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Portfolio (Quarterly) Guide ↗

Bulwark Capital Corp

· CIK 0002075899
13F Portfolio $178M AUM 105 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 25 Added 22 Reduced 3 Exited
Page 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JPLD JPMORGAN LIMITED DURATION BOND ETF 196,887.0 $10.3M 5.78% -39K -16.6% $52.19 -0.4%
2 VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 169,013.0 $8.5M 4.78% -4K -2.3% $50.23 -1.2%
3 UYLD ANGEL OAK ULTRASHORT INCOME ETF 127,917.0 $6.5M 3.67% -33K -20.7% $51.01 +0.2%
4 SGOV ISHARES 0-3 MONTH TREASURY BOND ETF 62,897.0 $6.3M 3.56% -7K -10.1% $100.67 +0.0%
5 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 99,978.0 $4.9M 2.77% -780.0 -0.8% $49.28 +2.2%
6 XHLF BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF 94,661.0 $4.8M 2.68% -9K -8.4% $50.30 +0.0%
7 VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 63,273.0 $3.0M 1.67% -2K -2.9% $46.81 -1.3%
8 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 63,961.0 $2.0M 1.12% -550.0 -0.8% $31.10 +4.5%
9 VIG VANGUARD DIVIDEND APPRECIATION ETF 6,485.0 $1.5M 0.86% -5K -45.4% $236.62 +2.7%
10 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 37,571.0 $1.3M 0.72% -2K -5.1% $33.84 +5.7%
11 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 9,846.0 $941K 0.53% -477.0 -4.6% $95.62 +3.9%
12 DEXC DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF 8,921.0 $737K 0.41% -157.0 -1.7% $82.61 -3.8%
13 VHT VANGUARD HEALTH CARE ETF 2,017.0 $603K 0.34% -152.0 -7.0% $299.01 +7.3%
14 FRDM FREEDOM 100 EMERGING MARKETS ETF 8,113.0 $591K 0.33% -563.0 -6.5% $72.90 -5.9%
15 SPY STATE STREET SPDR S&P 500 ETF Financial Services 646.0 $483K 0.27% -135.0 -17.3% $746.93 +3.0%
16 IEFA ISHARES CORE MSCI EAFE ETF 3,275.0 $316K 0.18% -9K -72.3% $96.58 +4.0%
17 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 6,679.0 $223K 0.13% -420.0 -5.9% $33.46 -1.1%
18 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 607.0 $147K 0.08% -130.0 -17.6% $242.42 -4.0%
19 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1,605.0 $114K 0.06% -2K -51.9% $71.25 +2.5%
20 BONDBLOXX PRIVATE CREDIT CLO ETF 1,489.0 $74K 0.04% -12.0 -0.8% $49.88
Page 1 of 2  ·  22 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 75.0%
Technology 16.5%
Consumer Defensive 2.9%
Real Estate 1.5%
Industrials 1.4%
Communication Services 0.9%
Basic Materials 0.7%
Consumer Cyclical 0.5%
Utilities 0.4%
Energy 0.1%