Fund HoldingsBulwark Capital Corp

Total Portfolio Value
$177.69M
Total Bought
$22.78M
Total Sold
$10.46M
Net Transaction
+$12.33M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
PGIM ULTRA SHORT BOND ETF
PGIM ULTRA SH BD
321,880386,677+64,79715,93319,16010.78%+3,227
VANGUARD TOTAL STOCK MARKET ETF51,09351,209+11616,39118,94910.66%+2,558
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
ULTRA SHORT DUR
26,24566,863+40,6181,3293,3821.90%+2,053
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
7,29858,384+51,0865,0926,9783.93%+1,886
ISHARES CORE S&P 500 ETF15,91216,326+41410,39412,2266.88%+1,833
ISHARES AAA CLO ACTIVE ETF70,69598,567+27,8723,6645,1172.88%+1,452
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF026,567+26,56701,3920.78%+1,392
INVESCO S&P 500 TOP 50 ETF
S&P 500 TOP 50
48,53563,937+15,4022,6483,9152.20%+1,267
SCHWAB US TIPS ETF294,046334,258+40,2127,8258,8584.99%+1,033
ISHARES FLOATING RATE BOND ETF
FLTG RATE NT ETF
018,757+18,75709580.54%+958
VANGUARD 0-3 MONTH TREASURY BILL ETF010,795+10,79508170.46%+817
ISHARES CORE S&P U.S. GROWTH ETF20,43920,845+4063,1703,9212.21%+750
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
100,75899,978-7804,2864,9272.77%+641
INVESCO QQQ TRUST SERIES I3,4833,542+592,0102,6081.47%+598
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
SHS CREAT UNIT
46,30751,681+5,3741,3661,7891.01%+424
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
1,5502,591+1,0413687850.44%+417
CAPITAL GROUP CONSERVATIVE EQUITY ETF
SHS
79,87083,884+4,0142,3812,7531.55%+372
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
MSCI EMRG CHN
10,41910,941+5228201,1190.63%+300
ISHARES MSCI GLOBAL MIN VOL FACTOR ETF4,8587,182+2,3245818630.49%+283
JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
89,46894,428+4,9604,5074,7682.68%+261
VANGUARD ULTRA-SHORT BOND ETF
VANGUARD ULTRA
1,5076,292+4,785753130.18%+238
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF64,51163,961-5501,7971,9891.12%+193
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
ST SHOR CORP ETF
16,55722,898+6,3414986870.39%+189
DIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETF
EMERGING MRKTETS
9,0788,921-1575897370.41%+148
SCHWAB U.S. LARGE-CAP GROWTH ETF39,59737,571-2,0261,1531,2710.72%+118
FREEDOM 100 EMERGING MARKETS ETF
FREEDOM 100 EM
8,6768,113-5634745910.33%+117
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR(PHYS)1,4434,782+3,339511440.08%+93
VANGUARD CONSUMER DISCRETIONARY ETF
CONSUM DIS ETF
2,4452,44508789700.55%+92
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF18,57718,724+1479099880.56%+79
APPLE INC COM(AAPL)2,1002,10005336080.34%+75
BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF
BLOOMBERG ONE YR
25,25226,824+1,5721,2501,3240.75%+74
ISHARES CYBERSECURITY & TECH ETF
CYBERSECURITY
4,0854,08501782480.14%+70
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
ST STR INDL ETF
2,8102,81004545200.29%+66
JANUS HENDERSON ASSET-BACKED SECURITIES ETF
HENDERSON ASSET
1,5442,806+1,262771400.08%+63
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
ST STR FINL ETF
13,68013,68006757330.41%+58
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF
HENDERSON MTG
40,50641,961+1,4551,8301,8881.06%+58
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
ST STR TECHN ETF
97097001291850.10%+56
VANGUARD HIGH DIVIDEND YIELD INDEX ETF5,4815,48108128660.49%+54
KRATOS DEFENSE & SEC SOLUTIONS COM NEW(KTOS)0873+8730440.02%+44
WISDOMTREE US QUALITY DIVIDEND GROWTH FUND(WT)10,3239,846-4779079410.53%+35
ISHARES S&P 500 GROWTH ETF1,0441,04401181440.08%+25
ISHARES SECURITIZED INCOME ACTIVE ETF0405+4050200.01%+20
VANGUARD S&P 500 ETF19619601171350.08%+17
