Chris-Bulman

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "ABBV",
  "ALL",
  "AXP",
  "T",
  "LOW",
  "AVEM",
  null,
  "DBEF",
  "CMI",
  null,
  null,
  "HON",
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  null,
  null,
  "UNP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IJH",
  null,
  null,
  "MSFT",
  null,
  null,
  "BX",
  "IJR",
  null,
  null,
  null,
  null,
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "KEYS",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "RTX",
  "SPYG",
  "SPLG",
  "BIV",
  null,
  "VIG",
  null,
  null,
  "F",
  "WCN",
  null,
  "AMZN",
  "VGT",
  "VUG",
  "VFH",
  "VEA",
  "VB",
  "VOO",
  "VTV",
  null,
  "WMT",
  "SCHD",
  null,
  "SPYV",
  null,
  null,
  "BRK-B",
  "STZ",
  "COST",
  "J",
  "USMV",
  "QQQ",
  "IWM",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 121
Total Value: 158377835
Accession Number: 0002032404-25-000002
Form Type: 13F-HR
CIK: chris-bulman
Manager Name: Chris-Bulman

Data Enrichment

43% identified

52 identified69 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

121 positions • $158.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 7

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45782C748

Shares:287.1K

Value:$10.6M

% of Portfolio:6.7% ($10.6M/$158.4M)

Apple Inc.

AAPL|037833100

Shares:47.3K

Value:$10.5M

% of Portfolio:6.6% ($10.5M/$158.4M)

33740F755

Shares:285.3K

Value:$8.5M

% of Portfolio:5.3% ($8.5M/$158.4M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:14.8K

Value:$7.0M

% of Portfolio:4.4% ($7.0M/$158.4M)

921908844

VIG|921908844

Shares:30.2K

Value:$5.9M

% of Portfolio:3.7% ($5.9M/$158.4M)

922908744

VTV|922908744

Shares:33.3K

Value:$5.7M

% of Portfolio:3.6% ($5.7M/$158.4M)

922908736

VUG|922908736

Shares:14.5K

Value:$5.4M

% of Portfolio:3.4% ($5.4M/$158.4M)

464287655

IWM|464287655

Shares:23.9K

Value:$4.8M

% of Portfolio:3.0% ($4.8M/$158.4M)

922908363

VOO|922908363

Shares:9.2K

Value:$4.7M

% of Portfolio:3.0% ($4.7M/$158.4M)

922908751

VB|922908751

Shares:16.8K

Value:$3.7M

% of Portfolio:2.4% ($3.7M/$158.4M)

808524797

SCHD|808524797

Shares:120.2K

Value:$3.4M

% of Portfolio:2.1% ($3.4M/$158.4M)

33740U810

Shares:74.3K

Value:$2.9M

% of Portfolio:1.8% ($2.9M/$158.4M)

74348A467

Shares:27.8K

Value:$2.8M

% of Portfolio:1.8% ($2.8M/$158.4M)

464287226

Shares:26.9K

Value:$2.7M

% of Portfolio:1.7% ($2.7M/$158.4M)

92189F643

Shares:29.8K

Value:$2.6M

% of Portfolio:1.7% ($2.6M/$158.4M)

45782C417

Shares:72.7K

Value:$2.6M

% of Portfolio:1.6% ($2.6M/$158.4M)

33738R506

Shares:41.2K

Value:$2.4M

% of Portfolio:1.5% ($2.4M/$158.4M)

33740U828

Shares:94.1K

Value:$2.1M

% of Portfolio:1.4% ($2.1M/$158.4M)

47103U845

Shares:41.6K

Value:$2.1M

% of Portfolio:1.3% ($2.1M/$158.4M)

