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Chris Bulman Inc

Period ended Sep 30, 2026 · Latest filing Oct 20, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Sep 30, 2026: $285,345,690

More quarters will appear as history becomes available.

Top holdings

Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $26,722,347
  2. INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $19,940,637
  3. FIRST TR EXCHANGE TRADED FD · RISNG DIVD ACHIV · 33738R506 · shares: $19,868,075
  4. APPLE INC · COM · 037833100 · shares: $16,420,416
  5. AMERICAN CENTY ETF TR · AVANTIS EMGMKT · 025072604 · shares: $9,147,675
  6. FIRST TR EXCHNG TRADED FD VI · FT LADD BUFF ETF · 33740F755 · shares: $8,515,020
  7. FIRST TR EXCHANGE TRADED FD · SMID RISNG ETF · 33741X102 · shares: $7,738,703
  8. INNOVATOR ETFS TRUST · US EQTY PWR BUF · 45782C748 · shares: $7,701,814
  9. SCHWAB STRATEGIC TR · US DIVIDEND EQ · 808524797 · shares: $7,658,450
  10. FIRST TR EXCHANGE-TRADED FD · WCM INTL EQUITY · 33733E732 · shares: $6,565,754

Reported holdings

169 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
VANGUARD INDEX FDSS&P 500 ETF SHS922908363 — 38,129 shares $26,722,347
INVESCO QQQ TRUNIT SER 146090E103 — 26,954 shares $19,940,637
FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV33738R506 — 253,773 shares $19,868,075
APPLE INCCOM037833100 — 49,308 shares $16,420,416
AMERICAN CENTY ETF TRAVANTIS EMGMKT025072604 — 97,295 shares $9,147,675
FIRST TR EXCHNG TRADED FD VIFT LADD BUFF ETF33740F755 — 227,249 shares $8,515,020
FIRST TR EXCHANGE TRADED FDSMID RISNG ETF33741X102 — 190,703 shares $7,738,703
INNOVATOR ETFS TRUSTUS EQTY PWR BUF45782C748 — 175,081 shares $7,701,814
SCHWAB STRATEGIC TRUS DIVIDEND EQ808524797 — 235,427 shares $7,658,450
FIRST TR EXCHANGE-TRADED FDWCM INTL EQUITY33733E732 — 344,117 shares $6,565,754
VANGUARD INDEX FDSMRNGSTR VAL ETF922908744 — 27,183 shares $5,873,588
VANGUARD INDEX FDSMRNGSTR GRWT ETF922908736 — 62,098 shares $5,595,779
DBX ETF TRXTRACK MSCI EAFE233051200 — 97,656 shares $5,366,255
VANGUARD SPECIALIZED FUNDSDIV APP ETF921908844 — 22,741 shares $5,305,602
VANGUARD INDEX FDSMRNGSTR SML CAP922908751 — 17,572 shares $4,999,581
FIRST TR EXCHANGE TRADED FDINTL DEV STRNGTH33738R662 — 103,747 shares $4,143,782
INNOVATOR ETFS TRUSTUS EQTY PWR BUF45782C656 — 79,884 shares $3,743,364
VANGUARD BD INDEX FDSINTERMED TERM921937819 — 48,354 shares $3,523,100
VANGUARD WELLINGTON FDUS MULTIFACTOR921935607 — 18,176 shares $3,244,734
INNOVATOR ETFS TRUSTUS EQTY PWR BUF45782C318 — 76,017 shares $3,212,114
INNOVATOR ETFS TRUSTUS EQTY PWR BF45782C680 — 64,426 shares $3,005,473
INNOVATOR ETFS TRUSTUS EQTY PWR BUF45782C417 — 64,283 shares $2,831,666
