Lutz Financial Services LLC Portfolio Holdings by Sector

Lutz Financial Services LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VOO SPYV IJH BND VTEB MDYV VCSH SCHP 78 stocks	$1.37 Million 98.96% of portfolio	27	37	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B BRK-A 2 stocks	$3,110 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$2,420 0.18% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1,856 0.13% of portfolio	1	1	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,802 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$1,798 0.13% of portfolio	3	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$1,160 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$737 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$483 0.04% of portfolio	-	1	-	-	0 Calls 0 Puts

Credit Services \| Financial Services V MA 2 stocks	$481 0.03% of portfolio	-	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$252 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$228 0.02% of portfolio	-	1	-	-	0 Calls 0 Puts

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