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The Analysis of Lutz Financial Services LLC's Holdings & P&L

Currently, Lutz Financial Services LLC holds 100 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in BND (+68.2K shares, valued at $5.0M), SCHX (+162.5K shares, valued at $4.2M), VTEB (+82.9K shares, valued at $4.1M); decreased their positions in N/A (-3.3K shares, valued at $1.6M), AGG (-10.7K shares, valued at $1.1M), N/A (-1.5K shares, valued at $895.7K).

1M P&L

+17.0M+1.22%

3M P&L

+11.8M+0.84%

HY P&L

+87.1M+6.58%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.3B

99.5%

2Semiconductors1.8M

0.1%

3Consumer Electronics1.5M

0.1%

Top Industries by Stock Count

1N/A86 stocks

91.5%

2Internet Retail1 stocks

1.1%

3Consumer Electronics1 stocks

1.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS252.0K shares-0.59%2026-03-312026-05-04

SPYV SPDR SERIES TRUST2.4M shares1.96%2026-03-312026-05-04

IJH ISHARES TR1.6M shares1.27%2026-03-312026-05-04

BND VANGUARD BD INDEX FDS1.4M shares5.00%2026-03-312026-05-04

VTEB VANGUARD MUN BD FDS1.6M shares5.57%2026-03-312026-05-04

MDYV SPDR SERIES TRUST805.9K shares2.86%2026-03-312026-05-04

VCSH VANGUARD SCOTTSDALE FDS861.4K shares5.12%2026-03-312026-05-04

SCHP SCHWAB STRATEGIC TR2.3M shares6.13%2026-03-312026-05-04

Sponsored

MBB ISHARES TR631.9K shares5.73%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T66.2K shares-1.00%2026-03-312026-05-04

MUB ISHARES TR353.2K shares0.53%2026-03-312026-05-04

DFAC DIMENSIONAL ETF TRUST919.6K shares2.53%2026-03-312026-05-04

DFIC DIMENSIONAL ETF TRUST790.6K shares-0.08%2026-03-312026-05-04

IGSB ISHARES TR475.2K shares-2.38%2026-03-312026-05-04

IJR ISHARES TR191.8K shares0.43%2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR890.8K shares22.31%2026-03-312026-05-04