INNOVATOR ETFS TRUSTUS EQTY PWR BUF45782C797 — 57,562 shares $2,756,643
ISHARES TRCORE MSCI EAFE46432F842 — 26,382 shares $2,555,884
INNOVATOR ETFS TRUSTUS EQTY BUF DEC45782C557 — 43,068 shares $2,353,439
VICTORY PORTFOLIOS IICORE BD ETF92647N527 — 52,527 shares $2,344,965
INNOVATOR ETFS TRUSTUS EQTY PWR BUF45782C540 — 49,496 shares $2,331,806
ISHARES TRRUSSELL 2000 ETF464287655 — 8,167 shares $2,269,502
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740U653 — 53,615 shares $2,257,449
TESLA INCCOM88160R101 — 6,356 shares $2,255,172
INNOVATOR ETFS TRUSTDEFINED WLT SHLD45783Y855 — 59,078 shares $2,064,774
ISHARES INCCORE MSCI EMKT46434G103 — 25,026 shares $2,031,003
FIRST TR EXCHANGE-TRADED FDFST LOW OPPT EFT33739Q200 — 41,638 shares $2,017,760
INNOVATOR ETFS TRUSTINTRNL DEV APRL45782C367 — 58,772 shares $1,969,061
ISHARES TRCORE US AGGBD ET464287226 — 19,509 shares $1,844,430
VANGUARD INDEX FDSMRNGSTR TTL STK922908769 — 4,425 shares $1,655,903
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740U737 — 35,880 shares $1,616,478
INNOVATOR ETFS TRUSTUS EQTY PWR BUF45782C573 — 35,433 shares $1,616,454
NVIDIA CORPORATIONCOM67066G104 — 6,953 shares $1,588,044
INNOVATOR ETFS TRUSTUS EQTY PWR BUF45782C383 — 31,102 shares $1,522,719
INNOVATOR ETFS TRUSTUS EQTY BUF SEP45782C664 — 28,127 shares $1,518,015
INNOVATOR ETFS TRUSTUS EQTY BUFR MAR45782C391 — 24,670 shares $1,458,599
INNOVATOR ETFS TRUSTUS EQTY BUFR FEB45782C433 — 26,813 shares $1,449,422
INNOVATOR ETFS TRUSTUS EQT PWR BUF45782C870 — 33,223 shares $1,434,569
MICROSOFT CORPCOM594918104 — 2,777 shares $1,424,753
FIRST TR EXCHNG TRADED FD VIFT VEST U.S EQT33740F482 — 29,599 shares $1,339,059
INNOVATOR ETFS TRUSTUS EQTY PWR BUF45782C813 — 26,003 shares $1,291,829
FIRST TR EXCHNG TRADED FD VIFT VEST U.S EQT33740F441 — 28,757 shares $1,262,895
ISHARES TRCORE S&P500 ETF464287200 — 1,554 shares $1,190,132
INNOVATOR ETFS TRUSTUS EQUT BUFR AUG45782C698 — 20,803 shares $1,150,051
VANGUARD BD INDEX FDSTOTAL BND MRKT921937835 — 16,278 shares $1,141,860
ALPHABET INCCAP STK CL A02079K305 — 3,182 shares $1,095,119
VANGUARD WORLD FDINF TECH ETF92204A702 — 8,240 shares $1,035,521
INNOVATOR ETFS TRUSTUS EQTY BUFR JUL45782C789 — 18,003 shares $997,722
COSTCO WHOLESALE CORPORATIONCOM22160K105 — 1,082 shares $985,132
ALLSTATE CORPCOM020002101 — 4,166 shares $924,269
AMAZON COM INCCOM023135106 — 3,462 shares $862,591
INNOVATOR ETFS TRUSTUS EQTY PWR BUF45782C508 — 16,986 shares $861,530
FIRST TR EXCHNG TRADED FD VIINNOVATION LEAD33740F565 — 21,741 shares $858,773
FIRST TR EXCHANGE-TRADED FDVEST LADDERED33733E690 — 39,819 shares $830,625
NORTHERN LTS FD TR IVBROOKSTONE GRWTH66537J606 — 17,913 shares $804,294
SPDR SERIES TRUSTST STR P500ETF78464A854 — 8,799 shares $789,797
