Chris Bulman Inc

CIK 0002032404 • 7 13F filings • Apr 15, 2025 – Oct 20, 2026

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Filer information

Filed by: Chris Bulman Inc, Compliance Consultant
Address: 3400 DOUGLAS BLVD., SUITE 150, ROSEVILLE, CA, 95661
Phone: 8594021511
AUM: $226.1M

AUM over time

$285.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $175.4M100 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$418K	0.2%Prev: 0.2%	2,253 SH	Decreased+270 SH
ADVANCED MICRO DEVICES INC	COM	$204K	0.1%	1,435 SH	New
ALLSTATE CORP	COM	$839K	0.5%Prev: 0.4%	4,166 SH	Decreased
ALPHABET INC	CAP STK CL A	$326K	0.2%Prev: 0.4%	1,851 SH	Decreased-1,129 SH
AMAZON COM INC	COM	$511K	0.3%Prev: 0.2%	2,328 SH	Decreased-406 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$3.7M	2.1%Prev: 2.8%	53,503 SH	Decreased-25,054 SH
AMERICAN EXPRESS CO	COM	$262K	0.1%Prev: 0.1%	822 SH	Increased+20 SH
APPLE INC	COM	$9.8M	5.6%Prev: 5.0%	47,951 SH	Decreased+2,834 SH
AT&T INC	COM	$264K	0.2%Prev: 0.1%	9,109 SH	Increased+2,204 SH
BLACKROCK ETF TRUST II	ISHARES AAA CLO	$521K	0.3%	10,043 SH	New
BROADCOM INC	COM	$203K	0.1%Prev: 0.1%	735 SH	Decreased-300 SH
COSTCO WHSL CORP NEW	COM	$1.8M	1.0%	1,842 SH	New
CUMMINS INC	COM	$328K	0.2%Prev: 0.1%	1,002 SH	Increased+622 SH
DBX ETF TR	XTRACK MSCI EAFE	$1.4M	0.8%Prev: 1.6%	32,263 SH	Decreased-40,745 SH
ELI LILLY & CO	COM	$356K	0.2%	457 SH	New
EXXON MOBIL CORP	COM	$290K	0.2%Prev: 0.2%	2,693 SH	Decreased+101 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$1.1M	0.6%Prev: 0.4%	23,539 SH	Increased+5,300 SH
FIRST TR EXCHANGE TRADED FD	INTL DEV STRNGTH	$5.7M	3.3%Prev: 1.8%	145,008 SH	Increased+37,179 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$5.4M	3.0%Prev: 6.4%	85,278 SH	Decreased-129,990 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$907K	0.5%Prev: 0.8%	18,407 SH	Decreased-20,149 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$2.1M	1.2%	59,920 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$7.1M	4.0%Prev: 4.1%	223,478 SH	Decreased-59,489 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$244K	0.1%Prev: 0.1%	7,889 SH	Decreased+78 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST NASD 100	$215K	0.1%Prev: 0.1%	9,602 SH	Decreased-121 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$286K	0.2%Prev: 0.1%	7,033 SH	Increased+335 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$2.0M	1.2%Prev: 1.3%	52,593 SH	Decreased-20,377 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$200K	0.1%Prev: 0.2%	4,290 SH	Decreased-3,219 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$3.7M	2.1%Prev: 2.5%	92,896 SH	Decreased-39,273 SH
FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$451K	0.3%Prev: 0.3%	18,130 SH	Decreased-11,433 SH
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY M	$426K	0.2%Prev: 0.1%	13,262 SH	Increased+3,732 SH
FORD MTR CO	COM	$182K	0.1%Prev: 0.1%	16,778 SH	Increased+5,410 SH
GILEAD SCIENCES INC	COM	$232K	0.1%Prev: 0.1%	2,092 SH	Increased+529 SH
HONEYWELL INTL INC	COM	$393K	0.2%Prev: 0.1%	1,687 SH	Increased+360 SH
HUNTINGTON BANCSHARES INC	COM	$182K	0.1%Prev: 0.1%	10,851 SH	Increased-303 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$1.8M	1.0%Prev: 0.7%	56,170 SH	Increased+5,754 SH
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$854K	0.5%Prev: 0.3%	35,043 SH	Increased+10,740 SH
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$299K	0.2%Prev: 0.2%	11,502 SH	Decreased-9,076 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$1.2M	0.7%Prev: 0.5%	44,874 SH	Decreased-759 SH
INNOVATOR ETFS TRUST	INTRNL DEV APRL	$1.7M	1.0%Prev: 0.8%	59,254 SH	Decreased-1,939 SH
INNOVATOR ETFS TRUST	US EQT BUFR APR	$594K	0.3%Prev: 0.1%	13,156 SH	Increased+6,651 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$1.7M	0.9%Prev: 0.6%	44,472 SH	Increased+11,399 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$539K	0.3%Prev: 0.2%	15,194 SH	Increased+6,580 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BFR	$262K	0.1%Prev: 0.1%	7,634 SH	Decreased-1,213 SH
INNOVATOR ETFS TRUST	US EQTY BUF DEC	$2.3M	1.3%Prev: 1.1%	50,458 SH	Decreased-965 SH
INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$1.2M	0.7%Prev: 0.7%	27,978 SH	Decreased-6,510 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$476K	0.3%Prev: 0.3%	9,487 SH	Decreased-4,990 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAR	$1.3M	0.8%Prev: 0.6%	26,937 SH	Increased+2,833 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$1.8M	1.0%Prev: 1.1%	44,459 SH	Decreased-12,955 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$22.0M	12.5%Prev: 11.4%	548,491 SH	Decreased-69,574 SH
INTUIT	COM	$1.2M	0.7%	1,529 SH	New
INVESCO ACTIVELY MANAGED EXC	AAA CLO FLTNG RT	$471K	0.3%	18,425 SH	New
INVESCO QQQ TR	UNIT SER 1	$12.0M	6.9%Prev: 5.8%	21,834 SH	Decreased-990 SH
ISHARES INC	CORE MSCI EMKT	$2.9M	1.7%Prev: 1.2%	48,952 SH	Increased+10,526 SH
ISHARES TR	CORE MSCI EAFE	$3.8M	2.2%Prev: 1.4%	46,076 SH	Increased+10,689 SH
ISHARES TR	CORE S&P MCP ETF	$261K	0.1%Prev: 0.1%	4,214 SH	Decreased-24 SH
ISHARES TR	CORE S&P SCP ETF	$242K	0.1%Prev: 0.1%	2,211 SH	Decreased-116 SH
ISHARES TR	CORE S&P500 ETF	$458K	0.3%Prev: 0.2%	737 SH	Decreased-70 SH
ISHARES TR	CORE US AGGBD ET	$2.6M	1.5%Prev: 1.0%	25,959 SH	Increased+4,037 SH
ISHARES TR	MSCI USA MIN VOL	$354K	0.2%Prev: 0.1%	3,775 SH	Increased+1,059 SH
ISHARES TR	RUSSELL 2000 ETF	$2.8M	1.6%Prev: 1.1%	13,022 SH	Increased+2,898 SH
ISHARES TR	TRS FLT RT BD	$1.6M	0.9%Prev: 0.6%	32,548 SH	Increased+7,275 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$325K	0.2%Prev: 0.2%	5,718 SH	Decreased-1,872 SH
JACOBS SOLUTIONS INC	COM	$233K	0.1%Prev: 0.1%	1,769 SH	Increased
JANUS DETROIT STR TR	HENDRSON AAA CL	$2.0M	1.1%	39,147 SH	New
KEYSIGHT TECHNOLOGIES INC	COM	$281K	0.2%Prev: 0.2%	1,712 SH	Decreased+22 SH
LOWES COS INC	COM	$380K	0.2%Prev: 0.1%	1,712 SH	Increased+556 SH
MCDONALDS CORP	COM	$204K	0.1%Prev: 0.1%	699 SH	Decreased+18 SH
META PLATFORMS INC	CL A	$534K	0.3%Prev: 0.1%	724 SH	Increased+271 SH
MICROSOFT CORP	COM	$1.5M	0.8%Prev: 0.4%	2,928 SH	Increased+369 SH
NORTHERN LTS FD TR IV	BROOKSTONE ACTIV	$273K	0.2%Prev: 0.1%	8,560 SH	Increased+930 SH
NORTHERN LTS FD TR IV	BROOKSTONE DIVID	$718K	0.4%Prev: 0.3%	23,236 SH	Increased+1,718 SH
NORTHERN LTS FD TR IV	BROOKSTONE GRWTH	$803K	0.5%Prev: 0.3%	22,131 SH	Increased+2,473 SH
NORTHERN LTS FD TR IV	BROOKSTONE OPPOR	$268K	0.2%Prev: 0.1%	8,579 SH	Increased+924 SH
NORTHERN LTS FD TR IV	BROOKSTONE VALUE	$730K	0.4%Prev: 0.3%	22,965 SH	Increased+1,919 SH
NORTHERN LTS FD TR IV	BROOKSTONE YIELD	$266K	0.2%Prev: 0.1%	9,807 SH	Increased+994 SH
NVIDIA CORPORATION	COM	$1.7M	1.0%Prev: 0.5%	11,014 SH	Increased+4,941 SH
ORACLE CORP	COM	$216K	0.1%	989 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$375K	0.2%Prev: 0.1%	2,749 SH	Increased+478 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.5M	2.6%Prev: 2.4%	169,455 SH	Decreased-8,793 SH
SELECT SECTOR SPDR TR	INDL	$239K	0.1%	1,619 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$559K	0.3%	905 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$595K	0.3%	8,185 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$326K	0.2%	3,424 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$216K	0.1%	4,120 SH	New
TESLA INC	COM	$1.2M	0.7%Prev: 1.0%	3,931 SH	Decreased-2,485 SH
VANECK ETF TRUST	CLO ETF	$469K	0.3%	8,852 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$1.6M	0.9%Prev: 1.5%	20,579 SH	Decreased-22,841 SH
VANGUARD INDEX FDS	GROWTH ETF	$6.0M	3.4%Prev: 2.1%	13,637 SH	Increased+2,870 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.9M	5.7%Prev: 7.6%	17,463 SH	Decreased-11,719 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.4M	2.5%Prev: 2.1%	18,512 SH	Decreased+231 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$279K	0.2%Prev: 0.5%	916 SH	Decreased-2,573 SH
VANGUARD INDEX FDS	VALUE ETF	$5.8M	3.3%Prev: 2.3%	32,932 SH	Increased+6,011 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$498K	0.3%Prev: 0.2%	8,473 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.0M	3.4%Prev: 2.5%	29,245 SH	Increased+2,732 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$278K	0.2%Prev: 0.2%	4,871 SH	Decreased-2,064 SH
VANGUARD WORLD FD	FINANCIALS ETF	$287K	0.2%Prev: 0.1%	2,254 SH	Increased-42 SH
VANGUARD WORLD FD	INF TECH ETF	$659K	0.4%Prev: 0.3%	994 SH	Decreased-36 SH
VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$1.1M	0.6%Prev: 1.0%	22,534 SH	Decreased-24,953 SH
WALMART INC	COM	$426K	0.2%	4,360 SH	New
WASTE CONNECTIONS INC	COM	$405K	0.2%	2,169 SH	New

