13F HOLDINGS REPORT

Schulz Wealth, LTD.

Quarter ended Q2 2025 · Filed July 7, 2025 · Accession 0002011780-25-000004

Total Value

$133.8M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (66)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	795,734	$28.5M	21.32%
2	VANGUARD STAR FDS	921909768	154,950	$10.7M	8.00%
3	FIRST TR EXCHNG TRADED FD VI	33740F755	312,141	$9.9M	7.42%
4	VANGUARD BD INDEX FDS	92203C303	167,518	$8.4M	6.24%
5	FIRST TR EXCHNG TRADED FD VI	33740U505	153,514	$7.2M	5.36%
6	FIRST TR EXCHNG TRADED FD VI	33740F516	136,034	$5.4M	4.06%
7	AMERICAN CENTY ETF TR	025072802	66,714	$5.3M	3.95%
8	FIRST TR EXCHNG TRADED FD VI	33740U307	106,261	$5.1M	3.81%
9	FIRST TR EXCHNG TRADED FD VI	33740F458	111,508	$4.3M	3.19%
10	FIRST TR EXCHNG TRADED FD VI	33740U687	101,891	$3.7M	2.78%
11	FIRST TR EXCHNG TRADED FD VI	33740U711	101,020	$3.7M	2.77%
12	FIRST TR EXCHNG TRADED FD VI	33740U661	92,247	$3.6M	2.67%
13	VANGUARD SCOTTSDALE FDS	92206C102	42,450	$2.5M	1.87%
14	FIRST TR EXCHNG TRADED FD VI	33740F433	59,989	$2.3M	1.69%
15	FIRST TR EXCHNG TRADED FD VI	33740U208	38,892	$2.0M	1.50%
16	FIRST TR EXCHNG TRADED FD VI	33740F441	45,578	$1.8M	1.33%
17	FIRST TR EXCHNG TRADED FD VI	33740F599	38,105	$1.7M	1.28%
18	FIRST TR EXCHNG TRADED FD VI	33740U653	45,833	$1.7M	1.27%
19	DIMENSIONAL ETF TRUST	25434V872	38,519	$1.6M	1.22%
20	INNOVATOR ETFS TRUST	INHD	32,130	$1.6M	1.21%
21	FIRST TR EXCHNG TRADED FD VI	33740F482	37,637	$1.5M	1.10%
22	FIRST TR EXCHANGE-TRADED FD	33739Q705	24,225	$1.2M	0.89%
23	INNOVATOR ETFS TRUST	INHD	30,010	$1.1M	0.85%
24	VANGUARD SCOTTSDALE FDS	92206C706	16,307	$975,322	0.73%
25	INNOVATOR ETFS TRUST	INHD	23,065	$933,210	0.70%
26	FIRST TR EXCHNG TRADED FD VI	33740U695	24,177	$883,843	0.66%
27	INNOVATOR ETFS TRUST	INHD	19,755	$870,208	0.65%
28	INNOVATOR ETFS TRUST	INHD	29,500	$702,985	0.53%
29	APPLE INC	AAPL	3,286	$674,189	0.50%
30	CYBERARK SOFTWARE LTD	M2682V108	1,600	$651,008	0.49%
31	FIRST TR EXCHNG TRADED FD VI	33740F847	12,875	$645,166	0.48%
32	SPDR S&P 500 ETF TR	SPY	981	$606,074	0.45%
33	INNOVATOR ETFS TRUST	INHD	15,515	$578,554	0.43%
34	FIRST TR EXCHNG TRADED FD VI	33740F664	12,873	$576,324	0.43%
35	FIRST TR EXCHNG TRADED FD VI	33740U406	13,700	$572,131	0.43%
36	INNOVATOR ETFS TRUST	INHD	12,615	$553,168	0.41%
37	FIRST TR EXCHNG TRADED FD VI	33740F615	13,417	$530,911	0.40%
38	AMAZON COM INC	AMZN	2,380	$522,148	0.39%
39	FIRST TR EXCH TRADED FD III	33738D820	23,700	$486,087	0.36%
40	INNOVATOR ETFS TRUST	INHD	19,000	$471,770	0.35%
41	FIRST TR EXCHNG TRADED FD VI	33740U679	12,544	$440,996	0.33%
42	ISHARES TR	464287614	1,024	$434,879	0.33%
43	WALMART INC	WMT	4,209	$411,556	0.31%
44	DIMENSIONAL ETF TRUST	25434V732	13,672	$405,785	0.30%
45	INVESCO EXCHANGE TRADED FD T	IVZ	2,140	$388,924	0.29%
46	FIRST TR EXCHNG TRADED FD VI	33740F862	7,427	$364,146	0.27%
47	VANGUARD INDEX FDS	922908744	1,862	$329,049	0.25%
48	COSTCO WHSL CORP NEW	22160K105	331	$327,670	0.24%
49	FIRST TR EXCHNG TRADED FD VI	33740U737	8,337	$325,060	0.24%
50	REPUBLIC SVCS INC	760759100	1,310	$323,059	0.24%
51	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,420	$321,616	0.24%
52	VANGUARD INDEX FDS	922908736	732	$320,909	0.24%
53	SPDR SERIES TRUST	78464A854	4,081	$296,678	0.22%
54	DUKE ENERGY CORP NEW	DUKB	2,505	$295,590	0.22%
55	MICROSOFT CORP	MSFT	551	$274,073	0.20%
56	VANGUARD INDEX FDS	922908769	857	$260,616	0.19%
57	CULLEN FROST BANKERS INC	CFR-PB	1,985	$255,152	0.19%
58	MARSH & MCLENNAN COS INC	571748102	1,135	$248,156	0.19%
59	INNOVATOR ETFS TRUST	INHD	5,125	$241,541	0.18%
60	INNOVATOR ETFS TRUST	INHD	5,615	$229,597	0.17%
61	FIRST TR EXCHNG TRADED FD VI	33740U703	8,628	$229,160	0.17%
62	OKTA INC	OKTA	2,284	$228,331	0.17%
63	MASTERCARD INCORPORATED	MA	398	$223,652	0.17%
64	BERKSHIRE HATHAWAY INC DEL	BRK-A	460	$223,454	0.17%
65	FIRST TR EXCHNG TRADED FD VI	33740F672	4,991	$204,971	0.15%
66	VANGUARD INDEX FDS	922908611	1,039	$202,661	0.15%