Lutz Financial Services

Latest statistics and disclosures from Lutz Financial Services's latest quarterly 13F-HR filing:

Companies in the Lutz Financial Services portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Total Bond Market ETF (BND) 9.24 571025 +11% 84.43
iShares S&P; MidCap 400 Index (IJH) 8.70 235018 193.23
SPDR DJ Wilshire Large Cap Value (SPYV) 7.75 1.26M +5% 31.96
Vanguard Short-Term Bond ETF (BSV) 6.65 429217 -14% 80.79
SPDR S&P; 500 ETF (SPY) 6.30 110699 296.77
Vanguard S&p 500 Etf idx fd 6.11 116961 272.60
iShares S&P; 500 Value Index (IVE) 4.02 176155 119.14
Vanguard Malvern Fds strm infproidx 3.94 419137 -14% 49.05
Vanguard REIT ETF (VNQ) 3.49 195272 93.25
Vanguard Admiral Fds Inc equity 3.37 152913 -8% 114.96
Vanguard Admiral Fds Inc equity 3.21 135620 -9% 123.38
iShares S&P; MidCap 400 Value Index (IJJ) 2.82 91938 159.90
Schwab Strategic Tr 0 2.60 238770 +60% 56.76
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 2.32 132720 -19% 91.24
iShares S&P; 500 Index (IVV) 2.31 40323 -2% 298.51
iShares S&P; SmallCap 600 Index (IJR) 2.26 151448 -8% 77.84
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 2.01 195390 +84% 53.67
iShares S&P; SmallCap 600 Value Idx (IJS) 1.71 59500 150.18
Vanguard Europe Pacific ETF (VEA) 1.58 200963 -15% 41.08
Ishares Tr ibnd dec21 etf 1.55 323656 -6% 25.00
SPDR S&P; MidCap 400 ETF (MDY) 1.54 22744 352.49
SPDR DJ Wilshire Mid Cap Value (MDYV) 1.21 122741 +44% 51.32
iShares MSCI EAFE Value Index (EFV) 1.13 124210 47.37
Ishares Inc core msci emkt 1.11 117936 +5% 49.02
SPDR DJ Wilshire Small Cap Value (SLYV) 0.82 70245 +14% 61.26
iShares Barclays TIPS Bond Fund (TIP) 0.78 35003 +7% 116.28
ISHARES TR MSCI Small Cap msci small cap 0.77 70585 57.24
Vanguard Charlotte Fds intl bd idx etf 0.75 66453 58.82
iShares Russell 3000 Index (IWV) 0.71 21394 173.79
Schwab International Equity ETF (SCHF) 0.67 109552 +3% 31.86
Ishares Tr Dec 2020 0.66 134799 -34% 25.37
iShares MSCI EAFE Index Fund (EFA) 0.61 48644 65.21
Vanguard Emerging Markets ETF (VWO) 0.60 78376 NEW 40.25
Vanguard Mid-Cap Value ETF (VOE) 0.60 27519 +10% 113.01
Schwab U S Small Cap ETF (SCHA) 0.59 44471 +131% 69.73
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.55 25040 +77% 114.10
iShares Russell 3000 Value Index (IWW) 0.45 40756 57.81
Vanguard Mid-Cap ETF (VO) 0.44 13708 167.57
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 0.42 37787 -4% 57.93
iShares Lehman Aggregate Bond (AGG) 0.40 18295 +12% 113.15
Spdr Index Shs Fds em qual mix 0.40 36691 57.37
SPDR Barclays Capital Aggregate Bo (LAG) 0.29 50708 +14% 29.64
Vanguard Total Stock Market ETF (VTI) 0.24 8251 151.01
Ishares Tr cmn 0.19 9899 -4% 100.21
Schwab Strategic Tr schwb fdt int sc 0.17 28253 30.72
Schwab Strategic Tr sht tm us tres 0.16 16112 +5% 50.58
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.15 6159 127.46
Vanguard Short Term Corporate Bond ETF (VCSH) 0.15 9557 +2% 81.09
Schwab Strategic Tr us aggregate b 0.15 14498 +3% 53.87
Vanguard Total World Stock Idx Fd (VT) 0.14 9447 74.84
Vanguard Dividend Appreciation ETF (VIG) 0.11 4602 119.51
Ishares Core Intl Stock Etf core 0.11 10000 57.80
iShares Russell 2000 Value Index (IWN) 0.10 4542 119.33
Vanguard Value ETF (VTV) 0.10 4846 111.64
Ishares Msci Usa Quality Facto invalid 0.10 5686 92.33
iShares Russell 1000 Value Index (IWD) 0.08 3357 128.39
SPDR DJ Wilshire Mid Cap (EMM) 0.08 11738 -9% 33.91
Vanguard Small-Cap Value ETF (VBR) 0.07 2670 +26% 128.84
Vanguard Large-Cap ETF (VV) 0.07 2582 +2% 136.33
Vanguard Admiral Fds Inc cmn 0.07 2710 130.63
Schwab U S Large Cap Growth ETF (SCHG) 0.07 4454 83.97
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.06 3962 -15% 84.81
Sch Us Mid-cap Etf etf 0.06 5939 +52% 56.58
Berkshire Hathaway (BRK.B) 0.05 1300 -7% 207.69
iShares Russell Midcap Index Fund (IWR) 0.05 4803 56.01
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.05 2760 101.81

Past 13F-HR SEC Filings by Lutz Financial Services

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