StockDriftsStockDriftsTop 50 Schulz Wealth, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 22.81% | 899.1K | $35.6M | +2.76%(+24.16K) | $30.06(+37.81%) | 2025-12-31 | |
| VXUS | VANGUARD STAR FDS | 8.28% | 171.3K | $12.9M | -0.86%(-1.48K) | $58.40(+41.51%) | 2025-12-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 7.14% | 325.2K | $11.1M | -7.16%(-25.09K) | $26.62(+32.33%) | 2025-12-31 | |
| VUSB | VANGUARD BD INDEX FDS | 5.67% | 177.5K | $8.8M | +4.61%(+7.82K) | $49.35(+0.81%) | 2025-12-31 | |
| AVDV | AMERICAN CENTY ETF TR | 5.09% | 84.5K | $7.9M | +2.46%(+2.03K) | $67.86(+56.70%) | 2025-12-31 | |
| FDEC | FIRST TR EXCHNG TRADED FD VI | 4.86% | 148.3K | $7.6M | -1.47%(-2.21K) | $37.09(+40.97%) | 2025-12-31 | |
| GJAN | FIRST TR EXCHNG TRADED FD VI | 3.54% | 129.0K | $5.5M | -4.13%(-5.55K) | $35.59(+22.44%) | 2025-12-31 | |
| FSEP | FIRST TR EXCHNG TRADED FD VI | 3.37% | 102.1K | $5.3M | -3.67%(-3.89K) | $38.69(+36.35%) | 2025-12-31 | |
| GAPR | FIRST TR EXCHNG TRADED FD VI | 2.83% | 110.3K | $4.4M | -1.07%(-1.19K) | $33.44(+21.54%) | 2025-12-31 | |
| GJUL | FIRST TR EXCHNG TRADED FD VI | 2.68% | 101.1K | $4.2M | +0.00%(+0) | $33.31(+26.83%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.41% | +45.85% |
| Top 20 Holdings Unweighted | +12.41% | +42.06% |
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