Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Schulz Wealth, LTD. (CIK 2011780) reported $156.1M across 62 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: DFAC ($35.6M, 22.81%), VXUS ($12.9M, 8.28%), BUFR ($11.1M, 7.14%), VUSB ($8.8M, 5.67%), AVDV ($7.9M, 5.09%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $35.6M | 22.81% | 899,072 | Added |
| 2 | VXUS | VANGUARD STAR FDS | $12.9M | 8.28% | 171,252 | Trimmed |
| 3 | BUFR | FIRST TR EXCHNG TRADED FD VI | $11.1M | 7.14% | 325,189 | Trimmed |
| 4 | VUSB | VANGUARD BD INDEX FDS | $8.8M | 5.67% | 177,475 | Added |
| 5 | AVDV | AMERICAN CENTY ETF TR | $7.9M | 5.09% | 84,499 | Added |
| 6 | FDEC | FIRST TR EXCHNG TRADED FD VI | $7.6M | 4.86% | 148,314 | Trimmed |
| 7 | GJAN | FIRST TR EXCHNG TRADED FD VI | $5.5M | 3.54% | 129,031 | Trimmed |
| 8 | FSEP | FIRST TR EXCHNG TRADED FD VI | $5.3M | 3.37% | 102,053 | Trimmed |
| 9 | GAPR | FIRST TR EXCHNG TRADED FD VI | $4.4M | 2.83% | 110,319 | Trimmed |
| 10 | GJUL | FIRST TR EXCHNG TRADED FD VI | $4.2M | 2.68% | 101,095 | Hold |
| 11 | GNOV | FIRST TR EXCHNG TRADED FD VI | $3.9M | 2.49% | 97,716 | Trimmed |
| 12 | GSEP | FIRST TR EXCHNG TRADED FD VI | $3.7M | 2.40% | 96,780 | Trimmed |
| 13 | DFCF | DIMENSIONAL ETF TRUST | $3.4M | 2.20% | 80,536 | Added |
| 14 | GAUG | FIRST TR EXCHNG TRADED FD VI | $3.0M | 1.91% | 76,106 | Trimmed |
| 15 | VGSH | VANGUARD SCOTTSDALE FDS | $2.8M | 1.76% | 46,843 | Trimmed |
| 16 | GJUN | FIRST TR EXCHNG TRADED FD VI | $2.2M | 1.44% | 56,646 | Hold |
| 17 | ZALT | INNOVATOR ETFS TRUST | $2.2M | 1.39% | 66,782 | Added |
| 18 | FJUL | FIRST TR EXCHNG TRADED FD VI | $1.9M | 1.21% | 33,708 | Trimmed |
| 19 | FMAR | FIRST TR EXCHNG TRADED FD VI | $1.8M | 1.16% | 38,105 | Hold |
| 20 | GMAY | FIRST TR EXCHNG TRADED FD VI | $1.8M | 1.16% | 43,931 | Trimmed |
| 21 | BJAN | INNOVATOR ETFS TRUST | $1.8M | 1.13% | 32,130 | Hold |
| 22 | GOCT | FIRST TR EXCHNG TRADED FD VI | $1.7M | 1.06% | 42,065 | Added |
| 23 | GMAR | FIRST TR EXCHNG TRADED FD VI | $1.5M | 0.96% | 36,471 | Trimmed |
| 24 | VGIT | VANGUARD SCOTTSDALE FDS | $1.2M | 0.78% | 20,388 | Added |
| 25 | KNG | FIRST TR EXCHANGE-TRADED FD | $1.2M | 0.76% | 24,225 | Hold |
Source: SEC Form 13F filings · as of 2025-12-31