Filed: 2/10/2025ACC: 0002032404-25-000001
📋 What this filing means
CHRIS BULMAN INC filed this quarterly 13F‑HR report disclosing 123 equity positions with a total reported market value of $156.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
123
Positions
$156.68M
Total AUM (reported)
2.62M
Total Shares
Allocation by class
US EQTY PWR BUF$24.78M15.8%
COM$24.44M15.6%
FT VEST LADDERED$9.08M5.8%
UNIT SER 1$6.30M4.0%
GROWTH ETF$6.22M4.0%
DIV APP ETF$6.17M3.9%
VALUE ETF$5.87M3.7%
Portfolio Concentration
Top 3$31.77M20.3%
4–10$37.39M23.9%
11–25$34.43M22.0%
Rest$53.09M33.9%
Top 3 weight
20.3%
Top 10 weight
44.1%
Voting Authority Distribution
Total shares with voting rights: 2.62M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.62M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole123
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings123
Rows:
APPLE INC
SOLEShares46.86K
TypeSH
Market value$11.73M
7.49%
Sole
0.00
Shared
0.00
None
46.86K
INNOVATOR ETFS TRUST
SOLEShares299.67K
TypeSH
Market value$11.24M
7.18%
Sole
0.00
Shared
0.00
None
299.67K
FIRST TR EXCHNG TRADED FD VI
SOLEShares288.70K
TypeSH
Market value$8.80M
5.61%
Sole
0.00
Shared
0.00
None
288.70K
INVESCO QQQ TR
SOLEShares12.32K
TypeSH
Market value$6.30M
4.02%
Sole
0.00
Shared
0.00
None
12.32K
VANGUARD INDEX FDS
SOLEShares15.16K
TypeSH
Market value$6.22M
3.97%
Sole
0.00
Shared
0.00
None
15.16K
VANGUARD SPECIALIZED FUNDS
SOLEShares31.51K
TypeSH
Market value$6.17M
3.94%
Sole
0.00
Shared
0.00
None
31.51K
VANGUARD INDEX FDS
SOLEShares34.69K
TypeSH
Market value$5.87M
3.75%
Sole
0.00
Shared
0.00
None
34.69K
ISHARES TR
SOLEShares24.64K
TypeSH
Market value$5.44M
3.47%
Sole
0.00
Shared
0.00
None
24.64K
VANGUARD INDEX FDS
SOLEShares17.41K
TypeSH
Market value$4.18M
2.67%
Sole
0.00
Shared
0.00
None
17.41K
VANGUARD INDEX FDS
SOLEShares5.93K
TypeSH
Market value$3.20M
2.04%
Sole
0.00
Shared
0.00
None
5.93K
FIRST TR EXCHNG TRADED FD VI
SOLEShares77.36K
TypeSH
Market value$3.01M
1.92%
Sole
0.00
Shared
0.00
None
77.36K
VANECK ETF TRUST
SOLEShares31.88K
TypeSH
Market value$2.96M
1.89%
Sole
0.00
Shared
0.00
None
31.88K
PROSHARES TR
SOLEShares28.86K
TypeSH
Market value$2.87M
1.83%
Sole
0.00
Shared
0.00
None
28.86K
ISHARES TR
SOLEShares29.40K
TypeSH
Market value$2.85M
1.82%
Sole
0.00
Shared
0.00
None
29.40K
INNOVATOR ETFS TRUST
SOLEShares57.40K
TypeSH
Market value$2.24M
1.43%
Sole
0.00
Shared
0.00
None
57.40K
JANUS DETROIT STR TR
SOLEShares42.91K
TypeSH
Market value$2.18M
1.39%
Sole
0.00
Shared
0.00
None
42.91K
INNOVATOR ETFS TRUST
SOLEShares56.44K
TypeSH
Market value$2.17M
1.39%
Sole
0.00
Shared
0.00
None
56.44K
FIRST TR EXCHNG TRADED FD VI
SOLEShares98.32K
TypeSH
Market value$2.13M
1.36%
Sole
0.00
Shared
0.00
None
98.32K
INNOVATOR ETFS TRUST
SOLEShares66.95K
TypeSH
Market value$2.10M
1.34%
Sole
0.00
Shared
0.00
None
66.95K
INNOVATOR ETFS TRUST
SOLEShares54.34K
TypeSH
Market value$2.09M
1.33%
Sole
0.00
Shared
0.00
None
54.34K
INNOVATOR ETFS TRUST
SOLEShares51.66K
TypeSH
Market value$2.04M
1.30%
Sole
0.00
Shared
