HoldingsChannel.com
Lutz Financial Services LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD BD INDEX FDS (BND) 686,024 +39,848 $58,552
     BND686,024+39,848$58,552
SPDR SER TR (SPYV) 1,238,562 -110,602 $32,004
     SPYV1,238,562-110,602$32,004
VANGUARD INDEX FDS (VOO) 126,322 -2,647 $29,916
     VOO126,322-2,647$29,916
SPDR S&P 500 ETF TR (SPY) 104,397 -4,370 $26,908
     SPY104,397-4,370$26,908
VANGUARD BD INDEX FDS (BSV) 302,135 -97,157 $24,829
     BSV302,135-97,157$24,829
ISHARES TR (IJH) 170,282 -72,707 $24,497
     IJH170,282-72,707$24,497
SCHWAB STRATEGIC TR 398,016 +91,351 $22,890
     SCHP398,016+91,351$22,890
ISHARES TR (IGSB) 286,908 +32,636 $15,023
     IGSB286,908+32,636$15,023
ISHARES TR (IVE) 155,187 -17,426 $14,937
     IVE155,187-17,426$14,937
VANGUARD MALVERN FDS (VTIP) 271,365 -115,319 $13,221
     VTIP271,365-115,319$13,221
VANGUARD INDEX FDS (VNQ) 173,245 -25,309 $12,101
     VNQ173,245-25,309$12,101
SCHWAB STRATEGIC TR 261,896 +255,902 $11,042
     SCHM261,896+255,902$11,042
VANGUARD ADMIRAL FDS INC (VOOV) 115,306 -30,908 $10,758
     VOOV115,306-30,908$10,758
VANGUARD INDEX FDS (VOE) 130,174 +102,528 $10,582
     VOE130,174+102,528$10,582
SCHWAB STRATEGIC TR 486,837 +486,837 $10,238
     FNDF486,837+486,837$10,238
ISHARES TR (IVV) 31,601 -5,492 $8,166
     IVV31,601-5,492$8,166
ISHARES TR (IJJ) 73,582 -17,182 $8,076
     IJJ73,582-17,182$8,076
ISHARES TR (IUSV) 171,451 +130,297 $7,918
     IUSV171,451+130,297$7,918
VANGUARD SCOTTSDALE FDS (VCIT) 81,745 -35,127 $7,119
     VCIT81,745-35,127$7,119
ISHARES TR (IJR) 116,784 -41,792 $6,553
     IJR116,784-41,792$6,553
SCHWAB STRATEGIC TR 122,199 +77,602 $6,296
     SCHA122,199+77,602$6,296
ISHARES TR (MUB) 55,691 +16,383 $6,294
     MUB55,691+16,383$6,294
ISHARES TR (IBDM) 251,447 -57,763 $6,198
     IBDM251,447-57,763$6,198
VANGUARD ADMIRAL FDS INC (IVOV) 71,378 -50,529 $6,022
     IVOV71,378-50,529$6,022
SPDR S&P MIDCAP 400 ETF TR (MDY) 22,197 -440 $5,835
     MDY22,197-440$5,835
VANGUARD INDEX FDS (VBR) 64,509 +61,838 $5,728
     VBR64,509+61,838$5,728
ISHARES INC (IEMG) 140,702 +21,478 $5,694
     IEMG140,702+21,478$5,694
SPDR SER TR (MDYV) 147,687 -35,143 $5,207
     MDYV147,687-35,143$5,207
ISHARES TR (TIP) 31,813 -1,927 $3,751
     TIP31,813-1,927$3,751
VANGUARD SCOTTSDALE FDS (VCSH) 47,375 +37,993 $3,747
     VCSH47,375+37,993$3,747
ISHARES TR (IJS) 34,074 -25,600 $3,405
     IJS34,074-25,600$3,405
VANGUARD CHARLOTTE FDS (BNDX) 56,763 -10,708 $3,193
     BNDX56,763-10,708$3,193
VANGUARD INTL EQUITY INDEX F (VWO) 94,651 +15,722 $3,176
     VWO94,651+15,722$3,176
ISHARES TR (IWV) 21,394 UNCH $3,173
     IWV21,394UNCH$3,173
ISHARES TR (IBDL) 96,185 -20,511 $2,425
     IBDL96,185-20,511$2,425
SPDR SER TR (SLYV) 58,271 -19,928 $2,381
     SLYV58,271-19,928$2,381
ISHARES TR (AGG) 16,593 -1,631 $1,914
     AGG16,593-1,631$1,914
SCHWAB STRATEGIC TR 29,427 +29,427 $1,802
     SCHX29,427+29,427$1,802
VANGUARD INDEX FDS (VO) 13,438 -314 $1,769
     VO13,438-314$1,769
ISHARES TR (IGIB) 31,973 -5,717 $1,756
     IGIB31,973-5,717$1,756
VANGUARD TAX MANAGED INTL FD (VEA) 51,173 -126,767 $1,706
     VEA51,173-126,767$1,706
SPDR SER TR (SPAB) 51,437 -346 $1,554
     SPAB51,437-346$1,554
SCHWAB STRATEGIC TR 41,487 +41,487 $1,358
     SCHH41,487+41,487$1,358
ISHARES TR (EFV) 37,911 -87,464 $1,353
     EFV37,911-87,464$1,353
VANGUARD INDEX FDS (VTI) 7,847 -444 $1,012
     VTI7,847-444$1,012
ISHARES TR (EFA) 17,917 -30,770 $958
     EFA17,917-30,770$958
SCHWAB STRATEGIC TR 15,450 +257 $838
     SCHZ15,450+257$838
VANGUARD INTL EQUITY INDEX F (VT) 11,885 +2,451 $746
     VT11,885+2,451$746
SCHWAB STRATEGIC TR 13,171 -2,595 $681
     SCHO13,171-2,595$681
VANGUARD INDEX FDS (VTV) 7,009 +2,161 $624
     VTV7,009+2,161$624

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 03/31/2020: $449,976
At 12/31/2019: $563,041

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

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