Chris Bulman Inc
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 22, 2024), Chris Bulman Inc reported 113 stock positions worth $146.9 million. Its top holding was Innovator U.S. Equity Power (PJUN) at 8.0% of the portfolio, followed by Apple (AAPL, 7.4%) and FT Vest Lad Buffervetf-Usd I (BUFR, 5.9%). Compared with Q2 2024, it opened 13 new positions, sold out of 291, added to 41 and reduced 50. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +25%) and the biggest sale FT Vest Lad Buffervetf-Usd I (BUFR, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- ROSEVILLE, CA
- CIK
- 0002032404
- Portfolio Value
- $146.9M (Q3 2024)
- SEC Filing
- 0002032404-24-000003 ↗ filed Oct 22, 2024
Holdings Value
Holdings 113 stocks · $146.9M
| PJUN Innovator U.S. Equity Power | 8.00% | 318,565 | $11.7M | Reduce -4.7% |
| AAPL Apple Inc. | 7.40% | 46,646 | $10.9M | Reduce -0.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 5.86% | 288,220 | $8.6M | Reduce -11.8% |
| VIG Vanguard Dividend Apprec ETF | 4.92% | 36,491 | $7.2M | Reduce -5.4% |
| QQQ Invesco QQQ Trust Series 1 | 3.93% | 11,831 | $5.8M | Add +25.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.88% | 14,864 | $5.7M | Add +9.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.86% | 32,448 | $5.7M | Add +10.3% |
| AGG iShares Core U.S. Aggregate | 3.54% | 51,411 | $5.2M | Add +8.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 3.02% | 18,720 | $4.4M | Reduce -15.0% |
| MOAT Vaneck Morningstar Wide Moat | 2.58% | 39,158 | $3.8M | Add +7.4% |
| XSEP FT Vest U.S. Equity Enhance | 2.08% | 79,684 | $3.1M | Reduce -1.6% |
| NOBL Proshares S&P 500 Dividend A | 2.01% | 27,688 | $3.0M | Add +13.3% |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | 1.73% | 111,117 | $2.5M | Reduce -16.4% |
| VEA Vanguard Ftse Developed ETF | 1.70% | 47,417 | $2.5M | Add +6.3% |
| PSEP Innovator U.S. Equity Power | 1.52% | 57,860 | $2.2M | Add +78.1% |
| BALT Inn Defined Wealth Shield | 1.48% | 70,608 | $2.2M | Add +7.1% |
| PAUG Innovator U.S. Equity Power | 1.44% | 55,747 | $2.1M | Add +78.1% |
| JAAA Janus Henderson Aaa Clo ETF | 1.36% | 39,260 | $2.0M | Reduce -4.1% |
| TFLO iShares Treasury Floating Ra | 1.34% | 38,971 | $2.0M | Add +13.4% |
| BDEC Innovator U.S. Equity Buffer | 1.28% | 43,632 | $1.9M | Reduce -3.5% |
| PMAY Innovator U.S. Equity Power | 1.28% | 53,204 | $1.9M | Reduce -15.5% |
| VOO Vanguard S&P 500 ETF | 1.20% | 3,329 | $1.8M | Add +162.9% |
| POCT Innovator U.S. Equity Power | 1.11% | 41,976 | $1.6M | Reduce -13.1% |
| COST Costco Wholesale Corp. | 1.10% | 1,829 | $1.6M | Add +0.8% |
| PFEB Innovator U.S. Equity Power | 1.06% | 43,284 | $1.6M | Reduce -16.5% |
| PJUL Innovator U.S. Equity Power | 1.04% | 37,702 | $1.5M | Add +34.0% |
| KJUL Innovator U.S. Small Cap Pow | 0.86% | 43,361 | $1.3M | Reduce -3.1% |
| IAPR Innovator International Deve | 0.86% | 44,214 | $1.3M | Reduce -3.5% |
| NVDA Nvidia Corp. | 0.85% | 10,327 | $1.3M | Add +6.0% |
| IJAN Innovator International Deve | 0.85% | 37,706 | $1.2M | Reduce -3.6% |
| PDEC Innovator U.S. Equity Power | 0.84% | 32,104 | $1.2M | Add +4.9% |
