$814 Million is the total value of Lutz Financial Services LLC's 64 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $202,000 | – | 2,759 | +100.0% | 0.02% | – |
| UNP | New | UNION PAC CORP | $202,000 | – | 802 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-19
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 27 | Q2 2024 | 10.9% |
| SPDR SER TR | 27 | Q2 2024 | 10.3% |
| VANGUARD BD INDEX FDS | 27 | Q2 2024 | 13.0% |
| ISHARES TR | 27 | Q2 2024 | 10.4% |
| SPDR S&P 500 ETF TR | 27 | Q2 2024 | 8.8% |
| VANGUARD BD INDEX FDS | 27 | Q2 2024 | 9.7% |
| SCHWAB STRATEGIC TR | 27 | Q2 2024 | 6.2% |
| ISHARES TR | 27 | Q2 2024 | 6.4% |
| VANGUARD ADMIRAL FDS INC | 27 | Q2 2024 | 6.5% |
| VANGUARD SCOTTSDALE FDS | 27 | Q2 2024 | 4.6% |
View Lutz Financial Services LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-29 |
| N-PX | 2024-07-19 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-07-20 |
View Lutz Financial Services LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.