The Analysis of Lutz Financial Services LLC's Holdings

Currently, Lutz Financial Services LLC holds 96 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in BND (+76.4K shares, valued at $5.7M), MBB (+48.5K shares, valued at $4.6M), VCSH (+56.4K shares, valued at $4.5M); decreased their positions in SPY (-988 shares, valued at $658.2K), MUB (-5.2K shares, valued at $549.1K), AGG (-4.7K shares, valued at $467.9K); initiated new positions in ORCL (+855 shares, valued at $240.5K), AVEM (+2.7K shares, valued at $206.5K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS246.9K shares1.32%2025-09-302025-11-10

SPYV SPDR SERIES TRUST2.3M shares2.70%2025-09-302025-11-10

IJH ISHARES TR1.5M shares2.10%2025-09-302025-11-10

BND VANGUARD BD INDEX FDS1.3M shares6.43%2025-09-302025-11-10

VTEB VANGUARD MUN BD FDS1.3M shares6.07%2025-09-302025-11-10

MDYV SPDR SERIES TRUST726.2K shares3.56%2025-09-302025-11-10

VCSH VANGUARD SCOTTSDALE FDS745.7K shares8.19%2025-09-302025-11-10

SCHP SCHWAB STRATEGIC TR2.0M shares7.55%2025-09-302025-11-10

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MBB ISHARES TR539.0K shares9.90%2025-09-302025-11-10

SPY SPDR S&P 500 ETF TR69.7K shares-1.40%2025-09-302025-11-10

MUB ISHARES TR338.9K shares-1.50%2025-09-302025-11-10

DFAC DIMENSIONAL ETF TRUST836.5K shares1.90%2025-09-302025-11-10

IGSB ISHARES TR480.3K shares0.61%2025-09-302025-11-10

DFIC DIMENSIONAL ETF TRUST755.3K shares2.10%2025-09-302025-11-10

IVE ISHARES TR109.9K shares-0.71%2025-09-302025-11-10

IJR ISHARES TR179.9K shares0.94%2025-09-302025-11-10

Sponsored

AGG ISHARES TR210.9K shares-2.17%2025-09-302025-11-10

BSV VANGUARD BD INDEX FDS254.5K shares4.96%2025-09-302025-11-10

SCHM SCHWAB STRATEGIC TR675.0K shares-1.98%2025-09-302025-11-10

DUHP DIMENSIONAL ETF TRUST514.3K shares5.47%2025-09-302025-11-10

SCHX SCHWAB STRATEGIC TR736.2K shares-0.19%2025-09-302025-11-10

DFAS DIMENSIONAL ETF TRUST232.5K shares-1.11%2025-09-302025-11-10

IVV ISHARES TR23.7K shares-0.94%2025-09-302025-11-10

VOE VANGUARD INDEX FDS89.4K shares-1.35%2025-09-302025-11-10

Sponsored

IJJ ISHARES TR120.2K shares-0.34%2025-09-302025-11-10

VTV VANGUARD INDEX FDS82.5K shares0.31%2025-09-302025-11-10

VOOV VANGUARD ADMIRAL FDS INC74.8K shares-0.89%2025-09-302025-11-10

TIP ISHARES TR133.9K shares-0.69%2025-09-302025-11-10

QUAL ISHARES TR73.1K shares-1.01%2025-09-302025-11-10

SLYV SPDR SERIES TRUST144.4K shares-2.12%2025-09-302025-11-10

AVDE AMERICAN CENTY ETF TR155.9K shares-1.48%2025-09-302025-11-10

IVOV VANGUARD ADMIRAL FDS INC117.7K shares-1.38%2025-09-302025-11-10

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SCHA SCHWAB STRATEGIC TR412.8K shares-0.80%2025-09-302025-11-10

