HoldingsChannel.com
All Stocks Held By Lutz Financial Services LLC
As of  12/31/2019
   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
VANGUARD BD INDEX FD INC (BND) 646,176 +75,151 $54,188
     BND646,176+75,151$54,188
ISHARES TR (IJH) 242,989 +7,971 $50,012
     IJH242,989+7,971$50,012
SPDR SERIES TRUST (SPYV) 1,349,164 +84,520 $47,099
     SPYV1,349,164+84,520$47,099
VANGUARD INDEX FDS (VOO) 128,969 +12,008 $38,149
     VOO128,969+12,008$38,149
SPDR S&P 500 ETF TR (SPY) 108,767 -1,932 $35,008
     SPY108,767-1,932$35,008
VANGUARD BD INDEX FD INC (BSV) 399,292 -29,925 $32,187
     BSV399,292-29,925$32,187
ISHARES TR (IVE) 172,613 -3,542 $22,455
     IVE172,613-3,542$22,455
VANGUARD MALVERN FDS (VTIP) 386,684 -32,453 $19,056
     VTIP386,684-32,453$19,056
VANGUARD INDEX FDS (VNQ) 198,554 +3,282 $18,424
     VNQ198,554+3,282$18,424
VANGUARD ADMIRAL FDS INC (VOOV) 146,214 -6,699 $18,367
     VOOV146,214-6,699$18,367
SCHWAB STRATEGIC TR 306,665 +67,895 $17,366
     SCHP306,665+67,895$17,366
VANGUARD ADMIRAL FDS INC (IVOV) 121,907 -13,713 $15,859
     IVOV121,907-13,713$15,859
ISHARES TR (IJJ) 90,764 -1,174 $15,496
     IJJ90,764-1,174$15,496
ISHARES TR (IGSB) 254,272 +58,882 $13,637
     IGSB254,272+58,882$13,637
ISHARES TR (IJR) 158,576 +7,128 $13,297
     IJR158,576+7,128$13,297
ISHARES TR (IVV) 37,093 -3,230 $11,990
     IVV37,093-3,230$11,990
VANGUARD SCOTTSDALE FDS (VCIT) 116,872 -15,848 $10,674
     VCIT116,872-15,848$10,674
SPDR SERIES TRUST (MDYV) 182,830 +60,089 $10,015
     MDYV182,830+60,089$10,015
ISHARES TR (IJS) 59,674 +174 $9,596
     IJS59,674+174$9,596
SPDR S&P MIDCAP 400 ETF TR (MDY) 22,637 -107 $8,498
     MDY22,637-107$8,498
VANGUARD TAX MANAGED INTL FD (VEA) 177,940 -23,023 $7,840
     VEA177,940-23,023$7,840
ISHARES TR (IBDM) 309,210 -14,446 $7,718
     IBDM309,210-14,446$7,718
ISHARES INC (IEMG) 119,224 +1,288 $6,409
     IEMG119,224+1,288$6,409
ISHARES TR (EFV) 125,375 +1,165 $6,260
     EFV125,375+1,165$6,260
SPDR SERIES TRUST (SLYV) 78,199 +7,954 $5,138
     SLYV78,199+7,954$5,138
ISHARES TR (MUB) 39,308 +14,268 $4,478
     MUB39,308+14,268$4,478
ISHARES TR (SCZ) 71,728 +1,143 $4,467
     SCZ71,728+1,143$4,467
ISHARES TR (IWV) 21,394 UNCH $4,033
     IWV21,394UNCH$4,033
ISHARES TR (TIP) 33,740 -1,263 $3,933
     TIP33,740-1,263$3,933
VANGUARD CHARLOTTE FDS (BNDX) 67,471 +1,018 $3,817
     BNDX67,471+1,018$3,817
SCHWAB STRATEGIC TR 112,716 +3,164 $3,791
     SCHF112,716+3,164$3,791
VANGUARD INTL EQUITY INDEX F (VWO) 78,929 +553 $3,510
     VWO78,929+553$3,510
ISHARES TR (EFA) 48,687 +43 $3,381
     EFA48,687+43$3,381
SCHWAB STRATEGIC TR 44,597 +126 $3,373
     SCHA44,597+126$3,373
VANGUARD INDEX FDS (VOE) 27,646 +127 $3,295
     VOE27,646+127$3,295
ISHARES TR (IBDL) 116,696 -18,103 $2,952
     IBDL116,696-18,103$2,952
