Chris Bulman Inc

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 13, 2026), Chris Bulman Inc reported 150 stock positions worth $228.3 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 7.6% of the portfolio, followed by First Trust Rising Dividend (RDVY, 6.4%) and Invesco QQQ Trust Series 1 (QQQ, 5.8%). Compared with Q4 2025, it opened 10 new positions, sold out of 9, added to 47 and reduced 80. The biggest buy was a new position in FT WCM International ETF (WCMI) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −16%).

Most Recent 13F
Q2 2026
Location
ROSEVILLE, CA
CIK
0002032404
Portfolio Value
$228.3M (Q1 2026)
SEC Filing
0002032404-26-000006 ↗ filed Apr 13, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q2 2024: $146.2M Q2 2024 Q3 2024: $146.9M Q3 2024 Q4 2024: $156.7M Q4 2024 Q1 2025: $158.4M Q1 2025 Q2 2025: $175.4M Q2 2025 Q3 2025: $199.7M Q3 2025 Q4 2025: $226.1M Q4 2025 Q1 2026: $228.3M $228.3M Q1 2026 Q2 2026: $273.8M Q2 2026

Holdings 150 stocks · $228.3M
VOO Vanguard S&P 500 ETF 7.64% 29,182 $17.4M Add +1.7%
RDVY First Trust Rising Dividend 6.44% 215,268 $14.7M Add +14.1%
QQQ Invesco QQQ Trust Series 1 5.77% 22,824 $13.2M Reduce -15.8%
AAPL Apple Inc. 5.02% 45,117 $11.5M Reduce -4.1%
BUFR FT Vest Lad Buffervetf-Usd I 3.39% 229,098 $7.7M Add +1.6%
PJUN Innovator U.S. Equity Power 2.94% 160,310 $6.7M Add +2.4%
AVEM Avantis Emerging Markets Eq 2.77% 78,557 $6.3M Add +8.2%
VIG Vanguard Dividend Apprec ETF 2.50% 26,513 $5.7M Reduce -4.8%
SDVY First Trust Smid Cap Rising 2.40% 138,692 $5.5M Add +24.2%
SCHD Schwab US DVD Equity ETF 2.40% 178,248 $5.5M Add +11.7%
VTV Vanguard Mrngstr Val ETF-Aui 2.31% 26,921 $5.3M Reduce -7.4%
WCMI FT WCM International ETF 2.11% 287,768 $4.8M New
VB Vanguard Most SM-Cap ETF-Usd 2.10% 18,281 $4.8M Reduce -2.1%
VUG Vanguard Mrngstar GR ETF-Sui 2.06% 10,767 $4.7M Reduce -5.6%
FICS FT International Dev Cap STR 1.84% 107,829 $4.2M Reduce -40.8%
SPHD Invesco S&P 500 High Dividen 1.59% 73,280 $3.6M New
DBEF Xtrackers MSCI Eafe Hedged E 1.58% 73,008 $3.6M Add +15.9%
BIV Vanguard Intermediate-Term B 1.47% 43,420 $3.4M Add +5.9%
IEFA iShares Core MSCI Eafe ETF 1.40% 35,387 $3.2M Reduce -7.1%
POCT Innovator U.S. Equity Power 1.29% 68,288 $2.9M Reduce -0.8%
PSEP Innovator U.S. Equity Power 1.27% 67,523 $2.9M Reduce -9.5%
PFEB Innovator U.S. Equity Power 1.25% 71,175 $2.9M Add +11.3%
PMAY Innovator U.S. Equity Power 1.24% 70,594 $2.8M Add +0.9%
IEMG iShares Core MSCI Emerging 1.17% 38,426 $2.7M Reduce -6.9%
IWM iShares Russell 2000 ETF 1.10% 10,124 $2.5M Reduce -8.4%
BDEC Innovator U.S. Equity Buffer 1.08% 51,423 $2.5M Add +1.6%
PAUG Innovator U.S. Equity Power 1.07% 57,414 $2.5M Reduce -11.1%
