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  Name: Schulz Wealth LTD.
  City: MANSFIELD
  State: TX
  Zip: 76063-7829
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $116,982,000
  Total Value Change : $12,391,000
  Securities Held Change : 3
   
All Securities Held : 57
  New Positions : 5
  Closed Positions : 2
  Increased Positions : 9
  Unchanged Positions : 25
  Decreased Positions : 18

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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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
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 1 - $31.96 $22,313,000 698,388 19.07% 4,605,000 92,589 0.078    N/A
   (VFMO)1 Year Chart         VFMO Vanguard Us Momentum Factor... 2 - $0.00 $12,616,000 83,393 10.78% 1,927,000 1,982 0.927    N/A
   (VXUS)1 Year Chart         VXUS Vanguard Total Internationa... 5 - $61.56 $8,125,000 134,743 6.95% 775,000 7,934 0.023    Closed - End Fund - E...
   (GJAN)1 Year Chart         GJAN Ft Cboe Vest Us Equity Mode... 8 - $0.00 $3,804,000 106,020 3.25% 2,975,000 81,990 2.382    N/A
   (AVDV)1 Year Chart         AVDV Avantis International Small... 10 - $0.00 $3,482,000 52,873 2.98% 641,000 7,405 0.034    N/A
   (GAPR)1 Year Chart         GAPR Ft Cboe Vest Us Equity Mode... 12 - $0.00 $2,008,000 59,616 1.72% 928,000 26,629 1.098    N/A
   (KNG)1 Year Chart         KNG Ft Cboe S&p 500 Dividend Ta... 17 - $0.00 $1,301,000 24,225 1.11% 552,000 9,725 0.056    N/A
   (GMAR)1 Year Chart         GMAR Ft Cboe Vest Us Equity Mode... 18 - $0.00 $1,261,000 36,643 1.08% 142,000 3,147 0.909    N/A
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 43 - $60.24 $286,000 4,761 0.24% 36,000 3,174 0    Discount, Variety Stores

      9 Records Found
  1    
Page 1 of 1
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