Schulz Wealth, LTD.
CIK 2011780 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $156.1M
- Posisi
- 62
- Per tanggal
- 31 Des. 2025 Data per Q4 2025
#7.253 dari 9.443 berdasarkan nilai 13F · top 76.8%
Nilai portofolio QoQ: +3.2% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 66,26%
- Bobot 25 kepemilikan teratas
- 88,08%
- Posisi di atas 1%
- 22
- Jumlah posisi efektif
- 12,5
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q4 2025: 2,15% Perkiraan pembelian $4.644.554 · penjualan $3.305.890
Kepemilikan median: 5,0 kuartal Dilacak Q4 2024–Q4 2025 · 87,3% masih dipegang
- Posisi baru
- 1
- Meningkat
- 14
- Menurun
- 21
- Tertutup
- 3
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
1,8%
Retail
0,8%
Utilities
0,2%
Industrials
0,2%
Financial Services
0,1%
Lainnya/Tidak terpetakan
96,8%
Portofolio lengkap 62 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $35.594.264 | 22,81% | 899.072 | $1.848.947 | Naik ×4 | ||
| VXUS Vanguard Total International Stock ETF | $12.919.264 | 8,28% | 171.252 | $230.549 | Turun ×1 | ||
| BUFR | $11.140.975 | 7,14% | 325.189 | $-565.282 | Turun ×1 | ||
| VUSB | $8.845.354 | 5,67% | 177.475 | $363.252 | Naik ×2 | ||
| AVDV | $7.940.405 | 5,09% | 84.499 | $597.923 | Naik ×4 | ||
| FDEC | $7.591.126 | 4,86% | 148.314 | $179.423 | Turun ×4 | ||
| GJAN | $5.521.236 | 3,54% | 129.031 | $-86.743 | Turun ×2 | ||
| FSEP | $5.261.853 | 3,37% | 102.053 | $-92.506 | Turun ×4 | ||
| GAPR | $4.412.010 | 2,83% | 110.319 | $35.734 | Turun ×1 | ||
| GJUL | $4.178.327 | 2,68% | 101.095 | $77.914 | |||
| GNOV | $3.881.280 | 2,49% | 97.716 | $40.966 | Turun ×4 | ||
| GSEP | $3.749.257 | 2,40% | 96.780 | $-49.794 | Turun ×3 | ||
| DFCF | $3.427.612 | 2,20% | 80.536 | $451.986 | Naik ×4 | ||
| GAUG | $2.987.922 | 1,91% | 76.106 | $30.937 | Turun ×1 | ||
| VGSH Vanguard Short-Term Treasury ETF | $2.751.089 | 1,76% | 46.843 | $-51.583 | Turun ×1 | ||
| GJUN | $2.243.170 | 1,44% | 56.646 | $40.774 | |||
| ZALT | $2.175.090 | 1,39% | 66.782 | $802.242 | Naik ×1 | ||
| FJUL | $1.884.810 | 1,21% | 33.708 | $-204.234 | Turun ×3 | ||
| GMAY | $1.814.043 | 1,16% | 43.931 | $-24.428 | Turun ×2 | ||
| FMAR | $1.808.654 | 1,16% | 38.105 | $40.963 | |||
| BJAN | $1.768.869 | 1,13% | 32.130 | $65.478 | |||
| GOCT | $1.652.734 | 1,06% | 42.065 | $726.395 | Naik ×1 | ||
| GMAR | $1.493.123 | 0,96% | 36.471 | $-16.121 | Turun ×1 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $1.221.853 | 0,78% | 20.388 | $62 | Naik ×4 | ||
| KNG | $1.190.659 | 0,76% | 24.225 | $-3.876 | |||
| PMAY | $1.024.946 | 0,66% | 25.889 | $-61.741 | Turun ×3 | ||
| PAUG | $953.014 | 0,61% | 22.035 | $-26.557 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $897.954 | 0,58% | 3.303 | $61.240 | Naik ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $889.554 | 0,57% | 2.925 | $492.962 | Naik ×1 | ||
| PJAN | $812.976 | 0,52% | 17.290 | $-91.704 | Turun ×1 | ||
| CYBR CyberArk Software Ltd. - Ordinary Shares | $713.696 | 0,46% | 1.600 | $-59.344 | |||
