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: $199.7M115 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$402K	0.2%Prev: 0.2%	1,737 SH	Decreased-266 SH
ALLSTATE CORP	COM	$894K	0.4%Prev: 0.4%	4,166 SH	Decreased
ALPHABET INC	CAP STK CL A	$514K	0.3%Prev: 0.4%	2,113 SH	Decreased-1,021 SH
AMAZON COM INC	COM	$576K	0.3%Prev: 0.3%	2,624 SH	Decreased-634 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$4.8M	2.4%Prev: 3.2%	64,436 SH	Decreased-27,498 SH
AMERICAN EXPRESS CO	COM	$295K	0.1%	889 SH	New
APPLE INC	COM	$11.9M	5.9%Prev: 5.2%	46,581 SH	Decreased-2,938 SH
APPLIED MATLS INC	COM	$201K	0.1%Prev: 0.1%	980 SH	Decreased+416 SH
AT&T INC	COM	$291K	0.1%	10,312 SH	New
BLACKROCK ETF TRUST II	ISHARES AAA CLO	$399K	0.2%	7,682 SH	New
BROADCOM INC	COM	$298K	0.1%Prev: 0.2%	903 SH	Decreased-426 SH
CATERPILLAR INC	COM	$235K	0.1%Prev: 0.1%	492 SH	Increased+275 SH
COSTCO WHSL CORP NEW	COM	$1.7M	0.9%	1,851 SH	New
CUMMINS INC	COM	$213K	0.1%Prev: 0.1%	504 SH	Decreased+126 SH
DBX ETF TR	XTRACK MSCI EAFE	$2.4M	1.2%Prev: 1.8%	51,663 SH	Decreased-36,820 SH
EVERSOURCE ENERGY	COM	$203K	0.1%Prev: 0.1%	2,847 SH	Decreased-1,104 SH
EXXON MOBIL CORP	COM	$329K	0.2%Prev: 0.1%	2,915 SH	Increased+1,335 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$845K	0.4%Prev: 0.3%	18,276 SH	Increased+2,004 SH
FIRST TR EXCHANGE TRADED FD	INDXX NAT RE ETF	$317K	0.2%	20,874 SH	New
FIRST TR EXCHANGE TRADED FD	INTL DEV STRNGTH	$6.2M	3.1%Prev: 1.6%	162,406 SH	Increased+56,492 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$9.5M	4.7%Prev: 6.9%	140,889 SH	Decreased-92,947 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.5M	0.7%Prev: 0.8%	29,404 SH	Decreased-12,495 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$3.5M	1.8%	92,083 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$8.2M	4.1%	250,731 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$253K	0.1%Prev: 0.1%	7,854 SH	Decreased+73 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST NASD 100	$222K	0.1%Prev: 0.1%	9,514 SH	Decreased-209 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$290K	0.1%Prev: 0.1%	6,967 SH	Increased+574 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$2.0M	1.0%Prev: 1.1%	51,028 SH	Decreased-21,361 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$211K	0.1%Prev: 0.1%	4,290 SH	Decreased-3,219 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$4.6M	2.3%Prev: 2.6%	106,294 SH	Decreased-44,350 SH
FIRST TR EXCHNG TRADED FD VI	INNOVATION LEAD	$474K	0.2%Prev: 0.3%	14,626 SH	Decreased-6,944 SH
FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$603K	0.3%	23,936 SH	New
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY M	$348K	0.2%Prev: 0.1%	10,666 SH	Increased+1,284 SH
FORD MTR CO	COM	$212K	0.1%	17,727 SH	New
HEALTHPEAK PROPERTIES INC	COM	$198K	0.1%	10,328 SH	New
HONEYWELL INTL INC	COM	$356K	0.2%	1,689 SH	New
HUNTINGTON BANCSHARES INC	COM	$202K	0.1%	11,698 SH	New
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$1.7M	0.8%Prev: 0.7%	50,641 SH	Decreased-8,166 SH
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$671K	0.3%Prev: 0.2%	26,876 SH	Increased+3,382 SH
