$814 Million is the total value of Lutz Financial Services LLC's 75 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -2,127 | -100.0% | -0.03% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -2,230 | -100.0% | -0.03% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -8,505 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-07
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.