Lutz Financial Services LLC Q2 2025 Filing
Filed July 29, 2025
Portfolio Value
$1.3T
Holdings
97
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (97 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 243,696 | $138.4B | 10.75% | |
| 2 | SPYVSPDR SERIES TRUST | 2,206,774 | $115.5B | 8.97% | |
| 3 | IJHISHARES TR | 1,457,901 | $90.4B | 7.02% | |
| 4 | BNDVANGUARD BD INDEX FDS | 1,188,284 | $87.5B | 6.79% | |
| 5 | VTEBVANGUARD MUN BD FDS | 1,259,230 | $61.7B | 4.79% | |
| 6 | MDYVSPDR SERIES TRUST | 701,235 | $55.7B | 4.32% | |
| 7 | VCSHVANGUARD SCOTTSDALE FDS | 689,269 | $54.8B | 4.25% | |
| 8 | SCHPSCHWAB STRATEGIC TR | 1,850,449 | $49.4B | 3.83% | |
| 9 | MBBISHARES TR | 490,415 | $46.0B | 3.58% | |
| 10 | SPYSPDR S&P 500 ETF TR | 70,703 | $43.7B | 3.39% | |
| 11 | MUBISHARES TR | 344,020 | $35.9B | 2.79% | |
| 12 | DFACDIMENSIONAL ETF TRUST | 820,893 | $29.4B | 2.28% | |
| 13 | IGSBISHARES TR | 477,429 | $25.2B | 1.96% | |
| 14 | DFICDIMENSIONAL ETF TRUST | 739,772 | $23.0B | 1.79% | |
| 15 | IVEISHARES TR | 110,658 | $21.6B | 1.68% | |
| 16 | AGGISHARES TR | 215,551 | $21.4B | 1.66% | |
| 17 | IJRISHARES TR | 178,244 | $19.5B | 1.51% | |
| 18 | SCHMSCHWAB STRATEGIC TR | 688,642 | $19.3B | 1.50% | |
| 19 | BSVVANGUARD BD INDEX FDS | 242,492 | $19.1B | 1.48% | |
| 20 | SCHXSCHWAB STRATEGIC TR | 737,537 | $18.0B | 1.40% | |
| 21 | DUHPDIMENSIONAL ETF TRUST | 487,693 | $17.3B | 1.35% | |
| 22 | DFASDIMENSIONAL ETF TRUST | 235,100 | $15.0B | 1.16% | |
| 23 | VOEVANGUARD INDEX FDS | 90,638 | $14.9B | 1.16% | |
| 24 | IJJISHARES TR | 120,569 | $14.9B | 1.16% | |
| 25 | IVVISHARES TR | 23,968 | $14.9B | 1.16% | |
| 26 | TIPISHARES TR | 134,843 | $14.8B | 1.15% | |
| 27 | VTVVANGUARD INDEX FDS | 82,234 | $14.5B | 1.13% | |
| 28 | VOOVVANGUARD ADMIRAL FDS INC | 75,450 | $14.2B | 1.11% | |
| 29 | QUALISHARES TR | 73,896 | $13.5B | 1.05% | |
| 30 | SLYVSPDR SERIES TRUST | 147,502 | $11.8B | 0.91% | |
| 31 | AVDEAMERICAN CENTY ETF TR | 158,213 | $11.7B | 0.91% | |
| 32 | IVOVVANGUARD ADMIRAL FDS INC | 119,380 | $11.4B | 0.88% | |
| 33 | MDYSPDR S&P MIDCAP 400 ETF TR | 19,107 | $10.8B | 0.84% | |
| 34 | IUSVISHARES TR | 113,419 | $10.7B | 0.83% | |
| 35 | SCHASCHWAB STRATEGIC TR | 416,181 | $10.5B | 0.82% | |
| 36 | AVUVAMERICAN CENTY ETF TR | 92,888 | $8.5B | 0.66% | |
| 37 | DFATDIMENSIONAL ETF TRUST | 141,608 | $7.6B | 0.59% | |
| 38 | STIPISHARES TR | 69,792 | $7.2B | 0.56% | |
| 39 | SUBISHARES TR | 65,765 | $7.0B | 0.54% | |
| 40 | DFEMDIMENSIONAL ETF TRUST | 220,968 | $6.6B | 0.51% | |
| 41 | DFUVDIMENSIONAL ETF TRUST | 130,688 | $5.5B | 0.43% | |
| 42 | IEMGISHARES INC | 86,981 | $5.2B | 0.41% | |
| 43 | VBRVANGUARD INDEX FDS | 24,673 | $4.8B | 0.37% | |
| 44 | IWVISHARES TR | 13,245 | $4.6B | 0.36% | |
| 45 | STPZPIMCO ETF TR | 85,614 | $4.6B | 0.36% | |
| 46 | ISTBISHARES TR | 90,552 | $4.4B | 0.34% | |
| 47 | IJSISHARES TR | 43,914 | $4.4B | 0.34% | |
