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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002011780

Schulz Wealth, LTD.

MANSFIELD, TX · File #028-23714

Latest AUM
$156.1M
Positions
62
Top-10 Concentration
67.7%
Filings
8

Sector Allocation

Materials
6.2%$9.6M
Technology
0.8%$1.2M
Financials
0.4%$637,148
Consumer Staples
0.3%$469,178

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V708899,072$35.6M23.29%
2VANGUARD STAR FDS921909768171,252$12.9M8.45%
3FIRST TR EXCHNG TRADED FD VI33740F755325,189$11.1M7.29%
4VANGUARD BD INDEX FDS92203C303177,475$8.8M5.79%
5AMERICAN CENTY ETF TR02507280284,499$7.9M5.20%
6FIRST TR EXCHNG TRADED FD VI33740U505148,314$7.6M4.97%
7FIRST TR EXCHNG TRADED FD VI33740F516129,031$5.5M3.61%
8FIRST TR EXCHNG TRADED FD VI33740U307102,053$5.3M3.44%
9FIRST TR EXCHNG TRADED FD VI33740F458110,319$4.4M2.89%
10FIRST TR EXCHNG TRADED FD VI33740U661101,095$4.2M2.73%
11FIRST TR EXCHNG TRADED FD VI33740U68797,716$3.9M2.54%
12FIRST TR EXCHNG TRADED FD VI33740U71196,780$3.7M2.45%
13DIMENSIONAL ETF TRUST25434V87280,536$3.4M2.24%
14FIRST TR EXCHNG TRADED FD VI33740U65376,106$3.0M1.96%
15VANGUARD SCOTTSDALE FDS92206C10246,843$2.8M1.80%
16FIRST TR EXCHNG TRADED FD VI33740F43356,646$2.2M1.47%
17INNOVATOR ETFS TRUSTINHD66,782$2.2M1.42%
18FIRST TR EXCHNG TRADED FD VI33740U20833,708$1.9M1.23%
19FIRST TR EXCHNG TRADED FD VI33740F44143,931$1.8M1.19%
20FIRST TR EXCHNG TRADED FD VI33740F59938,105$1.8M1.18%