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: $273.8M141 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$504K	0.2%Prev: 0.2%	2,003 SH	Increased-250 SH
ADVANCED MICRO DEVICES INC	COM	$209K	0.1%Prev: 0.1%	359 SH	Increased-1,076 SH
ALLSTATE CORP	COM	$991K	0.4%Prev: 0.5%	4,166 SH	Increased
ALPHABET INC	CAP STK CL A	$1.1M	0.4%Prev: 0.2%	3,134 SH	Increased+1,283 SH
ALPHABET INC	CAP STK CL C	$508K	0.2%	1,436 SH	New
AMAZON COM INC	COM	$777K	0.3%Prev: 0.3%	3,258 SH	Increased+930 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$8.9M	3.2%Prev: 2.1%	91,934 SH	Increased+38,431 SH
AMGEN INC	COM	$238K	0.1%	656 SH	New
APPLE INC	COM	$14.3M	5.2%Prev: 5.6%	49,519 SH	Increased+1,568 SH
APPLIED MATLS INC	COM	$408K	0.1%	564 SH	New
ARK ETF TR	AUTNMUS TECHNLGY	$234K	0.1%	1,772 SH	New
BANK OF AMER CORP	COM	$223K	0.1%	3,905 SH	New
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$223K	0.1%	4,269 SH	New
BLACKSTONE INC	COM	$265K	0.1%	2,257 SH	New
BROADCOM INC	COM	$502K	0.2%Prev: 0.1%	1,329 SH	Increased+594 SH
CATERPILLAR INC	COM	$231K	0.1%	217 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.1M	0.4%	1,227 SH	New
CUMMINS INC	COM	$269K	0.1%Prev: 0.2%	378 SH	Decreased-624 SH
DBX ETF TR	XTRACK MSCI EAFE	$4.8M	1.8%Prev: 0.8%	88,483 SH	Increased+56,220 SH
DELL TECHNOLOGIES INC	CL C	$306K	0.1%	709 SH	New
EDISON INTL	COM	$308K	0.1%	4,140 SH	New
ELI LILLY & CO	COM	$353K	0.1%Prev: 0.2%	294 SH	Decreased-163 SH
EVERSOURCE ENERGY	COM	$286K	0.1%	3,951 SH	New
EXXON MOBIL CORP	COM	$216K	0.1%Prev: 0.2%	1,580 SH	Decreased-1,113 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$740K	0.3%Prev: 0.6%	16,272 SH	Decreased-7,267 SH
FIRST TR EXCHANGE TRADED FD	INTL DEV STRNGTH	$4.4M	1.6%Prev: 3.3%	105,914 SH	Decreased-39,094 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$19.0M	6.9%Prev: 3.0%	233,836 SH	Increased+148,558 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$7.3M	2.7%	169,980 SH	New
FIRST TR EXCHANGE-TRADED FD	BLOOMBERG AI ETF	$399K	0.1%	7,336 SH	New
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$2.1M	0.8%Prev: 0.5%	41,899 SH	Increased+23,492 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$298K	0.1%	10,147 SH	New
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$253K	0.1%	5,017 SH	New
FIRST TR EXCHANGE-TRADED FD	INDXX NAT RE ETF	$369K	0.1%	23,257 SH	New
FIRST TR EXCHANGE-TRADED FD	VEST LADDERED	$292K	0.1%	14,049 SH	New
FIRST TR EXCHANGE-TRADED FD	WCM INTL EQUITY	$6.0M	2.2%	306,389 SH	New
FIRST TR EXCHNG TRADED FD VI	FT LADD BUFF ETF	$8.3M	3.0%	226,813 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VE US EQ APRI	$491K	0.2%	15,494 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST DEEP ETF	$445K	0.2%	14,985 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST INTL ETF	$496K	0.2%	21,185 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$290K	0.1%Prev: 0.1%	7,781 SH	Increased-108 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST NASD 100	$244K	0.1%Prev: 0.1%	9,723 SH	Increased+121 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST NASD ETF	$695K	0.3%	17,699 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$284K	0.1%Prev: 0.2%	6,393 SH	Decreased-640 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$3.1M	1.1%Prev: 1.2%	72,389 SH	Increased+19,796 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$409K	0.1%Prev: 0.1%	7,509 SH	Increased+3,219 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$7.1M	2.6%Prev: 2.1%	150,644 SH	Increased+57,748 SH
FIRST TR EXCHNG TRADED FD VI	INNOVATION LEAD	$847K	0.3%	21,570 SH	New
FIRST TR EXCHNG TRADED FD VI	SMIT UNCO BD ETF	$832K	0.3%	33,420 SH	New
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY M	$320K	0.1%Prev: 0.2%	9,382 SH	Decreased-3,880 SH
