Schulz Wealth, LTD.
- SEC CIK
- 0002011780
- 最新申報
- 2026/8/26
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/26 申報。只含多頭部位。
- 持股檔數
- 70
- 2026 年第 1 季沒有申報
- 總值
- $1.94 億
- 2026 年第 1 季沒有申報
Schulz Wealth, LTD. 沒有申報 2026 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 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 | 953,100 | $4,228 萬 | 21.8% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 178,505 | $1,526 萬 | 7.9% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 342,573 | $1,251 萬 | 6.5% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 103,193 | $1,063 萬 | 5.5% | – | – | – |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 174,683 | $869.6 萬 | 4.5% | – | – | – |
| First Tr Exchng Traded FD VI33740U505 | FT VEST UQ EQT | 148,313 | $807.8 萬 | 4.2% | – | – | – |
| First Tr Exchange-Traded FD33733E690 | VEST LADDERED | 343,070 | $713.2 萬 | 3.7% | – | – | – |
| First Tr Exchng Traded FD VI33740F516 | FT VEST US EQT | 145,960 | $657.2 萬 | 3.4% | – | – | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 103,086 | $567.8 萬 | 2.9% | – | – | – |
| First Tr Exchng Traded FD VI33740F458 | FT VEST US EQT | 125,868 | $524.5 萬 | 2.7% | – | – | – |
| First Tr Exchange-Traded FD33733E641 | VEST LAD AUT ETF | 214,146 | $439.9 萬 | 2.3% | – | – | – |
| First Tr Exchng Traded FD VI33740U661 | FT VEST US EQT | 101,095 | $439.7 萬 | 2.3% | – | – | – |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 95,087 | $389.5 萬 | 2.0% | – | – | – |
| First Tr Exchng Traded FD VI33740U687 | FT VEST U.S EQT | 90,959 | $380.2 萬 | 2.0% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 87,540 | $369.5 萬 | 1.9% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 61,505 | $358.0 萬 | 1.8% | – | – | – |
| First Tr Exchng Traded FD VI33740U653 | FT VEST US EQT | 76,101 | $315.2 萬 | 1.6% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 23,664 | $303.1 萬 | 1.6% | – | – | – |
| Innovator ETFs Trust45784N338 | EQUI DUAL 15 MAY | 121,446 | $243.3 萬 | 1.3% | – | – | – |
| First Tr Exchng Traded FD VI33740F433 | FT VEST U.S EQT | 55,886 | $230.2 萬 | 1.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F441 | FT VEST U.S EQT | 49,653 | $213.7 萬 | 1.1% | – | – | – |
| First Tr Exchng Traded FD VI33740U208 | FT VEST US EQT | 33,695 | $200.6 萬 | 1.0% | – | – | – |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 38,105 | $199.1 萬 | 1.0% | – | – | – |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 32,130 | $189.1 萬 | 1.0% | – | – | – |
| First Tr Exchng Traded FD VI33740U695 | FT VEST U.S EQT | 42,065 | $174.8 萬 | 0.9% | – | – | – |
| First Tr Exchng Traded FD VI33740F482 | FT VEST U.S EQT | 37,497 | $165.9 萬 | 0.9% | – | – | – |
| Innovator ETFs Trust45783Y442 | U S EQ 10 BUFFER | 43,935 | $148.8 萬 | 0.8% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 22,877 | $134.9 萬 | 0.7% | – | – | – |
| First Tr Exchange-Traded FD33739Q705 | FT VEST S&P 500 | 24,225 | $122.3 萬 | 0.6% | – | – | – |
| PANWPalo Alto Networks Inc | Stock | 3,520 | $120.0 萬 | 0.6% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,225 | $106.3 萬 | 0.5% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 3,538 | $102.4 萬 | 0.5% | – | – | 歷史 |
| Innovator ETFs Trust45782C318 | US EQTY PWR BUF | 24,634 | $101.7 萬 | 0.5% | – | – | – |
| Innovator ETFs Trust45782C680 | US EQTY PWR BF | 22,035 | $100.6 萬 | 0.5% | – | – | – |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 17,285 | $85.5 萬 | 0.4% | – | – | – |
| Simplify Exchange Traded Fun82889N640 | TREASURY OPT INC | 35,336 | $82.8 萬 | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,037 | $77.5 萬 | 0.4% | – | – | 歷史 |
| Innovator ETFs Trust45784N197 | EQTY DUL DIRCT15 | 36,262 | $70.3 萬 | 0.4% | – | – | – |
| First Tr Exchng Traded FD VI33740F847 | FT VEST US EQT | 11,875 | $69.5 萬 | 0.4% | – | – | – |
| First Tr Exchng Traded FD VI33740F664 | FT VEST US EQT | 12,873 | $67.3 萬 | 0.3% | – | – | – |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 15,515 | $65.5 萬 | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740U406 | FT VEST U.S. | 12,927 | $61.2 萬 | 0.3% | – | – | – |
| First Tr Exchng Traded FD VI33740F615 | FT VEST US EQT | 13,413 | $60.0 萬 | 0.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,420 | $57.7 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded FD33738D820 | FT VEST SMID | 23,700 | $54.7 萬 | 0.3% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,404 | $54.7 萬 | 0.3% | – | – | – |
| Innovator ETFs Trust45782C813 | US EQTY PWR BUF | 10,353 | $50.5 萬 | 0.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 696 | $47.8 萬 | 0.2% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 11,762 | $47.8 萬 | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 4,209 | $47.7 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 2,140 | $45.5 萬 | 0.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,131 | $42.2 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740U737 | FT VEST US EQT | 8,937 | $39.3 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 4,392 | $37.8 萬 | 0.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 4,127 | $36.3 萬 | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F862 | FT VEST US EQT | 6,247 | $35.3 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 902 | $33.4 萬 | 0.2% | – | – | – |
| DUKDuke Energy CORP | Stock | 2,505 | $31.7 萬 | 0.2% | – | – | 歷史 |
| OKTAOkta, Inc. | CL A | 2,284 | $31.2 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 328 | $30.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,398 | $30.5 萬 | 0.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 560 | $28.0 萬 | 0.1% | – | – | 歷史 |
| RSGRepublic Services, Inc. | COM | 1,310 | $27.9 萬 | 0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 5,125 | $27.8 萬 | 0.1% | – | – | – |
| iShares Inc464286400 | MSCI BRAZIL ETF | 6,856 | $23.7 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 932 | $22.7 萬 | 0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 1,900 | $22.3 萬 | 0.1% | – | – | 歷史 |
| Innovator ETFs Trust45782C599 | US SML CP PWR B | 5,930 | $22.2 萬 | 0.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 2,896 | $20.6 萬 | 0.1% | – | – | – |
| MAMastercard Inc | Stock | 395 | $20.3 萬 | 0.1% | – | – | 歷史 |