Chris Bulman Inc
- SEC CIK
- 0002032404
- Latest filing
- Jul 22, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 14, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 149
- +7 vs. Q3 2025
- Portfolio value
- $226.1M
- +$26.4M (+13.2%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 28,690 | $18.0M | 8.0% | +6,241+27.8% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 27,093 | $16.6M | 7.4% | +2,873+11.9% | Added | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 188,670 | $13.1M | 5.8% | +47,781+33.9% | Added | – |
| AAPLApple Inc. | Stock | 47,062 | $12.8M | 5.7% | +481+1.0% | Added | History |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 225,480 | $7.72M | 3.4% | +8,559+3.9% | Added | – |
| First Tr Exchange Traded FD33738R662 | INTL DEV STRNGTH | 182,135 | $7.31M | 3.2% | +19,729+12.1% | Added | – |
| Innovator ETFs Trust45782C748 | US EQTY PWR BUF | 156,559 | $6.56M | 2.9% | +650.0% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 27,858 | $6.12M | 2.7% | +2,007+7.8% | Added | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 72,598 | $5.59M | 2.5% | +8,162+12.7% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 11,408 | $5.57M | 2.5% | +60+0.5% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 29,077 | $5.55M | 2.5% | +1,324+4.8% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 18,671 | $4.82M | 2.1% | +1,030+5.8% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 159,619 | $4.38M | 1.9% | −58,979−27.0% | Reduced | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 111,670 | $4.28M | 1.9% | +19,587+21.3% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 38,085 | $3.41M | 1.5% | +1,808+5.0% | Added | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 74,577 | $3.26M | 1.4% | +5,502+8.0% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 41,014 | $3.19M | 1.4% | +7,403+22.0% | Added | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 63,003 | $3.03M | 1.3% | +11,340+21.9% | Added | – |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 68,823 | $3.02M | 1.3% | +18,407+36.5% | Added | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 64,609 | $2.79M | 1.2% | +3,147+5.1% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 41,287 | $2.78M | 1.2% | +1,878+4.8% | Added | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 69,957 | $2.77M | 1.2% | +1,627+2.4% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 11,048 | $2.72M | 1.2% | +319+3.0% | Added | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 63,976 | $2.61M | 1.2% | −6,319−9.0% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 25,838 | $2.58M | 1.1% | +6,100+30.9% | Added | – |
| Innovator ETFs Trust45782C557 | US EQTY BUF DEC | 50,608 | $2.51M | 1.1% | +7,483+17.4% | Added | – |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 57,698 | $2.50M | 1.1% | +16,368+39.6% | Added | – |
| TSLATesla, Inc. | Stock | 5,469 | $2.46M | 1.1% | +14+0.3% | Added | History |
| Victory Portfolios II92647N527 | CORE BD ETF | 44,961 | $2.13M | 0.9% | +8,374+22.9% | Added | – |
| Innovator ETFs Trust45782C367 | INTRNL DEV APRL | 59,599 | $1.84M | 0.8% | +1,578+2.7% | Added | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 36,149 | $1.81M | 0.8% | +6,745+22.9% | Added | – |
| Innovator ETFs Trust45782C573 | US EQTY PWR BUF | 42,067 | $1.76M | 0.8% | +21,294+102.5% | Added | – |
| Innovator ETFs Trust45783Y855 | DEFINED WLT SHLD | 51,506 | $1.73M | 0.8% | +865+1.7% | Added | – |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 41,984 | $1.65M | 0.7% | +1,076+2.6% | Added | – |
| COSTCostco Wholesale Corp | Stock | 1,785 | $1.54M | 0.7% | −66−3.6% | Reduced | History |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 35,056 | $1.46M | 0.6% | +474+1.4% | Added | – |
