Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $1,237,009,495
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 247,736 $133,482,891 10.79%
2.
Spdr Series Trust
 2,211,625 $113,102,505 9.14%
3.
Ishares Trust
 IEF 1,445,080 $90,042,911 7.27%
4.
Vanguard Bond Index Funds
 BND 1,120,088 $80,545,504 6.51%
5.
Vanguard Mun Bd Fds
 1,400,550 $70,209,578 5.67%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)