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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002032404

Chris Bulman Inc

ROSEVILLE, CA · File #028-24265

Latest AUM
$226.1M
Positions
149
Top-10 Concentration
53.0%
Filings
7

Sector Allocation

Materials
20.6%$46.5M
Technology
7.7%$17.4M
Financials
7.6%$17.2M
Healthcare
0.6%$1.4M
Industrials
0.6%$1.3M
Energy
0.1%$347,832

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290836328,690$18.0M9.59%
2INVESCO QQQ TRIVZ27,093$16.6M8.87%
3FIRST TR EXCHANGE TRADED FD33738R506188,670$13.1M6.99%
4APPLE INCAAPL47,062$12.8M6.82%
5FIRST TR EXCHNG TRADED FD VI33740F755225,480$7.7M4.12%
6FIRST TR EXCHANGE TRADED FD33738R662182,135$7.3M3.89%
7INNOVATOR ETFS TRUSTINHD156,559$6.6M3.49%
8VANGUARD SPECIALIZED FUNDS92190884427,858$6.1M3.26%
9AMERICAN CENTY ETF TR02507260472,598$5.6M2.98%
10VANGUARD INDEX FDS92290873611,408$5.6M2.97%
11VANGUARD INDEX FDS92290874429,077$5.6M2.96%
12VANGUARD INDEX FDS92290875118,671$4.8M2.57%
13SCHWAB STRATEGIC TR808524797159,619$4.4M2.33%
14FIRST TR EXCHANGE-TRADED FD33741X102111,670$4.3M2.28%
15ISHARES TR46432F84238,085$3.4M1.82%
16INNOVATOR ETFS TRUSTINHD74,577$3.3M1.74%
17VANGUARD BD INDEX FDS92193781941,014$3.2M1.70%
18DBX ETF TR23305120063,003$3.0M1.62%
19INNOVATOR ETFS TRUSTINHD68,823$3.0M1.61%
20INNOVATOR ETFS TRUSTINHD64,609$2.8M1.49%