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Livermore
Livermore
ZHEN

Chris Bulman Inc

SEC CIK
0002032404
Latest filing
Jul 22, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Oct 22, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
113
−280 vs. Q2 2024
Portfolio value
$146.9M
+$676.2K (+0.5%) vs. Q2 2024
Filed
Oct 22, 2024
SEC
Holdings of Chris Bulman Inc in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Innovator ETFs Trust45782C748US EQTY PWR BUF318,565$11.7M8.0%−15,768−4.7%Reduced–
AAPLApple Inc.Stock46,646$10.9M7.4%−249−0.5%ReducedHistory
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF288,220$8.61M5.9%−38,614−11.8%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF36,491$7.23M4.9%−2,082−5.4%Reduced–
Invesco QQQ Trust Series I46090E103ETF11,831$5.77M3.9%+2,379+25.2%Added–
Vanguard Morningstar Growth ETF922908736ETF14,864$5.71M3.9%+1,283+9.4%Added–
Vanguard Morningstar Value ETF922908744ETF32,448$5.66M3.9%+3,033+10.3%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF51,411$5.21M3.5%+4,206+8.9%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF18,720$4.44M3.0%−3,301−15.0%Reduced–
VanEck Morningstar Wide Moat ETF92189F643ETF39,158$3.80M2.6%+2,702+7.4%Added–
First Tr Exchng Traded FD VI33740U810FT VEST U.S79,684$3.06M2.1%−1,256−1.6%Reduced–
ProShares Tr74348A467S&P 500 DV ARIST27,688$2.96M2.0%+3,254+13.3%Added–
First Tr Exchng Traded FD VI33740U828FT VEST INT EQ M111,117$2.54M1.7%−21,750−16.4%Reduced–
Vanguard Ftse Developed Markets ETF921943858ETF47,417$2.50M1.7%+2,807+6.3%Added–
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF57,860$2.23M1.5%+25,373+78.1%Added–
Innovator ETFs Trust45783Y855DEFINED WLT SHLD70,608$2.18M1.5%+4,698+7.1%Added–
Innovator ETFs Trust45782C680US EQTY PWR BF55,747$2.11M1.4%+24,444+78.1%Added–
Janus Detroit STR Tr47103U845HENDRSON AAA CL39,260$2.00M1.4%−1,686−4.1%Reduced–
iShares Tr46434V860TRS FLT RT BD38,971$1.97M1.3%+4,609+13.4%Added–
Innovator ETFs Trust45782C557US EQTY BUF DEC43,632$1.88M1.3%−1,585−3.5%Reduced–
Innovator ETFs Trust45782C318US EQTY PWR BUF53,204$1.88M1.3%−9,756−15.5%Reduced–
Vanguard S&P 500 ETF922908363ETF3,329$1.76M1.2%+2,063+163.0%Added–
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF41,976$1.63M1.1%−6,336−13.1%Reduced–
COSTCostco Wholesale CorpStock1,829$1.62M1.1%+14+0.8%AddedHistory
Innovator ETFs Trust45782C417US EQTY PWR BUF43,284$1.56M1.1%−8,581−16.5%Reduced–
Innovator ETFs Trust45782C813US EQTY PWR BUF37,702$1.53M1.0%+9,572+34.0%Added–
Innovator ETFs Trust45782C284US SML CP PWR B43,361$1.26M0.9%−1,369−3.1%Reduced–
Innovator ETFs Trust45782C367INTRNL DEV APRL44,214$1.26M0.9%−1,600−3.5%Reduced–
NVDANVIDIA CorpStock10,327$1.25M0.9%+588+6.0%AddedHistory
Innovator ETFs Trust45782C524INTRNL DEV JAN37,706$1.24M0.8%−1,419−3.6%Reduced–
Innovator ETFs Trust45782C540US EQTY PWR BUF32,104$1.23M0.8%+1,488+4.9%Added–
First Tr Exchng Traded FD VI33740U653FT VEST US EQT33,875$1.18M0.8%−1,368−3.9%Reduced–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF24,991$1.17M0.8%+2,897+13.1%Added–
MSFTMicrosoft CorpStock2,607$1.12M0.8%+137+5.5%AddedHistory
Innovator ETFs Trust45782C276GRWT100 PWR BUF16,327$993.0K0.7%−950−5.5%Reduced–
TSLATesla, Inc.Stock3,704$968.9K0.7%+109+3.0%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF14,030$947.2K0.6%−13,908−49.8%Reduced–
INTUIntuit Inc.Stock1,520$943.9K0.6%+17+1.1%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF10,301$940.6K0.6%−753−6.8%Reduced–
