| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 19.1% |
| VANGUARD WELLINGTON FD | 3 | Q2 2024 | 10.8% |
| VANGUARD BD INDEX FDS | 3 | Q2 2024 | 11.9% |
| FIRST TR EXCHNG TRADED FD VI | 3 | Q2 2024 | 8.4% |
| VANGUARD STAR FDS | 3 | Q2 2024 | 7.0% |
| FIRST TR EXCHNG TRADED FD VI | 3 | Q2 2024 | 6.1% |
| FIRST TR EXCHNG TRADED FD VI | 3 | Q2 2024 | 4.6% |
| FIRST TR EXCHNG TRADED FD VI | 3 | Q2 2024 | 3.6% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 3.0% |
| FIRST TR EXCHNG TRADED FD VI | 3 | Q2 2024 | 3.3% |
View Schulz Wealth, LTD.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-25 |
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-02-12 |
View Schulz Wealth, LTD.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.