Schulz Wealth, LTD.: 13F holdings
CIK 20117802026Q2
| Positions | 70 |
|---|---|
| Reported value | $193.7m |
| Filed | 2026-08-26 |
First 13F filing in our history this quarter.
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 953,100 | $42.3m | 21.8% |
| VXUS VANGUARD STAR FDS | 178,505 | $15.3m | 7.9% |
| BUFR FIRST TR EXCHNG TRADED FD VI | 342,573 | $12.5m | 6.5% |
| AVDV AMERICAN CENTY ETF TR | 103,193 | $10.6m | 5.5% |
| VUSB VANGUARD BD INDEX FDS | 174,683 | $8.7m | 4.5% |
| FDEC FIRST TR EXCHNG TRADED FD VI | 148,313 | $8.1m | 4.2% |
| FIRST TR EXCHANGE-TRADED FD | 343,070 | $7.1m | 3.7% |
| GJAN FIRST TR EXCHNG TRADED FD VI | 145,960 | $6.6m | 3.4% |
| FSEP FIRST TR EXCHNG TRADED FD VI | 103,086 | $5.7m | 2.9% |
| FIRST TR EXCHNG TRADED FD VI | 125,868 | $5.2m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2011780")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.