Schulz Wealth, LTD.
70 holdingsFiling period: 2026-06-30Current AUM: $196.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 953.1K | $42.3M | $42.7M | 21.72% | +54.0K | 2026-06-30 |
| 2 | VXUS | VANGUARD STAR FDS | 178.5K | $15.3M | $15.3M | 7.79% | +7.3K | 2026-06-30 |
| 3 | BUFR | FIRST TR EXCHNG TRADED FD VI | 342.6K | $12.5M | $12.8M | 6.49% | +17.4K | 2026-06-30 |
| 4 | AVDV | AMERICAN CENTY ETF TR | 103.2K | $10.6M | $11.4M | 5.80% | +18.7K | 2026-06-30 |
| 5 | VUSB | VANGUARD BD INDEX FDS | 174.7K | $8.7M | $8.7M | 4.41% | -2,792 | 2026-06-30 |
| 6 | FDEC | FIRST TR EXCHNG TRADED FD VI | 148.3K | $8.1M | $8.2M | 4.19% | -1 | 2026-06-30 |
| 7 | ACYN | FIRST TR EXCHANGE-TRADED FD | 343.1K | $7.1M | $7.1M | 3.61% | -- | 2026-06-30 |
| 8 | GJAN | FIRST TR EXCHNG TRADED FD VI | 146.0K | $6.6M | $6.7M | 3.40% | +16.9K | 2026-06-30 |
| 9 | FSEP | FIRST TR EXCHNG TRADED FD VI | 103.1K | $5.7M | $5.8M | 2.98% | +1.0K | 2026-06-30 |
| 10 | GAPR | FIRST TR EXCHNG TRADED FD VI | 125.9K | $5.2M | $5.3M | 2.71% | +15.5K | 2026-06-30 |
| 11 | ACYS | FIRST TR EXCHANGE-TRADED FD | 214.1K | $4.4M | $4.4M | 2.23% | -- | 2026-06-30 |
| 12 | GJUL | FIRST TR EXCHNG TRADED FD VI | 101.1K | $4.4M | $4.5M | 2.28% | -- | 2026-06-30 |
| 13 | GSEP | FIRST TR EXCHNG TRADED FD VI | 95.1K | $3.9M | $4.0M | 2.03% | -1,693 | 2026-06-30 |
| 14 | GNOV | FIRST TR EXCHNG TRADED FD VI | 91.0K | $3.8M | $3.9M | 1.97% | -6,757 | 2026-06-30 |
| 15 | DFCF | DIMENSIONAL ETF TRUST | 87.5K | $3.7M | $3.6M | 1.82% | +7.0K | 2026-06-30 |
| 16 | VGSH | VANGUARD SCOTTSDALE FDS | 61.5K | $3.6M | $3.5M | 1.81% | +14.7K | 2026-06-30 |
| 17 | GAUG | FIRST TR EXCHNG TRADED FD VI | 76.1K | $3.2M | $3.2M | 1.62% | -5 | 2026-06-30 |
| 18 | AVUS | AMERICAN CENTY ETF TR | 23.7K | $3.0M | $3.0M | 1.55% | -- | 2026-06-30 |
| 19 | DDFY | INNOVATOR ETFS TRUST | 121.4K | $2.4M | $2.5M | 1.26% | -- | 2026-06-30 |
| 20 | GJUN | FIRST TR EXCHNG TRADED FD VI | 55.9K | $2.3M | $2.3M | 1.19% | -760 | 2026-06-30 |
| 21 | GMAY | FIRST TR EXCHNG TRADED FD VI | 49.7K | $2.1M | $2.2M | 1.10% | +5.7K | 2026-06-30 |
| 22 | FJUL | FIRST TR EXCHNG TRADED FD VI | 33.7K | $2.0M | $2.0M | 1.04% | -13 | 2026-06-30 |
| 23 | FMAR | FIRST TR EXCHNG TRADED FD VI | 38.1K | $2.0M | $2.0M | 1.03% | -- | 2026-06-30 |
| 24 | BJAN | INNOVATOR ETFS TRUST | 32.1K | $1.9M | $1.9M | 0.98% | -- | 2026-06-30 |
| 25 | GOCT | FIRST TR EXCHNG TRADED FD VI | 42.1K | $1.7M | $1.8M | 0.91% | -- | 2026-06-30 |
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