HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VOO) |
254,751 | +6,845 | $111,275 |
| VOO | 254,751 | +6,845 | $111,275 |
| SPDR SER TR (SPYV) |
2,207,137 | +100,849 | $102,919 |
| SPYV | 2,207,137 | +100,849 | $102,919 |
| ISHARES TR (IJH) |
284,064 | +9,880 | $78,728 |
| IJH | 284,064 | +9,880 | $78,728 |
| VANGUARD BD INDEX FDS (BND) |
995,245 | -35,998 | $73,200 |
| BND | 995,245 | -35,998 | $73,200 |
| VANGUARD MUN BD FDS (VTEB) |
1,051,209 | -213,458 | $53,664 |
| VTEB | 1,051,209 | -213,458 | $53,664 |
| SPDR SER TR (MDYV) |
645,203 | +37,891 | $47,345 |
| MDYV | 645,203 | +37,891 | $47,345 |
| VANGUARD SCOTTSDALE FDS (VCSH) |
590,714 | +35,644 | $45,704 |
| VCSH | 590,714 | +35,644 | $45,704 |
| SCHWAB STRATEGIC TR |
825,023 | +65,480 | $43,066 |
| SCHP | 825,023 | +65,480 | $43,066 |
| SPDR S&P 500 ETF TR (SPY) |
78,824 | -167 | $37,466 |
| SPY | 78,824 | -167 | $37,466 |
| ISHARES TR (MUB) |
270,829 | +212,734 | $29,361 |
| MUB | 270,829 | +212,734 | $29,361 |
| ISHARES TR (IGSB) |
498,594 | -17,251 | $25,565 |
| IGSB | 498,594 | -17,251 | $25,565 |
| ISHARES TR (IVE) |
122,267 | -1,951 | $21,261 |
| IVE | 122,267 | -1,951 | $21,261 |
| ISHARES TR (AGG) |
208,655 | +41,681 | $20,709 |
| AGG | 208,655 | +41,681 | $20,709 |
| DIMENSIONAL ETF TRUST (DFAC) |
689,447 | +80,242 | $20,153 |
| DFAC | 689,447 | +80,242 | $20,153 |
| ISHARES TR (IJR) |
186,123 | +13,594 | $20,148 |
| IJR | 186,123 | +13,594 | $20,148 |
| VANGUARD BD INDEX FDS (BSV) |
207,791 | +26,067 | $16,004 |
| BSV | 207,791 | +26,067 | $16,004 |
| SCHWAB STRATEGIC TR |
203,372 | +20,746 | $15,318 |
| SCHM | 203,372 | +20,746 | $15,318 |
| ISHARES TR (TIP) |
141,355 | -23,949 | $15,194 |
| TIP | 141,355 | -23,949 | $15,194 |
| VANGUARD ADMIRAL FDS INC (VOOV) |
88,005 | -1,577 | $14,781 |
| VOOV | 88,005 | -1,577 | $14,781 |
| ISHARES TR (IJJ) |
127,796 | -1,427 | $14,574 |
| IJJ | 127,796 | -1,427 | $14,574 |
| SPDR SER TR (SLYV) |
169,735 | -860 | $14,141 |
| SLYV | 169,735 | -860 | $14,141 |
| DIMENSIONAL ETF TRUST (DFAS) |
228,211 | +5,067 | $13,606 |
| DFAS | 228,211 | +5,067 | $13,606 |
| ISHARES TR (IVV) |
27,450 | +1,343 | $13,111 |
| IVV | 27,450 | +1,343 | $13,111 |
| DIMENSIONAL ETF TRUST (DFIC) |
481,092 | +150,699 | $12,282 |
| DFIC | 481,092 | +150,699 | $12,282 |
| ISHARES TR (MBB) |
129,422 | +129,422 | $12,176 |
| MBB | 129,422 | +129,422 | $12,176 |
| SCHWAB STRATEGIC TR |
215,183 | +12,707 | $12,136 |
| SCHX | 215,183 | +12,707 | $12,136 |
| VANGUARD INDEX FDS (VOE) |
80,894 | +11,337 | $11,730 |
