Schulz Wealth, LTD.

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Mansfield, TX
CIK
0002011780
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 58 129,325 DFAC, VFMO, VUSB, BUFR 13F-HR 10/25/2024 000201178024000005
Q2 2024 57 118,069 DFAC, VFMO, VUSB, BUFR 13F-HR 7/25/2024 000201178024000004
Q1 2024 57 116,984 DFAC, VFMO, VUSB, BUFR 13F-HR 4/10/2024 000201178024000002
Q4 2023 54 104,591 DFAC, VUSB, VFMO, BUFR 13F-HR 2/12/2024 000201178024000001