Sold (vs prior filing)

AMGEN INC — $210K
APPLIED MATLS INC — $320K
BLACKROCK ETF TRUST II — $238K
CATERPILLAR INC — $322K
COSTCO WHOLESALE CORPORATION — $1.4M
EDISON INTL — $218K
FIRST TR EXCHANGE TRADED FD — $5.5M
FIRST TR EXCHANGE-TRADED FD — $236K
FIRST TR EXCHANGE-TRADED FD — $259K
FIRST TR EXCHANGE-TRADED FD — $244K
FIRST TR EXCHANGE-TRADED FD — $465K
FIRST TR EXCHANGE-TRADED FD — $4.8M
FIRST TR EXCHNG TRADED FD VI — $597K
INNOVATOR ETFS TRUST — $806K
INNOVATOR ETFS TRUST — $451K
INNOVATOR ETFS TRUST — $631K
INNOVATOR ETFS TRUST — $233K
INNOVATOR ETFS TRUST — $201K
INNOVATOR ETFS TRUST — $573K
INNOVATOR ETFS TRUST — $246K
… and 20 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 14, 2026	Q4 2025	13F-HR	0002032404-26-000001	$226.1M	View
Oct 20, 2026	Q3 2026	13F-HR	0002032404-26-000009	$285.3M	View
Oct 20, 2025	Q3 2025