| iShares Tr46434V860 | TRS FLT RT BD | 27,499 | $1.39M | 0.6% | +2,003+7.9% | Added | – |
| MSFTMicrosoft Corp | Stock | 2,700 | $1.31M | 0.6% | +246+10.0% | Added | History |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 27,958 | $1.30M | 0.6% | −3,755−11.8% | Reduced | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 33,024 | $1.29M | 0.6% | +451+1.4% | Added | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 28,343 | $1.27M | 0.6% | +155+0.5% | Added | – |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 28,461 | $1.18M | 0.5% | +377+1.3% | Added | – |
| Innovator ETFs Trust45782C391 | US EQTY BUFR MAR | 20,362 | $1.08M | 0.5% | −765−3.6% | Reduced | – |
| Innovator ETFs Trust45782C433 | US EQTY BUFR FEB | 21,367 | $1.04M | 0.5% | −6,101−22.2% | Reduced | – |
| INTUIntuit Inc. | Stock | 1,557 | $1.03M | 0.5% | +22+1.4% | Added | History |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 20,154 | $992.6K | 0.4% | +1,231+6.5% | Added | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 20,854 | $960.1K | 0.4% | +2,578+14.1% | Added | – |
| iShares Tr46436E841 | IBONDS 27 TRM TS | 42,363 | $951.9K | 0.4% | +42,363 | New | – |
| iShares Tr46436E825 | IBONDS 29 TRM TS | 43,267 | $949.5K | 0.4% | +43,267 | New | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,766 | $927.5K | 0.4% | +1,018+58.2% | Added | – |
| NVDANVIDIA Corp | Stock | 4,771 | $889.8K | 0.4% | +1,131+31.1% | Added | History |
| Innovator ETFs Trust45782C698 | US EQUT BUFR AUG | 17,743 | $887.9K | 0.4% | +1,295+7.9% | Added | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 18,556 | $872.5K | 0.4% | +359+2.0% | Added | – |
| ALLAllstate Corp | Stock | 4,166 | $867.2K | 0.4% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45782C581 | US EQTY BUF NOV | 18,682 | $830.7K | 0.4% | +18,682 | New | – |
| GOOGLAlphabet Inc. | Stock | 2,608 | $816.4K | 0.4% | +495+23.4% | Added | History |
| Northern LTS FD Tr IV66537J606 | BROOKSTONE GRWTH | 20,098 | $806.5K | 0.4% | +704+3.6% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 9,726 | $780.2K | 0.3% | −220−2.2% | Reduced | – |
| First Tr Exchng Traded FD VI33740F888 | SMIT UNCO BD ETF | 30,039 | $756.1K | 0.3% | +6,103+25.5% | Added | – |
| Vanguard Information Technology ETF92204A702 | ETF | 997 | $751.5K | 0.3% | +3+0.3% | Added | – |
| First Tr Exchng Traded FD VI33740F565 | INNOVATION LEAD | 22,665 | $747.7K | 0.3% | +8,039+55.0% | Added | – |
| iShares Tr46436E833 | IBONDS 28 TRM TS | 32,306 | $722.5K | 0.3% | +32,306 | New | – |
| Northern LTS FD Tr IV66537J705 | BROOKSTONE VALUE | 21,519 | $697.4K | 0.3% | +1,375+6.8% | Added | – |
| Innovator U.S. Equity Buffer ETF - October45782C771 | ETF | 13,655 | $674.9K | 0.3% | +13,655 | New | – |
| Innovator ETFs Trust45784N775 | EQUITY DEF PROTN | 26,589 | $674.8K | 0.3% | −287−1.1% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 2,892 | $667.5K | 0.3% | +268+10.2% | Added | History |
| Northern LTS FD Tr IV66537J507 | BROOKSTONE DIVID | 22,030 | $661.3K | 0.3% | +1,602+7.8% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 965 | $658.1K | 0.3% | +5+0.5% | Added | History |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 15,623 | $639.6K | 0.3% | −30−0.2% | Reduced | – |
| First Tr Exchng Traded FD VI33740U752 | FT VEST NASD ETF | 17,418 | $624.3K | 0.3% | +6,052+53.2% | Added | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 11,586 | $597.4K | 0.3% | 00.0% | Unchanged | – |
| Innovator ETFs Trust45784N700 | EQUITY DEFIN 1YR | 20,773 | $557.5K | 0.2% | +4,654+28.9% | Added | – |
| PLTRPalantir Technologies Inc. | Stock | 2,872 | $510.5K | 0.2% | +9+0.3% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 738 | $505.5K | 0.2% | +1+0.1% | Added | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 8,473 | $497.6K | 0.2% | 00.0% | Unchanged | – |
