Chris Bulman Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Chris Bulman Inc reported 123 stock positions worth $156.7 million. Its top holding was Apple (AAPL) at 7.5% of the portfolio, followed by Innovator U.S. Equity Power (PJUN, 7.2%) and FT Vest Lad Buffervetf-Usd I (BUFR, 5.6%). Compared with Q3 2024, it opened 14 new positions, sold out of 4, added to 52 and reduced 50. The biggest buy was a new position in iShares Russell 2000 ETF (IWM) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −43%).
- Most Recent 13F
- Q2 2026
- Location
- ROSEVILLE, CA
- CIK
- 0002032404
- Portfolio Value
- $156.7M (Q4 2024)
- SEC Filing
- 0002032404-25-000001 ↗ filed Feb 10, 2025
Holdings Value
Holdings 123 stocks · $156.7M
| AAPL Apple Inc. | 7.49% | 46,857 | $11.7M | Add +0.5% |
| PJUN Innovator U.S. Equity Power | 7.18% | 299,673 | $11.2M | Reduce -5.9% |
| BUFR FT Vest Lad Buffervetf-Usd I | 5.61% | 288,701 | $8.8M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 4.02% | 12,321 | $6.3M | Add +4.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.97% | 15,158 | $6.2M | Add +2.0% |
| VIG Vanguard Dividend Apprec ETF | 3.94% | 31,512 | $6.2M | Reduce -13.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.75% | 34,685 | $5.9M | Add +6.9% |
| IWM iShares Russell 2000 ETF | 3.47% | 24,635 | $5.4M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 2.67% | 17,411 | $4.2M | Reduce -7.0% |
| VOO Vanguard S&P 500 ETF | 2.04% | 5,933 | $3.2M | Add +78.2% |
| XSEP FT Vest U.S. Equity Enhance | 1.92% | 77,356 | $3.0M | Reduce -2.9% |
| MOAT Vaneck Morningstar Wide Moat | 1.89% | 31,878 | $3.0M | Reduce -18.6% |
| NOBL Proshares S&P 500 Dividend A | 1.83% | 28,863 | $2.9M | Add +4.2% |
| AGG iShares Core U.S. Aggregate | 1.82% | 29,399 | $2.8M | Reduce -42.8% |
| PSEP Innovator U.S. Equity Power | 1.43% | 57,399 | $2.2M | Reduce -0.8% |
| JAAA Janus Henderson Aaa Clo ETF | 1.39% | 42,908 | $2.2M | Add +9.3% |
| PAUG Innovator U.S. Equity Power | 1.39% | 56,437 | $2.2M | Add +1.2% |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | 1.36% | 98,321 | $2.1M | Reduce -11.5% |
| BALT Inn Defined Wealth Shield | 1.34% | 66,946 | $2.1M | Reduce -5.2% |
| PDEC Innovator U.S. Equity Power | 1.33% | 54,340 | $2.1M | Add +69.3% |
| POCT Innovator U.S. Equity Power | 1.30% | 51,660 | $2.0M | Add +23.1% |
| BDEC Innovator U.S. Equity Buffer | 1.30% | 47,186 | $2.0M | Add +8.2% |
| SCHD Schwab US DVD Equity ETF | 1.26% | 72,292 | $2.0M | Add +158.7% |
| PMAY Innovator U.S. Equity Power | 1.24% | 53,955 | $1.9M | Add +1.4% |
| TFLO iShares Treasury Floating Ra | 1.17% | 36,332 | $1.8M | Reduce -6.8% |
| COST Costco Wholesale Corp. | 1.09% | 1,859 | $1.7M | Add +1.6% |
| TSLA Tesla Inc. | 0.95% | 3,700 | $1.5M | Reduce -0.1% |
| RDVY First Trust Rising Dividend | 0.93% | 24,731 | $1.5M | Add +83.5% |
| PFEB Innovator U.S. Equity Power | 0.92% | 39,101 | $1.4M | Reduce -9.7% |
