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: $285.3M143 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$527K	0.2%Prev: 0.2%	2,013 SH	Increased+276 SH
ADVANCED MICRO DEVICES INC	COM	$220K	0.1%	359 SH	New
ALLSTATE CORP	COM	$924K	0.3%Prev: 0.4%	4,166 SH	Increased
ALPHABET INC	CAP STK CL A	$1.1M	0.4%Prev: 0.3%	3,182 SH	Increased+1,069 SH
ALPHABET INC	CAP STK CL C	$489K	0.2%	1,436 SH	New
AMAZON COM INC	COM	$863K	0.3%Prev: 0.3%	3,462 SH	Increased+838 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$9.1M	3.2%Prev: 2.4%	97,295 SH	Increased+32,859 SH
AMGEN INC	COM	$223K	0.1%	529 SH	New
APPLE INC	COM	$16.4M	5.8%Prev: 5.9%	49,308 SH	Increased+2,727 SH
APPLIED MATLS INC	COM	$334K	0.1%Prev: 0.1%	653 SH	Increased-327 SH
ARES CAPITAL CORP	COM	$213K	0.1%	11,156 SH	New
ARK ETF TR	AUTNMUS TECHNLGY	$215K	0.1%	1,772 SH	New
BANK OF AMER CORP	COM	$212K	0.1%	3,903 SH	New
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$363K	0.1%	7,145 SH	New
BLACKSTONE INC	COM	$253K	0.1%	2,255 SH	New
BONDBLOXX ETF TRUST	BLOOMBERG TWO YR	$497K	0.2%	10,282 SH	New
BROADCOM INC	COM	$519K	0.2%Prev: 0.1%	1,478 SH	Increased+575 SH
COSTCO WHOLESALE CORPORATION	COM	$985K	0.3%	1,082 SH	New
DBX ETF TR	XTRACK MSCI EAFE	$5.4M	1.9%Prev: 1.2%	97,656 SH	Increased+45,993 SH
DELL TECHNOLOGIES INC	CL C	$380K	0.1%	707 SH	New
ELI LILLY & CO	COM	$366K	0.1%	316 SH	New
EXXONMOBIL HOLDINGS CORP	COM SHS	$230K	0.1%	1,416 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$711K	0.2%Prev: 0.4%	16,429 SH	Decreased-1,847 SH
FIRST TR EXCHANGE TRADED FD	INTL DEV STRNGTH	$4.1M	1.5%Prev: 3.1%	103,747 SH	Decreased-58,659 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$19.9M	7.0%Prev: 4.7%	253,773 SH	Increased+112,884 SH
FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$7.7M	2.7%	190,703 SH	New
FIRST TR EXCHANGE-TRADED FD	BLOOMBERG AI ETF	$402K	0.1%	7,087 SH	New
FIRST TR EXCHANGE-TRADED FD	FST LOW OPPT EFT	$2.0M	0.7%Prev: 0.7%	41,638 SH	Increased+12,234 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$283K	0.1%	10,166 SH	New
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$242K	0.1%	5,035 SH	New
FIRST TR EXCHANGE-TRADED FD	INDXX NAT RE ETF	$334K	0.1%	19,921 SH	New
FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$277K	0.1%	1,563 SH	New
FIRST TR EXCHANGE-TRADED FD	VEST LADDERED	$831K	0.3%	39,819 SH	New
FIRST TR EXCHANGE-TRADED FD	WCM INTL EQUITY	$6.6M	2.3%	344,117 SH	New
