Lutz Financial Services LLC Q1 2023 Filing
Filed May 2, 2023
Portfolio Value
$876.3B
Holdings
76
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (76 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 233,866 | $87K | 0.00% | |
| 2 | SPYVSPDR SER TR | 2,048,618 | $83K | 0.00% | |
| 3 | IJHISHARES TR | 259,869 | $65K | 0.00% | |
| 4 | BNDVANGUARD BD INDEX FDS | 841,309 | $62K | 0.00% | |
| 5 | VTEBVANGUARD MUN BD FDS | 1,023,016 | $51K | 0.00% | |
| 6 | VCSHVANGUARD SCOTTSDALE FDS | 481,447 | $36K | 0.00% | |
| 7 | MDYVSPDR SER TR | 552,717 | $36K | 0.00% | |
| 8 | SCHPSCHWAB STRATEGIC TR | 635,338 | $34K | 0.00% | |
| 9 | SPYSPDR S&P 500 ETF TR | 79,752 | $32K | 0.00% | |
| 10 | IGSBISHARES TR | 499,095 | $25K | 0.00% | |
| 11 | TIPISHARES TR | 193,639 | $21K | 0.00% | |
| 12 | IVEISHARES TR | 127,050 | $19K | 0.00% | |
| 13 | AGGISHARES TR | 184,716 | $18K | 0.00% | |
| 14 | IJRISHARES TR | 166,768 | $16K | 0.00% | |
| 15 | IJJISHARES TR | 131,082 | $13K | 0.00% | |
| 16 | SLYVSPDR SER TR | 172,978 | $13K | 0.00% | |
| 17 | VOOVVANGUARD ADMIRAL FDS INC | 91,690 | $13K | 0.00% | |
| 18 | SCHMSCHWAB STRATEGIC TR | 185,836 | $12K | 0.00% | |
| 19 | BSVVANGUARD BD INDEX FDS | 165,053 | $12K | 0.00% | |
| 20 | SUBISHARES TR | 120,494 | $12K | 0.00% | |
| 21 | IVOVVANGUARD ADMIRAL FDS INC | 140,219 | $11K | 0.00% | |
| 22 | DFASDIMENSIONAL ETF TRUST | 224,771 | $11K | 0.00% | |
| 23 | SCHXSCHWAB STRATEGIC TR | 231,955 | $11K | 0.00% | |
| 24 | IVVISHARES TR | 27,233 | $11K | 0.00% | |
| 25 | DFACDIMENSIONAL ETF TRUST | 423,594 | $10K | 0.00% | |
| 26 | IUSVISHARES TR | 143,332 | $10K | 0.00% | |
| 27 | VOEVANGUARD INDEX FDS | 73,225 | $9K | 0.00% | |
| 28 | MDYSPDR S&P MIDCAP 400 ETF TR | 20,045 | $9K | 0.00% | |
| 29 | QUALISHARES TR | 70,136 | $8K | 0.00% | |
| 30 | VGSHVANGUARD SCOTTSDALE FDS | 149,281 | $8K | 0.00% | |
| 31 | SCHASCHWAB STRATEGIC TR | 172,437 | $7K | 0.00% | |
| 32 | DFATDIMENSIONAL ETF TRUST | 147,603 | $6K | 0.00% | |
| 33 | AVDEAMERICAN CENTY ETF TR | 121,429 | $6K | 0.00% | |
| 34 | VTVVANGUARD INDEX FDS | 49,963 | $6K | 0.00% | |
| 35 | MUBISHARES TR | 50,793 | $5K | 0.00% | |
| 36 | STPZPIMCO ETF TR | 101,279 | $5K | 0.00% | |
| 37 | DFUVDIMENSIONAL ETF TRUST | 155,589 | $5K | 0.00% | |
| 38 | DFICDIMENSIONAL ETF TRUST | 213,368 | $5K | 0.00% | |
| 39 | VTIPVANGUARD MALVERN FDS | 116,475 | $5K | 0.00% | |
| 40 | IEMGISHARES INC | 91,375 | $4K | 0.00% | |
| 41 | VBRVANGUARD INDEX FDS | 27,982 | $4K | 0.00% | |
| 42 | ISTBISHARES TR | 94,400 | $4K | 0.00% | |
| 43 | IJSISHARES TR | 46,509 | $4K | 0.00% | |
| 44 | VNQVANGUARD INDEX FDS | 44,762 | $3K | 0.00% | |
| 45 | IWVISHARES TR | 15,253 | $3K | 0.00% | |
| 46 | VWOVANGUARD INTL EQUITY INDEX F | 73,776 | $2K | 0.00% | |
| 47 | AVUVAMERICAN CENTY ETF TR | 36,981 | $2K | 0.00% | |
| 48 | BRK/BBERKSHIRE HATHAWAY INC DEL | 7,922 | $2K | 0.00% | |
| 49 | AAPLAPPLE INC | 10,196 | $1K | 0.00% | |
| 50 | DFEMDIMENSIONAL ETF TRUST | 75,774 | $1K | 0.00% | |
| 51 | FNDFSCHWAB STRATEGIC TR | 36,568 | $1K | 0.00% | |
| 52 | VIGVANGUARD SPECIALIZED FUNDS | 3,810 | $0 | 0.00% | |
| 53 | VCITVANGUARD SCOTTSDALE FDS | 4,519 | $0 | 0.00% | |
| 54 | IWDISHARES TR | 3,825 | $0 | 0.00% | |
| 55 | AMZNAMAZON COM INC | 3,104 | $0 | 0.00% | |
| 56 | SCHOSCHWAB STRATEGIC TR | 9,187 | $0 | 0.00% | |
| 57 | VTVANGUARD INTL EQUITY INDEX F | 5,241 | $0 | 0.00% | |
| 58 | IWRISHARES TR | 4,313 | $0 | 0.00% | |
| 59 | IWNISHARES TR | 4,542 | $0 | 0.00% | |
| 60 | DFIVDIMENSIONAL ETF TRUST | 28,760 | $0 | 0.00% | |
| 61 | —SPDR INDEX SHS FDS | 5,120 | $0 | 0.00% | |
| 62 | IGIBISHARES TR | 6,564 | $0 | 0.00% | |
| 63 | GOOGALPHABET INC | 2,404 | $0 | 0.00% | |
| 64 | EFAISHARES TR | 3,394 | $0 | 0.00% | |
| 65 | DUHPDIMENSIONAL ETF TRUST | 28,273 | $0 | 0.00% | |
| 66 | GOOGLALPHABET INC | 2,452 | $0 | 0.00% | |
| 67 | JPMJPMORGAN CHASE & CO | 1,607 | $0 | 0.00% | |
| 68 | JNJJOHNSON & JOHNSON | 1,314 | $0 | 0.00% | |
| 69 | DLNWISDOMTREE TR | 4,046 | $0 | 0.00% | |
| 70 | SCHHSCHWAB STRATEGIC TR | 23,768 | $0 | 0.00% | |
| 71 | VTIVANGUARD INDEX FDS | 4,789 | $0 | 0.00% | |
| 72 | VBVANGUARD INDEX FDS | 4,799 | $0 | 0.00% | |
| 73 | SCHGSCHWAB STRATEGIC TR | 7,294 | $0 | 0.00% | |
| 74 | IWMISHARES TR | 3,695 | $0 | 0.00% | |
| 75 | VOVANGUARD INDEX FDS | 4,145 | $0 | 0.00% | |
| 76 | MSFTMICROSOFT CORP | 2,982 | $0 | 0.00% |