Chris Bulman Inc
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 6, 2024), Chris Bulman Inc reported 391 stock positions worth $146.2 million. Its top holding was Innovator U.S. Equity Power (PJUN) at 8.1% of the portfolio, followed by Apple (AAPL, 6.8%) and FT Vest Lad Buffervetf-Usd I (BUFR, 6.5%).
- Most Recent 13F
- Q2 2026
- Location
- ROSEVILLE, CA
- CIK
- 0002032404
- Portfolio Value
- $146.2M (Q2 2024)
- SEC Filing
- 0002032404-24-000001 ↗ filed Aug 6, 2024
Holdings Value
Holdings 391 stocks · $146.2M
| PJUN Innovator U.S. Equity Power | 8.14% | 334,333 | $11.9M | — |
| AAPL Apple Inc. | 6.75% | 46,895 | $9.9M | — |
| BUFR FT Vest Lad Buffervetf-Usd I | 6.46% | 326,834 | $9.5M | — |
| VIG Vanguard Dividend Apprec ETF | 4.82% | 38,573 | $7.0M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.47% | 13,581 | $5.1M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 3.28% | 22,021 | $4.8M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.23% | 29,415 | $4.7M | — |
| AGG iShares Core U.S. Aggregate | 3.13% | 47,205 | $4.6M | — |
| QQQ Invesco QQQ Trust Series 1 | 3.10% | 9,452 | $4.5M | — |
| MOAT Vaneck Morningstar Wide Moat | 2.16% | 36,456 | $3.2M | — |
| XSEP FT Vest U.S. Equity Enhance | 2.09% | 80,940 | $3.1M | — |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | 1.96% | 132,867 | $2.9M | — |
| NOBL Proshares S&P 500 Dividend A | 1.61% | 24,434 | $2.3M | — |
| VEA Vanguard Ftse Developed ETF | 1.51% | 44,610 | $2.2M | — |
| PMAY Innovator U.S. Equity Power | 1.47% | 62,960 | $2.1M | — |
| JAAA Janus Henderson Aaa Clo ETF | 1.42% | 40,946 | $2.1M | — |
| BALT Inn Defined Wealth Shield | 1.35% | 65,910 | $2.0M | — |
| BDEC Innovator U.S. Equity Buffer | 1.30% | 45,217 | $1.9M | — |
| POCT Innovator U.S. Equity Power | 1.27% | 48,312 | $1.8M | — |
| PFEB Innovator U.S. Equity Power | 1.25% | 51,865 | $1.8M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.22% | 27,938 | $1.8M | — |
| TFLO iShares Treasury Floating Ra | 1.19% | 34,362 | $1.7M | — |
| COST Costco Wholesale Corp. | 1.06% | 1,815 | $1.5M | — |
| IAPR Innovator International Deve | 0.85% | 45,814 | $1.2M | — |
| KJUL Innovator U.S. Small Cap Pow | 0.85% | 44,730 | $1.2M | — |
| IJAN Innovator International Deve | 0.84% | 39,125 | $1.2M | — |
| PSEP Innovator U.S. Equity Power | 0.83% | 32,487 | $1.2M | — |
| NVDA Nvidia Corp. | 0.82% | 9,739 | $1.2M | — |
| GAUG FT Vest US Equity Moderate B | 0.81% | 35,243 | $1.2M | — |
| PDEC Innovator U.S. Equity Power | 0.79% | 30,616 | $1.1M | — |
| PAUG Innovator U.S. Equity Power | 0.78% | 31,303 | $1.1M | — |
| PMAR Innovator U.S. Equity Power | 0.76% | 29,268 | $1.1M | — |
| MSFT Microsoft Corp. | 0.75% | 2,470 | $1.1M | — |
| PJUL Innovator U.S. Equity Power | 0.75% | 28,130 | $1.1M | — |
| NJUL Innovator Growth 100 Power B | 0.70% | 17,277 | $1.0M | — |
| FBND Fidelity Total Bond ETF | 0.68% | 22,094 | $993K | — |
| INTU Intuit Inc. | 0.68% | 1,503 | $988K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.63% | 11,054 | $928K | — |
| PAPR Innovator U.S. Equity Power | 0.57% | 24,159 | $837K | — |
| BAMG Brookstone Growth Stock ETF | 0.52% | 24,364 | $759K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.51% | 9,224 | $739K | — |
| PNOV Innovator U.S. Equity Power | 0.49% | 19,888 | $722K | — |
| BAMD Brookstone Div Stock ETF | 0.49% | 24,781 | $718K | — |
| TSLA Tesla Inc. | 0.49% | 3,595 | $711K | — |
| BAMV Brookstone Value Stock ETF | 0.49% | 24,423 | $710K | — |
| IVV iShares Core S&P 500 ETF | 0.47% | 1,262 | $691K | — |
| ALL Allstate Corp. | 0.45% | 4,166 | $665K | — |
| BFEB Innovator U.S. Equity Buffer | 0.44% | 15,741 | $640K | — |
| VOO Vanguard S&P 500 ETF | 0.43% | 1,266 | $633K | — |
| HON Honeywell International Inc. | 0.43% | 2,921 | $624K | — |
| VGT Vanguard Info Tech ETF | 0.38% | 959 | $553K | — |
| SPYV SS SPDR P S&P 500 Value ETF | 0.38% | 11,303 | $551K | — |
| UNP Union Pacific Corp. | 0.34% | 2,211 | $500K | — |
