Schulz Wealth, LTD. — Q3 2025 13F 持股

Name: Schulz Wealth, LTD. — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0002011780

申報總市值

US$1.6億

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本季完整持股清單

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	DFAC	Dimensional US Core Equity 2	ETF-其他	22.31%	+0.50%	+9.95%
2	VXUS	Vanguard Total Intl Stock	ETF-其他	8.39%	-0.11%	+11.47%
3	BUFR	Ft Vest Lad Buffervetf-usd I	ETF-其他	7.74%	-0.60%	+12.22%
4	VUSB	Vanguard Ultra Short Bond Et	ETF-其他	5.61%	+0.06%	+1.28%
5	FDEC	Ft Vest U.s. Equity Buffer E	ETF-其他	4.90%	-0.04%	-1.95%
6	AVDV	Avantis Intl S/c Value ETF	ETF-其他	4.85%	+0.24%	+23.62%
7	GJAN	Ft Vest US Equity Moderate B	ETF-其他	3.71%	-0.17%	-1.07%
8	FSEP	Ft Vest U.s. Equity Buffer E	ETF-其他	3.54%	-0.17%	-0.30%
9	GAPR	Ft Vest US Equity Moderate B	ETF-其他	2.89%	-0.06%	—
10	GJUL	Ft Vest US Equity Moderate B	ETF-其他	2.71%	-0.03%	+9.59%
11	GNOV	Ft Vest US Equity Moderate B	ETF-其他	2.54%	-0.05%	-0.94%
12	GSEP	Ft Vest US Equity Moderate B	ETF-其他	2.51%	-0.11%	-1.24%
13	DFCF	Dimensional Core Fixed INC	ETF-其他	1.97%	+0.23%	+80.66%
14	GAUG	Ft Vest US Equity Moderate B	ETF-其他	1.95%	-0.05%	+67.10%
15	VGSH	Vanguard Short-term Treasury	ETF-政府公債	1.85%	-0.09%	+12.19%
16	GJUN	Ft Vest US Equity Moderate B	ETF-其他	1.46%	-0.02%	-5.57%
17	FJUL	Ft Vest US Equity Buffer ETF	ETF-其他	1.38%	-0.17%	-1.86%
18	GMAY	Ft Vest U.s. Equity Moderate	ETF-其他	1.22%	-0.06%	-0.33%
19	FMAR	Ft Vest US Equity Buffer ETF	ETF-其他	1.17%	-0.01%	—
20	BJAN	Innovator U.s. Equity Buffer	ETF-其他	1.13%	—	—
21	GMAR	Ft Vest US Equity Moderate B	ETF-其他	1.00%	-0.04%	—
22	ZALT	Innovator US Eq 10 Buffer	ETF-其他	0.91%	+0.48%	—
23	VGIT	Vanguard Intermediate-term T	ETF-其他	0.81%	—	+24.81%
24	KNG	Ft Vest S&p 500 Dvd Arst Trg	ETF-大型股與成長	0.79%	—	—
25	PMAY	Innovator U.s. Equity Power	ETF-其他	0.72%	-0.06%	-6.90%
26	PAUG	Innovator U.s. Equity Power	ETF-其他	0.65%	-0.04%	—
27	GOCT	Ft Vest US Equity Moderate B	ETF-其他	0.61%	+0.45%	—
28	PJAN	Innovator U.s. Equity Power	ETF-其他	0.60%	-0.08%	—
29	AAPL	Apple INC	股票-科技	0.55%	+0.03%	—
30	✓	Cyberark Software LTD	股票-其他	0.51%	-0.05%	—
31	LOCT	Innov Prm INC 15buff ETF Oct	ETF-其他	0.46%	—	—
32	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	0.46%	-0.01%	+5.71%
33	FNOV	Ft Vest US Equity Buffer ETF	ETF-其他	0.45%	-0.03%	—
34	FOCT	Ft Vest U.s. Equity Buffer E	ETF-其他	0.40%	—	—
35	DDEC	Ft Vest U.s. Equity Deep Buf	ETF-其他	0.40%	-0.03%	—
36	PAPR	Innovator U.s. Equity Power	ETF-其他	0.39%	—	—
37	PJUL	Innovator U.s. Equity Power	ETF-其他	0.38%	—	-0.55%
38	DMAR	Ft Vest US Equity Deep Buffe	ETF-其他	0.36%	—	—
39	AMZN	Amazon.com INC	股票-循環性消費	0.35%	—	—
40	IWF	Ishares Russell 1000 Growth	ETF-其他	0.34%	—	+7.52%
41	SDVD	Ft Vest Smid Rising Dividend	ETF-其他	0.34%	—	—
42	JULH	Innov Prem INC 20 Barr-july	ETF-其他	0.31%	—	—
43	WMT	Walmart INC	股票-非循環性消費	0.29%	+0.01%	—
44	RSP	Invesco S&p 500 Equal Weight	ETF-大型股與成長	0.27%	—	—
45	TSM	Taiwan Semiconductor-sp Adr	股票-科技	0.26%	+0.31%	—
46	FAUG	Ft Vest U.s. Equity Buffer E	ETF-其他	0.25%	-0.04%	—
47	DFEM	Dimensional Emrg Mrkt Core	ETF-其他	0.25%	—	-13.97%
48	VUG	Vanguard Growth ETF	ETF-其他	0.23%	—	—
49	GFEB	Ft Vest US Equity Moderate B	ETF-其他	0.22%	—	—
50	MSFT	Microsoft CORP	股票-科技	0.22%	-0.02%	+18.15%