| FICS FT International Dev Cap STR | 0.88% | 40,556 | $1.4M | Add +132.4% |
| NVDA Nvidia Corp. | 0.87% | 10,130 | $1.4M | Reduce -1.9% |
| KJUL Innovator U.S. Small Cap Pow | 0.80% | 42,399 | $1.2M | Reduce -2.2% |
| PJUL Innovator U.S. Equity Power | 0.78% | 29,662 | $1.2M | Reduce -21.3% |
| FBND Fidelity Total Bond ETF | 0.76% | 26,621 | $1.2M | Add +6.5% |
| SDVY First Trust Smid Cap Rising | 0.75% | 32,922 | $1.2M | Add +120.3% |
| IAPR Innovator International Deve | 0.74% | 43,705 | $1.2M | Reduce -1.1% |
| GAUG FT Vest US Equity Moderate B | 0.74% | 32,906 | $1.2M | Reduce -2.9% |
| IJAN Innovator International Deve | 0.72% | 37,220 | $1.1M | Reduce -1.3% |
| BIV Vanguard Intermediate-Term B | 0.70% | 14,579 | $1.1M | Add +59.5% |
| MSFT Microsoft Corp. | 0.69% | 2,564 | $1.1M | Reduce -1.6% |
| PNOV Innovator U.S. Equity Power | 0.69% | 28,378 | $1.1M | Add +50.0% |
| NJUL Innovator Growth 100 Power B | 0.64% | 15,905 | $999K | Reduce -2.6% |
| INTU Intuit Inc. | 0.60% | 1,505 | $946K | Reduce -1.0% |
| USMV iShares MSCI USA Min Vol Fac | 0.57% | 10,027 | $890K | Reduce -2.7% |
| PMAR Innovator U.S. Equity Power | 0.56% | 21,814 | $877K | Add +0.1% |
| ALL Allstate Corp. | 0.51% | 4,166 | $803K | No change |
| IVV iShares Core S&P 500 ETF | 0.49% | 1,302 | $766K | Reduce -0.9% |
| BAMG Brookstone Growth Stock ETF | 0.49% | 22,203 | $761K | Reduce -2.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.48% | 10,930 | $754K | Reduce -22.1% |
| BAMD Brookstone Div Stock ETF | 0.47% | 23,098 | $730K | Reduce -0.1% |
| BAMV Brookstone Value Stock ETF | 0.45% | 22,875 | $698K | Reduce -0.0% |
| UITB Victoryshares Core Intermedi | 0.43% | 14,721 | $677K | Add +59.2% |
| HON Honeywell International Inc. | 0.43% | 2,959 | $668K | Add +2.4% |
| AVEM Avantis Emerging Markets Eq | 0.41% | 10,875 | $639K | Add +136.2% |
| VGT Vanguard Info Tech ETF | 0.39% | 994 | $618K | Add +3.6% |
| PJAN Innovator U.S. Equity Power | 0.39% | 14,454 | $611K | Add +0.2% |
| GMAR FT Vest US Equity Moderate B | 0.39% | 16,253 | $609K | Add +3.6% |
| LMBS First Trust Low Duration Opp | 0.37% | 12,031 | $586K | Add +43.2% |
| CLOA iShares Aaa Clo Act ETF-Usdi | 0.37% | 11,069 | $573K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 897 | $526K | Add +5.0% |
| PAPR Innovator U.S. Equity Power | 0.33% | 13,995 | $514K | Reduce -35.4% |
| CLOI Vaneck Clo ETF | 0.32% | 9,588 | $506K | New |
| WCN Waste Connections Inc. | 0.31% | 2,840 | $487K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.30% | 6,753 | $473K | Reduce -2.4% |
| ABBV Abbvie Inc. | 0.28% | 2,483 | $441K | Add +0.8% |
| AMZN Amazon.com Inc. | 0.28% | 1,993 | $437K | Reduce -1.8% |
| MARM Ftvestus Max Buff ETF March | 0.27% | 13,667 | $422K | Reduce -5.6% |
| LOW Lowe's Cos Inc. | 0.25% | 1,559 | $385K | Reduce -39.1% |
| WMT Walmart Inc. | 0.24% | 4,085 | $369K | Reduce -3.8% |
