CHRIS BULMAN INC

Filed: 4/15/2025ACC: 0002032404-25-000002

📋 What this filing means

CHRIS BULMAN INC filed this quarterly 13F‑HR report disclosing 121 equity positions with a total reported market value of $158.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

121

Positions

$158.38M

Total AUM (reported)

2.74M

Total Shares

Allocation by class

US EQTY PWR BUF$25.38M16.0%

COM$23.51M14.8%

FT VEST LADDERED$8.75M5.5%

UNIT SER 1$6.95M4.4%

DIV APP ETF$5.86M3.7%

VALUE ETF$5.75M3.6%

GROWTH ETF$5.38M3.4%

Portfolio Concentration

Top 3$29.61M18.7%

4–10$37.16M23.5%

11–25$35.32M22.3%

Rest$56.27M35.5%

Top 3 weight

18.7%

Top 10 weight

42.2%

Voting Authority Distribution

Total shares with voting rights: 2.74M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

2.74M

% of voting shares100.0%

Investment Discretion (by position count)

Sole121

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings121

Rows:

INNOVATOR ETFS TRUST

SOLE

US EQTY PWR BUF

Shares287.15K

TypeSH

Market value$10.63M

6.71%

Sole

0.00

Shared

0.00

None

287.15K

APPLE INC

SOLE

COM

Shares47.34K

TypeSH

Market value$10.52M

6.64%

Sole

0.00

Shared

0.00

None

47.34K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST LADDERED

Shares285.32K

TypeSH

Market value$8.47M

5.35%

Sole

0.00

Shared

0.00

None

285.32K

INVESCO QQQ TR

SOLE

UNIT SER 1

Shares14.83K

TypeSH

Market value$6.95M

4.39%

Sole

0.00

Shared

0.00

None

14.83K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares30.19K

TypeSH

Market value$5.86M

3.70%

Sole

0.00

Shared

0.00

None

30.19K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares33.27K

TypeSH

Market value$5.75M

3.63%

Sole

0.00

Shared

0.00

None

33.27K

VANGUARD INDEX FDS

SOLE

GROWTH ETF

Shares14.51K

TypeSH

Market value$5.38M

3.40%

Sole

0.00

Shared

0.00

None

14.51K

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares23.89K

TypeSH

Market value$4.77M

3.01%

Sole

0.00

Shared

0.00

None

23.89K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares9.19K

TypeSH

Market value$4.72M

2.98%

Sole

0.00

Shared

0.00

None

9.19K

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares16.85K

TypeSH

Market value$3.74M

2.36%

Sole

0.00

Shared

0.00

None

16.85K

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares120.19K

TypeSH

Market value$3.36M

2.12%

Sole

0.00

Shared

0.00

None

120.19K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST U.S

Shares74.33K

TypeSH

Market value$2.87M

1.81%

Sole

0.00

Shared

0.00

None

74.33K

PROSHARES TR

SOLE

S&P 500 DV ARIST

Shares27.80K

TypeSH

Market value$2.84M

1.79%

Sole

0.00

Shared

0.00

None

27.80K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares26.94K

TypeSH

Market value$2.67M

1.68%

Sole

0.00

Shared

0.00

None

26.94K

VANECK ETF TRUST

SOLE

MRNGSTR WDE MOAT

Shares29.82K

TypeSH

Market value$2.62M

1.66%

Sole

0.00

Shared

0.00

None

29.82K

INNOVATOR ETFS TRUST

SOLE

US EQTY PWR BUF

Shares72.65K

TypeSH

Market value$2.60M

1.64%

Sole

0.00

Shared

0.00

None

72.65K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares41.20K

