Schulz Wealth, LTD.
- SEC CIK
- 0002011780
- 最新申報
- 2026/8/26
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/10/25 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 58
- 較 2024 年第 2 季 +1
- 總值
- $1.29 億
- 較 2024 年第 2 季 +$1,126 萬 (+9.5%)
| 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 | 704,834 | $2,417 萬 | 18.7% | +43,150+6.5% | 加碼 | – |
| Vanguard Wellington FD921935508 | US MOMENTUM | 84,433 | $1,359 萬 | 10.5% | +2,970+3.6% | 加碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 198,082 | $989.2 萬 | 7.6% | −24,750−11.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 327,928 | $980.2 萬 | 7.6% | +9,494+3.0% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 133,422 | $863.8 萬 | 6.7% | +3,735+2.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 158,964 | $696.0 萬 | 5.4% | −757−0.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 117,782 | $529.3 萬 | 4.1% | +724+0.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F458 | FT VEST US EQT | 111,513 | $409.7 萬 | 3.2% | −20.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 103,886 | $393.2 萬 | 3.0% | −1,149−1.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 108,168 | $373.0 萬 | 2.9% | −2,537−2.3% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 50,910 | $359.8 萬 | 2.8% | −443−0.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 101,860 | $352.2 萬 | 2.7% | +43,716+75.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 97,060 | $349.7 萬 | 2.7% | +37,488+62.9% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 41,163 | $198.0 萬 | 1.5% | +80+0.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 47,157 | $164.0 萬 | 1.3% | +40,602+619.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 38,105 | $161.0 萬 | 1.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 41,443 | $150.2 萬 | 1.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 32,130 | $149.6 萬 | 1.2% | +420+1.3% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 24,225 | $132.0 萬 | 1.0% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 35,155 | $129.1 萬 | 1.0% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 31,900 | $112.4 萬 | 0.9% | −1,569−4.7% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 20,883 | $90.2 萬 | 0.7% | +11,751+128.7% | 加碼 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 21,135 | $87.3 萬 | 0.7% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 23,065 | $87.3 萬 | 0.7% | −3,715−13.9% | 減碼 | – |
| AAPLApple Inc. | Stock | 3,569 | $83.2 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 22,779 | $80.7 萬 | 0.6% | +43+0.2% | 加碼 | – |
| Innov PRM Inc 15BUFF ETF Oct45783Y434 | ETP | 29,500 | $70.2 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 16,929 | $66.9 萬 | 0.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 14,831 | $60.0 萬 | 0.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 15,515 | $55.8 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 12,838 | $54.2 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 23,700 | $52.3 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 13,417 | $50.1 萬 | 0.4% | 00.0% | 不變 | – |
| Innov Prem Inc 20 Barr-July45783Y582 | ETP | 19,000 | $47.4 萬 | 0.4% | 00.0% | 不變 | – |
| Cyberark Software LtdM2682V108 | SHS | 1,600 | $46.7 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 11,483 | $46.0 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 9,665 | $45.6 萬 | 0.4% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 2,380 | $44.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 15,336 | $43.2 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 6,958 | $42.0 萬 | 0.3% | +2,247+47.7% | 加碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,405 | $41.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 15,759 | $39.5 萬 | 0.3% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,140 | $38.3 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 7,867 | $36.0 萬 | 0.3% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 4,401 | $35.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 510 | $29.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 326 | $28.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,505 | $28.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 4,020 | $27.1 萬 | 0.2% | +4,020 | 新進 | – |
| RSGRepublic Services, Inc. | COM | 1,310 | $26.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,135 | $25.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 827 | $23.4 萬 | 0.2% | −31−3.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 527 | $22.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 5,125 | $22.4 萬 | 0.2% | −3,390−39.8% | 減碼 | – |
| CFRCullen/Frost Bankers, Inc. | COM | 1,976 | $22.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 5,615 | $21.6 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 460 | $21.2 萬 | 0.2% | +460 | 新進 | 歷史 |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 3,400 | $20.7 萬 | 0.2% | 00.0% | 不變 | – |
2024 年第 2 季之後清倉（1 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。