Chris Bulman Inc
Holdings as of 2026-06-30, filed 2026-07-22
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 22 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
165
Value reported by manager
$273.8M
Sum of our stored positions
$273.8M
should match the line above
Disclosure lag
22 d
quarter end to filing
Top 5 concentration
31.1%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
165 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $24.3M | 35,322 | — | 922908363 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | $19M | 233,836 | — | 33738R506 |
| INVESCO QQQ TR | UNIT SER 1 | $18.8M | 25,466 | — | 46090E103 |
| APPLE INC | COM | $14.3M | 49,519 | — | 037833100 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $8.9M | 91,934 | — | 025072604 |
| FIRST TR EXCHNG TRADED FD VI | FT LADD BUFF ETF | $8.3M | 226,813 | — | 33740F755 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $7.8M | 180,016 | — | 45782C748 |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | $7.3M | 169,980 | — | 33741X102 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $6.8M | 214,147 | — | 808524797 |
| FIRST TR EXCHANGE-TRADED FD | WCM INTL EQUITY | $6M | 306,389 | — | 33733E732 |
| VANGUARD INDEX FDS | VALUE ETF | $5.7M | 26,027 | — | 922908744 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $5.5M | 23,326 | — | 921908844 |
| VANGUARD INDEX FDS | SMALL CP ETF | $5.4M | 17,950 | — | 922908751 |
| VANGUARD INDEX FDS | GROWTH ETF | $5.1M | 58,911 | — | 922908736 |
| DBX ETF TR | XTRACK MSCI EAFE | $4.8M | 88,483 | — | 233051200 |
| FIRST TR EXCHANGE TRADED FD | INTL DEV STRNGTH | $4.4M | 105,914 | — | 33738R662 |
| VANGUARD BD INDEX FDS | INTERMED TERM | $3.7M | 48,264 | — | 921937819 |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | $3.4M | 67,003 | — | 46138E362 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $3.2M | 78,200 | — | 45782C318 |
| ISHARES TR | CORE MSCI EAFE | $3.1M | 32,352 | — | 46432F842 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $3M | 70,185 | — | 45782C417 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $3M | 64,505 | — | 45782C656 |
| ISHARES INC | CORE MSCI EMKT | $2.9M | 34,652 | — | 46434G103 |
| ISHARES TR | RUSSELL 2000 ETF | $2.7M | 9,108 | — | 464287655 |
| TESLA INC | COM | $2.7M | 6,416 | — | 88160R101 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $2.7M | 57,959 | — | 45782C797 |
| INNOVATOR ETFS TRUST | US EQTY PWR BF | $2.6M | 56,987 | — | 45782C680 |
| VICTORY PORTFOLIOS II | CORE BD ETF | $2.5M | 52,710 | — | 92647N527 |
| INNOVATOR ETFS TRUST | US EQTY BUF DEC | $2.4M | 44,641 | — | 45782C557 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $2.3M | 50,400 | — | 45782C540 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $2.1M | 41,899 | — | 33739Q200 |
| INNOVATOR ETFS TRUST | INTRNL DEV APRL | $2M | 60,893 | — | 45782C367 |
| INNOVATOR ETFS TRUST | DEFINED WLT SHLD | $2M | 58,807 | — | 45783Y855 |
| ISHARES TR | CORE US AGGBD ET | $1.9M | 19,594 | — | 464287226 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $1.8M | 43,286 | — | 33740U653 |
| INNOVATOR ETFS TRUST | US EQTY BUFR MAR | $1.8M | 31,030 | — | 45782C391 |
