Schulz Wealth, LTD. Q2 2025 Filing

Filed July 7, 2025

Portfolio Value

$133.8B

Holdings

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (66 positions)

#	Stock	Shares	Value	% Portfolio
1	DFACDIMENSIONAL ETF TRUST	795,734	$28.5B	21.32%
2	VXUSVANGUARD STAR FDS	154,950	$10.7B	8.00%
3	BUFRFIRST TR EXCHNG TRADED FD VI	312,141	$9.9B	7.42%
4	VUSBVANGUARD BD INDEX FDS	167,518	$8.4B	6.24%
5	FDECFIRST TR EXCHNG TRADED FD VI	153,514	$7.2B	5.36%
6	GJANFIRST TR EXCHNG TRADED FD VI	136,034	$5.4B	4.06%
7	AVDVAMERICAN CENTY ETF TR	66,714	$5.3B	3.95%
8	FSEPFIRST TR EXCHNG TRADED FD VI	106,261	$5.1B	3.81%
9	GAPRFIRST TR EXCHNG TRADED FD VI	111,508	$4.3B	3.19%
10	GNOVFIRST TR EXCHNG TRADED FD VI	101,891	$3.7B	2.78%
11	GSEPFIRST TR EXCHNG TRADED FD VI	101,020	$3.7B	2.77%
12	XFEBFIRST TR EXCHNG TRADED FD VI	92,247	$3.6B	2.67%
13	VGSHVANGUARD SCOTTSDALE FDS	42,450	$2.5B	1.87%
14	GJUNFIRST TR EXCHNG TRADED FD VI	59,989	$2.3B	1.69%
15	FJULFIRST TR EXCHNG TRADED FD VI	38,892	$2.0B	1.50%
16	GMAYFIRST TR EXCHNG TRADED FD VI	45,578	$1.8B	1.33%
17	FMARFIRST TR EXCHNG TRADED FD VI	38,105	$1.7B	1.28%
18	GAUGFIRST TR EXCHNG TRADED FD VI	45,833	$1.7B	1.27%
19	DFCFDIMENSIONAL ETF TRUST	38,519	$1.6B	1.22%
20	BJANINNOVATOR ETFS TRUST	32,130	$1.6B	1.21%
21	GMARFIRST TR EXCHNG TRADED FD VI	37,637	$1.5B	1.10%
22	KNGFIRST TR EXCHANGE-TRADED FD	24,225	$1.2B	0.89%
23	PMAYINNOVATOR ETFS TRUST	30,010	$1.1B	0.85%
24	VGITVANGUARD SCOTTSDALE FDS	16,307	$975.3M	0.73%
25	PAUGINNOVATOR ETFS TRUST	23,065	$933.2M	0.70%
26	GOCTFIRST TR EXCHNG TRADED FD VI	24,177	$883.8M	0.66%
27	PJANINNOVATOR ETFS TRUST	19,755	$870.2M	0.65%
28	LOCTINNOVATOR ETFS TRUST	29,500	$703.0M	0.53%
29	AAPLAPPLE INC	3,286	$674.2M	0.50%
30	CYBRCYBERARK SOFTWARE LTD	1,600	$651.0M	0.49%
31	FNOVFIRST TR EXCHNG TRADED FD VI	12,875	$645.2M	0.48%
32	SPYSPDR S&P 500 ETF TR	981	$606.1M	0.45%
33	PAPRINNOVATOR ETFS TRUST	15,515	$578.6M	0.43%
34	FOCTFIRST TR EXCHNG TRADED FD VI	12,873	$576.3M	0.43%
35	DDECFIRST TR EXCHNG TRADED FD VI	13,700	$572.1M	0.43%
36	PJULINNOVATOR ETFS TRUST	12,615	$553.2M	0.41%
37	DMARFIRST TR EXCHNG TRADED FD VI	13,417	$530.9M	0.40%
38	AMZNAMAZON COM INC	2,380	$522.1M	0.39%
39	SDVDFIRST TR EXCH TRADED FD III	23,700	$486.1M	0.36%
40	JULHINNOVATOR ETFS TRUST	19,000	$471.8M	0.35%
41	GDECFIRST TR EXCHNG TRADED FD VI	12,544	$441.0M	0.33%
42	IWFISHARES TR	1,024	$434.9M	0.33%
43	WMTWALMART INC	4,209	$411.6M	0.31%
44	DFEMDIMENSIONAL ETF TRUST	13,672	$405.8M	0.30%
45	RSPINVESCO EXCHANGE TRADED FD T	2,140	$388.9M	0.29%
46	FAUGFIRST TR EXCHNG TRADED FD VI	7,427	$364.1M	0.27%
47	VTVVANGUARD INDEX FDS	1,862	$329.0M	0.25%
48	COSTCOSTCO WHSL CORP NEW	331	$327.7M	0.24%
49	XFEBFIRST TR EXCHNG TRADED FD VI	8,337	$325.1M	0.24%
50	RSGREPUBLIC SVCS INC	1,310	$323.1M	0.24%
51	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,420	$321.6M	0.24%
52	VUGVANGUARD INDEX FDS	732	$320.9M	0.24%
53	SPYMSPDR SERIES TRUST	4,081	$296.7M	0.22%
54	DUKDUKE ENERGY CORP NEW	2,505	$295.6M	0.22%
55	MSFTMICROSOFT CORP	551	$274.1M	0.20%
56	VTIVANGUARD INDEX FDS	857	$260.6M	0.19%
57	CFRCULLEN FROST BANKERS INC	1,985	$255.2M	0.19%
58	MRSHMARSH & MCLENNAN COS INC	1,135	$248.2M	0.19%
59	BJULINNOVATOR ETFS TRUST	5,125	$241.5M	0.18%
60	PSEPINNOVATOR ETFS TRUST	5,615	$229.6M	0.17%
61	BUFDFIRST TR EXCHNG TRADED FD VI	8,628	$229.2M	0.17%
62	OKTAOKTA INC	2,284	$228.3M	0.17%
63	MAMASTERCARD INCORPORATED	398	$223.7M	0.17%
64	BRK/BBERKSHIRE HATHAWAY INC DEL	460	$223.5M	0.17%
65	DOCTFIRST TR EXCHNG TRADED FD VI	4,991	$205.0M	0.15%
66	VBRVANGUARD INDEX FDS	1,039	$202.7M	0.15%