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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808524508
Shares:546.7K
Value:$14.3M
25434V500
Shares:226.4K
Value:$13.5M
78464A300
Shares:161.9K
Value:$12.7M
921932844
Shares:118.4K
Value:$10.9M
25434V609
Shares:141.3K
Value:$7.3M
46429B747
Shares:65.4K
Value:$6.8M
025072877
Shares:73.8K
Value:$6.4M
25434V732
Shares:215.3K
Value:$5.7M
25434V724
Shares:132.7K
Value:$5.5M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
121.2K | All Managers (Combined) | $14.5M | |||
(cusip808524508)✕ | 546.7K | All Managers (Combined) | $14.3M | ||
75.4K | All Managers (Combined) | $13.9M | |||
(cusip25434V500)✕ | 226.4K | All Managers (Combined) | $13.5M | ||
23.7K | All Managers (Combined) | $13.3M | |||
586.7K | All Managers (Combined) | $13.0M | |||
(cusip78464A300)✕ | 161.9K | All Managers (Combined) | $12.7M | ||
71.8K | All Managers (Combined) | $11.5M | |||
64.3K | All Managers (Combined) | $11.0M | |||
(cusip921932844)✕ | 118.4K | All Managers (Combined) | $10.9M | ||
111.3K | All Managers (Combined) | $10.3M | |||
19.1K | QoQ -0.50% (-97)YoY -2.47% (-486) | All Managers (Combined) | $10.2M | ||
56.5K | All Managers (Combined) | $9.8M | |||
143.7K | QoQ -0.57% (-834)YoY -0.27% (-401) | All Managers (Combined) | $9.5M | ||
332.2K | All Managers (Combined) | $7.8M | |||
(cusip25434V609)✕ | 141.3K | All Managers (Combined) | $7.3M | ||
(cusip46429B747)✕ | 65.4K | All Managers (Combined) | $6.8M | ||
(cusip025072877)✕ | 73.8K | All Managers (Combined) | $6.4M | ||
(cusip25434V732)✕ | 215.3K | All Managers (Combined) | $5.7M | ||
(cusip25434V724)✕ | 132.7K | All Managers (Combined) | $5.5M |