FIRST TR EXCHNG TRADED FD VI	FT LADD BUFF ETF	$8.5M	3.0%	227,249 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VE US EQ APRI	$496K	0.2%	15,434 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST DEEP ETF	$470K	0.2%	15,478 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST INTL ETF	$507K	0.2%	21,349 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$294K	0.1%Prev: 0.1%	7,662 SH	Increased-192 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST NASD 100	$246K	0.1%Prev: 0.1%	9,430 SH	Increased-84 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST NASD ETF	$786K	0.3%	19,390 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$321K	0.1%Prev: 0.1%	7,089 SH	Increased+122 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$3.1M	1.1%Prev: 1.0%	71,221 SH	Increased+20,193 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$428K	0.2%Prev: 0.1%	7,640 SH	Increased+3,350 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$8.2M	2.9%Prev: 2.3%	170,924 SH	Increased+64,630 SH
FIRST TR EXCHNG TRADED FD VI	INNOVATION LEAD	$859K	0.3%Prev: 0.2%	21,741 SH	Increased+7,115 SH
FIRST TR EXCHNG TRADED FD VI	SMIT UNCO BD ETF	$760K	0.3%	32,005 SH	New
FIRST TR EXCHNG TRADED FD VI	VEST LAD CAP ETF	$262K	0.1%	10,631 SH	New
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY M	$324K	0.1%Prev: 0.2%	9,369 SH	Decreased-1,297 SH
GILEAD SCIENCES INC	COM	$303K	0.1%	2,029 SH	New
GLOBAL X FDS	DATA CTR DIG ETF	$206K	0.1%	7,598 SH	New
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$2.1M	0.7%Prev: 0.8%	59,078 SH	Increased+8,437 SH
INNOVATOR ETFS TRUST	EQUI DEFI 1 APRI	$299K	0.1%	11,074 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI 1 DECE	$326K	0.1%	12,155 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI 1 NOVE	$355K	0.1%	12,705 SH	New
INNOVATOR ETFS TRUST	EQUI DEFI SEPT	$668K	0.2%	24,006 SH	New
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$601K	0.2%Prev: 0.3%	22,788 SH	Decreased-4,088 SH
INNOVATOR ETFS TRUST	EQUITY DEFIN 1YR	$584K	0.2%Prev: 0.2%	20,769 SH	Increased+4,650 SH
INNOVATOR ETFS TRUST	EQUITY DUAL DIRT	$391K	0.1%	18,067 SH	New
INNOVATOR ETFS TRUST	INTRNL DEV APRL	$2.0M	0.7%Prev: 0.9%	58,772 SH	Increased+751 SH
INNOVATOR ETFS TRUST	US EQT BUFR APR	$566K	0.2%Prev: 0.2%	10,368 SH	Increased+3,331 SH
INNOVATOR ETFS TRUST	US EQT PWR BUF	$1.4M	0.5%Prev: 0.6%	33,223 SH	Increased+650 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$846K	0.3%Prev: 0.5%	20,880 SH	Decreased-6,813 SH
INNOVATOR ETFS TRUST	US EQTY BUF DEC	$2.4M	0.8%Prev: 1.0%	43,068 SH	Increased-57 SH
INNOVATOR ETFS TRUST	US EQTY BUF NOV	$550K	0.2%	11,233 SH	New
INNOVATOR ETFS TRUST	US EQTY BUF SEP	$1.5M	0.5%Prev: 0.5%	28,127 SH	Increased+9,204 SH
INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$1.4M	0.5%Prev: 0.6%	26,813 SH	Increased-655 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$516K	0.2%	8,526 SH	New
INNOVATOR ETFS TRUST	US EQTY BUFR JUL	$998K	0.3%Prev: 0.3%	18,003 SH	Increased+7,886 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JUN	$738K	0.3%Prev: 0.2%	14,864 SH	Increased+4,728 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAR	$1.5M	0.5%Prev: 0.5%	24,670 SH	Increased+3,543 SH
