Schulz-Wealth
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "DUK", null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, null, "MMC", "MA", "MSFT", null, null, "VGIT", null, "VGSH", "AAPL", "SPY", "RSG", "SPLG", null, "TSM", "AMZN", "VUG", "VXUS", "VUSB", "WMT", null, "OKTA", "BRK-B", "COST", "CFR", "CYBR", "DFAC", "RSP", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-29
- Total Holdings
- 63
- Total Value
- 131121515
- Accession Number
- 0002011780-25-000002
- Form Type
- 13F-HR
- Manager Name
- Schulz-Wealth
Data Enrichment
38% identified24 identified39 unidentified
Holdings
63 positions • $131.1M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip45782C656)✕ | 5.6K | All Managers (Combined) | $215.7K | 0.2% ($215.7K/$131.1M) | ||
MICROSOFT CORP(MSFTcusip594918104) | 549 | QoQ -3.00% (-17)YoY +0.36% (-2) | All Managers (Combined) | $206.1K | 0.2% ($206.1K/$131.1M) | |
(cusip45782C276)✕ | 3.4K | QoQ 0.00% (-0)YoY NEW(+3.4K) | All Managers (Combined) | $204.1K | 0.2% ($204.1K/$131.1M) | YoY NEW(+$204.1K) |