Schulz Wealth, LTD.
- SEC CIK
- 0002011780
- 最新申報
- 2026/8/26
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/2/12 申報。只含多頭部位。
- 持股檔數
- 54
- 2023 年第 3 季沒有申報
- 總值
- $1.05 億
- 2023 年第 3 季沒有申報
Schulz Wealth, LTD. 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 605,799 | $1,771 萬 | 16.9% | – | – | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 250,970 | $1,241 萬 | 11.9% | – | – | – |
| Vanguard Wellington FD921935508 | US MOMENTUM | 81,411 | $1,069 萬 | 10.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 330,707 | $878.7 萬 | 8.4% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 126,809 | $735.0 萬 | 7.0% | – | – | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 162,590 | $633.9 萬 | 6.1% | – | – | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 119,954 | $482.7 萬 | 4.6% | – | – | – |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 118,015 | $374.1 萬 | 3.6% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 45,468 | $284.1 萬 | 2.7% | – | – | – |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 61,187 | $196.3 萬 | 1.9% | – | – | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 44,228 | $184.1 萬 | 1.8% | – | – | – |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 58,144 | $183.8 萬 | 1.8% | – | – | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 38,105 | $143.9 萬 | 1.4% | – | – | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 31,710 | $129.6 萬 | 1.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 35,956 | $118.3 萬 | 1.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 33,496 | $111.9 萬 | 1.1% | – | – | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 34,995 | $110.1 萬 | 1.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F458 | FT VEST US EQT | 32,987 | $108.0 萬 | 1.0% | – | – | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 28,293 | $101.2 萬 | 1.0% | – | – | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 27,120 | $101.0 萬 | 1.0% | – | – | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 27,865 | $93.0 萬 | 0.9% | – | – | – |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 24,269 | $88.4 萬 | 0.8% | – | – | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 27,586 | $87.7 萬 | 0.8% | – | – | – |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 24,030 | $82.9 萬 | 0.8% | – | – | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 14,500 | $74.9 萬 | 0.7% | – | – | – |
| Innov PRM Inc 15BUFF ETF Oct45783Y434 | ETP | 29,500 | $71.0 萬 | 0.7% | – | – | – |
| AAPLApple Inc. | Stock | 3,633 | $69.9 萬 | 0.7% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 29,707 | $67.4 萬 | 0.6% | – | – | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 17,629 | $59.7 萬 | 0.6% | – | – | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 14,921 | $54.0 萬 | 0.5% | – | – | – |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 13,507 | $52.5 萬 | 0.5% | – | – | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 15,515 | $50.7 萬 | 0.5% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 19,456 | $48.6 萬 | 0.5% | – | – | – |
| Innov Prem Inc 20 Barr-July45783Y582 | ETP | 19,000 | $47.4 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,821 | $43.2 萬 | 0.4% | – | – | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 10,110 | $43.0 萬 | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,620 | $39.8 萬 | 0.4% | – | – | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 1,600 | $35.0 萬 | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,140 | $33.8 萬 | 0.3% | – | – | – |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 8,515 | $32.0 萬 | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 7,867 | $32.0 萬 | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 1,587 | $25.0 萬 | 0.2% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,405 | $25.0 萬 | 0.2% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 2,505 | $24.3 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 510 | $24.2 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 356 | $23.5 萬 | 0.2% | – | – | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,420 | $23.4 萬 | 0.2% | – | – | 歷史 |
| Innovator ETFs Trust45782C672 | US EQT ULTRA BF | 7,315 | $22.5 萬 | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 6,118 | $22.2 萬 | 0.2% | – | – | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,135 | $21.5 萬 | 0.2% | – | – | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 1,976 | $21.4 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 6,555 | $20.7 萬 | 0.2% | – | – | – |
| OKTAOkta, Inc. | CL A | 2,284 | $20.7 萬 | 0.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 547 | $20.6 萬 | 0.2% | – | – | 歷史 |