INNOVATOR ETFS TRUST	US EQTY BUFR MAY	$775K	0.3%	15,995 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BF	$3.0M	1.1%Prev: 1.3%	64,426 SH	Increased+2,964 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$27.9M	9.8%Prev: 11.6%	611,847 SH	Increased+57,036 SH
INNOVATOR ETFS TRUST	US EQTY ULTRA B	$362K	0.1%Prev: 0.1%	8,611 SH	Increased+2,533 SH
INNOVATOR ETFS TRUST	US EQUT BUFR AUG	$1.2M	0.4%Prev: 0.4%	20,803 SH	Increased+4,355 SH
INTEL CORP	COM	$354K	0.1%	2,945 SH	New
INVESCO QQQ TR	UNIT SER 1	$19.9M	7.0%Prev: 7.3%	26,954 SH	Increased+2,734 SH
ISHARES INC	CORE MSCI EMKT	$2.0M	0.7%Prev: 1.3%	25,026 SH	Decreased-14,383 SH
ISHARES TR	CALIF MUN BD ETF	$465K	0.2%	8,589 SH	New
ISHARES TR	CORE MSCI EAFE	$2.6M	0.9%Prev: 1.6%	26,382 SH	Decreased-9,895 SH
ISHARES TR	CORE S&P MCP ETF	$305K	0.1%Prev: 0.1%	4,238 SH	Increased+58 SH
ISHARES TR	CORE S&P SCP ETF	$306K	0.1%Prev: 0.1%	2,250 SH	Increased+39 SH
ISHARES TR	CORE S&P500 ETF	$1.2M	0.4%Prev: 0.2%	1,554 SH	Increased+817 SH
ISHARES TR	CORE US AGGBD ET	$1.8M	0.6%Prev: 1.0%	19,509 SH	Decreased-229 SH
ISHARES TR	ESG AWR MSCI USA	$600K	0.2%	3,597 SH	New
ISHARES TR	IBONDS 27 TRM TS	$758K	0.3%	33,973 SH	New
ISHARES TR	IBONDS 28 TRM TS	$539K	0.2%	24,611 SH	New
ISHARES TR	IBONDS 29 TRM TS	$753K	0.3%	35,456 SH	New
ISHARES TR	MSCI USA MIN ETF	$222K	0.1%	2,276 SH	New
ISHARES TR	NATIONAL MUN ETF	$319K	0.1%	3,155 SH	New
ISHARES TR	RUSSELL 2000 ETF	$2.3M	0.8%Prev: 1.3%	8,167 SH	Decreased-2,562 SH
ISHARES TR	SHRT NAT MUN ETF	$356K	0.1%	3,402 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$317K	0.1%Prev: 0.2%	5,643 SH	Decreased+20 SH
J P MORGAN EXCHANGE TRADED F	HEDG EQU LAD ETF	$445K	0.2%	6,429 SH	New
J P MORGAN EXCHANGE TRADED F	JPMORGAN NASDAQ	$446K	0.2%	7,143 SH	New
JACOBS SOLUTIONS INC	COM	$239K	0.1%Prev: 0.1%	1,769 SH	Decreased
JOHNSON & JOHNSON	COM	$336K	0.1%	1,270 SH	New
JPMORGAN CHASE & CO	COM	$317K	0.1%	957 SH	New
KEYSIGHT TECHNOLOGIES INC	COM	$610K	0.2%Prev: 0.1%	1,676 SH	Increased-29 SH
LAM RESEARCH CORP	COM NEW	$234K	0.1%	711 SH	New
META PLATFORMS INC	CL A	$422K	0.1%Prev: 0.1%	582 SH	Increased+268 SH
MICROSOFT CORP	COM	$1.4M	0.5%Prev: 0.6%	2,777 SH	Increased+323 SH
NORTHERN LTS FD TR IV	BRO DIV STK ETF	$641K	0.2%	19,932 SH	New
NORTHERN LTS FD TR IV	BROO VALU ST ETF	$705K	0.2%	19,457 SH	New
NORTHERN LTS FD TR IV	BROOK ACTIV ETF	$259K	0.1%	7,080 SH	New
NORTHERN LTS FD TR IV	BROOK OPPOR ETF	$246K	0.1%	7,104 SH	New
NORTHERN LTS FD TR IV	BROOK YIELD ETF	$217K	0.1%	8,173 SH	New
NORTHERN LTS FD TR IV	BROOKSTONE GRWTH	$804K	0.3%Prev: 0.4%	17,913 SH	Increased-1,481 SH
NVIDIA CORPORATION	COM	$1.6M	0.6%Prev: 0.3%	6,953 SH	Increased+3,313 SH
PALANTIR TECHNOLOGIES INC	CL A	$484K	0.2%Prev: 0.3%	2,585 SH	Decreased-278 SH