| GAUG FT Vest US Equity Moderate B | 0.80% | 33,875 | $1.2M | Reduce -3.9% |
| FBND Fidelity Total Bond ETF | 0.80% | 24,991 | $1.2M | Add +13.1% |
| MSFT Microsoft Corp. | 0.76% | 2,607 | $1.1M | Add +5.5% |
| NJUL Innovator Growth 100 Power B | 0.68% | 16,327 | $993K | Reduce -5.5% |
| TSLA Tesla Inc. | 0.66% | 3,704 | $969K | Add +3.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.64% | 14,030 | $947K | Reduce -49.8% |
| INTU Intuit Inc. | 0.64% | 1,520 | $944K | Add +1.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.64% | 10,301 | $941K | Reduce -6.8% |
| PMAR Innovator U.S. Equity Power | 0.58% | 21,803 | $856K | Reduce -25.5% |
| RDVY First Trust Rising Dividend | 0.54% | 13,478 | $798K | New |
| ALL Allstate Corp. | 0.54% | 4,166 | $790K | No change |
| SCHD Schwab US DVD Equity ETF | 0.54% | 9,316 | $787K | New |
| PAPR Innovator U.S. Equity Power | 0.53% | 21,679 | $779K | Reduce -10.3% |
| BAMD Brookstone Div Stock ETF | 0.52% | 23,113 | $762K | Reduce -6.7% |
| IVV iShares Core S&P 500 ETF | 0.52% | 1,314 | $758K | Add +4.1% |
| BAMG Brookstone Growth Stock ETF | 0.52% | 22,806 | $758K | Reduce -6.4% |
| BAMV Brookstone Value Stock ETF | 0.49% | 22,877 | $722K | Reduce -6.3% |
| BIV Vanguard Intermediate-Term B | 0.49% | 9,140 | $716K | New |
| PNOV Innovator U.S. Equity Power | 0.48% | 18,916 | $698K | Reduce -4.9% |
| LOW Lowe's Cos Inc. | 0.47% | 2,559 | $693K | Add +357.8% |
| FICS FT International Dev Cap STR | 0.45% | 17,451 | $654K | New |
| HON Honeywell International Inc. | 0.41% | 2,889 | $597K | Reduce -1.1% |
| PJAN Innovator U.S. Equity Power | 0.41% | 14,429 | $596K | Add +27.7% |
| GMAR FT Vest US Equity Moderate B | 0.39% | 15,682 | $576K | New |
| VGT Vanguard Info Tech ETF | 0.38% | 959 | $562K | No change |
| UNP Union Pacific Corp. | 0.38% | 2,269 | $559K | Add +2.6% |
| SDVY First Trust Smid Cap Rising | 0.37% | 14,944 | $544K | New |
| WCN Waste Connections Inc. | 0.35% | 2,840 | $508K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.34% | 6,920 | $496K | Reduce -4.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.33% | 854 | $490K | Reduce -1.3% |
| ABBV Abbvie Inc. | 0.33% | 2,464 | $487K | Add +0.6% |
| BAPR Innovator U.S. Equity Buffer | 0.32% | 10,947 | $475K | Reduce -2.1% |
| UITB Victoryshares Core Intermedi | 0.30% | 9,248 | $443K | New |
| MARM Ftvestus Max Buff ETF March | 0.30% | 14,478 | $441K | Add +30.3% |
| LMBS First Trust Low Duration Opp | 0.28% | 8,403 | $415K | Add +841.0% |
| BJUN Innovator U.S. Equity Buffer | 0.28% | 9,977 | $406K | Reduce -8.5% |
| BFEB Innovator U.S. Equity Buffer | 0.27% | 9,315 | $391K | Reduce -40.8% |
| AMZN Amazon.com Inc. | 0.26% | 2,029 | $378K | Add +46.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.25% | 4,358 | $361K | Reduce -52.8% |
| BAUG Innovator U.S. Equity Buffer | 0.24% | 8,219 | $352K | Add +329.0% |
| JNJ Johnson & Johnson | 0.24% | 2,132 | $345K | Add +1.2% |
| WMT Walmart Inc. | 0.23% | 4,244 | $343K | Add +5.3% |
| BSEP Innovator U.S. Equity Buffer | 0.22% | 7,833 | $330K | Add +423.6% |
| LLY Eli Lilly & Co. | 0.22% | 369 | $327K | Add +36.2% |
