13F HOLDINGS REPORT

Schulz Wealth, LTD.

Quarter ended Q4 2024 · Filed February 5, 2025 · Accession 0002011780-25-000001

Total Value

$130.2M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (61)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	709,743	$24.6M	18.85%
2	VANGUARD WELLINGTON FD	921935508	85,598	$14.1M	10.81%
3	FIRST TR EXCHNG TRADED FD VI	33740F755	313,318	$9.5M	7.33%
4	VANGUARD BD INDEX FDS	92203C303	185,743	$9.2M	7.08%
5	VANGUARD STAR FDS	921909768	136,443	$8.0M	6.17%
6	FIRST TR EXCHNG TRADED FD VI	33740U505	158,964	$7.1M	5.44%
7	FIRST TR EXCHNG TRADED FD VI	33740U307	114,357	$5.2M	4.01%
8	FIRST TR EXCHNG TRADED FD VI	33740F458	111,511	$4.2M	3.21%
9	FIRST TR EXCHNG TRADED FD VI	33740F516	103,886	$4.0M	3.08%
10	FIRST TR EXCHNG TRADED FD VI	33740U687	108,823	$3.8M	2.92%
11	FIRST TR EXCHNG TRADED FD VI	33740U711	101,860	$3.6M	2.74%
12	FIRST TR EXCHNG TRADED FD VI	33740U661	95,799	$3.5M	2.70%
13	AMERICAN CENTY ETF TR	025072802	53,211	$3.5M	2.66%
14	FIRST TR EXCHNG TRADED FD VI	33740U208	40,468	$2.0M	1.52%
15	FIRST TR EXCHNG TRADED FD VI	33740U653	47,157	$1.7M	1.28%
16	FIRST TR EXCHNG TRADED FD VI	33740F599	38,105	$1.6M	1.27%
17	INNOVATOR ETFS TRUST	INHD	32,130	$1.5M	1.18%
18	FIRST TR EXCHNG TRADED FD VI	33740F441	40,953	$1.5M	1.16%
19	FIRST TR EXCHNG TRADED FD VI	33740F482	35,155	$1.3M	1.01%
20	FIRST TR EXCHANGE-TRADED FD	33739Q705	24,225	$1.2M	0.93%
21	INNOVATOR ETFS TRUST	INHD	31,260	$1.1M	0.86%
22	INNOVATOR ETFS TRUST	INHD	21,125	$892,531	0.69%
23	INNOVATOR ETFS TRUST	INHD	23,065	$888,003	0.68%
24	FIRST TR EXCHNG TRADED FD VI	33740U695	24,177	$845,953	0.65%
25	APPLE INC	AAPL	3,301	$826,636	0.63%
26	FIRST TR EXCHNG TRADED FD VI	33740F433	22,779	$820,044	0.63%
27	INNOVATOR ETFS TRUST	INHD	29,500	$702,248	0.54%
28	FIRST TR EXCHNG TRADED FD VI	33740U406	15,557	$624,458	0.48%
29	DIMENSIONAL ETF TRUST	25434V872	14,954	$617,152	0.47%
30	FIRST TR EXCHNG TRADED FD VI	33740F847	12,875	$615,683	0.47%
31	INNOVATOR ETFS TRUST	INHD	14,831	$610,592	0.47%
32	INNOVATOR ETFS TRUST	INHD	15,515	$569,459	0.44%
33	FIRST TR EXCHNG TRADED FD VI	33740F664	12,873	$548,776	0.42%
34	CYBERARK SOFTWARE LTD	M2682V108	1,600	$533,040	0.41%
35	AMAZON COM INC	AMZN	2,380	$522,148	0.40%
36	FIRST TR EXCHNG TRADED FD VI	33740F615	13,417	$512,108	0.39%
37	FIRST TR EXCH TRADED FD III	33738D820	23,700	$509,906	0.39%
38	INNOVATOR ETFS TRUST	INHD	19,000	$473,670	0.36%
39	WALMART INC	WMT	4,460	$402,961	0.31%
40	FIRST TR EXCHNG TRADED FD VI	33740F680	9,934	$402,793	0.31%
41	FIRST TR EXCHNG TRADED FD VI	33740U703	15,759	$402,170	0.31%
42	DIMENSIONAL ETF TRUST	25434V732	14,622	$382,950	0.29%
43	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,905	$376,218	0.29%
44	INVESCO EXCHANGE TRADED FD T	IVZ	2,140	$374,992	0.29%
45	VANGUARD SCOTTSDALE FDS	92206C706	6,117	$354,786	0.27%
46	FIRST TR EXCHNG TRADED FD VI	33740F862	7,427	$345,653	0.27%
47	VANGUARD INDEX FDS	922908736	737	$302,494	0.23%
48	COSTCO WHSL CORP NEW	22160K105	330	$302,369	0.23%
49	SPDR S&P 500 ETF TR	SPY	510	$298,901	0.23%
50	SPDR SER TR	78464A854	4,030	$277,824	0.21%
51	DUKE ENERGY CORP NEW	DUKB	2,505	$269,889	0.21%
52	CULLEN FROST BANKERS INC	CFR-PB	1,976	$265,278	0.20%
53	REPUBLIC SVCS INC	760759100	1,310	$263,546	0.20%
54	MARSH & MCLENNAN COS INC	571748102	1,135	$241,085	0.19%
55	MICROSOFT CORP	MSFT	566	$238,569	0.18%
56	VANGUARD INDEX FDS	922908769	822	$238,088	0.18%
57	INNOVATOR ETFS TRUST	INHD	5,125	$228,358	0.18%
58	INNOVATOR ETFS TRUST	INHD	5,615	$219,464	0.17%
59	INNOVATOR ETFS TRUST	INHD	3,400	$213,452	0.16%
60	BERKSHIRE HATHAWAY INC DEL	BRK-A	460	$208,509	0.16%
61	MASTERCARD INCORPORATED	MA	395	$207,995	0.16%