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$428K	0.2%Prev: 0.2%	16,119 SH	Decreased-4,195 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$1.4M	0.7%	51,548 SH	New
INNOVATOR ETFS TRUST	INTRNL DEV APRL	$1.7M	0.9%Prev: 0.7%	58,021 SH	Decreased-2,872 SH
INNOVATOR ETFS TRUST	US EQT BUFR APR	$330K	0.2%Prev: 0.2%	7,037 SH	Decreased-3,331 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$1.2M	0.6%Prev: 0.5%	32,573 SH	Decreased-1,477 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$1.1M	0.5%Prev: 0.4%	27,693 SH	Decreased+1,408 SH
INNOVATOR ETFS TRUST	US EQTY BUF DEC	$2.1M	1.0%Prev: 0.9%	43,125 SH	Decreased-1,516 SH
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$914K	0.5%Prev: 0.3%	18,923 SH	Increased+5,857 SH
INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$1.3M	0.6%Prev: 0.6%	27,468 SH	Decreased-5,698 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$502K	0.3%Prev: 0.1%	10,117 SH	Increased+4,242 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$464K	0.2%Prev: 0.3%	10,136 SH	Decreased-5,379 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAR	$1.1M	0.5%Prev: 0.7%	21,127 SH	Decreased-9,903 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$2.6M	1.3%Prev: 0.9%	61,462 SH	Increased+4,475 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$23.1M	11.6%Prev: 10.1%	554,811 SH	Decreased-63,343 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$235K	0.1%	6,078 SH	New
INNOVATOR ETFS TRUST	US EQUT BUFR AUG	$806K	0.4%Prev: 0.2%	16,448 SH	Increased+5,989 SH
INTUIT	COM	$1.0M	0.5%	1,535 SH	New
INVESCO ACTIVELY MANAGED EXC	AAA CLO FLTNG RT	$373K	0.2%	14,581 SH	New
INVESCO EXCH TRADED FD TR II	SR LN ETF	$237K	0.1%	11,329 SH	New
INVESCO QQQ TR	UNIT SER 1	$14.5M	7.3%Prev: 6.8%	24,220 SH	Decreased-1,246 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$209K	0.1%	3,211 SH	New
ISHARES INC	CORE MSCI EMKT	$2.6M	1.3%Prev: 1.0%	39,409 SH	Decreased+4,757 SH
ISHARES TR	CORE MSCI EAFE	$3.2M	1.6%Prev: 1.1%	36,277 SH	Increased+3,925 SH
ISHARES TR	CORE S&P MCP ETF	$273K	0.1%Prev: 0.1%	4,180 SH	Decreased-58 SH
ISHARES TR	CORE S&P SCP ETF	$263K	0.1%Prev: 0.1%	2,211 SH	Decreased-116 SH
ISHARES TR	CORE S&P500 ETF	$493K	0.2%Prev: 0.4%	737 SH	Decreased-819 SH
ISHARES TR	CORE US AGGBD ET	$2.0M	1.0%Prev: 0.7%	19,738 SH	Increased+144 SH
ISHARES TR	MSCI USA MIN VOL	$341K	0.2%	3,585 SH	New
ISHARES TR	RUSSELL 2000 ETF	$2.6M	1.3%Prev: 1.0%	10,729 SH	Decreased+1,621 SH
ISHARES TR	TRS FLT RT BD	$1.3M	0.6%Prev: 0.4%	25,496 SH	Increased+2,692 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$321K	0.2%Prev: 0.1%	5,623 SH	Increased+294 SH
JACOBS SOLUTIONS INC	COM	$265K	0.1%Prev: 0.1%	1,769 SH	Increased
JANUS DETROIT STR TR	HENDERSON MTG	$242K	0.1%	5,302 SH	New
JANUS DETROIT STR TR	HENDRSON AAA CL	$1.6M	0.8%	30,825 SH	New
KEYCORP	COM	$192K	0.1%	10,278 SH	New
KEYSIGHT TECHNOLOGIES INC	COM	$298K	0.1%Prev: 0.2%	1,705 SH	Decreased+29 SH
LOWES COS INC	COM	$305K	0.2%Prev: 0.1%	1,212 SH	Increased+206 SH
MCDONALDS CORP	COM	$237K	0.1%	781 SH	New
META PLATFORMS INC	CL A	$231K	0.1%Prev: 0.1%	314 SH	Decreased-241 SH
MICROSOFT CORP	COM	$1.3M	0.6%Prev: 0.4%	2,454 SH	Increased-186 SH
NORTHERN LTS FD TR IV	BROOKSTONE ACTIV	$244K	0.1%	7,287 SH	New
NORTHERN LTS FD TR IV	BROOKSTONE DIVID	$641K	0.3%	20,428 SH	New
