIBUFR | 3.0% | $8m | 226,813 | Held |
| Innovator Etfs TrustPJUN | 2.8% | $8m | 180,016 | +12% |
| First TR Exchange Traded FDSDVY | 2.7% | $7m | 169,980 | +23% |
| Schwab Strategic TRSCHD | 2.5% | $7m | 214,147 | +20% |
| First TR Exchange-Traded FDWCMI | 2.2% | $6m | 306,389 | +6% |
| Vanguard Index FDSVTV | 2.1% | $6m | 26,027 | -3% |
| Vanguard Specialized FundsVIG | 2.0% | $6m | 23,326 | -12% |
| Vanguard Index FDSVB | 2.0% | $5m | 17,950 | Held |
| Vanguard Index FDSVUG | 1.9% | $5m | 58,911 | -9% |
| DBX ETF TRDBEF | 1.8% | $5m | 88,483 | +21% |
| First TR Exchange Traded FDFICS | 1.6% | $4m | 105,914 | Held |
| Vanguard BD Index FDSBIV | 1.4% | $4m | 48,264 | +11% |
| Invesco Exch Traded FD TR IISPHD | 1.2% | $3m | 67,003 | -9% |
| Innovator Etfs TrustPMAY | 1.2% | $3m | 78,200 | +11% |
| Ishares TRIEFA | 1.1% | $3m | 32,352 | -9% |
| Innovator Etfs TrustPFEB | 1.1% | $3m | 70,185 | Held |
| Innovator Etfs TrustPSEP | 1.1% | $3m | 64,505 | -4% |
| IsharesIEMG | 1.0% | $3m | 34,652 | -10% |
| Ishares TRIWM | 1.0% | $3m | 9,108 | -10% |
| TeslaTSLA | 1.0% | $3m | 6,416 | Held |
| Innovator Etfs TrustPOCT | 1.0% | $3m | 57,959 | -15% |
| Innovator Etfs TrustPAUG | 0.9% | $3m | 56,987 | Held |
| Victory Portfolios IIUITB | 0.9% | $2m | 52,710 | +11% |
| Innovator Etfs TrustBDEC | 0.9% | $2m | 44,641 | -13% |
| Innovator Etfs TrustPDEC | 0.8% | $2m | 50,400 | -12% |
| First TR Exchange-Traded FDLMBS | 0.8% | $2m | 41,899 | +9% |
| Innovator Etfs TrustIAPR | 0.7% | $2m | 60,893 | Held |
| Innovator Etfs TrustBALT | 0.7% | $2m | 58,807 | +17% |
| Ishares TRAGG | 0.7% | $2m | 19,594 | -11% |
| First TR Exchng Traded FD VIGAUG | 0.7% | $2m | 43,286 | Held |
| Innovator Etfs TrustBMAR | 0.7% | $2m | 31,030 | +29% |
| Innovator Etfs TrustBFEB | 0.6% | $2m | 33,166 | -4% |
| Innovator Etfs TrustPMAR | 0.6% | $2m | 36,275 | +16% |
| First TR Exchng Traded FD VIGFEB | 0.6% | $2m | 37,258 | -3% |
| Innovator Etfs TrustPNOV | 0.6% | $2m | 35,603 | -13% |
| Vanguard Index FDSVTI | 0.6% | $2m | 4,267 | +22% |
| Innovator Etfs TrustPAPR | 0.5% | $1m | 34,050 | +3% |
| First TR Exchng Traded FD VIGMAR | 0.5% | $1m | 29,614 | +5% |
| NvidiaNVDA | 0.5% | $1m | 6,467 | +6% |
| First TR Exchng Traded FD VIGMAY | 0.5% | $1m | 29,910 | Held |
| Innovator Etfs TrustPJAN | 0.4% | $1m | 23,803 | -8% |
| Ishares TRIVV | 0.4% | $1m | 1,556 | +93% |
| Ishares TRTFLO | 0.4% | $1m | 22,804 | -10% |
| Costco WholesaleCOST | 0.4% | $1m | 1,227 | -14% |
| AlphabetGOOGL | 0.4% | $1m | 3,134 | +5% |
| Innovator Etfs TrustPJUL | 0.4% | $1m | 21,208 | -15% |
| AllstateALL | 0.4% | $991,258 | 4,166 | Held |
| MicrosoftMSFT | 0.4% | $984,982 | 2,640 | +3% |
| Vanguard World FDVGT | 0.4% | $984,844 | 8,240 | Held |
| Northern LTS FD TR IVBAMG | 0.3% | $870,824 | 19,232 | -2% |
| First TR Exchng Traded FD VIILDR | 0.3% | $846,515 | 21,570 | +8% |
| First TR Exchng Traded FD VIUCON | 0.3% | $831,511 | 33,420 | +13% |
| Innovator Etfs TrustBJAN | 0.3% | $826,359 | 14,037 | -3% |