| VOE | 80,894 | +11,337 | $11,730 |
| VANGUARD ADMIRAL FDS INC (IVOV) |
133,982 | -975 | $11,681 |
| IVOV | 133,982 | -975 | $11,681 |
| ISHARES TR (IUSV) |
131,227 | +52 | $11,066 |
| IUSV | 131,227 | +52 | $11,066 |
| ISHARES TR (QUAL) |
71,441 | -631 | $10,512 |
| QUAL | 71,441 | -631 | $10,512 |
| DIMENSIONAL ETF TRUST (DUHP) |
350,311 | +142,345 | $10,022 |
| DUHP | 350,311 | +142,345 | $10,022 |
| SPDR S&P MIDCAP 400 ETF TR (MDY) |
19,630 | -104 | $9,960 |
| MDY | 19,630 | -104 | $9,960 |
| AMERICAN CENTY ETF TR (AVDE) |
145,551 | +23,552 | $8,796 |
| AVDE | 145,551 | +23,552 | $8,796 |
| SCHWAB STRATEGIC TR |
176,694 | +7,213 | $8,347 |
| SCHA | 176,694 | +7,213 | $8,347 |
| VANGUARD INDEX FDS (VTV) |
53,705 | +1,716 | $8,029 |
| VTV | 53,705 | +1,716 | $8,029 |
| DIMENSIONAL ETF TRUST (DFAT) |
151,258 | +4,044 | $7,915 |
| DFAT | 151,258 | +4,044 | $7,915 |
| ISHARES TR (SUB) |
59,638 | -9,270 | $6,288 |
| SUB | 59,638 | -9,270 | $6,288 |
| AMERICAN CENTY ETF TR (AVUV) |
61,143 | +13,539 | $5,491 |
| AVUV | 61,143 | +13,539 | $5,491 |
| DIMENSIONAL ETF TRUST (DFUV) |
143,599 | -3,009 | $5,345 |
| DFUV | 143,599 | -3,009 | $5,345 |
| VANGUARD MALVERN FDS (VTIP) |
105,096 | -4,495 | $4,991 |
| VTIP | 105,096 | -4,495 | $4,991 |
| PIMCO ETF TR (STPZ) |
97,127 | -5,563 | $4,968 |
| STPZ | 97,127 | -5,563 | $4,968 |
| ISHARES INC (IEMG) |
97,302 | +10,664 | $4,922 |
| IEMG | 97,302 | +10,664 | $4,922 |
| ISHARES TR (ISTB) |
98,982 | +4,674 | $4,708 |
| ISTB | 98,982 | +4,674 | $4,708 |
| ISHARES TR (IJS) |
45,406 | -616 | $4,680 |
| IJS | 45,406 | -616 | $4,680 |
| VANGUARD INDEX FDS (VBR) |
25,819 | -255 | $4,647 |
| VBR | 25,819 | -255 | $4,647 |
| ISHARES TR (IWV) |
15,253 | UNCH | $4,175 |
| IWV | 15,253 | UNCH | $4,175 |
| DIMENSIONAL ETF TRUST (DFEM) |
137,158 | +24,711 | $3,423 |
| DFEM | 137,158 | +24,711 | $3,423 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
72,755 | -110 | $2,990 |
| VWO | 72,755 | -110 | $2,990 |
| VANGUARD INDEX FDS (VNQ) |
31,608 | -5,710 | $2,793 |
| VNQ | 31,608 | -5,710 | $2,793 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
47,596 | -41,315 | $2,776 |
| VGSH | 47,596 | -41,315 | $2,776 |
See Full List: All Stocks Held By Lutz Financial Services LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Lutz Financial Services LLC
|
Size ($ in 1000's)
At 12/31/2023: $1,065,951 At 09/30/2023: $918,220 Lutz Financial Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lutz Financial Services LLC 13F filings. Link to 13F filings: SEC filings |
