Fund Holdings — Chris Bulman Inc

Total Portfolio Value

$273.83M

Total Bought

$55.21M

Total Sold

$10.58M

Net Transaction

+$44.63M

Filing Period:Filter:

Securities ▲▼	Shares			Value ($K)
Securities ▲▼	Q1 2026 ▲▼	Q2 2026 ▲▼	Change ▲▼	Q1 2026 ▲▼	Q2 2026 ▲▼	Weight (%) ▲▼	Change ▲▼
VANGUARD INDEX FDS	29,182	35,322	+6,140	17,438	24,259	8.86%	+6,821
INVESCO QQQ TR	22,824	25,466	+2,642	13,174	18,754	6.85%	+5,580
FIRST TR EXCHANGE-TRADED FD	28,127	306,389	+278,262	627	5,996	2.19%	+5,369
FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV	215,268	233,836	+18,568	14,698	18,955	6.92%	+4,256
APPLE INC(AAPL)	45,117	49,519	+4,402	11,450	14,329	5.23%	+2,879
INVESCO EXCH TRADED FD TR II	28,127	67,003	+38,876	627	3,406	1.24%	+2,780
AMERICAN CENTY ETF TR	78,557	91,934	+13,377	6,330	8,871	3.24%	+2,541
FIRST TR EXCHANGE TRADED FD SMID RISNG ETF	138,692	169,980	+31,288	5,469	7,333	2.68%	+1,864
SCHWAB STRATEGIC TR	178,248	214,147	+35,899	5,469	6,791	2.48%	+1,322
DBX ETF TR	73,008	88,483	+15,475	3,607	4,834	1.77%	+1,227
INNOVATOR ETFS TRUST US EQTY PWR BUF	160,310	180,016	+19,706	6,705	7,782	2.84%	+1,077
INNOVATOR ETFS TRUST US EQTY BUFR MAY	0	16,507	+16,507	0	782	0.29%	+782
VANGUARD INDEX FDS	18,281	17,950	-331	4,788	5,441	1.99%	+654
ISHARES TR	807	1,556	+749	527	1,165	0.43%	+638
VANGUARD MUN BD FDS	0	12,484	+12,484	0	631	0.23%	+631
VANGUARD CALIF TAX FREE FDS	0	5,794	+5,794	0	583	0.21%	+583
ISHARES TR ESG AWR MSCI USA	0	3,393	+3,393	0	555	0.20%	+555
INNOVATOR ETFS TRUST US EQTY BUFR JUN	4,347	15,515	+11,168	201	755	0.28%	+554
FIRST TR EXCHNG TRADED FD VI FT LADD BUFF ETF	229,098	226,813	-2,285	7,737	8,285	3.03%	+549
INNOVATOR ETFS TRUST US EQTY BUFR MAR	24,104	31,030	+6,926	1,265	1,788	0.65%	+523
ALPHABET INC(GOOG)	0	1,436	+1,436	0	508	0.19%	+508
ISHARES TR	0	8,589	+8,589	0	495	0.18%	+495
FIRST TR EXCHNG TRADED FD VI FT VE US EQ APRI	0	15,494	+15,494	0	491	0.18%	+491
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT	4,642	13,843	+9,201	218	682	0.25%	+464
VANGUARD INDEX FDS	3,489	4,267	+778	1,119	1,579	0.58%	+460
J P MORGAN EXCHANGE TRADED F JPMORGAN NASDAQ	0	7,143	+7,143	0	437	0.16%	+437
J P MORGAN EXCHANGE TRADED F HEDG EQU LAD ETF	0	6,429	+6,429	0	434	0.16%	+434
INTEL CORP(INTC)	0	2,945	+2,945	0	411	0.15%	+411
INNOVATOR ETFS TRUST US EQTY PWR BUF	70,594	78,200	+7,606	2,820	3,230	1.18%	+410
VANGUARD INDEX FDS	26,921	26,027	-894	5,282	5,672	2.07%	+390
VANGUARD INDEX FDS	10,767	58,911	+48,144	4,703	5,075	1.85%	+372
ISHARES TR	0	3,370	+3,370	0	359	0.13%	+359
ELI LILLY & CO(LLY)	0	294	+294	0	353	0.13%	+353
VANGUARD BD INDEX FDS	43,420	48,264	+4,844	3,351	3,702	1.35%	+351
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT	0	6,210	+6,210	0	349	0.13%	+349
ISHARES TR	0	3,125	+3,125	0	336	0.12%	+336
INNOVATOR ETFS TRUST US EQTY PWR BUF	31,313	36,275	+4,962	1,397	1,733	0.63%	+336
INNOVATOR ETFS TRUST DEFINED WLT SHLD	50,416	58,807	+8,391	1,687	2,015	0.74%	+328
TESLA INC(TSLA)	6,416	6,416	0	2,385	2,699	0.99%	+313
DELL TECHNOLOGIES INC(DELL)	0	709	+709	0	306	0.11%	+306
LAM RESEARCH CORP(LRCX)	0	695	+695	0	301	0.11%	+301
INNOVATOR ETFS TRUST EQUI DEFI 1 APRI	0	11,074	+11,074	0	295	0.11%	+295
EVERSOURCE ENERGY(ES)	0	3,951	+3,951	0	286	0.10%	+286
JPMORGAN CHASE & CO(JPM)	0	849	+849	0	278	0.10%	+278
VANGUARD WORLD FD INF TECH ETF	1,030	8,240	+7,210	719	985	0.36%	+266
BLACKSTONE INC(BX)	0	2,257	+2,257	0	265	0.10%	+265
ALPHABET INC(GOOG)	2,980	3,134	+154	857	1,120	0.41%	+263
FIRST TR EXCHNG TRADED FD VI INNOVATION LEAD	20,038	21,570	+1,532	597	847	0.31%	+250
VANGUARD TAX-MANAGED FDS	6,935	9,701	+2,766	444	691	0.25%	+247