| Innovator Etfs TrustBMAY | 0.3% | $781,608 | 16,507 | New |
| Ishares TRIBTH | 0.3% | $780,213 | 34,877 | -8% |
| Amazon.comAMZN | 0.3% | $776,542 | 3,258 | +19% |
| Spdr Series TrustSPYM | 0.3% | $776,268 | 8,833 | Held |
| Ishares TRIBTJ | 0.3% | $770,550 | 35,591 | -8% |
| Innovator Etfs TrustBJUN | 0.3% | $755,271 | 15,515 | +257% |
| Fidelity Merrimack STR TRFBND | 0.3% | $740,255 | 16,272 | -11% |
| Northern LTS FD TR IVBAMV | 0.3% | $726,604 | 20,663 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.3% | $719,886 | 964 | Held |
| First TR Exchng Traded FD VIFJAN | 0.3% | $695,511 | 12,625 | -10% |
| First TR Exchng Traded FD VIBUFQ | 0.3% | $695,040 | 17,699 | Held |
| Vanguard Tax-Managed FDSVEA | 0.3% | $691,212 | 9,701 | +40% |
| Northern LTS FD TR IVBAMD | 0.3% | $689,483 | 21,163 | Held |
| Innovator Etfs TrustBSEP | 0.3% | $688,971 | 13,066 | Held |
| First TR Exchng Traded FD VIDJUN | 0.2% | $682,183 | 13,843 | +198% |
| First TR Exchng Traded FD VIFSEP | 0.2% | $631,823 | 11,471 | Held |
| Vanguard MUN BD FDSVTEB | 0.2% | $631,429 | 12,484 | New |
| Innovator Etfs TrustZFEB | 0.2% | $610,491 | 23,494 | -3% |
| Keysight TechnologiesKEYS | 0.2% | $586,780 | 1,676 | Held |
| Vanguard Calif TAX Free FDSVTEC | 0.2% | $582,877 | 5,794 | New |
| Innovator Etfs TrustZOCT | 0.2% | $560,902 | 20,314 | Held |
| Innovator Etfs TrustBAUG | 0.2% | $560,754 | 10,459 | -3% |
| Ishares TRESGU | 0.2% | $555,332 | 3,393 | New |
| Innovator Etfs TrustBAPR | 0.2% | $552,200 | 10,368 | +59% |
| Ishares TRIBTI | 0.2% | $552,157 | 24,939 | -11% |
| Innovator Etfs TrustBNOV | 0.2% | $542,070 | 11,338 | -39% |
| AlphabetGOOG | 0.2% | $507,524 | 1,436 | New |
| AbbVieABBV | 0.2% | $504,049 | 2,003 | Held |
| BroadcomAVGO | 0.2% | $502,112 | 1,329 | +28% |
| First TR Exchng Traded FD VIBUFY | 0.2% | $495,899 | 21,185 | Held |
| Ishares TRCMF | 0.2% | $495,070 | 8,589 | New |
| Vanguard Scottsdale FDSVGSH | 0.2% | $493,129 | 8,473 | Held |
| First TR Exchng Traded FD VIAPXM | 0.2% | $490,927 | 15,494 | New |
| First TR Exchng Traded FD VIFFEB | 0.2% | $490,340 | 8,041 | -5% |
| First TR Exchng Traded FD VIBUFD | 0.2% | $445,355 | 14,985 | Held |
| J P Morgan Exchange Traded FHEQQ | 0.2% | $437,164 | 7,143 | New |
| J P Morgan Exchange Traded FHELO | 0.2% | $434,472 | 6,429 | New |
| IntelINTC | 0.2% | $411,173 | 2,945 | New |
| First TR Exchng Traded FD VIFDEC | 0.1% | $408,995 | 7,509 | Held |
| Applied MaterialsAMAT | 0.1% | $407,752 | 564 | -40% |
| Innovator Etfs TrustZSEP | 0.1% | $402,034 | 14,588 | Held |
| First TR Exchange-Traded FDFAI | 0.1% | $399,079 | 7,336 | +15% |
Showing the largest 100 of 165.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 56.1% since 30 June 2025.
Where the money is
Technology7.2%
Retail & consumer1.4%
Financial services0.8%
Media & telecom0.7%
Health care0.6%
Industrials0.4%
Everyday goods0.4%
Utilities0.2%
Energy0.1%
Other88.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.