Instuitional Investor - Schulz Wealth, Ltd.
Fund Profile
Filing Period:
| Fund Name: | Schulz Wealth, Ltd. |
| Portfolio Value | $130,214,073 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 709,743 | $24,550,010 | 18.85% | |
| 2. | Vanguard Wellington Fd | 85,598 | $14,069,683 | 10.8% | |
| 3. | First Tr Exchng Traded Fd Vi | 313,318 | $9,546,799 | 7.33% | |
| 4. | Vanguard Bd Index Fds | 185,743 | $9,216,568 | 7.07% | |
| 5. | Vanguard Star Fds | 136,443 | $8,040,609 | 6.17% |