| CMI Cummins Inc. | 0.22% | 1,009 | $327K | Add +1.1% |
| BSCS Invesco Bulletshares 2028 CB | 0.21% | 15,317 | $315K | Reduce -1.8% |
| BSCR Invesco Bulletshares 2027 CB | 0.21% | 15,889 | $313K | Reduce -1.7% |
| BSCQ Invesco Bulletshares 2026 CB | 0.21% | 15,933 | $312K | Reduce -1.7% |
| BSCP Invesco Bulletshares 2025 CB | 0.21% | 15,023 | $310K | Reduce -1.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.21% | 5,814 | $307K | Reduce -48.6% |
| AVEM Avantis Emerging Markets Eq | 0.20% | 4,605 | $297K | New |
| FJUN FT Vest US Equity Buff ETF-J | 0.20% | 5,785 | $292K | Add +763.4% |
| META Meta Platforms Inc. Class A | 0.19% | 495 | $283K | Add +4.2% |
| KEYS Keysight Technologies Inc. | 0.19% | 1,728 | $275K | Reduce -0.4% |
| FFEB FT Vest US Equity Buffer ETF | 0.18% | 5,567 | $270K | Add +171.0% |
| JMBS Janus Henderson Mortg Backed | 0.18% | 5,751 | $268K | Reduce -43.7% |
| BJUL Innovator U.S. Equity Buffer | 0.18% | 6,131 | $268K | New |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.18% | 10,662 | $267K | Reduce -46.6% |
| BAMA Brookstone Active ETF | 0.18% | 8,705 | $266K | Reduce -7.2% |
| BAMO Brookstone Opportunities ETF | 0.18% | 8,705 | $261K | Reduce -7.1% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 4,180 | $260K | No change |
| IJR iShares Core S&P Small-Cap E | 0.18% | 2,211 | $259K | No change |
| BKLN Invesco Senior Loan ETF | 0.18% | 12,240 | $257K | Reduce -43.8% |
| XMLV Invesco S&P Midcap Low Volat | 0.17% | 4,124 | $252K | Reduce -3.7% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.17% | 3,281 | $252K | Reduce -3.6% |
| VFH Vanguard Financials ETF | 0.17% | 2,254 | $248K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.16% | 4,043 | $241K | Add +40.7% |
| GJUN FT Vest US Equity Moderate B | 0.16% | 6,761 | $239K | New |
| BX Blackstone Inc. | 0.16% | 1,554 | $238K | No change |
| BAMY Brookstone Yield ETF | 0.16% | 8,856 | $236K | Reduce -6.1% |
| BSCO Invesco Bulletshares 2024 CB | 0.16% | 11,115 | $235K | Reduce -1.6% |
| XLI SS Industrial Select Sector | 0.16% | 1,718 | $233K | New |
| J Jacobs Solutions Inc. | 0.16% | 1,769 | $232K | No change |
| XLV SS Health Care Select Sector | 0.15% | 1,478 | $228K | No change |
| FJAN FT Vest U.S. Equity Buffer E | 0.15% | 4,972 | $222K | Add +21.4% |
| ZJUL Innovator Edp ETF 1 YR July | 0.15% | 8,235 | $221K | New |
| UFEB Innovator U.S. Equity Ultra | 0.15% | 6,771 | $220K | Reduce -44.8% |
| NJAN Innovator Growth 100 Power B | 0.15% | 4,722 | $219K | Reduce -38.3% |
| UAPR Innovator U.S. Equity Ultra | 0.15% | 7,189 | $217K | Reduce -44.9% |
| AXP American Express Co. | 0.14% | 772 | $209K | Add +12.2% |
| UCON First Trust Smith Unconstrai | 0.14% | 8,166 | $205K | New |
| FMAY FT Vest US Equity Buffer ETF | 0.14% | 4,405 | $205K | Add +1823.6% |
Portfolio Sells Q2 2024 → Q3 2024
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -11.8% | 5.86% | −0.60 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -49.8% | 0.64% | −0.58 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -15.0% | 3.02% | −0.26 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -52.8% | 0.25% | −0.26 |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | Reduce -16.4% | 1.73% | −0.23 |
