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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 2 of 6  ·  105 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TBLL INVESCO SHORT TERM TREASURY ETF 21,364.0 $2.3M 1.27% $105.57 +0.0%
22 FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF 63,961.0 $2.0M 1.12% -550.0 -0.8% $31.10 +4.5%
23 JMBS JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF 41,961.0 $1.9M 1.06% +1K +3.6% $44.99 -1.2%
24 CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 51,681.0 $1.8M 1.01% +5K +11.6% $34.62 +1.1%
25 VIG VANGUARD DIVIDEND APPRECIATION ETF 6,485.0 $1.5M 0.86% -5K -45.4% $236.62 +2.7%
26 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 26,567.0 $1.4M 0.78% NEW $52.41 -0.6%
27 XONE BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF 26,824.0 $1.3M 0.74% +2K +6.2% $49.37 -0.0%
28 SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 37,571.0 $1.3M 0.72% -2K -5.1% $33.84 +5.7%
29 EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF 10,941.0 $1.1M 0.63% +522.0 +5.0% $102.30 -4.1%
30 FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF 18,724.0 $988K 0.56% +147.0 +0.8% $52.76 +5.1%
31 VCR VANGUARD CONSUMER DISCRETIONARY ETF 2,445.0 $970K 0.55% $396.61 -0.7%
32 FLOT ISHARES FLOATING RATE BOND ETF 18,757.0 $958K 0.54% NEW $51.05 +0.0%
33 DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND 9,846.0 $941K 0.53% -477.0 -4.6% $95.62 +3.9%
34 VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF 5,481.0 $866K 0.49% $158.03 +3.9%
35 ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 7,182.0 $863K 0.49% +2K +47.8% $120.23 +6.0%
36 VBIL VANGUARD 0-3 MONTH TREASURY BILL ETF 10,795.0 $817K 0.46% NEW $75.68 +0.0%
37 QQQM INVESCO NASDAQ 100 ETF 2,591.0 $785K 0.44% +1K +67.2% $302.92 -2.6%
38 DEXC DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF 8,921.0 $737K 0.41% -157.0 -1.7% $82.61 -3.8%
39 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 13,680.0 $733K 0.41% $53.61 +8.4%
40 SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 22,898.0 $687K 0.39% +6K +38.3% $30.01 -0.3%
Page 2 of 6  ·  105 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%