Schulz Wealth, LTD. Q4 2024 Filing

Filed February 5, 2025

Portfolio Value

$130.2B

Holdings

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (61 positions)

#	Stock	Shares	Value	% Portfolio
1	DFACDIMENSIONAL ETF TRUST	709,743	$24.6B	18.85%
2	VFMOVANGUARD WELLINGTON FD	85,598	$14.1B	10.81%
3	BUFRFIRST TR EXCHNG TRADED FD VI	313,318	$9.5B	7.33%
4	VUSBVANGUARD BD INDEX FDS	185,743	$9.2B	7.08%
5	VXUSVANGUARD STAR FDS	136,443	$8.0B	6.17%
6	FDECFIRST TR EXCHNG TRADED FD VI	158,964	$7.1B	5.44%
7	FSEPFIRST TR EXCHNG TRADED FD VI	114,357	$5.2B	4.01%
8	GAPRFIRST TR EXCHNG TRADED FD VI	111,511	$4.2B	3.21%
9	GJANFIRST TR EXCHNG TRADED FD VI	103,886	$4.0B	3.08%
10	GNOVFIRST TR EXCHNG TRADED FD VI	108,823	$3.8B	2.92%
11	GSEPFIRST TR EXCHNG TRADED FD VI	101,860	$3.6B	2.74%
12	XFEBFIRST TR EXCHNG TRADED FD VI	95,799	$3.5B	2.70%
13	AVDVAMERICAN CENTY ETF TR	53,211	$3.5B	2.66%
14	FJULFIRST TR EXCHNG TRADED FD VI	40,468	$2.0B	1.52%
15	GAUGFIRST TR EXCHNG TRADED FD VI	47,157	$1.7B	1.28%
16	FMARFIRST TR EXCHNG TRADED FD VI	38,105	$1.6B	1.27%
17	BJANINNOVATOR ETFS TRUST	32,130	$1.5B	1.18%
18	GMAYFIRST TR EXCHNG TRADED FD VI	40,953	$1.5B	1.16%
19	GMARFIRST TR EXCHNG TRADED FD VI	35,155	$1.3B	1.01%
20	KNGFIRST TR EXCHANGE-TRADED FD	24,225	$1.2B	0.93%
21	PMAYINNOVATOR ETFS TRUST	31,260	$1.1B	0.86%
22	PJANINNOVATOR ETFS TRUST	21,125	$892.5M	0.69%
23	PAUGINNOVATOR ETFS TRUST	23,065	$888.0M	0.68%
24	GOCTFIRST TR EXCHNG TRADED FD VI	24,177	$846.0M	0.65%
25	AAPLAPPLE INC	3,301	$826.6M	0.63%
26	GJUNFIRST TR EXCHNG TRADED FD VI	22,779	$820.0M	0.63%
27	LOCTINNOVATOR ETFS TRUST	29,500	$702.2M	0.54%
28	DDECFIRST TR EXCHNG TRADED FD VI	15,557	$624.5M	0.48%
29	DFCFDIMENSIONAL ETF TRUST	14,954	$617.2M	0.47%
30	FNOVFIRST TR EXCHNG TRADED FD VI	12,875	$615.7M	0.47%
31	PJULINNOVATOR ETFS TRUST	14,831	$610.6M	0.47%
32	PAPRINNOVATOR ETFS TRUST	15,515	$569.5M	0.44%
33	FOCTFIRST TR EXCHNG TRADED FD VI	12,873	$548.8M	0.42%
34	CYBRCYBERARK SOFTWARE LTD	1,600	$533.0M	0.41%
35	AMZNAMAZON COM INC	2,380	$522.1M	0.40%
36	DMARFIRST TR EXCHNG TRADED FD VI	13,417	$512.1M	0.39%
37	SDVDFIRST TR EXCH TRADED FD III	23,700	$509.9M	0.39%
38	JULHINNOVATOR ETFS TRUST	19,000	$473.7M	0.36%
39	WMTWALMART INC	4,460	$403.0M	0.31%
40	DSEPFIRST TR EXCHNG TRADED FD VI	9,934	$402.8M	0.31%
41	BUFDFIRST TR EXCHNG TRADED FD VI	15,759	$402.2M	0.31%
42	DFEMDIMENSIONAL ETF TRUST	14,622	$382.9M	0.29%
43	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,905	$376.2M	0.29%
44	RSPINVESCO EXCHANGE TRADED FD T	2,140	$375.0M	0.29%
45	VGITVANGUARD SCOTTSDALE FDS	6,117	$354.8M	0.27%
46	FAUGFIRST TR EXCHNG TRADED FD VI	7,427	$345.7M	0.27%
47	VUGVANGUARD INDEX FDS	737	$302.5M	0.23%
48	COSTCOSTCO WHSL CORP NEW	330	$302.4M	0.23%
49	SPYSPDR S&P 500 ETF TR	510	$298.9M	0.23%
50	SPYMSPDR SER TR	4,030	$277.8M	0.21%
51	DUKDUKE ENERGY CORP NEW	2,505	$269.9M	0.21%
52	CFRCULLEN FROST BANKERS INC	1,976	$265.3M	0.20%
53	RSGREPUBLIC SVCS INC	1,310	$263.5M	0.20%
54	MRSHMARSH & MCLENNAN COS INC	1,135	$241.1M	0.19%
55	MSFTMICROSOFT CORP	566	$238.6M	0.18%
56	VTIVANGUARD INDEX FDS	822	$238.1M	0.18%
57	BJULINNOVATOR ETFS TRUST	5,125	$228.4M	0.18%
58	PSEPINNOVATOR ETFS TRUST	5,615	$219.5M	0.17%
59	NJULINNOVATOR ETFS TRUST	3,400	$213.5M	0.16%
60	BRK/BBERKSHIRE HATHAWAY INC DEL	460	$208.5M	0.16%
61	MAMASTERCARD INCORPORATED	395	$208.0M	0.16%