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| Name: |
Schulz Wealth LTD. |
| City: |
MANSFIELD |
| State: |
TX |
| Zip: |
76063-7829 |
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data |
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| Holdings
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5 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SDVD |
FT Vest SMID Rising Dividen... |
|
New |
$0.00 |
$522,000 |
23,700 |
0.45% |
522,000 |
23,700 |
0.263 |
N/A |
|
|
DFCF |
Dfa Dimensional Core Fixed ... |
38 |
New |
$0.00 |
$364,000 |
8,677 |
0.31% |
364,000 |
8,677 |
0.01 |
N/A |
|
|
VGIT |
Vanguard Intermediate -Ter |
46 |
New |
$57.89 |
$265,000 |
4,526 |
0.23% |
265,000 |
4,526 |
0.001 |
Closed - End Fund - Debt |
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MA |
MasterCard Inc A |
54 |
New |
$456.52 |
$217,000 |
450 |
0.19% |
217,000 |
450 |
0 |
Business Services |
|
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PSEP |
Innovator S&p 500 Power Buf... |
56 |
New |
$0.00 |
$205,000 |
5,615 |
0.18% |
205,000 |
5,615 |
0.005 |
N/A |
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