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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
IJR icon
101
iShares Core S&P Small-Cap ETF
IJR
$110B
$264K 0.17%
2,295
+84
+4% +$10K
FFEB icon
102
FT Vest US Equity Buffer ETF February
FFEB
$1.37B
$264K 0.17%
5,310
-257
-5% -$12.7K
BAMA icon
103
Brookstone Active ETF
BAMA
$50.1M
$264K 0.17%
8,633
-72
-0.8% -$2.23K
IJH icon
104
iShares Core S&P Mid-Cap ETF
IJH
$122B
$263K 0.17%
4,214
+34
+0.8% +$2.18K
BAMO icon
105
Brookstone Opportunities ETF
BAMO
$47.2M
$262K 0.17%
8,629
-76
-0.9% -$2.32K
VEA icon
106
Vanguard FTSE Developed Markets ETF
VEA
$226B
$250K 0.16%
5,234
-42,183
-89% -$2.12M
AXP icon
107
American Express
AXP
$242B
$243K 0.15%
818
+46
+6% +$13.2K
XMLV icon
108
Invesco S&P MidCap Low Volatility ETF
XMLV
$758M
$242K 0.15%
3,974
-150
-4% -$9.37K
BSCT icon
109
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.87B
$240K 0.15%
+13,107
New +$242K
QMAR icon
110
FT Vest Growth-100 Buffer ETF March
QMAR
$560M
$237K 0.15%
+7,963
New +$234K
J icon
111
Jacobs Solutions
J
$15.6B
$236K 0.15%
1,787
– –
BAMY icon
112
Brookstone Yield ETF
BAMY
$44.8M
$233K 0.15%
8,802
-54
-0.6% -$1.46K
JEPI icon
113
JPMorgan Equity Premium Income ETF
JEPI
$45B
$233K 0.15%
4,049
+6
+0.1% +$356
EFAV icon
114
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.23B
$228K 0.15%
3,231
-50
-2% -$3.68K
ZJUL
115
Innovator Equity Defined Protection ETF - 1 Yr July
ZJUL
$166M
$223K 0.14%
8,235
– –
XLI icon
116
State Street Industrial Select Sector SPDR ETF
XLI
$33.3B
$213K 0.14%
1,619
-99
-6% -$13.6K
GOOGL icon
117
Alphabet (Google) Class A
GOOGL
$4.23T
$213K 0.14%
+1,127
New +$197K
BAPR icon
118
Innovator US Equity Buffer ETF April
BAPR
$402M
$212K 0.14%
4,779
-6,168
-56% -$273K
JPM icon
119
JPMorgan Chase
JPM
$907B
$209K 0.13%
+870
New +$203K
FMAY icon
120
FT Vest US Equity Buffer ETF May
FMAY
$1.39B
$208K 0.13%
4,392
-13
-0.3% -$614
BRK.B icon
121
Berkshire Hathaway Class B
BRK.B
$1.06T
$204K 0.13%
+451
New +$208K
XLV icon
122
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$203K 0.13%
1,478
– –
DJUN icon
123
FT Vest US Equity Deep Buffer ETF June
DJUN
$337M
$201K 0.13%
+4,642
New +$201K
BFEB icon
124
Innovator US Equity Buffer ETF February
BFEB
$253M
– –
-9,315
Closed -$391K
BJUN icon
125
Innovator US Equity Buffer ETF June
BJUN
$308M
– –
-9,977
Closed -$406K
2 3 4
5
6

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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.