| SPEM State Street SP PTF Em ETF | Sold out | 0.00% | −0.20 |
| PMAY Innovator U.S. Equity Power | Reduce -15.5% | 1.28% | −0.19 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.19 |
| PFEB Innovator U.S. Equity Power | Reduce -16.5% | 1.06% | −0.18 |
| BMAR Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.18 |
| BMAY Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.18 |
| PMAR Innovator U.S. Equity Power | Reduce -25.5% | 0.58% | −0.18 |
| BFEB Innovator U.S. Equity Buffer | Reduce -40.8% | 0.27% | −0.17 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -48.6% | 0.21% | −0.17 |
| POCT Innovator U.S. Equity Power | Reduce -13.1% | 1.11% | −0.15 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -46.6% | 0.18% | −0.15 |
| PJUN Innovator U.S. Equity Power | Reduce -4.7% | 8.00% | −0.15 |
| BAMU Brookstone Ultrashrt BND ETF | Sold out | 0.00% | −0.14 |
| BKLN Invesco Senior Loan ETF | Reduce -43.8% | 0.18% | −0.14 |
| DJUN FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.13 |
| JMBS Janus Henderson Mortg Backed | Reduce -43.7% | 0.18% | −0.13 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.12 |
| BAMB Brookstone Intermd Bond ETF | Sold out | 0.00% | −0.12 |
| DJAN FT Vest U.S. Equity Deep Buf | Sold out | 0.00% | −0.12 |
| UFEB Innovator U.S. Equity Ultra | Reduce -44.8% | 0.15% | −0.12 |
| UAPR Innovator U.S. Equity Ultra | Reduce -44.9% | 0.15% | −0.11 |
| BSTP Innovator Buff Su Strat ETF | Sold out | 0.00% | −0.11 |
| FDX FedEx Corp. | Sold out | 0.00% | −0.10 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −0.10 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Sold out | 0.00% | −0.10 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Sold out | 0.00% | −0.10 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.10 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.10 |
| BUFG FT Vest Buffered Allocation | Sold out | 0.00% | −0.10 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Sold out | 0.00% | −0.10 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.10 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.09 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.09 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.09 |
| BA The Boeing Co. | Sold out | 0.00% | −0.09 |
| T AT&T Inc. | Sold out | 0.00% | −0.09 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.09 |
| NJAN Innovator Growth 100 Power B | Reduce -38.3% | 0.15% | −0.09 |
| GM General Motors Co. | Sold out | 0.00% | −0.09 |
| FIS Fidelity National Info Serv | Sold out | 0.00% | −0.09 |
| EFX Equifax Inc. | Sold out | 0.00% | −0.09 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.08 |
| EEMV iShares MSCI Emg MKT Min Vol | Sold out | 0.00% | −0.08 |
| UJAN Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.08 |
Portfolio Buys Q2 2024 → Q3 2024
| QQQ Invesco QQQ Trust Series 1 | Add +25.2% | 3.93% | +0.83 |
| VOO Vanguard S&P 500 ETF | Add +162.9% | 1.20% | +0.76 |
| PSEP Innovator U.S. Equity Power | Add +78.1% | 1.52% | +0.69 |
