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Size ($ in 1000's)
At 03/31/2024: $116,982
At 12/31/2023: $104,591
Schulz Wealth LTD. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Schulz Wealth LTD. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Schulz Wealth LTD. top holdings by largest position size, as per the latest 13f filing made by Schulz Wealth LTD..
In the Schulz Wealth LTD.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Schulz Wealth LTD. in that top holding, then the share count change between reporting periods, and finally the Schulz Wealth LTD. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAC) |
698,388 |
+92,589 |
$22,313 | | DFAC | 698,388 | +92,589 | $22,313 | | VANGUARD WELLINGTON FD (VFMO) |
83,393 |
+1,982 |
$12,616 | | VFMO | 83,393 | +1,982 | $12,616 | | VANGUARD BD INDEX FDS (VUSB) |
227,228 |
-23,742 |
$11,259 | | VUSB | 227,228 | -23,742 | $11,259 | | FIRST TR EXCHNG TRADED FD VI (BUFR) |
321,463 |
-9,244 |
$8,988 | | BUFR | 321,463 | -9,244 | $8,988 | | VANGUARD STAR FDS (VXUS) |
134,743 |
+7,934 |
$8,125 | | VXUS | 134,743 | +7,934 | $8,125 | | FIRST TR EXCHNG TRADED FD VI (FDEC) |
160,529 |
-2,061 |
$6,615 | | FDEC | 160,529 | -2,061 | $6,615 | | FIRST TR EXCHNG TRADED FD VI (FSEP) |
118,458 |
-1,496 |
$5,034 | | FSEP | 118,458 | -1,496 | $5,034 | | FIRST TR EXCHNG TRADED FD VI (GJAN) |
106,020 |
+81,990 |
$3,804 | | GJAN | 106,020 | +81,990 | $3,804 | | FIRST TR EXCHNG TRADED FD VI (GNOV) |
113,355 |
-4,660 |
$3,737 | | GNOV | 113,355 | -4,660 | $3,737 | | AMERICAN CENTY ETF TR (AVDV) |
52,873 |
+7,405 |
$3,482 | | AVDV | 52,873 | +7,405 | $3,482 | | FIRST TR EXCHNG TRADED FD VI (GJUL) |
61,187 |
UNCH |
$2,072 | | GJUL | 61,187 | UNCH | $2,072 | | FIRST TR EXCHNG TRADED FD VI (GAPR) |
59,616 |
+26,629 |
$2,008 | | GAPR | 59,616 | +26,629 | $2,008 | | FIRST TR EXCHNG TRADED FD VI (GSEP) |
58,144 |
UNCH |
$1,920 | | GSEP | 58,144 | UNCH | $1,920 | | FIRST TR EXCHNG TRADED FD VI (FJUL) |
42,333 |
-1,895 |
$1,882 | | FJUL | 42,333 | -1,895 | $1,882 | | FIRST TR EXCHNG TRADED FD VI (FMAR) |
38,105 |
UNCH |
$1,495 | | FMAR | 38,105 | UNCH | $1,495 | | INNOVATOR ETFS TRUST (BJAN) |
31,710 |
UNCH |
$1,381 | | BJAN | 31,710 | UNCH | $1,381 | | FIRST TR EXCHANGE TRADED FD (KNG) |
24,225 |
+9,725 |
$1,301 | | KNG | 24,225 | +9,725 | $1,301 | | FIRST TR EXCHNG TRADED FD VI (GMAR) |
36,643 |
+3,147 |
$1,261 | | GMAR | 36,643 | +3,147 | $1,261 | | FIRST TR EXCHNG TRADED FD VI (GMAY) |
35,731 |
-225 |
$1,215 | | GMAY | 35,731 | -225 | $1,215 | | INNOVATOR ETFS TRUST (PMAY) |
33,469 |
-1,526 |
$1,087 | | PMAY | 33,469 | -1,526 | $1,087 | | INNOVATOR ETFS TRUST (PAUG) |
26,780 |
-1,085 |
