Chris Bulman Inc
- SEC CIK
- 0002032404
- Latest filing
- Jul 22, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 10, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 123
- +10 vs. Q3 2024
- Portfolio value
- $156.7M
- +$9.78M (+6.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 46,857 | $11.7M | 7.5% | +211+0.5% | Added | History |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 299,673 | $11.2M | 7.2% | −18,892−5.9% | Reduced | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 288,701 | $8.80M | 5.6% | +481+0.2% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 12,321 | $6.30M | 4.0% | +490+4.1% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 15,158 | $6.22M | 4.0% | +294+2.0% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 31,512 | $6.17M | 3.9% | −4,979−13.6% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 34,685 | $5.87M | 3.7% | +2,237+6.9% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 24,635 | $5.44M | 3.5% | +24,635 | New | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 17,411 | $4.18M | 2.7% | −1,309−7.0% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,933 | $3.20M | 2.0% | +2,604+78.2% | Added | – |
| First Tr Exchng Traded FD VI33740U810 | FT VEST U.S | 77,356 | $3.01M | 1.9% | −2,328−2.9% | Reduced | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 31,878 | $2.96M | 1.9% | −7,280−18.6% | Reduced | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 28,863 | $2.87M | 1.8% | +1,175+4.2% | Added | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 29,399 | $2.85M | 1.8% | −22,012−42.8% | Reduced | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 57,399 | $2.24M | 1.4% | −461−0.8% | Reduced | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 42,908 | $2.18M | 1.4% | +3,648+9.3% | Added | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 56,437 | $2.17M | 1.4% | +690+1.2% | Added | – |
| First Tr Exchng Traded FD VI33740U828 | FT VEST INT EQ M | 98,321 | $2.13M | 1.4% | −12,796−11.5% | Reduced | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 66,946 | $2.10M | 1.3% | −3,662−5.2% | Reduced | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 54,340 | $2.09M | 1.3% | +22,236+69.3% | Added | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 51,660 | $2.04M | 1.3% | +9,684+23.1% | Added | – |
| Innovator ETFs Trust45782C557 | US EQTY BUF DEC | 47,186 | $2.03M | 1.3% | +3,554+8.1% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 72,292 | $1.98M | 1.3% | +44,344+158.7% | AddedConverted for a 3-for-1 split | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 53,955 | $1.94M | 1.2% | +751+1.4% | Added | – |
| iShares Tr46434V860 | TRS FLT RT BD | 36,332 | $1.83M | 1.2% | −2,639−6.8% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 1,859 | $1.70M | 1.1% | +30+1.6% | Added | History |
| TSLATesla, Inc. | Stock | 3,700 | $1.49M | 1.0% | −4−0.1% | Reduced | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 24,731 | $1.46M | 0.9% | +11,253+83.5% | Added | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 39,101 | $1.44M | 0.9% | −4,183−9.7% | Reduced | – |
| First Tr Exchange Traded FD33738R662 | INTL DEV STRNGTH | 40,556 | $1.38M | 0.9% | +23,105+132.4% | Added | – |
| NVDANVIDIA Corp | Stock | 10,130 | $1.36M | 0.9% | −197−1.9% | Reduced | History |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 42,399 | $1.25M | 0.8% | −962−2.2% | Reduced | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 29,662 | $1.22M | 0.8% | −8,040−21.3% | Reduced | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 26,621 | $1.19M | 0.8% | +1,630+6.5% | Added | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 32,922 | $1.18M | 0.8% | +17,978+120.3% | Added | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 43,705 | $1.17M | 0.7% | −509−1.2% | Reduced | – |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 32,906 | $1.16M | 0.7% | −969−2.9% | Reduced | – |
| Innovator ETFs Trust45782C524 | INTRNL DEV JAN | 37,220 | $1.13M | 0.7% | −486−1.3% | Reduced | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 14,579 | $1.09M | 0.7% | +5,439+59.5% | Added | – |
| MSFTMicrosoft Corp | Stock | 2,564 | $1.08M | 0.7% | −43−1.6% | Reduced | History |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 28,378 | $1.07M | 0.7% | +9,462+50.0% | Added | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 15,905 | $998.5K | 0.6% | −422−2.6% | Reduced | – |
| INTUIntuit Inc. | Stock | 1,505 | $945.9K | 0.6% | −15−1.0% | Reduced | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 10,027 | $890.3K | 0.6% | −274−2.7% | Reduced | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 21,814 | $876.7K | 0.6% | +11+0.1% | Added | – |
| ALLAllstate Corp | Stock | 4,166 | $803.2K | 0.5% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 1,302 | $766.5K | 0.5% | −12−0.9% | Reduced | – |
| Northern LTS FD Tr IV66537J606 | BROOKSTONE GRWTH | 22,203 | $761.3K | 0.5% | −603−2.6% | Reduced | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 10,930 | $753.5K | 0.5% | −3,100−22.1% | Reduced | – |
| Northern LTS FD Tr IV66537J507 | BROOKSTONE DIVID | 23,098 | $729.5K | 0.5% | −15−0.1% | Reduced | – |