Sponsored

IVE ISHARES TR105.5K shares-1.39%2026-03-312026-05-04

DUHP DIMENSIONAL ETF TRUST578.2K shares2.81%2026-03-312026-05-04

SCHM SCHWAB STRATEGIC TR678.4K shares1.20%2026-03-312026-05-04

AGG ISHARES TR209.1K shares-4.89%2026-03-312026-05-04

BSV VANGUARD BD INDEX FDS264.0K shares-1.50%2026-03-312026-05-04

DFAS DIMENSIONAL ETF TRUST238.8K shares0.68%2026-03-312026-05-04

VTV VANGUARD INDEX FDS84.8K shares3.71%2026-03-312026-05-04

VOE VANGUARD INDEX FDS89.7K shares0.28%2026-03-312026-05-04

Sponsored

IJJ ISHARES TR118.8K shares-1.02%2026-03-312026-05-04

IVV ISHARES TR23.8K shares-0.80%2026-03-312026-05-04

QUAL ISHARES TR80.9K shares4.66%2026-03-312026-05-04

VOOV VANGUARD ADMIRAL FDS INC72.3K shares-2.48%2026-03-312026-05-04

TIP ISHARES TR130.5K shares-2.00%2026-03-312026-05-04

SLYV SPDR SERIES TRUST138.4K shares-3.47%2026-03-312026-05-04

AVUV AMERICAN CENTY ETF TR118.4K shares3.38%2026-03-312026-05-04

AVDE AMERICAN CENTY ETF TR147.7K shares-4.30%2026-03-312026-05-04

Sponsored

IVOV VANGUARD ADMIRAL FDS INC114.8K shares-1.42%2026-03-312026-05-04

SCHA SCHWAB STRATEGIC TR396.3K shares-2.96%2026-03-312026-05-04

IUSV ISHARES TR111.6K shares-0.69%2026-03-312026-05-04

MDY STATE STR SPDR S&P MIDCAP 4018.2K shares-2.06%2026-03-312026-05-04

DFAT DIMENSIONAL ETF TRUST149.5K shares-1.83%2026-03-312026-05-04

STIP ISHARES TR89.4K shares7.22%2026-03-312026-05-04

DFEM DIMENSIONAL ETF TRUST245.7K shares2.29%2026-03-312026-05-04

DFUV DIMENSIONAL ETF TRUST150.6K shares-0.96%2026-03-312026-05-04

Sponsored

IEMG ISHARES INC88.9K shares-0.52%2026-03-312026-05-04

SUB ISHARES TR57.3K shares-0.76%2026-03-312026-05-04

VBR VANGUARD INDEX FDS24.0K shares-1.93%2026-03-312026-05-04

IJS ISHARES TR42.3K shares-1.23%2026-03-312026-05-04

ISTB ISHARES TR94.9K shares0.89%2026-03-312026-05-04

IWV ISHARES TR11.9K shares-2.64%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F77.8K shares-1.62%2026-03-312026-05-04

STPZ PIMCO ETF TR76.6K shares-2.90%2026-03-312026-05-04

Sponsored

VTIP VANGUARD MALVERN FDS75.6K shares-11.59%2026-03-312026-05-04

IWB ISHARES TR7.2K shares-2.03%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS30.6K shares-0.58%2026-03-312026-05-04

VMBS VANGUARD SCOTTSDALE FDS41.7K shares-1.72%2026-03-312026-05-04

NVDA NVIDIA CORPORATION10.3K shares0.30%2026-03-312026-05-04

FNDF SCHWAB STRATEGIC TR31.7K shares-4.91%2026-03-312026-05-04

AAPL APPLE INC6.1K shares0.13%2026-03-312026-05-04

DFIV DIMENSIONAL ETF TRUST29.1K shares-1.88%2026-03-312026-05-04

Sponsored

VNQ VANGUARD INDEX FDS16.3K shares-3.24%2026-03-312026-05-04

MSFT MICROSOFT CORP3.1K shares2.75%2026-03-312026-05-04

VO VANGUARD INDEX FDS3.9K shares-0.41%2026-03-312026-05-04

VTI VANGUARD INDEX FDS3.5K shares-1.71%2026-03-312026-05-04

VV VANGUARD INDEX FDS3.7K shares0.00%2026-03-312026-05-04

IWM ISHARES TR4.2K shares0.00%2026-03-312026-05-04

DFSD DIMENSIONAL ETF TRUST19.8K shares-8.04%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS4.1K shares7.74%2026-03-312026-05-04

Sponsored

IWD ISHARES TR4.0K shares-3.86%2026-03-312026-05-04

EFA ISHARES TR8.1K shares-0.22%2026-03-312026-05-04

AMZN AMAZON COM INC3.5K shares-7.15%2026-03-312026-05-04

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-04

DLN WISDOMTREE TR7.5K shares0.00%2026-03-312026-05-04

VB VANGUARD INDEX FDS2.5K shares0.00%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares-71.00%2026-03-312026-05-04

ALPHABET INC ALPHABET INC2.1K shares-1.60%2026-03-312026-05-04

Sponsored

SCHG SCHWAB STRATEGIC TR19.3K shares0.00%2026-03-312026-05-04

SPMD SPDR SERIES TRUST9.3K shares0.00%2026-03-312026-05-04

DBEF DBX ETF TR10.5K shares0.00%2026-03-312026-05-04

AVDV AMERICAN CENTY ETF TR5.1K shares0.00%2026-03-312026-05-04

ALPHABET INC ALPHABET INC1.8K shares-3.93%2026-03-312026-05-04

DFCF DIMENSIONAL ETF TRUST11.2K shares-0.10%2026-03-312026-05-04

AVUS AMERICAN CENTY ETF TR4.2K shares4.70%2026-03-312026-05-04

IWN ISHARES TR2.4K shares-0.37%2026-03-312026-05-04

Sponsored

META META PLATFORMS INC791 shares-5.61%2026-03-312026-05-04

VT VANGUARD INTL EQUITY INDEX F3.2K shares6.53%2026-03-312026-05-04

DFSV DIMENSIONAL ETF TRUST12.3K shares1.69%2026-03-312026-05-04

BROADCOM INC BROADCOM INC1.4K shares-6.35%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO1.4K shares3.13%2026-03-312026-05-04

IWR ISHARES TR4.1K shares0.00%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR14.9K shares0.00%2026-03-312026-05-04

