Instuitional Investor - Schulz Wealth, Ltd.
Fund Profile
Filing Period:
| Fund Name: | Schulz Wealth, Ltd. |
| Portfolio Value | $133,780,457 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 795,734 | $28,519,107 | 21.32% | |
| 2. | Vanguard Star Fds | 154,950 | $10,705,488 | 8% | |
| 3. | First Tr Exchng Traded Fd Vi | 312,141 | $9,926,084 | 7.42% | |
| 4. | Vanguard Bd Index Fds - VANGUARD ULTRA | 167,518 | $8,353,285 | 6.24% | |
| 5. | First Tr Exchng Traded Fd Vi | 153,514 | $7,163,961 | 5.36% |