| Northern LTS FD Tr IV66537J705 | BROOKSTONE VALUE | 22,875 | $697.9K | 0.4% | −20.0% | Reduced | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 14,721 | $676.6K | 0.4% | +5,473+59.2% | Added | – |
| HONHoneywell International Inc | COM | 2,959 | $668.5K | 0.4% | +70+2.4% | Added | History |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 10,875 | $639.4K | 0.4% | +6,270+136.2% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 994 | $618.1K | 0.4% | +35+3.6% | Added | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 14,454 | $610.7K | 0.4% | +25+0.2% | Added | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 16,253 | $608.9K | 0.4% | +571+3.6% | Added | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 12,031 | $585.6K | 0.4% | +3,628+43.2% | Added | – |
| BlackRock ETF Trust II092528504 | ISHARES AAA CLO | 11,069 | $573.0K | 0.4% | +11,069 | New | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 897 | $525.7K | 0.3% | +43+5.0% | Added | History |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 13,995 | $513.7K | 0.3% | −7,684−35.4% | Reduced | – |
| VanEck ETF Trust92189H748 | CLO ETF | 9,588 | $506.0K | 0.3% | +9,588 | New | – |
| WCNWaste Connections, Inc. | COM | 2,840 | $487.4K | 0.3% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 6,753 | $472.7K | 0.3% | −167−2.4% | Reduced | – |
| ABBVAbbVie Inc. | Stock | 2,483 | $441.2K | 0.3% | +19+0.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,993 | $437.1K | 0.3% | −36−1.8% | Reduced | History |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 13,667 | $422.0K | 0.3% | −811−5.6% | Reduced | – |
| LOWLowes Companies Inc | Stock | 1,559 | $384.7K | 0.2% | −1,000−39.1% | Reduced | History |
| WMTWalmart Inc. | Stock | 4,085 | $369.1K | 0.2% | −159−3.7% | Reduced | History |
| Innovator ETFs Trust45782C581 | US EQTY BUF NOV | 9,208 | $361.6K | 0.2% | +9,208 | New | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 4,109 | $361.2K | 0.2% | −249−5.7% | Reduced | – |
| Innovator ETFs Trust45782C698 | US EQUT BUFR AUG | 8,228 | $358.6K | 0.2% | +9+0.1% | Added | – |
| Innovator ETFs Trust45782C425 | US EQT ULTRA BFR | 10,702 | $356.1K | 0.2% | +3,931+58.1% | Added | – |
| Innovator ETFs Trust45782C805 | US EQT ULTRA BF | 11,418 | $352.1K | 0.2% | +4,229+58.8% | Added | – |
| CMICummins Inc | Stock | 1,000 | $348.6K | 0.2% | −9−0.9% | Reduced | History |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 7,838 | $336.3K | 0.2% | +5+0.1% | Added | – |
| Invesco Actively Managed Exc46090A721 | AAA CLO FLTNG RT | 12,982 | $332.9K | 0.2% | +12,982 | New | – |
| JNJJohnson & Johnson | Stock | 2,224 | $321.8K | 0.2% | +92+4.3% | Added | History |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 12,878 | $317.5K | 0.2% | +4,712+57.7% | Added | – |
| UNPUnion Pacific Corp | Stock | 1,390 | $317.1K | 0.2% | −879−38.7% | Reduced | History |
| BXBlackstone Inc. | COM | 1,829 | $315.3K | 0.2% | +275+17.7% | Added | History |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 8,729 | $314.2K | 0.2% | +1,968+29.1% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 15,059 | $311.0K | 0.2% | +36+0.2% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 15,940 | $310.5K | 0.2% | +51+0.3% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 15,969 | $310.3K | 0.2% | +36+0.2% | Added | – |
| Innovator ETFs Trust45782C466 | GRWT100 PWR BF | 6,446 | $310.0K | 0.2% | +1,724+36.5% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 15,342 | $308.8K | 0.2% | +25+0.2% | Added | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 5,763 | $296.1K | 0.2% | −22−0.4% | Reduced | – |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 6,398 | $293.7K | 0.2% | +1,426+28.7% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 5,700 | $291.5K | 0.2% | −114−2.0% | Reduced | – |
| Innovator ETFs Trust45784N700 | EQUITY DEFIN 1YR | 11,502 | $290.5K | 0.2% | +11,502 | New | – |
| METAMeta Platforms, Inc. | Stock | 495 | $289.8K | 0.2% | 00.0% | Unchanged | History |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 11,259 | $287.3K | 0.2% | +597+5.6% | Added | – |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 6,400 | $282.8K | 0.2% | +649+11.3% | Added | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 13,197 | $278.1K | 0.2% | +957+7.8% | Added | – |
| Innovator U.S. Equity Buffer ETF - October45782C771 | ETF | 6,409 | $277.0K | 0.2% | +6,409 | New | – |
| KEYSKeysight Technologies, Inc. | Stock | 1,721 | $276.5K | 0.2% | −7−0.4% | Reduced | History |
| Vanguard Financials ETF92204A405 | ETF | 2,254 | $266.1K | 0.2% | 00.0% | Unchanged | – |
| LLYEli Lilly & Co | Stock | 344 | $265.7K | 0.2% | −25−6.8% | Reduced | History |
| Series Portfolios Tr81752T528 | ELDRIDGE BBB B | 9,856 | $265.6K | 0.2% | +9,856 | New | – |
Sold out since Q3 2024 (4)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| Innovator ETFs Trust45782C755 | US EQTY BUFR JUN | 9,977 | $406.1K | 0.3% | – |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 9,315 | $390.9K | 0.3% | – |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 6,131 | $267.8K | 0.2% | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 11,115 | $234.7K | 0.2% | – |