| PAUG Innovator U.S. Equity Power | Add +78.1% | 1.44% | +0.66 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.3% | 3.86% | +0.63 |
| RDVY First Trust Rising Dividend | New | 0.54% | +0.54 |
| SCHD Schwab US DVD Equity ETF | New | 0.54% | +0.54 |
| BIV Vanguard Intermediate-Term B | New | 0.49% | +0.49 |
| FICS FT International Dev Cap STR | New | 0.45% | +0.45 |
| MOAT Vaneck Morningstar Wide Moat | Add +7.4% | 2.58% | +0.42 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +9.4% | 3.88% | +0.41 |
| AGG iShares Core U.S. Aggregate | Add +8.9% | 3.54% | +0.41 |
| NOBL Proshares S&P 500 Dividend A | Add +13.3% | 2.01% | +0.41 |
| GMAR FT Vest US Equity Moderate B | New | 0.39% | +0.39 |
| LOW Lowe's Cos Inc. | Add +357.8% | 0.47% | +0.39 |
| SDVY First Trust Smid Cap Rising | New | 0.37% | +0.37 |
| UITB Victoryshares Core Intermedi | New | 0.30% | +0.30 |
| PJUL Innovator U.S. Equity Power | Add +34.0% | 1.04% | +0.29 |
| LMBS First Trust Low Duration Opp | Add +841.0% | 0.28% | +0.25 |
| AVEM Avantis Emerging Markets Eq | New | 0.20% | +0.20 |
| VEA Vanguard Ftse Developed ETF | Add +6.3% | 1.70% | +0.20 |
| BAUG Innovator U.S. Equity Buffer | Add +329.0% | 0.24% | +0.19 |
| BSEP Innovator U.S. Equity Buffer | Add +423.6% | 0.22% | +0.18 |
| BJUL Innovator U.S. Equity Buffer | New | 0.18% | +0.18 |
| FJUN FT Vest US Equity Buff ETF-J | Add +763.4% | 0.20% | +0.18 |
| TSLA Tesla Inc. | Add +3.0% | 0.66% | +0.17 |
| GJUN FT Vest US Equity Moderate B | New | 0.16% | +0.16 |
| XLI SS Industrial Select Sector | New | 0.16% | +0.16 |
| TFLO iShares Treasury Floating Ra | Add +13.4% | 1.34% | +0.15 |
| ZJUL Innovator Edp ETF 1 YR July | New | 0.15% | +0.15 |
| UCON First Trust Smith Unconstrai | New | 0.14% | +0.14 |
| FMAY FT Vest US Equity Buffer ETF | Add +1823.6% | 0.14% | +0.13 |
| BALT Inn Defined Wealth Shield | Add +7.1% | 1.48% | +0.13 |
| FFEB FT Vest US Equity Buffer ETF | Add +171.0% | 0.18% | +0.12 |
| FBND Fidelity Total Bond ETF | Add +13.1% | 0.80% | +0.12 |
| PJAN Innovator U.S. Equity Power | Add +27.7% | 0.41% | +0.09 |
| AMZN Amazon.com Inc. | Add +46.5% | 0.26% | +0.07 |
| MARM Ftvestus Max Buff ETF March | Add +30.3% | 0.30% | +0.07 |
| LLY Eli Lilly & Co. | Add +36.2% | 0.22% | +0.05 |
| JEPI JPMorgan Equity Premium Inco | Add +40.7% | 0.16% | +0.05 |
| PDEC Innovator U.S. Equity Power | Add +4.9% | 0.84% | +0.05 |
| COST Costco Wholesale Corp. | Add +0.8% | 1.10% | +0.05 |
| WMT Walmart Inc. | Add +5.3% | 0.23% | +0.05 |
| ABBV Abbvie Inc. | Add +0.6% | 0.33% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +4.1% | 0.52% | +0.04 |
| UNP Union Pacific Corp. | Add +2.6% | 0.38% | +0.04 |
| AXP American Express Co. | Add +12.2% | 0.14% | +0.03 |
| CMI Cummins Inc. | Add +1.1% | 0.22% | +0.03 |
| NVDA Nvidia Corp. | Add +6.0% | 0.85% | +0.03 |
| FJAN FT Vest U.S. Equity Buffer E | Add +21.4% | 0.15% | +0.03 |
Notes & Other Activity Q2 2024 → Q3 2024
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 37 | $2Kbefore exit |
| GME Gamestop Corp. Class A | CL A | Sold out | 0 | $9before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |