The Analysis of Schulz Wealth, LTD.'s Holdings
Currently, Schulz Wealth, LTD. holds 64 types of securities in its portfolio with a total value $151.3M. In the most recent quarter, they have increased their positions in DFAC (+79.2K shares, valued at $3.1M), AVDV (+15.8K shares, valued at $1.4M), ZALT (+43.1K shares, valued at $1.4M); decreased their positions in FDEC (-3.0K shares, valued at $147.3K), GJUN (-3.3K shares, valued at $130.0K), VTV (-521 shares, valued at $97.1K); initiated new positions in ZALT (+43.1K shares, valued at $1.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST874.9K shares9.95%2025-09-302025-10-17
VXUS VANGUARD STAR FDS172.7K shares11.47%2025-09-302025-10-17 BUFR FIRST TR EXCHNG TRADED FD VI350.3K shares12.22%2025-09-302025-10-17 VUSB VANGUARD BD INDEX FDS169.7K shares1.28%2025-09-302025-10-17 FDEC FIRST TR EXCHNG TRADED FD VI150.5K shares-1.95%2025-09-302025-10-17 AVDV AMERICAN CENTY ETF TR82.5K shares23.62%2025-09-302025-10-17 GJAN FIRST TR EXCHNG TRADED FD VI134.6K shares-1.07%2025-09-302025-10-17 FSEP FIRST TR EXCHNG TRADED FD VI105.9K shares-0.30%2025-09-302025-10-17 GAPR FIRST TR EXCHNG TRADED FD VI111.5K shares0.00%2025-09-302025-10-17 GJUL FIRST TR EXCHNG TRADED FD VI101.1K shares9.59%2025-09-302025-10-17 GNOV FIRST TR EXCHNG TRADED FD VI100.9K shares-0.94%2025-09-302025-10-17 GSEP FIRST TR EXCHNG TRADED FD VI99.8K shares-1.24%2025-09-302025-10-17 DFCF DIMENSIONAL ETF TRUST69.6K shares80.66%2025-09-302025-10-17 GAUG FIRST TR EXCHNG TRADED FD VI76.6K shares67.10%2025-09-302025-10-17 VGSH VANGUARD SCOTTSDALE FDS47.6K shares12.19%2025-09-302025-10-17 GJUN FIRST TR EXCHNG TRADED FD VI56.6K shares-5.57%2025-09-302025-10-17 FJUL FIRST TR EXCHNG TRADED FD VI38.2K shares-1.86%2025-09-302025-10-17 GMAY FIRST TR EXCHNG TRADED FD VI45.4K shares-0.33%2025-09-302025-10-17 FMAR FIRST TR EXCHNG TRADED FD VI38.1K shares0.00%2025-09-302025-10-17 BJAN INNOVATOR ETFS TRUST32.1K shares0.00%2025-09-302025-10-17 GMAR FIRST TR EXCHNG TRADED FD VI37.6K shares0.00%2025-09-302025-10-17 ZALT INNOVATOR ETFS TRUST43.1K sharesnew addition2025-09-302025-10-17 VGIT VANGUARD SCOTTSDALE FDS20.4K shares24.81%2025-09-302025-10-17 KNG FIRST TR EXCHANGE-TRADED FD24.2K shares0.00%2025-09-302025-10-17 PMAY INNOVATOR ETFS TRUST27.9K shares-6.90%2025-09-302025-10-17 PAUG INNOVATOR ETFS TRUST23.1K shares0.00%2025-09-302025-10-17 GOCT FIRST TR EXCHNG TRADED FD VI24.2K shares0.00%2025-09-302025-10-17 PJAN INNOVATOR ETFS TRUST19.8K shares0.00%2025-09-302025-10-17 AAPL APPLE INC3.3K shares0.00%2025-09-302025-10-17 CYBR CYBERARK SOFTWARE LTD1.6K shares0.00%2025-09-302025-10-17 SPY SPDR S&P 500 ETF TR1.0K shares5.71%2025-09-302025-10-17 FNOV FIRST TR EXCHNG TRADED FD VI12.9K shares0.00%2025-09-302025-10-17 FOCT FIRST TR EXCHNG TRADED FD VI12.9K shares0.00%2025-09-302025-10-17 DDEC FIRST TR EXCHNG TRADED FD VI13.7K shares0.00%2025-09-302025-10-17 PAPR INNOVATOR ETFS TRUST15.5K shares0.00%2025-09-302025-10-17 PJUL INNOVATOR ETFS TRUST12.5K shares-0.55%2025-09-302025-10-17 DMAR FIRST TR EXCHNG TRADED FD VI13.4K shares0.00%2025-09-302025-10-17 AMZN AMAZON COM INC2.4K shares0.00%2025-09-302025-10-17 IWF ISHARES TR1.1K shares7.52%2025-09-302025-10-17 SDVD FIRST TR EXCH TRADED FD III23.7K shares0.00%2025-09-302025-10-17 JULH INNOVATOR ETFS TRUST19.0K shares0.00%2025-09-302025-10-17 WMT WALMART INC4.2K shares0.00%2025-09-302025-10-17 RSP INVESCO EXCHANGE TRADED FD T2.1K shares0.00%2025-09-302025-10-17 TSM TAIWAN SEMICONDUCTOR MFG LTD1.4K shares0.00%2025-09-302025-10-17 FAUG FIRST TR EXCHNG TRADED FD VI7.4K shares0.00%2025-09-302025-10-17 DFEM DIMENSIONAL ETF TRUST11.8K shares-13.97%2025-09-302025-10-17 VUG VANGUARD INDEX FDS732 shares0.00%2025-09-302025-10-17 GFEB FIRST TR EXCHNG TRADED FD VI8.3K shares0.00%2025-09-302025-10-17 MSFT MICROSOFT CORP651 shares18.15%2025-09-302025-10-17 SPYM SPDR SERIES TRUST4.1K shares0.15%2025-09-302025-10-17 DUK DUKE ENERGY CORP NEW2.5K shares0.00%2025-09-302025-10-17 COST COSTCO WHSL CORP NEW331 shares0.00%2025-09-302025-10-17 RSG REPUBLIC SVCS INC1.3K shares0.00%2025-09-302025-10-17 VTI VANGUARD INDEX FDS838 shares-2.22%2025-09-302025-10-17 BJUL INNOVATOR ETFS TRUST5.1K shares0.00%2025-09-302025-10-17 VTV VANGUARD INDEX FDS1.3K shares-27.98%2025-09-302025-10-17 PSEP INNOVATOR ETFS TRUST5.6K shares0.00%2025-09-302025-10-17 BUFD FIRST TR EXCHNG TRADED FD VI8.6K shares0.00%2025-09-302025-10-17 BRK.B BERKSHIRE HATHAWAY INC DEL460 shares0.00%2025-09-302025-10-17 MMC MARSH & MCLENNAN COS INC1.1K shares0.00%2025-09-302025-10-17 MA MASTERCARD INCORPORATED398 shares0.00%2025-09-302025-10-17 DOCT FIRST TR EXCHNG TRADED FD VI5.0K shares0.00%2025-09-302025-10-17 OKTA OKTA INC2.3K shares0.00%2025-09-302025-10-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available