Chris Bulman Inc

13F filer, CIK 2032404, ROSEVILLE, CA

Chris Bulman Inc reported $146,903,829 across 113 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-22. Its ten largest share positions make up 47% of the portfolio.

Filed 2024-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0002032404-24-000003

Period: 2024-09-30
Reported value: $147M
Holdings: 113
Top 10 weight: 47%
New: 13
Sold out: 293

Largest buys vs the previous quarter

Security	Shares change	Approx. value
QQQadded	+2,379	$1.16M
VOOadded	+2,063	$1.09M
PSEPadded	+25,373	$978K
PAUGadded	+24,444	$925K
RDVYnew	+13,478	$798K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
BUFRreduced	-38,614	-$1.15M
SPYMreduced	-13,908	-$939K
VBreduced	-3,301	-$783K
PJUNreduced	-15,768	-$581K
YSEPreduced	-21,750	-$496K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0002032404-24-000003, largest first. % of portfolio is the value over $146,903,829, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
PJUNINNOVATOR ETFS TRUST	318,565	$11.7M	8%	-15,768	Timeline
AAPLAPPLE INC	46,646	$10.9M	7.4%	-249	Timeline
BUFRFIRST TR EXCHNG TRADED FD VI	288,220	$8.61M	5.86%	-38,614	Timeline
VIGVANGUARD SPECIALIZED FUNDS	36,491	$7.23M	4.92%	-2,082	Timeline
QQQINVESCO QQQ TR	11,831	$5.77M	3.93%	+2,379	Timeline
VUGVANGUARD INDEX FDS	14,864	$5.71M	3.88%	+1,283	Timeline
VTVVANGUARD INDEX FDS	32,448	$5.66M	3.86%	+3,033	Timeline
AGGISHARES TR	51,411	$5.21M	3.54%	+4,206	Timeline
VBVANGUARD INDEX FDS	18,720	$4.44M	3.02%	-3,301	Timeline
MOATVANECK ETF TRUST	39,158	$3.8M	2.58%	+2,702	Timeline
XSEPFIRST TR EXCHNG TRADED FD VI	79,684	$3.06M	2.08%	-1,256	Timeline
NOBLPROSHARES TR	27,688	$2.96M	2.01%	+3,254	Timeline
YSEPFIRST TR EXCHNG TRADED FD VI	111,117	$2.54M	1.73%	-21,750	Timeline
VEAVANGUARD TAX-MANAGED FDS	47,417	$2.5M	1.7%	+2,807	Timeline
PSEPINNOVATOR ETFS TRUST	57,860	$2.23M	1.52%	+25,373	Timeline
BALTINNOVATOR ETFS TRUST	70,608	$2.18M	1.48%	+4,698	Timeline
PAUGINNOVATOR ETFS TRUST	55,747	$2.11M	1.44%	+24,444	Timeline
JAAAJANUS DETROIT STR TR	39,260	$2M	1.36%	-1,686	Timeline
TFLOISHARES TR	38,971	$1.97M	1.34%	+4,609	Timeline
BDECINNOVATOR ETFS TRUST	43,632	$1.88M	1.28%	-1,585	Timeline
PMAYINNOVATOR ETFS TRUST	53,204	$1.88M	1.28%	-9,756	Timeline
VOOVANGUARD INDEX FDS	3,329	$1.76M	1.2%	+2,063	Timeline
POCTINNOVATOR ETFS TRUST	41,976	$1.63M	1.11%	-6,336	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,829	$1.62M	1.1%	+14	Timeline
