Filer Name: SCHULZ WEALTH, LTD.
CIK: 2011780
Period: 2024-12-31
Filed At: 2025-02-05
Number of Holdings: 61
Portfolio Value: $0.13B

Schulz Wealth, Ltd. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAC US DIMENSIONAL US CORE EQUITY 2 709,743 $25M 18.85% 0.7% -
VFMO US VANGUARD US MOMENTUM FACTOR 85,598 $14M 10.81% 1.4% -
BUFR US FT VEST LAD BUFFERVETF-USD I 313,318 $10M 7.33% -4.5% -
VUSB US VANGUARD ULTRA SHORT BOND ET 185,743 $9M 7.08% -6.2% -
VXUS US VANGUARD TOTAL INTL STOCK 136,443 $8M 6.17% 2.3% -
FDEC US FT VEST U.S. EQUITY BUFFER E 158,964 $7M 5.44% - -
FSEP US FT VEST U.S. EQUITY BUFFER E 114,357 $5M 4.01% -2.9% -
GAPR US FT VEST US EQUITY MODERATE B 111,511 $4M 3.21% 0.0% -
GJAN US FT VEST US EQUITY MODERATE B 103,886 $4M 3.08% - -
GNOV US FT VEST US EQUITY MODERATE B 108,823 $4M 2.92% 0.6% -
GSEP US FT VEST US EQUITY MODERATE B 101,860 $4M 2.74% - -
GJUL US FT VEST US EQUITY MODERATE B 95,799 $4M 2.70% -1.3% -
AVDV US AVANTIS INTL S/C VALUE ETF 53,211 $3M 2.66% 4.5% -
FJUL US FT VEST US EQUITY BUFFER ETF 40,468 $2M 1.52% -1.7% -
GAUG US FT VEST US EQUITY MODERATE B 47,157 $2M 1.28% - -
FMAR US FT VEST US EQUITY BUFFER ETF 38,105 $2M 1.27% - -
BJAN US INNOVATOR U.S. EQUITY BUFFER 32,130 $2M 1.18% - -
GMAY US FT VEST U.S. EQUITY MODERATE 40,953 $2M 1.16% -1.2% -
GMAR US FT VEST US EQUITY MODERATE B 35,155 $1M 1.01% - -
KNG US FT VEST S&P 500 DVD ARST TRG 24,225 $1M 0.93% - -
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