$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IWV | ISHARES TRrussell 3000 etf | $3,158,000 | -4.8% | 15,253 | 0.0% | 0.43% | -2.0% | |
| IWM | ISHARES TRrussell 2000 etf | $664,000 | -2.6% | 4,028 | 0.0% | 0.09% | +1.1% | |
| IWN | ISHARES TRrus 2000 val etf | $586,000 | -5.2% | 4,542 | 0.0% | 0.08% | -2.4% | |
| IWD | ISHARES TRrus 1000 val etf | $520,000 | -6.3% | 3,825 | 0.0% | 0.07% | -4.1% | |
| IWR | ISHARES TRrus mid cap etf | $266,000 | -4.0% | 4,278 | 0.0% | 0.04% | -2.7% | |
| EFA | ISHARES TRmsci eafe etf | $241,000 | -10.4% | 4,306 | 0.0% | 0.03% | -8.3% | |
| DLN | WISDOMTREE TRus largecap divd | $224,000 | -6.3% | 4,046 | 0.0% | 0.03% | -3.1% |
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 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.