Lutz Financial Services LLC Incresed Positions in Q3 2025

Lutz Financial Services LLC

  • $1.38 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.22K
+ 1.32%
$567.77 - $614.76 $1.83M - $1.98M
247K $151M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
59.7K
+ 2.7%
$52.12 - $55.33 $3.11M - $3.3M
2.27M $125M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
30.6K
+ 2.1%
$62.09 - $66.51 $1.9M - $2.04M
1.49M $97.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
76.4K
+ 6.43%
$72.57 - $74.72 $5.54M - $5.71M
1.26M $94.1M
MBB
Ishares Tr

ETFs
48.5K
+ 9.9%
$92.46 - $95.73 $4.49M - $4.65M
539K $51.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
76.5K
+ 6.07%
$48.5 - $50.19 $3.71M - $3.84M
1.34M $66.9M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
25K
+ 3.56%
$78.88 - $85.2 $1.97M - $2.13M
726K $60.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
56.4K
+ 8.19%
$78.96 - $80.04 $4.46M - $4.52M
746K $59.6M
SCHP
Schwab Strategic Us Tips ETF

ETFs
140K
+ 7.55%
$26.44 - $27.1 $3.7M - $3.79M
1.99M $53.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
15.6K
+ 1.9%
$36.04 - $38.78 $561K - $604K
836K $32.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.67K
+ 0.94%
$108.46 - $120.63 $181K - $201K
180K $21.4M
DFIC
Dimensional ETF Tr Dimensional

ETFs
15.6K
+ 2.1%
$30.76 - $33.01 $479K - $514K
755K $24.8M
AVUV
American Centy ETF Tr Avantis

ETFs
5.59K
+ 6.02%
$90.37 - $102.12 $505K - $571K
98.5K $9.8M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
12K
+ 4.96%
$78.11 - $79.07 $939K - $950K
255K $20.1M
VTV
Vanguard Value ETF

ETFs
257
+ 0.31%
$175.51 - $186.57 $45.1K - $47.9K
82.5K $15.4M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
7.46K
+ 3.37%
$29.55 - $32.52 $220K - $242K
228K $7.33M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6.58K
+ 9.43%
$102.4 - $103.88 $674K - $684K
76.4K $7.89M
AAPL
Apple Inc.

Technology
426
+ 6.4%
$202.38 - $256.87 $86.2K - $109K
7.08K $1.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.92K
+ 0.61%
$52.39 - $53.11 $153K - $155K
480K $25.5M
GOOGL
Alphabet Inc.

Communication Services
78
+ 2.99%
$174.36 - $254.72 $13.6K - $19.9K
2.69K $652K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
227
+ 5.09%
$459.11 - $506.91 $104K - $115K
4.69K $2.36M
GOOG
Alphabet Inc.

Communication Services
75
+ 3.47%
$175.16 - $255.24 $13.1K - $19.1K
2.24K $544K
IWD
Ishares Russell 1000 Val ETF

ETFs
542
+ 14.82%
$192.76 - $203.86 $104K - $110K
4.2K $855K
AVGO
Broadcom Inc.

Technology
163
+ 13.99%
$264.74 - $369.57 $43.2K - $60.2K
1.33K $438K
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.05K
+ 5.45%
$28.92 - $32.19 $30.5K - $33.9K
20.4K $650K
VV
Vanguard Large Cap ETF

ETFs
11
+ 0.3%
$285.05 - $309.14 $3.14K - $3.4K
3.63K $1.12M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.25K
+ 1.38%
$48.31 - $48.93 $60.3K - $61.1K
91.8K $4.48M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
912
+ 2.23%
$45.72 - $47.27 $41.7K - $43.1K
41.8K $1.96M
VO
Vanguard Mid Cap ETF

ETFs
9
+ 0.22%
$279.83 - $293.74 $2.52K - $2.64K
4.01K $1.18M
VB
Vanguard Small Cap ETF

ETFs
4
+ 0.16%
$237.58 - $259.17 $950 - $1.04K
2.54K $646K
META
Meta Platforms, Inc.

Communication Services
30
+ 3.8%
$695.21 - $791.73 $20.9K - $23.8K
820 $602K
Activity Summary
Buys All Purchases 34 New Holdings 2 Increased Positions 32 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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