Schulz Wealth, LTD.
- SEC CIK
- 0002011780
- 最新申報
- 2026/8/26
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/25 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 57
- 較 2024 年第 1 季 0
- 總值
- $1.18 億
- 較 2024 年第 1 季 +$108.5 萬 (+0.9%)
| 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 | 661,684 | $2,133 萬 | 18.1% | −36,704−5.3% | 減碼 | – |
| Vanguard Wellington FD921935508 | US MOMENTUM | 81,463 | $1,224 萬 | 10.4% | −1,930−2.3% | 減碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 222,832 | $1,103 萬 | 9.3% | −4,396−1.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 318,434 | $920.9 萬 | 7.8% | −3,029−0.9% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 129,687 | $782.0 萬 | 6.6% | −5,056−3.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 159,721 | $679.6 萬 | 5.8% | −808−0.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 117,058 | $512.2 萬 | 4.3% | −1,400−1.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F458 | FT VEST US EQT | 111,515 | $397.7 萬 | 3.4% | +51,899+87.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 105,035 | $387.5 萬 | 3.3% | −985−0.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 110,705 | $373.8 萬 | 3.2% | −2,650−2.3% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 51,353 | $333.5 萬 | 2.8% | −1,520−2.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 59,572 | $207.0 萬 | 1.8% | −1,615−2.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 58,144 | $196.6 萬 | 1.7% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 41,083 | $189.2 萬 | 1.6% | −1,250−3.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 38,105 | $154.6 萬 | 1.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 41,443 | $145.0 萬 | 1.2% | +5,712+16.0% | 加碼 | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 31,710 | $143.0 萬 | 1.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 35,155 | $124.6 萬 | 1.1% | −1,488−4.1% | 減碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 24,225 | $122.4 萬 | 1.0% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 33,469 | $114.2 萬 | 1.0% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 26,780 | $97.8 萬 | 0.8% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 21,135 | $85.0 萬 | 0.7% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 22,736 | $77.6 萬 | 0.7% | −4,850−17.6% | 減碼 | – |
| AAPLApple Inc. | Stock | 3,569 | $75.2 萬 | 0.6% | −64−1.8% | 減碼 | 歷史 |
| Innov PRM Inc 15BUFF ETF Oct45783Y434 | ETP | 29,500 | $70.5 萬 | 0.6% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 16,929 | $65.2 萬 | 0.6% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 14,831 | $57.6 萬 | 0.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 15,515 | $53.8 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 12,838 | $53.3 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 23,700 | $49.3 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 13,417 | $48.3 萬 | 0.4% | 00.0% | 不變 | – |
| Innov Prem Inc 20 Barr-July45783Y582 | ETP | 19,000 | $47.1 萬 | 0.4% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 2,380 | $46.0 萬 | 0.4% | −240−9.2% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 11,483 | $44.9 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 9,665 | $44.5 萬 | 0.4% | −445−4.4% | 減碼 | – |
| Cyberark Software LtdM2682V108 | SHS | 1,600 | $43.7 萬 | 0.4% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,405 | $41.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 15,336 | $41.0 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 15,759 | $38.3 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 9,132 | $37.9 萬 | 0.3% | +455+5.2% | 加碼 | – |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 8,515 | $35.6 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,140 | $35.2 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 7,867 | $34.7 萬 | 0.3% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 4,401 | $29.8 萬 | 0.3% | −360−7.6% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 510 | $27.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 326 | $27.7 萬 | 0.2% | −30−8.4% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 4,711 | $27.4 萬 | 0.2% | +185+4.1% | 加碼 | – |
| RSGRepublic Services, Inc. | COM | 1,310 | $25.5 萬 | 0.2% | −110−7.7% | 減碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,505 | $25.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,135 | $23.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 527 | $23.6 萬 | 0.2% | −20−3.7% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 858 | $22.9 萬 | 0.2% | +13+1.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 6,555 | $22.1 萬 | 0.2% | 00.0% | 不變 | – |
| OKTAOkta, Inc. | CL A | 2,284 | $21.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 5,615 | $21.0 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 3,400 | $20.2 萬 | 0.2% | +3,400 | 新進 | – |
| CFRCullen/Frost Bankers, Inc. | COM | 1,976 | $20.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
2024 年第 1 季之後清倉（1 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。