AVLV AMERICAN CENTY ETF TR4.5K shares0.00%2026-03-312026-05-04

Sponsored

QEMM SPDR INDEX SHS FDS5.0K shares0.00%2026-03-312026-05-04

LLY ELI LILLY & CO342 shares5.23%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR539 shares-2.18%2026-03-312026-05-04

VCIT VANGUARD SCOTTSDALE FDS3.6K shares-0.25%2026-03-312026-05-04

ILCB ISHARES TR3.3K shares0.00%2026-03-312026-05-04

WMT WALMART INC2.2K shares1.18%2026-03-312026-05-04

ONEY SPDR SERIES TRUST2.3K shares0.00%2026-03-312026-05-04

SCHV SCHWAB STRATEGIC TR8.3K shares0.00%2026-03-312026-05-04

Sponsored

VUG VANGUARD INDEX FDS562 shares24.61%2026-03-312026-05-04

SPEM SPDR INDEX SHS FDS4.8K shares0.00%2026-03-312026-05-04

AVEM AMERICAN CENTY ETF TR2.8K shares0.00%2026-03-312026-05-04

IGIB ISHARES TR4.0K shares0.00%2026-03-312026-05-04

VANGUARD INDEX FDS

-0.59%

Shares252.0K

Event2026-03-31

Filed2026-05-04

SPYV

SPDR SERIES TRUST

1.96%

Shares2.4M

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

1.27%

Shares1.6M

Event2026-03-31

Filed2026-05-04

BND

VANGUARD BD INDEX FDS

5.00%

Shares1.4M

Event2026-03-31

Filed2026-05-04

VTEB

VANGUARD MUN BD FDS

5.57%

Shares1.6M

Event2026-03-31

Filed2026-05-04

MDYV

SPDR SERIES TRUST

2.86%

Shares805.9K

Event2026-03-31

Filed2026-05-04

VCSH

VANGUARD SCOTTSDALE FDS

5.12%

Shares861.4K

Event2026-03-31

Filed2026-05-04

SCHP

SCHWAB STRATEGIC TR

6.13%

Shares2.3M

Event2026-03-31

Filed2026-05-04

MBB

ISHARES TR

5.73%

Shares631.9K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

-1.00%

Shares66.2K

Event2026-03-31

Filed2026-05-04

MUB

ISHARES TR

0.53%

Shares353.2K

Event2026-03-31

Filed2026-05-04

DFAC

DIMENSIONAL ETF TRUST

2.53%

Shares919.6K

Event2026-03-31

Filed2026-05-04

DFIC

DIMENSIONAL ETF TRUST

-0.08%

Shares790.6K

Event2026-03-31

Filed2026-05-04

IGSB

ISHARES TR

-2.38%

Shares475.2K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

0.43%

Shares191.8K

Event2026-03-31

Filed2026-05-04

SCHX

SCHWAB STRATEGIC TR

22.31%

Shares890.8K

Event2026-03-31

Filed2026-05-04

IVE

ISHARES TR

-1.39%

Shares105.5K

Event2026-03-31

Filed2026-05-04

DUHP

DIMENSIONAL ETF TRUST

2.81%

Shares578.2K

Event2026-03-31

Filed2026-05-04

SCHM

SCHWAB STRATEGIC TR

1.20%

Shares678.4K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

-4.89%

Shares209.1K

Event2026-03-31

Filed2026-05-04

BSV

VANGUARD BD INDEX FDS

-1.50%

Shares264.0K

Event2026-03-31

Filed2026-05-04

DFAS

DIMENSIONAL ETF TRUST

0.68%

Shares238.8K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

3.71%

Shares84.8K

Event2026-03-31

Filed2026-05-04

VOE

VANGUARD INDEX FDS

0.28%

Shares89.7K

Event2026-03-31

Filed2026-05-04

IJJ

ISHARES TR

-1.02%

Shares118.8K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

-0.80%

Shares23.8K

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

4.66%

Shares80.9K

Event2026-03-31

Filed2026-05-04

VOOV

VANGUARD ADMIRAL FDS INC

-2.48%

Shares72.3K

Event2026-03-31

Filed2026-05-04

TIP

ISHARES TR

-2.00%

Shares130.5K

Event2026-03-31

Filed2026-05-04

SLYV

SPDR SERIES TRUST

-3.47%

Shares138.4K

Event2026-03-31

Filed2026-05-04

AVUV

AMERICAN CENTY ETF TR

3.38%

Shares118.4K

Event2026-03-31

Filed2026-05-04

AVDE

AMERICAN CENTY ETF TR

-4.30%

Shares147.7K

Event2026-03-31

Filed2026-05-04

IVOV

VANGUARD ADMIRAL FDS INC

-1.42%

Shares114.8K

Event2026-03-31

