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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
MBB +129,422+$12,176
VEA +20,558+$985
SPMD +9,573+$466
ILCB +3,356+$221
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
SCHO -4,660-$223
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
MUB +212,734+$23,404
DFIC +150,699+$4,567
DUHP +142,345+$4,679
SPYV +100,849+$16,014
DFAC +80,242+$4,192
SCHP +65,480+$4,717
AGG +41,681+$5,007
MDYV +37,891+$7,955
VCSH +35,644+$3,990
BSV +26,067+$2,344
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
VTEB -213,458-$7,166
VGSH -41,315-$2,345
BND -35,998+$1,240
TIP -23,949-$1,951
IGSB -17,251-$140
SUB -9,270-$800
VNQ -5,710-$30
STPZ -5,563-$176
VTIP -4,495-$190
Lutz Financial Services LLC Info
Size ($ in 1000's)
At 12/31/2023: $1,065,951
At 09/30/2023: $918,220

Lutz Financial Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lutz Financial Services LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Lutz Financial Services LLC
As of  12/31/2023, we find all stocks held by Lutz Financial Services LLC to be as follows, presented in the table below with each row detailing each Lutz Financial Services LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Lutz Financial Services LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Lutz Financial Services LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
VANGUARD INDEX FDS (VOO) 254,751 +6,845 $111,275
     VOO254,751+6,845$111,275
SPDR SER TR (SPYV) 2,207,137 +100,849 $102,919
     SPYV2,207,137+100,849$102,919
ISHARES TR (IJH) 284,064 +9,880 $78,728
     IJH284,064+9,880$78,728
VANGUARD BD INDEX FDS (BND) 995,245 -35,998 $73,200
     BND995,245-35,998$73,200
VANGUARD MUN BD FDS (VTEB) 1,051,209 -213,458 $53,664
     VTEB1,051,209-213,458$53,664
SPDR SER TR (MDYV) 645,203 +37,891 $47,345
     MDYV645,203+37,891$47,345
VANGUARD SCOTTSDALE FDS (VCSH) 590,714 +35,644 $45,704
     VCSH590,714+35,644$45,704
SCHWAB STRATEGIC TR 825,023 +65,480 $43,066
     SCHP825,023+65,480$43,066
SPDR S&P 500 ETF TR (SPY) 78,824 -167 $37,466
     SPY78,824-167$37,466
ISHARES TR (MUB) 270,829 +212,734 $29,361
     MUB270,829+212,734$29,361
ISHARES TR (IGSB) 498,594 -17,251 $25,565
     IGSB498,594-17,251$25,565
ISHARES TR (IVE) 122,267 -1,951 $21,261
     IVE122,267-1,951$21,261
ISHARES TR (AGG) 208,655 +41,681 $20,709
     AGG208,655+41,681$20,709
DIMENSIONAL ETF TRUST (DFAC) 689,447 +80,242 $20,153
     DFAC689,447+80,242$20,153
ISHARES TR (IJR) 186,123 +13,594 $20,148
     IJR186,123+13,594$20,148
VANGUARD BD INDEX FDS (BSV) 207,791 +26,067 $16,004
     BSV207,791+26,067$16,004
SCHWAB STRATEGIC TR 203,372 +20,746 $15,318
     SCHM203,372+20,746$15,318
ISHARES TR (TIP) 141,355 -23,949 $15,194
     TIP141,355-23,949$15,194
VANGUARD ADMIRAL FDS INC (VOOV) 88,005 -1,577 $14,781
     VOOV88,005-1,577$14,781
ISHARES TR (IJJ) 127,796 -1,427 $14,574
     IJJ127,796-1,427$14,574
SPDR SER TR (SLYV) 169,735 -860 $14,141
     SLYV169,735-860$14,141
DIMENSIONAL ETF TRUST (DFAS) 228,211 +5,067 $13,606
     DFAS228,211+5,067$13,606
ISHARES TR (IVV) 27,450 +1,343 $13,111
     IVV27,450+1,343$13,111
DIMENSIONAL ETF TRUST (DFIC) 481,092 +150,699 $12,282
     DFIC481,092+150,699$12,282
ISHARES TR (MBB) 129,422 +129,422 $12,176
     MBB129,422+129,422$12,176
SCHWAB STRATEGIC TR 215,183 +12,707 $12,136
     SCHX215,183+12,707$12,136
VANGUARD INDEX FDS (VOE) 80,894 +11,337 $11,730
     VOE80,894+11,337$11,730
VANGUARD ADMIRAL FDS INC (IVOV) 133,982 -975 $11,681
     IVOV133,982-975$11,681
ISHARES TR (IUSV) 131,227 +52 $11,066
     IUSV131,227+52$11,066
ISHARES TR (QUAL) 71,441 -631 $10,512
     QUAL71,441-631$10,512
DIMENSIONAL ETF TRUST (DUHP) 350,311 +142,345 $10,022
