The Analysis of Schulz Wealth, LTD.'s Holdings
Currently, Schulz Wealth, LTD. holds 62 types of securities in its portfolio with a total value $156.1M. In the most recent quarter, they have increased their positions in DFAC (+24.2K shares, valued at $956.5K), ZALT (+23.7K shares, valued at $772.5K), GOCT (+17.9K shares, valued at $702.8K); decreased their positions in BUFR (-25.1K shares, valued at $859.5K), FJUL (-4.5K shares, valued at $249.5K), GJAN (-5.6K shares, valued at $237.6K); initiated new positions in N/A (+1.1K shares, valued at $663.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST899.1K shares2.76%2025-12-312026-02-05
VXUS VANGUARD STAR FDS171.3K shares-0.86%2025-12-312026-02-05 BUFR FIRST TR EXCHNG TRADED FD VI325.2K shares-7.16%2025-12-312026-02-05 VUSB VANGUARD BD INDEX FDS177.5K shares4.61%2025-12-312026-02-05 AVDV AMERICAN CENTY ETF TR84.5K shares2.46%2025-12-312026-02-05 FDEC FIRST TR EXCHNG TRADED FD VI148.3K shares-1.47%2025-12-312026-02-05 GJAN FIRST TR EXCHNG TRADED FD VI129.0K shares-4.13%2025-12-312026-02-05 FSEP FIRST TR EXCHNG TRADED FD VI102.1K shares-3.67%2025-12-312026-02-05 GAPR FIRST TR EXCHNG TRADED FD VI110.3K shares-1.07%2025-12-312026-02-05 GJUL FIRST TR EXCHNG TRADED FD VI101.1K shares0.00%2025-12-312026-02-05 GNOV FIRST TR EXCHNG TRADED FD VI97.7K shares-3.19%2025-12-312026-02-05 GSEP FIRST TR EXCHNG TRADED FD VI96.8K shares-2.99%2025-12-312026-02-05 DFCF DIMENSIONAL ETF TRUST80.5K shares15.73%2025-12-312026-02-05 GAUG FIRST TR EXCHNG TRADED FD VI76.1K shares-0.63%2025-12-312026-02-05 VGSH VANGUARD SCOTTSDALE FDS46.8K shares-1.64%2025-12-312026-02-05 GJUN FIRST TR EXCHNG TRADED FD VI56.6K shares0.00%2025-12-312026-02-05 ZALT INNOVATOR ETFS TRUST66.8K shares55.08%2025-12-312026-02-05 FJUL FIRST TR EXCHNG TRADED FD VI33.7K shares-11.69%2025-12-312026-02-05 GMAY FIRST TR EXCHNG TRADED FD VI43.9K shares-3.30%2025-12-312026-02-05 FMAR FIRST TR EXCHNG TRADED FD VI38.1K shares0.00%2025-12-312026-02-05 BJAN INNOVATOR ETFS TRUST32.1K shares0.00%2025-12-312026-02-05 GOCT FIRST TR EXCHNG TRADED FD VI42.1K shares73.99%2025-12-312026-02-05 GMAR FIRST TR EXCHNG TRADED FD VI36.5K shares-3.10%2025-12-312026-02-05 VGIT VANGUARD SCOTTSDALE FDS20.4K shares0.17%2025-12-312026-02-05 KNG FIRST TR EXCHANGE-TRADED FD24.2K shares0.00%2025-12-312026-02-05 PMAY INNOVATOR ETFS TRUST25.9K shares-7.34%2025-12-312026-02-05 PAUG INNOVATOR ETFS TRUST22.0K shares-4.47%2025-12-312026-02-05 AAPL APPLE INC3.3K shares0.52%2025-12-312026-02-05 TSM TAIWAN SEMICONDUCTOR MFG LTD2.9K shares105.99%2025-12-312026-02-05 PJAN INNOVATOR ETFS TRUST17.3K shares-12.48%2025-12-312026-02-05 CYBR CYBERARK SOFTWARE LTD1.6K shares0.00%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR1.0K shares0.00%2025-12-312026-02-05 FNOV FIRST TR EXCHNG TRADED FD VI11.9K shares-7.77%2025-12-312026-02-05 FOCT FIRST TR EXCHNG TRADED FD VI12.9K shares0.00%2025-12-312026-02-05 PAPR INNOVATOR ETFS TRUST15.5K shares0.00%2025-12-312026-02-05 DDEC FIRST TR EXCHNG TRADED FD VI12.9K shares-5.64%2025-12-312026-02-05 PJUL INNOVATOR ETFS TRUST12.5K shares-0.35%2025-12-312026-02-05 DMAR FIRST TR EXCHNG TRADED FD VI13.4K shares0.00%2025-12-312026-02-05 AMZN AMAZON COM INC2.4K shares0.59%2025-12-312026-02-05 IWF ISHARES TR1.1K shares0.00%2025-12-312026-02-05 SDVD FIRST TR EXCH TRADED FD III23.7K shares0.00%2025-12-312026-02-05 JULH INNOVATOR ETFS TRUST19.0K shares0.00%2025-12-312026-02-05 WMT WALMART INC4.2K shares0.00%2025-12-312026-02-05 DFEM DIMENSIONAL ETF TRUST11.8K shares0.00%2025-12-312026-02-05 VUG VANGUARD INDEX FDS732 shares0.00%2025-12-312026-02-05 GFEB FIRST TR EXCHNG TRADED FD VI8.3K shares0.00%2025-12-312026-02-05 FAUG FIRST TR EXCHNG TRADED FD VI6.2K shares-15.89%2025-12-312026-02-05 SPYM SPDR SERIES TRUST4.1K shares0.56%2025-12-312026-02-05 MSFT MICROSOFT CORP655 shares0.61%2025-12-312026-02-05 COST COSTCO WHSL CORP NEW331 shares0.00%2025-12-312026-02-05 VTV VANGUARD INDEX FDS1.5K shares11.41%2025-12-312026-02-05 RSG REPUBLIC SVCS INC1.3K shares0.00%2025-12-312026-02-05 VTI VANGUARD INDEX FDS780 shares-6.92%2025-12-312026-02-05 BJUL INNOVATOR ETFS TRUST5.1K shares0.00%2025-12-312026-02-05 PSEP INNOVATOR ETFS TRUST5.6K shares0.00%2025-12-312026-02-05 BUFD FIRST TR EXCHNG TRADED FD VI8.6K shares0.00%2025-12-312026-02-05 MA MASTERCARD INCORPORATED398 shares0.00%2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available