NORTHERN LTS FD TR IV	BROOKSTONE GRWTH	$739K	0.4%Prev: 0.3%	19,394 SH	Decreased+162 SH
NORTHERN LTS FD TR IV	BROOKSTONE OPPOR	$234K	0.1%	7,301 SH	New
NORTHERN LTS FD TR IV	BROOKSTONE VALUE	$644K	0.3%	20,144 SH	New
NORTHERN LTS FD TR IV	BROOKSTONE YIELD	$232K	0.1%	8,397 SH	New
NVIDIA CORPORATION	COM	$679K	0.3%Prev: 0.5%	3,640 SH	Decreased-2,827 SH
ORACLE CORP	COM	$257K	0.1%	914 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$522K	0.3%Prev: 0.1%	2,863 SH	Increased+406 SH
PALO ALTO NETWORKS INC	COM	$226K	0.1%	1,111 SH	New
REALTY INCOME CORP	COM	$207K	0.1%	3,413 SH	New
RTX CORPORATION	COM	$222K	0.1%	1,329 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.0M	3.0%Prev: 2.5%	218,598 SH	Decreased+4,451 SH
SELECT SECTOR SPDR TR	INDL	$250K	0.1%	1,619 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$206K	0.1%	1,478 SH	New
SERIES PORTFOLIOS TR	ELDRIDGE BBB B	$221K	0.1%	8,248 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$640K	0.3%	960 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$779K	0.4%	9,946 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$436K	0.2%	4,171 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 VL	$284K	0.1%	5,138 SH	New
TESLA INC	COM	$2.4M	1.2%Prev: 1.0%	5,455 SH	Decreased-961 SH
US BANCORP DEL	COM NEW	$205K	0.1%	4,239 SH	New
VANECK ETF TRUST	CLO ETF	$346K	0.2%	6,524 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$2.6M	1.3%Prev: 1.4%	33,611 SH	Decreased-14,653 SH
VANGUARD INDEX FDS	GROWTH ETF	$5.4M	2.7%Prev: 1.9%	11,348 SH	Increased-47,563 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$13.7M	6.9%Prev: 8.9%	22,449 SH	Decreased-12,873 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.5M	2.2%Prev: 2.0%	17,641 SH	Decreased-309 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$574K	0.3%Prev: 0.6%	1,748 SH	Decreased-2,519 SH
VANGUARD INDEX FDS	VALUE ETF	$5.2M	2.6%Prev: 2.1%	27,753 SH	Decreased+1,726 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$499K	0.2%Prev: 0.2%	8,473 SH	Increased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.6M	2.8%Prev: 2.0%	25,851 SH	Increased+2,525 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$310K	0.2%Prev: 0.3%	5,172 SH	Decreased-4,529 SH
VANGUARD WORLD FD	FINANCIALS ETF	$301K	0.2%Prev: 0.1%	2,296 SH	Decreased
VANGUARD WORLD FD	INF TECH ETF	$742K	0.4%Prev: 0.4%	994 SH	Decreased-7,246 SH
VERIZON COMMUNICATIONS INC	COM	$207K	0.1%	4,720 SH	New
VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$1.7M	0.9%	36,587 SH	New

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $209K
ALPHABET INC — $508K
AMGEN INC — $238K
ARK ETF TR — $234K
BANK OF AMER CORP — $223K
BLACKROCK ETF TRUST II — $223K
BLACKSTONE INC — $265K
COSTCO WHOLESALE CORPORATION — $1.1M
DELL TECHNOLOGIES INC — $306K
EDISON INTL — $308K
ELI LILLY & CO — $353K
FIRST TR EXCHANGE TRADED FD — $7.3M
FIRST TR EXCHANGE-TRADED FD — $399K
FIRST TR EXCHANGE-TRADED FD — $298K
FIRST TR EXCHANGE-TRADED FD — $253K
FIRST TR EXCHANGE-TRADED FD — $369K
FIRST TR EXCHANGE-TRADED FD — $292K
FIRST TR EXCHANGE-TRADED FD — $6.0M
FIRST TR EXCHNG TRADED FD VI — $8.3M
FIRST TR EXCHNG TRADED FD VI — $491K
… and 49 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