Lutz Financial Services LLC
CIK Number: 0001737112
Main Sectors:
Top Industries:
Filing Date: Jul 29, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 50... | 607.40 | -0.66% | 243.7K | +0.05% | 138.43M | 314.62 | 10.75% | Share |
| 2 | SPYV | SPDR Portfolio ... | 54.84 | -0.83% | 2.21M | -0.05% | 115.5M | 33.89 | 8.97% | Share |
| 3 | IJH | iShares Core S&... | 64.35 | -1.21% | 1.46M | -0.04% | 90.42M | 41.84 | 7.02% | Share |
| 4 | BND | Vanguard Total ... | 74.98 | +0.37% | 1.19M | +3.05% | 87.49M | 76.12 | 6.79% | Share |
| 5 | VTEB | Vanguard Tax-Ex... | 50.47 | +0.24% | 1.26M | -14.52% | 61.74M | 49.77 | 4.79% | Share |
| 6 | MDYV | SPDR S&P 400 Mi... | 82.21 | -1.21% | 701.24K | -0.39% | 55.7M | 57.6 | 4.32% | Share |
| 7 | VCSH | Vanguard Short-... | 80.07 | +0.14% | 689.27K | +1.20% | 54.8M | 79.93 | 4.25% | Share |
| 8 | SCHP | Schwab U.S. TIP... | 27.07 | +0.26% | 1.85M | -1.69% | 49.37M | 28.2 | 3.83% | Share |
| 9 | MBB | iShares MBS ETF | 95.89 | +0.38% | 490.42K | +1.83% | 46.05M | 92.65 | 3.58% | Share |
| 10 | SPY | SPDR S&P 500 ET... | 660.69 | -0.67% | 70.7K | -3.8% | 43.68M | 274.72 | 3.39% | Share |
| 11 | MUB | iShares Nationa... | 107.42 | +0.30% | 344.02K | +16.50% | 35.94M | 108.18 | 2.79% | Share |
| 12 | DFAC | Dimensional U.S... | 38.09 | -0.96% | 820.89K | +1.76% | 29.42M | 26.95 | 2.28% | Share |
| 13 | IGSB | iShares 1-5 Yea... | 53.13 | +0.13% | 477.43K | -1.17% | 25.19M | 52.91 | 1.96% | Share |
| 14 | DFIC | Dimensional Int... | 32.91 | +0.20% | 739.77K | -0.24% | 23M | 24.94 | 1.79% | Share |
| 15 | IVE | iShares S&P 500... | 204.64 | -0.9% | 110.66K | -4.84% | 21.62M | 114.25 | 1.68% | Share |
| 16 | AGG | iShares Core U.... | 101.08 | +0.34% | 215.55K | -0.71% | 21.38M | 102.46 | 1.66% | Share |
| 17 | IJR | iShares Core S&... | 117.82 | -1.28% | 178.24K | -4.51% | 19.48M | 83.73 | 1.51% | Share |
| 18 | SCHM | Schwab U.S. Mid... | 29.46 | -1.14% | 688.64K | +25.97% | 19.32M | 19.32 | 1.50% | Share |
| 19 | BSV | Vanguard Short-... | 79.19 | +0.20% | 242.49K | -1.16% | 19.08M | 77.56 | 1.48% | Share |
| 20 | SCHX | Schwab U.S. Lar... | 26.16 | -0.74% | 737.54K | +25.72% | 18.03M | 16.73 | 1.40% | Share |
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