| WCN Waste Connections Inc. | 0.34% | 2,840 | $498K | — |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.33% | 19,969 | $486K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 865 | $471K | — |
| SPLV Invesco S&P 500 Low Volatili | 0.32% | 7,218 | $469K | — |
| BAPR Innovator U.S. Equity Buffer | 0.32% | 11,181 | $464K | — |
| BKLN Invesco Senior Loan ETF | 0.31% | 21,763 | $458K | — |
| JMBS Janus Henderson Mortg Backed | 0.31% | 10,217 | $456K | — |
| PJAN Innovator U.S. Equity Power | 0.31% | 11,303 | $455K | — |
| BJUN Innovator U.S. Equity Buffer | 0.29% | 10,905 | $426K | — |
| ABBV Abbvie Inc. | 0.29% | 2,449 | $420K | — |
| UFEB Innovator U.S. Equity Ultra | 0.27% | 12,261 | $388K | — |
| UAPR Innovator U.S. Equity Ultra | 0.26% | 13,054 | $379K | — |
| NJAN Innovator Growth 100 Power B | 0.24% | 7,652 | $347K | — |
| MARM Ftvestus Max Buff ETF March | 0.23% | 11,111 | $331K | — |
| BSCP Invesco Bulletshares 2025 CB | 0.21% | 15,272 | $312K | — |
| BSCS Invesco Bulletshares 2028 CB | 0.21% | 15,591 | $311K | — |
| BSCQ Invesco Bulletshares 2026 CB | 0.21% | 16,207 | $311K | — |
| BSCR Invesco Bulletshares 2027 CB | 0.21% | 16,166 | $311K | — |
| JNJ Johnson & Johnson | 0.21% | 2,106 | $308K | — |
| SPEM State Street SP PTF Em ETF | 0.20% | 7,704 | $290K | — |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.19% | 7,958 | $279K | — |
| CMI Cummins Inc. | 0.19% | 998 | $276K | — |
| BAMA Brookstone Active ETF | 0.19% | 9,384 | $275K | — |
| WMT Walmart Inc. | 0.19% | 4,031 | $273K | — |
| BAMO Brookstone Opportunities ETF | 0.19% | 9,372 | $272K | — |
| AMZN Amazon.com Inc. | 0.18% | 1,385 | $268K | — |
| BMAR Innovator U.S. Equity Buffer | 0.18% | 6,139 | $265K | — |
| BMAY Innovator U.S. Equity Buffer | 0.18% | 6,896 | $262K | — |
| BAMY Brookstone Yield ETF | 0.17% | 9,434 | $250K | — |
| J Jacobs Solutions Inc. | 0.17% | 1,769 | $247K | — |
| LLY Eli Lilly & Co. | 0.17% | 271 | $246K | — |
| IJH iShares Core S&P Midcap ETF | 0.17% | 4,180 | $245K | — |
| META Meta Platforms Inc. Class A | 0.16% | 475 | $240K | — |
| BSCO Invesco Bulletshares 2024 CB | 0.16% | 11,295 | $238K | — |
| KEYS Keysight Technologies Inc. | 0.16% | 1,735 | $237K | — |
| XMLV Invesco S&P Midcap Low Volat | 0.16% | 4,284 | $237K | — |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.16% | 3,404 | $236K | — |
| IJR iShares Core S&P Small-Cap E | 0.16% | 2,211 | $236K | — |
| VFH Vanguard Financials ETF | 0.15% | 2,254 | $225K | — |
| XLV SS Health Care Select Sector | 0.15% | 1,478 | $215K | — |
| BAMU Brookstone Ultrashrt BND ETF | 0.14% | 8,208 | $207K | — |
| BX Blackstone Inc. | 0.13% | 1,554 | $192K | — |
| DJUN FT Vest US Equity Deep Buffe | 0.13% | 4,642 | $190K | — |
| CRM Salesforce Inc. | 0.13% | 722 | $186K | — |
| FJAN FT Vest U.S. Equity Buffer E | 0.12% | 4,096 | $178K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 433 | $176K | — |
| BAMB Brookstone Intermd Bond ETF | 0.12% | 6,689 | $172K | — |
Other holdings (1): bonds, preferreds, convertibles and warrants · $2K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 37 | $2K | — |
Lines left out (1) · $9 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| GME Gamestop Corp. Class A | CL A | 0 | $9 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $146.2M.
Portfolio Sells Q2 2024
No earlier filing to compare with.
Portfolio Buys Q2 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 165 | $273.8M | VOO, RDVY, QQQ, AAPL, AVEM |
| Q1 2026 | 150 | $228.3M | VOO, RDVY, QQQ, AAPL, BUFR |
| Q4 2025 | 149 | $226.1M | VOO, QQQ, RDVY, AAPL, BUFR |
| Q3 2025 | 142 | $199.7M | QQQ, VOO, AAPL, RDVY, BUFR |
| Q2 2025 | 120 | $175.4M | QQQ, VOO, AAPL, BUFR, PJUN |
| Q1 2025 | 121 | $158.4M | PJUN, AAPL, BUFR, QQQ, VIG |
| Q4 2024 | 123 | $156.7M | AAPL, PJUN, BUFR, QQQ, VUG |
| Q3 2024 | 113 | $146.9M | PJUN, AAPL, BUFR, VIG, QQQ |
| Q2 2024 | 391 | $146.2M | PJUN, AAPL, BUFR, VIG, VUG |