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: $228.3M123 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$431K	0.2%Prev: 0.3%	1,983 SH	Decreased-640 SH
ALLSTATE CORP	COM	$864K	0.4%Prev: 0.5%	4,166 SH	Increased
ALPHABET INC	CAP STK CL A	$857K	0.4%	2,980 SH	New
AMAZON COM INC	COM	$569K	0.2%Prev: 0.2%	2,734 SH	Increased+827 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$6.3M	2.8%Prev: 0.7%	78,557 SH	Increased+59,924 SH
AMERICAN EXPRESS CO	COM	$243K	0.1%Prev: 0.1%	802 SH	Increased+52 SH
AMGEN INC	COM	$210K	0.1%	597 SH	New
APPLE INC	COM	$11.5M	5.0%Prev: 6.6%	45,117 SH	Increased-2,224 SH
APPLIED MATLS INC	COM	$320K	0.1%	935 SH	New
AT&T INC	COM	$200K	0.1%Prev: 0.1%	6,905 SH	Decreased-821 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$238K	0.1%	4,588 SH	New
BROADCOM INC	COM	$320K	0.1%	1,035 SH	New
CATERPILLAR INC	COM	$322K	0.1%	454 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.4M	0.6%	1,421 SH	New
CUMMINS INC	COM	$204K	0.1%Prev: 0.2%	380 SH	Decreased-621 SH
DBX ETF TR	XTRACK MSCI EAFE	$3.6M	1.6%Prev: 0.7%	73,008 SH	Increased+45,879 SH
EDISON INTL	COM	$218K	0.1%	2,974 SH	New
EXXON MOBIL CORP	COM	$440K	0.2%Prev: 0.2%	2,592 SH	Increased+286 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$832K	0.4%Prev: 0.7%	18,239 SH	Decreased-6,150 SH
FIRST TR EXCHANGE TRADED FD	INTL DEV STRNGTH	$4.2M	1.8%Prev: 0.8%	107,829 SH	Increased+72,599 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$14.7M	6.4%Prev: 1.5%	215,268 SH	Increased+174,065 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$5.5M	2.4%	138,692 SH	New
FIRST TR EXCHANGE-TRADED FD	BLOOMBERG AI ETF	$236K	0.1%	6,355 SH	New
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$1.9M	0.8%Prev: 0.5%	38,556 SH	Increased+20,987 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$259K	0.1%	10,130 SH	New
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$244K	0.1%	5,008 SH	New
FIRST TR EXCHANGE-TRADED FD	INDXX NAT RE ETF	$465K	0.2%	26,057 SH	New
FIRST TR EXCHANGE-TRADED FD	WCM INTL EQUITY	$4.8M	2.1%	287,768 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$9.3M	4.1%Prev: 5.5%	282,967 SH	Increased-13,615 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$263K	0.1%Prev: 0.1%	7,811 SH	Increased-97 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST NASD 100	$228K	0.1%	9,723 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$281K	0.1%Prev: 1.8%	6,698 SH	Decreased-67,627 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$3.0M	1.3%Prev: 0.5%	72,970 SH	Increased+49,594 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$373K	0.2%	7,509 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$5.8M	2.5%Prev: 1.1%	132,169 SH	Increased+88,877 SH
FIRST TR EXCHNG TRADED FD VI	INNOVATION LEAD	$597K	0.3%	20,038 SH	New
FIRST TR EXCHNG TRADED FD VI	SMITH UNCONSTRAI	$732K	0.3%	29,563 SH	New
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY M	$319K	0.1%Prev: 0.3%	9,530 SH	Decreased-3,858 SH
FORD MTR CO	COM	$131K	0.1%Prev: 0.1%	11,368 SH	Increased+157 SH
GILEAD SCIENCES INC	COM	$218K	0.1%	1,563 SH	New
HONEYWELL INTL INC	COM	$300K	0.1%Prev: 0.3%	1,327 SH	Decreased-838 SH
HUNTINGTON BANCSHARES INC	COM	$175K	0.1%	11,154 SH	New
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$1.7M	0.7%Prev: 1.3%	50,416 SH	Decreased-14,966 SH
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$617K	0.3%Prev: 0.3%	24,303 SH	Increased+1,530 SH