PDEC Innovator U.S. Equity Power 1.06% 56,985 $2.4M Reduce -1.2%
TSLA Tesla Inc. 1.04% 6,416 $2.4M Add +17.3%
UITB Victoryshares Core Intermedi 0.98% 47,487 $2.2M Add +5.6%
AGG iShares Core U.S. Aggregate 0.95% 21,922 $2.2M Reduce -15.2%
IAPR Innovator International Deve 0.85% 61,193 $1.9M Add +2.7%
LMBS First Trust Low Duration Opp 0.84% 38,556 $1.9M Add +6.7%
BALT Inn Defined Wealth Shield 0.74% 50,416 $1.7M Reduce -2.1%
GAUG FT Vest US Equity Moderate B 0.73% 43,175 $1.7M Add +2.8%
PNOV Innovator U.S. Equity Power 0.73% 40,818 $1.7M Reduce -3.0%
BFEB Innovator U.S. Equity Buffer 0.72% 34,488 $1.6M Add +61.4%
GFEB FT Vest US Equity Moderate B 0.69% 38,426 $1.6M Add +9.6%
COST Costco Wholesale Corp. 0.62% 1,421 $1.4M Reduce -20.4%
PMAR Innovator U.S. Equity Power 0.61% 31,313 $1.4M Add +10.5%
PAPR Innovator U.S. Equity Power 0.58% 33,073 $1.3M Add +0.1%
TFLO iShares Treasury Floating Ra 0.56% 25,273 $1.3M Reduce -8.1%
BMAR Innovator U.S. Equity Buffer 0.55% 24,104 $1.3M Add +18.4%
GMAY FT Vest U.S. Equity Moderate 0.54% 29,827 $1.2M Add +4.8%
PJAN Innovator U.S. Equity Power 0.53% 26,008 $1.2M Add +40.2%
GMAR FT Vest US Equity Moderate B 0.51% 28,113 $1.2M Add +80.0%
PJUL Innovator U.S. Equity Power 0.50% 25,051 $1.2M Reduce -10.4%
VTI VG Morningstar TS MKT ETF-US 0.49% 3,489 $1.1M Add +26.1%
NVDA Nvidia Corp. 0.46% 6,073 $1.1M Add +27.3%
MSFT Microsoft Corp. 0.41% 2,559 $947K Reduce -5.2%
ALL Allstate Corp. 0.38% 4,166 $864K No change
GOOGL Alphabet Inc. Class A 0.38% 2,980 $857K Add +14.3%
IBTH iShares Ibonds Dec 2027 Term 0.37% 38,058 $854K Reduce -10.2%
IBTJ iShares Ibonds Dec 2029 Term 0.37% 38,828 $848K Reduce -10.3%
FBND Fidelity Total Bond ETF 0.36% 18,239 $832K Reduce -12.5%
BNOV Innovator U.S. Equity Buffer 0.35% 18,726 $806K Add +0.2%
BJAN Innovator U.S. Equity Buffer 0.34% 14,477 $772K Add +239.6%
UCON First Trust Smith Unconstrai 0.32% 29,563 $732K Reduce -1.6%
VGT Vanguard Info Tech ETF 0.31% 1,030 $719K Add +3.3%
BAMG Brookstone Growth Stock ETF 0.31% 19,658 $718K Reduce -2.2%
FJAN FT Vest U.S. Equity Buffer E 0.31% 14,095 $711K Add +252.2%
BAMV Brookstone Value Stock ETF 0.30% 21,046 $684K Reduce -2.2%
SPYM Ste STR SPDR PT S&P 500 ETF 0.30% 8,832 $676K Reduce -9.2%
BAMD Brookstone Div Stock ETF 0.29% 21,518 $670K Reduce -2.3%
BSEP Innovator U.S. Equity Buffer 0.28% 13,125 $631K Reduce -34.9%
IBTI iShares Ibonds Dec 2028 Term 0.27% 28,127 $627K Reduce -12.9%
BUFQ FT VST Lad NSDQ Buf ETF-Usdi 0.27% 17,699 $625K Add +1.6%
SPY SS SPDR S&P 500 ETF Trust-US 0.27% 955 $621K Reduce -1.0%
ZFEB Inotr Eq Def PR ETF - 1 YR F 0.27% 24,303 $617K Reduce -8.6%