Innovator ETFs Trust45782C383US EQTY PWR BUF21,803$855.8K0.6%−7,465−25.5%Reduced–
First Trust Rising Dividend Achievers ETF33738R506ETF13,478$798.0K0.5%+13,478New–
ALLAllstate CorpStock4,166$790.1K0.5%00.0%UnchangedHistory
Schwab US Dividend Equity ETF808524797ETF9,316$787.5K0.5%+9,316New–
Innovator ETFs Trust45782C870US EQT PWR BUF21,679$779.1K0.5%−2,480−10.3%Reduced–
Northern LTS FD Tr IV66537J507BROOKSTONE DIVID23,113$762.3K0.5%−1,668−6.7%Reduced–
iShares Core S&P 500 ETF464287200ETF1,314$757.9K0.5%+52+4.1%Added–
Northern LTS FD Tr IV66537J606BROOKSTONE GRWTH22,806$757.9K0.5%−1,558−6.4%Reduced–
Northern LTS FD Tr IV66537J705BROOKSTONE VALUE22,877$722.5K0.5%−1,546−6.3%Reduced–
Vanguard Intermediate-Term Bond ETF921937819ETF9,140$716.3K0.5%+9,140New–
Innovator ETFs Trust45782C573US EQTY PWR BUF18,916$698.4K0.5%−972−4.9%Reduced–
LOWLowes Companies IncStock2,559$693.0K0.5%+2,000+357.8%AddedHistory
First Tr Exchange Traded FD33738R662INTL DEV STRNGTH17,451$654.1K0.4%+17,451New–
HONHoneywell International IncCOM2,889$597.2K0.4%−32−1.1%ReducedHistory
Innovator ETFs Trust45782C508US EQTY PWR BUF14,429$596.2K0.4%+3,126+27.7%Added–
First Tr Exchng Traded FD VI33740F482FT VEST U.S EQT15,682$575.8K0.4%+15,682New–
Vanguard Information Technology ETF92204A702ETF959$562.5K0.4%00.0%Unchanged–
UNPUnion Pacific CorpStock2,269$559.3K0.4%+58+2.6%AddedHistory
First Tr Exchange Traded FD33741X102SMID RISNG ETF14,944$543.7K0.4%+14,944New–
WCNWaste Connections, Inc.COM2,840$507.9K0.3%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL6,920$496.4K0.3%−298−4.1%Reduced–
SPYSPDR S&P 500 ETF TrustETF854$490.0K0.3%−11−1.3%ReducedHistory
ABBVAbbVie Inc.Stock2,464$486.6K0.3%+15+0.6%AddedHistory
Innovator ETFs Trust45782C888US EQT BUFR APR10,947$474.8K0.3%−234−2.1%Reduced–
Victory Portfolios II92647N527CORE BD ETF9,248$443.3K0.3%+9,248New–
First Tr Exchng Traded FD VI33740U612VEST US EQUITY M14,478$440.9K0.3%+3,367+30.3%Added–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT8,403$415.2K0.3%+7,510+841.0%Added–
Innovator ETFs Trust45782C755US EQTY BUFR JUN9,977$406.1K0.3%−928−8.5%Reduced–
Innovator ETFs Trust45782C433US EQTY BUFR FEB9,315$390.9K0.3%−6,426−40.8%Reduced–
AMZNAmazon Com IncStock2,029$378.0K0.3%+644+46.5%AddedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF4,358$361.5K0.2%−4,866−52.8%Reduced–
Innovator ETFs Trust45782C698US EQUT BUFR AUG8,219$351.6K0.2%+6,303+329.0%Added–
JNJJohnson & JohnsonStock2,132$345.5K0.2%+26+1.2%AddedHistory
WMTWalmart Inc.Stock4,244$342.7K0.2%+213+5.3%AddedHistory
Innovator ETFs Trust45782C664US EQTY BUF SEP7,833$330.0K0.2%+6,337+423.6%Added–
LLYEli Lilly & CoStock369$327.1K0.2%+98+36.2%AddedHistory
CMICummins IncStock1,009$326.7K0.2%+11+1.1%AddedHistory
Invesco Exch TRD SLF Idx FD46138J643INVSCO BLSH 2815,317$314.9K0.2%−274−1.8%Reduced–
Invesco Exch TRD SLF Idx FD46138J783BULSHS 2027 CB15,889$313.3K0.2%−277−1.7%Reduced–
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB15,933$311.6K0.2%−274−1.7%Reduced–
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB15,023$310.2K0.2%−249−1.6%Reduced–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF5,814$307.3K0.2%−5,489−48.6%Reduced–
American Centy ETF Tr025072604AVANTIS EMGMKT4,605$297.5K0.2%+4,605New–
First Tr Exchng Traded FD VI33740F722FT VEST US EQT5,785$292.3K0.2%+5,115+763.4%Added–
METAMeta Platforms, Inc.Stock495$283.4K0.2%+20+4.2%AddedHistory