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$550K	0.2%Prev: 0.2%	20,578 SH	Increased+9,076 SH
INNOVATOR ETFS TRUST	EQUITY DEFINED P	$1.2M	0.5%Prev: 0.3%	45,633 SH	Increased+26,362 SH
INNOVATOR ETFS TRUST	INTRNL DEV APRL	$1.9M	0.8%Prev: 0.7%	61,193 SH	Increased+18,597 SH
INNOVATOR ETFS TRUST	US EQT BUFR APR	$319K	0.1%Prev: 0.2%	6,505 SH	Increased+813 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$1.3M	0.6%Prev: 0.3%	33,073 SH	Increased+20,073 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$366K	0.2%Prev: 0.2%	8,614 SH	Increased-2,253 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BFR	$321K	0.1%Prev: 0.3%	8,847 SH	Decreased-4,737 SH
INNOVATOR ETFS TRUST	US EQTY BUF DEC	$2.5M	1.1%Prev: 1.2%	51,423 SH	Increased+5,575 SH
INNOVATOR ETFS TRUST	US EQTY BUF NOV	$806K	0.4%Prev: 0.2%	18,726 SH	Increased+9,987 SH
INNOVATOR ETFS TRUST	US EQTY BUF OCT	$451K	0.2%Prev: 0.2%	9,395 SH	Increased+3,013 SH
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$631K	0.3%	13,125 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$1.6M	0.7%Prev: 0.7%	34,488 SH	Increased+6,463 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$772K	0.3%Prev: 0.3%	14,477 SH	Increased+4,947 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$233K	0.1%	4,687 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$201K	0.1%	4,347 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR MAR	$1.3M	0.6%Prev: 0.6%	24,104 SH	Increased+2,834 SH
INNOVATOR ETFS TRUST	US EQTY PWR BF	$2.5M	1.1%Prev: 1.2%	57,414 SH	Increased+8,714 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$26.1M	11.4%Prev: 16.0%	618,065 SH	Increased-58,415 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$573K	0.3%	14,889 SH	New
INNOVATOR ETFS TRUST	US EQTY ULTRA BU	$246K	0.1%	6,597 SH	New
INNOVATOR ETFS TRUST	US EQUT BUFR AUG	$526K	0.2%	10,769 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$3.6M	1.6%	73,280 SH	New
INVESCO QQQ TR	UNIT SER 1	$13.2M	5.8%Prev: 4.4%	22,824 SH	Increased+7,994 SH
ISHARES INC	CORE MSCI EMKT	$2.7M	1.2%	38,426 SH	New
ISHARES TR	CORE MSCI EAFE	$3.2M	1.4%	35,387 SH	New
ISHARES TR	CORE S&P MCP ETF	$286K	0.1%Prev: 0.2%	4,238 SH	Increased+24 SH
ISHARES TR	CORE S&P SCP ETF	$289K	0.1%Prev: 0.1%	2,327 SH	Increased+116 SH
ISHARES TR	CORE S&P500 ETF	$527K	0.2%Prev: 0.3%	807 SH	Increased-102 SH
ISHARES TR	CORE US AGGBD ET	$2.2M	1.0%Prev: 1.7%	21,922 SH	Decreased-5,021 SH
ISHARES TR	IBONDS 27 TRM TS	$854K	0.4%	38,058 SH	New
ISHARES TR	IBONDS 28 TRM TS	$627K	0.3%	28,127 SH	New
ISHARES TR	IBONDS 29 TRM TS	$848K	0.4%	38,828 SH	New
ISHARES TR	MSCI USA MIN VOL	$252K	0.1%Prev: 0.2%	2,716 SH	Decreased-971 SH
ISHARES TR	RUSSELL 2000 ETF	$2.5M	1.1%Prev: 3.0%	10,124 SH	Decreased-13,767 SH
ISHARES TR	TRS FLT RT BD	$1.3M	0.6%Prev: 1.1%	25,273 SH	Decreased-8,083 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$430K	0.2%	7,590 SH	New
JACOBS SOLUTIONS INC	COM	$225K	0.1%Prev: 0.1%	1,769 SH	Increased
JOHNSON & JOHNSON	COM	$303K	0.1%Prev: 0.2%	1,238 SH	Decreased-1,110 SH
KEYCORP	COM	$198K	0.1%	9,858 SH	New
KEYSIGHT TECHNOLOGIES INC	COM	$477K	0.2%Prev: 0.2%	1,690 SH	Increased-22 SH
KINDER MORGAN INC DEL	COM	$214K	0.1%	6,376 SH	New
LOWES COS INC	COM	$273K	0.1%Prev: 0.3%	1,156 SH	Decreased-556 SH
MCDONALDS CORP	COM	$212K	0.1%Prev: 0.1%	681 SH	Increased+23 SH
META PLATFORMS INC	CL A	$259K	0.1%Prev: 0.2%	453 SH	Decreased-154 SH
