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CIK: 0002032404
Total reported value
$273.8M
$273.8M
121 檔
15.5%
As reported in its official Q1 2025 Form 13F filing, Chris Bulman Inc's tracked investment portfolio stood at $273.8M with 121 total positions.
Chris Bulman Inc executed strategic sector rebalancing during Q1 2025, establishing 10 new positions while fully exiting 13 holdings and trimming 12 positions.
In terms of portfolio concentration, the top 5 core holdings (including PJUN, AAPL, BUFR) accounted for 15.5% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PJUN | Innovator U.s. Equity Power | ETF-Other | 6.71% | -0.10% | -4.18% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.64% | +0.21% | +1.03% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 5.35% | -0.36% | -1.17% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.39% | +1.08% | +20.36% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.70% | -0.48% | -4.20% | |
| 6 | VTV | Vanguard Value ETF | ETF-Other | 3.63% | -0.24% | -4.08% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.40% | -0.21% | -4.26% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.01% | -0.10% | -3.02% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.98% | +1.22% | +54.95% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 2.36% | -0.11% | -3.24% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 2.12% | +0.08% | +66.25% | |
| 12 | XSEP | Ft Vest U.s. Equity Enhance | ETF-Other | 1.81% | -0.02% | -3.92% | |
| 13 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 1.79% | — | -3.67% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.68% | -0.24% | -8.35% | |
| 15 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.66% | — | -6.46% | |
| 16 | PFEB | Innovator U.s. Equity Power | ETF-Other | 1.64% | -0.15% | +85.80% | |
| 17 | RDVY | First Trust Rising Dividend | ETF-Other | 1.52% | +0.48% | +66.60% | |
| 18 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | ETF-Other | 1.35% | — | -4.28% | |
| 19 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.33% | — | -3.10% | |
| 20 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.30% | — | -2.34% | |
| 21 | POCT | Innovator U.s. Equity Power | ETF-Other | 1.26% | -0.31% | -0.30% | |
| 22 | PDEC | Innovator U.s. Equity Power | ETF-Other | 1.23% | -0.22% | -4.94% | |
| 23 | PSEP | Innovator U.s. Equity Power | ETF-Other | 1.22% | -0.19% | -12.69% | |
| 24 | BDEC | Innovator U.s. Equity Buffer | ETF-Other | 1.21% | -0.21% | -2.84% | |
| 25 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.17% | +0.28% | +68.57% | |
| 26 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.16% | -0.12% | -13.71% | |
| 27 | PMAY | Innovator U.s. Equity Power | ETF-Other | 1.16% | -0.06% | -4.76% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.12% | -0.20% | +0.75% | |
| 29 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 1.07% | -0.14% | -8.19% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.94% | -0.12% | +33.47% | |
| 31 | FICS | Ft International Dev Cap Str | ETF-Other | 0.82% | -0.22% | -13.13% | |
| 32 | PMAR | Innovator U.s. Equity Power | ETF-Other | 0.76% | +0.02% | +38.08% | |
| 33 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.74% | -0.12% | -1.23% | |
| 34 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.74% | +0.19% | — | |
| 35 | IAPR | Innovator International Deve | ETF-Other | 0.74% | -0.11% | -2.54% | |
| 36 | BFEB | Innovator U.s. Equity Buffer | ETF-Other | 0.73% | -0.08% | — | |
| 37 | IJAN | Innovator International Deve | ETF-Other | 0.73% | — | -2.89% | |
| 38 | KJUL | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.73% | — | -2.98% | |
| 39 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.71% | +0.47% | +71.34% | |
| 40 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.70% | -0.09% | -8.38% | |
| 41 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 0.70% | -0.08% | -3.32% | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.01% | +0.41% | |
| 43 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.65% | -0.15% | -2.06% | |
| 44 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.65% | -0.10% | +71.64% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.06% | +5.11% | |
| 46 | UITB | Victoryshares Core Intermedi | ETF-Other | 0.63% | -0.08% | +44.09% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.61% | -0.05% | +1.35% | |
