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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
-2.79%
1 Year Est. Return
+16.59%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$158M
AUM Growth
+$1.69M
Cap. Flow
+$7.01M
Cap. Flow %
4.43%
Top 10 Hldgs %
42.16%
Holding
136
New
13
Increased
41
Reduced
53
Closed
15

Top Buys

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.76M
2
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.34M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$1.27M
4
PFEB icon
Innovator US Equity Power Buffer ETF February
PFEB
+$1.23M
5
BFEB icon
Innovator US Equity Buffer ETF February
BFEB
+$1.2M

Top Sells

1
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$583K
2
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$473K
3
PJUN icon
Innovator US Equity Power Buffer ETF June
PJUN
+$472K
4
BAUG icon
Innovator US Equity Buffer ETF August
BAUG
+$359K
5
BSEP icon
Innovator US Equity Buffer ETF September
BSEP
+$336K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 1.5%
3 Industrials 1.32%
4 Consumer Discretionary 1.3%
5 Financials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAUG icon
26
Innovator US Equity Power Buffer ETF August
PAUG
$863M
$1.84M 1.16%
48,700
-7,737
-14% -$299K
PMAY icon
27
Innovator US Equity Power Buffer ETF May
PMAY
$811M
$1.84M 1.16%
51,389
-2,566
-5% -$92.8K
COST icon
28
Costco
COST
$418B
$1.77M 1.12%
1,873
+14
+0.8% +$13.7K
TFLO icon
29
iShares Treasury Floating Rate Bond ETF
TFLO
$6.56B
$1.69M 1.07%
33,356
-2,976
-8% -$151K
BIV icon
30
Vanguard Intermediate-Term Bond ETF
BIV
$29.1B
$1.49M 0.94%
19,458
+4,879
+33% +$368K
FICS icon
31
First Trust International Developed Capital Strength ETF
FICS
$217M
$1.29M 0.82%
35,230
-5,326
-13% -$192K
PMAR icon
32
Innovator US Equity Power Buffer ETF March
PMAR
$756M
$1.2M 0.76%
30,121
+8,307
+38% +$336K
PJUL icon
33
Innovator US Equity Power Buffer ETF July
PJUL
$1.11B
$1.18M 0.74%
29,297
-365
-1% -$15.1K
DBEF icon
34
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$9B
$1.17M 0.74%
+27,129
New +$1.18M
IAPR icon
35
Innovator International Developed Power Buffer ETF April
IAPR
$200M
$1.17M 0.74%
42,596
-1,109
-3% -$30.6K
BFEB icon
36
Innovator US Equity Buffer ETF February
BFEB
$253M
$1.16M 0.73%
+28,025
New +$1.2M
IJAN icon
37
Innovator International Developed Power Buffer ETF January
IJAN
$256M
$1.16M 0.73%
36,146
-1,074
-3% -$33.9K
KJUL icon
38
Innovator US Small Cap Power Buffer ETF July
KJUL
$141M
$1.15M 0.73%
41,134
-1,265
-3% -$37K
AVEM icon
39
Avantis Emerging Markets Equity ETF
AVEM
$24.6B
$1.12M 0.71%
18,633
+7,758
+71% +$466K
FBND icon
40
Fidelity Total Bond ETF
FBND
$26.9B
$1.11M 0.7%
24,389
-2,232
-8% -$101K
GAUG icon
41
FT Vest US Equity Moderate Buffer ETF August
GAUG
$291M
$1.11M 0.7%
31,814
-1,092
-3% -$38.7K
NVDA icon
42
NVIDIA
NVDA
$4.96T
$1.1M 0.7%
10,172
+42
+0.4% +$5.32K
PNOV icon
43
Innovator US Equity Power Buffer ETF November
PNOV
$907M
$1.03M 0.65%
27,792
-586
-2% -$22.3K
PJAN icon
44
Innovator US Equity Power Buffer ETF January
PJAN
$1.46B
$1.03M 0.65%
24,809
+10,355
+72% +$439K
MSFT icon
45
Microsoft
MSFT
$2.92T
$1.01M 0.64%
2,695
+131
+5% +$53.4K
UITB icon
46
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.66B
$996K 0.63%
21,212
+6,491
+44% +$301K
TSLA icon
47
Tesla
TSLA
$1.43T
$972K 0.61%
3,750
+50
+1% +$16.7K
BMAR icon
48
Innovator US Equity Buffer ETF March
BMAR
$250M
$969K 0.61%
+21,270
New +$992K
INTU icon
49
Intuit
INTU
$79.7B
$935K 0.59%
1,523
+18
+1% +$10.8K
NJUL icon
50
Innovator Growth-100 Power Buffer ETF July
NJUL
$235M
$906K 0.57%
15,097
-808
-5% -$50.7K
1
2
3 4 5

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Chris Bulman's Q1 2025 Portfolio in Review

As of Q1 2025, Chris Bulman held 136 positions worth $158M, up 1.1% from $157M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Chris Bulman deployed $7.01M of net new capital in Q1 2025, opening 13 new positions and adding to 41 existing holdings. Its largest new stake was Innovator US Equity Buffer ETF February: 28,025 shares worth $1.16M.

By sector, the portfolio is most concentrated in Technology at 8.7% of assets, down from 9.8% a quarter earlier, followed by Consumer Staples and Industrials.

On the sell side, the largest reduction was iShares MSCI USA Min Vol Factor ETF, an estimated $583K trimmed.

  • Chris Bulman's largest Q1 2025 buy was Innovator US Equity Buffer ETF February: 28,025 shares worth $1.16M.
  • Chris Bulman added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $1.76M increase.
  • Chris Bulman's biggest Q1 2025 reduction was iShares MSCI USA Min Vol Factor ETF, cutting an estimated $583K.
  • Chris Bulman fully exited Invesco S&P 500 Low Volatility ETF in Q1 2025, selling an estimated $473K.
  • Chris Bulman's ten largest holdings make up 42% of its $158M portfolio in Q1 2025.
  • Chris Bulman opened 13 new positions and closed 15 in Q1 2025.
  • Chris Bulman's portfolio value rose 1.1% quarter-over-quarter to $158M.

Based on Chris Bulman's 13F filing for Q1 2025, filed 15 Apr 2025.