KEYSKeysight Technologies, Inc.Stock1,728$274.7K0.2%−7−0.4%ReducedHistory
First Tr Exchng Traded FD VI33740F763FT VEST US EQT5,567$270.3K0.2%+3,513+171.0%Added–
Janus Detroit STR Tr47103U852HENDERSON MTG5,751$268.3K0.2%−4,466−43.7%Reduced–
Innovator ETFs Trust45782C789US EQTY BUFR JUL6,131$267.8K0.2%+6,131New–
First Tr Exchng Traded FD VI33740U703FT VEST DEEP ETF10,662$267.0K0.2%−9,307−46.6%Reduced–
Northern LTS FD Tr IV66537J879BROOKSTONE ACTIV8,705$265.9K0.2%−679−7.2%Reduced–
Northern LTS FD Tr IV66537J861BROOKSTONE OPPOR8,705$260.7K0.2%−667−7.1%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF4,180$260.5K0.2%00.0%Unchanged–
iShares Core S&P Small Cap ETF464287804ETF2,211$258.6K0.2%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138G508SR LN ETF12,240$257.2K0.2%−9,523−43.8%Reduced–
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW4,124$251.7K0.2%−160−3.7%Reduced–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF3,281$251.7K0.2%−123−3.6%Reduced–
Vanguard Financials ETF92204A405ETF2,254$247.7K0.2%00.0%Unchanged–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM4,043$240.6K0.2%+1,169+40.7%Added–
First Tr Exchng Traded FD VI33740F433FT VEST U.S EQT6,761$239.5K0.2%+6,761New–
BXBlackstone Inc.COM1,554$237.9K0.2%00.0%UnchangedHistory

Sold out since Q2 2024 (293)

Positions held at the end of Q2 2024 that are gone from this filing.

The largest 100 of 293 by value last quarter.

Positions of Chris Bulman Inc sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
SPDR Index Shs FDS78463X509ST PORT MARK ETF7,704$290.2K0.2%–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF7,958$279.2K0.2%–
Innovator ETFs Trust45782C391US EQTY BUFR MAR6,139$265.0K0.2%–
Innovator ETFs Trust45782C326US EQTY BUFR MAY6,896$261.9K0.2%–
Northern LTS FD Tr IV66537J887BROOKSTONE ULTRA8,208$207.5K0.1%–
First Tr Exchng Traded FD VI33740F714FT VEST US EQT4,642$189.8K0.1%–
CRMSalesforce, Inc.Stock722$185.6K0.1%History
BRK.BBerkshire Hathaway IncStock433$176.1K0.1%History
Northern LTS FD Tr IV66537J804BROOKSTONE INTER6,689$171.7K0.1%–
First Tr Exchng Traded FD VI33740F631FT VEST US4,614$171.4K0.1%–
Innovator ETFs Trust45783Y731BUFF STEP UP ETF4,967$155.8K0.1%–
FDXFedEx CorpStock510$153.0K0.1%History
Vanguard Mun BD FDS922907746TAX EXEMPT BD3,046$152.6K0.1%–
iShares Tr46434V613CORE UNIVRSL USD3,283$148.5K0.1%–
BlackRock ETF Trust II092528504ISHARES AAA CLO2,823$146.6K0.1%–
ABTAbbott LaboratoriesStock1,371$142.5K0.1%History
UPSUnited Parcel Service IncStock1,041$142.5K0.1%History
First Tr Exchng Traded FD VI33740U778VEST BUFFERED6,048$140.3K0.1%–
First Tr Exchng Traded FD VI33740U752FT VEST NASD ETF4,731$139.8K0.1%–
BNYBank of New York Mellon CorpStock2,329$139.5K0.1%History
GOOGLAlphabet Inc.Stock760$138.4K0.1%History
BACBank of America CorpStock3,472$138.1K0.1%History
JPMJPMorgan Chase & CoStock682$137.9K0.1%History
BABoeing CoStock754$137.2K0.1%History
TAT&T Inc.Stock6,877$131.4K0.1%History
DDDuPont de Nemours, Inc.COM1,616$130.1K0.1%History
GMGeneral Motors CoCOM2,736$127.1K0.1%History
FISFidelity National Information Services, Inc.Stock1,660$125.1K0.1%History
EFXEquifax IncCOM513$124.4K0.1%History
TTDTrade Desk, Inc.Stock1,269$123.9K0.1%History
iShares Inc464286533MSCI EMERG MRKT2,085$119.3K0.1%–
Innovator U.S. Equity Ultra Buffer ETF - January45782C300ETF3,154$117.0K0.1%–
CMECME Group Inc.COM593$116.6K0.1%History