ISHARES TR (IUSV) 41,154 +398 $2,594
     IUSV41,154+398$2,594
VANGUARD INDEX FDS (VO) 13,752 +44 $2,450
     VO13,752+44$2,450
SPDR INDEX SHS FDS (QEMM) 37,353 +662 $2,272
     QEMM37,353+662$2,272
ISHARES TR (IGIB) 37,690 -97 $2,185
     IGIB37,690-97$2,185
ISHARES TR (AGG) 18,224 -71 $2,048
     AGG18,224-71$2,048
SPDR SERIES TRUST (SPAB) 51,783 +1,075 $1,521
     SPAB51,783+1,075$1,521
VANGUARD INDEX FDS (VTI) 8,291 +40 $1,357
     VTI8,291+40$1,357
ISHARES TR (STIP) 9,905 +6 $997
     STIP9,905+6$997
SCHWAB STRATEGIC TR 28,444 +191 $946
     FNDC28,444+191$946
SCHWAB STRATEGIC TR 15,193 +695 $812
     SCHZ15,193+695$812
SCHWAB STRATEGIC TR 15,766 -346 $796
     SCHO15,766-346$796
ISHARES TR (LQD) 6,115 -44 $783
     LQD6,115-44$783
VANGUARD INTL EQUITY INDEX F (VT) 9,434 -13 $764
     VT9,434-13$764
VANGUARD SCOTTSDALE FDS (VCSH) 9,382 -175 $760
     VCSH9,382-175$760
ISHARES TR (IXUS) 10,000 UNCH $619
     IXUS10,000UNCH$619
ISHARES TR (IWN) 4,542 UNCH $584
     IWN4,542UNCH$584
VANGUARD INDEX FDS (VTV) 4,848 +2 $581
     VTV4,848+2$581
ISHARES TR (QUAL) 5,686 UNCH $574
     QUAL5,686UNCH$574
VANGUARD GROUP (VIG) 4,602 UNCH $574
     VIG4,602UNCH$574
ISHARES TR (IWD) 3,357 UNCH $458
     IWD3,357UNCH$458
SPDR SERIES TRUST (SPMD) 11,795 +57 $427
     SPMD11,795+57$427
SCHWAB STRATEGIC TR 4,456 +2 $414
     SCHG4,456+2$414
VANGUARD INDEX FDS (VV) 2,583 +1 $382
     VV2,583+1$382
VANGUARD ADMIRAL FDS INC (IVOO) 2,735 +25 $380
     IVOO2,735+25$380
VANGUARD INDEX FDS (VBR) 2,671 +1 $366
     VBR2,671+1$366
SCHWAB STRATEGIC TR 5,994 +55 $361
     SCHM5,994+55$361
VANGUARD BD INDEX FD INC (BIV) 4,045 +4,045 $353
     BIV4,045+4,045$353
ISHARES TR (SHY) 3,706 -256 $314
     SHY3,706-256$314
VANGUARD INTL EQUITY INDEX F (VSS) 2,813 +53 $313
     VSS2,813+53$313
ISHARES TR (IWR) 4,834 +31 $288
     IWR4,834+31$288
BERKSHIRE HATHAWAY INC DEL 0 -1,300 $0 (exited)
     BRK.B0-1,300$0

See Summary: Lutz Financial Services LLC Top Holdings
See Details: Top 10 Stocks Held By Lutz Financial Services LLC

EntityShares/Amount
Change
Position Value
Change
BIV +4,045+$353
EntityShares/Amount
Change
Position Value
Change
BRK -1,300-$270
EntityShares/Amount
Change
Position Value
Change
SPYV +84,520+$6,681
BND +75,151+$5,976
SCHP +67,895+$3,813
MDYV +60,089+$3,716
IGSB +58,882+$3,150
MUB +14,268+$1,621
VOO +12,008+$6,266
IJH +7,971+$4,600
SLYV +7,954+$835
IJR +7,128+$1,508
EntityShares/Amount
Change
Position Value
Change
VTIP -32,453-$1,503
BSV -29,925-$2,489
VEA -23,023-$416
IBDL -18,103-$468
VCIT -15,848-$1,435
IBDM -14,446-$373
IVOV -13,713-$874
VOOV -6,699+$788
IVE -3,542+$1,468
Size ($ in 1000's)
At 12/31/2019: $563,041
At 09/30/2019: $521,775

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

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