PRUDENTIAL FINL INC COM(PFH)0151+1510160.01%+16
FIDELITY FUNDAMENTAL SMALL-MID CAP ETF2,5352,535081970.05%+16
SCHWAB U.S. MID-CAP ETF2,6832,683083990.06%+16
VANGUARD HEALTH CARE ETF
HEALTH CAR ETF
2,1692,017-1525916030.34%+12
VANECK SEMICONDUCTOR ETF
SEMICONDUCTR ETF
4343017280.02%+12
PRINCIPAL FINANCIAL GROUP INC COM(PFG)0100+1000110.01%+11
INVENTRUST PPTYS CORP COM NEW(IVT)2,0882,088064740.04%+10
JANUS HENDERSON AA-A CLO ETF
HENDERSON AA A
0200+2000100.01%+10
SCHWAB US DIVIDEND EQUITY ETF9,2299,204-252832920.16%+9
TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS(TSM)4848016230.01%+7
ISHARES CORE S&P SMALL CAP ETF272272034400.02%+7
GE AEROSPACE COM NEW(GE)6363018240.01%+6
ASML HLDG NV N Y REGISTRY SHS
N Y REGISTRY SHS
88011160.01%+5
ALTRIA GROUP INC COM(MO)846846056610.03%+5
SCHWAB U.S. LARGE-CAP ETF1,3061,306033380.02%+5
PHILIP MORRIS INTL INC COM(PM)317317052570.03%+5
VANGUARD FTSE EMERGING MARKETS ETF833833045500.03%+5
GE VERNOVA INC COM(GEV)1515013180.01%+5
ALPHABET INC CAP STK CL A(GOOG)5959017210.01%+4
ISHARES CORE DIVIDEND GROWTH ETF
CORE DIV GRWTH
824816-858620.03%+4
SALESFORCE INC COM(CRM)2553+28580.00%+4
AMAZON COM INC COM(AMZN)100100021240.01%+3
STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
ST STR STAPL ETF
2,4712,47102032050.12%+3
STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
ST STR CARE ETF
220220032350.02%+3
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST(GLDM)2,0392,411+3721891910.11%+2
STATE STREET SPDR S&P SEMICONDUCTOR ETF
ST STR SP SEMI
660240.00%+2
MICROSOFT CORP COM(MSFT)39439401461470.08%+1
NVIDIA CORPORATION COM(NVDA)40400780.00%+1
VANGUARD GROWTH ETF1272+60560.00%+1
NOVAVAX INC COM NEW(NVAX)6106100560.00%+1
BONDBLOXX PRIVATE CREDIT CLO ETF
PRIVA CR CLO ETF
1,5011,489-1274740.04%0
INVESCO SHORT TERM TREASURY ETF
SHORT TERM ETF
21,36421,36402,2552,2551.27%0
AMPLIFY ALTERNATIVE HARVEST ETF35350110.00%0
ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF119119013130.01%-0
ISHARES SILVER TRUST(SLV)110000.00%-0
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF
ST STR SVC ETF
30300330.00%-0
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK(GEHC)21210110.00%-0
SCHWAB SHORT-TERM US TREASURY ETF4,9604,96001201200.07%-1
CHEVRON CORPORATION COM(CVX)25250540.00%-1
ISHARES BITCOIN TRUST ETF(IBIT)26726701090.01%-1
COSTCO WHOLESALE CORPORATION COM(COST)2525025230.01%-2
VANGUARD SHORT-TERM CORPORATE BOND ETF
SHRT TRM CORP BD
6,1346,132-24864850.27%-2
ALERIAN ENERGY INFRASTRUCTURE ETF
ALERIAN ENERGY
8,2928,255-373173150.18%-2
VERIZON COMMUNICATIONS INC COM(VZ)589589030250.01%-5
WHEATON PRECIOUS METALS CORP COM(WPM)300300039340.02%-6
BONDBLOXX JP MORGAN USD EMERGING MARKETS 1-10 YEAR BOND ETF
JP MOR USD 1 ETF
2360-236100-10
ISHARES U.S. AEROSPACE & DEFENSE ETF737607-1301611470.08%-14
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
ST INTER BD ETF
7,0996,679-4202382230.13%-15
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER(PSLV)2,9302,930071550.03%-16
STATE STREET SPDR S&P 500 ETF(SPY)781646-1355084830.27%-25
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN(CEF)3,9873,98701901600.09%-30
ISHARES U.S. INSURANCE ETF58539-5467550.00%-70
SCHWAB INTERMEDIATE-TERM US TREASURY ETF360,906360,679-2278,9908,8945.01%-96
VANGUARD MORTGAGE-BACKED SECURITIES ETF
MTG-BKD SECS ETF
65,15863,273-1,8853,0592,9621.67%-97
VANGUARD FTSE DEVELOPED MARKETS ETF3,3391,605-1,7342141140.06%-100
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF173,006169,013-3,9938,6428,4904.78%-152
INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF15,1510-15,1514250-425
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