| INNOVATOR ETFS TRUST | US EQTY BUFR FEB | $1.7M | 33,166 | — | 45782C433 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $1.7M | 36,275 | — | 45782C383 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $1.6M | 37,258 | — | 33740U737 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $1.6M | 35,603 | — | 45782C573 |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.6M | 4,267 | — | 922908769 |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | $1.4M | 34,050 | — | 45782C870 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $1.3M | 29,614 | — | 33740F482 |
| NVIDIA CORPORATION | COM | $1.3M | 6,467 | — | 67066G104 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $1.3M | 29,910 | — | 33740F441 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $1.2M | 23,803 | — | 45782C508 |
| ISHARES TR | CORE S&P500 ETF | $1.2M | 1,556 | — | 464287200 |
| ISHARES TR | TRS FLT RT BD | $1.2M | 22,804 | — | 46434V860 |
| COSTCO WHOLESALE CORPORATION | COM | $1.1M | 1,227 | — | 22160K105 |
| ALPHABET INC | CAP STK CL A | $1.1M | 3,134 | — | 02079K305 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | $1M | 21,208 | — | 45782C813 |
| ALLSTATE CORP | COM | $991.3K | 4,166 | — | 020002101 |
| MICROSOFT CORP | COM | $985K | 2,640 | — | 594918104 |
| VANGUARD WORLD FD | INF TECH ETF | $984.8K | 8,240 | — | 92204A702 |
| NORTHERN LTS FD TR IV | BROOKSTONE GRWTH | $870.8K | 19,232 | — | 66537J606 |
| FIRST TR EXCHNG TRADED FD VI | INNOVATION LEAD | $846.5K | 21,570 | — | 33740F565 |
| FIRST TR EXCHNG TRADED FD VI | SMIT UNCO BD ETF | $831.5K | 33,420 | — | 33740F888 |
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | $826.4K | 14,037 | — | 45782C409 |
| INNOVATOR ETFS TRUST | US EQTY BUFR MAY | $781.6K | 16,507 | — | 45782C326 |
| ISHARES TR | IBONDS 27 TRM TS | $780.2K | 34,877 | — | 46436E841 |
| AMAZON COM INC | COM | $776.5K | 3,258 | — | 023135106 |
| SPDR SERIES TRUST | ST STR P500ETF | $776.3K | 8,833 | — | 78464A854 |
| ISHARES TR | IBONDS 29 TRM TS | $770.6K | 35,591 | — | 46436E825 |
| INNOVATOR ETFS TRUST | US EQTY BUFR JUN | $755.3K | 15,515 | — | 45782C755 |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $740.3K | 16,272 | — | 316188309 |
| NORTHERN LTS FD TR IV | BROO VALU ST ETF | $726.6K | 20,663 | — | 66537J705 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $719.9K | 964 | — | 78462F103 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $695.5K | 12,625 | — | 33740F623 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NASD ETF | $695K | 17,699 | — | 33740U752 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $691.2K | 9,701 | — | 921943858 |
| NORTHERN LTS FD TR IV | BRO DIV STK ETF | $689.5K | 21,163 | — | 66537J507 |
| INNOVATOR ETFS TRUST | US EQTY BUF SEP | $689K | 13,066 | — | 45782C664 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $682.2K | 13,843 | — | 33740F714 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $631.8K | 11,471 | — | 33740U307 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $631.4K | 12,484 | — | 922907746 |
| INNOVATOR ETFS TRUST | EQUITY DEF PROTN | $610.5K | 23,494 | — | 45784N775 |
| KEYSIGHT TECHNOLOGIES INC | COM | $586.8K | 1,676 | — | 49338L103 |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | $582.9K | 5,794 | — | 922021605 |
| INNOVATOR ETFS TRUST | EQUITY DEFIN 1YR | $560.9K | 20,314 | — | 45784N700 |
