$732 Million is the total value of Lutz Financial Services LLC's 71 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| STPZ | New | PIMCO ETF TR1-5 us tip idx | $1,526,000 | – | 30,888 | +100.0% | 0.21% | – |
| AAPL | New | APPLE INC | $1,311,000 | – | 9,488 | +100.0% | 0.18% | – |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $1,193,000 | – | 18,034 | +100.0% | 0.16% | – |
| MSFT | New | MICROSOFT CORP | $606,000 | – | 2,601 | +100.0% | 0.08% | – |
| AMZN | New | AMAZON COM INC | $356,000 | – | 3,148 | +100.0% | 0.05% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $214,000 | – | 2,230 | +100.0% | 0.03% | – |
| JNJ | New | JOHNSON & JOHNSON | $210,000 | – | 1,287 | +100.0% | 0.03% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $203,000 | – | 2,127 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-24
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.