Instuitional Investor - Schulz Wealth, Ltd.
Fund Profile
Filing Period:
| Fund Name: | Schulz Wealth, Ltd. |
| Portfolio Value | $104,591,671 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 605,799 | $17,707,505 | 16.93% | |
| 2. | Vanguard Bd Index Fds | 250,970 | $12,407,932 | 11.86% | |
| 3. | Vanguard Wellington Fd | 81,411 | $10,688,577 | 10.21% | |
| 4. | First Tr Exchng Traded Fd Vi | 330,707 | $8,786,885 | 8.4% | |
| 5. | Vanguard Star Fds | 126,809 | $7,349,850 | 7.02% |
