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Home > Institutional Investor > Lutz Financial Services Llc > Profile

Instuitional Investor - Lutz Financial Services Llc

Fund Profile
Filing Period:
Fund Name: Lutz Financial Services Llc
Portfolio Value $1,470,354,470
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 253,536 $159,000,379 10.81%
2.
Spdr Series Trust
 2,387,903 $135,656,798 9.23%
3.
Ishares Trust
 IEF 1,578,398 $104,174,277 7.08%
4.
Vanguard Bond Index Funds
 BND 1,362,944 $100,953,289 6.87%
5.
Vanguard Mun Bd Fds
 1,486,795 $74,770,965 5.09%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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