| INNOVATOR ETFS TRUST | US EQUT BUFR AUG | $560.8K | 10,459 | — | 45782C698 |
| ISHARES TR | ESG AWR MSCI USA | $555.3K | 3,393 | — | 46435G425 |
| INNOVATOR ETFS TRUST | US EQT BUFR APR | $552.2K | 10,368 | — | 45782C888 |
| ISHARES TR | IBONDS 28 TRM TS | $552.2K | 24,939 | — | 46436E833 |
| INNOVATOR ETFS TRUST | US EQTY BUF NOV | $542.1K | 11,338 | — | 45782C581 |
| ALPHABET INC | CAP STK CL C | $507.5K | 1,436 | — | 02079K107 |
| ABBVIE INC | COM | $504K | 2,003 | — | 00287Y109 |
| BROADCOM INC | COM | $502.1K | 1,329 | — | 11135F101 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INTL ETF | $495.9K | 21,185 | — | 33740F169 |
| ISHARES TR | CALIF MUN BD ETF | $495.1K | 8,589 | — | 464288356 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $493.1K | 8,473 | — | 92206C102 |
| FIRST TR EXCHNG TRADED FD VI | FT VE US EQ APRI | $490.9K | 15,494 | — | 33740U372 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $490.3K | 8,041 | — | 33740F763 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST DEEP ETF | $445.4K | 14,985 | — | 33740U703 |
| J P MORGAN EXCHANGE TRADED F | JPMORGAN NASDAQ | $437.2K | 7,143 | — | 46654Q625 |
| J P MORGAN EXCHANGE TRADED F | HEDG EQU LAD ETF | $434.5K | 6,429 | — | 46654Q724 |
| INTEL CORP | COM | $411.2K | 2,945 | — | 458140100 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | $409K | 7,509 | — | 33740U505 |
| APPLIED MATLS INC | COM | $407.8K | 564 | — | 038222105 |
| INNOVATOR ETFS TRUST | EQUI DEFI SEPT | $402K | 14,588 | — | 45784N106 |
| FIRST TR EXCHANGE-TRADED FD | BLOOMBERG AI ETF | $399.1K | 7,336 | — | 33734X739 |
| FIRST TR EXCHANGE-TRADED FD | INDXX NAT RE ETF | $369.1K | 23,257 | — | 33734X838 |
| STATE STR SPDR S&P MIDCAP 40 | UTSER1 S&PDCRP | $368.6K | 524 | — | 78467Y107 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $366.3K | 8,081 | — | 45782C300 |
| WELLS FARGO & CO | COM | $362.8K | 4,390 | — | 949746101 |
| ISHARES TR | SHRT NAT MUN ETF | $358.8K | 3,370 | — | 464288158 |
| ELI LILLY & CO | COM | $352.8K | 294 | — | 532457108 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $349K | 6,210 | — | 33740F748 |
| INNOVATOR ETFS TRUST | EQUI DEFI 1 NOVE | $348.9K | 12,705 | — | 45784N809 |
| ISHARES TR | CORE S&P SCP ETF | $345.1K | 2,327 | — | 464287804 |
| JOHNSON & JOHNSON | COM | $343.8K | 1,353 | — | 478160104 |
| ISHARES TR | NATIONAL MUN ETF | $336.3K | 3,125 | — | 464288414 |
| ISHARES TR | CORE S&P MCP ETF | $326.8K | 4,238 | — | 464287507 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $324.9K | 7,774 | — | 33740U687 |
| INNOVATOR ETFS TRUST | EQUI DEFI 1 DECE | $321.1K | 12,155 | — | 45784N858 |
| FIRST TR EXCHNG TRADED FD VI | VEST US EQUITY M | $320.2K | 9,382 | — | 33740U612 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BFR | $319.8K | 8,275 | — | 45782C425 |
| INNOVATOR ETFS TRUST | US EQTY BUFR JUL | $319.1K | 5,875 | — | 45782C789 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | $318.8K | 1,721 | — | 81369Y704 |
| META PLATFORMS INC | CL A | $312.7K | 555 | — | 30303M102 |
| EDISON INTL | COM | $308.3K | 4,140 | — | 281020107 |
| DELL TECHNOLOGIES INC | CL C | $306.1K | 709 | — | 24703L202 |
| VANGUARD WORLD FD | FINANCIALS ETF | $302.2K | 2,296 | — | 92204A405 |
