Chris Bulman Inc 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002032404 · ROSEVILLE, CA

As of Sep 30, 2025, Chris Bulman Inc reported 142 positions worth 99.7M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
INVESCO QQQ TRUST SERIES 1	QQQ	—	24,220	4.5M	7.28%
VANGUARD 500 INDEX FUND	VOO	—	22,449	3.7M	6.88%
APPLE INC	AAPL	Technology	46,581	1.9M	5.94%
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF	RDVY	—	140,889	$9.5M	4.75%
FT VEST LADDERED BUFFER ETF	BUFR	—	216,921	$7.2M	3.63%
INNOVATOR US EQUITY POWER BUFFER ETF - JUNE	PJUN	—	156,494	$6.4M	3.22%
FIRST TR EXCHANGE TRADED FD	—	—	162,406	$6.2M	3.10%
SCHWAB US DIVIDEND EQUITY ETF	SCHD	Equity	218,598	$6.0M	2.99%
VANGUARD DIVIDEND APPREC ETF	VIG	—	25,851	$5.6M	2.79%
VANGUARD GROWTH INDEX FUND	VUG	—	11,348	$5.4M	2.73%
VANGUARD VALUE INDEX FUND	VTV	—	27,753	$5.2M	2.59%
AVANTIS EMERGING MARKETS EQUITY ETF	AVEM	Equity	64,436	$4.8M	2.42%
VANGUARD SMALL-CAP INDEX FUND	VB	—	17,641	$4.5M	2.25%
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF	SDVY	—	92,083	$3.5M	1.75%
ISHARES CORE MSCI EAFE ETF	IEFA	—	36,277	$3.2M	1.59%
INNOVATOR US EQUITY POWER BUFFER ETF - SEPTEMBER	PSEP	—	69,075	$3.0M	1.49%
INNOVATOR US EQUITY POWER BUFFER ETF - FEBRUARY	PFEB	—	70,295	$2.8M	1.40%
INNOVATOR US EQUITY POWER BUFFER ETF - MAY	PMAY	—	68,330	$2.7M	1.33%
VANGUARD INTERMEDIATE-TERM B	BIV	—	33,611	$2.6M	1.31%
INNOVATOR US EQUITY POWER BUFFER ETF - AUGUST	PAUG	—	61,462	$2.6M	1.31%
ISHARES CORE MSCI EMERGING MARKETS ETF	IEMG	—	39,409	$2.6M	1.30%
ISHARES RUSSELL 2000 ETF	IWM	—	10,729	$2.6M	1.30%
TESLA INC	TSLA	Consumer Cyclical	5,455	$2.4M	1.21%
XTRACKERS MSCI EAFE HEDGED EQUITY ETF	DBEF	—	51,663	$2.4M	1.20%
INNOVATOR US EQUITY POWER BUFFER ETF - OCTOBER	POCT	—	50,416	$2.2M	1.09%