Schulz Wealth, Ltd. Portfolio Holdings
Schulz Wealth, Ltd.
- $118 Billion
- Q2 2024
Schulz Wealth, Ltd. has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $118 Billion distributed in 57 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $21.3B, Vanguard Wellington Fd U S Mom with a value of $12.2B, Vanguard Bd Index Fds with a value of $11B, First Tr Ex Td Viii Ft Cboe Ve with a value of $9.21B, and Vanguard Star Fd Vanguard Tota with a value of $7.82B.
Examining the 13F form we can see an increase of $1.09B in the current position value, from $117B to 118B.
Schulz Wealth, Ltd. is based out at Mansfield, TX
Below you can find more details about Schulz Wealth, Ltd. portfolio as well as his latest detailed transactions.