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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
BSEP icon
76
Innovator US Equity Buffer ETF September
BSEP
$215M
$336K 0.21%
7,838
+5
+0.1% +$214
ICLO icon
77
Invesco AAA CLO Floating Rate Note ETF
ICLO
$509M
$333K 0.21%
+12,982
New +$333K
JNJ icon
78
Johnson & Johnson
JNJ
$610B
$322K 0.21%
2,224
+92
+4% +$14.3K
UCON icon
79
First Trust Smith Unconstrained Bond ETF
UCON
$3.28B
$317K 0.2%
12,878
+4,712
+58% +$117K
UNP icon
80
Union Pacific
UNP
$178B
$317K 0.2%
1,390
-879
-39% -$208K
BX icon
81
Blackstone
BX
$155B
$315K 0.2%
1,829
+275
+18% +$47.9K
GJUN icon
82
FT Vest US Equity Moderate Buffer ETF June
GJUN
$472M
$314K 0.2%
8,729
+1,968
+29% +$70.7K
BSCP
83
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$311K 0.2%
15,059
+36
+0.2% +$743
BSCR icon
84
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$311K 0.2%
15,940
+51
+0.3% +$996
BSCQ icon
85
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.69B
$310K 0.2%
15,969
+36
+0.2% +$701
NJAN icon
86
Innovator Growth-100 Power Buffer ETF January
NJAN
$351M
$310K 0.2%
6,446
+1,724
+37% +$81.5K
BSCS icon
87
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.54B
$309K 0.2%
15,342
+25
+0.2% +$507
FJUN icon
88
FT Vest US Equity Buffer ETF June
FJUN
$1.34B
$296K 0.19%
5,763
-22
-0.4% -$1.13K
FJAN icon
89
FT Vest US Equity Buffer ETF January
FJAN
$1.42B
$294K 0.19%
6,398
+1,426
+29% +$64.6K
SPYV icon
90
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36B
$292K 0.19%
5,700
-114
-2% -$6.07K
ZOCT
91
Innovator Equity Defined Protection ETF - 1 Yr October
ZOCT
$104M
$291K 0.19%
+11,502
New +$290K
META icon
92
Meta Platforms (Facebook)
META
$1.63T
$290K 0.19%
495
– –
BUFD icon
93
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.92B
$287K 0.18%
11,259
+597
+6% +$15.2K
JMBS icon
94
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.76B
$283K 0.18%
6,400
+649
+11% +$29.3K
BKLN icon
95
Invesco Senior Loan ETF
BKLN
$7.19B
$278K 0.18%
13,197
+957
+8% +$20.2K
BOCT icon
96
Innovator US Equity Buffer ETF October
BOCT
$284M
$277K 0.18%
+6,409
New +$277K
KEYS icon
97
Keysight
KEYS
$53.8B
$276K 0.18%
1,721
-7
-0.4% -$1.13K
VFH icon
98
Vanguard Financials ETF
VFH
$13.4B
$266K 0.17%
2,254
– –
LLY icon
99
Eli Lilly
LLY
$1.05T
$266K 0.17%
344
-25
-7% -$20.7K
CLOZ icon
100
Panagram BBB-B CLO ETF
CLOZ
$763M
$266K 0.17%
+9,856
New +$265K
2 3
4
5 6

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CNHF
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MPCL
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FPN
Financial Planning Navigators Maple Grove, Minnesota $228M AUM
USB
Union Savings Bank Litchfield, Connecticut $228M AUM
AFO
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APSI
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HFA
Hippocratic Financial Advisors Westlake Village, California $228M AUM 11.95% 1-Year Est. Return
CI
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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.