PFEBINNOVATOR ETFS TRUST	43,284	$1.56M	1.06%	-8,581	Timeline
PJULINNOVATOR ETFS TRUST	37,702	$1.53M	1.04%	+9,572	Timeline
KJULINNOVATOR ETFS TRUST	43,361	$1.26M	0.86%	-1,369	Timeline
IAPRINNOVATOR ETFS TRUST	44,214	$1.26M	0.86%	-1,600	Timeline
NVDANVIDIA CORPORATION	10,327	$1.25M	0.85%	+588	Timeline
IJANINNOVATOR ETFS TRUST	37,706	$1.24M	0.85%	-1,419	Timeline
PDECINNOVATOR ETFS TRUST	32,104	$1.23M	0.84%	+1,488	Timeline
GAUGFIRST TR EXCHNG TRADED FD VI	33,875	$1.18M	0.8%	-1,368	Timeline
FBNDFIDELITY MERRIMACK STR TR	24,991	$1.17M	0.8%	+2,897	Timeline
MSFTMICROSOFT CORP	2,607	$1.12M	0.76%	+137	Timeline
NJULINNOVATOR ETFS TRUST	16,327	$993K	0.68%	-950	Timeline
TSLATESLA INC	3,704	$969K	0.66%	+109	Timeline
SPYMSPDR SERIES TRUST	14,030	$947K	0.64%	-13,908	Timeline
INTUINTUIT	1,520	$944K	0.64%	+17	Timeline
USMVISHARES TR	10,301	$941K	0.64%	-753	Timeline
PMARINNOVATOR ETFS TRUST	21,803	$856K	0.58%	-7,465	Timeline
RDVYFIRST TR EXCHANGE TRADED FD	13,478	$798K	0.54%	new	Timeline
ALLALLSTATE CORP	4,166	$790K	0.54%	0	Timeline
SCHDSCHWAB STRATEGIC TR	9,316	$787K	0.54%	new	Timeline
PAPRINNOVATOR ETFS TRUST	21,679	$779K	0.53%	-2,480	Timeline
BAMDNORTHERN LTS FD TR IV	23,113	$762K	0.52%	-1,668	Timeline
IVVISHARES TR	1,314	$758K	0.52%	+52	Timeline
BAMGNORTHERN LTS FD TR IV	22,806	$758K	0.52%	-1,558	Timeline
BAMVNORTHERN LTS FD TR IV	22,877	$722K	0.49%	-1,546	Timeline
BIVVANGUARD BD INDEX FDS	9,140	$716K	0.49%	new	Timeline
PNOVINNOVATOR ETFS TRUST	18,916	$698K	0.48%	-972	Timeline
LOWLOWES COS INC	2,559	$693K	0.47%	+2,000	Timeline
FICSFIRST TR EXCHANGE TRADED FD	17,451	$654K	0.45%	new	Timeline
HONHONEYWELL INTL INC	2,889	$597K	0.41%	-32	Timeline
PJANINNOVATOR ETFS TRUST	14,429	$596K	0.41%	+3,126	Timeline
GMARFIRST TR EXCHNG TRADED FD VI	15,682	$576K	0.39%	new	Timeline
VGTVANGUARD WORLD FD	959	$562K	0.38%	0	Timeline
UNPUNION PAC CORP	2,269	$559K	0.38%	+58	Timeline
SDVYFIRST TR EXCHANGE TRADED FD	14,944	$544K	0.37%	new	Timeline
WCNWASTE CONNECTIONS INC	2,840	$508K	0.35%	0	Timeline
SPLVINVESCO EXCH TRADED FD TR II	6,920	$496K	0.34%	-298	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	854	$490K	0.33%	-11	Timeline
ABBVABBVIE INC	2,464	$487K	0.33%	+15	Timeline
BAPRINNOVATOR ETFS TRUST	10,947	$475K	0.32%	-234	Timeline
UITBVICTORY PORTFOLIOS II	9,248	$443K	0.3%	new	Timeline
