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Chris Bulman Portfolio holdings
AUM
$274M
Turnover
25.97%
1-Year Est. Return
22.07%
This Fund
S&P 500
This Quarter
Est. Return
+1.5%
1 Year Est. Return
+22.07%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$157M
AUM Growth
+$9.78M
(+6.7%)
Cap. Flow
+$8.42M
Cap. Flow
% of AUM
5.37%
Top 10 Holdings %
Top 10 Hldgs %
44.14%
Holding
127
New
14
Increased
52
Reduced
50
Closed
4
Avg Time Held
0.4
years
Top 10 Avg Time Held
0.4
years
Top 20 Avg Time Held
0.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Russell 2000 ETF
IWM
|
+$5.62M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$1.41M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$1.26M |
| 4 |
Innovator US Equity Power Buffer ETF December
PDEC
|
+$859K |
| 5 |
First Trust International Developed Capital Strength ETF
FICS
|
+$822K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.17M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.12M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$994K |
| 4 |
Innovator US Equity Power Buffer ETF June
PJUN
|
+$705K |
| 5 |
VanEck Morningstar Wide Moat ETF
MOAT
|
+$701K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 83.95% |
| 2 | Technology | 9.83% |
| 3 | Consumer Discretionary | 1.48% |
| 4 | Consumer Staples | 1.32% |
| 5 | Industrials | 1.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
iShares Core S&P Small-Cap ETF
IJR
$103B
| $264K | 0.17% |
2,295
+84
| +4% | +$10K |
2024 Q2
2 quarters
|
|
102
FT Vest US Equity Buffer ETF February
FFEB
$1.38B
| $264K | 0.17% |
5,310
-257
| -5% | -$12.7K |
2024 Q2
2 quarters
|
|
103
Brookstone Active ETF
BAMA
$46.4M
| $264K | 0.17% |
8,633
-72
| -0.8% | -$2.23K |
2024 Q2
2 quarters
|
|
104
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $263K | 0.17% |
4,214
+34
| +0.8% | +$2.18K |
2024 Q2
2 quarters
|
|
105
Brookstone Opportunities ETF
BAMO
$44.8M
| $262K | 0.17% |
8,629
-76
| -0.9% | -$2.32K |
2024 Q2
2 quarters
|
|
|
106
Vanguard FTSE Developed Markets ETF
VEA
$228B
| $250K | 0.16% |
5,234
-42,183
| -89% | -$2.12M |
2024 Q2
2 quarters
|
|
107
American Express
AXP
$212B
| $243K | 0.15% |
818
+46
| +6% | +$13.2K |
2024 Q2
2 quarters
|
|
108
Invesco S&P MidCap Low Volatility ETF
XMLV
$704M
| $242K | 0.15% |
3,974
-150
| -4% | -$9.37K |
2024 Q2
2 quarters
|
|
109
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.99B
| $240K | 0.15% |
+13,107
| New | +$242K |
2024 Q4
0 quarters
|
|
110
FT Vest Growth-100 Buffer ETF March
QMAR
$611M
| $237K | 0.15% |
+7,963
| New | +$234K |
2024 Q4
0 quarters
|
|
111
Jacobs Solutions
J
$16.6B
| $236K | 0.15% |
1,787
| – | – |
2024 Q2
2 quarters
|
|
112
Brookstone Yield ETF
BAMY
$41.2M
| $233K | 0.15% |
8,802
-54
| -0.6% | -$1.46K |
2024 Q2
2 quarters
|
|
113
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
| $233K | 0.15% |
4,049
+6
| +0.1% | +$356 |
2024 Q2
2 quarters
|
|
114
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.4B
| $228K | 0.15% |
3,231
-50
| -2% | -$3.68K |
2024 Q2
2 quarters
|
|
115
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$195M
| $223K | 0.14% |
8,235
| – | – |
2024 Q3
1 quarter
|
|
116
State Street Industrial Select Sector SPDR ETF
XLI
$30.6B
| $213K | 0.14% |
1,619
-99
| -6% | -$13.6K |
2024 Q3
1 quarter
|
|
117
Alphabet (Google) Class A
GOOGL
$4.27T
| $213K | 0.14% |
+1,127
| New | +$197K |
2024 Q4
0 quarters
|
|
118
Innovator US Equity Buffer ETF April
BAPR
$416M
| $212K | 0.14% |
4,779
-6,168
| -56% | -$273K |
2024 Q2
2 quarters
|
|
119
JPMorgan Chase
JPM
$891B
| $209K | 0.13% |
+870
| New | +$203K |
2024 Q4
0 quarters
|
|
120
FT Vest US Equity Buffer ETF May
FMAY
$1.47B
| $208K | 0.13% |
4,392
-13
| -0.3% | -$614 |
2024 Q2
2 quarters
|
|
121
Berkshire Hathaway Class B
BRK.B
$1.13T
| $204K | 0.13% |
+451
| New | +$208K |
2024 Q4
0 quarters
|
|
122
State Street Health Care Select Sector SPDR ETF
XLV
$45.9B
| $203K | 0.13% |
1,478
| – | – |
2024 Q2
2 quarters
|
|
123
FT Vest US Equity Deep Buffer ETF June
DJUN
$367M
| $201K | 0.13% |
+4,642
| New | +$201K |
2024 Q4
0 quarters
|
|
124
Innovator US Equity Buffer ETF February
BFEB
$207M
| – | – |
-9,315
| Closed | -$391K | – |
|
125
Innovator US Equity Buffer ETF June
BJUN
$244M
| – | – |
-9,977
| Closed | -$406K | – |
|
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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 Miscellaneous at 84% of assets, down from 84% a quarter earlier, followed by Technology and Consumer Discretionary.
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.