| LAM RESEARCH CORP | COM NEW | $301.2K | 695 | — | 512807306 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | $301K | 5,329 | — | 46641Q332 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | $298.3K | 10,147 | — | 33738D879 |
| SPDR GOLD TR | GOLD SHS | $296.5K | 805 | — | 78463V107 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $295.8K | 7,432 | — | 33740U679 |
| INNOVATOR ETFS TRUST | EQUI DEFI 1 APRI | $295K | 11,074 | — | 45784N726 |
| FIRST TR EXCHANGE-TRADED FD | VEST LADDERED | $292.1K | 14,049 | — | 33733E690 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | $289.7K | 7,781 | — | 33740F581 |
| PALANTIR TECHNOLOGIES INC | CL A | $286.7K | 2,457 | — | 69608A108 |
| EVERSOURCE ENERGY | COM | $285.5K | 3,951 | — | 30040W108 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | $283.9K | 6,393 | — | 33740U810 |
| SPDR SERIES TRUST | ST STR P500VAL | $280.9K | 4,621 | — | 78464A508 |
| JPMORGAN CHASE & CO | COM | $278K | 849 | — | 46625H100 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $277.4K | 4,627 | — | 33740F722 |
| NORTHERN LTS FD TR IV | BROOK ACTIV ETF | $273.6K | 7,468 | — | 66537J879 |
| CUMMINS INC | COM | $269.4K | 378 | — | 231021106 |
| BLACKSTONE INC | COM | $265.5K | 2,257 | — | 09260D107 |
| UNION PAC CORP | COM | $264.2K | 971 | — | 907818108 |
| NORTHERN LTS FD TR IV | BROOK OPPOR ETF | $258.7K | 7,497 | — | 66537J861 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST S&P 500 | $253.3K | 5,017 | — | 33739Q705 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | $243.8K | 5,851 | — | 33740F458 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST NASD 100 | $243.6K | 9,723 | — | 33740F219 |
| GILEAD SCIENCES INC | COM | $243.1K | 1,923 | — | 375558103 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $240K | 5,680 | — | 45782C375 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $239.8K | 6,310 | — | 45782C292 |
| ISHARES TR | MSCI USA MIN ETF | $239.6K | 2,484 | — | 46429B697 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | $239.5K | 6,214 | — | 45782C730 |
| NORTHERN LTS FD TR IV | BROOK YIELD ETF | $237.8K | 8,651 | — | 66537J853 |
| AMGEN INC | COM | $237.6K | 656 | — | 031162100 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $236.1K | 1,488 | — | 81369Y209 |
| ARK ETF TR | AUTNMUS TECHNLGY | $234.3K | 1,772 | — | 00214Q203 |
| CATERPILLAR INC | COM | $231.1K | 217 | — | 149123101 |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | $223.4K | 4,269 | — | 092528603 |
| JACOBS SOLUTIONS INC | COM | $222.9K | 1,769 | — | 46982L108 |
| BANK OF AMER CORP | COM | $222.5K | 3,905 | — | 060505104 |
| LOWES COS INC | COM | $221.8K | 1,006 | — | 548661107 |
| SSGA ACTIVE ETF TR | ST STR TOTAL ETF | $219.2K | 5,553 | — | 78467V848 |
| EXXON MOBIL CORP | COM | $216K | 1,580 | — | 30231G102 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S EQT | $209.7K | 5,091 | — | 33740F433 |
| ADVANCED MICRO DEVICES INC | COM | $208.5K | 359 | — | 007903107 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | $204.8K | 4,065 | — | 78463X889 |
| SPDR INDEX SHS FDS | ST PORT MARK ETF | $204.6K | 3,952 | — | 78463X509 |
| PAYCHEX INC | COM | $201.8K | 2,051 | — | 704326107 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-22