GILEAD SCIENCES INC	COM	$243K	0.1%Prev: 0.1%	1,923 SH	Increased-169 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$2.0M	0.7%Prev: 1.0%	58,807 SH	Increased+2,637 SH
INNOVATOR ETFS TRUST	EQUI DEFI 1 APRI	$295K	0.1%	11,074 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI 1 DECE	$321K	0.1%	12,155 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI 1 NOVE	$349K	0.1%	12,705 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI SEPT	$402K	0.1%	14,588 SH	New
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$610K	0.2%Prev: 0.5%	23,494 SH	Decreased-11,549 SH
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$561K	0.2%Prev: 0.2%	20,314 SH	Increased+8,812 SH
INNOVATOR ETFS TRUST	INTRNL DEV APRL	$2.0M	0.7%Prev: 1.0%	60,893 SH	Increased+1,639 SH
INNOVATOR ETFS TRUST	US EQT BUFR APR	$552K	0.2%Prev: 0.3%	10,368 SH	Decreased-2,788 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$1.4M	0.5%Prev: 0.9%	34,050 SH	Decreased-10,422 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$1.1M	0.4%Prev: 0.3%	26,285 SH	Increased+11,091 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BFR	$320K	0.1%Prev: 0.1%	8,275 SH	Increased+641 SH
INNOVATOR ETFS TRUST	US EQTY BUF DEC	$2.4M	0.9%Prev: 1.3%	44,641 SH	Increased-5,817 SH
INNOVATOR ETFS TRUST	US EQTY BUF NOV	$542K	0.2%	11,338 SH	New
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$689K	0.3%	13,066 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$1.7M	0.6%Prev: 0.7%	33,166 SH	Increased+5,188 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$826K	0.3%Prev: 0.3%	14,037 SH	Increased+4,550 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$319K	0.1%	5,875 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$755K	0.3%	15,515 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR MAR	$1.8M	0.7%Prev: 0.8%	31,030 SH	Increased+4,093 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$782K	0.3%	16,507 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BF	$2.6M	0.9%Prev: 1.0%	56,987 SH	Increased+12,528 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$27.5M	10.1%Prev: 12.5%	618,154 SH	Increased+69,663 SH
INNOVATOR ETFS TRUST	US EQUT BUFR AUG	$561K	0.2%	10,459 SH	New
INTEL CORP	COM	$411K	0.2%	2,945 SH	New
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$3.4M	1.2%	67,003 SH	New
INVESCO QQQ TR	UNIT SER 1	$18.8M	6.8%Prev: 6.9%	25,466 SH	Increased+3,632 SH
ISHARES INC	CORE MSCI EMKT	$2.9M	1.0%Prev: 1.7%	34,652 SH	Decreased-14,300 SH
ISHARES TR	CALIF MUN BD ETF	$495K	0.2%	8,589 SH	New
ISHARES TR	CORE MSCI EAFE	$3.1M	1.1%Prev: 2.2%	32,352 SH	Decreased-13,724 SH
ISHARES TR	CORE S&P MCP ETF	$327K	0.1%Prev: 0.1%	4,238 SH	Increased+24 SH
ISHARES TR	CORE S&P SCP ETF	$345K	0.1%Prev: 0.1%	2,327 SH	Increased+116 SH
ISHARES TR	CORE S&P500 ETF	$1.2M	0.4%Prev: 0.3%	1,556 SH	Increased+819 SH
ISHARES TR	CORE US AGGBD ET	$1.9M	0.7%Prev: 1.5%	19,594 SH	Decreased-6,365 SH
ISHARES TR	ESG AWR MSCI USA	$555K	0.2%	3,393 SH	New
ISHARES TR	IBONDS 27 TRM TS	$780K	0.3%	34,877 SH	New
ISHARES TR	IBONDS 28 TRM TS	$552K	0.2%	24,939 SH	New
ISHARES TR	IBONDS 29 TRM TS	$771K	0.3%	35,591 SH	New
ISHARES TR	MSCI USA MIN ETF	$240K	0.1%	2,484 SH	New
ISHARES TR	NATIONAL MUN ETF	$336K	0.1%	3,125 SH	New
ISHARES TR	RUSSELL 2000 ETF	$2.7M	1.0%Prev: 1.6%	9,108 SH	Decreased-3,914 SH
ISHARES TR	SHRT NAT MUN ETF	$359K	0.1%	3,370 SH	New
ISHARES TR	TRS FLT RT BD	$1.2M	0.4%Prev: 0.9%	22,804 SH	Decreased-9,744 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$301K	0.1%Prev: 0.2%	5,329 SH	Decreased-389 SH
J P MORGAN EXCHANGE TRADED F	HEDG EQU LAD ETF	$434K	0.2%	6,429 SH	New
J P MORGAN EXCHANGE TRADED F	JPMORGAN NASDAQ	$437K	0.2%	7,143 SH	New
JACOBS SOLUTIONS INC	COM	$223K	0.1%Prev: 0.1%	1,769 SH	Decreased
JOHNSON & JOHNSON	COM	$344K	0.1%	1,353 SH	New
