Chris Bulman Inc

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 22, 2026), Chris Bulman Inc reported 165 stock positions worth $273.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 8.9% of the portfolio, followed by First Trust Rising Dividend (RDVY, 6.9%) and Invesco QQQ Trust Series 1 (QQQ, 6.8%). Compared with Q1 2026, it opened 31 new positions, sold out of 16, added to 54 and reduced 61. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +21%) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −12%).

Most Recent 13F
Q2 2026
Location
ROSEVILLE, CA
CIK
0002032404
Portfolio Value
$273.8M (Q2 2026)
SEC Filing
0002032404-26-000008 ↗ filed Jul 22, 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 Q1 2026 Q2 2026: $273.8M $273.8M Q2 2026

Holdings 165 stocks · $273.8M
VOO Vanguard S&P 500 ETF 8.86% 35,322 $24.3M Add +21.0%
RDVY First Trust Rising Dividend 6.92% 233,836 $19.0M Add +8.6%
QQQ Invesco QQQ Trust Series 1 6.85% 25,466 $18.8M Add +11.6%
AAPL Apple Inc. 5.23% 49,519 $14.3M Add +9.8%
AVEM Avantis Emerging Markets Eq 3.24% 91,934 $8.9M Add +17.0%
BUFR FT Vest Lad Buffervetf-Usd I 3.03% 226,813 $8.3M Reduce -1.0%
PJUN Innovator U.S. Equity Power 2.84% 180,016 $7.8M Add +12.3%
SDVY First Trust Smid Cap Rising 2.68% 169,980 $7.3M Add +22.6%
SCHD Schwab US DVD Equity ETF 2.48% 214,147 $6.8M Add +20.1%
WCMI FT WCM International ETF 2.19% 306,389 $6.0M Add +6.5%
VTV Vanguard Mrngstr Val ETF-Aui 2.07% 26,027 $5.7M Reduce -3.3%
VIG Vanguard Dividend Apprec ETF 2.02% 23,326 $5.5M Reduce -12.0%
VB Vanguard Most SM-Cap ETF-Usd 1.99% 17,950 $5.4M Reduce -1.8%
VUG Vanguard Mrngstar GR ETF-Sui 1.85% 58,911 $5.1M Reduce -8.8%
DBEF Xtrackers MSCI Eafe Hedged E 1.77% 88,483 $4.8M Add +21.2%
FICS FT International Dev Cap STR 1.62% 105,914 $4.4M Reduce -1.8%
BIV Vanguard Intermediate-Term B 1.35% 48,264 $3.7M Add +11.2%
SPHD Invesco S&P 500 High Dividen 1.24% 67,003 $3.4M Reduce -8.6%
PMAY Innovator U.S. Equity Power 1.18% 78,200 $3.2M Add +10.8%
IEFA iShares Core MSCI Eafe ETF 1.14% 32,352 $3.1M Reduce -8.6%
PFEB Innovator U.S. Equity Power 1.10% 70,185 $3.0M Reduce -1.4%
PSEP Innovator U.S. Equity Power 1.08% 64,505 $3.0M Reduce -4.5%
IEMG iShares Core MSCI Emerging 1.05% 34,652 $2.9M Reduce -9.8%
IWM iShares Russell 2000 ETF 1.00% 9,108 $2.7M Reduce -10.0%
TSLA Tesla Inc. 0.99% 6,416 $2.7M No change
POCT Innovator U.S. Equity Power 0.98% 57,959 $2.7M Reduce -15.1%
PAUG Innovator U.S. Equity Power 0.95% 56,987 $2.6M Reduce -0.7%
UITB Victoryshares Core Intermedi 0.90% 52,710 $2.5M Add +11.0%
BDEC Innovator U.S. Equity Buffer 0.87% 44,641 $2.4M Reduce -13.2%
PDEC Innovator U.S. Equity Power 0.84% 50,400 $2.3M Reduce -11.6%
