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CIK: 0002011780
Total reported value
$193.7M
$193.7M
61 檔
33.8%
At the close of Q4 2024, Schulz Wealth, LTD. disclosed equity holdings valued at approximately $193.7M, spread across 61 reported holdings.
During Q4 2024, Schulz Wealth, LTD.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, VFMO, BUFR) accounted for 33.8% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 18.85% | -0.98% | +0.70% | |
| 2 | VFMO | Vanguard US Momentum Factor | ETF-Other | 10.81% | — | +1.38% | |
| 3 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 7.33% | -0.68% | -4.46% | |
| 4 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 7.08% | -1.18% | -6.23% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 6.17% | -0.40% | +2.26% | |
| 6 | FDEC | Ft Vest U.s. Equity Buffer E | ETF-Other | 5.44% | -0.69% | — | |
| 7 | FSEP | Ft Vest U.s. Equity Buffer E | ETF-Other | 4.01% | -0.44% | -2.91% | |
| 8 | GAPR | Ft Vest US Equity Moderate B | ETF-Other | 3.21% | -0.12% | -0.00% | |
| 9 | GJAN | Ft Vest US Equity Moderate B | ETF-Other | 3.08% | -0.15% | — | |
| 10 | GNOV | Ft Vest US Equity Moderate B | ETF-Other | 2.92% | -0.53% | +0.61% | |
| 11 | GSEP | Ft Vest US Equity Moderate B | ETF-Other | 2.74% | -0.39% | — | |
| 12 | GJUL | Ft Vest US Equity Moderate B | ETF-Other | 2.70% | -0.41% | -1.30% | |
| 13 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 2.66% | +0.40% | +4.52% | |
| 14 | FJUL | Ft Vest US Equity Buffer ETF | ETF-Other | 1.52% | -0.17% | -1.69% | |
| 15 | GAUG | Ft Vest US Equity Moderate B | ETF-Other | 1.28% | -0.28% | — | |
| 16 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 1.27% | -0.13% | — | |
| 17 | BJAN | Innovator U.s. Equity Buffer | ETF-Other | 1.18% | -0.15% | — | |
| 18 | GMAY | Ft Vest U.s. Equity Moderate | ETF-Other | 1.16% | -0.06% | -1.18% | |
| 19 | GMAR | Ft Vest US Equity Moderate B | ETF-Other | 1.01% | -0.10% | — | |
| 20 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.93% | -0.13% | — | |
| 21 | PMAY | Innovator U.s. Equity Power | ETF-Other | 0.86% | -0.13% | -2.01% | |
| 22 | PJAN | Innovator U.s. Equity Power | ETF-Other | 0.69% | -0.08% | -0.05% | |
| 23 | PAUG | Innovator U.s. Equity Power | ETF-Other | 0.68% | -0.09% | — | |
| 24 | GOCT | Ft Vest US Equity Moderate B | ETF-Other | 0.65% | -0.16% | — | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.63% | -0.05% | -7.51% | |
| 26 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.63% | -0.25% | — | |
| 27 | LOCT | Innov Prm Inc 15buff ETF Oct | ETF-Other | 0.54% | -0.45% | EXIT | |
| 28 | DDEC | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.48% | -0.05% | -8.10% | |
| 29 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.47% | -0.29% | -28.39% | |
| 30 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 0.47% | -0.06% | +33.21% | |
| 31 | PJUL | Innovator U.s. Equity Power | ETF-Other | 0.47% | -0.11% | — | |
| 32 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.44% | -0.05% | — | |
| 33 | FOCT | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.42% | -0.05% | +0.27% | |
| 34 | ✓ | Cyberark Software LTD. Cmn | Stock-Other | 0.41% | -0.46% | EXIT | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | -0.05% | — | |
| 36 | DMAR | Ft Vest US Equity Deep Buffe | ETF-Other | 0.39% | -0.05% | — | |
| 37 | SDVD | Ft Vest Smid Rising Dividend | ETF-Other | 0.39% | -0.05% | — | |
| 38 | JULH | Innov Prem Inc 20 Barr-july | ETF-Other | 0.36% | -0.31% | EXIT | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | -0.05% | +1.34% | |
| 40 | DSEP | Ft Vest U.s. Equity Deep Buf | ETF-Other | 0.31% | — | -13.49% | |
| 41 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.31% | -0.16% | EXIT | |
| 42 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.29% | — | -4.66% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.29% | -0.02% | -20.79% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.29% | -0.02% | — | |
| 45 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.27% | -0.08% | -12.09% | |
| 46 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 0.27% | -0.03% | -5.59% | |
| 47 | VUG | Vanguard Growth ETF | ETF-Other | 0.23% | -0.03% | — | |
| 48 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.23% | -0.02% | +1.23% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.23% | -0.05% | — | |
| 50 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.21% | -0.02% | +0.25% |
According to official SEC Form 13F filings, Schulz Wealth, LTD. reported a total U.S. public equity portfolio value of $193.7M across 61 disclosed positions in Q4 2024.
During Q4 2024, Schulz Wealth, LTD.'s top holdings by market value included DFAC (18.9%)、VFMO (10.8%)、BUFR (7.3%). The largest single position, DFAC, represented 18.9% of total portfolio value.
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In Q4 2024, Schulz Wealth, LTD. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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