| BNOV Innovator U.S. Equity Buffer | 0.23% | 9,208 | $362K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.23% | 4,109 | $361K | Reduce -5.7% |
| BAUG Innovator U.S. Equity Buffer | 0.23% | 8,228 | $359K | Add +0.1% |
| UFEB Innovator U.S. Equity Ultra | 0.23% | 10,702 | $356K | Add +58.1% |
| UAPR Innovator U.S. Equity Ultra | 0.22% | 11,418 | $352K | Add +58.8% |
| CMI Cummins Inc. | 0.22% | 1,000 | $349K | Reduce -0.9% |
| BSEP Innovator U.S. Equity Buffer | 0.21% | 7,838 | $336K | Add +0.1% |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.21% | 12,982 | $333K | New |
| JNJ Johnson & Johnson | 0.21% | 2,224 | $322K | Add +4.3% |
| UCON First Trust Smith Unconstrai | 0.20% | 12,878 | $317K | Add +57.7% |
| UNP Union Pacific Corp. | 0.20% | 1,390 | $317K | Reduce -38.7% |
| BX Blackstone Inc. | 0.20% | 1,829 | $315K | Add +17.7% |
| GJUN FT Vest US Equity Moderate B | 0.20% | 8,729 | $314K | Add +29.1% |
| BSCP Invesco Bulletshares 2025 CB | 0.20% | 15,059 | $311K | Add +0.2% |
| BSCR Invesco Bulletshares 2027 CB | 0.20% | 15,940 | $311K | Add +0.3% |
| BSCQ Invesco Bulletshares 2026 CB | 0.20% | 15,969 | $310K | Add +0.2% |
| NJAN Innovator Growth 100 Power B | 0.20% | 6,446 | $310K | Add +36.5% |
| BSCS Invesco Bulletshares 2028 CB | 0.20% | 15,342 | $309K | Add +0.2% |
| FJUN FT Vest US Equity Buff ETF-J | 0.19% | 5,763 | $296K | Reduce -0.4% |
| FJAN FT Vest U.S. Equity Buffer E | 0.19% | 6,398 | $294K | Add +28.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.19% | 5,700 | $292K | Reduce -2.0% |
| ZOCT Inr Eqty Def P ETF - 1 Y Oc | 0.19% | 11,502 | $291K | New |
| META Meta Platforms Inc. Class A | 0.18% | 495 | $290K | No change |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.18% | 11,259 | $287K | Add +5.6% |
| JMBS Janus Henderson Mortg Backed | 0.18% | 6,400 | $283K | Add +11.3% |
| BKLN Invesco Senior Loan ETF | 0.18% | 13,197 | $278K | Add +7.8% |
| BOCT Innovator U.S. Equity Buffer | 0.18% | 6,409 | $277K | New |
| KEYS Keysight Technologies Inc. | 0.18% | 1,721 | $276K | Reduce -0.4% |
| VFH Vanguard Financials ETF | 0.17% | 2,254 | $266K | No change |
| LLY Eli Lilly & Co. | 0.17% | 344 | $266K | Reduce -6.8% |
| CLOZ Eldridge BBB-B Clo ETF | 0.17% | 9,856 | $266K | New |
Portfolio Sells Q3 2024 → Q4 2024
| AGG iShares Core U.S. Aggregate | Reduce -42.8% | 1.82% | −1.73 |
| VEA Vanguard Ftse Developed ETF | Reduce -89.0% | 0.16% | −1.54 |
| VIG Vanguard Dividend Apprec ETF | Reduce -13.6% | 3.94% | −0.98 |
| PJUN Innovator U.S. Equity Power | Reduce -5.9% | 7.18% | −0.82 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -18.6% | 1.89% | −0.70 |
| YSEP FT VST Int Eq MB ETF-Usd Inc. | Reduce -11.5% | 1.36% | −0.36 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -7.0% | 2.67% | −0.35 |
| BJUN Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.28 |
| BFEB Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.27 |
| PJUL Innovator U.S. Equity Power | Reduce -21.3% | 0.78% | −0.26 |
