Lutz Financial Services LLC Incresed Positions in Q4 2024

Lutz Financial Services LLC

  • $1.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
42.3K
+ 10.26%
$91.26 - $95.82 $3.86M - $4.06M
455K $41.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
34.2K
+ 5.35%
$77.86 - $79.27 $2.66M - $2.71M
674K $52.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
60.4K
+ 4.51%
$49.79 - $51.14 $3.01M - $3.09M
1.4M $70.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
104K
+ 17.47%
$25.61 - $28.0 $2.65M - $2.9M
697K $18M
MUB
Ishares National Muni Bond ETF

ETFs
16.7K
+ 5.54%
$105.78 - $108.7 $1.76M - $1.81M
317K $33.8M
AVUV
American Centy ETF Tr Avantis

ETFs
10.2K
+ 15.57%
$94.37 - $106.41 $963K - $1.09M
75.7K $7.31M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.71K
+ 0.54%
$78.43 - $87.17 $291K - $323K
695K $55.7M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
13.5K
+ 59.19%
$45.17 - $47.23 $610K - $638K
36.3K $1.65M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
5.4K
+ 9.98%
$100.24 - $101.35 $541K - $547K
59.5K $5.98M
SPMD
Spdr Portfolio

ETFs
7.2K
+ 75.17%
$54.13 - $59.56 $390K - $429K
16.8K $917K
IVV
Ishares Core S&P 500 ETF

ETFs
51
+ 0.21%
$570.51 - $610.59 $29.1K - $31.1K
24.8K $14.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.98K
+ 0.26%
$33.92 - $36.6 $67.1K - $72.4K
773K $26.8M
VEA
Vanguard Ftse Developed Market

ETFs
8.39K
+ 36.13%
$47.57 - $52.44 $399K - $440K
31.6K $1.51M
DUHP
Dimensional ETF Tr Dimensional

ETFs
11.9K
+ 2.59%
$33.62 - $35.69 $401K - $425K
473K $16M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
3.41K
+ 84.28%
$77.23 - $82.11 $263K - $280K
7.46K $580K
NVDA
Nvidia Corp

Technology
845
+ 7.9%
$117.0 - $148.88 $98.9K - $126K
11.5K $1.55M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
582
+ 15.2%
$442.29 - $483.08 $257K - $281K
4.41K $2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
11.3K
+ 5.39%
$96.64 - $101.23 $1.1M - $1.15M
222K $21.5M
IEMG
Ishares Inc

ETFs
3.31K
+ 3.86%
N/A
89K $4.78M
VO
Vanguard Mid Cap ETF

ETFs
562
+ 12.74%
$261.5 - $284.63 $147K - $160K
4.97K $1.31M
AMZN
Amazon Com Inc

Consumer Cyclical
18
+ 0.55%
$180.88 - $232.93 $3.26K - $4.19K
3.29K $721K
DFAS
Dimensional ETF Tr U S Small C

ETFs
854
+ 0.37%
$63.58 - $71.15 $54.3K - $60.8K
230K $14.9M
GOOGL
Alphabet Inc.

Communication Services
197
+ 8.87%
$161.86 - $196.66 $31.9K - $38.7K
2.42K $457K
SCHA
Schwab Strategic Tr Us Small C

ETFs
165K
+ 101.1%
$25.33 - $51.16 $4.18M - $8.44M
328K $8.49M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
8.04K
+ 11.11%
$44.04 - $49.49 $354K - $398K
80.5K $3.54M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
16.5K
+ 9.14%
$26.16 - $28.82 $432K - $476K
197K $5.16M
GOOG
Alphabet Inc.

Communication Services
119
+ 6.34%
$163.08 - $198.16 $19.4K - $23.6K
2K $380K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
377K
+ 200.97%
$27.54 - $83.04 $10.4M - $31.3M
565K $15.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
21.1K
+ 300.0%
$25.93 - $105.3 $546K - $2.22M
28.1K $782K
IWM
Ishares Russell 2000 ETF

ETFs
114
+ 3.16%
$216.13 - $242.4 $24.6K - $27.6K
3.73K $823K
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.52K
+ 199.93%
$25.79 - $80.4 $142K - $443K
8.28K $215K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
508
+ 0.48%
$48.33 - $49.08 $24.6K - $24.9K
105K $5.1M
DFIV
Dimensional ETF Tr

ETFs
86
+ 0.3%
$34.86 - $37.97 $3K - $3.27K
28.6K $1.01M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
210
+ 0.23%
$47.58 - $48.56 $9.99K - $10.2K
90.7K $4.33M
SCHX
Schwab Strategic Tr Us Large C

ETFs
373K
+ 189.56%
$22.4 - $68.28 $8.34M - $25.4M
569K $13.2M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
6.05K
+ 1.27%
$51.54 - $52.55 $312K - $318K
482K $24.9M
VTV
Vanguard Value ETF

ETFs
764
+ 1.42%
$168.32 - $181.87 $129K - $139K
54.7K $9.27M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
433
+ 0.18%
$77.02 - $78.58 $33.3K - $34K
246K $19M
SCHP
Schwab Strategic Us Tips ETF

ETFs
937K
+ 105.68%
$25.74 - $53.78 $24.1M - $50.4M
1.82M $47.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
38.7K
+ 3.58%
$71.75 - $75.11 $2.77M - $2.9M
1.12M $80.5M
AVDE
American Centy ETF Tr Avantis

ETFs
92
+ 0.06%
$60.9 - $66.69 $5.6K - $6.14K
145K $8.87M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
397
+ 0.02%
$51.09 - $55.27 $20.3K - $21.9K
2.21M $113M
Activity Summary
Buys All Purchases 50 New Holdings 7 Increased Positions 43 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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