Lutz Financial Services

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

Portfolio Holdings for Lutz Financial Services

Companies in the Lutz Financial Services portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Total Bond Market ETF (BND) 13.01 686024 +6% 85.35
SPDR DJ Wilshire Large Cap Value (SPYV) 7.11 1.24M -8% 25.84
Vanguard S&p 500 Etf idx fd 6.65 126322 -2% 236.82
SPDR S&P; 500 ETF (SPY) 5.98 104397 -4% 257.75
Vanguard Short-Term Bond ETF (BSV) 5.52 302135 -24% 82.18
iShares S&P; MidCap 400 Index (IJH) 5.44 170282 -29% 143.86
Schwab Strategic Tr 0 5.09 398016 +29% 57.51
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 3.34 286908 +12% 52.36
iShares S&P; 500 Value Index (IVE) 3.32 155187 -10% 96.25
Vanguard Malvern Fds strm infproidx 2.94 271365 -29% 48.72
Vanguard REIT ETF (VNQ) 2.69 173245 -12% 69.85
Sch Us Mid-cap Etf etf 2.45 261896 +4269% 42.16
Vanguard Admiral Fds Inc equity 2.39 115306 -21% 93.30
Vanguard Mid-Cap Value ETF (VOE) 2.35 130174 +370% 81.29
Sch Fnd Intl Lg Etf 2.28 486837 NEW 21.03
iShares S&P; 500 Index (IVV) 1.81 31601 -14% 258.41
iShares S&P; MidCap 400 Value Index (IJJ) 1.79 73582 -18% 109.76
iShares Russell 3000 Value Index (IWW) 1.76 171451 +316% 46.18
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 1.58 81745 -30% 87.09
iShares S&P; SmallCap 600 Index (IJR) 1.46 116784 -26% 56.11
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 1.40 55691 +41% 113.02
Schwab U S Small Cap ETF (SCHA) 1.40 122199 +174% 51.52
Ishares Tr ibnd dec21 etf 1.38 251447 -18% 24.65
Vanguard Admiral Fds Inc equity 1.34 71378 -41% 84.37
SPDR S&P; MidCap 400 ETF (MDY) 1.30 22197 262.87
Vanguard Small-Cap Value ETF (VBR) 1.27 64509 +2315% 88.79
Ishares Inc core msci emkt 1.27 140702 +18% 40.47
SPDR DJ Wilshire Mid Cap Value (MDYV) 1.16 147687 -19% 35.26
iShares Barclays TIPS Bond Fund (TIP) 0.83 31813 -5% 117.91
Vanguard Short Term Corporate Bond ETF (VCSH) 0.83 47375 +404% 79.09
iShares S&P; SmallCap 600 Value Idx (IJS) 0.76 34074 -42% 99.93
iShares Russell 3000 Index (IWV) 0.71 21394 148.31
Vanguard Emerging Markets ETF (VWO) 0.71 94651 +19% 33.55
Vanguard Charlotte Fds intl bd idx etf 0.71 56763 -15% 56.25
Ishares Tr Dec 2020 0.54 96185 -17% 25.21
SPDR DJ Wilshire Small Cap Value (SLYV) 0.53 58271 -25% 40.86
iShares Lehman Aggregate Bond (AGG) 0.43 16593 -8% 115.35
Schwab Strategic Tr us lrg cap etf 0.40 29427 NEW 61.24
Vanguard Mid-Cap ETF (VO) 0.39 13438 -2% 131.64
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 0.39 31973 -15% 54.92
Vanguard Europe Pacific ETF (VEA) 0.38 51173 -71% 33.34
SPDR Barclays Capital Aggregate Bo (LAG) 0.35 51437 30.21
iShares MSCI EAFE Value Index (EFV) 0.30 37911 -69% 35.69
Schwab Strategic Tr us reit etf 0.30 41487 NEW 32.73
Vanguard Total Stock Market ETF (VTI) 0.22 7847 -5% 128.97
iShares MSCI EAFE Index Fund (EFA) 0.21 17917 -63% 53.47
Schwab Strategic Tr us aggregate b 0.19 15450 54.24
Vanguard Total World Stock Idx Fd (VT) 0.17 11885 +25% 62.77
Schwab Strategic Tr sht tm us tres 0.15 13171 -16% 51.70
Vanguard Value ETF (VTV) 0.14 7009 +44% 89.03
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 0.12 4387 -28% 123.55
Invesco Qqq Trust Series 1 0.11 2498 NEW 190.55
Ishares Core Intl Stock Etf core 0.10 10000 47.00
iShares Russell 1000 Value Index (IWD) 0.08 3497 +4% 99.23
Vanguard Intermediate-Term Bond ETF (BIV) 0.08 4045 89.25
iShares Russell 2000 Value Index (IWN) 0.08 4542 82.12
Schwab U S Large Cap Growth ETF (SCHG) 0.08 4373 79.58
Sch Fnd Em Lg Etf schb fdt emk lg 0.08 18310 NEW 20.54
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.06 3137 -15% 86.71
Spdr Index Shs Fds em qual mix 0.06 5999 -83% 46.84
iShares Russell Midcap Index Fund (IWR) 0.05 4719 -2% 43.23

Past Filings by Lutz Financial Services

View past SEC 13F filings by Lutz Financial Services

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