Schulz Wealth, LTD.
- SEC CIK
- 0002011780
- 最新申報
- 2026/8/26
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/5 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 62
- 較 2025 年第 3 季 −2
- 總值
- $1.56 億
- 較 2025 年第 3 季 +$481.0 萬 (+3.2%)
| 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 | 899,072 | $3,559 萬 | 22.8% | +24,161+2.8% | 加碼 | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 171,252 | $1,292 萬 | 8.3% | −1,478−0.9% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 325,189 | $1,114 萬 | 7.1% | −25,088−7.2% | 減碼 | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 177,475 | $884.5 萬 | 5.7% | +7,816+4.6% | 加碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 84,499 | $794.0 萬 | 5.1% | +2,027+2.5% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 148,314 | $759.1 萬 | 4.9% | −2,208−1.5% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 129,031 | $552.1 萬 | 3.5% | −5,552−4.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 102,053 | $526.2 萬 | 3.4% | −3,890−3.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F458 | FT VEST US EQT | 110,319 | $441.2 萬 | 2.8% | −1,189−1.1% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 101,095 | $417.8 萬 | 2.7% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 97,716 | $388.1 萬 | 2.5% | −3,215−3.2% | 減碼 | – |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 96,780 | $374.9 萬 | 2.4% | −2,985−3.0% | 減碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 80,536 | $342.8 萬 | 2.2% | +10,947+15.7% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 76,106 | $298.8 萬 | 1.9% | −480−0.6% | 減碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 46,843 | $275.1 萬 | 1.8% | −781−1.6% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 56,646 | $224.3 萬 | 1.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 66,782 | $217.5 萬 | 1.4% | +23,719+55.1% | 加碼 | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 33,708 | $188.5 萬 | 1.2% | −4,462−11.7% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 43,931 | $181.4 萬 | 1.2% | −1,497−3.3% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 38,105 | $180.9 萬 | 1.2% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 32,130 | $176.9 萬 | 1.1% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U695 | FT VEST U.S EQT | 42,065 | $165.3 萬 | 1.1% | +17,888+74.0% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 36,471 | $149.3 萬 | 1.0% | −1,166−3.1% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 20,388 | $122.2 萬 | 0.8% | +35+0.2% | 加碼 | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 24,225 | $119.1 萬 | 0.8% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 25,889 | $102.5 萬 | 0.7% | −2,050−7.3% | 減碼 | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 22,035 | $95.3 萬 | 0.6% | −1,030−4.5% | 減碼 | – |
| AAPLApple Inc. | Stock | 3,303 | $89.8 萬 | 0.6% | +17+0.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,925 | $89.0 萬 | 0.6% | +1,505+106.0% | 加碼 | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 17,290 | $81.3 萬 | 0.5% | −2,465−12.5% | 減碼 | – |
| Cyberark Software LtdM2682V108 | SHS | 1,600 | $71.4 萬 | 0.5% | 00.0% | 不變 | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,037 | $70.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| Innov PRM Inc 15BUFF ETF Oct45783Y434 | ETP | 29,500 | $70.7 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,057 | $66.3 萬 | 0.4% | +1,057 | 新進 | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 11,875 | $65.1 萬 | 0.4% | −1,000−7.8% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 12,873 | $63.1 萬 | 0.4% | 00.0% | 不變 | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 15,515 | $60.7 萬 | 0.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 12,927 | $58.3 萬 | 0.4% | −773−5.6% | 減碼 | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 12,501 | $58.0 萬 | 0.4% | −44−0.4% | 減碼 | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 13,417 | $55.9 萬 | 0.4% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 2,394 | $55.3 萬 | 0.4% | +14+0.6% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,101 | $52.1 萬 | 0.3% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 23,700 | $50.9 萬 | 0.3% | 00.0% | 不變 | – |
| Innov Prem Inc 20 Barr-July45783Y582 | ETP | 19,000 | $48.4 萬 | 0.3% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 4,209 | $46.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,140 | $41.0 萬 | 0.3% | 00.0% | 不變 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 11,762 | $38.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 732 | $35.7 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 8,337 | $34.6 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 6,247 | $33.1 萬 | 0.2% | −1,180−15.9% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 4,110 | $33.0 萬 | 0.2% | +23+0.6% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 655 | $31.7 萬 | 0.2% | +4+0.6% | 加碼 | 歷史 |
| DUKDuke Energy CORP | Stock | 2,505 | $29.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 331 | $28.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,494 | $28.5 萬 | 0.2% | +153+11.4% | 加碼 | – |
| RSGRepublic Services, Inc. | COM | 1,310 | $27.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 780 | $26.2 萬 | 0.2% | −58−6.9% | 減碼 | – |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 5,125 | $26.0 萬 | 0.2% | 00.0% | 不變 | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 5,615 | $24.5 萬 | 0.2% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740U703 | FT VEST DEEP ETF | 8,628 | $24.4 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 466 | $23.4 萬 | 0.2% | +6+1.3% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 398 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 3 季之後清倉（3 檔）
2025 年第 3 季季末還持有、這份申報已經沒有的部位。