Schulz Wealth, LTD. — Q2 2025 13F Holdings

Name: Schulz Wealth, LTD. — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002011780

Total reported value

$156.1M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	DFAC	Dimensional US Core Equity 2	ETF-Other	21.32%	+0.50%	+8.25%
2	VXUS	Vanguard Total Intl Stock	ETF-Other	8.00%	-0.11%	+3.28%
3	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-Other	7.42%	-0.60%	+5.03%
4	VUSB	Vanguard Ultra Short Bond Et	ETF-Other	6.24%	+0.06%	-0.78%
5	FDEC	Ft Vest U.s. Equity Buffer E	ETF-Other	5.36%	-0.04%	-2.53%
6	GJAN	Ft Vest US Equity Moderate B	ETF-Other	4.06%	-0.17%	+3.92%
7	AVDV	Avantis Intl S/c Value ETF	ETF-Other	3.95%	+0.24%	+14.80%
8	FSEP	Ft Vest U.s. Equity Buffer E	ETF-Other	3.81%	-0.17%	-1.39%
9	GAPR	Ft Vest US Equity Moderate B	ETF-Other	3.19%	-0.06%	-0.00%
10	GNOV	Ft Vest US Equity Moderate B	ETF-Other	2.78%	-0.05%	-5.88%
11	GSEP	Ft Vest US Equity Moderate B	ETF-Other	2.77%	-0.11%	-0.82%
12	GJUL	Ft Vest US Equity Moderate B	ETF-Other	2.67%	-0.03%	-3.71%
13	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	1.87%	-0.09%	+22.89%
14	GJUN	Ft Vest US Equity Moderate B	ETF-Other	1.69%	-0.02%	+173.31%
15	FJUL	Ft Vest US Equity Buffer ETF	ETF-Other	1.50%	-0.17%	-3.89%
16	GMAY	Ft Vest U.s. Equity Moderate	ETF-Other	1.33%	-0.06%	+23.61%
17	FMAR	Ft Vest US Equity Buffer ETF	ETF-Other	1.28%	-0.01%	—
18	GAUG	Ft Vest US Equity Moderate B	ETF-Other	1.27%	-0.05%	-2.81%
19	DFCF	Dimensional Core Fixed INC	ETF-Other	1.22%	+0.23%	+131.40%
20	BJAN	Innovator U.s. Equity Buffer	ETF-Other	1.21%	—	—
21	GMAR	Ft Vest US Equity Moderate B	ETF-Other	1.10%	-0.04%	+6.25%
22	KNG	Ft Vest S&p 500 Dvd Arst Trg	ETF-Large Cap & Growth	0.89%	—	—
23	PMAY	Innovator U.s. Equity Power	ETF-Other	0.85%	-0.06%	-4.00%
24	VGIT	Vanguard Intermediate-term T	ETF-Other	0.73%	—	+26.54%
25	PAUG	Innovator U.s. Equity Power	ETF-Other	0.70%	-0.04%	—
26	GOCT	Ft Vest US Equity Moderate B	ETF-Other	0.66%	+0.45%	—
27	PJAN	Innovator U.s. Equity Power	ETF-Other	0.65%	-0.08%	-6.49%
28	LOCT	Innov Prm INC 15buff ETF Oct	ETF-Other	0.53%	—	—
29	AAPL	Apple INC	Stock-Tech	0.50%	+0.03%	+0.24%
30	✓	Cyberark Software LTD	Stock-Other	0.49%	-0.05%	—
31	FNOV	Ft Vest US Equity Buffer ETF	ETF-Other	0.48%	-0.03%	—
32	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.45%	-0.01%	+92.35%
33	PAPR	Innovator U.s. Equity Power	ETF-Other	0.43%	—	—
34	FOCT	Ft Vest U.s. Equity Buffer E	ETF-Other	0.43%	—	—
35	DDEC	Ft Vest U.s. Equity Deep Buf	ETF-Other	0.43%	-0.03%	-11.94%
36	PJUL	Innovator U.s. Equity Power	ETF-Other	0.41%	—	-14.94%
37	DMAR	Ft Vest US Equity Deep Buffe	ETF-Other	0.40%	—	—
38	AMZN	Amazon.com INC	Stock-Consumer Disc	0.39%	—	—
39	SDVD	Ft Vest Smid Rising Dividend	ETF-Other	0.36%	—	—
40	JULH	Innov Prem INC 20 Barr-july	ETF-Other	0.35%	—	—
41	GDEC	Ft Vest US Equity Moderate B	ETF-Other	0.33%	—	—
42	IWF	Ishares Russell 1000 Growth	ETF-Other	0.33%	—	—
43	WMT	Walmart INC	Stock-Consumer Staples	0.31%	+0.01%	—
44	DFEM	Dimensional Emrg Mrkt Core	ETF-Other	0.30%	—	—
45	RSP	Invesco S&p 500 Equal Weight	ETF-Large Cap & Growth	0.29%	—	—
46	FAUG	Ft Vest U.s. Equity Buffer E	ETF-Other	0.27%	-0.04%	—
47	VTV	Vanguard Value ETF	ETF-Other	0.25%	+0.01%	—
48	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.24%	-0.02%	+0.91%
49	GFEB	Ft Vest US Equity Moderate B	ETF-Other	0.24%	—	—
50	RSG	Republic Services INC	Stock-Industrials	0.24%	-0.02%	—

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