Chris Bulman Inc

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

Import this data to Google Sheets with:

=jivedata("chris-bulman-inc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $226.1M121 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$427K	0.2%Prev: 0.2%	1,870 SH	Decreased-143 SH
ALLSTATE CORP	COM	$867K	0.4%Prev: 0.3%	4,166 SH	Decreased
ALPHABET INC	CAP STK CL A	$816K	0.4%Prev: 0.4%	2,608 SH	Decreased-574 SH
AMAZON COM INC	COM	$667K	0.3%Prev: 0.3%	2,892 SH	Decreased-570 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$5.6M	2.5%Prev: 3.2%	72,598 SH	Decreased-24,697 SH
AMERICAN EXPRESS CO	COM	$327K	0.1%	884 SH	New
AMGEN INC	COM	$223K	0.1%Prev: 0.1%	681 SH	Decreased+152 SH
APPLE INC	COM	$12.8M	5.7%Prev: 5.8%	47,062 SH	Decreased-2,246 SH
APPLIED MATLS INC	COM	$275K	0.1%Prev: 0.1%	1,071 SH	Decreased+418 SH
ARK ETF TR	AUTNMUS TECHNLGY	$203K	0.1%Prev: 0.1%	1,767 SH	Decreased-5 SH
AT&T INC	COM	$202K	0.1%	8,119 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$240K	0.1%	4,550 SH	New
BROADCOM INC	COM	$332K	0.1%Prev: 0.2%	958 SH	Decreased-520 SH
CATERPILLAR INC	COM	$300K	0.1%	524 SH	New
COSTCO WHSL CORP NEW	COM	$1.5M	0.7%	1,785 SH	New
CUMMINS INC	COM	$266K	0.1%	521 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$3.0M	1.3%Prev: 1.9%	63,003 SH	Decreased-34,653 SH
ELI LILLY & CO	COM	$264K	0.1%Prev: 0.1%	246 SH	Decreased-70 SH
EXXON MOBIL CORP	COM	$348K	0.2%	2,889 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$960K	0.4%Prev: 0.2%	20,854 SH	Increased+4,425 SH
FIRST TR EXCHANGE TRADED FD	BLOOMBERG AI ETF	$297K	0.1%	7,240 SH	New
FIRST TR EXCHANGE TRADED FD	INDXX NAT RE ETF	$408K	0.2%	26,036 SH	New
FIRST TR EXCHANGE TRADED FD	INTL DEV STRNGTH	$7.3M	3.2%Prev: 1.5%	182,135 SH	Increased+78,388 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$13.1M	5.8%Prev: 7.0%	188,670 SH	Decreased-65,103 SH
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.8M	0.8%Prev: 0.7%	36,149 SH	Decreased-5,489 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$251K	0.1%Prev: 0.1%	9,558 SH	Decreased-608 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$231K	0.1%Prev: 0.1%	4,706 SH	Decreased-329 SH
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$4.3M	1.9%	111,670 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$9.3M	4.1%	279,349 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$259K	0.1%Prev: 0.1%	7,837 SH	Decreased+175 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST NASD 100	$224K	0.1%Prev: 0.1%	9,447 SH	Decreased+17 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$284K	0.1%Prev: 0.1%	6,698 SH	Decreased-391 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$2.1M	0.9%Prev: 1.1%	51,364 SH	Decreased-19,857 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$408K	0.2%Prev: 0.2%	7,968 SH	Decreased+328 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$5.0M	2.2%Prev: 2.9%	115,187 SH	Decreased-55,737 SH
FIRST TR EXCHNG TRADED FD VI	INNOVATION LEAD	$748K	0.3%Prev: 0.3%	22,665 SH	Decreased+924 SH
FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$756K	0.3%	30,039 SH	New
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY M	$332K	0.1%Prev: 0.1%	10,042 SH	Increased+673 SH
FORD MTR CO	COM	$185K	0.1%	14,106 SH	New
GILEAD SCIENCES INC	COM	$206K	0.1%Prev: 0.1%	1,677 SH	Decreased-352 SH
HONEYWELL INTL INC	COM	$341K	0.2%	1,747 SH	New
HUNTINGTON BANCSHARES INC	COM	$199K	0.1%	11,465 SH	New
