Chris Bulman Inc Portfolio Holdings

Chris Bulman Inc

$147 Billion
Q3 2024

Chris Bulman Inc has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Innovator U.S. Equity Power Bu with a value of $11.7B, Apple Inc. with a value of $10.9B, First Tr Ex Td Viii Ft Cboe Ve with a value of $8.61B, Vanguard Dividend Appreciation with a value of $7.23B, and Invesco Qqq Trust, Series 1 with a value of $5.77B.

Examining the 13F form we can see an increase of $676M in the current position value, from $146B to 147B.

Chris Bulman Inc is based out at Roseville, CA

Below you can find more details about Chris Bulman Inc portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion

ETFs: $101 Billion

Technology: $14.5 Billion

Consumer Cyclical: $2.04 Billion

Industrials: $1.99 Billion

Consumer Defensive: $1.96 Billion

Financial Services: $1.24 Billion

Healthcare: $1.16 Billion

Communication Services: $283 Million

Other: $0

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
PJUN Innovator U.S. Equity Power Bu ETFs	$0	$11.7 Billion 8.0% of portfolio	318,565	Q3 2024 Reduced 4.72%
AAPL Apple Inc. Technology	$3.74T	$10.9 Billion 7.4% of portfolio	46,646	Q3 2024 Reduced 0.53%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$8.61 Billion 5.86% of portfolio	288,220	Q3 2024 Reduced 11.81%
VIG Vanguard Dividend Appreciation ETFs	$0	$7.23 Billion 4.92% of portfolio	36,491	Q3 2024 Reduced 5.4%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$5.77 Billion 3.93% of portfolio	11,831	Q3 2024 Added 25.17%
VUG Vanguard Growth ETF ETFs	$0	$5.71 Billion 3.88% of portfolio	14,864	Q3 2024 Added 9.45%
VTV Vanguard Value ETF ETFs	$0	$5.66 Billion 3.86% of portfolio	32,448	Q3 2024 Added 10.31%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$5.21 Billion 3.54% of portfolio	51,411	Q3 2024 Added 8.91%
VB Vanguard Small Cap ETF ETFs	$0	$4.44 Billion 3.02% of portfolio	18,720	Q3 2024 Reduced 14.99%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$3.8 Billion 2.58% of portfolio	39,158	Q3 2024 Added 7.41%
XSEP Frst Tr Ex Trd Viii Cboe Vest	-	$3.06 Billion 2.08% of portfolio	-	Q3 2024 Reduced 1.55%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$2.96 Billion 2.01% of portfolio	27,688	Q3 2024 Added 13.32%
YSEP First Tr ETF Fd Viii Cboe Vest ETFs	$0	$2.54 Billion 1.73% of portfolio	111,117	Q3 2024 Reduced 16.37%
VEA Vanguard Ftse Developed Market ETFs	$0	$2.5 Billion 1.7% of portfolio	47,417	Q3 2024 Added 6.29%
PSEP Innovator U.S. Equity Power Bu	-	$2.23 Billion 1.52% of portfolio	-	Q3 2024 Added 78.1%
BALT Innovator Etfs Tr	$0	$2.18 Billion 1.48% of portfolio	70,608	Q3 2024 Added 7.13%
PAUG Innovator U.S. Equity Power Bu ETFs	$0	$2.11 Billion 1.44% of portfolio	55,747	Q3 2024 Added 78.09%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$2 Billion 1.36% of portfolio	39,260	Q3 2024 Reduced 4.12%
TFLO Ishares Treasury Floating Rate ETFs	$0	$1.97 Billion 1.34% of portfolio	38,971	Q3 2024 Added 13.41%
Innovator Etfs Trust	-	$1.88 Billion 1.28% of portfolio	-	Q3 2024 Reduced 3.51%
PMAY Innovator Etfs Tr S&P 500 Pwr ETFs	$0	$1.88 Billion 1.28% of portfolio	53,204	Q3 2024 Reduced 15.5%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1.76 Billion 1.2% of portfolio	3,329	Q3 2024 Added 162.95%