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT	0	5,851	+5,851	0	244	0.09%	+244
INNOVATOR ETFS TRUST US EQT ULTRA BF	0	5,680	+5,680	0	240	0.09%	+240
INNOVATOR ETFS TRUST US EQT ULTRA BF	0	6,310	+6,310	0	240	0.09%	+240
INNOVATOR ETFS TRUST US EQT ULTRA BF	0	6,214	+6,214	0	239	0.09%	+239
VICTORY PORTFOLIOS II CORE BD ETF	47,487	52,710	+5,223	2,233	2,469	0.90%	+236
NVIDIA CORPORATION(NVDA)	6,073	6,467	+394	1,059	1,294	0.47%	+235
ARK ETF TR AUTNMUS TECHNLGY	0	1,772	+1,772	0	234	0.09%	+234
INNOVATOR ETFS TRUST US EQT BUFR APR	6,505	10,368	+3,863	319	552	0.20%	+234
ISHARES TR	10,124	9,108	-1,016	2,511	2,737	1.00%	+226
BANK OF AMER CORP	0	3,905	+3,905	0	223	0.08%	+223
FIRST TR EXCHANGE TRADED FD INTL DEV STRNGTH	107,829	105,914	-1,915	4,209	4,425	1.62%	+216
ADVANCED MICRO DEVICES INC(AMD)	0	359	+359	0	209	0.08%	+209
AMAZON COM INC(AMZN)	2,734	3,258	+524	569	777	0.28%	+207
SPDR INDEX SHS FDS ST STR PO EX ETF	0	4,065	+4,065	0	205	0.07%	+205
SPDR INDEX SHS FDS ST PORT MARK ETF	0	3,952	+3,952	0	205	0.07%	+205
PAYCHEX INC(PAYX)	0	2,051	+2,051	0	202	0.07%	+202
ISHARES INC CORE MSCI EMKT	38,426	34,652	-3,774	2,680	2,871	1.05%	+190
BROADCOM INC(AVGO)	1,035	1,329	+294	320	502	0.18%	+182
INNOVATOR ETFS TRUST US EQTY PWR BUF	71,175	70,185	-990	2,854	3,022	1.10%	+168
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT	38,556	41,899	+3,343	1,920	2,086	0.76%	+165
FIRST TR EXCHANGE-TRADED FD BLOOMBERG AI ETF	6,355	7,336	+981	236	399	0.15%	+163
ISHARES TR	28,127	34,877	+6,750	627	780	0.28%	+153
NORTHERN LTS FD TR IV BROOKSTONE GRWTH	19,658	19,232	-426	718	871	0.32%	+153
INNOVATOR ETFS TRUST US EQTY PWR BF	57,414	56,987	-427	2,453	2,601	0.95%	+148
ISHARES TR	28,127	35,591	+7,464	627	771	0.28%	+144
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT	28,113	29,614	+1,501	1,172	1,310	0.48%	+138
ALLSTATE CORP(ALL)	4,166	4,166	0	864	991	0.36%	+127
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT	43,175	43,286	+111	1,671	1,793	0.65%	+122
INNOVATOR ETFS TRUST US EQT PWR BUF	33,073	34,050	+977	1,316	1,437	0.52%	+121
KEYSIGHT TECHNOLOGIES INC(KEYS)	1,690	1,676	-14	477	587	0.21%	+110
INNOVATOR ETFS TRUST EQUI DEFI 1 DECE	8,284	12,155	+3,871	212	321	0.12%	+109
INNOVATOR ETFS TRUST US EQTY BUFR FEB	34,488	33,166	-1,322	1,645	1,746	0.64%	+101
SPDR SERIES TRUST ST STR P500ETF	8,832	8,833	+1	676	776	0.28%	+100
FIRST TR EXCHNG TRADED FD VI SMIT UNCO BD ETF	29,563	33,420	+3,857	732	832	0.30%	+99
STATE STR SPDR S&P 500 ETF T(SPY)	955	964	+9	621	720	0.26%	+99
EDISON INTL(EIX)	2,974	4,140	+1,166	218	308	0.11%	+91
APPLIED MATLS INC	935	564	-371	320	408	0.15%	+88
WELLS FARGO & CO(WFC)	3,450	4,390	+940	275	363	0.13%	+88
INNOVATOR ETFS TRUST US EQTY BUFR JUL	4,687	5,875	+1,188	233	319	0.12%	+86
INNOVATOR ETFS TRUST INTRNL DEV APRL	61,193	60,893	-300	1,938	2,022	0.74%	+84
ABBVIE INC(ABBV)	1,983	2,003	+20	431	504	0.18%	+73
FIRST TR EXCHNG TRADED FD VI FT VEST NASD ETF	17,699	17,699	0	625	695	0.25%	+70
CUMMINS INC(CMI)	380	378	-2	204	269	0.10%	+65
INNOVATOR ETFS TRUST US EQTY PWR BUF	67,523	64,505	-3,018	2,908	2,970	1.08%	+63
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT	29,827	29,910	+83	1,225	1,287	0.47%	+63
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT	38,426	37,258	-1,168	1,579	1,640	0.60%	+62
INNOVATOR ETFS TRUST US EQTY BUF SEP	13,125	13,066	-59	631	689	0.25%	+58
ISHARES TR	2,327	2,327	0	289	345	0.13%	+56
INNOVATOR ETFS TRUST US EQTY BUFR JAN	14,477	14,037	-440	772	826	0.30%	+54
META PLATFORMS INC(META)	453	555	+102	259	313	0.11%	+53
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT	11,585	11,471	-114	583	632	0.23%	+49

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