MARMFIRST TR EXCHNG TRADED FD VI	14,478	$441K	0.3%	+3,367	Timeline
LMBSFIRST TR EXCHANGE-TRADED FD	8,403	$415K	0.28%	+7,510	Timeline
BJUNINNOVATOR ETFS TRUST	9,977	$406K	0.28%	-928	Timeline
BFEBINNOVATOR ETFS TRUST	9,315	$391K	0.27%	-6,426	Timeline
AMZNAMAZON COM INC	2,029	$378K	0.26%	+644	Timeline
SPYGSPDR SERIES TRUST	4,358	$361K	0.25%	-4,866	Timeline
BAUGINNOVATOR ETFS TRUST	8,219	$352K	0.24%	+6,303	Timeline
JNJJOHNSON & JOHNSON	2,132	$345K	0.24%	+26	Timeline
WMTWALMART INC	4,244	$343K	0.23%	+213	Timeline
BSEPINNOVATOR ETFS TRUST	7,833	$330K	0.22%	+6,337	Timeline
LLYELI LILLY & CO	369	$327K	0.22%	+98	Timeline
CMICUMMINS INC	1,009	$327K	0.22%	+11	Timeline
BSCSINVESCO EXCH TRD SLF IDX FD	15,317	$315K	0.21%	-274	Timeline
BSCRINVESCO EXCH TRD SLF IDX FD	15,889	$313K	0.21%	-277	Timeline
BSCQINVESCO EXCH TRD SLF IDX FD	15,933	$312K	0.21%	-274	Timeline
INVESCOINVESCO	15,023	$310K	0.21%	-249
SPYVSPDR SERIES TRUST	5,814	$307K	0.21%	-5,489	Timeline
AVEMAMERICAN CENTY ETF TR	4,605	$297K	0.2%	new	Timeline
FJUNFIRST TR EXCHNG TRADED FD VI	5,785	$292K	0.2%	+5,115	Timeline
METAMETA PLATFORMS INC	495	$283K	0.19%	+20	Timeline
KEYSKEYSIGHT TECHNOLOGIES INC	1,728	$275K	0.19%	-7	Timeline
FFEBFIRST TR EXCHNG TRADED FD VI	5,567	$270K	0.18%	+3,513	Timeline
JMBSJANUS DETROIT STR TR	5,751	$268K	0.18%	-4,466	Timeline
BJULINNOVATOR ETFS TRUST	6,131	$268K	0.18%	new	Timeline
BUFDFIRST TR EXCHNG TRADED FD VI	10,662	$267K	0.18%	-9,307	Timeline
BAMANORTHERN LTS FD TR IV	8,705	$266K	0.18%	-679	Timeline
BAMONORTHERN LTS FD TR IV	8,705	$261K	0.18%	-667	Timeline
IJHISHARES TR	4,180	$260K	0.18%	0	Timeline
IJRISHARES TR	2,211	$259K	0.18%	0	Timeline
BKLNINVESCO EXCH TRADED FD TR II	12,240	$257K	0.18%	-9,523	Timeline
XMLVINVESCO EXCH TRADED FD TR II	4,124	$252K	0.17%	-160	Timeline
EFAVISHARES TR	3,281	$252K	0.17%	-123	Timeline
VFHVANGUARD WORLD FD	2,254	$248K	0.17%	0	Timeline
JEPIJ P MORGAN EXCHANGE TRADED F	4,043	$241K	0.16%	+1,169	Timeline
GJUNFIRST TR EXCHNG TRADED FD VI	6,761	$239K	0.16%	new	Timeline
BXBLACKSTONE INC	1,554	$238K	0.16%	0	Timeline
BAMYNORTHERN LTS FD TR IV	8,856	$236K	0.16%	-578	Timeline
INVESCOINVESCO	11,115	$235K	0.16%	-180
XLISELECT SECTOR SPDR TR	1,718	$233K	0.16%	new	Timeline
JJACOBS SOLUTIONS INC	1,769	$232K	0.16%	0	Timeline
XLVSELECT SECTOR SPDR TR	1,478	$228K	0.15%	0	Timeline
FJANFIRST TR EXCHNG TRADED FD VI	4,972	$222K	0.15%	+876	Timeline
