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  Name: Schulz Wealth LTD.
  City: MANSFIELD
  State: TX
  Zip: 76063-7829
   
Achive data
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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

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Holdings Found : 18     View All Holdings Currently Viewing:  Decreased 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
   (VUSB)1 Year Chart         VUSB Vanguard Ultrashort Bond Etf 3 - $0.00 $11,259,000 227,228 9.62% -1,149,000 -23,742 0.252    N/A
   (BUFR)1 Year Chart         BUFR First Tr Exchng Traded Fd Vi 4 - $0.00 $8,988,000 321,463 7.68% 201,000 -9,244 0.357    N/A
   (FDEC)1 Year Chart         FDEC Ft Cboe Vest Us Equity Buff... 6 - $0.00 $6,615,000 160,529 5.65% 276,000 -2,061 1.784    N/A
   (FSEP)1 Year Chart         FSEP First Tr Exchng Traded Fd Vi 7 - $0.00 $5,034,000 118,458 4.3% 207,000 -1,496 1.316    N/A
   (GNOV)1 Year Chart         GNOV Ft Vest Us Equity Moderate ... 9 - $0.00 $3,737,000 113,355 3.19% -4,000 -4,660 1.26    N/A
   (FJUL)1 Year Chart         FJUL Ft Cboe Vest U.S. Equity Bu... 14 - $0.00 $1,882,000 42,333 1.61% 41,000 -1,895 0.47    N/A
   (GMAY)1 Year Chart         GMAY Ft Cboe Vest Us Equity Mode... 19 - $0.00 $1,215,000 35,731 1.04% 32,000 -225 0.869    N/A
   (PMAY)1 Year Chart         PMAY Innovator S&p 500 Power Buf... 20 - $0.00 $1,087,000 33,469 0.93% -14,000 -1,526 0.037    N/A
   (PAUG)1 Year Chart         PAUG Innovator S&p 500 Power Buf... 21 - $0.00 $947,000 26,780 0.81% 17,000 -1,085 0.03    N/A
   (PJAN)1 Year Chart         PJAN Innovator S&p 500 Power Buf... 23 - $0.00 $827,000 21,135 0.71% -183,000 -5,985 0.023    N/A
   (DDEC)1 Year Chart         DDEC Ft Cboe Vest Us Equity Deep... 25 - $0.00 $634,000 16,929 0.54% -378,000 -11,364 0.188    N/A
   (PJUL)1 Year Chart         PJUL Innovator S&p 500 Power Buf... 27 - $0.00 $563,000 14,831 0.48% 23,000 -90 0.016    N/A
   (FOCT)1 Year Chart         FOCT Ft Cboe Vest Us Equity Buff... 29 - $0.00 $521,000 12,838 0.45% -4,000 -669 0    N/A
   (DMAR)1 Year Chart         DMAR Ft Cboe Vest Us Equity Deep... 32 - $0.00 $468,000 13,417 0.4% -129,000 -4,212 0.149    N/A
   (DSEP)1 Year Chart         DSEP Ft Cboe Vest Us Equity Deep... 34 - $0.00 $438,000 11,483 0.37% -446,000 -12,786 0.128    N/A
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 36 - $0.00 $391,000 15,336 0.33% -95,000 -4,120 0.015    N/A
   (BUFD)1 Year Chart         BUFD Ft Cboe Vest Fund Of Deep B... 37 - $0.00 $372,000 15,759 0.32% -302,000 -13,948 0.022    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 53 - $262.22 $220,000 845 0.19% -212,000 -976 0    Closed - End Fund - E...
      18 Records Found
  1    
Page 1 of 1
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