Filed2026-05-04

SCHA

SCHWAB STRATEGIC TR

-2.96%

Shares396.3K

Event2026-03-31

Filed2026-05-04

IUSV

ISHARES TR

-0.69%

Shares111.6K

Event2026-03-31

Filed2026-05-04

MDY

STATE STR SPDR S&P MIDCAP 40

-2.06%

Shares18.2K

Event2026-03-31

Filed2026-05-04

DFAT

DIMENSIONAL ETF TRUST

-1.83%

Shares149.5K

Event2026-03-31

Filed2026-05-04

STIP

ISHARES TR

7.22%

Shares89.4K

Event2026-03-31

Filed2026-05-04

DFEM

DIMENSIONAL ETF TRUST

2.29%

Shares245.7K

Event2026-03-31

Filed2026-05-04

DFUV

DIMENSIONAL ETF TRUST

-0.96%

Shares150.6K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

-0.52%

Shares88.9K

Event2026-03-31

Filed2026-05-04

SUB

ISHARES TR

-0.76%

Shares57.3K

Event2026-03-31

Filed2026-05-04

VBR

VANGUARD INDEX FDS

-1.93%

Shares24.0K

Event2026-03-31

Filed2026-05-04

IJS

ISHARES TR

-1.23%

Shares42.3K

Event2026-03-31

Filed2026-05-04

ISTB

ISHARES TR

0.89%

Shares94.9K

Event2026-03-31

Filed2026-05-04

IWV

ISHARES TR

-2.64%

Shares11.9K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

-1.62%

Shares77.8K

Event2026-03-31

Filed2026-05-04

STPZ

PIMCO ETF TR

-2.90%

Shares76.6K

Event2026-03-31

Filed2026-05-04

VTIP

VANGUARD MALVERN FDS

-11.59%

Shares75.6K

Event2026-03-31

Filed2026-05-04

IWB

ISHARES TR

-2.03%

Shares7.2K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

-0.58%

Shares30.6K

Event2026-03-31

Filed2026-05-04

VMBS

VANGUARD SCOTTSDALE FDS

-1.72%

Shares41.7K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

0.30%

Shares10.3K

Event2026-03-31

Filed2026-05-04

FNDF

SCHWAB STRATEGIC TR

-4.91%

Shares31.7K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

0.13%

Shares6.1K

Event2026-03-31

Filed2026-05-04

DFIV

DIMENSIONAL ETF TRUST

-1.88%

Shares29.1K

Event2026-03-31

Filed2026-05-04

VNQ

VANGUARD INDEX FDS

-3.24%

Shares16.3K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

2.75%

Shares3.1K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-0.41%

Shares3.9K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

-1.71%

Shares3.5K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-04

DFSD

DIMENSIONAL ETF TRUST

-8.04%

Shares19.8K

Event2026-03-31

Filed2026-05-04

VIG

VANGUARD SPECIALIZED FUNDS

7.74%

Shares4.1K

Event2026-03-31

Filed2026-05-04

IWD

ISHARES TR

-3.86%

Shares4.0K

Event2026-03-31

Filed2026-05-04

EFA

ISHARES TR

-0.22%

Shares8.1K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

-7.15%

Shares3.5K

Event2026-03-31

Filed2026-05-04

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-05-04

DLN

WISDOMTREE TR

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

-71.00%

Shares1.4K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-1.60%

Shares2.1K

Event2026-03-31

Filed2026-05-04

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares19.3K

Event2026-03-31

Filed2026-05-04

SPMD

SPDR SERIES TRUST

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-04

DBEF

DBX ETF TR

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-04

AVDV

AMERICAN CENTY ETF TR

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-3.93%

Shares1.8K

Event2026-03-31

Filed2026-05-04

DFCF

DIMENSIONAL ETF TRUST

-0.10%

Shares11.2K

Event2026-03-31

Filed2026-05-04

AVUS

AMERICAN CENTY ETF TR

4.70%

Shares4.2K

Event2026-03-31

Filed2026-05-04

IWN

ISHARES TR

-0.37%

Shares2.4K

Event2026-03-31

Filed2026-05-04