IUSV ISHARES TR113.3K shares-0.13%2025-09-302025-11-10

MDY SPDR S&P MIDCAP 400 ETF TR18.9K shares-1.33%2025-09-302025-11-10

AVUV AMERICAN CENTY ETF TR98.5K shares6.02%2025-09-302025-11-10

DFAT DIMENSIONAL ETF TRUST139.4K shares-1.57%2025-09-302025-11-10

STIP ISHARES TR76.4K shares9.43%2025-09-302025-11-10

DFEM DIMENSIONAL ETF TRUST228.4K shares3.37%2025-09-302025-11-10

SUB ISHARES TR65.8K shares-0.02%2025-09-302025-11-10

Sponsored

DFUV DIMENSIONAL ETF TRUST128.0K shares-2.08%2025-09-302025-11-10

IEMG ISHARES INC85.8K shares-1.40%2025-09-302025-11-10

VBR VANGUARD INDEX FDS24.5K shares-0.72%2025-09-302025-11-10

IJS ISHARES TR43.8K shares-0.23%2025-09-302025-11-10

IWV ISHARES TR12.7K shares-4.37%2025-09-302025-11-10

STPZ PIMCO ETF TR85.6K shares0.00%2025-09-302025-11-10

ISTB ISHARES TR91.8K shares1.38%2025-09-302025-11-10

VTIP VANGUARD MALVERN FDS85.5K shares-0.45%2025-09-302025-11-10

Sponsored

VWO VANGUARD INTL EQUITY INDEX F78.8K shares-1.58%2025-09-302025-11-10

BRK.B BERKSHIRE HATHAWAY INC DEL4.7K shares5.09%2025-09-302025-11-10

NVDA NVIDIA CORPORATION10.6K shares-0.43%2025-09-302025-11-10

VMBS VANGUARD SCOTTSDALE FDS41.8K shares2.23%2025-09-302025-11-10

VEA VANGUARD TAX-MANAGED FDS30.8K shares-2.62%2025-09-302025-11-10

AAPL APPLE INC7.1K shares6.40%2025-09-302025-11-10

MSFT MICROSOFT CORP3.1K shares-1.42%2025-09-302025-11-10

VNQ VANGUARD INDEX FDS16.8K shares-0.05%2025-09-302025-11-10

Sponsored

FNDF SCHWAB STRATEGIC TR33.8K shares0.00%2025-09-302025-11-10

DFIV DIMENSIONAL ETF TRUST28.6K shares0.00%2025-09-302025-11-10

VO VANGUARD INDEX FDS4.0K shares0.22%2025-09-302025-11-10

VTI VANGUARD INDEX FDS3.5K shares0.00%2025-09-302025-11-10

VV VANGUARD INDEX FDS3.6K shares0.30%2025-09-302025-11-10

IWM ISHARES TR3.6K shares0.00%2025-09-302025-11-10

IWD ISHARES TR4.2K shares14.82%2025-09-302025-11-10

VIG VANGUARD SPECIALIZED FUNDS3.8K shares0.00%2025-09-302025-11-10

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-10

AMZN AMAZON COM INC3.4K shares-0.09%2025-09-302025-11-10

GOOGL ALPHABET INC2.7K shares2.99%2025-09-302025-11-10

SCHG SCHWAB STRATEGIC TR20.4K shares5.45%2025-09-302025-11-10

DLN WISDOMTREE TR7.5K shares0.00%2025-09-302025-11-10

VB VANGUARD INDEX FDS2.5K shares0.16%2025-09-302025-11-10

META META PLATFORMS INC820 shares3.80%2025-09-302025-11-10

GOOG ALPHABET INC2.2K shares3.47%2025-09-302025-11-10

Sponsored

SPMD SPDR SERIES TRUST9.3K shares0.00%2025-09-302025-11-10

JPM JPMORGAN CHASE & CO.1.5K shares-0.58%2025-09-302025-11-10

AVGO BROADCOM INC1.3K shares13.99%2025-09-302025-11-10

IWN ISHARES TR2.4K shares-8.89%2025-09-302025-11-10

VT VANGUARD INTL EQUITY INDEX F3.1K shares-2.65%2025-09-302025-11-10

AVUS AMERICAN CENTY ETF TR3.8K shares-0.60%2025-09-302025-11-10

IWR ISHARES TR4.1K shares-0.07%2025-09-302025-11-10

DFSV DIMENSIONAL ETF TRUST11.8K shares-0.02%2025-09-302025-11-10

Sponsored

AVDV AMERICAN CENTY ETF TR4.2K shares0.00%2025-09-302025-11-10

SCHF SCHWAB STRATEGIC TR14.9K shares0.00%2025-09-302025-11-10

VCIT VANGUARD SCOTTSDALE FDS4.1K shares-0.27%2025-09-302025-11-10

QEMM SPDR INDEX SHS FDS5.0K shares0.00%2025-09-302025-11-10

QQQ INVESCO QQQ TR539 shares0.00%2025-09-302025-11-10

EFA ISHARES TR3.3K shares0.00%2025-09-302025-11-10

ILCB ISHARES TR3.3K shares-1.49%2025-09-302025-11-10

ONEY SPDR SERIES TRUST2.3K shares0.00%2025-09-302025-11-10

Sponsored

V VISA INC750 shares-0.53%2025-09-302025-11-10

WMT WALMART INC2.4K shares-1.21%2025-09-302025-11-10

SCHV SCHWAB STRATEGIC TR8.3K shares0.00%2025-09-302025-11-10

ORCL ORACLE CORP855 sharesnew addition2025-09-302025-11-10

LLY ELI LILLY & CO299 shares-7.14%2025-09-302025-11-10

MA MASTERCARD INCORPORATED397 shares-1.73%2025-09-302025-11-10

IGIB ISHARES TR4.0K shares0.00%2025-09-302025-11-10

AVEM AMERICAN CENTY ETF TR2.7K sharesnew addition2025-09-302025-11-10

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available