45783Y855

Shares:65.4K

Value:$2.1M

% of Portfolio:1.3% ($2.1M/$158.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C748)✕	287.1K	QoQ -4.17% (-12.5K) YoY-	All Managers (Combined)	$10.6M	6.7% ($10.6M/$158.4M)	QoQ -5.48% (-$616.2K) YoY-
Apple Inc.(AAPLcusip037833100)	47.3K	QoQ +1.03% (-484) YoY-	All Managers (Combined)	$10.5M	6.6% ($10.5M/$158.4M)	QoQ -10.37% (-$1.2M) YoY-
(cusip33740F755)✕	285.3K	QoQ -1.17% (-3.4K) YoY-	All Managers (Combined)	$8.5M	5.3% ($8.5M/$158.4M)	QoQ -3.70% (-$325.5K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	14.8K	QoQ +20.36% (+2.5K) YoY-	All Managers (Combined)	$7.0M	4.4% ($7.0M/$158.4M)	QoQ +10.40% (+$655.2K) YoY-
(VIGcusip921908844)	30.2K	QoQ -4.20% (-1.3K) YoY-	All Managers (Combined)	$5.9M	3.7% ($5.9M/$158.4M)	QoQ -5.10% (-$315.2K) YoY-
(VTVcusip922908744)	33.3K	QoQ -4.07% (-1.4K) YoY-	All Managers (Combined)	$5.7M	3.6% ($5.7M/$158.4M)	QoQ -2.12% (-$125.1K) YoY-
(VUGcusip922908736)	14.5K	QoQ -4.25% (-645) YoY-	All Managers (Combined)	$5.4M	3.4% ($5.4M/$158.4M)	QoQ -13.49% (-$839.6K) YoY-
(IWMcusip464287655)	23.9K	QoQ -3.02% (-744) YoY-	All Managers (Combined)	$4.8M	3.0% ($4.8M/$158.4M)	QoQ -12.44% (-$677.4K) YoY-
(VOOcusip922908363)	9.2K	QoQ +54.94% (+3.3K) YoY-	All Managers (Combined)	$4.7M	3.0% ($4.7M/$158.4M)	QoQ +47.75% (+$1.5M) YoY-
(VBcusip922908751)	16.8K	QoQ -3.23% (-564) YoY-	All Managers (Combined)	$3.7M	2.4% ($3.7M/$158.4M)	QoQ -10.70% (-$447.8K) YoY-
(SCHDcusip808524797)	120.2K	QoQ +66.24% (+47.9K) YoY-	All Managers (Combined)	$3.4M	2.1% ($3.4M/$158.4M)	QoQ +70.14% (+$1.4M) YoY-
(cusip33740U810)✕	74.3K	QoQ -3.91% (-3.0K) YoY-	All Managers (Combined)	$2.9M	1.8% ($2.9M/$158.4M)	QoQ -4.51% (-$135.8K) YoY-
(cusip74348A467)✕	27.8K	QoQ -3.66% (-1.1K) YoY-	All Managers (Combined)	$2.8M	1.8% ($2.8M/$158.4M)	QoQ -1.11% (-$32.2K) YoY-
(cusip464287226)✕	26.9K	QoQ -8.35% (-2.5K) YoY-	All Managers (Combined)	$2.7M	1.7% ($2.7M/$158.4M)	QoQ -6.44% (-$183.5K) YoY-
(cusip92189F643)✕	29.8K	QoQ -6.46% (-2.1K) YoY-	All Managers (Combined)	$2.6M	1.7% ($2.6M/$158.4M)	QoQ -11.22% (-$331.9K) YoY-
(cusip45782C417)✕	72.7K	QoQ +85.80% (+33.5K) YoY-	All Managers (Combined)	$2.6M	1.6% ($2.6M/$158.4M)	QoQ +80.85% (+$1.2M) YoY-
(cusip33738R506)✕	41.2K	QoQ +66.60% (+16.5K) YoY-	All Managers (Combined)	$2.4M	1.5% ($2.4M/$158.4M)	QoQ +64.91% (+$949.4K) YoY-
(cusip33740U828)✕	94.1K	QoQ -4.27% (-4.2K) YoY-	All Managers (Combined)	$2.1M	1.4% ($2.1M/$158.4M)	QoQ +0.26% (-$5.6K) YoY-
(cusip47103U845)✕	41.6K	QoQ -3.09% (-1.3K) YoY-	All Managers (Combined)	$2.1M	1.3% ($2.1M/$158.4M)	QoQ -3.09% (-$67.4K) YoY-
(cusip45783Y855)✕	65.4K	QoQ -2.33% (-1.6K) YoY-	All Managers (Combined)	$2.1M	1.3% ($2.1M/$158.4M)	QoQ -2.46% (-$51.8K) YoY-