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW2,628$114.7K0.1%–
UBERUber Technologies, IncStock1,571$114.2K0.1%History
GILDGilead Sciences, Inc.Stock1,658$113.8K0.1%History
MCDMcDonalds CorpStock438$111.6K0.1%History
CMCSAComcast CorpStock2,762$108.2K0.1%History
Innovator ETFs Trust45783Y723POWER BUFFER SET3,496$106.6K0.1%–
VZVerizon Communications IncStock2,388$98.5K0.1%History
iShares Tr46435G425ESG AWR MSCI USA803$95.8K0.1%–
Global X FDS37954Y475S&P 500 COVERED2,278$92.1K0.1%–
MRKMerck & Co., Inc.Stock731$90.5K0.1%History
AEPAmerican Electric Power Co IncStock1,029$90.3K0.1%History
iShares S&P 500 Growth ETF464287309ETF967$89.5K0.1%–
HPQHP IncStock2,516$88.1K0.1%History
PANWPalo Alto Networks IncStock258$87.5K0.1%History
XOMExxonMobil Holdings CorpCOM760$87.5K0.1%History
ARK Innovation ETF00214Q104ETF1,974$86.8K0.1%–
KMBKimberly Clark CorpStock616$85.2K0.1%History
CAGConagra Brands Inc.Stock2,978$84.6K0.1%History
iShares S&P 500 Value ETF464287408ETF463$84.3K0.1%–
ARK ETF Tr00214Q203AUTNMUS TECHNLGY1,528$84.2K0.1%–
iShares Tr464288158SHRT NAT MUN ETF802$83.8K0.1%–
iShares Tr464288414NATIONAL MUN ETF785$83.6K0.1%–
IPInternational Paper CoCOM1,933$83.4K0.1%History
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF777$83.2K0.1%–
ETEnergy Transfer LPCOM UT LTD PTN5,116$83.0K0.1%History
KMIKinder Morgan, Inc.Stock4,157$82.6K0.1%History
OXYOccidental Petroleum CorpStock1,303$82.1K0.1%History
UNHUnitedHealth Group IncStock161$82.0K0.1%History
DISWalt Disney CoStock822$81.6K0.1%History
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF887$81.4K0.1%–
AMDAdvanced Micro Devices IncStock500$81.1K0.1%History
NINisource Inc.COM2,808$80.9K0.1%History
MMM3M CoStock784$80.1K0.1%History
DUKDuke Energy CORPStock795$79.7K0.1%History
ETREntergy CorpCOM740$79.2K0.1%History
DOCHealthpeak Properties, Inc.COM4,026$78.9K0.1%History
PRUPrudential Financial IncStock672$78.7K0.1%History
TFCTruist Financial CorpCOM2,019$78.4K0.1%History
TROWPrice T Rowe Group IncStock675$77.8K0.1%History
FFord Motor CoStock6,179$77.5K0.1%History
DDominion Energy, IncStock1,581$77.4K0.1%History
KKellanovaStock1,340$77.3K0.1%History
EIXEdison InternationalStock1,075$77.2K0.1%History
HBANHuntington Bancshares IncCOM5,809$76.6K0.1%History
ORealty Income CorpREIT1,447$76.4K0.1%History
SJMJ M SMUCKER CoStock700$76.3K0.1%History
CVXChevron CorpStock485$75.9K0.1%History
HSYHershey CoCOM406$74.6K0.1%History
CCICrown Castle Inc.REIT757$74.0K0.1%History
WECWec Energy Group, Inc.Stock942$73.9K0.1%History
FMCFMC CorpCOM NEW1,277$73.5K0.1%History
USBUS Bancorp DECOM NEW1,848$73.4K0.1%History
Innovator U.S. Equity Ultra Buffer ETF - October45782C821ETF2,136$73.2K0.1%–
DOWDow Inc.Stock1,371$72.7K<0.1%History
BlackRock ETF Trust09290C103ISHARES US EQUIT1,529$71.8K<0.1%–
iShares MSCI USA Quality Factor ETF46432F339ETF418$71.4K<0.1%–
NVONovo Nordisk A SADR500$71.4K<0.1%History
PDCOPatterson Companies, Inc.COM2,932$70.7K<0.1%History
iShares S&P Mid-Cap 400 Value ETF464287705ETF614$69.7K<0.1%–
RTXRTX CorpStock687$69.0K<0.1%History
GEGeneral Electric CoStock428$68.1K<0.1%History
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN1002,427$67.6K<0.1%–
PGProcter & Gamble CoStock410$67.5K<0.1%History
Vanguard Morningstar Total Stock Market ETF922908769ETF251$67.1K<0.1%–
NOWServiceNow, Inc.Stock85$66.9K<0.1%History
GDGeneral Dynamics CorpStock229$66.5K<0.1%History
Innovator ETFs Trust45782C581US EQTY BUF NOV1,759$65.8K<0.1%–