Schulz Wealth, LTD. Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$156.1B

Holdings

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (62 positions)

#	Stock	Shares	Value	% Portfolio
1	DFACDIMENSIONAL ETF TRUST	899,072	$35.6B	22.81%
2	VXUSVANGUARD STAR FDS	171,252	$12.9B	8.28%
3	BUFRFIRST TR EXCHNG TRADED FD VI	325,189	$11.1B	7.14%
4	VUSBVANGUARD BD INDEX FDS	177,475	$8.8B	5.67%
5	AVDVAMERICAN CENTY ETF TR	84,499	$7.9B	5.09%
6	FDECFIRST TR EXCHNG TRADED FD VI	148,314	$7.6B	4.86%
7	GJANFIRST TR EXCHNG TRADED FD VI	129,031	$5.5B	3.54%
8	FSEPFIRST TR EXCHNG TRADED FD VI	102,053	$5.3B	3.37%
9	GAPRFIRST TR EXCHNG TRADED FD VI	110,319	$4.4B	2.83%
10	XFEBFIRST TR EXCHNG TRADED FD VI	101,095	$4.2B	2.68%
11	GNOVFIRST TR EXCHNG TRADED FD VI	97,716	$3.9B	2.49%
12	GSEPFIRST TR EXCHNG TRADED FD VI	96,780	$3.7B	2.40%
13	DFCFDIMENSIONAL ETF TRUST	80,536	$3.4B	2.20%
14	GAUGFIRST TR EXCHNG TRADED FD VI	76,106	$3.0B	1.91%
15	VGSHVANGUARD SCOTTSDALE FDS	46,843	$2.8B	1.76%
16	GJUNFIRST TR EXCHNG TRADED FD VI	56,646	$2.2B	1.44%
17	ZALTINNOVATOR ETFS TRUST	66,782	$2.2B	1.39%
18	FJULFIRST TR EXCHNG TRADED FD VI	33,708	$1.9B	1.21%
19	GMAYFIRST TR EXCHNG TRADED FD VI	43,931	$1.8B	1.16%
20	FMARFIRST TR EXCHNG TRADED FD VI	38,105	$1.8B	1.16%
21	BJANINNOVATOR ETFS TRUST	32,130	$1.8B	1.13%
22	GOCTFIRST TR EXCHNG TRADED FD VI	42,065	$1.7B	1.06%
23	GMARFIRST TR EXCHNG TRADED FD VI	36,471	$1.5B	0.96%
24	VGITVANGUARD SCOTTSDALE FDS	20,388	$1.2B	0.78%
25	KNGFIRST TR EXCHANGE-TRADED FD	24,225	$1.2B	0.76%
26	PMAYINNOVATOR ETFS TRUST	25,889	$1.0B	0.66%
27	PAUGINNOVATOR ETFS TRUST	22,035	$953.0M	0.61%
28	AAPLAPPLE INC	3,303	$897.0M	0.57%
29	TSMTAIWAN SEMICONDUCTOR MFG LTD	2,925	$889.0M	0.57%
30	PJANINNOVATOR ETFS TRUST	17,290	$812.0M	0.52%
31	CYBRCYBERARK SOFTWARE LTD	1,600	$713.0M	0.46%
32	SPYSPDR S&P 500 ETF TR	1,037	$708.0M	0.45%
33	LOCTINNOVATOR ETFS TRUST	29,500	$707.0M	0.45%
34	VOOVANGUARD INDEX FDS	1,057	$663.0M	0.42%
35	FNOVFIRST TR EXCHNG TRADED FD VI	11,875	$651.0M	0.42%
36	FOCTFIRST TR EXCHNG TRADED FD VI	12,873	$630.0M	0.40%
37	PAPRINNOVATOR ETFS TRUST	15,515	$606.0M	0.39%
38	DDECFIRST TR EXCHNG TRADED FD VI	12,927	$582.0M	0.37%
39	PJULINNOVATOR ETFS TRUST	12,501	$580.0M	0.37%
40	DMARFIRST TR EXCHNG TRADED FD VI	13,417	$558.0M	0.36%
41	AMZNAMAZON COM INC	2,394	$552.0M	0.35%
42	IWFISHARES TR	1,101	$521.0M	0.33%
43	SDVDFIRST TR EXCH TRADED FD III	23,700	$508.0M	0.33%
44	JULHINNOVATOR ETFS TRUST	19,000	$483.0M	0.31%
45	WMTWALMART INC	4,209	$469.0M	0.30%
46	RSPINVESCO EXCHANGE TRADED FD T	2,140	$409.0M	0.26%
47	DFEMDIMENSIONAL ETF TRUST	11,762	$389.0M	0.25%
48	VUGVANGUARD INDEX FDS	732	$357.0M	0.23%
49	XFEBFIRST TR EXCHNG TRADED FD VI	8,337	$346.0M	0.22%
50	FAUGFIRST TR EXCHNG TRADED FD VI	6,247	$330.0M	0.21%
51	SPYMSPDR SERIES TRUST	4,110	$329.0M	0.21%
52	MSFTMICROSOFT CORP	655	$316.0M	0.20%
53	DUKDUKE ENERGY CORP NEW	2,505	$293.0M	0.19%
54	COSTCOSTCO WHSL CORP NEW	331	$285.0M	0.18%
55	VTVVANGUARD INDEX FDS	1,494	$285.0M	0.18%
56	RSGREPUBLIC SVCS INC	1,310	$277.0M	0.18%
57	VTIVANGUARD INDEX FDS	780	$261.0M	0.17%
58	BJULINNOVATOR ETFS TRUST	5,125	$260.0M	0.17%
59	PSEPINNOVATOR ETFS TRUST	5,615	$245.0M	0.16%
60	BUFDFIRST TR EXCHNG TRADED FD VI	8,628	$243.0M	0.16%
61	BRK/BBERKSHIRE HATHAWAY INC DEL	466	$234.0M	0.15%
62	MAMASTERCARD INCORPORATED	398	$227.0M	0.15%