| SPY SPY | $708.127 | 0,45% | 1.037 | $17.338 | |||
| LOCT | $707.197 | 0,45% | 29.500 | $4.802 | |||
| VOO | $663.079 | 0,42% | 1.057 | Naik ×1 | |||
| FNOV | $651.106 | 0,42% | 11.875 | $-29.853 | Turun ×1 | ||
| FOCT | $630.648 | 0,40% | 12.873 | $19.052 | |||
| PAPR | $606.947 | 0,39% | 15.515 | $11.792 | |||
| DDEC | $582.878 | 0,37% | 12.927 | $-16.771 | Turun ×1 | ||
| PJUL | $580.421 | 0,37% | 12.501 | $8.369 | Turun ×3 | ||
| DMAR | $558.881 | 0,36% | 13.417 | $11.867 | |||
| AMZN Amazon.com, Inc. - Common Stock | $552.583 | 0,35% | 2.394 | $30.006 | Naik ×1 | ||
| IWF | $521.225 | 0,33% | 1.101 | $5.385 | |||
| SDVD | $508.602 | 0,33% | 23.700 | $-3.792 | |||
| JULH | $483.678 | 0,31% | 19.000 | $8.108 | |||
| WMT Walmart Inc. - Common Stock | $469.178 | 0,30% | 4.209 | $35.398 | |||
| RSP | $409.938 | 0,26% | 2.140 | $3.980 | |||
| DFEM | $389.087 | 0,25% | 11.762 | $11.880 | |||
| VUG | $357.114 | 0,23% | 732 | $6.039 | |||
| GFEB | $346.236 | 0,22% | 8.337 | $8.004 | |||
| FAUG | $330.779 | 0,21% | 6.247 | $-54.757 | Turun ×1 | ||
| SPYM | $329.681 | 0,21% | 4.110 | $9.515 | Naik ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $316.818 | 0,20% | 655 | $-20.367 | Naik ×3 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $293.611 | 0,19% | 2.505 | $-16.383 | |||
| COST Costco Wholesale Corporation - Common Stock | $285.435 | 0,18% | 331 | $-20.949 | |||
| VTV | $285.260 | 0,18% | 1.494 | $35.209 | Naik ×1 | ||
| RSG Republic Services, Inc. Common Stock | $277.628 | 0,18% | 1.310 | $-22.991 | |||
| VTI | $261.512 | 0,17% | 780 | $-13.404 | Turun ×3 | ||
| BJUL | $260.160 | 0,17% | 5.125 | $5.650 | |||
| PSEP | $245.479 | 0,16% | 5.615 | $4.315 | |||
| BUFD | $243.655 | 0,16% | 8.628 | $5.177 | |||
| BRKB | $234.235 | 0,15% | 466 | $2.975 | Naik ×1 | ||
| MA Mastercard Incorporated Common Stock | $227.210 | 0,15% | 398 | $824 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| VOO | $663.079 | 1.057 | 0,42% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| DFAC | Beli lebih banyak | +24K | +$1.8M |
| ZALT | Beli lebih banyak | +24K | +$802K |
| GOCT | Beli lebih banyak | +18K | +$726K |
| AVDV | Beli lebih banyak | +2K | +$598K |
| BUFR | Dipangkas | -25K | -$565K |
| TSM | Beli lebih banyak | +2K | +$493K |
| DFCF | Beli lebih banyak | +11K | +$452K |
| VUSB | Beli lebih banyak | +8K | +$363K |
| VXUS | Dipangkas | -1K | +$231K |
| FJUL | Dipangkas | -4K | -$204K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| VFMO | 30 Juni 2025 | 86.511 | $13.124.565 | Tidak lagi dilacak |
| GDEC | 30 Sep. 2025 | 12.544 | $440.996 | Tidak lagi dilacak |
| DSEP | 31 Maret 2025 | 9.934 | $402.793 | Tidak lagi dilacak |
| CFR | 30 Sep. 2025 | 1.985 | $255.152 | 30,2% |
| MRSH | 31 Des. 2025 | 1.135 | $228.737 | 1,5% |
| DOCT | 31 Des. 2025 | 4.991 | $215.627 | Tidak lagi dilacak |
| OKTA | 31 Des. 2025 | 2.284 | $209.443 | 58,5% |
| NJUL | 30 Juni 2025 | 3.400 | $204.091 | Tidak lagi dilacak |
| VBR | 30 Sep. 2025 | 1.039 | $202.661 | Tidak lagi dilacak |