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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 54.11% of Schulz Wealth's stock portfolio.
Added to shares of these 10 stocks: DFAC, GJAN, GAPR, KNG, SDVD, AVDV, VXUS, DFCF, VFMO, VGIT.
Started 5 new stock positions in DFCF, SDVD, VGIT, PSEP, MA.
Reduced shares in these 10 stocks: VUSB, DSEP, DDEC, BUFD, BUFR, VTI, PJAN, UAUG, DOCT, GNOV.
Sold out of its positions in DOCT, UAUG.
Schulz Wealth was a net buyer of stock by $6.1M.
Schulz Wealth has $117M in assets under management (AUM), dropping by 11.85%.
Central Index Key (CIK): 0002011780

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Portfolio Holdings for Schulz Wealth

Schulz Wealth holds 57 positions in its portfolio as reported in the March 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)	19.1	$22M	+15%	698k	31.95	View chart
Vanguard Wellington Us Momentum (VFMO)	10.8	$13M	+2%	83k	151.28	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	9.6	$11M	-9%	227k	49.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	7.7	$9.0M	-2%	322k	27.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	6.9	$8.1M	+6%	135k	60.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	5.7	$6.6M		161k	41.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	4.3	$5.0M		119k	42.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	3.3	$3.8M	+341%	106k	35.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	3.2	$3.7M	-3%	113k	32.97	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.0	$3.5M	+16%	53k	65.86	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	1.8	$2.1M		61k	33.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	1.7	$2.0M	+80%	60k	33.68	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	1.6	$1.9M		58k	33.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	1.6	$1.9M	-4%	42k	44.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	1.3	$1.5M		38k	39.24	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	1.2	$1.4M		32k	43.54	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	1.1	$1.3M	+67%	24k	53.71	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	1.1	$1.3M	+9%	37k	34.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	1.0	$1.2M		36k	34.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.9	$1.1M	-4%	34k	32.47	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.8	$948k	-3%	27k	35.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.8	$920k		28k	33.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.7	$827k	-22%	21k	39.11	View chart
Innovator Etfs Trust Premium Inc 15 B (LOCT)	0.6	$707k		30k	23.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.5	$634k	-40%	17k	37.47	View chart
Apple (AAPL)	0.5	$623k		3.6k	171.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.5	$563k		15k	37.98	View chart
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)	0.4	$522k	NEW	24k	22.01	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.4	$521k		16k	33.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.4	$521k	-4%	13k	40.57	View chart
Innovator Etfs Trust Prem Inc 20 Barr (JULH)	0.4	$474k		19k	24.93	View chart
Amazon (AMZN)	0.4	$473k		2.6k	180.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR)	0.4	$468k	-23%	13k	34.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.4	$452k		10k	44.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.4	$439k	-52%	12k	38.19	View chart
Cyberark Software SHS (CYBR)	0.4	$425k		1.6k	265.63	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.3	$391k	-21%	15k	25.49	View chart
First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)	0.3	$372k	-46%	16k	23.59	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.3	$364k	NEW	8.7k	41.95	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$363k		2.1k	169.37	View chart
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL)	0.3	$343k		8.5k	40.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.3	$337k		7.9k	42.88	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$327k		2.4k	136.05	View chart
Wal-Mart Stores (WMT)	0.2	$287k	+200%	4.8k	60.17	View chart
Republic Services (RSG)	0.2	$272k		1.4k	191.44	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$267k		510.00	523.07	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.2	$265k	NEW	4.5k	58.55	View chart
Costco Wholesale Corporation (COST)	0.2	$261k		356.00	732.63	View chart
Duke Energy Corp Com New (DUK)	0.2	$242k		2.5k	96.71	View chart
Okta Cl A (OKTA)	0.2	$239k		2.3k	104.62	View chart
Marsh & McLennan Companies (MMC)	0.2	$234k		1.1k	205.98	View chart
Microsoft Corporation (MSFT)	0.2	$230k		547.00	420.72	View chart
Cullen/Frost Bankers (CFR)	0.2	$222k		2.0k	112.57	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$220k	-53%	845.00	259.91	View chart
Mastercard Incorporated Cl A (MA)	0.2	$217k	NEW	450.00	481.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG)	0.2	$216k		6.6k	32.96	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$205k	NEW	5.6k	36.50	View chart

Past Filings by Schulz Wealth

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

Schulz Wealth 2024 Q1 filed April 10, 2024
Schulz Wealth 2023 Q4 filed Feb. 12, 2024

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