$947 | | PAUG | 26,780 | -1,085 | $947 | | FIRST TR EXCHNG TRADED FD VI (GJUN) |
27,586 |
UNCH |
$920 | | GJUN | 27,586 | UNCH | $920 | | INNOVATOR ETFS TRUST (PJAN) |
21,135 |
-5,985 |
$827 | | PJAN | 21,135 | -5,985 | $827 | | INNOVATOR ETFS TRUST (LOCT) |
29,500 |
UNCH |
$707 | | LOCT | 29,500 | UNCH | $707 | | FIRST TR EXCHNG TRADED FD VI (DDEC) |
16,929 |
-11,364 |
$634 | | DDEC | 16,929 | -11,364 | $634 | | APPLE INC |
3,633 |
UNCH |
$623 | | AAPL | 3,633 | UNCH | $623 | | INNOVATOR ETFS TRUST (PJUL) |
14,831 |
-90 |
$563 | | PJUL | 14,831 | -90 | $563 | | FIRST TR EXCH TRADED FD III (SDVD) |
23,700 |
+23,700 |
$522 | | SDVD | 23,700 | +23,700 | $522 | | FIRST TR EXCHNG TRADED FD VI (FOCT) |
12,838 |
-669 |
$521 | | FOCT | 12,838 | -669 | $521 | | INNOVATOR ETFS TRUST (PAPR) |
15,515 |
UNCH |
$521 | | PAPR | 15,515 | UNCH | $521 | | INNOVATOR ETFS TRUST (JULH) |
19,000 |
UNCH |
$474 | | JULH | 19,000 | UNCH | $474 | | AMAZON COM INC |
2,620 |
UNCH |
$473 | | AMZN | 2,620 | UNCH | $473 | | FIRST TR EXCHNG TRADED FD VI (DMAR) |
13,417 |
-4,212 |
$468 | | DMAR | 13,417 | -4,212 | $468 | | FIRST TR EXCHNG TRADED FD VI (FNOV) |
10,110 |
UNCH |
$452 | | FNOV | 10,110 | UNCH | $452 | | FIRST TR EXCHNG TRADED FD VI (DSEP) |
11,483 |
-12,786 |
$438 | | DSEP | 11,483 | -12,786 | $438 | | CYBERARK SOFTWARE LTD |
1,600 |
UNCH |
$425 | | CYBR | 1,600 | UNCH | $425 | | DIMENSIONAL ETF TRUST (DFEM) |
15,336 |
-4,120 |
$391 | | DFEM | 15,336 | -4,120 | $391 | | FIRST TR EXCHNG TRADED FD VI (BUFD) |
15,759 |
-13,948 |
$372 | | BUFD | 15,759 | -13,948 | $372 | | DIMENSIONAL ETF TRUST (DFCF) |
8,677 |
+8,677 |
$364 | | DFCF | 8,677 | +8,677 | $364 | | INVESCO EXCHANGE TRADED FD T (RSP) |
2,140 |
UNCH |
$362 | | RSP | 2,140 | UNCH | $362 | | INNOVATOR ETFS TRUST (BJUL) |
8,515 |
UNCH |
$343 | | BJUL | 8,515 | UNCH | $343 | | FIRST TR EXCHNG TRADED FD VI (FAUG) |
7,867 |
UNCH |
$337 | | FAUG | 7,867 | UNCH | $337 | | TAIWAN SEMICONDUCTOR MFG LTD |
2,405 |
UNCH |
$327 | | TSM | 2,405 | UNCH | $327 | | WALMART INC |
4,761 |
+3,174 |
$286 | | WMT | 4,761 | +3,174 | $286 | | REPUBLIC SVCS INC |
1,420 |
UNCH |
$272 | | RSG | 1,420 | UNCH | $272 | | SPDR S&P 500 ETF TR (SPY) |
510 |
UNCH |
$267 | | SPY | 510 | UNCH | $267 | | VANGUARD SCOTTSDALE FDS (VGIT) |
4,526 |
+4,526 |
$265 | | VGIT | 4,526 | +4,526 | $265 | | COSTCO WHSL CORP NEW |
356 |
UNCH |
$261 | | COST | 356 | UNCH | $261 | | DUKE ENERGY CORP NEW |
2,505 |
UNCH |
$242 | | DUK | 2,505 | UNCH | $242 | | OKTA INC |
2,284 |
UNCH |
$239 | | OKTA | 2,284 | UNCH | $239 |
See Full List: All Stocks Held By Schulz Wealth LTD.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Schulz Wealth LTD.
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