| LOW Lowe's Cos Inc. | Reduce -39.1% | 0.25% | −0.23 |
| PAPR Innovator U.S. Equity Power | Reduce -35.4% | 0.33% | −0.20 |
| BAPR Innovator U.S. Equity Buffer | Reduce -56.3% | 0.14% | −0.19 |
| BJUL Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.18 |
| UNP Union Pacific Corp. | Reduce -38.7% | 0.20% | −0.18 |
| TFLO iShares Treasury Floating Ra | Reduce -6.8% | 1.17% | −0.17 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -22.1% | 0.48% | −0.16 |
| XSEP FT Vest U.S. Equity Enhance | Reduce -2.9% | 1.92% | −0.16 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.16 |
| PFEB Innovator U.S. Equity Power | Reduce -9.7% | 0.92% | −0.14 |
| BALT Inn Defined Wealth Shield | Reduce -5.2% | 1.34% | −0.14 |
| IJAN Innovator International Deve | Reduce -1.3% | 0.72% | −0.13 |
| IAPR Innovator International Deve | Reduce -1.1% | 0.74% | −0.11 |
| PSEP Innovator U.S. Equity Power | Reduce -0.8% | 1.43% | −0.09 |
| MSFT Microsoft Corp. | Reduce -1.6% | 0.69% | −0.07 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -2.7% | 0.57% | −0.07 |
| KJUL Innovator U.S. Small Cap Pow | Reduce -2.2% | 0.80% | −0.06 |
| GAUG FT Vest US Equity Moderate B | Reduce -2.9% | 0.74% | −0.06 |
| BAMD Brookstone Div Stock ETF | Reduce -0.1% | 0.47% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -6.8% | 0.17% | −0.05 |
| BAMV Brookstone Value Stock ETF | Reduce -0.0% | 0.45% | −0.05 |
| INTU Intuit Inc. | Reduce -1.0% | 0.60% | −0.04 |
| NJUL Innovator Growth 100 Power B | Reduce -2.6% | 0.64% | −0.04 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -2.4% | 0.30% | −0.04 |
| MARM Ftvestus Max Buff ETF March | Reduce -5.6% | 0.27% | −0.03 |
| BAMG Brookstone Growth Stock ETF | Reduce -2.6% | 0.49% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -0.9% | 0.49% | −0.03 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -1.5% | 0.15% | −0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -2.0% | 0.19% | −0.02 |
| XLI SS Industrial Select Sector | Reduce -5.8% | 0.14% | −0.02 |
| XMLV Invesco S&P Midcap Low Volat | Reduce -3.6% | 0.15% | −0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -5.7% | 0.23% | −0.02 |
| FFEB FT Vest US Equity Buffer ETF | Reduce -4.6% | 0.17% | −0.02 |
| BAMA Brookstone Active ETF | Reduce -0.8% | 0.17% | −0.01 |
| BAMY Brookstone Yield ETF | Reduce -0.6% | 0.15% | −0.01 |
| KEYS Keysight Technologies Inc. | Reduce -0.4% | 0.18% | −0.01 |
| BAMO Brookstone Opportunities ETF | Reduce -0.9% | 0.17% | −0.01 |
| FJUN FT Vest US Equity Buff ETF-J | Reduce -0.4% | 0.19% | −0.01 |
| FMAY FT Vest US Equity Buffer ETF | Reduce -0.3% | 0.13% | −0.01 |
| CMI Cummins Inc. | Reduce -0.9% | 0.22% | +0.00 |
Portfolio Buys Q3 2024 → Q4 2024
| IWM iShares Russell 2000 ETF | New | 3.47% | +3.47 |
| VOO Vanguard S&P 500 ETF | Add +78.2% | 2.04% | +0.84 |
| SCHD Schwab US DVD Equity ETF | Add +158.7% | 1.26% | +0.72 |
| PDEC Innovator U.S. Equity Power | Add +69.3% | 1.33% | +0.50 |
