Schulz Wealth, LTD. - Portfolio overview

Schulz Wealth, LTD. has 66 reported holdings in this dataset, with the latest filing dated 2026-02-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 22.67%
2. VXUS - VANGUARD STAR FDS, 8.23%
3. BUFR - FIRST TR EXCHNG TRADED FD VI, 7.09%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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