0002011780-24-000001.txt : 20240212 0002011780-24-000001.hdr.sgml : 20240212 20240212155824 ACCESSION NUMBER: 0002011780-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240212 DATE AS OF CHANGE: 20240212 EFFECTIVENESS DATE: 20240212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Schulz Wealth, LTD. CENTRAL INDEX KEY: 0002011780 ORGANIZATION NAME: IRS NUMBER: 471178525 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23714 FILM NUMBER: 24619723 BUSINESS ADDRESS: STREET 1: 1752 BROAD PARK CIR N STREET 2: STE 110 CITY: MANSFIELD STATE: TX ZIP: 76063-7829 BUSINESS PHONE: 8174054014 MAIL ADDRESS: STREET 1: 1752 BROAD PARK CIR N STREET 2: STE 110 CITY: MANSFIELD STATE: TX ZIP: 76063-7829 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002011780 XXXXXXXX 12-31-2023 12-31-2023 Schulz Wealth, LTD.

1752 BROAD PARK CIR N STE 110 MANSFIELD TX 76063-7829

13F HOLDINGS REPORT 028-23714 000172194 801-113536 N Robert Schulz 8174054014 Robert Schulz Mansfield X1 02-12-2024 0 54 104591671 false INFORMATION TABLE 2 123123.xml 12/31/2023 13 FILING AMAZON COM INC COM 023135106 398083 2620 SH SOLE 0 2620 0 0 AMERICAN CENTY ETF TR INTL SMCP VLU 025072802 2841295 45468 SH SOLE 0 45468 0 0 APPLE INC COM 037833100 699461 3633 SH SOLE 0 3633 0 0 COSTCO WHSL CORP NEW COM 22160K105 234988 356 SH SOLE 0 356 0 0 CULLEN FROST BANKERS INC COM 229899109 214376 1976 SH SOLE 0 1976 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 350480 1600 SH SOLE 0 1600 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 17707505 605799 SH SOLE 0 605799 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 485622 19456 SH SOLE 0 19456 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 243085 2505 SH SOLE 0 2505 0 0 FIRST TR EXCHANGE-TRADED FD FT CBOE VEST S&P 33739Q705 749360 14500 SH SOLE 0 14500 0 0 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST U S 33740F441 1183082 35956 SH SOLE 0 35956 0 0 FIRST TR EXCHNG TRADED FD VI VEST US BUFFER 33740F862 319636 7867 SH SOLE 0 7867 0 0 FIRST TR EXCHNG TRADED FD VI CBOE EQT BUFER 33740F847 429815 10110 SH SOLE 0 10110 0 0 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740U208 1840769 44228 SH SOLE 0 44228 0 0 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQ 33740F755 8786885 330707 SH SOLE 0 329605 0 1102 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST US 33740F680 884175 24269 SH SOLE 0 24269 0 0 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST US 33740U307 4826949 119954 SH SOLE 0 119954 0 0 FIRST TR EXCHNG TRADED FD VI VEST US EQT DEP 33740F672 222448 6118 SH SOLE 0 6118 0 0 FIRST TR EXCHNG TRADED FD VI VEST US EQTY BUF 33740F664 525287 13507 SH SOLE 0 13507 0 0 FIRST TR EXCHNG TRADED FD VI FT CBOE DEEP BFR 33740U406 1011687 28293 SH SOLE 0 28293 0 0 FIRST TR EXCHNG TRADED FD VI FT CBOE EQTY BFR 33740U505 6339384 162590 SH SOLE 0 162590 0 0 FIRST TR EXCHNG TRADED FD VI CBOE VEST FD DEP 33740U703 674349 29707 SH SOLE 0 29707 0 0 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST MAR 33740F599 1438589 38105 SH SOLE 0 38105 0 0 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST US 33740F615 596819 17629 SH SOLE 0 17629 0 0 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740F516 828554 24030 SH SOLE 0 23207 0 823 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST US 33740F482 1118920 33496 SH SOLE 0 33496 0 0 FIRST TR EXCHNG TRADED FD VI FT CBOE US EQ MD 33740F458 1079823 32987 SH SOLE 0 32987 0 0 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740F433 877014 27586 SH SOLE 0 27586 0 0 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST U S 33740U661 1962885 61187 SH SOLE 0 61187 0 0 FIRST TR EXCHNG TRADED FD VI FT US EQ MOD BUF 33740U653 206876 6555 SH SOLE 0 6555 0 0 FIRST TR EXCHNG TRADED FD VI FT CBOE EQ MODER 33740U711 1837932 58144 SH SOLE 0 58144 0 0 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST US 33740U687 3741064 118015 SH SOLE 0 118015 0 0 INNOVATOR ETFS TR PREMIUM INC 15 B 45783Y434 710360 29500 SH SOLE 0 29500 0 0 INNOVATOR ETFS TR PREM INC 20 BARR 45783Y582 474314 19000 SH SOLE 0 19000 0 0 INNOVATOR ETFS TR US EQTY PWR BUF 45782C318 1101450 34995 SH SOLE 0 34995 0 0 INNOVATOR ETFS TR US EQTY BUFR JUL 45782C789 320419 8515 SH SOLE 0 8515 0 0 INNOVATOR ETFS TR US EQTY PWR BUF 45782C813 539991 14921 SH SOLE 0 14921 0 0 INNOVATOR ETFS TR US EQTY PWR BUF 45782C508 1009949 27120 SH SOLE 0 27120 0 0 INNOVATOR ETFS TR US EQTY BUFR JAN 45782C409 1295556 31710 SH SOLE 0 31710 0 0 INNOVATOR ETFS TR US EQT PWR BUF 45782C870 507185 15515 SH SOLE 0 14665 0 850 INNOVATOR ETFS TR US EQTY PWR BF 45782C680 929855 27865 SH SOLE 0 27865 0 0 INNOVATOR ETFS TR US EQT ULTRA BF 45782C672 224863 7315 SH SOLE 0 7315 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 337692 2140 SH SOLE 0 2140 0 0 MARSH & MCLENNAN COS INC COM 571748102 215048 1135 SH SOLE 0 1135 0 0 MICROSOFT CORP COM 594918104 205694 547 SH SOLE 0 547 0 0 OKTA INC CL A 679295105 206771 2284 SH SOLE 0 2284 0 0 REPUBLIC SVCS INC COM 760759100 234172 1420 SH SOLE 0 1420 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 242408 510 SH SOLE 0 510 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 250120 2405 SH SOLE 0 2405 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 12407932 250970 SH SOLE 0 250970 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 432077 1821 SH SOLE 0 1821 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 7349850 126809 SH SOLE 0 126409 0 400 VANGUARD WELLINGTON FD US MOMENTUM 921935508 10688577 81411 SH SOLE 0 81411 0 0 WALMART INC COM 931142103 250191 1587 SH SOLE 0 1587 0 0