Lutz Financial Services LLC Incresed Positions in Q3 2024

Lutz Financial Services LLC

  • $1.23 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.42K
+ 0.2%
$48.51 - $52.86 $215K - $234K
2.21M $117M
BND
Vanguard Bd Index Fd Inc Total

ETFs
44K
+ 4.24%
$71.45 - $75.64 $3.14M - $3.33M
1.08M $81.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.7K
+ 0.89%
$57.32 - $62.65 $728K - $796K
1.45M $90.2M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
14.9K
+ 2.21%
$71.9 - $79.86 $1.07M - $1.19M
691K $54.9M
MBB
Ishares Tr

ETFs
40.7K
+ 10.95%
$90.85 - $96.66 $3.7M - $3.94M
413K $39.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
57.5K
+ 4.49%
$49.93 - $51.15 $2.87M - $2.94M
1.34M $68.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
27.7K
+ 4.52%
$76.94 - $79.54 $2.13M - $2.2M
640K $50.8M
SCHP
Schwab Strategic Us Tips ETF

ETFs
33.3K
+ 3.9%
$51.58 - $53.79 $1.72M - $1.79M
887K $47.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.43K
+ 1.84%
$105.53 - $118.34 $362K - $406K
190K $22.2M
MUB
Ishares National Muni Bond ETF

ETFs
11.7K
+ 4.03%
$106.13 - $108.7 $1.24M - $1.27M
301K $32.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
20.3K
+ 3.54%
$25.36 - $28.37 $515K - $576K
593K $16.7M
DUHP
Dimensional ETF Tr Dimensional

ETFs
14K
+ 3.14%
$30.74 - $34.07 $431K - $478K
461K $15.7M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
12.2K
+ 29.16%
$98.99 - $101.51 $1.21M - $1.24M
54.1K $5.48M
DFAS
Dimensional ETF Tr U S Small C

ETFs
777
+ 0.34%
$59.25 - $65.33 $46K - $50.8K
229K $14.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.2K
+ 1.06%
$96.25 - $101.98 $212K - $224K
211K $21.3M
AVDE
American Centy ETF Tr Avantis

ETFs
1.02K
+ 0.71%
$60.09 - $67.67 $61.2K - $68.9K
144K $9.68M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.11K
+ 0.87%
$76.38 - $78.87 $161K - $167K
246K $19.3M
AVUV
American Centy ETF Tr Avantis

ETFs
2.33K
+ 3.69%
$88.24 - $99.7 $206K - $233K
65.5K $6.29M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
8.08K
+ 9.8%
$47.18 - $48.74 $381K - $394K
90.5K $4.41M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.59K
+ 5.0%
$25.21 - $28.46 $217K - $244K
181K $5.08M
AAPL
Apple Inc.

Technology
345
+ 5.71%
$207.23 - $234.82 $71.5K - $81K
6.39K $1.49M
VEA
Vanguard Ftse Developed Market

ETFs
2.65K
+ 12.9%
$47.6 - $53.31 $126K - $141K
23.2K $1.23M
NVDA
Nvidia Corp

Technology
1.19K
+ 12.53%
$98.91 - $134.91 $118K - $161K
10.7K $1.3M
VTI
Vanguard Total Stock Market Et

ETFs
190
+ 5.47%
$255.18 - $283.2 $48.5K - $53.8K
3.66K $1.04M
AMZN
Amazon Com Inc

Consumer Cyclical
217
+ 7.11%
$161.02 - $200.0 $34.9K - $43.4K
3.27K $609K
JPM
Jpmorgan Chase & CO

Financial Services
27
+ 1.73%
$194.9 - $224.8 $5.26K - $6.07K
1.59K $334K
AVGO
Broadcom Inc.

Technology
1.21K
+ 867.14%
$136.27 - $1745.86 $165K - $2.12M
1.35K $233K
GOOGL
Alphabet Inc.

Communication Services
209
+ 10.39%
$148.65 - $191.18 $31.1K - $40K
2.22K $368K
GOOG
Alphabet Inc.

Communication Services
167
+ 9.76%
$149.54 - $192.66 $25K - $32.2K
1.88K $313K
MSFT
Microsoft Corp

Technology
31
+ 1.0%
$395.15 - $467.56 $12.2K - $14.5K
3.12K $1.34M
Activity Summary
Buys All Purchases 32 New Holdings 1 Increased Positions 31 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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