     DUHP350,311+142,345$10,022
SPDR S&P MIDCAP 400 ETF TR (MDY) 19,630 -104 $9,960
     MDY19,630-104$9,960
AMERICAN CENTY ETF TR (AVDE) 145,551 +23,552 $8,796
     AVDE145,551+23,552$8,796
SCHWAB STRATEGIC TR 176,694 +7,213 $8,347
     SCHA176,694+7,213$8,347
VANGUARD INDEX FDS (VTV) 53,705 +1,716 $8,029
     VTV53,705+1,716$8,029
DIMENSIONAL ETF TRUST (DFAT) 151,258 +4,044 $7,915
     DFAT151,258+4,044$7,915
ISHARES TR (SUB) 59,638 -9,270 $6,288
     SUB59,638-9,270$6,288
AMERICAN CENTY ETF TR (AVUV) 61,143 +13,539 $5,491
     AVUV61,143+13,539$5,491
DIMENSIONAL ETF TRUST (DFUV) 143,599 -3,009 $5,345
     DFUV143,599-3,009$5,345
VANGUARD MALVERN FDS (VTIP) 105,096 -4,495 $4,991
     VTIP105,096-4,495$4,991
PIMCO ETF TR (STPZ) 97,127 -5,563 $4,968
     STPZ97,127-5,563$4,968
ISHARES INC (IEMG) 97,302 +10,664 $4,922
     IEMG97,302+10,664$4,922
ISHARES TR (ISTB) 98,982 +4,674 $4,708
     ISTB98,982+4,674$4,708
ISHARES TR (IJS) 45,406 -616 $4,680
     IJS45,406-616$4,680
VANGUARD INDEX FDS (VBR) 25,819 -255 $4,647
     VBR25,819-255$4,647
ISHARES TR (IWV) 15,253 UNCH $4,175
     IWV15,253UNCH$4,175
DIMENSIONAL ETF TRUST (DFEM) 137,158 +24,711 $3,423
     DFEM137,158+24,711$3,423
VANGUARD INTL EQUITY INDEX F (VWO) 72,755 -110 $2,990
     VWO72,755-110$2,990
VANGUARD INDEX FDS (VNQ) 31,608 -5,710 $2,793
     VNQ31,608-5,710$2,793
VANGUARD SCOTTSDALE FDS (VGSH) 47,596 -41,315 $2,776
     VGSH47,596-41,315$2,776
ISHARES TR (STIP) 25,252 +17,384 $2,490
     STIP25,252+17,384$2,490
BERKSHIRE HATHAWAY INC DEL      $1,636
     BRK.B4,588-582$1,636
SCHWAB STRATEGIC TR 34,746 -455 $1,172
     FNDF34,746-455$1,172
APPLE INC 5,789 -546 $1,115
     AAPL5,789-546$1,115
MICROSOFT CORP 2,913 -182 $1,095
     MSFT2,913-182$1,095
VANGUARD INDEX FDS (VO) 4,498 +656 $1,046
     VO4,498+656$1,046
DIMENSIONAL ETF TRUST (DFIV) 28,803 -22 $990
     DFIV28,803-22$990
VANGUARD TAX MANAGED FDS (VEA) 20,558 +20,558 $985
     VEA20,558+20,558$985
VANGUARD INDEX FDS (VTI) 3,527 -1,262 $837
     VTI3,527-1,262$837
VANGUARD INDEX FDS (VV) 3,791 +2,724 $827
     VV3,791+2,724$827
VANGUARD INDEX FDS (VB) 3,616 UNCH $771
     VB3,616UNCH$771
ISHARES TR (IWM) 3,613 -81 $725
     IWM3,613-81$725
ISHARES TR (IWN) 4,494 UNCH $698
     IWN4,494UNCH$698
VANGUARD SPECIALIZED FUNDS (VIG) 3,760 UNCH $641
     VIG3,760UNCH$641
ISHARES TR (IWD) 3,825 UNCH $632
     IWD3,825UNCH$632
SCHWAB STRATEGIC TR 7,019 UNCH $582
     SCHG7,019UNCH$582
SCHWAB STRATEGIC TR 22,768 +5,170 $472
     SCHH22,768+5,170$472
SPDR SER TR (SPMD) 9,573 +9,573 $466
     SPMD9,573+9,573$466
AMAZON COM INC 2,996 -467 $455
     AMZN2,996-467$455
VANGUARD INTL EQUITY INDEX F (VT) 4,010 -329 $413
     VT4,010-329$413
VANGUARD SCOTTSDALE FDS (VCIT) 4,075 -426 $331
     VCIT4,075-426$331
NVIDIA CORPORATION 641 -102 $317
     NVDA641-102$317
ISHARES TR (IWR) 4,068 -46 $316
     IWR4,068-46$316
SPDR INDEX SHS FDS (QEMM) 5,120 UNCH $293
     QEMM5,120UNCH$293
META PLATFORMS INC 825 -68 $292
     META825-68$292
WISDOMTREE TR 4,046 UNCH $269
     DLN4,046UNCH$269
JPMORGAN CHASE & CO 1,581 +44 $269
     JPM1,581+44$269
BROADCOM INC 231 -15 $258
     AVGO231-15$258
ISHARES TR (IGIB) 4,920 -1,645 $256
     IGIB4,920-1,645$256
ISHARES TR (EFA) 3,365 UNCH $254
     EFA3,365UNCH$254
ALPHABET INC 1,743 -142 $243
     GOOGL1,743-142$243
ELI LILLY & CO 381 -11 $222
     LLY381-11$222
ISHARES TR (ILCB) 3,356 +3,356 $221
     ILCB3,356+3,356$221
ALPHABET INC 1,562 -65 $220
     GOOG1,562-65$220
SCHWAB STRATEGIC TR 0 -4,660 $0 (exited)
     SCHO0-4,660$0

See Summary: Lutz Financial Services LLC Top Holdings
See Details: Top 10 Stocks Held By Lutz Financial Services LLC

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