ZJULINNOVATOR ETFS TRUST	8,235	$221K	0.15%	new	Timeline
UFEBINNOVATOR ETFS TRUST	6,771	$220K	0.15%	-5,490	Timeline
NJANINNOVATOR ETFS TRUST	4,722	$219K	0.15%	-2,930	Timeline
UAPRINNOVATOR ETFS TRUST	7,189	$217K	0.15%	-5,865	Timeline
AXPAMERICAN EXPRESS CO	772	$209K	0.14%	+84	Timeline
UCONFIRST TR EXCHNG TRADED FD VI	8,166	$205K	0.14%	new	Timeline
FMAYFIRST TR EXCHNG TRADED FD VI	4,405	$205K	0.14%	+4,176	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

The largest 100 of 293. All 293

Security	Shares before	Value before	Type
SPEMSPDR INDEX SHS FDS	7,704	$290K	shares
SPDWSPDR INDEX SHS FDS	7,958	$279K	shares
BMARINNOVATOR ETFS TRUST	6,139	$265K	shares
BMAYINNOVATOR ETFS TRUST	6,896	$262K	shares
BAMUNORTHERN LTS FD TR IV	8,208	$207K	shares
DJUNFIRST TR EXCHNG TRADED FD VI	4,642	$190K	shares
CRMSALESFORCE INC	722	$186K	shares
BRK-BBERKSHIRE HATHAWAY INC DEL	433	$176K	shares
BAMBNORTHERN LTS FD TR IV	6,689	$172K	shares
DJANFIRST TR EXCHNG TRADED FD VI	4,614	$171K	shares
BSTPINNOVATOR ETFS TRUST	4,967	$156K	shares
FDXFEDEX CORP	510	$153K	shares
VTEBVANGUARD MUN BD FDS	3,046	$153K	shares
IUSBISHARES TR	3,283	$148K	shares
CLOABLACKROCK ETF TRUST II	2,823	$147K	shares
ABTABBOTT LABORATORIES	1,371	$142K	shares
UPSUNITED PARCEL SVCS INC	1,041	$142K	shares
BUFGFIRST TR EXCHNG TRADED FD VI	6,048	$140K	shares
BUFQFIRST TR EXCHNG TRADED FD VI	4,731	$140K	shares
BNYBANK OF NY MELLON CORP	2,329	$139K	shares
GOOGLALPHABET INC	760	$138K	shares
BACBANK OF AMER CORP	3,472	$138K	shares
JPMJPMORGAN CHASE & CO	682	$138K	shares
BABOEING CO	754	$137K	shares
TAT&T INC	6,877	$131K	shares
DDDUPONT DE NEMOURS INC	1,616	$130K	shares
GMGENERAL MTRS CO	2,736	$127K	shares
FISFIDELITY NATL INFORMATION SV	1,660	$125K	shares
EFXEQUIFAX INC	513	$124K	shares
TTDTHE TRADE DESK INC	1,269	$124K	shares
EEMVISHARES INC	2,085	$119K	shares
UJANINNOVATOR ETFS TRUST	3,154	$117K	shares
CMECME GROUP INC	593	$117K	shares
XSLVINVESCO EXCH TRADED FD TR II	2,628	$115K	shares
UBERUBER TECHNOLOGIES INC	1,571	$114K	shares
GILDGILEAD SCIENCES INC	1,658	$114K	shares
MCDMCDONALDS CORP	438	$112K	shares
CMCSACOMCAST CORP NEW	2,762	$108K	shares
PSTPINNOVATOR ETFS TRUST	3,496	$107K	shares
VZVERIZON COMMUNICATIONS INC	2,388	$98.5K	shares
ESGUISHARES TR	803	$95.8K	shares
XYLDGLOBAL X FDS	2,278	$92.1K	shares
MRKMERCK & CO INC	731	$90.5K	shares