| FICS FT International Dev Cap STR | Add +132.4% | 0.88% | +0.43 |
| RDVY First Trust Rising Dividend | Add +83.5% | 0.93% | +0.39 |
| SDVY First Trust Smid Cap Rising | Add +120.3% | 0.75% | +0.38 |
| CLOA iShares Aaa Clo Act ETF-Usdi | New | 0.37% | +0.37 |
| CLOI Vaneck Clo ETF | New | 0.32% | +0.32 |
| BNOV Innovator U.S. Equity Buffer | New | 0.23% | +0.23 |
| ICLO Invesco Aaa Clo F/R Note ETF | New | 0.21% | +0.21 |
| PNOV Innovator U.S. Equity Power | Add +50.0% | 0.69% | +0.21 |
| BIV Vanguard Intermediate-Term B | Add +59.5% | 0.70% | +0.21 |
| AVEM Avantis Emerging Markets Eq | Add +136.2% | 0.41% | +0.21 |
| POCT Innovator U.S. Equity Power | Add +23.1% | 1.30% | +0.19 |
| ZOCT Inr Eqty Def P ETF - 1 Y Oc | New | 0.19% | +0.19 |
| BOCT Innovator U.S. Equity Buffer | New | 0.18% | +0.18 |
| CLOZ Eldridge BBB-B Clo ETF | New | 0.17% | +0.17 |
| BSCT Invesco Bulletshares 2029 CB | New | 0.15% | +0.15 |
| QMAR FT Vest Nasdaq-100 Buffer Et | New | 0.15% | +0.15 |
| GOOGL Alphabet Inc. Class A | New | 0.14% | +0.14 |
| JPM JPMorgan Chase & Co. | New | 0.13% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.13% | +0.13 |
| UITB Victoryshares Core Intermedi | Add +59.2% | 0.43% | +0.13 |
| DJUN FT Vest US Equity Deep Buffe | New | 0.13% | +0.13 |
| LMBS First Trust Low Duration Opp | Add +43.2% | 0.37% | +0.09 |
| AAPL Apple Inc. | Add +0.5% | 7.49% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.1% | 4.02% | +0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +2.0% | 3.97% | +0.09 |
| UFEB Innovator U.S. Equity Ultra | Add +58.1% | 0.23% | +0.08 |
| UAPR Innovator U.S. Equity Ultra | Add +58.8% | 0.22% | +0.08 |
| UCON First Trust Smith Unconstrai | Add +57.7% | 0.20% | +0.06 |
| NJAN Innovator Growth 100 Power B | Add +36.5% | 0.20% | +0.05 |
| BX Blackstone Inc. | Add +17.7% | 0.20% | +0.04 |
| GJUN FT Vest US Equity Moderate B | Add +29.1% | 0.20% | +0.04 |
| FJAN FT Vest U.S. Equity Buffer E | Add +28.7% | 0.19% | +0.04 |
| JAAA Janus Henderson Aaa Clo ETF | Add +9.3% | 1.39% | +0.03 |
| HON Honeywell International Inc. | Add +2.4% | 0.43% | +0.02 |
| BDEC Innovator U.S. Equity Buffer | Add +8.2% | 1.30% | +0.02 |
| AXP American Express Co. | Add +6.0% | 0.15% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +3.6% | 0.39% | +0.01 |
| BKLN Invesco Senior Loan ETF | Add +7.8% | 0.18% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.0% | 0.34% | +0.00 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +5.6% | 0.18% | +0.00 |
| JMBS Janus Henderson Mortg Backed | Add +11.3% | 0.18% | −0.00 |
| GMAR FT Vest US Equity Moderate B | Add +3.6% | 0.39% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +3.8% | 0.17% | −0.01 |
| IJH iShares Core S&P Midcap ETF | Add +0.8% | 0.17% | −0.01 |
| BSEP Innovator U.S. Equity Buffer | Add +0.1% | 0.21% | −0.01 |
| BAUG Innovator U.S. Equity Buffer | Add +0.1% | 0.23% | −0.01 |
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 |