Schulz Wealth, LTD.
CIK 2011780 · Holdings on Dec 31, 2023 · First reported Feb 12, 2024
Top ten holdings
Q4 2023- DFAC16.93%
- VUSB11.86%
- VFMO10.22%
- BUFR8.40%
- VXUS7.03%
- FDEC6.06%
- FSEP4.62%
- GNOV3.58%
- AVDV2.72%
- GJUL1.88%
Share classes counted separately73.30%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $17.71M | 16.93% | 605.80K shares | Prior unavailable — | — | ↗▾ |
| 02 | VUSBVANGUARD ULTRA SHORT BOND ETVANGUARD ULTRA View history and evidence | $12.41M | 11.86% | 250.97K shares | Prior unavailable — | — | ↗▾ |
| 03 | VFMOVANGUARD US MOMENTUM FACTORUS MOMENTUM View history and evidence | $10.69M | 10.22% | 81.41K shares | Prior unavailable — | — | ↗▾ |
| 04 | BUFRFT VEST LAD BUFFERVETF-USD ICBOE VEST US EQ View history and evidence | $8.79M | 8.40% | 330.71K shares | Prior unavailable — | — | ↗▾ |
| 05 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $7.35M | 7.03% | 126.81K shares | Prior unavailable — | — | ↗▾ |
| 06 | FDECFT VEST U.S. EQUITY BUFFER EFT CBOE EQTY BFR View history and evidence | $6.34M | 6.06% | 162.59K shares | Prior unavailable — | — | ↗▾ |
| 07 | FSEPFT VEST U.S. EQUITY BUFFER EFT CBOE VEST US View history and evidence | $4.83M | 4.62% | 119.95K shares | Prior unavailable — | — | ↗▾ |
| 08 | GNOVFT VEST US EQUITY MODERATE BFT CBOE VEST US View history and evidence | $3.74M | 3.58% | 118.02K shares | Prior unavailable — | — | ↗▾ |
| 09 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $2.84M | 2.72% | 45.47K shares | Prior unavailable — | — | ↗▾ |
| 10 | GJULFT VEST US EQUITY MODERATE BFT CBOE VEST U S View history and evidence | $1.96M | 1.88% | 61.19K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2011780 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 12, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 104591671
}Research all 54 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.