ILDR First Trust Innovation Leade 0.26% 20,038 $597K Reduce -11.6%
FSEP FT Vest U.S. Equity Buffer E 0.26% 11,585 $583K Reduce -0.0%
AMZN Amazon.com Inc. 0.25% 2,734 $569K Reduce -5.5%
ZOCT Inr Eqty Def P ETF - 1 Y Oc 0.24% 20,578 $550K Reduce -0.9%
IVV iShares Core S&P 500 ETF 0.23% 807 $527K Add +9.3%
BAUG Innovator U.S. Equity Buffer 0.23% 10,769 $526K Reduce -39.3%
VGSH Vanguard Short-Term Treasury 0.22% 8,473 $496K No change
KEYS Keysight Technologies Inc. 0.21% 1,690 $477K Reduce -0.4%
BUFY Ftvest Lddrdintlmod Buff ETF 0.21% 21,185 $474K Add +2.2%
FFEB FT Vest US Equity Buffer ETF 0.21% 8,463 $473K Add +39.1%
FTRI First Trust Indxx Global Nat 0.20% 26,057 $465K Add +0.1%
BOCT Innovator U.S. Equity Buffer 0.20% 9,395 $451K Reduce -31.2%
VEA Vanguard Ftse Developed ETF 0.19% 6,935 $444K Add +4.4%
XOM Exxon Mobil Corp. 0.19% 2,592 $440K Reduce -10.3%
ABBV Abbvie Inc. 0.19% 1,983 $431K Add +6.0%
JEPI JPMorgan Equity Premium Inco 0.19% 7,590 $430K Add +33.9%
BUFD FT VST Lad Deep Buf ETF-Usdi 0.18% 14,985 $420K Reduce -4.7%
ZSEP Innovator Edp ETF - 1 YR Sep 0.17% 14,457 $386K Reduce -0.3%
ZNOV Invtr Equ DE PR ETF - 1 YR N 0.17% 14,248 $378K No change
FDEC FT Vest U.S. Equity Buffer E 0.16% 7,509 $373K Reduce -5.8%
UJAN Innovator U.S. Equity Ultra 0.16% 8,614 $366K New
GLD SPDR Gold Shares 0.15% 791 $340K New
PLTR Palantir Technologies Inc. Class A 0.15% 2,271 $332K Reduce -20.9%
UOCT Innovator U.S. Equity Ultra 0.14% 8,559 $327K Reduce -4.9%
MDY State Street SPDR S&P Midcap 0.14% 524 $323K New
CAT Caterpillar Inc. 0.14% 454 $322K Reduce -13.4%
UFEB Innovator U.S. Equity Ultra 0.14% 8,847 $321K New
AVGO Broadcom Inc. 0.14% 1,035 $320K Add +8.0%
AMAT Applied Materials Inc. 0.14% 935 $320K Reduce -12.7%
MARM Ftvestus Max Buff ETF March 0.14% 9,530 $319K Reduce -5.1%
BAPR Innovator U.S. Equity Buffer 0.14% 6,505 $319K Reduce -5.3%
GNOV FT Vest US Equity Moderate B 0.13% 7,774 $303K New
JNJ Johnson & Johnson 0.13% 1,238 $303K Reduce -7.1%
HON Honeywell International Inc. 0.13% 1,327 $300K Reduce -24.0%
IJR iShares Core S&P Small-Cap E 0.13% 2,327 $289K Add +5.3%
IJH iShares Core S&P Midcap ETF 0.13% 4,238 $286K Add +1.4%
GJUN FT Vest US Equity Moderate B 0.13% 7,256 $286K Reduce -0.3%
XSEP FT Vest U.S. Equity Enhance 0.12% 6,698 $281K No change
XLI SS Industrial Select Sector 0.12% 1,721 $278K No change
VFH Vanguard Financials ETF 0.12% 2,296 $277K No change
GDEC FT Vest US Equity Moderate B 0.12% 7,432 $275K No change
WFC Wells Fargo & Co. 0.12% 3,450 $275K New
LOW Lowe's Cos Inc. 0.12% 1,156 $273K Reduce -2.2%
QMAR FT Vest Nasdaq-100 Buffer Et 0.12% 7,811 $263K Reduce -0.3%
RTX RTX Corp. 0.12% 1,361 $263K Reduce -13.7%
