Lutz Financial Services LLC Reduced Holdings in Q4 2024

Lutz Financial Services LLC

  • $1.24 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
-200
- 0.17%
$189.5 - $206.17 $37.9K - $41.2K
118K $22.6M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-1.36K
- 1.74%
$184.21 - $199.29 $251K - $271K
76.7K $14.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.99K
- 1.57%
$113.92 - $127.38 $341K - $381K
187K $21.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
-2.48K
- 3.22%
$567.81 - $607.81 $1.41M - $1.51M
74.5K $43.7M
VOE
Vanguard Mid Cap Value Index F

ETFs
-200
- 0.27%
$160.89 - $176.18 $32.2K - $35.2K
73.2K $11.8M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-953
- 0.83%
$91.94 - $100.02 $87.6K - $95.3K
113K $10.5M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-5.34K
- 3.2%
$84.34 - $95.14 $450K - $508K
162K $14.1M
SUB
Ishares Short Term National Mu

ETFs
-2.72K
- 5.06%
$104.94 - $106.2 $285K - $289K
51K $5.38M
VNQ
Vanguard Specialized Funds Van

ETFs
-514
- 2.4%
$87.85 - $98.6 $45.2K - $50.7K
20.9K $1.86M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.68K
- 0.19%
$61.68 - $67.87 $165K - $182K
1.45M $90M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-342
- 0.51%
$176.42 - $186.91 $60.3K - $63.9K
67.3K $12M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-322
- 0.23%
$40.38 - $44.35 $13K - $14.3K
137K $5.61M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-898
- 0.73%
$94.54 - $104.98 $84.9K - $94.3K
122K $11.6M
DFAT
Dimensional ETF Tr U S Target

ETFs
-1.8K
- 1.23%
$54.54 - $61.04 $98.1K - $110K
144K $8.02M
VBR
Vanguard Small Cap Value ETF

ETFs
-146
- 0.59%
$197.36 - $217.3 $28.8K - $31.7K
24.6K $4.88M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-755
- 0.81%
$52.19 - $52.87 $39.4K - $39.9K
92.2K $4.82M
MSFT
Microsoft Corp

Technology
-75
- 2.4%
$406.35 - $454.46 $30.5K - $34.1K
3.04K $1.28M
LLY
Eli Lilly & CO

Healthcare
-1
- 0.32%
$727.2 - $932.06 $727 - $932
314 $242K
VV
Vanguard Large Cap ETF

ETFs
-200
- 5.28%
$260.27 - $280.65 $52.1K - $56.1K
3.59K $968K
VT
Vanguard Total World Stk Index

ETFs
-168
- 4.65%
$117.09 - $123.07 $19.7K - $20.7K
3.45K $405K
VCIT
Vanguard Intermediate Term Cor

ETFs
-108
- 2.58%
$80.13 - $83.77 $8.65K - $9.05K
4.08K $327K
VTI
Vanguard Total Stock Market Et

ETFs
-129
- 3.52%
$280.04 - $302.45 $36.1K - $39K
3.54K $1.02M
IWN
Ishares Russell2000 Val ETF

ETFs
-11
- 0.31%
$162.69 - $181.35 $1.79K - $1.99K
3.52K $577K
META
Meta Platforms, Inc.

Communication Services
-32
- 3.97%
$554.08 - $632.68 $17.7K - $20.2K
774 $456K
Spdr Index Shs Fds
-12
- 0.24%
N/A
5.02K $0
WMT
Walmart Inc.

Consumer Defensive
-169
- 6.29%
$79.1 - $95.7 $13.4K - $16.2K
2.52K $227K
AVGO
Broadcom Inc.

Technology
-228
- 16.84%
$159.67 - $250.0 $36.4K - $57K
1.13K $261K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-106
- 0.24%
$104.59 - $118.05 $11.1K - $12.5K
44K $4.78M
JPM
Jpmorgan Chase & CO

Financial Services
-14
- 0.88%
$205.18 - $250.29 $2.87K - $3.5K
1.57K $376K
AAPL
Apple Inc.

Technology
-235
- 3.68%
$221.69 - $259.02 $52.1K - $60.9K
6.15K $1.54M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-720
- 0.59%
$121.89 - $135.52 $87.8K - $97.6K
122K $15.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.28K
- 0.91%
$521.84 - $558.82 $1.19M - $1.28M
248K $133M
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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