Lutz Financial Services LLC Reduced Holdings in Q1 2025

Lutz Financial Services LLC

  • $1.22 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.15K
- 1.68%
$507.05 - $563.67 $2.1M - $2.34M
244K $125M
MUB
Ishares National Muni Bond ETF

ETFs
-22.1K
- 6.95%
$104.71 - $107.69 $2.31M - $2.37M
295K $31.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-989
- 1.33%
$551.42 - $612.93 $545K - $606K
73.5K $41.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-446
- 0.24%
$102.49 - $119.96 $45.7K - $53.5K
187K $19.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-3.2K
- 1.39%
$58.81 - $68.2 $188K - $218K
226K $13.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-18.6K
- 3.29%
$25.58 - $29.24 $475K - $543K
547K $14.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.11K
- 4.46%
$554.06 - $615.85 $613K - $681K
23.7K $13.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.97K
- 4.41%
$168.16 - $186.21 $499K - $553K
64.3K $11M
AVUV
American Centy ETF Tr Avantis

ETFs
-1.87K
- 2.47%
$84.95 - $100.62 $159K - $188K
73.8K $6.44M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-3.5K
- 2.87%
$89.89 - $100.28 $315K - $351K
118K $10.9M
DFAT
Dimensional ETF Tr U S Target

ETFs
-2.84K
- 1.97%
$50.44 - $58.1 $143K - $165K
141K $7.27M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-97
- 0.5%
$522.96 - $601.18 $50.7K - $58.3K
19.1K $10.2M
IWV
Ishares Russell 3000 ETF

ETFs
-905
- 6.4%
$313.1 - $349.83 $283K - $317K
13.2K $4.21M
IVE
Ishares S&P 500 Value ETF

ETFs
-1.93K
- 1.64%
$185.78 - $198.58 $359K - $384K
116K $22.2M
SPMD
Spdr Portfolio

ETFs
-6.43K
- 38.36%
$50.21 - $57.73 $323K - $371K
10.3K $529K
NVDA
Nvidia Corp

Technology
-769
- 6.66%
$106.98 - $149.43 $82.3K - $115K
10.8K $1.17M
VBR
Vanguard Small Cap Value ETF

ETFs
-377
- 1.53%
$183.02 - $207.75 $69K - $78.3K
24.2K $4.51M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-3.68K
- 0.17%
$49.78 - $53.19 $183K - $196K
2.21M $113M
SUB
Ishares Short Term National Mu

ETFs
-3.09K
- 6.06%
$105.3 - $106.24 $325K - $328K
47.9K $5.06M
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.37K
- 1.87%
$156.61 - $168.02 $214K - $230K
71.8K $11.5M
VB
Vanguard Small Cap ETF

ETFs
-1.06K
- 29.37%
$217.89 - $252.64 $230K - $267K
2.54K $562K
VO
Vanguard Mid Cap ETF

ETFs
-969
- 19.49%
$251.87 - $277.95 $244K - $269K
4K $1.04M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-1.26K
- 1.65%
$179.71 - $192.06 $227K - $242K
75.4K $13.9M
VNQ
Vanguard Specialized Funds Van

ETFs
-3.16K
- 15.13%
$85.55 - $94.34 $270K - $298K
17.7K $1.61M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-2K
- 1.76%
$90.0 - $96.32 $180K - $192K
111K $10.3M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-7.22K
- 6.86%
$48.43 - $49.9 $350K - $360K
98.1K $4.9M
IWN
Ishares Russell2000 Val ETF

ETFs
-834
- 23.71%
$149.27 - $169.4 $124K - $141K
2.68K $405K
MSFT
Microsoft Corp

Technology
-17
- 0.56%
$375.39 - $447.2 $6.38K - $7.6K
3.03K $1.14M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-4.46K
- 3.25%
$39.96 - $43.3 $178K - $193K
133K $5.47M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-5.57K
- 6.05%
$52.31 - $54.02 $292K - $301K
86.6K $4.68M
IWM
Ishares Russell 2000 ETF

ETFs
-80
- 2.15%
$198.1 - $229.79 $15.8K - $18.4K
3.65K $727K
IEMG
Ishares Inc

ETFs
-1.67K
- 1.87%
N/A
87.4K $4.69M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.94K
- 2.23%
$95.85 - $99.25 $474K - $490K
217K $21.5M
VT
Vanguard Total World Stk Index

ETFs
-133
- 3.86%
$115.08 - $123.97 $15.3K - $16.5K
3.32K $384K
WMT
Walmart Inc.

Consumer Defensive
-14
- 0.56%
$84.5 - $105.05 $1.18K - $1.47K
2.5K $219K
JPM
Jpmorgan Chase & CO

Financial Services
-43
- 2.74%
$225.19 - $279.95 $9.68K - $12K
1.53K $374K
MA
Mastercard Inc

Financial Services
-7
- 1.73%
$504.67 - $576.31 $3.53K - $4.03K
397 $217K
LLY
Eli Lilly & CO

Healthcare
-6
- 1.91%
$725.72 - $929.72 $4.35K - $5.58K
308 $254K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-18
- 0.54%
$74.85 - $84.89 $1.35K - $1.53K
3.34K $272K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-383
- 0.48%
$42.5 - $46.71 $16.3K - $17.9K
80.1K $3.62M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-804
- 0.33%
$76.94 - $78.28 $61.9K - $62.9K
245K $19.2M
TIP
Ishares Tr Tips Bd ETF

ETFs
-3.23K
- 2.31%
$106.22 - $111.09 $343K - $358K
136K $15.2M
AVDE
American Centy ETF Tr Avantis

ETFs
-834
- 0.58%
$60.63 - $68.55 $50.6K - $57.2K
144K $9.52M
Activity Summary
Buys All Purchases 32 New Holdings 4 Increased Positions 28 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lutz Financial Services LLC Portfolio

Follow Lutz Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lutz Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lutz Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email