Instuitional Investor - Schulz Wealth, Ltd.
Fund Profile
Filing Period:
| Fund Name: | Schulz Wealth, Ltd. |
| Portfolio Value | $131,121,515 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 735,098 | $24,250,883 | 18.49% | |
| 2. | Vanguard Wellington Fd | 86,511 | $13,124,565 | 10.01% | |
| 3. | Vanguard Star Fds | 150,034 | $9,317,098 | 7.11% | |
| 4. | First Tr Exchng Traded Fd Vi | 297,181 | $8,823,304 | 6.73% | |
| 5. | Vanguard Bd Index Fds - VANGUARD ULTRA | 168,843 | $8,417,668 | 6.42% |