SPYV SS SPDR P S&P 500 Value ETF 0.11% 4,620 $261K Reduce -10.5%
META Meta Platforms Inc. Class A 0.11% 453 $259K Reduce -1.1%
RDVI FT Vest Rising Dividend Achi 0.11% 10,130 $259K Add +6.0%
BAMA Brookstone Active ETF 0.11% 7,630 $252K Reduce -2.7%
USMV iShares MSCI USA Min Vol Fac 0.11% 2,716 $252K Reduce -25.8%
ZJUL Innovator Edp ETF 1 YR July 0.11% 8,644 $251K No change
UNOV Innovator U.S. Equity Ultra 0.11% 6,597 $246K Reduce -6.4%
UDEC Innovator U.S. Equity Ultra 0.11% 6,330 $246K Reduce -6.4%
FJUN FT Vest US Equity Buff ETF-J 0.11% 4,351 $246K Reduce -1.1%
KNG FT Vest S&P 500 DVD Arst TRG 0.11% 5,008 $244K Add +6.4%
BAMO Brookstone Opportunities ETF 0.11% 7,655 $243K Reduce -2.7%
AXP American Express Co. 0.11% 802 $243K Reduce -9.3%
BAMY Brookstone Yield ETF 0.11% 8,813 $241K Reduce -2.4%
BINC iShares Flex I A ETF-Usd Inc. 0.10% 4,588 $238K Add +0.8%
FAI FT Bloomberg AI ETF 0.10% 6,355 $236K Reduce -12.2%
BJUL Innovator U.S. Equity Buffer 0.10% 4,687 $233K No change
QCJL FT NSDQ 100 CN Buff ETF-Jul 0.10% 9,723 $228K Add +2.9%
J Jacobs Solutions Inc. 0.10% 1,769 $225K No change
UNP Union Pacific Corp. 0.10% 917 $223K Reduce -3.0%
TOTL SS Doubleline TR Tact ETF 0.10% 5,553 $221K Reduce -1.1%
DJUN FT Vest US Equity Deep Buffe 0.10% 4,642 $218K No change
XLV SS Health Care Select Sector 0.10% 1,488 $218K No change
GILD Gilead Sciences Inc. 0.10% 1,563 $218K Reduce -6.8%
EIX Edison International 0.10% 2,974 $218K New
KMI Kinder Morgan Inc. 0.09% 6,376 $214K New
USB US Bancorp 0.09% 4,101 $213K Reduce -1.2%
ZDEK Inno Equ Def Pro ETF - 1 DE 0.09% 8,284 $212K No change
MCD McDonald's Corp. 0.09% 681 $212K Reduce -13.4%
AMGN Amgen Inc. 0.09% 597 $210K Reduce -12.3%
CMI Cummins Inc. 0.09% 380 $204K Reduce -27.1%
POR Portland General Electric Co. 0.09% 3,861 $204K Reduce -7.5%
BJUN Innovator U.S. Equity Buffer 0.09% 4,347 $201K Reduce -0.2%
T AT&T Inc. 0.09% 6,905 $200K Reduce -14.9%
KEY Keycorp 0.09% 9,858 $198K Reduce -2.2%
HBAN Huntington Bancshares Inc. 0.08% 11,154 $175K Reduce -2.7%
F Ford Motor Co. filed as FORD MTR CO 0.06% 11,368 $131K Reduce -19.4%

Portfolio Sells Q4 2025 → Q1 2026
QQQ Invesco QQQ Trust Series 1 Reduce -15.8% 5.77% −1.59
FICS FT International Dev Cap STR Reduce -40.8% 1.84% −1.39
AAPL Apple Inc. Reduce -4.1% 5.02% −0.64
INTU Intuit Inc. Sold out 0.00% −0.46
VUG Vanguard Mrngstar GR ETF-Sui Reduce -5.6% 2.06% −0.40
VIG Vanguard Dividend Apprec ETF Reduce -4.8% 2.50% −0.21
AGG iShares Core U.S. Aggregate Reduce -15.2% 0.95% −0.19
SPYG SS SPDR P S&P 500 Growth ETF Sold out 0.00% −0.18
PSEP Innovator U.S. Equity Power Reduce -9.5% 1.27% −0.17
BSEP Innovator U.S. Equity Buffer Reduce -34.9% 0.28% −0.16
