Universe · entity
Lutz Financial Services LLC
Institutional manager (13F) · CIK 1737112
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD INDEX FDS | $151M | 252,037 |
| 2 | SPDR SERIES TRUST | $138M | 2,434,676 |
| 3 | ISHARES TR | $108M | 1,598,474 |
| 4 | VANGUARD BD INDEX FDS | $105M | 1,431,140 |
| 5 | VANGUARD MUN BD FDS | $78M | 1,569,663 |
| 6 | SPDR SERIES TRUST | $69M | 805,859 |
| 7 | VANGUARD SCOTTSDALE FDS | $68M | 861,445 |
| 8 | SCHWAB STRATEGIC TR | $62M | 2,341,905 |
| 9 | ISHARES TR | $60M | 631,850 |
| 10 | STATE STR SPDR S&P 500 ETF T | $43M | 66,202 |
| 11 | ISHARES TR | $37M | 353,163 |
| 12 | DIMENSIONAL ETF TRUST | $36M | 919,611 |
| 13 | DIMENSIONAL ETF TRUST | $28M | 790,627 |
| 14 | ISHARES TR | $25M | 475,169 |
| 15 | ISHARES TR | $24M | 191,849 |
| 16 | SCHWAB STRATEGIC TR | $23M | 890,800 |
| 17 | ISHARES TR | $22M | 105,481 |
| 18 | DIMENSIONAL ETF TRUST | $21M | 578,161 |
| 19 | SCHWAB STRATEGIC TR | $21M | 678,368 |
| 20 | ISHARES TR | $21M | 209,147 |
| 21 | VANGUARD BD INDEX FDS | $21M | 264,007 |
| 22 | DIMENSIONAL ETF TRUST | $17M | 238,821 |
| 23 | VANGUARD INDEX FDS | $17M | 84,821 |
| 24 | VANGUARD INDEX FDS | $17M | 89,711 |
| 25 | ISHARES TR | $16M | 118,830 |
| 26 | ISHARES TR | $16M | 23,774 |
| 27 | ISHARES TR | $16M | 80,906 |
| 28 | VANGUARD ADMIRAL FDS INC | $15M | 72,295 |
| 29 | ISHARES TR | $14M | 130,532 |
| 30 | SPDR SERIES TRUST | $13M | 138,450 |
| 31 | AMERICAN CENTY ETF TR | $13M | 118,445 |
| 32 | AMERICAN CENTY ETF TR | $13M | 147,685 |
| 33 | VANGUARD ADMIRAL FDS INC | $12M | 114,826 |
| 34 | SCHWAB STRATEGIC TR | $12M | 396,280 |
| 35 | ISHARES TR | $11M | 111,571 |
| 36 | STATE STR SPDR S&P MIDCAP 40 | $11M | 18,190 |
| 37 | DIMENSIONAL ETF TRUST | $9M | 149,514 |
| 38 | ISHARES TR | $9M | 89,402 |
| 39 | DIMENSIONAL ETF TRUST | $8M | 245,676 |
| 40 | DIMENSIONAL ETF TRUST | $7M | 150,558 |
| 41 | ISHARES INC | $6M | 88,939 |
| 42 | ISHARES TR | $6M | 57,341 |
| 43 | VANGUARD INDEX FDS | $5M | 24,033 |
| 44 | ISHARES TR | $5M | 42,331 |
| 45 | ISHARES TR | $5M | 94,905 |
| 46 | ISHARES TR | $4M | 11,854 |
| 47 | VANGUARD INTL EQUITY INDEX F | $4M | 77,830 |
| 48 | PIMCO ETF TR | $4M | 76,584 |
| 49 | VANGUARD MALVERN FDS | $4M | 75,620 |
| 50 | ISHARES TR | $3M | 7,156 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.