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Chris Bulman Portfolio holdings

AUM $228M
1-Year Est. Return 16.59%
This Fund
S&P 500
This Quarter Est. Return
+1.5%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$157M
AUM Growth
+$9.78M
Cap. Flow
+$8.42M
Cap. Flow %
5.37%
Top 10 Hldgs %
44.14%
Holding
127
New
14
Increased
52
Reduced
50
Closed
4

Top Buys

1
IWM icon
iShares Russell 2000 ETF
IWM
+$5.62M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.41M
3
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.26M
4
PDEC icon
Innovator US Equity Power Buffer ETF December
PDEC
+$859K
5
FICS icon
First Trust International Developed Capital Strength ETF
FICS
+$822K

Top Sells

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.17M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.12M
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$994K
4
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$705K
5
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$701K

Sector Composition

1 Technology 9.83%
2 Consumer Discretionary 1.48%
3 Consumer Staples 1.32%
4 Industrials 1.31%
5 Financials 1.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COST icon
26
Costco
COST
$419B
$1.7M 1.09%
1,859
+30
+2% +$27.8K
TSLA icon
27
Tesla
TSLA
$1.43T
$1.49M 0.95%
3,700
-4
-0.1% -$1.29K
RDVY icon
28
First Trust Rising Dividend Achievers ETF
RDVY
$24.3B
$1.46M 0.93%
24,731
+11,253
+83% +$687K
PFEB icon
29
Innovator US Equity Power Buffer ETF February
PFEB
$919M
$1.44M 0.92%
39,101
-4,183
-10% -$152K
FICS icon
30
First Trust International Developed Capital Strength ETF
FICS
$217M
$1.38M 0.88%
40,556
+23,105
+132% +$822K
NVDA icon
31
NVIDIA
NVDA
$4.95T
$1.36M 0.87%
10,130
-197
-2% -$27.2K
KJUL icon
32
Innovator US Small Cap Power Buffer ETF July
KJUL
$141M
$1.25M 0.8%
42,399
-962
-2% -$28.5K
PJUL icon
33
Innovator US Equity Power Buffer ETF July
PJUL
$1.11B
$1.22M 0.78%
29,662
-8,040
-21% -$329K
FBND icon
34
Fidelity Total Bond ETF
FBND
$26.9B
$1.19M 0.76%
26,621
+1,630
+7% +$74.5K
SDVY icon
35
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.5B
$1.18M 0.75%
32,922
+17,978
+120% +$673K
IAPR icon
36
Innovator International Developed Power Buffer ETF April
IAPR
$200M
$1.17M 0.74%
43,705
-509
-1% -$13.9K
GAUG icon
37
FT Vest US Equity Moderate Buffer ETF August
GAUG
$291M
$1.16M 0.74%
32,906
-969
-3% -$34.1K
IJAN icon
38
Innovator International Developed Power Buffer ETF January
IJAN
$256M
$1.13M 0.72%
37,220
-486
-1% -$15.3K
BIV icon
39
Vanguard Intermediate-Term Bond ETF
BIV
$29.1B
$1.09M 0.7%
14,579
+5,439
+60% +$414K
MSFT icon
40
Microsoft
MSFT
$2.91T
$1.08M 0.69%
2,564
-43
-2% -$18.3K
PNOV icon
41
Innovator US Equity Power Buffer ETF November
PNOV
$907M
$1.07M 0.69%
28,378
+9,462
+50% +$356K
NJUL icon
42
Innovator Growth-100 Power Buffer ETF July
NJUL
$235M
$999K 0.64%
15,905
-422
-3% -$26.2K
INTU icon
43
Intuit
INTU
$79.4B
$946K 0.6%
1,505
-15
-1% -$9.59K
USMV icon
44
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$890K 0.57%
10,027
-274
-3% -$25.1K
PMAR icon
45
Innovator US Equity Power Buffer ETF March
PMAR
$756M
$877K 0.56%
21,814
+11
+0.1% +$438
ALL icon
46
Allstate
ALL
$64.2B
$803K 0.51%
4,166
– –
IVV icon
47
iShares Core S&P 500 ETF
IVV
$883B
$766K 0.49%
1,302
-12
-0.9% -$7.1K
BAMG icon
48
Brookstone Growth Stock ETF
BAMG
$133M
$761K 0.49%
22,203
-603
-3% -$20.8K
SPYM
49
State Street SPDR Portfolio S&P 500 ETF
SPYM
$157B
$754K 0.48%
10,930
-3,100
-22% -$215K
BAMD icon
50
Brookstone Dividend Stock ETF
BAMD
$99.4M
$730K 0.47%
23,098
-15
-0.1% -$497
1
2
3 4 5

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Chris Bulman's Q4 2024 Portfolio in Review

As of Q4 2024, Chris Bulman held 127 positions worth $157M, up 6.7% from $147M the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Chris Bulman deployed $8.42M of net new capital in Q4 2024, opening 14 new positions and adding to 52 existing holdings. Its largest new stake was iShares Russell 2000 ETF: 24,635 shares worth $5.44M.

By sector, the portfolio is most concentrated in Technology at 9.8% of assets, down from 9.8% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.

On the sell side, the largest reduction was iShares Core US Aggregate Bond ETF, an estimated $2.17M trimmed.

  • Chris Bulman's largest Q4 2024 buy was iShares Russell 2000 ETF: 24,635 shares worth $5.44M.
  • Chris Bulman added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $1.41M increase.
  • Chris Bulman's biggest Q4 2024 reduction was iShares Core US Aggregate Bond ETF, cutting an estimated $2.17M.
  • Chris Bulman fully exited Innovator US Equity Buffer ETF June in Q4 2024, selling an estimated $406K.
  • Chris Bulman's ten largest holdings make up 44% of its $157M portfolio in Q4 2024.
  • Chris Bulman opened 14 new positions and closed 4 in Q4 2024.
  • Chris Bulman's portfolio value rose 6.7% quarter-over-quarter to $157M.

Based on Chris Bulman's 13F filing for Q4 2024, filed 10 Feb 2025.