LMBS First Trust Low Duration Opp 0.76% 41,899 $2.1M Add +8.7%
IAPR Innovator International Deve 0.74% 60,893 $2.0M Reduce -0.5%
BALT Inn Defined Wealth Shield 0.74% 58,807 $2.0M Add +16.6%
AGG iShares Core U.S. Aggregate 0.71% 19,594 $1.9M Reduce -10.6%
GAUG FT Vest US Equity Moderate B 0.65% 43,286 $1.8M Add +0.3%
BMAR Innovator U.S. Equity Buffer 0.65% 31,030 $1.8M Add +28.7%
BFEB Innovator U.S. Equity Buffer 0.64% 33,166 $1.7M Reduce -3.8%
PMAR Innovator U.S. Equity Power 0.63% 36,275 $1.7M Add +15.8%
GFEB FT Vest US Equity Moderate B 0.60% 37,258 $1.6M Reduce -3.0%
PNOV Innovator U.S. Equity Power 0.58% 35,603 $1.6M Reduce -12.8%
VTI VG Morningstar TS MKT ETF-US 0.58% 4,267 $1.6M Add +22.3%
PAPR Innovator U.S. Equity Power 0.52% 34,050 $1.4M Add +3.0%
GMAR FT Vest US Equity Moderate B 0.48% 29,614 $1.3M Add +5.3%
NVDA Nvidia Corp. 0.47% 6,467 $1.3M Add +6.5%
GMAY FT Vest U.S. Equity Moderate 0.47% 29,910 $1.3M Add +0.3%
PJAN Innovator U.S. Equity Power 0.43% 23,803 $1.2M Reduce -8.5%
IVV iShares Core S&P 500 ETF 0.43% 1,556 $1.2M Add +92.8%
TFLO iShares Treasury Floating Ra 0.42% 22,804 $1.2M Reduce -9.8%
COST Costco Wholesale Corp. 0.42% 1,227 $1.1M Reduce -13.7%
GOOGL Alphabet Inc. Class A 0.41% 3,134 $1.1M Add +5.2%
PJUL Innovator U.S. Equity Power 0.38% 21,208 $1.0M Reduce -15.3%
ALL Allstate Corp. 0.36% 4,166 $991K No change
MSFT Microsoft Corp. 0.36% 2,640 $985K Add +3.2%
VGT Vanguard Info Tech ETF 0.36% 8,240 $985K No change
BAMG Brookstone Growth Stock ETF 0.32% 19,232 $871K Reduce -2.2%
ILDR First Trust Innovation Leade 0.31% 21,570 $847K Add +7.7%
UCON First Trust Smith Unconstrai 0.30% 33,420 $832K Add +13.1%
BJAN Innovator U.S. Equity Buffer 0.30% 14,037 $826K Reduce -3.0%
BMAY Innovator U.S. Equity Buffer 0.29% 16,507 $782K New
IBTH iShares Ibonds Dec 2027 Term 0.28% 34,877 $780K Reduce -8.4%
AMZN Amazon.com Inc. 0.28% 3,258 $777K Add +19.2%
SPYM Ste STR SPDR PT S&P 500 ETF 0.28% 8,833 $776K Add +0.0%
IBTJ iShares Ibonds Dec 2029 Term 0.28% 35,591 $771K Reduce -8.3%
BJUN Innovator U.S. Equity Buffer 0.28% 15,515 $755K Add +256.9%
FBND Fidelity Total Bond ETF 0.27% 16,272 $740K Reduce -10.8%
BAMV Brookstone Value Stock ETF 0.27% 20,663 $727K Reduce -1.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.26% 964 $720K Add +0.9%
FJAN FT Vest U.S. Equity Buffer E 0.25% 12,625 $696K Reduce -10.4%
BUFQ FT VST Lad NSDQ Buf ETF-Usdi 0.25% 17,699 $695K No change
VEA Vanguard Ftse Developed ETF 0.25% 9,701 $691K Add +39.9%
BAMD Brookstone Div Stock ETF 0.25% 21,163 $689K Reduce -1.6%
BSEP Innovator U.S. Equity Buffer 0.25% 13,066 $689K Reduce -0.5%
DJUN FT Vest US Equity Deep Buffe 0.25% 13,843 $682K Add +198.2%
FSEP FT Vest U.S. Equity Buffer E 0.23% 11,471 $632K Reduce -1.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.23% 12,484 $631K New
ZFEB Inotr Eq Def PR ETF - 1 YR F 0.22% 23,494 $610K Reduce -3.3%
KEYS Keysight Technologies Inc. 0.21% 1,676 $587K Reduce -0.8%
VTEC Vanguard Ca Tax-Ex Bond 0.21% 5,794 $583K New
ZOCT Inr Eqty Def P ETF - 1 Y Oc 0.20% 20,314 $561K Reduce -1.3%
BAUG Innovator U.S. Equity Buffer 0.20% 10,459 $561K Reduce -2.9%
ESGU iShares ESG Aware MSCI USA 0.20% 3,393 $555K New
BAPR Innovator U.S. Equity Buffer 0.20% 10,368 $552K Add +59.4%
IBTI iShares Ibonds Dec 2028 Term 0.20% 24,939 $552K Reduce -11.3%
BNOV Innovator U.S. Equity Buffer 0.20% 11,338 $542K Reduce -39.5%
GOOG Alphabet Inc. Class C 0.19% 1,436 $508K New
ABBV Abbvie Inc. 0.18% 2,003 $504K Add +1.0%
AVGO Broadcom Inc. 0.18% 1,329 $502K Add +28.4%
BUFY Ftvest Lddrdintlmod Buff ETF 0.18% 21,185 $496K No change
CMF iShares California Muni Bond 0.18% 8,589 $495K New
VGSH Vanguard Short-Term Treasury 0.18% 8,473 $493K No change
APXM FT Vest US Eq Max Buf Apr 0.18% 15,494 $491K New
FFEB FT Vest US Equity Buffer ETF 0.18% 8,041 $490K Reduce -5.0%
BUFD FT VST Lad Deep Buf ETF-Usdi 0.16% 14,985 $445K No change
HEQQ JPM Hed Laddered Overlay ETF filed as J P MORGAN EXCHANGE TRADED F 0.16% 7,143 $437K New
HELO JPMorgan Hedged Equity ETF 0.16% 6,429 $434K New
INTC Intel Corp. 0.15% 2,945 $411K New
FDEC FT Vest U.S. Equity Buffer E 0.15% 7,509 $409K No change
AMAT Applied Materials Inc. 0.15% 564 $408K Reduce -39.7%
ZSEP Innovator Edp ETF - 1 YR Sep 0.15% 14,588 $402K Add +0.9%
FAI FT Bloomberg AI ETF 0.15% 7,336 $399K Add +15.4%
FTRI First Trust Indxx Global Nat 0.13% 23,257 $369K Reduce -10.8%
MDY State Street SPDR S&P Midcap 0.13% 524 $369K No change
UJAN Innovator U.S. Equity Ultra 0.13% 8,081 $366K Reduce -6.2%
WFC Wells Fargo & Co. 0.13% 4,390 $363K Add +27.3%
SUB iShares Short-Term National 0.13% 3,370 $359K New
LLY Eli Lilly & Co. 0.13% 294 $353K New
FMAY FT Vest US Equity Buffer ETF 0.13% 6,210 $349K New
ZNOV Invtr Equ DE PR ETF - 1 YR N 0.13% 12,705 $349K Reduce -10.8%
IJR iShares Core S&P Small-Cap E 0.13% 2,327 $345K No change
JNJ Johnson & Johnson 0.13% 1,353 $344K Add +9.3%
MUB iShares National Muni Bond E 0.12% 3,125 $336K New
IJH iShares Core S&P Midcap ETF 0.12% 4,238 $327K No change
GNOV FT Vest US Equity Moderate B 0.12% 7,774 $325K No change
ZDEK Inno Equ Def Pro ETF - 1 DE 0.12% 12,155 $321K Add +46.7%
MARM Ftvestus Max Buff ETF March 0.12% 9,382 $320K Reduce -1.6%
UFEB Innovator U.S. Equity Ultra 0.12% 8,275 $320K Reduce -6.5%
