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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 $1,065,950,804
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 254,751 $111,275,325 10.43%
2.
Spdr Series Trust
 2,207,137 $102,918,817 9.65%
3.
Ishares Trust
 IEF 284,064 $78,728,334 7.38%
4.
Vanguard Bond Index Funds
 BND 995,245 $73,200,238 6.86%
5.
Vanguard Mun Bd Fds
 1,051,209 $53,664,221 5.03%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)