13F HOLDINGS REPORT

Schulz Wealth, LTD.

Quarter ended Q1 2025 · Filed April 29, 2025 · Accession 0002011780-25-000002

Total Value

$131.1M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (63)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	735,098	$24.3M	18.49%
2	VANGUARD WELLINGTON FD	921935508	86,511	$13.1M	10.01%
3	VANGUARD STAR FDS	921909768	150,034	$9.3M	7.11%
4	FIRST TR EXCHNG TRADED FD VI	33740F755	297,181	$8.8M	6.73%
5	VANGUARD BD INDEX FDS	92203C303	168,843	$8.4M	6.42%
6	FIRST TR EXCHNG TRADED FD VI	33740U505	157,491	$6.8M	5.21%
7	FIRST TR EXCHNG TRADED FD VI	33740F516	130,904	$4.9M	3.76%
8	FIRST TR EXCHNG TRADED FD VI	33740U307	107,757	$4.8M	3.66%
9	FIRST TR EXCHNG TRADED FD VI	33740F458	111,510	$4.2M	3.19%
10	AMERICAN CENTY ETF TR	025072802	58,114	$4.1M	3.09%
11	FIRST TR EXCHNG TRADED FD VI	33740U687	108,258	$3.7M	2.83%
12	FIRST TR EXCHNG TRADED FD VI	33740U711	101,860	$3.5M	2.68%
13	FIRST TR EXCHNG TRADED FD VI	33740U661	95,799	$3.4M	2.63%
14	VANGUARD SCOTTSDALE FDS	92206C102	34,543	$2.0M	1.55%
15	FIRST TR EXCHNG TRADED FD VI	33740U208	40,468	$1.9M	1.47%
16	FIRST TR EXCHNG TRADED FD VI	33740U653	47,157	$1.6M	1.25%
17	FIRST TR EXCHNG TRADED FD VI	33740F599	38,105	$1.6M	1.23%
18	INNOVATOR ETFS TRUST	INHD	32,130	$1.5M	1.14%
19	FIRST TR EXCHNG TRADED FD VI	33740F441	36,873	$1.3M	1.02%
20	FIRST TR EXCHNG TRADED FD VI	33740F482	35,422	$1.3M	1.00%
21	FIRST TR EXCHANGE-TRADED FD	33739Q705	24,225	$1.2M	0.93%
22	INNOVATOR ETFS TRUST	INHD	31,260	$1.1M	0.85%
23	INNOVATOR ETFS TRUST	INHD	21,125	$876,054	0.67%
24	INNOVATOR ETFS TRUST	INHD	23,065	$871,396	0.66%
25	FIRST TR EXCHNG TRADED FD VI	33740U695	24,177	$829,996	0.63%
26	FIRST TR EXCHNG TRADED FD VI	33740F433	21,949	$771,946	0.59%
27	VANGUARD SCOTTSDALE FDS	92206C706	12,887	$765,488	0.58%
28	APPLE INC	AAPL	3,278	$728,142	0.56%
29	DIMENSIONAL ETF TRUST	25434V872	16,646	$700,131	0.53%
30	INNOVATOR ETFS TRUST	INHD	29,500	$698,224	0.53%
31	FIRST TR EXCHNG TRADED FD VI	33740U406	15,557	$608,903	0.46%
32	FIRST TR EXCHNG TRADED FD VI	33740F847	12,875	$600,884	0.46%
33	INNOVATOR ETFS TRUST	INHD	14,831	$596,058	0.45%
34	INNOVATOR ETFS TRUST	INHD	15,515	$553,265	0.42%
35	CYBERARK SOFTWARE LTD	M2682V108	1,600	$540,800	0.41%
36	FIRST TR EXCHNG TRADED FD VI	33740F664	12,873	$534,230	0.41%
37	FIRST TR EXCHNG TRADED FD VI	33740F615	13,417	$505,538	0.39%
38	FIRST TR EXCH TRADED FD III	33738D820	23,700	$473,289	0.36%
39	INNOVATOR ETFS TRUST	INHD	19,000	$471,654	0.36%
40	AMAZON COM INC	AMZN	2,380	$452,819	0.35%
41	INVESCO EXCHANGE TRADED FD T	IVZ	2,140	$370,712	0.28%
42	WALMART INC	WMT	4,209	$369,508	0.28%
43	DIMENSIONAL ETF TRUST	25434V732	13,672	$361,761	0.28%
44	FIRST TR EXCHNG TRADED FD VI	33740U703	13,668	$341,017	0.26%
45	FIRST TR EXCHNG TRADED FD VI	33740F862	7,427	$337,830	0.26%
46	REPUBLIC SVCS INC	760759100	1,310	$317,230	0.24%
47	COSTCO WHSL CORP NEW	22160K105	328	$310,216	0.24%
48	FIRST TR EXCHNG TRADED FD VI	33740U737	8,337	$306,551	0.23%
49	DUKE ENERGY CORP NEW	DUKB	2,505	$305,535	0.23%
50	SPDR S&P 500 ETF TR	SPY	510	$285,289	0.22%
51	MARSH & MCLENNAN COS INC	571748102	1,135	$276,974	0.21%
52	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,640	$272,240	0.21%
53	VANGUARD INDEX FDS	922908736	732	$271,440	0.21%
54	SPDR SER TR	78464A854	4,095	$269,285	0.21%
55	CULLEN FROST BANKERS INC	CFR-PB	1,985	$248,522	0.19%
56	BERKSHIRE HATHAWAY INC DEL	BRK-A	460	$244,987	0.19%
57	OKTA INC	OKTA	2,284	$240,322	0.18%
58	VANGUARD INDEX FDS	922908769	858	$235,844	0.18%
59	INNOVATOR ETFS TRUST	INHD	5,125	$221,278	0.17%
60	MASTERCARD INCORPORATED	MA	395	$216,507	0.17%
61	INNOVATOR ETFS TRUST	INHD	5,615	$215,672	0.16%
62	MICROSOFT CORP	MSFT	549	$206,089	0.16%
63	INNOVATOR ETFS TRUST	INHD	3,400	$204,091	0.16%