| 48 | VTIPVANGUARD MALVERN FDS | 85,938 | $4.3B | 0.34% | |
| 49 | VWOVANGUARD INTL EQUITY INDEX F | 80,047 | $4.0B | 0.31% | |
| 50 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,461 | $2.2B | 0.17% | |
| 51 | VMBSVANGUARD SCOTTSDALE FDS | 40,876 | $1.9B | 0.15% | |
| 52 | VEAVANGUARD TAX-MANAGED FDS | 31,625 | $1.8B | 0.14% | |
| 53 | NVDANVIDIA CORPORATION | 10,670 | $1.7B | 0.13% | |
| 54 | MSFTMICROSOFT CORP | 3,165 | $1.6B | 0.12% | |
| 55 | VNQVANGUARD INDEX FDS | 16,857 | $1.5B | 0.12% | |
| 56 | AAPLAPPLE INC | 6,652 | $1.4B | 0.11% | |
| 57 | FNDFSCHWAB STRATEGIC TR | 33,753 | $1.4B | 0.10% | |
| 58 | DFIVDIMENSIONAL ETF TRUST | 28,558 | $1.2B | 0.09% | |
| 59 | VOVANGUARD INDEX FDS | 4,004 | $1.1B | 0.09% | |
| 60 | VTIVANGUARD INDEX FDS | 3,535 | $1.1B | 0.08% | |
| 61 | VVVANGUARD INDEX FDS | 3,614 | $1.0B | 0.08% | |
| 62 | IWMISHARES TR | 3,647 | $787.0M | 0.06% | |
| 63 | VIGVANGUARD SPECIALIZED FUNDS | 3,760 | $769.6M | 0.06% | |
| 64 | AMZNAMAZON COM INC | 3,361 | $737.4M | 0.06% | |
| 65 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $728.8M | 0.06% | |
| 66 | IWDISHARES TR | 3,658 | $710.5M | 0.06% | |
| 67 | DLNWISDOMTREE TR | 7,456 | $612.4M | 0.05% | |
| 68 | VBVANGUARD INDEX FDS | 2,537 | $601.3M | 0.05% | |
| 69 | METAMETA PLATFORMS INC | 790 | $583.1M | 0.05% | |
| 70 | SCHGSCHWAB STRATEGIC TR | 19,334 | $564.8M | 0.04% | |
| 71 | SPMDSPDR SERIES TRUST | 9,264 | $503.8M | 0.04% | |
| 72 | GOOGLALPHABET INC | 2,608 | $459.6M | 0.04% | |
| 73 | JPMJPMORGAN CHASE & CO. | 1,543 | $447.3M | 0.03% | |
| 74 | IWNISHARES TR | 2,687 | $423.9M | 0.03% | |
| 75 | VTVANGUARD INTL EQUITY INDEX F | 3,166 | $406.9M | 0.03% | |
| 76 | AVUSAMERICAN CENTY ETF TR | 3,804 | $383.5M | 0.03% | |
| 77 | GOOGALPHABET INC | 2,162 | $383.5M | 0.03% | |
| 78 | IWRISHARES TR | 4,068 | $374.2M | 0.03% | |
| 79 | DFSVDIMENSIONAL ETF TRUST | 11,818 | $347.8M | 0.03% | |
| 80 | VCITVANGUARD SCOTTSDALE FDS | 4,127 | $342.3M | 0.03% | |
| 81 | AVDVAMERICAN CENTY ETF TR | 4,174 | $330.9M | 0.03% | |
| 82 | SCHFSCHWAB STRATEGIC TR | 14,938 | $330.1M | 0.03% | |
| 83 | AVGOBROADCOM INC | 1,165 | $321.1M | 0.02% | |
| 84 | —SPDR INDEX SHS FDS | 5,015 | $316.1M | 0.02% | |
| 85 | EFAISHARES TR | 3,338 | $298.4M | 0.02% | |
| 86 | NDQINVESCO QQQ TR | 539 | $297.3M | 0.02% | |
| 87 | ILCBISHARES TR | 3,356 | $287.9M | 0.02% | |
| 88 | VVISA INC | 754 | $267.7M | 0.02% | |
| 89 | LLYELI LILLY & CO | 322 | $251.0M | 0.02% | |
| 90 | ONEYSPDR SERIES TRUST | 2,295 | $248.5M | 0.02% | |
| 91 | WMTWALMART INC | 2,476 | $242.1M | 0.02% | |
| 92 | EFVISHARES TR | 3,654 | $232.0M | 0.02% | |
| 93 | SCHVSCHWAB STRATEGIC TR | 8,275 | $229.0M | 0.02% | |
| 94 | MAMASTERCARD INCORPORATED | 404 | $227.0M | 0.02% | |
| 95 | SPABSPDR SERIES TRUST | 8,611 | $220.5M | 0.02% | |
| 96 | IGIBISHARES TR | 4,007 | $213.6M | 0.02% | |
| 97 | IBMINTERNATIONAL BUSINESS MACHS | 714 | $210.5M | 0.02% |