The Analysis of Lutz Financial Services LLC's Holdings
Currently, Lutz Financial Services LLC holds 102 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in VTEB (+151.1K shares, valued at $7.6M), BND (+98.3K shares, valued at $7.3M), SPYV (+121.5K shares, valued at $6.9M); decreased their positions in SPY (-2.8K shares, valued at $1.9M), SUB (-8.0K shares, valued at $850.8K), IVE (-2.9K shares, valued at $616.1K); initiated new positions in IWB (+7.3K shares, valued at $2.7M), DFSD (+21.5K shares, valued at $1.0M), DBEF (+10.5K shares, valued at $503.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYV SPDR SERIES TRUST2.4M shares5.36%2025-12-312026-02-06
IJH ISHARES TR1.6M shares6.04%2025-12-312026-02-06 BND VANGUARD BD INDEX FDS1.4M shares7.77%2025-12-312026-02-06 VTEB VANGUARD MUN BD FDS1.5M shares11.31%2025-12-312026-02-06 MDYV SPDR SERIES TRUST783.4K shares7.88%2025-12-312026-02-06 VCSH VANGUARD SCOTTSDALE FDS819.5K shares9.90%2025-12-312026-02-06 SCHP SCHWAB STRATEGIC TR2.2M shares10.88%2025-12-312026-02-06 MBB ISHARES TR597.6K shares10.88%2025-12-312026-02-06 SPY SPDR S&P 500 ETF TR66.9K shares-4.08%2025-12-312026-02-06 MUB ISHARES TR351.3K shares3.67%2025-12-312026-02-06 DFAC DIMENSIONAL ETF TRUST896.9K shares7.23%2025-12-312026-02-06 DFIC DIMENSIONAL ETF TRUST791.3K shares4.76%2025-12-312026-02-06 IGSB ISHARES TR486.8K shares1.33%2025-12-312026-02-06 IJR ISHARES TR191.0K shares6.18%2025-12-312026-02-06 IVE ISHARES TR107.0K shares-2.64%2025-12-312026-02-06 AGG ISHARES TR219.9K shares4.27%2025-12-312026-02-06 DUHP DIMENSIONAL ETF TRUST562.4K shares9.34%2025-12-312026-02-06 BSV VANGUARD BD INDEX FDS268.0K shares5.31%2025-12-312026-02-06 SCHM SCHWAB STRATEGIC TR670.3K shares-0.69%2025-12-312026-02-06 SCHX SCHWAB STRATEGIC TR728.3K shares-1.06%2025-12-312026-02-06 DFAS DIMENSIONAL ETF TRUST237.2K shares2.03%2025-12-312026-02-06 IVV ISHARES TR24.0K shares0.94%2025-12-312026-02-06 VOE VANGUARD INDEX FDS89.5K shares0.05%2025-12-312026-02-06 IJJ ISHARES TR120.1K shares-0.09%2025-12-312026-02-06 VTV VANGUARD INDEX FDS81.8K shares-0.85%2025-12-312026-02-06 QUAL ISHARES TR77.3K shares5.68%2025-12-312026-02-06 VOOV VANGUARD ADMIRAL FDS INC74.1K shares-0.86%2025-12-312026-02-06 TIP ISHARES TR133.2K shares-0.53%2025-12-312026-02-06 SLYV SPDR SERIES TRUST143.4K shares-0.66%2025-12-312026-02-06 AVDE AMERICAN CENTY ETF TR154.3K shares-0.99%2025-12-312026-02-06 IVOV VANGUARD ADMIRAL FDS INC116.5K shares-1.07%2025-12-312026-02-06 AVUV AMERICAN CENTY ETF TR114.6K shares16.35%2025-12-312026-02-06 SCHA SCHWAB STRATEGIC TR408.4K shares-1.09%2025-12-312026-02-06 IUSV ISHARES TR112.3K shares-0.82%2025-12-312026-02-06 MDY SPDR S&P MIDCAP 400 ETF TR18.6K shares-1.48%2025-12-312026-02-06 DFAT DIMENSIONAL ETF TRUST152.3K shares9.26%2025-12-312026-02-06 STIP ISHARES TR83.4K shares9.18%2025-12-312026-02-06 DFEM DIMENSIONAL ETF TRUST240.2K shares5.14%2025-12-312026-02-06 DFUV DIMENSIONAL ETF TRUST152.0K shares18.79%2025-12-312026-02-06 SUB ISHARES TR57.8K shares-12.13%2025-12-312026-02-06 IEMG ISHARES INC89.4K shares4.24%2025-12-312026-02-06 VBR VANGUARD INDEX FDS24.5K shares0.04%2025-12-312026-02-06 IJS ISHARES TR42.9K shares-2.18%2025-12-312026-02-06 IWV ISHARES TR12.2K shares-3.88%2025-12-312026-02-06 ISTB ISHARES TR94.1K shares2.47%2025-12-312026-02-06 VWO VANGUARD