Instuitional Investor - Schulz Wealth, Ltd.
Fund Profile
Filing Period:
| Fund Name: | Schulz Wealth, Ltd. |
| Portfolio Value | $151,255,983 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 874,911 | $33,745,317 | 22.31% | |
| 2. | Vanguard Star Fds | 172,730 | $12,688,715 | 8.39% | |
| 3. | First Tr Exchng Traded Fd Vi | 350,277 | $11,706,257 | 7.74% | |
| 4. | Vanguard Bd Index Fds - VANGUARD ULTRA | 169,659 | $8,482,102 | 5.61% | |
| 5. | First Tr Exchng Traded Fd Vi | 150,522 | $7,411,703 | 4.9% |