Lutz Financial Services

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

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Positions held by Lutz Financial Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lutz Financial Services

Companies in the Lutz Financial Services portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 10.4 $84M +5% 203k 415.17
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 10.3 $84M +4% 2.0M 41.75
Ishares Tr Core S&p Mcp Etf (IJH) 7.9 $64M +5% 238k 268.34
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.6 $61M 770k 79.54
Schwab Strategic Tr Us Tips Etf (SCHP) 6.2 $50M +3% 825k 60.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.6 $37M -2% 83k 451.64
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.3 $35M -2% 451k 78.09
Ishares Tr Shrt Nat Mun Etf (SUB) 4.1 $34M +35% 321k 104.60
Spdr Ser Tr S&p 400 Mdcp Val (MDYV) 4.1 $33M +7% 474k 70.38
Ishares Tr Ishs 1-5yr Invs (IGSB) 3.0 $24M +17% 464k 51.72
Ishares Tr S&p 500 Val Etf (IVE) 2.6 $21M 135k 155.72
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.3 $19M +3% 239k 77.90
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $18M +8% 164k 107.88
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.0 $16M 273k 59.26

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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 1.8 $15M 99k 150.70
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 1.8 $15M +8% 179k 83.33
Ishares Tr S&p Mc 400vl Etf (IJJ) 1.8 $15M 134k 109.64
Dimensional Etf Trust Us Small Cap Etf (DFAS) 1.6 $13M +5% 229k 56.06
Ishares Tr Core S&p500 Etf (IVV) 1.6 $13M +2% 28k 453.67
Vanguard Admiral Fds Midcp 400 Val (IVOV) 1.5 $12M 74k 167.54
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $12M +2% 160k 75.86
Vanguard Index Fds Real Estate Etf (VNQ) 1.4 $12M -20% 107k 108.37
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.4 $11M +2% 219k 51.21
Ishares Tr National Mun Etf (MUB) 1.4 $11M +4% 102k 109.64
Ishares Tr Core S&p Us Vlu (IUSV) 1.4 $11M 145k 75.87
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.2 $9.9M 20k 490.44
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.2 $9.8M +3% 66k 149.67
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.9 $7.1M +8% 153k 46.58
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $6.4M +17% 60k 107.10
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $5.8M +67% 123k 47.36
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.7 $5.4M +19% 40k 134.63
Ishares Core Msci Emkt (IEMG) 0.6 $5.2M 95k 55.55
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $5.0M -13% 28k 175.94
Ishares Tr Sp Smcp600vl Etf (IJS) 0.6 $4.9M 48k 102.39
Ishares Tr Russell 3000 Etf (IWV) 0.5 $4.0M -3% 15k 262.37
Ishares Tr Tips Bd Etf (TIP) 0.5 $3.8M +5% 31k 124.57
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $3.8M +159% 70k 53.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $3.5M -2% 77k 46.13
Schwab Strategic Tr Us Reit Etf (SCHH) 0.2 $1.6M +99% 66k 24.88
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.2 $1.5M 53k 27.79
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $1.5M -9% 17k 86.04
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.2 $1.3M 24k 54.86
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.2 $1.3M 39k 32.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.1M +11% 4.9k 227.74
Dimensional Etf Trust Internatnal Val (DFIV) 0.1 $1.0M 31k 33.46
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $776k -19% 15k 50.55
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $733k 4.5k 161.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $704k -13% 2.0k 352.71
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $699k 2.9k 237.92
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $675k +7% 14k 49.53
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $663k +23% 6.5k 101.30
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $635k 3.8k 166.01
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $561k +100% 7.5k 74.78
Vanguard Index Fds Value Etf (VTV) 0.1 $464k 3.1k 147.77
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $340k 2.8k 120.91
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $333k 4.3k 78.06
Spdr Index Shs Fds Msci Emrg Mkts (QEMM) 0.0 $332k 5.2k 64.06
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $269k -57% 5.6k 47.95
Vanguard Index Fds Large Cap Etf (VV) 0.0 $222k 1.1k 208.65
Ishares Tr Morningstr Us Eq (ILCB) 0.0 $210k 3.3k 62.76

Past Filings by Lutz Financial Services

SEC 13F filings are viewable for Lutz Financial Services going back to 2017

View all past filings