INTL EQUITY INDEX F79.1K shares0.42%2025-12-312026-02-06 STPZ PIMCO ETF TR78.9K shares-7.88%2025-12-312026-02-06 VTIP VANGUARD MALVERN FDS85.5K shares-0.02%2025-12-312026-02-06 IWB ISHARES TR7.3K sharesnew addition2025-12-312026-02-06 VMBS VANGUARD SCOTTSDALE FDS42.4K shares1.58%2025-12-312026-02-06 VEA VANGUARD TAX-MANAGED FDS30.8K shares0.00%2025-12-312026-02-06 NVDA NVIDIA CORPORATION10.3K shares-3.48%2025-12-312026-02-06 AAPL APPLE INC6.0K shares-14.61%2025-12-312026-02-06 FNDF SCHWAB STRATEGIC TR33.3K shares-1.26%2025-12-312026-02-06 VNQ VANGUARD INDEX FDS16.8K shares-0.21%2025-12-312026-02-06 DFIV DIMENSIONAL ETF TRUST29.6K shares3.73%2025-12-312026-02-06 MSFT MICROSOFT CORP3.0K shares-3.30%2025-12-312026-02-06 VTI VANGUARD INDEX FDS3.5K shares-0.62%2025-12-312026-02-06 VV VANGUARD INDEX FDS3.7K shares1.35%2025-12-312026-02-06 VO VANGUARD INDEX FDS3.9K shares-2.22%2025-12-312026-02-06 IWM ISHARES TR4.2K shares15.16%2025-12-312026-02-06 DFSD DIMENSIONAL ETF TRUST21.5K sharesnew addition2025-12-312026-02-06 IWD ISHARES TR4.2K shares-0.69%2025-12-312026-02-06 AMZN AMAZON COM INC3.7K shares10.75%2025-12-312026-02-06 VIG VANGUARD SPECIALIZED FUNDS3.8K shares0.00%2025-12-312026-02-06 EFA ISHARES TR8.1K shares143.47%2025-12-312026-02-06 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-02-06 ALPHABET INC ALPHABET INC2.2K shares-18.73%2025-12-312026-02-06 DLN WISDOMTREE TR7.5K shares0.00%2025-12-312026-02-06 VB VANGUARD INDEX FDS2.5K shares0.00%2025-12-312026-02-06 SCHG SCHWAB STRATEGIC TR19.3K shares-5.17%2025-12-312026-02-06 ALPHABET INC ALPHABET INC1.8K shares-18.15%2025-12-312026-02-06 META META PLATFORMS INC838 shares2.20%2025-12-312026-02-06 SPMD SPDR SERIES TRUST9.3K shares0.00%2025-12-312026-02-06 BROADCOM INC BROADCOM INC1.5K shares10.32%2025-12-312026-02-06 DBEF DBX ETF TR10.5K sharesnew addition2025-12-312026-02-06 AVDV AMERICAN CENTY ETF TR5.1K shares22.66%2025-12-312026-02-06 DFCF DIMENSIONAL ETF TRUST11.2K sharesnew addition2025-12-312026-02-06 AVUS AMERICAN CENTY ETF TR4.0K shares6.96%2025-12-312026-02-06 JPM JPMORGAN CHASE & CO.1.4K shares-10.43%2025-12-312026-02-06 IWN ISHARES TR2.4K shares-0.33%2025-12-312026-02-06 VT VANGUARD INTL EQUITY INDEX F3.0K shares-3.05%2025-12-312026-02-06 DFSV DIMENSIONAL ETF TRUST12.1K shares2.48%2025-12-312026-02-06 IWR ISHARES TR4.1K shares0.00%2025-12-312026-02-06 SCHF SCHWAB STRATEGIC TR14.9K shares0.00%2025-12-312026-02-06 LLY ELI LILLY & CO325 shares8.70%2025-12-312026-02-06 AVLV AMERICAN CENTY ETF TR4.5K sharesnew addition2025-12-312026-02-06 QEMM SPDR INDEX SHS FDS5.0K shares0.00%2025-12-312026-02-06 ILCB ISHARES TR3.3K shares0.00%2025-12-312026-02-06 VCIT VANGUARD SCOTTSDALE FDS3.6K shares-12.15%2025-12-312026-02-06 ONEY SPDR SERIES TRUST2.3K shares0.00%2025-12-312026-02-06 WMT WALMART INC2.2K shares-9.89%2025-12-312026-02-06 SCHV SCHWAB STRATEGIC TR8.3K shares0.00%2025-12-312026-02-06 V VISA INC660 shares-12.00%2025-12-312026-02-06 SPEM SPDR INDEX SHS FDS4.8K sharesnew addition2025-12-312026-02-06 VUG VANGUARD INDEX FDS451 sharesnew addition2025-12-312026-02-06 IGIB ISHARES TR4.0K shares0.00%2025-12-312026-02-06 AVEM AMERICAN CENTY ETF TR2.8K shares0.62%2025-12-312026-02-06 MA MASTERCARD INCORPORATED354 shares-10.83%2025-12-312026-02-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available