HoldingsChannel.com
Lutz Financial Services LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD BD INDEX FD INC (BND) 571,025 +59,955 $48,212
     BND571,025+59,955$48,212
ISHARES TR (IJH) 235,018 +1,790 $45,412
     IJH235,018+1,790$45,412
SPDR SERIES TRUST (SPYV) 1,264,644 +71,402 $40,418
     SPYV1,264,644+71,402$40,418
VANGUARD BD INDEX FD INC (BSV) 429,217 -71,140 $34,676
     BSV429,217-71,140$34,676
SPDR S&P 500 ETF TR (SPY) 110,699 -895 $32,852
     SPY110,699-895$32,852
VANGUARD INDEX FDS (VOO) 116,961 +524 $31,883
     VOO116,961+524$31,883
ISHARES TR (IVE) 176,155 -1,968 $20,987
     IVE176,155-1,968$20,987
VANGUARD MALVERN FDS (VTIP) 419,137 -71,432 $20,559
     VTIP419,137-71,432$20,559
VANGUARD INDEX FDS (VNQ) 195,272 +1,756 $18,209
     VNQ195,272+1,756$18,209
VANGUARD ADMIRAL FDS INC (VOOV) 152,913 -13,953 $17,579
     VOOV152,913-13,953$17,579
VANGUARD ADMIRAL FDS INC (IVOV) 135,620 -13,530 $16,733
     IVOV135,620-13,530$16,733
ISHARES TR (IJJ) 91,938 -519 $14,701
     IJJ91,938-519$14,701
SCHWAB STRATEGIC TR 238,770 +89,745 $13,553
     SCHP238,770+89,745$13,553
VANGUARD SCOTTSDALE FDS (VCIT) 132,720 -31,921 $12,109
     VCIT132,720-31,921$12,109
ISHARES TR (IVV) 40,323 -1,152 $12,037
     IVV40,323-1,152$12,037
ISHARES TR (IJR) 151,448 -13,809 $11,789
     IJR151,448-13,809$11,789
ISHARES TR (IGSB) 195,390 +89,712 $10,487
     IGSB195,390+89,712$10,487
ISHARES TR (IJS) 59,500 -1,098 $8,936
     IJS59,500-1,098$8,936
VANGUARD TAX MANAGED INTL FD (VEA) 200,963 -38,174 $8,256
     VEA200,963-38,174$8,256
ISHARES TR (IBDM) 323,656 -21,410 $8,091
     IBDM323,656-21,410$8,091
SPDR S&P MIDCAP 400 ETF TR (MDY) 22,744 -228 $8,017
     MDY22,744-228$8,017
SPDR SERIES TRUST (MDYV) 122,741 +37,965 $6,299
     MDYV122,741+37,965$6,299
ISHARES TR (EFV) 124,210 +2,034 $5,884
     EFV124,210+2,034$5,884
ISHARES INC (IEMG) 117,936 +6,561 $5,781
     IEMG117,936+6,561$5,781
SPDR SERIES TRUST (SLYV) 70,245 +8,857 $4,303
     SLYV70,245+8,857$4,303
ISHARES TR (TIP) 35,003 +2,398 $4,070
     TIP35,003+2,398$4,070
ISHARES TR (SCZ) 70,585 -1,370 $4,040
     SCZ70,585-1,370$4,040
VANGUARD CHARLOTTE FDS (BNDX) 66,453 -799 $3,909
     BNDX66,453-799$3,909
ISHARES TR (IWV) 21,394 UNCH $3,718
     IWV21,394UNCH$3,718
SCHWAB STRATEGIC TR 109,552 +3,747 $3,490
     SCHF109,552+3,747$3,490
ISHARES TR (IBDL) 134,799 -71,755 $3,420
     IBDL134,799-71,755$3,420
ISHARES TR (EFA) 48,644 -693 $3,172
     EFA48,644-693$3,172
VANGUARD INTL EQUITY INDEX F (VWO) 78,376 +78,376 $3,155
     VWO78,376+78,376$3,155
VANGUARD INDEX FDS (VOE) 27,519 +2,621 $3,110
     VOE27,519+2,621$3,110
SCHWAB STRATEGIC TR 44,471 +25,297 $3,101
     SCHA44,471+25,297$3,101
ISHARES TR (MUB) 25,040 +10,919 $2,857
     MUB25,040+10,919$2,857
ISHARES TR (IUSV) 40,756 -641 $2,356
     IUSV40,756-641$2,356
VANGUARD INDEX FDS (VO) 13,708 -87 $2,297
     VO13,708-87$2,297
ISHARES TR (IGIB) 37,787 -1,608 $2,189
     IGIB37,787-1,608$2,189
SPDR INDEX SHS FDS (QEMM) 36,691 -216 $2,105
     QEMM36,691-216$2,105
ISHARES TR (AGG) 18,295 +1,972 $2,070
     AGG18,295+1,972$2,070
SPDR SERIES TRUST (SPAB) 50,708 +6,336 $1,503
     SPAB50,708+6,336$1,503
VANGUARD INDEX FDS (VTI) 8,251 +102 $1,246
     VTI8,251+102$1,246
ISHARES TR (STIP) 9,899 -418 $992
     STIP9,899-418$992
SCHWAB STRATEGIC TR 28,253 +84 $868
     FNDC28,253+84$868
SCHWAB STRATEGIC TR 16,112 +879 $815
     SCHO16,112+879$815
ISHARES TR (LQD) 6,159 +25 $785
     LQD6,159+25$785
SCHWAB STRATEGIC TR 14,498 +553 $781
     SCHZ14,498+553$781
VANGUARD SCOTTSDALE FDS (VCSH) 9,557 +267 $775
     VCSH9,557+267$775
VANGUARD INTL EQUITY INDEX F (VT) 9,447 +3 $707
     VT9,447+3$707

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 09/30/2019: $521,775
At 06/30/2019: $511,048

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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