TypeSH

Market value$2.41M

1.52%

Sole

0.00

Shared

0.00

None

41.20K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST INT EQ M

Shares94.11K

TypeSH

Market value$2.14M

1.35%

Sole

0.00

Shared

0.00

None

94.11K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares41.58K

TypeSH

Market value$2.11M

1.33%

Sole

0.00

Shared

0.00

None

41.58K

INNOVATOR ETFS TRUST

SOLE

DEFINED WLT SHLD

Shares65.38K

TypeSH

Market value$2.05M

1.30%

Sole

0.00

Shared

0.00

None

65.38K

INNOVATOR ETFS TRUST

SOLE

US EQTY PWR BUF

Shares51.50K

TypeSH

Market value$2.00M

1.26%

Sole

0.00

Shared

0.00

None

51.50K

INNOVATOR ETFS TRUST

SOLE

US EQTY PWR BUF

Shares51.65K

TypeSH

Market value$1.94M

1.23%

Sole

0.00

Shared

0.00

None

51.65K

INNOVATOR ETFS TRUST

SOLE

US EQTY PWR BUF

Shares50.12K

TypeSH

Market value$1.92M

1.22%

Sole

0.00

Shared

0.00

None

50.12K

INNOVATOR ETFS TRUST

SOLE

US EQTY BUF DEC

Shares45.85K

TypeSH

Market value$1.92M

1.21%

Sole

0.00

Shared

0.00

None

45.85K

FIRST TR EXCHANGE-TRADED FD

SOLE

SMID RISNG ETF

Shares55.50K

TypeSH

Market value$1.86M

1.17%

Sole

0.00

Shared

0.00

None

55.50K

Issuer	Class	Shares	Type	Value / Portfolio %	None
INNOVATOR ETFS TRUSTSOLE	US EQTY PWR BUF	287.15K	SH	$10.63M 6.71%	287.15K
APPLE INCSOLE	COM	47.34K	SH	$10.52M 6.64%	47.34K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST LADDERED	285.32K	SH	$8.47M 5.35%	285.32K
INVESCO QQQ TRSOLE	UNIT SER 1	14.83K	SH	$6.95M 4.39%	14.83K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	30.19K	SH	$5.86M 3.70%	30.19K
VANGUARD INDEX FDSSOLE	VALUE ETF	33.27K	SH	$5.75M 3.63%	33.27K
VANGUARD INDEX FDSSOLE	GROWTH ETF	14.51K	SH	$5.38M 3.40%	14.51K
ISHARES TRSOLE	RUSSELL 2000 ETF	23.89K	SH	$4.77M 3.01%	23.89K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	9.19K	SH	$4.72M 2.98%	9.19K
VANGUARD INDEX FDSSOLE	SMALL CP ETF	16.85K	SH	$3.74M 2.36%	16.85K
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	120.19K	SH	$3.36M 2.12%	120.19K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST U.S	74.33K	SH	$2.87M 1.81%	74.33K
PROSHARES TRSOLE	S&P 500 DV ARIST	27.80K	SH	$2.84M 1.79%	27.80K
ISHARES TRSOLE	CORE US AGGBD ET	26.94K	SH	$2.67M 1.68%	26.94K
VANECK ETF TRUSTSOLE	MRNGSTR WDE MOAT	29.82K	SH	$2.62M 1.66%	29.82K
INNOVATOR ETFS TRUSTSOLE	US EQTY PWR BUF	72.65K	SH	$2.60M 1.64%	72.65K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	41.20K	SH	$2.41M 1.52%	41.20K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST INT EQ M	94.11K	SH	$2.14M 1.35%	94.11K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	41.58K	SH	$2.11M 1.33%	41.58K
INNOVATOR ETFS TRUSTSOLE	DEFINED WLT SHLD	65.38K	SH	$2.05M 1.30%	65.38K
INNOVATOR ETFS TRUSTSOLE	US EQTY PWR BUF	51.50K	SH	$2.00M 1.26%	51.50K
INNOVATOR ETFS TRUSTSOLE	US EQTY PWR BUF	51.65K	SH	$1.94M 1.23%	51.65K
INNOVATOR ETFS TRUSTSOLE	US EQTY PWR BUF	50.12K	SH	$1.92M 1.22%	50.12K
INNOVATOR ETFS TRUSTSOLE	US EQTY BUF DEC	45.85K	SH	$1.92M 1.21%	45.85K
FIRST TR EXCHANGE-TRADED FDSOLE	SMID RISNG ETF	55.50K	SH	$1.86M 1.17%	55.50K

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