MICROSOFT CORP	COM	$947K	0.4%Prev: 0.6%	2,559 SH	Decreased-136 SH
NORTHERN LTS FD TR IV	BROOKSTONE ACTIV	$252K	0.1%Prev: 0.2%	7,630 SH	Decreased-1,209 SH
NORTHERN LTS FD TR IV	BROOKSTONE DIVID	$670K	0.3%Prev: 0.5%	21,518 SH	Decreased-2,186 SH
NORTHERN LTS FD TR IV	BROOKSTONE GRWTH	$718K	0.3%Prev: 0.5%	19,658 SH	Decreased-3,099 SH
NORTHERN LTS FD TR IV	BROOKSTONE OPPOR	$243K	0.1%Prev: 0.2%	7,655 SH	Decreased-1,176 SH
NORTHERN LTS FD TR IV	BROOKSTONE VALUE	$684K	0.3%Prev: 0.5%	21,046 SH	Decreased-2,539 SH
NORTHERN LTS FD TR IV	BROOKSTONE YIELD	$241K	0.1%Prev: 0.2%	8,813 SH	Decreased-1,207 SH
NVIDIA CORPORATION	COM	$1.1M	0.5%Prev: 0.7%	6,073 SH	Decreased-4,099 SH
PALANTIR TECHNOLOGIES INC	CL A	$332K	0.1%	2,271 SH	New
PORTLAND GEN ELEC CO	COM NEW	$204K	0.1%	3,861 SH	New
RTX CORPORATION	COM	$263K	0.1%Prev: 0.1%	1,361 SH	Increased-297 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$5.5M	2.4%Prev: 2.1%	178,248 SH	Increased+58,063 SH
SELECT SECTOR SPDR TR	STATE STREET HEA	$218K	0.1%	1,488 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$278K	0.1%	1,721 SH	New
SPDR GOLD TR	GOLD SHS	$340K	0.1%	791 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$937K	0.4%	13,452 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$221K	0.1%	5,553 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$621K	0.3%	955 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$323K	0.1%	524 SH	New
TESLA INC	COM	$2.4M	1.0%Prev: 0.6%	6,416 SH	Increased+2,666 SH
UNION PAC CORP	COM	$223K	0.1%Prev: 0.2%	917 SH	Decreased-491 SH
US BANCORP	COM NEW	$213K	0.1%	4,101 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$3.4M	1.5%Prev: 0.9%	43,420 SH	Increased+23,962 SH
VANGUARD INDEX FDS	GROWTH ETF	$4.7M	2.1%Prev: 3.4%	10,767 SH	Decreased-3,746 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$17.4M	7.6%Prev: 3.0%	29,182 SH	Increased+19,989 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.8M	2.1%Prev: 2.4%	18,281 SH	Increased+1,434 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.5%	3,489 SH	New
VANGUARD INDEX FDS	VALUE ETF	$5.3M	2.3%Prev: 3.6%	26,921 SH	Decreased-6,349 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$496K	0.2%	8,473 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.7M	2.5%Prev: 3.7%	26,513 SH	Decreased-3,674 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$444K	0.2%Prev: 0.2%	6,935 SH	Increased+1,547 SH
VANGUARD WORLD FD	FINANCIALS ETF	$277K	0.1%Prev: 0.2%	2,296 SH	Increased+42 SH
VANGUARD WORLD FD	INF TECH ETF	$719K	0.3%Prev: 0.3%	1,030 SH	Increased+36 SH
VICTORY PORTFOLIOS II	CORE INTERMEDIAT	$2.2M	1.0%Prev: 0.6%	47,487 SH	Increased+26,275 SH
WELLS FARGO & CO	COM	$275K	0.1%	3,450 SH	New

Sold (vs prior filing)

BERKSHIRE HATHAWAY INC DEL — $201K
BLACKROCK ETF TRUST II — $554K
BLACKSTONE INC — $237K
CONSTELLATION BRANDS INC — $214K
COSTCO WHSL CORP NEW — $1.8M
ELI LILLY & CO — $428K
FIRST TR EXCHANGE-TRADED FD — $1.9M
FIRST TR EXCHNG TRADED FD VI — $2.1M
FIRST TR EXCHNG TRADED FD VI — $437K
INNOVATOR ETFS TRUST — $285K
INNOVATOR ETFS TRUST — $906K
INNOVATOR ETFS TRUST — $1.2M
INNOVATOR ETFS TRUST — $1.2M
INTUIT — $935K
INVESCO ACTIVELY MANAGED EXC — $319K
INVESCO EXCH TRADED FD TR II — $280K
JANUS DETROIT STR TR — $289K
JANUS DETROIT STR TR — $2.1M
JPMORGAN CHASE & CO. — $230K
NORTHERN LTS FD TR IV — $202K
… and 12 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