Lutz Financial Services LLC Reduced Holdings in Q3 2024

Lutz Financial Services LLC

  • $1.23 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGSH
Vanguard

ETFs
-4.2K
- 38.19%
$57.74 - $59.13 $242K - $248K
6.79K $400K
IEMG
Ishares Inc

ETFs
-1.66K
- 1.9%
$53.64 - $53.64 $88.8K - $88.8K
85.7K $4.6M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-3.23K
- 3.35%
$51.45 - $52.96 $166K - $171K
93K $4.91M
LLY
Eli Lilly & CO

Healthcare
-53
- 14.4%
$772.14 - $960.02 $40.9K - $50.9K
315 $279K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.27K
- 2.12%
$48.06 - $49.39 $109K - $112K
105K $5.17M
Spdr Index Shs Fds
-5
- 0.1%
N/A
5.03K $0
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-58
- 1.43%
$50.85 - $53.88 $2.95K - $3.13K
4.01K $215K
VT
Vanguard Total World Stk Index

ETFs
-118
- 3.16%
$107.72 - $119.96 $12.7K - $14.2K
3.62K $432K
META
Meta Platforms, Inc.

Communication Services
-19
- 2.3%
$453.41 - $572.44 $8.61K - $10.9K
806 $461K
IWN
Ishares Russell2000 Val ETF

ETFs
-12
- 0.34%
$150.05 - $171.34 $1.8K - $2.06K
3.53K $588K
VB
Vanguard Small Cap ETF

ETFs
-24
- 0.66%
$214.77 - $237.72 $5.15K - $5.71K
3.59K $852K
SUB
Ishares Short Term National Mu

ETFs
-145
- 0.27%
$104.3 - $106.3 $15.1K - $15.4K
53.7K $5.7M
VO
Vanguard Mid Cap ETF

ETFs
-25
- 0.56%
$237.84 - $263.83 $5.95K - $6.6K
4.41K $1.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-250
- 6.13%
$405.19 - $478.57 $101K - $120K
3.83K $1.76M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-8.75K
- 4.26%
$61.11 - $67.85 $535K - $594K
197K $13.3M
VNQ
Vanguard Specialized Funds Van

ETFs
-913
- 4.09%
$82.97 - $98.97 $75.8K - $90.4K
21.4K $2.09M
IVV
Ishares Core S&P 500 ETF

ETFs
-818
- 3.2%
$520.18 - $576.82 $426K - $472K
24.8K $14.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-204
- 0.28%
$41.9 - $48.26 $8.55K - $9.85K
72.4K $3.46M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-312
- 0.23%
$38.51 - $41.69 $12K - $13K
137K $5.73M
TIP
Ishares Tr Tips Bd ETF

ETFs
-769
- 0.58%
$105.92 - $110.83 $81.5K - $85.2K
132K $14.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-5.03K
- 1.05%
$51.02 - $52.74 $257K - $265K
476K $25.1M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-840
- 1.23%
$162.64 - $179.3 $137K - $151K
67.6K $12.1M
VBR
Vanguard Small Cap Value ETF

ETFs
-93
- 0.37%
$179.99 - $201.6 $16.7K - $18.7K
24.8K $4.97M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-4.59K
- 3.86%
$87.56 - $95.49 $401K - $438K
114K $10.9M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-223
- 0.5%
$95.81 - $109.03 $21.4K - $24.3K
44.1K $4.75M
DFAT
Dimensional ETF Tr U S Target

ETFs
-318
- 0.22%
$51.0 - $57.07 $16.2K - $18.1K
146K $8.12M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.53K
- 0.93%
$46.9 - $51.96 $71.9K - $79.6K
163K $8.41M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-54
- 0.28%
$523.84 - $572.02 $28.3K - $30.9K
19.5K $11.1M
VTV
Vanguard Value ETF

ETFs
-327
- 0.6%
$159.75 - $174.57 $52.2K - $57.1K
54K $9.42M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-2.28K
- 1.82%
$86.19 - $95.75 $196K - $218K
123K $11.8M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-2.02K
- 1.07%
$75.47 - $83.18 $153K - $168K
188K $15.6M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-336
- 0.43%
$175.0 - $190.72 $58.8K - $64.1K
78K $14.9M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-790
- 0.64%
$111.9 - $124.28 $88.4K - $98.2K
123K $15.2M
VOE
Vanguard Mid Cap Value Index F

ETFs
-497
- 0.67%
$149.02 - $167.67 $74.1K - $83.3K
73.4K $12.3M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-1.76K
- 1.04%
$77.23 - $87.97 $136K - $155K
167K $14.5M
IVE
Ishares S&P 500 Value ETF

ETFs
-884
- 0.74%
$181.06 - $197.17 $160K - $174K
118K $23.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
-736
- 0.95%
$517.38 - $573.86 $381K - $422K
77K $44.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-219
- 0.09%
$475.2 - $527.7 $104K - $116K
250K $132M
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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