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$1.7M	0.8%Prev: 0.7%	51,506 SH	Decreased-7,572 SH
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$675K	0.3%Prev: 0.2%	26,589 SH	Increased+3,801 SH
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$557K	0.2%Prev: 0.2%	20,773 SH	Decreased+4 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$1.2M	0.5%	45,680 SH	New
INNOVATOR ETFS TRUST	INTRNL DEV APRL	$1.8M	0.8%Prev: 0.7%	59,599 SH	Decreased+827 SH
INNOVATOR ETFS TRUST	US EQT BUFR APR	$329K	0.1%Prev: 0.2%	6,866 SH	Decreased-3,502 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$1.3M	0.6%Prev: 0.5%	33,024 SH	Decreased-199 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$270K	0.1%Prev: 0.3%	6,751 SH	Decreased-14,129 SH
INNOVATOR ETFS TRUST	US EQTY BUF DEC	$2.5M	1.1%Prev: 0.8%	50,608 SH	Increased+7,540 SH
INNOVATOR ETFS TRUST	US EQTY BUF NOV	$831K	0.4%Prev: 0.2%	18,682 SH	Increased+7,449 SH
INNOVATOR ETFS TRUST	US EQTY BUF OCT	$675K	0.3%	13,655 SH	New
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$993K	0.4%Prev: 0.5%	20,154 SH	Decreased-7,973 SH
INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$1.0M	0.5%Prev: 0.5%	21,367 SH	Decreased-5,446 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$235K	0.1%Prev: 0.2%	4,263 SH	Decreased-4,263 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$238K	0.1%Prev: 0.3%	4,687 SH	Decreased-13,316 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$204K	0.1%Prev: 0.3%	4,357 SH	Decreased-10,507 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAR	$1.1M	0.5%Prev: 0.5%	20,362 SH	Decreased-4,308 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$2.8M	1.2%Prev: 1.1%	64,609 SH	Decreased+183 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$25.9M	11.5%Prev: 9.8%	608,514 SH	Decreased-3,333 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$889K	0.4%Prev: 0.1%	22,619 SH	Increased+14,008 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA BU	$268K	0.1%	7,050 SH	New
INNOVATOR ETFS TRUST	US EQUT BUFR AUG	$888K	0.4%Prev: 0.4%	17,743 SH	Decreased-3,060 SH
INTUIT	COM	$1.0M	0.5%	1,557 SH	New
INVESCO QQQ TR	UNIT SER 1	$16.6M	7.4%Prev: 7.0%	27,093 SH	Decreased+139 SH
ISHARES INC	CORE MSCI EMKT	$2.8M	1.2%Prev: 0.7%	41,287 SH	Increased+16,261 SH
ISHARES TR	CORE MSCI EAFE	$3.4M	1.5%Prev: 0.9%	38,085 SH	Increased+11,703 SH
ISHARES TR	CORE S&P MCP ETF	$276K	0.1%Prev: 0.1%	4,180 SH	Decreased-58 SH
ISHARES TR	CORE S&P SCP ETF	$266K	0.1%Prev: 0.1%	2,211 SH	Decreased-39 SH
ISHARES TR	CORE S&P500 ETF	$505K	0.2%Prev: 0.4%	738 SH	Decreased-816 SH
ISHARES TR	CORE US AGGBD ET	$2.6M	1.1%Prev: 0.6%	25,838 SH	Increased+6,329 SH
ISHARES TR	IBONDS 27 TRM TS	$952K	0.4%Prev: 0.3%	42,363 SH	Increased+8,390 SH
ISHARES TR	IBONDS 28 TRM TS	$723K	0.3%Prev: 0.2%	32,306 SH	Increased+7,695 SH
ISHARES TR	IBONDS 29 TRM TS	$949K	0.4%Prev: 0.3%	43,267 SH	Increased+7,811 SH
ISHARES TR	MSCI USA MIN VOL	$344K	0.2%	3,658 SH	New
ISHARES TR	RUSSELL 2000 ETF	$2.7M	1.2%Prev: 0.8%	11,048 SH	Increased+2,881 SH
ISHARES TR	TRS FLT RT BD	$1.4M	0.6%	27,499 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$324K	0.1%Prev: 0.1%	5,668 SH	Increased+25 SH
JACOBS SOLUTIONS INC	COM	$234K	0.1%Prev: 0.1%	1,769 SH	Decreased
JOHNSON & JOHNSON	COM	$276K	0.1%Prev: 0.1%	1,333 SH	Decreased+63 SH
KEYCORP	COM	$208K	0.1%	10,076 SH	New
KEYSIGHT TECHNOLOGIES INC	COM	$345K	0.2%Prev: 0.2%	1,697 SH	Decreased+21 SH
