13F HOLDINGS REPORT

Schulz Wealth, LTD.

Quarter ended Q3 2025 · Filed October 17, 2025 · Accession 0002011780-25-000005

Total Value

$151.3M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (64)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	874,911	$33.7M	22.31%
2	VANGUARD STAR FDS	921909768	172,730	$12.7M	8.39%
3	FIRST TR EXCHNG TRADED FD VI	33740F755	350,277	$11.7M	7.74%
4	VANGUARD BD INDEX FDS	92203C303	169,659	$8.5M	5.61%
5	FIRST TR EXCHNG TRADED FD VI	33740U505	150,522	$7.4M	4.90%
6	AMERICAN CENTY ETF TR	025072802	82,472	$7.3M	4.85%
7	FIRST TR EXCHNG TRADED FD VI	33740F516	134,583	$5.6M	3.71%
8	FIRST TR EXCHNG TRADED FD VI	33740U307	105,943	$5.4M	3.54%
9	FIRST TR EXCHNG TRADED FD VI	33740F458	111,508	$4.4M	2.89%
10	FIRST TR EXCHNG TRADED FD VI	33740U661	101,095	$4.1M	2.71%
11	FIRST TR EXCHNG TRADED FD VI	33740U687	100,931	$3.8M	2.54%
12	FIRST TR EXCHNG TRADED FD VI	33740U711	99,765	$3.8M	2.51%
13	DIMENSIONAL ETF TRUST	25434V872	69,589	$3.0M	1.97%
14	FIRST TR EXCHNG TRADED FD VI	33740U653	76,586	$3.0M	1.95%
15	VANGUARD SCOTTSDALE FDS	92206C102	47,624	$2.8M	1.85%
16	FIRST TR EXCHNG TRADED FD VI	33740F433	56,646	$2.2M	1.46%
17	FIRST TR EXCHNG TRADED FD VI	33740U208	38,170	$2.1M	1.38%
18	FIRST TR EXCHNG TRADED FD VI	33740F441	45,428	$1.8M	1.22%
19	FIRST TR EXCHNG TRADED FD VI	33740F599	38,105	$1.8M	1.17%
20	INNOVATOR ETFS TRUST	INHD	32,130	$1.7M	1.13%
21	FIRST TR EXCHNG TRADED FD VI	33740F482	37,637	$1.5M	1.00%
22	INNOVATOR ETFS TRUST	INHD	43,063	$1.4M	0.91%
23	VANGUARD SCOTTSDALE FDS	92206C706	20,353	$1.2M	0.81%
24	FIRST TR EXCHANGE-TRADED FD	33739Q705	24,225	$1.2M	0.79%
25	INNOVATOR ETFS TRUST	INHD	27,939	$1.1M	0.72%
26	INNOVATOR ETFS TRUST	INHD	23,065	$979,571	0.65%
27	FIRST TR EXCHNG TRADED FD VI	33740U695	24,177	$926,339	0.61%
28	INNOVATOR ETFS TRUST	INHD	19,755	$904,680	0.60%
29	APPLE INC	AAPL	3,286	$836,714	0.55%
30	CYBERARK SOFTWARE LTD	M2682V108	1,600	$773,040	0.51%
31	INNOVATOR ETFS TRUST	INHD	29,500	$702,395	0.46%
32	SPDR S&P 500 ETF TR	SPY	1,037	$690,789	0.46%
33	FIRST TR EXCHNG TRADED FD VI	33740F847	12,875	$680,959	0.45%
34	FIRST TR EXCHNG TRADED FD VI	33740F664	12,873	$611,596	0.40%
35	FIRST TR EXCHNG TRADED FD VI	33740U406	13,700	$599,649	0.40%
36	INNOVATOR ETFS TRUST	INHD	15,515	$595,155	0.39%
37	INNOVATOR ETFS TRUST	INHD	12,545	$572,052	0.38%
38	FIRST TR EXCHNG TRADED FD VI	33740F615	13,417	$547,014	0.36%
39	AMAZON COM INC	AMZN	2,380	$522,577	0.35%
40	ISHARES TR	464287614	1,101	$515,840	0.34%
41	FIRST TR EXCH TRADED FD III	33738D820	23,700	$512,394	0.34%
42	INNOVATOR ETFS TRUST	INHD	19,000	$475,570	0.31%
43	WALMART INC	WMT	4,209	$433,780	0.29%
44	INVESCO EXCHANGE TRADED FD T	IVZ	2,140	$405,958	0.27%
45	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,420	$396,592	0.26%
46	FIRST TR EXCHNG TRADED FD VI	33740F862	7,427	$385,536	0.25%
47	DIMENSIONAL ETF TRUST	25434V732	11,762	$377,207	0.25%
48	VANGUARD INDEX FDS	922908736	732	$351,075	0.23%
49	FIRST TR EXCHNG TRADED FD VI	33740U737	8,337	$338,232	0.22%
50	MICROSOFT CORP	MSFT	651	$337,185	0.22%
51	SPDR SERIES TRUST	78464A854	4,087	$320,166	0.21%
52	DUKE ENERGY CORP NEW	DUKB	2,505	$309,994	0.20%
53	COSTCO WHSL CORP NEW	22160K105	331	$306,384	0.20%
54	REPUBLIC SVCS INC	760759100	1,310	$300,619	0.20%
55	VANGUARD INDEX FDS	922908769	838	$274,916	0.18%
56	INNOVATOR ETFS TRUST	INHD	5,125	$254,510	0.17%
57	VANGUARD INDEX FDS	922908744	1,341	$250,051	0.17%
58	INNOVATOR ETFS TRUST	INHD	5,615	$241,164	0.16%
59	FIRST TR EXCHNG TRADED FD VI	33740U703	8,628	$238,478	0.16%
60	BERKSHIRE HATHAWAY INC DEL	BRK-A	460	$231,260	0.15%
61	MARSH & MCLENNAN COS INC	571748102	1,135	$228,737	0.15%
62	MASTERCARD INCORPORATED	MA	398	$226,386	0.15%
63	FIRST TR EXCHNG TRADED FD VI	33740F672	4,991	$215,627	0.14%
64	OKTA INC	OKTA	2,284	$209,443	0.14%