0002011780-24-000002.txt : 20240410 0002011780-24-000002.hdr.sgml : 20240410 20240410114037 ACCESSION NUMBER: 0002011780-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240410 DATE AS OF CHANGE: 20240410 EFFECTIVENESS DATE: 20240410 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Schulz Wealth, LTD. CENTRAL INDEX KEY: 0002011780 ORGANIZATION NAME: IRS NUMBER: 471178525 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23714 FILM NUMBER: 24834685 BUSINESS ADDRESS: STREET 1: 1752 BROAD PARK CIR N STREET 2: STE 110 CITY: MANSFIELD STATE: TX ZIP: 76063-7829 BUSINESS PHONE: 8174054014 MAIL ADDRESS: STREET 1: 1752 BROAD PARK CIR N STREET 2: STE 110 CITY: MANSFIELD STATE: TX ZIP: 76063-7829 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002011780 XXXXXXXX 03-31-2024 03-31-2024 Schulz Wealth, LTD.

1752 BROAD PARK CIR N STE 110 MANSFIELD TX 76063-7829

13F HOLDINGS REPORT 028-23714 000172194 801-113536 N Robert Schulz 817-235-1605 Robert Schulz Mansfield TX 04-10-2024 0 57 116984179 false INFORMATION TABLE 2 schulzwealth13fq1.xml AMAZON COM INC COM 023135106 472596 2620 SH SOLE 0 2620 0 0 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 3482216 52873 SH SOLE 0 52873 0 0 APPLE INC COM 037833100 622987 3633 SH SOLE 0 3633 0 0 COSTCO WHSL CORP NEW COM 22160K105 260816 356 SH SOLE 0 356 0 0 CULLEN FROST BANKERS INC COM 229899109 222438 1976 SH SOLE 0 1976 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 425008 1600 SH SOLE 0 1600 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 22313497 698388 SH SOLE 0 698388 0 0 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 364000 8677 SH SOLE 0 8677 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 390915 15336 SH SOLE 0 15336 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 242259 2505 SH SOLE 0 2505 0 0 FIRST TR EXCH TRADED FD III FT VEST SMID 33738D820 521637 23700 SH SOLE 0 23700 0 0 FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 33739Q705 1301125 24225 SH SOLE 0 24225 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 33740F441 1214854 35731 SH SOLE 0 35731 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F862 337337 7867 SH SOLE 0 7867 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F847 452305 10110 SH SOLE 0 10110 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740U208 1881702 42333 SH SOLE 0 42333 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST FD OF BU 33740F755 8988105 321463 SH SOLE 0 321463 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F680 438478 11483 SH SOLE 0 11483 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740U307 5033873 118458 SH SOLE 0 118458 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F664 520838 12838 SH SOLE 0 12838 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST U.S. 33740U406 634399 16929 SH SOLE 0 16929 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT 33740U505 6615400 160529 SH SOLE 0 160529 0 0 FIRST TR EXCHNG TRADED FD VI VEST FUND OF DEP 33740U703 371755 15759 SH SOLE 0 15759 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F599 1495240 38105 SH SOLE 0 38105 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F615 468253 13417 SH SOLE 0 13417 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 33740U711 1919601 58144 SH SOLE 0 58144 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 33740U687 3736759 113355 SH SOLE 0 113355 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740U661 2072128 61187 SH SOLE 0 61187 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740U653 216021 6555 SH SOLE 0 6555 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F516 3803998 106020 SH SOLE 0 106020 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 33740F482 1261252 36643 SH SOLE 0 36643 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740F458 2008105 59616 SH SOLE 0 59616 0 0 FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT 33740F433 920269 27586 SH SOLE 0 27586 0 0 INNOVATOR ETFS TRUST PREM INC 20 BARR 45783Y582 473765 19000 SH SOLE 0 19000 0 0 INNOVATOR ETFS TRUST PREMIUM INC 15 B 45783Y434 707263 29500 SH SOLE 0 29500 0 0 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C318 1086748 33469 SH SOLE 0 33469 0 0 INNOVATOR ETFS TRUST US EQTY BUFR JUL 45782C789 343410 8515 SH SOLE 0 8515 0 0 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C813 563281 14831 SH SOLE 0 14831 0 0 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C508 826590 21135 SH SOLE 0 21135 0 0 INNOVATOR ETFS TRUST US EQTY BUFR JAN 45782C409 1380653 31710 SH SOLE 0 31710 0 0 INNOVATOR ETFS TRUST US EQT PWR BUF 45782C870 521149 15515 SH SOLE 0 15515 0 0 INNOVATOR ETFS TRUST US EQTY PWR BF 45782C680 947476 26780 SH SOLE 0 26780 0 0 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C656 204948 5615 SH SOLE 0 5615 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 362452 2140 SH SOLE 0 2140 0 0 MARSH & MCLENNAN COS INC COM 571748102 233787 1135 SH SOLE 0 1135 0 0 MASTERCARD INCORPORATED CL A 57636Q104 216707 450 SH SOLE 0 450 0 0 MICROSOFT CORP COM 594918104 230134 547 SH SOLE 0 547 0 0 OKTA INC CL A 679295105 238952 2284 SH SOLE 0 2284 0 0 REPUBLIC SVCS INC COM 760759100 271845 1420 SH SOLE 0 1420 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 266766 510 SH SOLE 0 510 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 327200 2405 SH SOLE 0 2405 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 11259147 227228 SH SOLE 0 227228 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 219624 845 SH SOLE 0 845 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 264997 4526 SH SOLE 0 4526 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 8125007 134743 SH SOLE 0 134743 0 0 VANGUARD WELLINGTON FD US MOMENTUM 921935508 12615643 83393 SH SOLE 0 83393 0 0 WALMART INC COM 931142103 286469 4761 SH SOLE 0 4761 0 0