BJUL Innovator U.S. Equity Buffer 0.12% 5,875 $319K Add +25.4%
XLI SS Industrial Select Sector 0.12% 1,721 $319K No change
META Meta Platforms Inc. Class A 0.11% 555 $313K Add +22.5%
EIX Edison International 0.11% 4,140 $308K Add +39.2%
DELL Dell Technologies -C 0.11% 709 $306K New
VFH Vanguard Financials ETF 0.11% 2,296 $302K No change
LRCX Lam Research Corp. 0.11% 695 $301K New
JEPI JPMorgan Equity Premium Inco 0.11% 5,329 $301K Reduce -29.8%
RDVI FT Vest Rising Dividend Achi 0.11% 10,147 $298K Add +0.2%
GLD SPDR Gold Shares 0.11% 805 $297K Add +1.8%
GDEC FT Vest US Equity Moderate B 0.11% 7,432 $296K No change
ZAPR Intr Eqt Def Pro ETF - 1 Y A 0.11% 11,074 $295K New
ACYN FT Lad Autocall Bar Inc. ETF 0.11% 14,049 $292K New
QMAR FT Vest Nasdaq-100 Buffer Et 0.11% 7,781 $290K Reduce -0.4%
PLTR Palantir Technologies Inc. Class A 0.10% 2,457 $287K Add +8.2%
ES Eversource Energy 0.10% 3,951 $286K New
XSEP FT Vest U.S. Equity Enhance 0.10% 6,393 $284K Reduce -4.5%
SPYV SS SPDR P S&P 500 Value ETF 0.10% 4,621 $281K Add +0.0%
JPM JPMorgan Chase & Co. 0.10% 849 $278K New
FJUN FT Vest US Equity Buff ETF-J 0.10% 4,627 $277K Add +6.3%
BAMA Brookstone Active ETF 0.10% 7,468 $274K Reduce -2.1%
CMI Cummins Inc. 0.10% 378 $269K Reduce -0.5%
BX Blackstone Inc. 0.10% 2,257 $265K New
UNP Union Pacific Corp. 0.10% 971 $264K Add +5.9%
BAMO Brookstone Opportunities ETF 0.09% 7,497 $259K Reduce -2.1%
KNG FT Vest S&P 500 DVD Arst TRG 0.09% 5,017 $253K Add +0.2%
GAPR FT Vest US Equity Moderate B 0.09% 5,851 $244K New
QCJL FT NSDQ 100 CN Buff ETF-Jul 0.09% 9,723 $244K No change
GILD Gilead Sciences Inc. 0.09% 1,923 $243K Add +23.0%
UMAR Innovator U.S. Equity Ultra 0.09% 5,680 $240K New
UMAY Innovator U.S. Equity Ultra 0.09% 6,310 $240K New
USMV iShares MSCI USA Min Vol Fac 0.09% 2,484 $240K Reduce -8.5%
UJUN Innovator U.S. Equity Ultra 0.09% 6,214 $239K New
BAMY Brookstone Yield ETF 0.09% 8,651 $238K Reduce -1.8%
AMGN Amgen Inc. 0.09% 656 $238K Add +9.9%
XLV SS Health Care Select Sector 0.09% 1,488 $236K No change
ARKQ ARK Autonomous Tech & Robot 0.09% 1,772 $234K New
CAT Caterpillar Inc. 0.08% 217 $231K Reduce -52.2%
BINC iShares Flex I A ETF-Usd Inc. 0.08% 4,269 $223K Reduce -7.0%
J Jacobs Solutions Inc. 0.08% 1,769 $223K No change
BAC Bank of America Corp. 0.08% 3,905 $223K New
LOW Lowe's Cos Inc. 0.08% 1,006 $222K Reduce -13.0%
TOTL SS Doubleline TR Tact ETF 0.08% 5,553 $219K No change
XOM Exxon Mobil Corp. 0.08% 1,580 $216K Reduce -39.0%
GJUN FT Vest US Equity Moderate B 0.08% 5,091 $210K Reduce -29.8%
AMD Advanced Micro Devices 0.08% 359 $209K New
SPDW Ste STR SPDR PT DW Eu ETF 0.07% 4,065 $205K New
SPEM State Street SP PTF Em ETF 0.07% 3,952 $205K New