0.00
None
51.66K
INNOVATOR ETFS TRUST
SOLEShares47.19K
TypeSH
Market value$2.03M
1.30%
Sole
0.00
Shared
0.00
None
47.19K
SCHWAB STRATEGIC TR
SOLEShares72.29K
TypeSH
Market value$1.98M
1.26%
Sole
0.00
Shared
0.00
None
72.29K
INNOVATOR ETFS TRUST
SOLEShares53.95K
TypeSH
Market value$1.94M
1.24%
Sole
0.00
Shared
0.00
None
53.95K
ISHARES TR
SOLEShares36.33K
TypeSH
Market value$1.83M
1.17%
Sole
0.00
Shared
0.00
None
36.33K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 46.86K | SH | $11.73M 7.49% | 0.00 | 0.00 | 46.86K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 299.67K | SH | $11.24M 7.18% | 0.00 | 0.00 | 299.67K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 288.70K | SH | $8.80M 5.61% | 0.00 | 0.00 | 288.70K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 12.32K | SH | $6.30M 4.02% | 0.00 | 0.00 | 12.32K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 15.16K | SH | $6.22M 3.97% | 0.00 | 0.00 | 15.16K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 31.51K | SH | $6.17M 3.94% | 0.00 | 0.00 | 31.51K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 34.69K | SH | $5.87M 3.75% | 0.00 | 0.00 | 34.69K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 24.64K | SH | $5.44M 3.47% | 0.00 | 0.00 | 24.64K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 17.41K | SH | $4.18M 2.67% | 0.00 | 0.00 | 17.41K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 5.93K | SH | $3.20M 2.04% | 0.00 | 0.00 | 5.93K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST U.S | 77.36K | SH | $3.01M 1.92% | 0.00 | 0.00 | 77.36K |
VANECK ETF TRUSTSOLE | MRNGSTR WDE MOAT | 31.88K | SH | $2.96M 1.89% | 0.00 | 0.00 | 31.88K |
PROSHARES TRSOLE | S&P 500 DV ARIST | 28.86K | SH | $2.87M 1.83% | 0.00 | 0.00 | 28.86K |
ISHARES TRSOLE | CORE US AGGBD ET | 29.40K | SH | $2.85M 1.82% | 0.00 | 0.00 | 29.40K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 57.40K | SH | $2.24M 1.43% | 0.00 | 0.00 | 57.40K |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 42.91K | SH | $2.18M 1.39% | 0.00 | 0.00 | 42.91K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BF | 56.44K | SH | $2.17M 1.39% | 0.00 | 0.00 | 56.44K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST INT EQ M | 98.32K | SH | $2.13M 1.36% | 0.00 | 0.00 | 98.32K |
INNOVATOR ETFS TRUSTSOLE | DEFINED WLT SHLD | 66.95K | SH | $2.10M 1.34% | 0.00 | 0.00 | 66.95K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 54.34K | SH | $2.09M 1.33% | 0.00 | 0.00 | 54.34K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 51.66K | SH | $2.04M 1.30% | 0.00 | 0.00 | 51.66K |
INNOVATOR ETFS TRUSTSOLE | US EQTY BUF DEC | 47.19K | SH | $2.03M 1.30% | 0.00 | 0.00 | 47.19K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 72.29K | SH | $1.98M 1.26% | 0.00 | 0.00 | 72.29K |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 53.95K | SH | $1.94M 1.24% | 0.00 | 0.00 | 53.95K |
ISHARES TRSOLE | TRS FLT RT BD | 36.33K | SH | $1.83M 1.17% | 0.00 | 0.00 | 36.33K |
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