Lutz-Financial-Services
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "FNDF", null, "GOOGL", null, "AVDE", "AVGO", null, "MUB", "META", null, null, "IJH", null, null, null, "MA", "MSFT", null, "DLN", "IJR", "IWD", null, null, null, "IEMG", "IVV", null, "AAPL", "SPY", "NVDA", "SCHX", null, "VNQ", "VO", "VV", "VOE", null, "VWO", "IWV", null, "VCIT", null, null, "VIG", "IWN", "IWR", null, null, "AMZN", null, "IVE", null, null, "VEA", "VOOV", null, "VTEB", "BND", "VBR", "BSV", "VT", "VB", "VOO", "VTV", "V", "WMT", null, null, "SCHG", null, "SCHF", "SCHA", null, "IUSV", "SPYV", null, "BRK-A", "BRK-B", null, null, "DFAC", null, "IJJ", "EFA", "QQQ", null, "IWM", "MDY", "GOOG", "JNJ", "LLY", "VTI", "JPM", "QUAL" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-07
- Total Holdings
- 95
- Total Value
- 1221253124
- Accession Number
- 0001737112-25-000005
- Form Type
- 13F-HR
- Manager Name
- Lutz-Financial-Services
Data Enrichment
64% identified61 identified34 unidentified
Holdings
95 positions
Manager:
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78464A839
Shares:704.0K
Value:$54.2M
92206C409
Shares:681.1K
Value:$53.8M
808524870
Shares:1.9M
Value:$50.6M
464288588
Shares:481.6K
Value:$45.2M
464288646
Shares:483.1K
Value:$25.3M
464287226
Shares:217.1K
Value:$21.5M
25434V799
Shares:741.6K
Value:$20.6M
25434V831
Shares:498.6K
Value:$16.5M
464287176
Shares:136.4K
Value:$15.2M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
243.6K | All Managers (Combined) | $125.2M | |||
2.2M | All Managers (Combined) | $112.8M | |||
1.5M | All Managers (Combined) | $85.1M | |||
1.2M | All Managers (Combined) | $84.7M | |||
1.5M | All Managers (Combined) | $73.1M | |||
(cusip78464A839)✕ | 704.0K | All Managers (Combined) | $54.2M | ||
(cusip92206C409)✕ | 681.1K | All Managers (Combined) | $53.8M | ||
(cusip808524870)✕ | 1.9M | All Managers (Combined) | $50.6M | ||
(cusip464288588)✕ | 481.6K | All Managers (Combined) | $45.2M | ||
73.5K | All Managers (Combined) | $41.1M | |||
295.3K | All Managers (Combined) | $31.1M | |||
806.7K | All Managers (Combined) | $26.6M | |||
(cusip464288646)✕ | 483.1K | All Managers (Combined) | $25.3M | ||
116.3K | All Managers (Combined) | $22.2M | |||
(cusip464287226)✕ | 217.1K | All Managers (Combined) | $21.5M | ||
(cusip25434V799)✕ | 741.6K | All Managers (Combined) | $20.6M | ||
186.7K | QoQ -0.23% (-446)YoY -0.22% (-413) | All Managers (Combined) | $19.5M | ||
245.3K | All Managers (Combined) | $19.2M | |||
(cusip25434V831)✕ | 498.6K | All Managers (Combined) | $16.5M | ||
(cusip464287176)✕ | 136.4K | All Managers (Combined) | $15.2M |