HoldingsChannel.com
Lutz Financial Services LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
ISHARES TR (IJH) 233,228 +7,890 $45,307
     IJH233,228+7,890$45,307
VANGUARD BD INDEX FD INC (BND) 511,070 +38,682 $42,455
     BND511,070+38,682$42,455
VANGUARD BD INDEX FD INC (BSV) 500,357 -61,898 $40,294
     BSV500,357-61,898$40,294
SPDR SERIES TRUST (SPYV) 1,193,242 +68,123 $37,325
     SPYV1,193,242+68,123$37,325
SPDR S&P 500 ETF TR (SPY) 111,594 -15,767 $32,697
     SPY111,594-15,767$32,697
VANGUARD INDEX FDS (VOO) 116,437 +1,383 $31,339
     VOO116,437+1,383$31,339
VANGUARD MALVERN FDS (VTIP) 490,569 -35,432 $24,195
     VTIP490,569-35,432$24,195
ISHARES TR (IVE) 178,123 -3,033 $20,764
     IVE178,123-3,033$20,764
VANGUARD ADMIRAL FDS INC (VOOV) 166,866 -3,232 $18,757
     VOOV166,866-3,232$18,757
VANGUARD ADMIRAL FDS INC (IVOV) 149,150 -25,599 $18,329
     IVOV149,150-25,599$18,329
VANGUARD INDEX FDS (VNQ) 193,516 +1,804 $16,913
     VNQ193,516+1,804$16,913
VANGUARD SCOTTSDALE FDS (VCIT) 164,641 -12,837 $14,793
     VCIT164,641-12,837$14,793
ISHARES TR (IJJ) 92,457 -1,116 $14,744
     IJJ92,457-1,116$14,744
ISHARES TR (IJR) 165,257 +14,058 $12,936
     IJR165,257+14,058$12,936
ISHARES TR (IVV) 41,475 +2,011 $12,225
     IVV41,475+2,011$12,225
VANGUARD TAX MANAGED INTL FD (VEA) 239,137 -41,028 $9,974
     VEA239,137-41,028$9,974
ISHARES TR (IJS) 60,598 -8,727 $9,006
     IJS60,598-8,727$9,006
ISHARES TR (IBDM) 345,066 -14,295 $8,602
     IBDM345,066-14,295$8,602
SCHWAB STRATEGIC TR 149,025 +76,133 $8,392
     SCHP149,025+76,133$8,392
SPDR S&P MIDCAP 400 ETF TR (MDY) 22,972 -132 $8,146
     MDY22,972-132$8,146
ISHARES TR (EFV) 122,176 +708 $5,873
     EFV122,176+708$5,873
ISHARES INC (IEMG) 111,375 +4,913 $5,729
     IEMG111,375+4,913$5,729
ISHARES TR (IGSB) 105,678 +66,168 $5,647
     IGSB105,678+66,168$5,647
ISHARES TR (IBDL) 206,554 -37,064 $5,234
     IBDL206,554-37,064$5,234
SPDR SERIES TRUST (MDYV) 84,776 +80,329 $4,355
     MDYV84,776+80,329$4,355
ISHARES TR (SCZ) 71,955 +447 $4,130
     SCZ71,955+447$4,130
VANGUARD CHARLOTTE FDS (BNDX) 67,252 +31,392 $3,854
     BNDX67,252+31,392$3,854
ISHARES TR (TIP) 32,605 -2,745 $3,766
     TIP32,605-2,745$3,766
SPDR SERIES TRUST (SLYV) 61,388 +35,536 $3,725
     SLYV61,388+35,536$3,725
ISHARES TR (IWV) 21,394 UNCH $3,687
     IWV21,394UNCH$3,687
SCHWAB STRATEGIC TR 105,805 +8,075 $3,395
     SCHF105,805+8,075$3,395
ISHARES TR (EFA) 49,337 -39 $3,243
     EFA49,337-39$3,243
VANGUARD INDEX FDS (VOE) 24,898 +833 $2,772
     VOE24,898+833$2,772
ISHARES TR (IUSV) 41,397 +1,265 $2,345
     IUSV41,397+1,265$2,345
VANGUARD INDEX FDS (VO) 13,795 -239 $2,306
     VO13,795-239$2,306
ISHARES TR (IGIB) 39,395 -705 $2,244
     IGIB39,395-705$2,244
SPDR INDEX SHS FDS (QEMM) 36,907 +23 $2,191
     QEMM36,907+23$2,191
ISHARES TR (AGG) 16,323 +464 $1,818
     AGG16,323+464$1,818
ISHARES TR (MUB) 14,121 +14,121 $1,597
     MUB14,121+14,121$1,597
SCHWAB STRATEGIC TR 19,174 +21 $1,371
     SCHA19,174+21$1,371
SPDR SERIES TRUST (SPAB) 44,372 +22,366 $1,294
     SPAB44,372+22,366$1,294
VANGUARD INDEX FDS (VTI) 8,149 +8,149 $1,223
     VTI8,149+8,149$1,223
ISHARES TR (STIP) 10,317 +6,671 $1,038
     STIP10,317+6,671$1,038
SCHWAB STRATEGIC TR 28,169 UNCH $879
     FNDC28,169UNCH$879
SCHWAB STRATEGIC TR 15,233 -4,577 $771
     SCHO15,233-4,577$771
ISHARES TR (LQD) 6,134 -27 $763
     LQD6,134-27$763
VANGUARD SCOTTSDALE FDS (VCSH) 9,290 +202 $750
     VCSH9,290+202$750
SCHWAB STRATEGIC TR 13,945 +60 $739
     SCHZ13,945+60$739
VANGUARD INTL EQUITY INDEX F (VT) 9,444 +41 $710
     VT9,444+41$710
ISHARES TR (IXUS) 10,000 +10,000 $586
     IXUS10,000+10,000$586

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 06/30/2019: $511,048
At 03/31/2019: $490,414

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

Lutz Financial Services LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.