PAYCHEX INC	COM	$201K	0.1%	2,042 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.7M	2.7%Prev: 3.0%	235,427 SH	Increased+16,829 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$251K	0.1%	1,488 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$287K	0.1%	1,721 SH	New
SPDR GOLD TR	GOLD SHS	$255K	0.1%	669 SH	New
SPDR INDEX SHS FDS	ST PORT MARK ETF	$204K	0.1%	3,947 SH	New
SPDR INDEX SHS FDS	ST STR PO EX ETF	$204K	0.1%	4,065 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$790K	0.3%	8,799 SH	New
SPDR SERIES TRUST	ST STR P500VAL	$283K	0.1%	4,621 SH	New
SSGA ACTIVE ETF TR	ST STR TOTAL ETF	$208K	0.1%	5,553 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$738K	0.3%	968 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$344K	0.1%	524 SH	New
TESLA INC	COM	$2.3M	0.8%Prev: 1.2%	6,356 SH	Decreased+901 SH
TIDAL TRUST II	ROUNDHILL GENER	$262K	0.1%	2,848 SH	New
UNION PAC CORP	COM	$265K	0.1%	972 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$3.5M	1.2%Prev: 1.3%	48,354 SH	Increased+14,743 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.1M	0.4%	16,278 SH	New
VANGUARD CALIF TAX FREE FDS	TAX EXEMPT BD FD	$546K	0.2%	5,794 SH	New
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$5.6M	2.0%	62,098 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CAP	$5.0M	1.8%	17,572 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$1.7M	0.6%	4,425 SH	New
VANGUARD INDEX FDS	MRNGSTR VAL ETF	$5.9M	2.1%	27,183 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$26.7M	9.4%Prev: 6.9%	38,129 SH	Increased+15,680 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$594K	0.2%	12,547 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$388K	0.1%Prev: 0.2%	6,749 SH	Decreased-1,724 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$5.3M	1.9%Prev: 2.8%	22,741 SH	Decreased-3,110 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$716K	0.3%Prev: 0.2%	10,148 SH	Increased+4,976 SH
VANGUARD WELLINGTON FD	US MULTIFACTOR	$3.2M	1.1%	18,176 SH	New
VANGUARD WORLD FD	FINANCIALS ETF	$299K	0.1%Prev: 0.2%	2,296 SH	Decreased
VANGUARD WORLD FD	INF TECH ETF	$1.0M	0.4%Prev: 0.4%	8,240 SH	Increased+7,246 SH
VICTORY PORTFOLIOS II	CORE BD ETF	$2.3M	0.8%	52,527 SH	New
WELLS FARGO & CO	COM	$360K	0.1%	4,495 SH	New

Sold (vs prior filing)

AMERICAN EXPRESS CO — $295K
AT&T INC — $291K
BLACKROCK ETF TRUST II — $399K
CATERPILLAR INC — $235K
COSTCO WHSL CORP NEW — $1.7M
CUMMINS INC — $213K
EVERSOURCE ENERGY — $203K
EXXON MOBIL CORP — $329K
FIRST TR EXCHANGE TRADED FD — $317K
FIRST TR EXCHANGE-TRADED FD — $3.5M
FIRST TR EXCHNG TRADED FD VI — $8.2M
FIRST TR EXCHNG TRADED FD VI — $603K
FORD MTR CO — $212K
HEALTHPEAK PROPERTIES INC — $198K
HONEYWELL INTL INC — $356K
HUNTINGTON BANCSHARES INC — $202K
INNOVATOR ETFS TRUST — $1.4M
INTUIT — $1.0M
INVESCO ACTIVELY MANAGED EXC — $373K
INVESCO EXCH TRADED FD TR II — $237K
… and 32 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