$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWV | ISHARES TRrussell 3000 etf | $4,393,000 | +8.9% | 15,832 | 0.0% | 0.54% | +3.1% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $1,054,000 | +8.8% | 4,365 | 0.0% | 0.13% | +2.4% | |
| IWN | ISHARES TRrus 2000 val etf | $754,000 | +3.6% | 4,542 | 0.0% | 0.09% | -2.1% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $693,000 | +9.5% | 2,319 | 0.0% | 0.08% | +3.7% | |
| IWD | ISHARES TRrus 1000 val etf | $642,000 | +7.2% | 3,825 | 0.0% | 0.08% | +1.3% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $235,000 | +9.8% | 1,064 | 0.0% | 0.03% | +3.6% |
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 BD INDEX FDS | 24 | Q3 2023 | 13.0% |
| VANGUARD INDEX FDS | 24 | Q3 2023 | 10.6% |
| ISHARES TR | 24 | Q3 2023 | 10.4% |
| SPDR SER TR | 24 | Q3 2023 | 10.3% |
| SPDR S&P 500 ETF TR | 24 | Q3 2023 | 8.8% |
| VANGUARD BD INDEX FDS | 24 | Q3 2023 | 9.7% |
| SCHWAB STRATEGIC TR | 24 | Q3 2023 | 6.2% |
| ISHARES TR | 24 | Q3 2023 | 6.4% |
| VANGUARD ADMIRAL FDS INC | 24 | Q3 2023 | 6.5% |
| VANGUARD MALVERN FDS | 24 | Q3 2023 | 5.5% |
View Lutz Financial Services LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-19 |
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.