POCT Innovator U.S. Equity Power Bu ETFs	$0	$1.63 Billion 1.11% of portfolio	41,976	Q3 2024 Reduced 13.11%
COST Costco Wholesale Corp Consumer Defensive	$425B	$1.62 Billion 1.1% of portfolio	1,829	Q3 2024 Added 0.77%
PFEB Innovator U.S. Equity Power Bu ETFs	$0	$1.56 Billion 1.06% of portfolio	43,284	Q3 2024 Reduced 16.54%
PJUL Innovator U.S. Equity Power Bu ETFs	$0	$1.53 Billion 1.04% of portfolio	37,702	Q3 2024 Added 34.03%
IAPR Innovator Etfs Tr Internationa ETFs	$0	$1.26 Billion 0.86% of portfolio	44,214	Q3 2024 Reduced 3.49%
KJUL Innovator U.S. Small Cap Power Technology	$0	$1.26 Billion 0.86% of portfolio	43,361	Q3 2024 Reduced 3.06%
IJAN Innovator Etfs Tr Intl Dev Pwr	-	$1.24 Billion 0.85% of portfolio	-	Q3 2024 Reduced 3.63%
NVDA Nvidia Corp Technology	$339B	$1.25 Billion 0.85% of portfolio	10,327	Q3 2024 Added 6.04%
PDEC Innovator U.S. Equity Power Bu	-	$1.23 Billion 0.84% of portfolio	-	Q3 2024 Added 4.86%
FBND Fidelity Merrimack Str Tr Tota ETFs	$0	$1.17 Billion 0.8% of portfolio	24,991	Q3 2024 Added 13.11%
First Tr Exchng Traded Fd Vi	-	$1.18 Billion 0.8% of portfolio	-	Q3 2024 Reduced 3.88%
MSFT Microsoft Corp Technology	$3.12T	$1.12 Billion 0.76% of portfolio	2,607	Q3 2024 Added 5.55%
NJUL Innovator Growth 100 Power Buf Technology	$0	$993 Million 0.68% of portfolio	16,327	Q3 2024 Reduced 5.5%
TSLA Tesla, Inc. Consumer Cyclical	$1.07T	$969 Million 0.66% of portfolio	3,704	Q3 2024 Added 3.03%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$947 Million 0.64% of portfolio	14,030	Q3 2024 Reduced 49.78%
INTU Intuit Inc Technology	$179B	$944 Million 0.64% of portfolio	1,520	Q3 2024 Added 1.13%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$941 Million 0.64% of portfolio	10,301	Q3 2024 Reduced 6.81%
PMAR Innovator U.S. Equity Power Bu ETFs	$0	$856 Million 0.58% of portfolio	21,803	Q3 2024 Reduced 25.51%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$787 Million 0.54% of portfolio	9,316	Q3 2024 New
ALL Allstate Corp Financial Services	$54.6B	$790 Million 0.54% of portfolio	4,166	Q2 2024 New
RDVY First Trust Rising Dividend Ac ETFs	$0	$798 Million 0.54% of portfolio	13,478	Q3 2024 New
PAPR Innovator U.S. Equity Power Bu ETFs	$0	$779 Million 0.53% of portfolio	21,679	Q3 2024 Reduced 10.27%
Northern Lts Fd Tr Iv	-	$758 Million 0.52% of portfolio	-	Q3 2024 Reduced 6.39%
Northern Lts Fd Tr Iv	-	$762 Million 0.52% of portfolio	-	Q3 2024 Reduced 6.73%
IVV Ishares Core S&P 500 ETF ETFs	$0	$758 Million 0.52% of portfolio	1,314	Q3 2024 Added 4.12%
Northern Lts Fd Tr Iv	-	$722 Million 0.49% of portfolio	-	Q3 2024 Reduced 6.33%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$716 Million 0.49% of portfolio	9,140	Q3 2024 New
PNOV Innovator U.S. Equity Power Bu	-	$698 Million 0.48% of portfolio	-	Q3 2024 Reduced 4.89%

Summary

Portfolio
No. of Stocks 113
Current Value $147 Billion
Prior Value $146 Billion
Filing
Period Q3 2024
Filing Date October 22, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 13 stocks
Additional Purchases 41 stocks
Sold out of 0 stocks
Reduced holdings in 50 stocks

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