PAYX Paychex Inc. 0.07% 2,051 $202K New

Portfolio Sells Q1 2026 → Q2 2026
VIG Vanguard Dividend Apprec ETF Reduce -12.0% 2.02% −0.48
BUFR FT Vest Lad Buffervetf-Usd I Reduce -1.0% 3.03% −0.36
SPHD Invesco S&P 500 High Dividen Reduce -8.6% 1.24% −0.35
POCT Innovator U.S. Equity Power Reduce -15.1% 0.98% −0.31
IEFA iShares Core MSCI Eafe ETF Reduce -8.6% 1.14% −0.26
AGG iShares Core U.S. Aggregate Reduce -10.6% 0.71% −0.24
VTV Vanguard Mrngstr Val ETF-Aui Reduce -3.3% 2.07% −0.24
FICS FT International Dev Cap STR Reduce -1.8% 1.62% −0.23
PDEC Innovator U.S. Equity Power Reduce -11.6% 0.84% −0.22
BDEC Innovator U.S. Equity Buffer Reduce -13.2% 0.87% −0.21
VUG Vanguard Mrngstar GR ETF-Sui Reduce -8.8% 1.85% −0.21
COST Costco Wholesale Corp. Reduce -13.7% 0.42% −0.20
BOCT Innovator U.S. Equity Buffer Sold out 0.00% −0.20
PSEP Innovator U.S. Equity Power Reduce -4.5% 1.08% −0.19
BNOV Innovator U.S. Equity Buffer Reduce -39.5% 0.20% −0.15
PNOV Innovator U.S. Equity Power Reduce -12.8% 0.58% −0.15
PFEB Innovator U.S. Equity Power Reduce -1.4% 1.10% −0.15
UOCT Innovator U.S. Equity Ultra Sold out 0.00% −0.14
TFLO iShares Treasury Floating Ra Reduce -9.8% 0.42% −0.14
HON Honeywell International Inc. Sold out 0.00% −0.13
PJUL Innovator U.S. Equity Power Reduce -15.3% 0.38% −0.13
IEMG iShares Core MSCI Emerging Reduce -9.8% 1.05% −0.13
PAUG Innovator U.S. Equity Power Reduce -0.7% 0.95% −0.12
RTX RTX Corp. Sold out 0.00% −0.12
XOM Exxon Mobil Corp. Reduce -39.0% 0.08% −0.11
IAPR Innovator International Deve Reduce -0.5% 0.74% −0.11
ZJUL Innovator Edp ETF 1 YR July Sold out 0.00% −0.11
VB Vanguard Most SM-Cap ETF-Usd Reduce -1.8% 1.99% −0.11
UDEC Innovator U.S. Equity Ultra Sold out 0.00% −0.11
UNOV Innovator U.S. Equity Ultra Sold out 0.00% −0.11
AXP American Express Co. Sold out 0.00% −0.11
IWM iShares Russell 2000 ETF Reduce -10.0% 1.00% −0.10
PJAN Innovator U.S. Equity Power Reduce -8.5% 0.43% −0.10
FBND Fidelity Total Bond ETF Reduce -10.8% 0.27% −0.09
KMI Kinder Morgan Inc. Sold out 0.00% −0.09
USB US Bancorp Sold out 0.00% −0.09
MCD McDonald's Corp. Sold out 0.00% −0.09
GFEB FT Vest US Equity Moderate B Reduce -3.0% 0.60% −0.09
IBTJ iShares Ibonds Dec 2029 Term Reduce -8.3% 0.28% −0.09
POR Portland General Electric Co. Sold out 0.00% −0.09
IBTH iShares Ibonds Dec 2027 Term Reduce -8.4% 0.28% −0.09
T AT&T Inc. Sold out 0.00% −0.09
KEY Keycorp Sold out 0.00% −0.09
BFEB Innovator U.S. Equity Buffer Reduce -3.8% 0.64% −0.08
JEPI JPMorgan Equity Premium Inco Reduce -29.8% 0.11% −0.08
HBAN Huntington Bancshares Inc. Sold out 0.00% −0.08
IBTI iShares Ibonds Dec 2028 Term Reduce -11.3% 0.20% −0.07
