account_balance
Investment manager · 13F filer · SEC CIK 1737112
Lutz Financial Services LLC
Reported value$1.63Bas of Sep 30, 2026
Positions106 2 new, 8 sold out
Top 10 weight56.8%VOO alone is 11%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
11.3%Added +2%
SPYVSPDR Series Trust
9.6%Added +2%
IJHiShares Tr
7.0%
BNDVanguard Bd Index FDS
5.9%Trimmed −7%
MDYVSPDR Series Trust
4.6%Added +3%
VCSHVanguard Scottsdale FDS
4.4%Added +3%
MUBiShares Tr
4.3%Added +95%
SCHPSchwab Strategic Tr
3.5%Trimmed −8%
MBBiShares Tr
3.2%−12%
SPYSPDR S&P 500 ETF Trust
3.1%
VTEBVanguard Mun Bd FDS
2.7%−44%
DFACDimensional ETF Trust
2.5%
VOOVanguard Index FDS
11.3%Added +2%
SPYVSPDR Series Trust
9.6%Added +2%
IJHiShares Tr
7.0%
BNDVanguard Bd Index FDS
5.9%
MDYVSPDR Series Trust
4.6%+3%
VCSHVanguard Scottsdale FDS
4.4%
MUBiShares Tr
4.3%
SCHPSchwab Strategic Tr
3.5%
MBB3.2%
SPY3.1%VTEB2.7%
DFAC
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 11.3% Added +2%
SPYV SPDR Series Trust 9.6% Added +2%
IJH iShares Tr 7.0% Held
BND Vanguard Bd Index FDS 5.9% Trimmed −7%
MDYV SPDR Series Trust 4.6% Added +3%
VCSH Vanguard Scottsdale FDS 4.4% Added +3%
MUB iShares Tr 4.3% Added +95%
SCHP Schwab Strategic Tr 3.5% Trimmed −8%
MBB iShares Tr 3.2% Trimmed −12%
SPY SPDR S&P 500 ETF Trust 3.1% HeldVTEB Vanguard Mun Bd FDS 2.7% Trimmed −44%
DFAC Dimensional ETF Trust 2.5% Held
What changed
Biggest moves since Jun 30, 2026
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