$811 Million is the total value of Lutz Financial Services LLC's 60 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -2,759 | -100.0% | -0.02% | – |
UNP | Exit | UNION PAC CORP | $0 | – | -802 | -100.0% | -0.02% | – |
DFAI | Exit | DIMENSIONAL ETF TRUSTintl core eqt mk | $0 | – | -8,206 | -100.0% | -0.03% | – |
BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -55,496 | -100.0% | -0.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-25
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.