FIRST TR EXCHNG TRADED FD VIFT VEST NASD ETF33740U752 — 19,390 shares $785,683
INNOVATOR ETFS TRUSTUS EQTY BUFR MAY45782C326 — 15,995 shares $775,117
FIRST TR EXCHNG TRADED FD VISMIT UNCO BD ETF33740F888 — 32,005 shares $759,959
ISHARES TRIBONDS 27 TRM TS46436E841 — 33,973 shares $758,271
ISHARES TRIBONDS 29 TRM TS46436E825 — 35,456 shares $752,549
INNOVATOR ETFS TRUSTUS EQTY BUFR JUN45782C755 — 14,864 shares $738,444
STATE STR SPDR S&P 500 ETF TTR UNIT78462F103 — 968 shares $738,227
VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT921943858 — 10,148 shares $716,496
FIDELITY MERRIMACK STR TRTOTAL BD ETF316188309 — 16,429 shares $711,365
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F623 — 12,464 shares $705,090
NORTHERN LTS FD TR IVBROO VALU ST ETF66537J705 — 19,457 shares $704,928
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F714 — 13,843 shares $693,119
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740U307 — 12,088 shares $690,588
INNOVATOR ETFS TRUSTEQUI DEFI SEPT45784N106 — 24,006 shares $668,328
NORTHERN LTS FD TR IVBRO DIV STK ETF66537J507 — 19,932 shares $640,813
KEYSIGHT TECHNOLOGIES INCCOM49338L103 — 1,676 shares $610,197
INNOVATOR ETFS TRUSTEQUITY DEF PROTN45784N775 — 22,788 shares $601,031
ISHARES TRESG AWR MSCI USA46435G425 — 3,597 shares $599,979
VANGUARD MUN BD FDSTAX EXEMPT BD922907746 — 12,547 shares $594,226
INNOVATOR ETFS TRUSTEQUITY DEFIN 1YR45784N700 — 20,769 shares $584,024
INNOVATOR ETFS TRUSTUS EQT BUFR APR45782C888 — 10,368 shares $566,425
INNOVATOR ETFS TRUSTUS EQTY BUF NOV45782C581 — 11,233 shares $549,968
VANGUARD CALIF TAX FREE FDSTAX EXEMPT BD FD922021605 — 5,794 shares $546,258
ISHARES TRIBONDS 28 TRM TS46436E833 — 24,611 shares $539,218
ABBVIE INCCOM00287Y109 — 2,013 shares $526,581
BROADCOM INCCOM11135F101 — 1,478 shares $519,186
INNOVATOR ETFS TRUSTUS EQTY BUFR JAN45782C409 — 8,526 shares $516,049
FIRST TR EXCHNG TRADED FD VIFT VEST INTL ETF33740F169 — 21,349 shares $506,612
BONDBLOXX ETF TRUSTBLOOMBERG TWO YR09789C853 — 10,282 shares $497,038
FIRST TR EXCHNG TRADED FD VIFT VE US EQ APRI33740U372 — 15,434 shares $496,269
ALPHABET INCCAP STK CL C02079K107 — 1,436 shares $489,440
PALANTIR TECHNOLOGIES INCCL A69608A108 — 2,585 shares $483,523
FIRST TR EXCHNG TRADED FD VIFT VEST DEEP ETF33740U703 — 15,478 shares $470,067
ISHARES TRCALIF MUN BD ETF464288356 — 8,589 shares $464,836
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT33740F763 — 7,317 shares $458,012
J P MORGAN EXCHANGE TRADED FJPMORGAN NASDAQ46654Q625 — 7,143 shares $445,974
J P MORGAN EXCHANGE TRADED FHEDG EQU LAD ETF46654Q724 — 6,429 shares $444,694
FIRST TR EXCHNG TRADED FD VIFT VEST UQ EQT33740U505 — 7,640 shares $428,068