MSFT Microsoft Corp. Reduce -5.2% 0.41% −0.16
BAUG Innovator U.S. Equity Buffer Reduce -39.3% 0.23% −0.16
PAUG Innovator U.S. Equity Power Reduce -11.1% 1.07% −0.16
VTV Vanguard Mrngstr Val ETF-Aui Reduce -7.4% 2.31% −0.14
USEP Innovator U.S. Equity Ultra Sold out 0.00% −0.12
UAUG Innovator U.S. Equity Ultra Sold out 0.00% −0.12
LLY Eli Lilly & Co. Sold out 0.00% −0.12
IEFA iShares Core MSCI Eafe ETF Reduce -7.1% 1.40% −0.10
IWM iShares Russell 2000 ETF Reduce -8.4% 1.10% −0.10
BOCT Innovator U.S. Equity Buffer Reduce -31.2% 0.20% −0.10
LVS Las Vegas Sands Corp. Sold out 0.00% −0.10
PANW Palo Alto Networks Inc. Sold out 0.00% −0.10
TFC Truist Financial Corp. Sold out 0.00% −0.09
ARKQ ARK Autonomous Tech & Robot Sold out 0.00% −0.09
PLTR Palantir Technologies Inc. Class A Reduce -20.9% 0.15% −0.08
PJUL Innovator U.S. Equity Power Reduce -10.4% 0.50% −0.07
ILDR First Trust Innovation Leade Reduce -11.6% 0.26% −0.07
COST Costco Wholesale Corp. Reduce -20.4% 0.62% −0.06
FBND Fidelity Total Bond ETF Reduce -12.5% 0.36% −0.06
IEMG iShares Core MSCI Emerging Reduce -6.9% 1.17% −0.05
TFLO iShares Treasury Floating Ra Reduce -8.1% 0.56% −0.05
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -9.2% 0.30% −0.05
IBTJ iShares Ibonds Dec 2029 Term Reduce -10.3% 0.37% −0.05
POCT Innovator U.S. Equity Power Reduce -0.8% 1.29% −0.05
IBTH iShares Ibonds Dec 2027 Term Reduce -10.2% 0.37% −0.05
PNOV Innovator U.S. Equity Power Reduce -3.0% 0.73% −0.05
PDEC Innovator U.S. Equity Power Reduce -1.2% 1.06% −0.05
AMZN Amazon.com Inc. Reduce -5.5% 0.25% −0.05
IBTI iShares Ibonds Dec 2028 Term Reduce -12.9% 0.27% −0.04
BAMG Brookstone Growth Stock ETF Reduce -2.2% 0.31% −0.04
USMV iShares MSCI USA Min Vol Fac Reduce -25.8% 0.11% −0.04
AXP American Express Co. Reduce -9.3% 0.11% −0.04
VB Vanguard Most SM-Cap ETF-Usd Reduce -2.1% 2.10% −0.03
ZFEB Inotr Eq Def PR ETF - 1 YR F Reduce -8.6% 0.27% −0.03
CMI Cummins Inc. Reduce -27.1% 0.09% −0.03
FAI FT Bloomberg AI ETF Reduce -12.2% 0.10% −0.03
F Ford Motor Co. Reduce -19.4% 0.06% −0.02
BALT Inn Defined Wealth Shield Reduce -2.1% 0.74% −0.02
META Meta Platforms Inc. Class A Reduce -1.1% 0.11% −0.02
HON Honeywell International Inc. Reduce -24.0% 0.13% −0.02

Portfolio Buys Q4 2025 → Q1 2026
WCMI FT WCM International ETF New 2.11% +2.11
SPHD Invesco S&P 500 High Dividen New 1.59% +1.59
RDVY First Trust Rising Dividend Add +14.1% 6.44% +0.64
SDVY First Trust Smid Cap Rising Add +24.2% 2.40% +0.50
SCHD Schwab US DVD Equity ETF Add +11.7% 2.40% +0.46
AVEM Avantis Emerging Markets Eq Add +8.2% 2.77% +0.30
BFEB Innovator U.S. Equity Buffer Add +61.4% 0.72% +0.26
DBEF Xtrackers MSCI Eafe Hedged E Add +15.9% 1.58% +0.24