LAS VEGAS SANDS CORP	COM	$221K	0.1%	3,395 SH	New
LOWES COS INC	COM	$285K	0.1%	1,182 SH	New
MCDONALDS CORP	COM	$240K	0.1%	786 SH	New
META PLATFORMS INC	CL A	$302K	0.1%Prev: 0.1%	458 SH	Decreased-124 SH
MICROSOFT CORP	COM	$1.3M	0.6%Prev: 0.5%	2,700 SH	Decreased-77 SH
NORTHERN LTS FD TR IV	BROOKSTONE ACTIV	$266K	0.1%	7,839 SH	New
NORTHERN LTS FD TR IV	BROOKSTONE DIVID	$661K	0.3%	22,030 SH	New
NORTHERN LTS FD TR IV	BROOKSTONE GRWTH	$807K	0.4%Prev: 0.3%	20,098 SH	Increased+2,185 SH
NORTHERN LTS FD TR IV	BROOKSTONE OPPOR	$256K	0.1%	7,864 SH	New
NORTHERN LTS FD TR IV	BROOKSTONE VALUE	$697K	0.3%	21,519 SH	New
NORTHERN LTS FD TR IV	BROOKSTONE YIELD	$251K	0.1%	9,029 SH	New
NVIDIA CORPORATION	COM	$890K	0.4%Prev: 0.6%	4,771 SH	Decreased-2,182 SH
PALANTIR TECHNOLOGIES INC	CL A	$510K	0.2%Prev: 0.2%	2,872 SH	Increased+287 SH
PALO ALTO NETWORKS INC	COM	$216K	0.1%	1,174 SH	New
PORTLAND GEN ELEC CO	COM NEW	$200K	0.1%	4,176 SH	New
RTX CORPORATION	COM	$289K	0.1%	1,577 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.4M	1.9%Prev: 2.7%	159,619 SH	Decreased-75,808 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$230K	0.1%	1,488 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$267K	0.1%	1,721 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$658K	0.3%	965 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$1.5M	0.7%	18,681 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$226K	0.1%	5,615 SH	New
TESLA INC	COM	$2.5M	1.1%Prev: 0.8%	5,469 SH	Increased-887 SH
TRUIST FINL CORP	COM	$204K	0.1%	4,155 SH	New
UNION PAC CORP	COM	$219K	0.1%Prev: 0.1%	945 SH	Decreased-27 SH
US BANCORP DEL	COM NEW	$221K	0.1%	4,149 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$3.2M	1.4%Prev: 1.2%	41,014 SH	Decreased-7,340 SH
VANGUARD INDEX FDS	GROWTH ETF	$5.6M	2.5%	11,408 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$18.0M	8.0%Prev: 9.4%	28,690 SH	Decreased-9,439 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.8M	2.1%	18,671 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$927K	0.4%	2,766 SH	New
VANGUARD INDEX FDS	VALUE ETF	$5.6M	2.5%	29,077 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$498K	0.2%Prev: 0.1%	8,473 SH	Increased+1,724 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.1M	2.7%Prev: 1.9%	27,858 SH	Increased+5,117 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$415K	0.2%Prev: 0.3%	6,643 SH	Decreased-3,505 SH
VANGUARD WORLD FD	FINANCIALS ETF	$306K	0.1%Prev: 0.1%	2,296 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$752K	0.3%Prev: 0.4%	997 SH	Decreased-7,243 SH
VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$2.1M	0.9%	44,961 SH	New

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $220K
ALPHABET INC — $489K
ARES CAPITAL CORP — $213K
BANK OF AMER CORP — $212K
BLACKROCK ETF TRUST II — $363K
BLACKSTONE INC — $253K
BONDBLOXX ETF TRUST — $497K
COSTCO WHOLESALE CORPORATION — $985K
DELL TECHNOLOGIES INC — $380K
EXXONMOBIL HOLDINGS CORP — $230K
FIRST TR EXCHANGE TRADED FD — $7.7M
FIRST TR EXCHANGE-TRADED FD — $402K
FIRST TR EXCHANGE-TRADED FD — $334K
FIRST TR EXCHANGE-TRADED FD — $277K
FIRST TR EXCHANGE-TRADED FD — $831K
FIRST TR EXCHANGE-TRADED FD — $6.6M
FIRST TR EXCHNG TRADED FD VI — $8.5M
FIRST TR EXCHNG TRADED FD VI — $496K
FIRST TR EXCHNG TRADED FD VI — $470K
FIRST TR EXCHNG TRADED FD VI — $507K
… and 47 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