Lutz Financial Services LLC has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.15 Billion distributed in 87 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $125M, Spdr Portfolio S&P 500 Value E with a value of $108M, Ishares Core S&P Mid Cap ETF with a value of $84M, Vanguard Bd Index Fd Inc Total with a value of $74.7M, and Vanguard Mun Bd Fds Tax Exempt with a value of $64.3M.
Examining the 13F form we can see an increase of $2.94M in the current position value, from $1.14B to 1.15B.
Below you can find more details about Lutz Financial Services LLC portfolio as well as his latest detailed transactions.