1–50 of 64

本季持股變動

Schulz Wealth, LTD. 於截至 Q3 2025 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	DFAC	Dimensional US Core Equity 2	+3.8%	+9.95%	加碼
2	AVDV	Avantis Intl S/c Value ETF	+1.8%	+23.62%	加碼
3	DFCF	Dimensional Core Fixed INC	+1.4%	+80.66%	加碼
4	VXUS	Vanguard Total Intl Stock	+1.3%	+11.47%	加碼
5	BUFR	Ft Vest Lad Buffervetf-usd I	+1%	+12.22%	加碼
6	GJUN	Ft Vest US Equity Moderate B	+0.9%	-5.57%	加碼
7	GAUG	Ft Vest US Equity Moderate B	+0.7%	+67.10%	加碼
8	VGSH	Vanguard Short-term Treasury	+0.3%	+12.19%	加碼
9	SPY	Ss Spdr S&p 500 ETF Trust-us	+0.2%	+5.71%	加碼
10	VGIT	Vanguard Intermediate-term T	+0.2%	+24.81%	加碼
11	GMAY	Ft Vest U.s. Equity Moderate	+0.2%	-0.33%	加碼
12	✓	Cyberark Software LTD	+0.1%	—	不變
13	GJUL	Ft Vest US Equity Moderate B	+0.1%	+9.59%	加碼
14	MSFT	Microsoft CORP	+0.1%	+18.15%	加碼
15	TSM	Taiwan Semiconductor-sp Adr	+0.1%	—	減碼
16	VUG	Vanguard Growth ETF	0%	—	不變
17	WMT	Walmart INC	0%	—	不變
18	GMAR	Ft Vest US Equity Moderate B	—	—	加碼
19	AMZN	Amazon.com INC	—	—	不變
20	SPYM	Ste Str Spdr Pt S&p 500 ETF	—	+0.15%	減碼
21	VTI	Vanguard Total Stock Mkt ETF	—	-2.22%	減碼
22	BJAN	Innovator U.s. Equity Buffer	0%	—	不變
23	AAPL	Apple INC	0%	—	加碼
24	PAUG	Innovator U.s. Equity Power	0%	—	不變
25	FNOV	Ft Vest US Equity Buffer ETF	0%	—	不變
26	FOCT	Ft Vest U.s. Equity Buffer E	0%	—	不變
27	FAUG	Ft Vest U.s. Equity Buffer E	0%	—	不變
28	RSP	Invesco S&p 500 Equal Weight	0%	—	不變
29	GOCT	Ft Vest US Equity Moderate B	0%	—	不變
30	SDVD	Ft Vest Smid Rising Dividend	0%	—	不變
31	PAPR	Innovator U.s. Equity Power	0%	—	不變
32	DMAR	Ft Vest US Equity Deep Buffe	0%	—	不變
33	GJAN	Ft Vest US Equity Moderate B	-0.1%	-1.07%	加碼
34	FMAR	Ft Vest US Equity Buffer ETF	-0.1%	—	不變
35	MRSH	Marsh & Mclennan Cos	-0.1%	—	不變
36	FJUL	Ft Vest US Equity Buffer ETF	-0.1%	-1.86%	減碼
37	BUFD	Ft Vst Lad Deep Buf Etf-usdi	-0.1%	—	減碼
38	FSEP	Ft Vest U.s. Equity Buffer E	-0.1%	-0.30%	減碼
39	GSEP	Ft Vest US Equity Moderate B	-0.2%	-1.24%	減碼
40	GNOV	Ft Vest US Equity Moderate B	-0.3%	-0.94%	減碼
41	GAPR	Ft Vest US Equity Moderate B	-0.3%	—	減碼
42	FDEC	Ft Vest U.s. Equity Buffer E	-0.3%	-1.95%	減碼
43	VUSB	Vanguard Ultra Short Bond Et	-0.8%	+1.28%	加碼
44	VFMO	Vanguard US Momentum Factor	—	EXIT	清倉
45	ZALT	Innovator US Eq 10 Buffer	—	NEW	新建倉
46	IWF	Ishares Russell 1000 Growth	—	NEW	新建倉
47	VTV	Vanguard Value ETF	—	NEW	新建倉
48	CFR	Cullen/frost Bankers INC	—	EXIT	清倉
49	DOCT	Ft Vest U.s. Equity Deep Buf	—	NEW	新建倉
50	NJUL	Innovator Growth 100 Power B	—	EXIT	清倉