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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 0002075899

Bulwark Capital Corp

FERNANDINA BEACH, FL · File #028-25649

Latest AUM
$140.6M
Positions
101
Top-10 Concentration
63.0%
Filings
3

Sector Allocation

Financials
8.2%$11.5M
Technology
0.5%$686,959
Consumer Staples
0.0%$48,780
Materials
0.0%$35,256
Healthcare
0.0%$5,821
Industrials
0.0%$9,804
Energy
0.0%$3,744

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD TOTAL STOCK MARKET ETF92290876951,057$17.1M12.38%
2ISHARES CORE S&P 500 ETF46428720015,847$10.9M7.85%
3VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771213,665$10.1M7.27%
4VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF922020805192,290$9.5M6.88%
5PGIM ULTRA SHORT BOND ETF69344A107157,369$7.8M5.64%
6ANGEL OAK ULTRASHORT INCOME ETF03463K752142,951$7.3M5.29%
7JPMORGAN LIMITED DURATION BOND ETF46654Q773138,476$7.2M5.24%
8SCHWAB US TIPS ETF808524870249,151$6.6M4.77%
9VANGUARD INFORMATION TECHNOLOGY ETF92204A7027,530$5.7M4.10%
10BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF09789C78897,339$4.9M3.54%
11CAPITAL GROUP DIVIDEND VALUE ETF14020W106104,614$4.6M3.30%
12JANUS HENDERSON AAA CLO ETF47103U84579,295$4.0M2.90%
13ISHARES CORE S&P U.S. GROWTH ETF46428767120,001$3.4M2.43%
14INVESCO S&P 500 TOP 50 ETFIVZ48,736$2.9M2.09%
15VANGUARD DIVIDEND APPRECIATION ETF92190884412,212$2.7M1.94%
16CAPITAL GROUP CONSERVATIVE EQUITY ETF14020U10084,822$2.6M1.87%
17ISHARES AAA CLO ACTIVE ETFBLK45,373$2.3M1.70%
18INVESCO SHORT TERM TREASURY ETFIVZ21,080$2.2M1.61%
19INVESCO QQQ TRUST SERIES IIVZ3,483$2.1M1.55%
20ISHARES 0-3 MONTH TREASURY BOND ETF46436E71821,212$2.1M1.54%