SW
| |
Schulz Wealth, LTD.13F | |
| Schulz Wealth, LTD. | |
| Last update 2025-07-08 | 66 Stocks (5 new) |
| Value $134.00 Mil | Turnover 7 % |
Schulz Wealth, LTD. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DFAC | Dimensional U.S. Core Equity 2 ETF | 795,734 | 28,519.1 | +8.25% | 21.320 | +1.62% | 0.080 | +17.80% | +7.16% | 35,906.1 | ||
VXUS | Vanguard Total International Stock | 154,950 | 10,705.5 | +3.28% | 8.000 | +0.25% | 0.010 | +14.23% | +21.54% | 94,265.2 | ||
BUFR | FT Vest Laddered Buffer ETF | 312,141 | 9,926.1 | +5.03% | 7.420 | +0.36% | 0.140 | +12.22% | +5.96% | 7,067.2 | ||
VUSB | Vanguard Ultra-Short Bond ETF | 167,518 | 8,353.3 | -0.78% | 6.240 | -0.05% | 0.160 | +1.00% | +2.37% | 5,299.3 | ||
FDEC |
FT Vest U.S. Equity Buffer ETF - December
FT Vest U.S. Equity Buffer ETF - December
| 153,514 | 7,164.0 | -2.53% | 5.360 | -0.13% | 0.700 | +12.39% | +6.21% | 1,044.1 | ||
GJAN |
FT Vest U.S. Equity Moderate Buffer ETF - January
FT Vest U.S. Equity Moderate Buffer ETF - January
| 136,034 | 5,437.1 | +3.92% | 4.060 | +0.15% | - | +10.47% | +4.27% | 0 | ||
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 66,714 | 5,289.1 | +14.80% | 3.950 | +0.51% | 0.050 | +19.52% | +29.87% | 10,129.4 | ||
FSEP |
FT Vest U.S. Equity Buffer ETF - September
FT Vest U.S. Equity Buffer ETF - September
| 106,261 | 5,101.4 | -1.39% | 3.810 | -0.05% | 0.560 | +12.43% | +6.65% | 928.5 | ||
GAPR |
FT Vest U.S. Equity Moderate Buffer ETF - April
FT Vest U.S. Equity Moderate Buffer ETF - April
| 111,508 | 4,271.8 | 0% | 3.190 | 0% | 1.690 | +7.03% | +2.75% | 254.2 | ||
GNOV |
FT Vest U.S. Equity Moderate Buffer ETF - November
FT Vest U.S. Equity Moderate Buffer ETF - November
| 101,891 | 3,716.6 | -5.88% | 2.780 | -0.17% | 1.360 | +9.89% | +5.46% | 263.8 |
Schulz Wealth, LTD.'s Historical Top Holdings Breakdowns
Schulz Wealth, LTD.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VFMO | Vanguard U.S. Momentum Factor ETF | 2025-06-30 | Sold Out Sold Out | -10.01% | 134.25 ($157.72) 172.52 | $175.76 | 11.44% | Sold Out | 0 | -86,511 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-06-30 | Add Add | +1.62% | 29.12 ($33.35) 35.84 | $36.87 | 10.55% | Add 8.25% | 795,734 | 60,636 | |
GJUN |
FT Vest U.S. Equity Moderate Buffer ETF - June
FT Vest U.S. Equity Moderate Buffer ETF - June
| 2025-06-30 | Add Add | +1.07% | 32.9 ($35.81) 37.6 | $37.94 | 5.95% | Add 173.31% | 59,989 | 38,040 | |
DFCF | Dimensional Core Fixed Income ETF | 2025-06-30 | Add Add | +0.69% | 41.1 ($41.71) 42.37 | $41.95 | 0.58% | Add 131.4% | 38,519 | 21,873 | |
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 2025-06-30 | Add Add | +0.51% | 61.76 ($73.9) 79.32 | $82.98 | 12.29% | Add 14.8% | 66,714 | 8,600 | |
BUFR | FT Vest Laddered Buffer ETF | 2025-06-30 | Add Add | +0.36% | 27.3 ($30.09) 31.8 | $32.29 | 7.30% | Add 5.03% | 312,141 | 14,960 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2025-06-30 | Add Add | +0.35% | 58.32 ($58.58) 58.98 | $58.58 | -0.01% | Add 22.89% | 42,450 | 7,907 | |
GDEC |
FT Vest U.S. Equity Moderate Buffer ETF - December
FT Vest U.S. Equity Moderate Buffer ETF - December
| 2025-06-30 | New Buy New Buy | +0.33% | 30.9 ($33.51) 35.16 | $35.59 | 6.21% | New holding | 12,544 | 12,544 | |
IWF | iShares Russell 1000 Growth ETF | 2025-06-30 | New Buy New Buy | +0.33% | 320.42 ($382.13) 424.58 | $434.23 | 13.63% | New holding | 1,024 | 1,024 | |
GMAY |
FT Vest U.S. Equity Moderate Buffer ETF - May
FT Vest U.S. Equity Moderate Buffer ETF - May
| 2025-06-30 | Add Add | +0.25% | 33.35 ($37.01) 39.15 | $39.48 | 6.69% | Add 23.61% | 45,578 | 8,705 |
Schulz Wealth, LTD. Total Holding History ($B)
Schulz Wealth, LTD.'s Asset Allocation
Schulz Wealth, LTD. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Schulz Wealth, LTD.'s Hypothetical Growth since 2025-06-30
Schulz Wealth, LTD.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Schulz Wealth, LTD.'s Holdings Heat Map
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Schulz Wealth, LTD.'s Holdings Bubble Chart
Schulz Wealth, LTD. News
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