Schulz Wealth

Schulz Wealth as of Dec. 31, 2025

Portfolio Holdings for Schulz Wealth

Schulz Wealth holds 62 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 22.8 $36M 899k 39.59
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 8.3 $13M 171k 75.44
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 7.1 $11M 325k 34.26
Vanguard Bd Index Fds Vanguard Ultra (VUSB) 5.7 $8.8M 178k 49.84
American Centy Etf Tr Intl Smcp Vlu (AVDV) 5.1 $7.9M 85k 93.97
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 4.9 $7.6M 148k 51.18
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN) 3.5 $5.5M 129k 42.79
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP) 3.4 $5.3M 102k 51.56
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR) 2.8 $4.4M 110k 39.99
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 2.7 $4.2M 101k 41.33
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV) 2.5 $3.9M 98k 39.72
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP) 2.4 $3.7M 97k 38.74
Dimensional Etf Trust Core Fixed Incom (DFCF) 2.2 $3.4M 81k 42.56
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAUG) 1.9 $3.0M 76k 39.26
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.8 $2.8M 47k 58.73
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) 1.4 $2.2M 57k 39.60
Innovator Etfs Trust U S Eq 10 Buffer (ZALT) 1.4 $2.2M 67k 32.57
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL) 1.2 $1.9M 34k 55.92
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY) 1.2 $1.8M 44k 41.29
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR) 1.2 $1.8M 38k 47.47
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) 1.1 $1.8M 32k 55.05
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GOCT) 1.1 $1.7M 42k 39.29
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR) 1.0 $1.5M 37k 40.94
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.8 $1.2M 20k 59.93
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.8 $1.2M 24k 49.15
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY) 0.7 $1.0M 26k 39.59
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) 0.6 $953k 22k 43.25
Apple (AAPL) 0.6 $898k 3.3k 271.86
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.6 $890k 2.9k 304.12
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) 0.5 $813k 17k 47.02
Cyberark Software SHS (CYBR) 0.5 $714k 1.6k 446.06
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $708k 1.0k 682.86
Innovator Etfs Trust Premium Inc 15 B (LOCT) 0.5 $707k 30k 23.97
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $663k 1.1k 627.32
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV) 0.4 $651k 12k 54.83
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT) 0.4 $631k 13k 48.99
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) 0.4 $607k 16k 39.12
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) 0.4 $583k 13k 45.09
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) 0.4 $580k 13k 46.43
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) 0.4 $559k 13k 41.65
Amazon (AMZN) 0.4 $553k 2.4k 230.82
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $521k 1.1k 473.41
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD) 0.3 $509k 24k 21.46
Innovator Etfs Trust Prem Inc 20 Barr (JULH) 0.3 $484k 19k 25.46
Wal-Mart Stores (WMT) 0.3 $469k 4.2k 111.47
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $410k 2.1k 191.56
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $389k 12k 33.08
Vanguard Index Fds Growth Etf (VUG) 0.2 $357k 732.00 487.86
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB) 0.2 $346k 8.3k 41.53
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) 0.2 $331k 6.2k 52.95
Spdr Series Trust State Street Spd (SPYM) 0.2 $330k 4.1k 80.21
Microsoft Corporation (MSFT) 0.2 $317k 655.00 483.69
Duke Energy Corp Com New (DUK) 0.2 $294k 2.5k 117.21
Costco Wholesale Corporation (COST) 0.2 $285k 331.00 862.34
Vanguard Index Fds Value Etf (VTV) 0.2 $285k 1.5k 190.94
Republic Services (RSG) 0.2 $278k 1.3k 211.93
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $262k 780.00 335.27
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.2 $260k 5.1k 50.76
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) 0.2 $246k 5.6k 43.72
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.2 $244k 8.6k 28.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $234k 466.00 502.65
Mastercard Incorporated Cl A (MA) 0.1 $227k 398.00 570.88