Schulz Wealth, LTD.
- SEC CIK
- 0002011780
- 最新申報
- 2026/8/26
2025 年第 3 季持倉
持倉截至 2025/9/30，2025/10/17 申報。只含多頭部位，變化是跟 2025 年第 2 季比股數。
- 持股檔數
- 64
- 較 2025 年第 2 季 −2
- 總值
- $1.51 億
- 較 2025 年第 2 季 +$1,748 萬 (+13.1%)
| 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 | 874,911 | $3,375 萬 | 22.3% | +79,177+10.0% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 172,730 | $1,269 萬 | 8.4% | +17,780+11.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 350,277 | $1,171 萬 | 7.7% | +38,136+12.2% | 加碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 169,659 | $848.2 萬 | 5.6% | +2,141+1.3% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 150,522 | $741.2 萬 | 4.9% | −2,992−1.9% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 82,472 | $734.2 萬 | 4.9% | +15,758+23.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 134,583 | $560.8 萬 | 3.7% | −1,451−1.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 105,943 | $535.4 萬 | 3.5% | −318−0.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F458 | FT VEST US EQT | 111,508 | $437.6 萬 | 2.9% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 101,095 | $410.0 萬 | 2.7% | +8,848+9.6% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 100,931 | $384.0 萬 | 2.5% | −960−0.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 99,765 | $379.9 萬 | 2.5% | −1,255−1.2% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 69,589 | $297.6 萬 | 2.0% | +31,070+80.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 76,586 | $295.7 萬 | 2.0% | +30,753+67.1% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 47,624 | $280.3 萬 | 1.9% | +5,174+12.2% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 56,646 | $220.2 萬 | 1.5% | −3,343−5.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 38,170 | $208.9 萬 | 1.4% | −722−1.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 45,428 | $183.8 萬 | 1.2% | −150−0.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 38,105 | $176.8 萬 | 1.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 32,130 | $170.3 萬 | 1.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 37,637 | $150.9 萬 | 1.0% | 00.0% | 不變 | – |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 43,063 | $137.3 萬 | 0.9% | +43,063 | 新進 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 20,353 | $122.2 萬 | 0.8% | +4,046+24.8% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 24,225 | $119.5 萬 | 0.8% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 27,939 | $108.7 萬 | 0.7% | −2,071−6.9% | 減碼 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 23,065 | $98.0 萬 | 0.6% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U695 | FT VEST U.S EQT | 24,177 | $92.6 萬 | 0.6% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 19,755 | $90.5 萬 | 0.6% | 00.0% | 不變 | – |
| AAPLApple Inc. | Stock | 3,286 | $83.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Cyberark Software LtdM2682V108 | SHS | 1,600 | $77.3 萬 | 0.5% | 00.0% | 不變 | – |
| Innov PRM Inc 15BUFF ETF Oct45783Y434 | ETP | 29,500 | $70.2 萬 | 0.5% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,037 | $69.1 萬 | 0.5% | +56+5.7% | 加碼 | 歷史 |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 12,875 | $68.1 萬 | 0.5% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 12,873 | $61.2 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 13,700 | $60.0 萬 | 0.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 15,515 | $59.5 萬 | 0.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 12,545 | $57.2 萬 | 0.4% | −70−0.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 13,417 | $54.7 萬 | 0.4% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 2,380 | $52.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,101 | $51.6 萬 | 0.3% | +77+7.5% | 加碼 | – |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 23,700 | $51.2 萬 | 0.3% | 00.0% | 不變 | – |
| Innov Prem Inc 20 Barr-July45783Y582 | ETP | 19,000 | $47.6 萬 | 0.3% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 4,209 | $43.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,140 | $40.6 萬 | 0.3% | 00.0% | 不變 | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,420 | $39.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 7,427 | $38.6 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 11,762 | $37.7 萬 | 0.2% | −1,910−14.0% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 732 | $35.1 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 8,337 | $33.8 萬 | 0.2% | 00.0% | 不變 | – |
| MSFTMicrosoft Corp | Stock | 651 | $33.7 萬 | 0.2% | +100+18.1% | 加碼 | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 4,087 | $32.0 萬 | 0.2% | +6+0.1% | 加碼 | – |
| DUKDuke Energy CORP | Stock | 2,505 | $31.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 331 | $30.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,310 | $30.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 838 | $27.5 萬 | 0.2% | −19−2.2% | 減碼 | – |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 5,125 | $25.5 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,341 | $25.0 萬 | 0.2% | −521−28.0% | 減碼 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 5,615 | $24.1 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 8,628 | $23.8 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 460 | $23.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,135 | $22.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MAMastercard Inc | Stock | 398 | $22.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| First Tr Exchng Traded FD VI33740F672 | FT VEST UQ EQT | 4,991 | $21.6 萬 | 0.1% | 00.0% | 不變 | – |
| OKTAOkta, Inc. | CL A | 2,284 | $20.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 2 季之後清倉（3 檔）
2025 年第 2 季季末還持有、這份申報已經沒有的部位。