Schulz Wealth, LTD.
- SEC CIK
- 0002011780
- 最新申報
- 2026/8/26
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/29 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 63
- 較 2024 年第 4 季 +2
- 總值
- $1.31 億
- 較 2024 年第 4 季 +$90.7 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 | 735,098 | $2,425 萬 | 18.5% | +25,355+3.6% | 加碼 | – |
| Vanguard Wellington FD921935508 | US MOMENTUM | 86,511 | $1,312 萬 | 10.0% | +913+1.1% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 150,034 | $931.7 萬 | 7.1% | +13,591+10.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 297,181 | $882.3 萬 | 6.7% | −16,137−5.2% | 減碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 168,843 | $841.8 萬 | 6.4% | −16,900−9.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 157,491 | $683.6 萬 | 5.2% | −1,473−0.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 130,904 | $493.1 萬 | 3.8% | +27,018+26.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 107,757 | $480.1 萬 | 3.7% | −6,600−5.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F458 | FT VEST US EQT | 111,510 | $418.9 萬 | 3.2% | −10.0% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 58,114 | $405.3 萬 | 3.1% | +4,903+9.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 108,258 | $371.2 萬 | 2.8% | −565−0.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 101,860 | $351.8 萬 | 2.7% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 95,799 | $344.4 萬 | 2.6% | 00.0% | 不變 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 34,543 | $202.7 萬 | 1.5% | +34,543 | 新進 | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 40,468 | $192.8 萬 | 1.5% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 47,157 | $163.8 萬 | 1.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 38,105 | $160.8 萬 | 1.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 32,130 | $149.8 萬 | 1.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 36,873 | $133.7 萬 | 1.0% | −4,080−10.0% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 35,422 | $131.8 萬 | 1.0% | +267+0.8% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 24,225 | $122.4 萬 | 0.9% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 31,260 | $111.9 萬 | 0.9% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 21,125 | $87.6 萬 | 0.7% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 23,065 | $87.1 萬 | 0.7% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U695 | FT VEST U.S EQT | 24,177 | $83.0 萬 | 0.6% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 21,949 | $77.2 萬 | 0.6% | −830−3.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 12,887 | $76.5 萬 | 0.6% | +6,770+110.7% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,278 | $72.8 萬 | 0.6% | −23−0.7% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 16,646 | $70.0 萬 | 0.5% | +1,692+11.3% | 加碼 | – |
| Innov PRM Inc 15BUFF ETF Oct45783Y434 | ETP | 29,500 | $69.8 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 15,557 | $60.9 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 12,875 | $60.1 萬 | 0.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 14,831 | $59.6 萬 | 0.5% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 15,515 | $55.3 萬 | 0.4% | 00.0% | 不變 | – |
| Cyberark Software LtdM2682V108 | SHS | 1,600 | $54.1 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 12,873 | $53.4 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 13,417 | $50.6 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 23,700 | $47.3 萬 | 0.4% | 00.0% | 不變 | – |
| Innov Prem Inc 20 Barr-July45783Y582 | ETP | 19,000 | $47.2 萬 | 0.4% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 2,380 | $45.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,140 | $37.1 萬 | 0.3% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 4,209 | $37.0 萬 | 0.3% | −251−5.6% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 13,672 | $36.2 萬 | 0.3% | −950−6.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 13,668 | $34.1 萬 | 0.3% | −2,091−13.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 7,427 | $33.8 萬 | 0.3% | 00.0% | 不變 | – |
| RSGRepublic Services, Inc. | COM | 1,310 | $31.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 328 | $31.0 萬 | 0.2% | −2−0.6% | 減碼 | 歷史 |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 8,337 | $30.7 萬 | 0.2% | +8,337 | 新進 | – |
| DUKDuke Energy CORP | Stock | 2,505 | $30.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 510 | $28.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,135 | $27.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,640 | $27.2 萬 | 0.2% | −265−13.9% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 732 | $27.1 萬 | 0.2% | −5−0.7% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 4,095 | $26.9 萬 | 0.2% | +65+1.6% | 加碼 | – |
| CFRCullen/Frost Bankers, Inc. | COM | 1,985 | $24.9 萬 | 0.2% | +9+0.5% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 460 | $24.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| OKTAOkta, Inc. | CL A | 2,284 | $24.0 萬 | 0.2% | +2,284 | 新進 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 858 | $23.6 萬 | 0.2% | +36+4.4% | 加碼 | – |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 5,125 | $22.1 萬 | 0.2% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 395 | $21.7 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 | – |
| MSFTMicrosoft Corp | Stock | 549 | $20.6 萬 | 0.2% | −17−3.0% | 減碼 | 歷史 |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 3,400 | $20.4 萬 | 0.2% | 00.0% | 不變 | – |
2024 年第 4 季之後清倉（1 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 4 季股數 | 2024 年第 4 季市值 | 2024 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 9,934 | $40.3 萬 | 0.3% | – |