BJAN Innovator U.S. Equity Buffer Add +239.6% 0.34% +0.23
GMAR FT Vest US Equity Moderate B Add +80.0% 0.51% +0.23
FJAN FT Vest U.S. Equity Buffer E Add +252.2% 0.31% +0.22
UJAN Innovator U.S. Equity Ultra New 0.16% +0.16
GLD SPDR Gold Shares New 0.15% +0.15
MDY State Street SPDR S&P Midcap New 0.14% +0.14
UFEB Innovator U.S. Equity Ultra New 0.14% +0.14
PJAN Innovator U.S. Equity Power Add +40.2% 0.53% +0.14
GNOV FT Vest US Equity Moderate B New 0.13% +0.13
WFC Wells Fargo & Co. New 0.12% +0.12
PFEB Innovator U.S. Equity Power Add +11.3% 1.25% +0.10
EIX Edison International New 0.10% +0.10
KMI Kinder Morgan Inc. New 0.09% +0.09
VTI VG Morningstar TS MKT ETF-US Add +26.1% 0.49% +0.08
BMAR Innovator U.S. Equity Buffer Add +18.4% 0.55% +0.08
NVDA Nvidia Corp. Add +27.3% 0.46% +0.07
BIV Vanguard Intermediate-Term B Add +5.9% 1.47% +0.06
FFEB FT Vest US Equity Buffer ETF Add +39.1% 0.21% +0.05
PMAR Innovator U.S. Equity Power Add +10.5% 0.61% +0.05
GFEB FT Vest US Equity Moderate B Add +9.6% 0.69% +0.05
JEPI JPMorgan Equity Premium Inco Add +33.9% 0.19% +0.04
LMBS First Trust Low Duration Opp Add +6.7% 0.84% +0.04
PJUN Innovator U.S. Equity Power Add +2.4% 2.94% +0.04
UITB Victoryshares Core Intermedi Add +5.6% 0.98% +0.04
IAPR Innovator International Deve Add +2.7% 0.85% +0.04
FTRI First Trust Indxx Global Nat Add +0.1% 0.20% +0.02
GMAY FT Vest U.S. Equity Moderate Add +4.8% 0.54% +0.02
GOOGL Alphabet Inc. Class A Add +14.3% 0.38% +0.01
VEA Vanguard Ftse Developed ETF Add +4.4% 0.19% +0.01
PMAY Innovator U.S. Equity Power Add +0.9% 1.24% +0.01
IJR iShares Core S&P Small-Cap E Add +5.3% 0.13% +0.01
IVV iShares Core S&P 500 ETF Add +9.3% 0.23% +0.01
PAPR Innovator U.S. Equity Power Add +0.1% 0.58% +0.01
KNG FT Vest S&P 500 DVD Arst TRG Add +6.4% 0.11% +0.00
BUFY Ftvest Lddrdintlmod Buff ETF Add +2.2% 0.21% +0.00
IJH iShares Core S&P Midcap ETF Add +1.4% 0.13% +0.00
GAUG FT Vest US Equity Moderate B Add +2.8% 0.73% +0.00
RDVI FT Vest Rising Dividend Achi Add +6.0% 0.11% +0.00
QCJL FT NSDQ 100 CN Buff ETF-Jul Add +2.9% 0.10% +0.00
ABBV Abbvie Inc. Add +6.0% 0.19% 0.00
BINC iShares Flex I A ETF-Usd Inc. Add +0.8% 0.10% −0.00
BUFQ FT VST Lad NSDQ Buf ETF-Usdi Add +1.6% 0.27% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 165$273.8MVOO, RDVY, QQQ, AAPL, AVEM
Q1 2026 150$228.3MVOO, RDVY, QQQ, AAPL, BUFR
Q4 2025 149$226.1MVOO, QQQ, RDVY, AAPL, BUFR
Q3 2025 142$199.7MQQQ, VOO, AAPL, RDVY, BUFR
Q2 2025 120$175.4MQQQ, VOO, AAPL, BUFR, PJUN
Q1 2025 121$158.4MPJUN, AAPL, BUFR, QQQ, VIG
Q4 2024 123$156.7MAAPL, PJUN, BUFR, QQQ, VUG
Q3 2024 113$146.9MPJUN, AAPL, BUFR, VIG, QQQ
Q2 2024 391$146.2MPJUN, AAPL, BUFR, VIG, VUG