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Schulz Wealth

Latest statistics and disclosures from Schulz Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, VFMO, VUSB, BUFR, VXUS, and represent 51.10% of Schulz Wealth's stock portfolio.
Added to shares of these 10 stocks: GSEP, DFAC, GAUG, GJUL, DFCF, VFMO, BUFR, SPLG, VXUS, BRK.B.
Started 2 new stock positions in BRK.B, SPLG.
Reduced shares in these 10 stocks: VUSB, OKTA, BJUL, PAUG, GNOV, PMAY, GJAN, FDEC, AVDV, VTI.
Sold out of its position in OKTA.
Schulz Wealth was a net buyer of stock by $5.9M.
Schulz Wealth has $129M in assets under management (AUM), dropping by 9.53%.
Central Index Key (CIK): 0002011780

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Portfolio Holdings for Schulz Wealth

Schulz Wealth holds 58 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	18.7	$24M	+6%	705k	34.29	View chart
Vanguard Wellington Us Momentum (VFMO)	10.5	$14M	+3%	84k	160.95	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	7.6	$9.9M	-11%	198k	49.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	7.6	$9.8M	+2%	328k	29.89	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.7	$8.6M	+2%	133k	64.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	5.4	$7.0M		159k	43.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	4.1	$5.3M		118k	44.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	3.2	$4.1M		112k	36.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	3.0	$3.9M		104k	37.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	2.9	$3.7M	-2%	108k	34.48	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	2.8	$3.6M		51k	70.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	2.7	$3.5M	+75%	102k	34.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	2.7	$3.5M	+62%	97k	36.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	1.5	$2.0M		41k	48.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	1.3	$1.6M	+619%	47k	34.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	1.2	$1.6M		38k	42.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	1.2	$1.5M		41k	36.24	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	1.2	$1.5M		32k	46.56	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	1.0	$1.3M		24k	54.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	1.0	$1.3M		35k	36.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.9	$1.1M	-4%	32k	35.24	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.7	$902k	+128%	21k	43.19	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.7	$873k		21k	41.32	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.7	$873k	-13%	23k	37.86	View chart
Apple (AAPL)	0.6	$832k		3.6k	233.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.6	$807k		23k	35.42	View chart
Innovator Etfs Trust Premium Inc 15 B (LOCT)	0.5	$702k		30k	23.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.5	$669k		17k	39.49	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.5	$600k		15k	40.48	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$558k		16k	35.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.4	$543k		13k	42.26	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.4	$523k		24k	22.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.4	$501k		13k	37.34	View chart
Innovator Etfs Trust Prem Inc 20 Barr (JULH)	0.4	$474k		19k	24.95	View chart
Cyberark Software SHS (CYBR)	0.4	$467k		1.6k	291.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.4	$460k		12k	40.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.4	$456k		9.7k	47.18	View chart
Amazon (AMZN)	0.3	$444k		2.4k	186.33	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$432k		15k	28.15	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$420k	+47%	7.0k	60.42	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$418k		2.4k	173.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.3	$395k		16k	25.04	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$383k		2.1k	179.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.3	$360k		7.9k	45.75	View chart
Wal-Mart Stores (WMT)	0.3	$355k		4.4k	80.75	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$293k		510.00	573.76	View chart
Costco Wholesale Corporation (COST)	0.2	$289k		326.00	886.52	View chart
Duke Energy Corp Com New (DUK)	0.2	$289k		2.5k	115.30	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.2	$271k	NEW	4.0k	67.51	View chart
Republic Services (RSG)	0.2	$263k		1.3k	200.84	View chart
Marsh & McLennan Companies (MMC)	0.2	$253k		1.1k	223.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$234k	-3%	827.00	283.19	View chart
Microsoft Corporation (MSFT)	0.2	$227k		527.00	430.30	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.2	$224k	-39%	5.1k	43.68	View chart
Cullen/Frost Bankers (CFR)	0.2	$221k		2.0k	111.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$216k		5.6k	38.53	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$212k	NEW	460.00	460.26	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.2	$207k		3.4k	60.82	View chart

Past Filings by Schulz Wealth

SEC 13F filings are viewable for Schulz Wealth going back to 2023

Schulz Wealth 2024 Q3 filed Oct. 25, 2024
Schulz Wealth 2024 Q2 filed July 25, 2024
Schulz Wealth 2024 Q1 filed April 10, 2024
Schulz Wealth 2023 Q4 filed Feb. 12, 2024

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