AEPAMERICAN ELEC PWR CO INC	1,029	$90.3K	shares
IVWISHARES TR	967	$89.5K	shares
HPQHP INC	2,516	$88.1K	shares
PANWPALO ALTO NETWORKS INC	258	$87.5K	shares
XOMEXXON MOBIL CORP	760	$87.5K	shares
ARKKARK ETF TR	1,974	$86.8K	shares
KMBKIMBERLY-CLARK CORP	616	$85.2K	shares
CAGCONAGRA BRANDS INC	2,978	$84.6K	shares
IVEISHARES TR	463	$84.3K	shares
ARKQARK ETF TR	1,528	$84.2K	shares
SUBISHARES TR	802	$83.8K	shares
MUBISHARES TR	785	$83.6K	shares
IPINTERNATIONAL PAPER CO	1,933	$83.4K	shares
LQDISHARES TR	777	$83.2K	shares
ETENERGY TRANSFER L P	5,116	$83K	shares
KMIKINDER MORGAN INC DEL	4,157	$82.6K	shares
OXYOCCIDENTAL PETE CORP	1,303	$82.1K	shares
UNHUNITEDHEALTH GROUP INC	161	$82K	shares
DISDISNEY WALT CO	822	$81.6K	shares
BILSPDR SERIES TRUST	887	$81.4K	shares
AMDADVANCED MICRO DEVICES INC	500	$81.1K	shares
NINISOURCE INC	2,808	$80.9K	shares
MMM3M CO	784	$80.1K	shares
DUKDUKE ENERGY CORP NEW	795	$79.7K	shares
ETRENTERGY CORP NEW	740	$79.2K	shares
DOCHEALTHPEAK PROPERTIES INC	4,026	$78.9K	shares
PRUPRUDENTIAL FINL INC	672	$78.7K	shares
TFCTRUIST FINL CORP	2,019	$78.4K	shares
TROWPRICE T ROWE GROUP INC	675	$77.8K	shares
FFORD MTR CO	6,179	$77.5K	shares
DDOMINION ENERGY INC	1,581	$77.4K	shares
KKELLANOVA	1,340	$77.3K	shares
EIXEDISON INTL	1,075	$77.2K	shares
HBANHUNTINGTON BANCSHARES INC	5,809	$76.6K	shares
OREALTY INCOME CORP	1,447	$76.4K	shares
SJMSMUCKER J M CO	700	$76.3K	shares
CVXCHEVRON CORPORATION	485	$75.9K	shares
HSYHERSHEY CO	406	$74.6K	shares
CCICROWN CASTLE INC	757	$74K	shares
WECWEC ENERGY GROUP INC	942	$73.9K	shares
FMCFMC CORP	1,277	$73.5K	shares
USBUS BANCORP	1,848	$73.4K	shares
UOCTINNOVATOR ETFS TRUST	2,136	$73.2K	shares
DOWDOW HLDGS INC	1,371	$72.7K	shares
DYNFBLACKROCK ETF TRUST	1,529	$71.8K	shares
QUALISHARES TR	418	$71.4K	shares
NVONOVO-NORDISK A S	500	$71.4K	shares
PATTERSON COS INCPATTERSON COS INC	2,932	$70.7K	shares
IJJISHARES TR	614	$69.7K	shares
RTXRTX CORPORATION	687	$69K	shares
GEGE AEROSPACE	428	$68.1K	shares
QQQJINVESCO EXCH TRADED FD TR II	2,427	$67.6K	shares
PGPROCTER & GAMBLE CO	410	$67.5K	shares
VTIVANGUARD INDEX FDS	251	$67.1K	shares
NOWSERVICENOW INC	85	$66.9K	shares
GDGENERAL DYNAMICS CORP	229	$66.5K	shares
BNOVINNOVATOR ETFS TRUST	1,759	$65.8K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002032404-24-000003	base		2024-10-22	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC