Lutz Financial Services LLC 13F Holdings
CIK 0001737112 · OMAHA, NE
As of Sep 30, 2025, Lutz Financial Services LLC reported 96 positions worth
CIK 0001737112 · OMAHA, NE
As of Sep 30, 2025, Lutz Financial Services LLC reported 96 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND | VOO | — | 246,920 | 51.2M | 10.95% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) VALUE ETF | SPYV | — | 2,266,428 | 25.4M | 9.08% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 1,488,531 | $97.1M | 7.03% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 1,264,680 | $94.1M | 6.81% |
| VANGUARD TAX-EXEMPT BOND INDEX FUND | VTEB | — | 1,335,724 | $66.9M | 4.84% |
| STATE STREET(R) SPDR(R) S & P 400(TM) MID CAP VALUE ETF | MDYV | — | 726,188 | $60.6M | 4.38% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 745,702 | $59.6M | 4.31% |
| SCHWAB US TIPS ETF | SCHP | — | 1,990,216 | $53.6M | 3.88% |
| ISHARES MBS ETF | MBB | — | 538,957 | $51.3M | 3.71% |
| SPDR S&P 500 ETF TRUST | SPY | — | 69,715 | $46.4M | 3.36% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 338,864 | $36.1M | 2.61% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 836,465 | $32.3M | 2.34% |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | IGSB | — | 480,348 | $25.5M | 1.84% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 755,336 | $24.8M | 1.79% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 109,875 | $22.7M | 1.64% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 179,914 | $21.4M | 1.55% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 210,884 | $21.1M | 1.53% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 254,512 | $20.1M | 1.45% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 674,981 | $20.0M | 1.45% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 514,349 | 9.4M | 1.41% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 736,160 | 9.4M | 1.40% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 232,493 | 5.9M | 1.15% |
| ISHARES CORE S&P 500 ETF | IVV | — | 23,742 | 5.9M | 1.15% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 89,418 | 5.6M | 1.13% |
| ISHARES S&P MID-CAP 400 VALUE ETF | IJJ | — | 120,160 | 5.6M | 1.13% |