| First Tr Exchng Traded FD VI33740F169 | FT VEST INTL ETF | 20,736 | $461.2K | 0.2% | +10,028+93.6% | Added | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 15,715 | $443.8K | 0.2% | +3,979+33.9% | Added | – |
| ABBVAbbVie Inc. | Stock | 1,870 | $427.2K | 0.2% | +133+7.7% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,643 | $415.0K | 0.2% | +1,471+28.4% | Added | – |
| First Tr Exchange-Traded FD33734X838 | INDXX NAT RE ETF | 26,036 | $408.0K | 0.2% | +5,162+24.7% | Added | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 7,968 | $407.8K | 0.2% | +3,678+85.7% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 3,795 | $404.9K | 0.2% | −376−9.0% | Reduced | – |
| Innovator ETFs Trust45784N106 | EQUITY DEFINED P | 14,504 | $388.4K | 0.2% | −311−2.1% | Reduced | – |
| Innovator ETFs Trust45784N809 | EQUI DEFI 1 NOVE | 14,248 | $380.1K | 0.2% | +5,416+61.3% | Added | – |
| Innovator U.S. Equity Ultra Buffer ETF - October45782C821 | ETF | 9,002 | $351.5K | 0.2% | +9,002 | New | – |
| XOMExxonMobil Holdings Corp | COM | 2,889 | $347.8K | 0.2% | −26−0.9% | Reduced | History |
| KEYSKeysight Technologies, Inc. | Stock | 1,697 | $344.9K | 0.2% | −8−0.5% | Reduced | History |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 6,085 | $344.5K | 0.2% | 00.0% | Unchanged | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,658 | $344.4K | 0.2% | +73+2.0% | Added | – |
| HONHoneywell International Inc | COM | 1,747 | $340.8K | 0.2% | +58+3.4% | Added | History |
| First Tr Exchng Traded FD VI33740U612 | VEST US EQUITY M | 10,042 | $331.9K | 0.1% | −624−5.9% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 958 | $331.6K | 0.1% | +55+6.1% | Added | History |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 6,866 | $329.4K | 0.1% | −171−2.4% | Reduced | – |
| AXPAmerican Express Co | Stock | 884 | $327.2K | 0.1% | −5−0.6% | Reduced | History |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 5,668 | $324.4K | 0.1% | +45+0.8% | Added | – |
| Vanguard Financials ETF92204A405 | ETF | 2,296 | $306.5K | 0.1% | 00.0% | Unchanged | – |
| METAMeta Platforms, Inc. | Stock | 458 | $302.4K | 0.1% | +144+45.9% | Added | History |
| CATCaterpillar Inc | Stock | 524 | $300.5K | 0.1% | +32+6.5% | Added | History |
| First Tr Exchange-Traded FD33734X739 | BLOOMBERG AI ETF | 7,240 | $297.3K | 0.1% | +7,240 | New | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 5,160 | $293.1K | 0.1% | +22+0.4% | Added | – |
Sold out since Q3 2025 (17)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 30,825 | $1.57M | 0.8% | – |
| BlackRock ETF Trust II092528504 | ISHARES AAA CLO | 7,682 | $399.2K | 0.2% | – |
| Invesco Actively Managed Exc46090A721 | AAA CLO FLTNG RT | 14,581 | $373.4K | 0.2% | – |
| Innovator ETFs Trust45782C839 | US EQT ULTRA BF | 9,287 | $353.9K | 0.2% | – |
| VanEck ETF Trust92189H748 | CLO ETF | 6,524 | $346.4K | 0.2% | – |
| Innovator Equity Defined Protection ETF - 6MO Jan/Jul45783Y244 | ETF | 11,036 | $316.2K | 0.2% | – |
| ORCLOracle Corp | Stock | 914 | $257.2K | 0.1% | History |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 5,302 | $242.1K | 0.1% | – |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 11,329 | $237.1K | 0.1% | – |
| Innovator ETFs Trust45782C375 | US EQT ULTRA BF | 6,038 | $235.5K | 0.1% | – |
| Innovator ETFs Trust45782C730 | US EQT ULTRA BF | 6,379 | $234.1K | 0.1% | – |
| Series Portfolios Tr81752T528 | ELDRIDGE BBB B | 8,248 | $221.2K | 0.1% | – |
| IBITiShares Bitcoin Trust ETF | ETF | 3,211 | $208.7K | 0.1% | History |
| VZVerizon Communications Inc | Stock | 4,720 | $207.5K | 0.1% | History |
| ORealty Income Corp | REIT | 3,413 | $207.5K | 0.1% | History |
| ESEversource Energy | Stock | 2,847 | $202.5K | 0.1% | History |
| DOCHealthpeak Properties, Inc. | COM | 10,328 | $197.8K | 0.1% | History |