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CIK: 0001737112
Total reported value
$1.6B
$1.6B
87 檔
27.8%
At the close of Q2 2024, Lutz Financial Services LLC disclosed equity holdings valued at approximately $1.6B, spread across 87 reported holdings.
During Q2 2024, Lutz Financial Services LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 10.90% | +0.60% | -1.28% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 9.37% | -0.02% | -0.09% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 7.32% | +0.34% | +0.60% | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 6.51% | -0.47% | +1.83% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 5.60% | -0.13% | +7.87% | |
| 6 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 4.30% | +0.18% | +1.63% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.12% | -0.25% | +1.55% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.87% | -0.24% | +3.04% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.68% | +0.11% | -0.90% | |
| 10 | MBB | Ishares Mbs ETF | ETF-Other | 2.98% | -0.24% | +22.58% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-Other | 2.68% | -0.18% | +4.48% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.15% | +0.11% | +2.11% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 2.15% | -0.15% | -0.44% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.89% | -0.06% | -0.79% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.76% | -0.14% | -0.79% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.73% | +0.16% | -0.21% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.63% | -0.09% | +7.93% | |
| 18 | DFIC | Dimensional International Co | ETF-Other | 1.31% | — | +4.39% | |
| 19 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.29% | +0.10% | -6.09% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.24% | +0.12% | +8.19% | |
| 21 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.23% | -0.11% | -4.72% | |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.22% | — | -0.61% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | +0.03% | -4.57% | |
| 24 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 1.20% | -0.03% | -4.43% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.19% | +0.06% | -0.32% | |
| 26 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.15% | +0.03% | -1.59% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.15% | +0.08% | -3.31% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.02% | +0.04% | -1.04% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.97% | -0.04% | -7.58% | |
| 30 | IVOV | Vanguard S&p Mid-cap 400 Val | ETF-Other | 0.95% | — | -1.02% | |
| 31 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.91% | -0.03% | -8.75% | |
| 32 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.91% | +0.03% | -0.13% | |
| 33 | AVDE | Avantis International Equity | ETF-Other | 0.78% | -0.05% | -0.47% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.76% | +0.01% | +1.61% | |
| 35 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.68% | +0.09% | -6.45% | |
| 36 | DFAT | Dimensional US Target Value | ETF-Other | 0.66% | — | +0.07% | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.49% | +0.05% | +1.42% | |
| 38 | SUB | Ishares Short-term National | ETF-Other | 0.49% | -0.05% | +1.06% | |
| 39 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.47% | +0.01% | -3.70% | |
| 40 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.45% | -0.03% | -2.48% | |
| 41 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 0.43% | -0.03% | +0.24% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.41% | +0.03% | -9.48% | |
| 43 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.40% | +0.06% | +4.94% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.40% | — | -3.52% | |
| 45 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.38% | +0.01% | -7.23% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.38% | +0.01% | -1.28% | |
| 47 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.36% | -0.05% | +31.90% | |
| 48 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.34% | -0.03% | -1.42% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.28% | — | +0.06% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.16% | — | -6.18% |
According to official SEC Form 13F filings, Lutz Financial Services LLC reported a total U.S. public equity portfolio value of $1.6B across 87 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, SPYV, IJH) accounted for 27.8% of total reported equity market value during Q2 2024.
During Q2 2024, Lutz Financial Services LLC's top holdings by market value included VOO (10.9%)、SPYV (9.4%)、IJH (7.3%). The largest single position, VOO, represented 10.9% of total portfolio value.
In Q2 2024, Lutz Financial Services LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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