| 48 | BMAR | Innovator U.s. Equity Buffer | ETF-Other | 0.61% | +0.10% | — | |
| 49 | INTU | Intuit Inc | Stock-Tech | 0.59% | — | +1.20% | |
| 50 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.57% | — | -5.08% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.9% | +54.95% | Add |
| 2 | SCHD | Schwab US Dvd Equity ETF | +0.9% | +66.25% | Add |
| 3 | DBEF | Xtrackers Msci Eafe Hedged E | +0.7% | NEW | New buy |
| 4 | BFEB | Innovator U.s. Equity Buffer | +0.7% | NEW | New buy |
| 5 | PFEB | Innovator U.s. Equity Power | +0.7% | +85.80% | Add |
| 6 | BMAR | Innovator U.s. Equity Buffer | +0.6% | NEW | New buy |
| 7 | RDVY | First Trust Rising Dividend | +0.6% | +66.60% | Add |
| 8 | SDVY | First Trust Smid Cap Rising | +0.4% | +68.57% | Add |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +20.36% | Add |
| 10 | ZFEB | Inotr Eq Def Pr ETF - 1 Yr F | +0.3% | NEW | New buy |
| 11 | AVEM | Avantis Emerging Markets Eq | +0.3% | +71.34% | Add |
| 12 | BJAN | Innovator U.s. Equity Buffer | +0.3% | NEW | New buy |
| 13 | PJAN | Innovator U.s. Equity Power | +0.3% | +71.64% | Add |
| 14 | BIV | Vanguard Intermediate-term B | +0.2% | +33.47% | Add |
| 15 | PMAR | Innovator U.s. Equity Power | +0.2% | +38.08% | Add |
| 16 | UITB | Victoryshares Core Intermedi | +0.2% | +44.09% | Add |
| 17 | JAJL | Innovator Edp ETF - 6m Ja/jy | +0.2% | NEW | New buy |
| 18 | LMBS | First Trust Low Duration Opp | +0.2% | +46.03% | Add |
| 19 | XOM | Exxon Mobil CORP | +0.2% | NEW | New buy |
| 20 | RTX | Rtx CORP | +0.1% | NEW | New buy |
| 21 | T | At&t Inc | +0.1% | NEW | New buy |
| 22 | STZ | Constellation Brands Inc-a | +0.1% | NEW | New buy |
| 23 | GOOGL | Alphabet Inc-cl A | -0.1% | EXIT | Sold out |
| 24 | HON | Honeywell International Inc | -0.1% | -26.83% | Trim |
| 25 | XMLV | Invesco S&p Midcap Low Volat | -0.2% | EXIT | Sold out |
| 26 | BSCT | Invesco Bulletshares 2029 Cb | -0.2% | EXIT | Sold out |
| 27 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | EXIT | Sold out |
| 28 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.2% | EXIT | Sold out |
| 29 | NVDA | Nvidia CORP | -0.2% | +0.41% | Add |
| 30 | IVV | Ishares Core S&p 500 ETF | -0.2% | -30.18% | Trim |
| 31 | FJAN | Ft Vest U.s. Equity Buffer E | -0.2% | EXIT | Sold out |
| 32 | BSCP | Invesco Bulletshares 2025 Cb | -0.2% | EXIT | Sold out |
| 33 | BSCR | Invesco Bulletshares 2027 Cb | -0.2% | EXIT | Sold out |
| 34 | BSCQ | Invesco Bulletshares 2026 Cb | -0.2% | EXIT | Sold out |
| 35 | BSCS | Invesco Bulletshares 2028 Cb | -0.2% | EXIT | Sold out |
| 36 | BSEP | Innovator U.s. Equity Buffer | -0.2% | EXIT | Sold out |
| 37 | PSEP | Innovator U.s. Equity Power | -0.2% | -12.69% | Trim |
| 38 | BAUG | Innovator U.s. Equity Buffer | -0.2% | EXIT | Sold out |
| 39 | PAUG | Innovator U.s. Equity Power | -0.2% | -13.71% | Trim |
| 40 | MOAT | Vaneck Morningstar Wide Moat | -0.2% | -6.46% | Trim |
| 41 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -4.20% | Trim |
| 42 | BUFR | Ft Vest Lad Buffervetf-usd I | -0.3% | -1.17% | Trim |
| 43 | SPLV | Invesco S&p 500 Low Volatili | -0.3% | EXIT | Sold out |
| 44 | VB | Vanguard Small-cap ETF | -0.3% | -3.24% | Trim |
| 45 | TSLA | Tesla Inc | -0.3% | +1.35% | Add |
| 46 | USMV | Ishares Msci USA Min Vol Fac | -0.4% | -63.23% | Trim |
| 47 | IWM | Ishares Russell 2000 ETF | -0.5% | -3.02% | Trim |
| 48 | PJUN | Innovator U.s. Equity Power | -0.5% | -4.18% | Trim |
| 49 | VUG | Vanguard Growth ETF | -0.6% | -4.26% | Trim |
| 50 | AAPL | Apple Inc | -0.9% | +1.03% | Add |
According to official SEC Form 13F filings, Chris Bulman Inc reported a total U.S. public equity portfolio value of $273.8M across 121 disclosed positions in Q1 2025.
During Q1 2025, Chris Bulman Inc's top holdings by market value included PJUN (6.7%)、AAPL (6.6%)、BUFR (5.3%). The largest single position, PJUN, represented 6.7% of total portfolio value.
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Top New Position Initiated
DBEF
市值: $1.2M
Top Position Liquidated / Trimmed
SPLV
前期市值: $472.7K
In Q1 2025, Chris Bulman Inc made 50 total portfolio adjustments, initiating 10 new buys, adding to 15 positions, trimming 12 holdings, and fully liquidating 13 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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