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

0$100.0M$200.0M$300.0M Q2 2024: $146.2M Q2 2024 Q3 2024: $146.9M Q3 2024 Q4 2024: $156.7M $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 Q2 2026

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
IJR iShares Core S&P Small-Cap E 0.17% 2,295 $264K Add +3.8%
FFEB FT Vest US Equity Buffer ETF 0.17% 5,310 $264K Reduce -4.6%
BAMA Brookstone Active ETF 0.17% 8,633 $264K Reduce -0.8%
IJH iShares Core S&P Midcap ETF 0.17% 4,214 $263K Add +0.8%
BAMO Brookstone Opportunities ETF 0.17% 8,629 $262K Reduce -0.9%
VEA Vanguard Ftse Developed ETF 0.16% 5,234 $250K Reduce -89.0%
AXP American Express Co. 0.15% 818 $243K Add +6.0%
XMLV Invesco S&P Midcap Low Volat 0.15% 3,974 $242K Reduce -3.6%
BSCT Invesco Bulletshares 2029 CB 0.15% 13,107 $240K New
QMAR FT Vest Nasdaq-100 Buffer Et 0.15% 7,963 $237K New
J Jacobs Solutions Inc. 0.15% 1,769 $236K No change
BAMY Brookstone Yield ETF 0.15% 8,802 $233K Reduce -0.6%
JEPI JPMorgan Equity Premium Inco 0.15% 4,049 $233K Add +0.1%
EFAV iShares MSCI Eafe Min Vol Fa 0.15% 3,231 $228K Reduce -1.5%
ZJUL Innovator Edp ETF 1 YR July 0.14% 8,235 $223K No change
XLI SS Industrial Select Sector 0.14% 1,619 $213K Reduce -5.8%
GOOGL Alphabet Inc. Class A 0.14% 1,127 $213K New
BAPR Innovator U.S. Equity Buffer 0.14% 4,779 $212K Reduce -56.3%
JPM JPMorgan Chase & Co. 0.13% 870 $209K New
FMAY FT Vest US Equity Buffer ETF 0.13% 4,392 $208K Reduce -0.3%
BRK.B Berkshire Hathaway Inc. Class B 0.13% 451 $204K New
XLV SS Health Care Select Sector 0.13% 1,478 $203K No change
DJUN FT Vest US Equity Deep Buffe 0.13% 4,642 $201K 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

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