JPMORGAN CHASE & CO	COM	$278K	0.1%	849 SH	New
KEYSIGHT TECHNOLOGIES INC	COM	$587K	0.2%Prev: 0.2%	1,676 SH	Increased-36 SH
LAM RESEARCH CORP	COM NEW	$301K	0.1%	695 SH	New
LOWES COS INC	COM	$222K	0.1%Prev: 0.2%	1,006 SH	Decreased-706 SH
META PLATFORMS INC	CL A	$313K	0.1%Prev: 0.3%	555 SH	Decreased-169 SH
MICROSOFT CORP	COM	$985K	0.4%Prev: 0.8%	2,640 SH	Decreased-288 SH
NORTHERN LTS FD TR IV	BRO DIV STK ETF	$689K	0.3%	21,163 SH	New
NORTHERN LTS FD TR IV	BROO VALU ST ETF	$727K	0.3%	20,663 SH	New
NORTHERN LTS FD TR IV	BROOK ACTIV ETF	$274K	0.1%	7,468 SH	New
NORTHERN LTS FD TR IV	BROOK OPPOR ETF	$259K	0.1%	7,497 SH	New
NORTHERN LTS FD TR IV	BROOK YIELD ETF	$238K	0.1%	8,651 SH	New
NORTHERN LTS FD TR IV	BROOKSTONE GRWTH	$871K	0.3%Prev: 0.5%	19,232 SH	Increased-2,899 SH
NVIDIA CORPORATION	COM	$1.3M	0.5%Prev: 1.0%	6,467 SH	Decreased-4,547 SH
PALANTIR TECHNOLOGIES INC	CL A	$287K	0.1%Prev: 0.2%	2,457 SH	Decreased-292 SH
PAYCHEX INC	COM	$202K	0.1%	2,051 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.8M	2.5%Prev: 2.6%	214,147 SH	Increased+44,692 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$236K	0.1%	1,488 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$319K	0.1%	1,721 SH	New
SPDR GOLD TR	GOLD SHS	$297K	0.1%	805 SH	New
SPDR INDEX SHS FDS	ST PORT MARK ETF	$205K	0.1%	3,952 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$205K	0.1%	4,065 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$776K	0.3%	8,833 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$281K	0.1%	4,621 SH	New
SSGA ACTIVE ETF TR	ST STR TOTAL ETF	$219K	0.1%	5,553 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$720K	0.3%	964 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$369K	0.1%	524 SH	New
TESLA INC	COM	$2.7M	1.0%Prev: 0.7%	6,416 SH	Increased+2,485 SH
UNION PAC CORP	COM	$264K	0.1%	971 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$3.7M	1.4%Prev: 0.9%	48,264 SH	Increased+27,685 SH
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$583K	0.2%	5,794 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$5.1M	1.9%Prev: 3.4%	58,911 SH	Decreased+45,274 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$24.3M	8.9%Prev: 5.7%	35,322 SH	Increased+17,859 SH
VANGUARD INDEX FDS	SMALL CP ETF	$5.4M	2.0%Prev: 2.5%	17,950 SH	Increased-562 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.6M	0.6%Prev: 0.2%	4,267 SH	Increased+3,351 SH
VANGUARD INDEX FDS	VALUE ETF	$5.7M	2.1%Prev: 3.3%	26,027 SH	Decreased-6,905 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$631K	0.2%	12,484 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$493K	0.2%Prev: 0.3%	8,473 SH	Decreased
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.5M	2.0%Prev: 3.4%	23,326 SH	Decreased-5,919 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$691K	0.3%Prev: 0.2%	9,701 SH	Increased+4,830 SH
VANGUARD WORLD FD	FINANCIALS ETF	$302K	0.1%Prev: 0.2%	2,296 SH	Increased+42 SH
VANGUARD WORLD FD	INF TECH ETF	$985K	0.4%Prev: 0.4%	8,240 SH	Increased+7,246 SH
VICTORY PORTFOLIOS II	CORE BD ETF	$2.5M	0.9%	52,710 SH	New
WELLS FARGO & CO	COM	$363K	0.1%	4,390 SH	New

Sold (vs prior filing)

AMERICAN EXPRESS CO — $262K
AT&T INC — $264K
BLACKROCK ETF TRUST II — $521K
COSTCO WHSL CORP NEW — $1.8M
FIRST TR EXCHANGE-TRADED FD — $2.1M
FIRST TR EXCHNG TRADED FD VI — $7.1M
FIRST TR EXCHNG TRADED FD VI — $451K
FORD MTR CO — $182K
HONEYWELL INTL INC — $393K
HUNTINGTON BANCSHARES INC — $182K
INNOVATOR ETFS TRUST — $1.2M
INTUIT — $1.2M
INVESCO ACTIVELY MANAGED EXC — $471K
ISHARES TR — $354K
JANUS DETROIT STR TR — $2.0M
MCDONALDS CORP — $204K
NORTHERN LTS FD TR IV — $273K
NORTHERN LTS FD TR IV — $718K
NORTHERN LTS FD TR IV — $268K
NORTHERN LTS FD TR IV — $730K
… and 11 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