Schulz Wealth, LTD.
- SEC CIK
- 0002011780
- 最新申報
- 2026/8/26
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/2/5 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 61
- 較 2024 年第 3 季 +3
- 總值
- $1.30 億
- 較 2024 年第 3 季 +$88.9 萬 (+0.7%)
| 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 | 709,743 | $2,455 萬 | 18.9% | +4,909+0.7% | 加碼 | – |
| Vanguard Wellington FD921935508 | US MOMENTUM | 85,598 | $1,407 萬 | 10.8% | +1,165+1.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 313,318 | $954.7 萬 | 7.3% | −14,610−4.5% | 減碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 185,743 | $921.7 萬 | 7.1% | −12,339−6.2% | 減碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 136,443 | $804.1 萬 | 6.2% | +3,021+2.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 158,964 | $708.6 萬 | 5.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 114,357 | $522.6 萬 | 4.0% | −3,425−2.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F458 | FT VEST US EQT | 111,511 | $418.1 萬 | 3.2% | −20.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 103,886 | $401.5 萬 | 3.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 108,823 | $380.7 萬 | 2.9% | +655+0.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 101,860 | $356.9 萬 | 2.7% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 95,799 | $351.2 萬 | 2.7% | −1,261−1.3% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 53,211 | $346.3 萬 | 2.7% | +2,301+4.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 40,468 | $198.2 萬 | 1.5% | −695−1.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 47,157 | $166.4 萬 | 1.3% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 38,105 | $164.9 萬 | 1.3% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 32,130 | $154.1 萬 | 1.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 40,953 | $151.1 萬 | 1.2% | −490−1.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 35,155 | $131.7 萬 | 1.0% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 24,225 | $121.6 萬 | 0.9% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 31,260 | $112.2 萬 | 0.9% | −640−2.0% | 減碼 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 21,125 | $89.3 萬 | 0.7% | −100.0% | 減碼 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 23,065 | $88.8 萬 | 0.7% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U695 | FT VEST U.S EQT | 24,177 | $84.6 萬 | 0.6% | +24,177 | 新進 | – |
| AAPLApple Inc. | Stock | 3,301 | $82.7 萬 | 0.6% | −268−7.5% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 22,779 | $82.0 萬 | 0.6% | 00.0% | 不變 | – |
| 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. | 15,557 | $62.4 萬 | 0.5% | −1,372−8.1% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 14,954 | $61.7 萬 | 0.5% | −5,929−28.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 12,875 | $61.6 萬 | 0.5% | +3,210+33.2% | 加碼 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 14,831 | $61.1 萬 | 0.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 15,515 | $56.9 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 12,873 | $54.9 萬 | 0.4% | +35+0.3% | 加碼 | – |
| Cyberark Software LtdM2682V108 | SHS | 1,600 | $53.3 萬 | 0.4% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 2,380 | $52.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 13,417 | $51.2 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 23,700 | $51.0 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 | – |
| WMTWalmart Inc. | Stock | 4,460 | $40.3 萬 | 0.3% | +59+1.3% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 9,934 | $40.3 萬 | 0.3% | −1,549−13.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 15,759 | $40.2 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 14,622 | $38.3 萬 | 0.3% | −714−4.7% | 減碼 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,905 | $37.6 萬 | 0.3% | −500−20.8% | 減碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,140 | $37.5 萬 | 0.3% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 6,117 | $35.5 萬 | 0.3% | −841−12.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 7,427 | $34.6 萬 | 0.3% | −440−5.6% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 737 | $30.2 萬 | 0.2% | +737 | 新進 | – |
| COSTCostco Wholesale Corp | Stock | 330 | $30.2 萬 | 0.2% | +4+1.2% | 加碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 510 | $29.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 4,030 | $27.8 萬 | 0.2% | +10+0.2% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 2,505 | $27.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 1,976 | $26.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,310 | $26.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,135 | $24.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 566 | $23.9 萬 | 0.2% | +39+7.4% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 822 | $23.8 萬 | 0.2% | −5−0.6% | 減碼 | – |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 5,125 | $22.8 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 5,615 | $21.9 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 3,400 | $21.3 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 460 | $20.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 395 | $20.8 萬 | 0.2% | +395 | 新進 | 歷史 |