FTRI First Trust Indxx Global Nat Reduce -10.8% 0.13% −0.07
F Ford Motor Co. Sold out 0.00% −0.06
FJAN FT Vest U.S. Equity Buffer E Reduce -10.4% 0.25% −0.06

Portfolio Buys Q1 2026 → Q2 2026
VOO Vanguard S&P 500 ETF Add +21.0% 8.86% +1.22
QQQ Invesco QQQ Trust Series 1 Add +11.6% 6.85% +1.08
RDVY First Trust Rising Dividend Add +8.6% 6.92% +0.48
AVEM Avantis Emerging Markets Eq Add +17.0% 3.24% +0.47
BMAY Innovator U.S. Equity Buffer New 0.29% +0.29
SDVY First Trust Smid Cap Rising Add +22.6% 2.68% +0.28
VTEB Vanguard Tax-Exempt Bond ETF New 0.23% +0.23
AAPL Apple Inc. Add +9.8% 5.23% +0.22
VTEC Vanguard Ca Tax-Ex Bond New 0.21% +0.21
ESGU iShares ESG Aware MSCI USA New 0.20% +0.20
IVV iShares Core S&P 500 ETF Add +92.8% 0.43% +0.19
BJUN Innovator U.S. Equity Buffer Add +256.9% 0.28% +0.19
DBEF Xtrackers MSCI Eafe Hedged E Add +21.2% 1.77% +0.19
GOOG Alphabet Inc. Class C New 0.19% +0.19
CMF iShares California Muni Bond New 0.18% +0.18
APXM FT Vest US Eq Max Buf Apr New 0.18% +0.18
HEQQ JPM Hed Laddered Overlay ETF New 0.16% +0.16
HELO JPMorgan Hedged Equity ETF New 0.16% +0.16
DJUN FT Vest US Equity Deep Buffe Add +198.2% 0.25% +0.15
INTC Intel Corp. New 0.15% +0.15
SUB iShares Short-Term National New 0.13% +0.13
LLY Eli Lilly & Co. New 0.13% +0.13
FMAY FT Vest US Equity Buffer ETF New 0.13% +0.13
MUB iShares National Muni Bond E New 0.12% +0.12
DELL Dell Technologies -C New 0.11% +0.11
LRCX Lam Research Corp. New 0.11% +0.11
ZAPR Intr Eqt Def Pro ETF - 1 Y A New 0.11% +0.11
ACYN FT Lad Autocall Bar Inc. ETF New 0.11% +0.11
ES Eversource Energy New 0.10% +0.10
JPM JPMorgan Chase & Co. New 0.10% +0.10
BMAR Innovator U.S. Equity Buffer Add +28.7% 0.65% +0.10
BX Blackstone Inc. New 0.10% +0.10
GAPR FT Vest US Equity Moderate B New 0.09% +0.09
UMAY Innovator U.S. Equity Ultra New 0.09% +0.09
UMAR Innovator U.S. Equity Ultra New 0.09% +0.09
UJUN Innovator U.S. Equity Ultra New 0.09% +0.09
VTI VG Morningstar TS MKT ETF-US Add +22.3% 0.58% +0.09
ARKQ ARK Autonomous Tech & Robot New 0.09% +0.09
SCHD Schwab US DVD Equity ETF Add +20.1% 2.48% +0.08
BAC Bank of America Corp. New 0.08% +0.08
AMD Advanced Micro Devices New 0.08% +0.08
WCMI FT WCM International ETF Add +6.5% 2.19% +0.08
SPDW Ste STR SPDR PT DW Eu ETF New 0.07% +0.07
SPEM State Street SP PTF Em ETF New 0.07% +0.07
PAYX Paychex Inc. New 0.07% +0.07
BAPR Innovator U.S. Equity Buffer Add +59.4% 0.20% +0.06
VEA Vanguard Ftse Developed ETF Add +39.9% 0.25% +0.06
ILDR First Trust Innovation Leade Add +7.7% 0.31% +0.05
AVGO Broadcom Inc. Add +28.4% 0.18% +0.04
FAI FT Bloomberg AI ETF Add +15.4% 0.15% +0.04

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