13F 机构持仓

Schulz Wealth, LTD.

MANSFIELD TX · SEC CIK 0002011780

2026Q22026Q1 更早 9 个季度 🔒
$1.94亿2026Q2 申报市值
70持仓数
63.0%前十大占比 · 第一大 21.8%
0 / 0新建仓 / 清仓
申报市值走势$1.94亿2026Q2
26Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

DIMENSIONAL ET 21.8%
VXUS 7.9%
BUFR 6.5%
AVDV 5.5%
VUSB 4.5%
FDEC 4.2%
ACYN 3.7%
GJAN 3.4%
FSEP 2.9%
GAPR 2.7%

2026Q2 买入最多 按季末市值估算

本季没有买入

2026Q2 卖出最多 按季末市值估算

本季没有卖出

2026Q2 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
— DIMENSIONAL ETF TRUST $4,227.95万21.83%953,100 —— — —
VXUS VANGUARD STAR FDS $1,526.04万7.88%178,505 —— — —
BUFR FIRST TR EXCHNG TRADED FD VI $1,251.42万6.46%342,573 —— — —
AVDV AMERICAN CENTY ETF TR $1,063.40万5.49%103,193 —— — —
VUSB VANGUARD BD INDEX FDS $869.57万4.49%174,683 —— — —
FDEC FIRST TR EXCHNG TRADED FD VI $807.82万4.17%148,313 —— — —
ACYN FIRST TR EXCHANGE-TRADED FD $713.24万3.68%343,070 —— — —
GJAN FIRST TR EXCHNG TRADED FD VI $657.17万3.39%145,960 —— — —
FSEP FIRST TR EXCHNG TRADED FD VI $567.80万2.93%103,086 —— — —
GAPR FIRST TR EXCHNG TRADED FD VI $524.55万2.71%125,868 —— — —
— FIRST TR EXCHANGE-TRADED FD $439.86万2.27%214,146 —— — —
GJUL FIRST TR EXCHNG TRADED FD VI $439.66万2.27%101,095 —— — —
GSEP FIRST TR EXCHNG TRADED FD VI $389.48万2.01%95,087 —— — —
GNOV FIRST TR EXCHNG TRADED FD VI $380.16万1.96%90,959 —— — —
DFCF DIMENSIONAL ETF TRUST $369.51万1.91%87,540 —— — —
VGSH VANGUARD SCOTTSDALE FDS $357.96万1.85%61,505 —— — —
GAUG FIRST TR EXCHNG TRADED FD VI $315.21万1.63%76,101 —— — —
AVUS AMERICAN CENTY ETF TR $303.09万1.56%23,664 —— — —
— INNOVATOR ETFS TRUST $243.26万1.26%121,446 —— — —
GJUN FIRST TR EXCHNG TRADED FD VI $230.19万1.19%55,886 —— — —
GMAY FIRST TR EXCHNG TRADED FD VI $213.71万1.10%49,653 —— — —
FJUL FIRST TR EXCHNG TRADED FD VI $200.62万1.04%33,695 —— — —
FMAR FIRST TR EXCHNG TRADED FD VI $199.14万1.03%38,105 —— — —
BJAN INNOVATOR ETFS TRUST $189.15万0.98%32,130 —— — —
— FIRST TR EXCHNG TRADED FD VI $174.76万0.90%42,065 —— — —
GMAR FIRST TR EXCHNG TRADED FD VI $165.89万0.86%37,497 —— — —
ZALT INNOVATOR ETFS TRUST $148.81万0.77%43,935 —— — —
VGIT VANGUARD SCOTTSDALE FDS $134.93万0.70%22,877 —— — —
KNG FIRST TR EXCHANGE-TRADED FD $122.34万0.63%24,225 —— — —
PANW PALO ALTO NETWORKS INC $120.04万0.62%3,520 —— — —
TSM TAIWAN SEMICONDUCTOR MANUFAC $106.34万0.55%2,225 —— — —
AAPL APPLE INC $102.38万0.53%3,538 —— — —
PMAY INNOVATOR ETFS TRUST $101.74万0.53%24,634 —— — —
PAUG INNOVATOR ETFS TRUST $100.57万0.52%22,035 —— — —
PJAN INNOVATOR ETFS TRUST $85.54万0.44%17,285 —— — —
BUCK SIMPLIFY EXCHANGE TRADED FUN $82.76万0.43%35,336 —— — —
SPY STATE STR SPDR S&P 500 ETF T $77.53万0.40%1,037 —— — —
— INNOVATOR ETFS TRUST $70.31万0.36%36,262 —— — —
FNOV FIRST TR EXCHNG TRADED FD VI $69.46万0.36%11,875 —— — —
FOCT FIRST TR EXCHNG TRADED FD VI $67.31万0.35%12,873 —— — —
PAPR INNOVATOR ETFS TRUST $65.47万0.34%15,515 —— — —
DDEC FIRST TR EXCHNG TRADED FD VI $61.24万0.32%12,927 —— — —
DMAR FIRST TR EXCHNG TRADED FD VI $60.00万0.31%13,413 —— — —
AMZN AMAZON COM INC $57.68万0.30%2,420 —— — —
SDVD FIRST TR EXCHANGE-TRADED FD $54.72万0.28%23,700 —— — —
IWF ISHARES TR $54.69万0.28%4,404 —— — —
PJUL INNOVATOR ETFS TRUST $50.53万0.26%10,353 —— — —
VOO VANGUARD INDEX FDS $47.82万0.25%696 —— — —
DFEM DIMENSIONAL ETF TRUST $47.80万0.25%11,762 —— — —
WMT WALMART INC $47.67万0.25%4,209 —— — —
RSP INVESCO EXCHANGE TRADED FD T $45.53万0.24%2,140 —— — —
MSFT MICROSOFT CORP $42.20万0.22%1,131 —— — —
GFEB FIRST TR EXCHNG TRADED FD VI $39.35万0.20%8,937 —— — —
VUG VANGUARD INDEX FDS $37.83万0.20%4,392 —— — —
SPYM SPDR SERIES TRUST $36.27万0.19%4,127 —— — —
FAUG FIRST TR EXCHNG TRADED FD VI $35.30万0.18%6,247 —— — —
VTI VANGUARD INDEX FDS $33.39万0.17%902 —— — —
DUK DUKE ENERGY CORP NEW $31.71万0.16%2,505 —— — —
OKTA OKTA INC $31.17万0.16%2,284 —— — —
COST COSTCO WHOLESALE CORPORATION $30.68万0.16%328 —— — —
VTV VANGUARD INDEX FDS $30.46万0.16%1,398 —— — —
BRK/B BERKSHIRE HATHAWAY INC DEL $28.02万0.14%560 —— — —
RSG REPUBLIC SVCS INC $27.91万0.14%1,310 —— — —
BJUL INNOVATOR ETFS TRUST $27.83万0.14%5,125 —— — —
EWZ ISHARES INC $23.65万0.12%6,856 —— — —
VBR VANGUARD INDEX FDS $22.66万0.12%932 —— — —
CSCO CISCO SYS INC $22.32万0.12%1,900 —— — —
— INNOVATOR ETFS TRUST $22.15万0.11%5,930 —— — —
VEA VANGUARD TAX-MANAGED FDS $20.63万0.11%2,896 —— — —
MA MASTERCARD INCORPORATED $20.29万0.10%395 —— — —