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

SEC FilingSEC DataHachi Filing

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
CIK: lutz-financial-services
Manager Name: Lutz-Financial-Services

Data Enrichment

64% identified

61 identified34 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

95 positions • $1.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464288158

Shares:47.9K

Value:$5.1M

% of Portfolio:0.4% ($5.1M/$1.2B)

922020805

Shares:98.1K

Value:$4.9M

% of Portfolio:0.4% ($4.9M/$1.2B)

46434G103

IEMG|46434G103

Shares:87.4K

Value:$4.7M

% of Portfolio:0.4% ($4.7M/$1.2B)

72201R205

Shares:86.6K

Value:$4.7M

% of Portfolio:0.4% ($4.7M/$1.2B)

922908611

VBR|922908611

Shares:24.2K

Value:$4.5M

% of Portfolio:0.4% ($4.5M/$1.2B)

46432F859

Shares:91.0K

Value:$4.4M

% of Portfolio:0.4% ($4.4M/$1.2B)

464287879

Shares:44.2K

Value:$4.3M

% of Portfolio:0.4% ($4.3M/$1.2B)

464287689

IWV|464287689

Shares:13.2K

Value:$4.2M

% of Portfolio:0.3% ($4.2M/$1.2B)

922042858

VWO|922042858

Shares:80.1K

Value:$3.6M

% of Portfolio:0.3% ($3.6M/$1.2B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:4.4K

Value:$2.3M

% of Portfolio:0.2% ($2.3M/$1.2B)

92206C771

Shares:37.0K

Value:$1.7M

% of Portfolio:0.1% ($1.7M/$1.2B)

921943858

VEA|921943858

Shares:31.6K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.2B)

922908553

VNQ|922908553

Shares:17.7K

Value:$1.6M

% of Portfolio:0.1% ($1.6M/$1.2B)

Apple Inc.

AAPL|037833100

Shares:6.6K

Value:$1.5M

% of Portfolio:0.1% ($1.5M/$1.2B)

808524755

FNDF|808524755

Shares:33.8K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$1.2B)

NVIDIA CORP

NVDA|67066G104

Shares:10.8K

Value:$1.2M

% of Portfolio:0.1% ($1.2M/$1.2B)

MICROSOFT CORP

MSFT|594918104

Shares:3.0K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.2B)

25434V807

Shares:28.6K

Value:$1.1M

% of Portfolio:0.1% ($1.1M/$1.2B)

922908629

VO|922908629

Shares:4.0K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$1.2B)

922908769

VTI|922908769

Shares:3.5K

Value:$971.7K

% of Portfolio:0.1% ($971.7K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288158)✕	47.9K	QoQ -6.05% (-3.1K) YoY -10.10% (-5.4K)	All Managers (Combined)	$5.1M	0.4% ($5.1M/$1.2B)	QoQ -5.94% (-$320.0K) YoY -9.36% (-$522.5K)
(cusip922020805)✕	98.1K	QoQ -6.85% (-7.2K) YoY -10.65% (-11.7K)	All Managers (Combined)	$4.9M	0.4% ($4.9M/$1.2B)	QoQ -4.00% (-$204.5K) YoY -6.90% (-$363.3K)
(IEMGcusip46434G103)	87.4K	QoQ -1.87% (-1.7K) YoY -9.49% (-9.2K)	All Managers (Combined)	$4.7M	0.4% ($4.7M/$1.2B)	QoQ +1.41% (-$65.8K) YoY -5.34% (-$266.1K)
(cusip72201R205)✕	86.6K	QoQ -6.04% (-5.6K) YoY -9.71% (-9.3K)	All Managers (Combined)	$4.7M	0.4% ($4.7M/$1.2B)	QoQ -2.95% (-$142.4K) YoY -5.29% (-$261.7K)
(VBRcusip922908611)	24.2K	QoQ -1.53% (-377) YoY -5.91% (-1.5K)	All Managers (Combined)	$4.5M	0.4% ($4.5M/$1.2B)	QoQ -7.43% (-$362.9K) YoY -8.65% (-$427.8K)
(cusip46432F859)✕	91.0K	QoQ +0.35% (+318) YoY +8.87% (+7.4K)	All Managers (Combined)	$4.4M	0.4% ($4.4M/$1.2B)	QoQ +1.56% (+$68.0K) YoY +10.96% (+$434.8K)
(cusip464287879)✕	44.2K	QoQ +0.34% (-154) YoY -1.66% (-750)	All Managers (Combined)	$4.3M	0.4% ($4.3M/$1.2B)	QoQ -9.93% (-$475.1K) YoY -6.72% (-$310.4K)
(IWVcusip464287689)	13.2K	QoQ -6.39% (-905) YoY -13.16% (-2.0K)	All Managers (Combined)	$4.2M	0.3% ($4.2M/$1.2B)	QoQ -11.04% (-$522.5K) YoY -8.08% (-$370.0K)
(VWOcusip922042858)	80.1K	QoQ -0.47% (-383) YoY +10.33% (+7.5K)	All Managers (Combined)	$3.6M	0.3% ($3.6M/$1.2B)	QoQ +2.28% (-$80.8K) YoY +19.55% (+$592.8K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	4.4K	QoQ 0.00% (+0) YoY -3.87% (-178)	All Managers (Combined)	$2.3M	0.2% ($2.3M/$1.2B)	QoQ +17.49% (+$349.7K) YoY +21.73% (-$419.3K)
(cusip92206C771)✕	37.0K	QoQ +1.97% (+717) YoY NEW(+37.0K)	All Managers (Combined)	$1.7M	0.1% ($1.7M/$1.2B)	QoQ +4.15% (+$68.4K) YoY NEW(+$1.7M)
(VEAcusip921943858)	31.6K	QoQ 0.00% (+0) YoY +53.69% (+11.0K)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.2B)	QoQ +6.29% (+$95.1K) YoY +55.71% (+$574.6K)
(VNQcusip922908553)	17.7K	QoQ -15.12% (-3.2K) YoY -25.46% (-6.1K)	All Managers (Combined)	$1.6M	0.1% ($1.6M/$1.2B)	QoQ -13.73% (-$255.6K) YoY -21.96% (-$451.8K)
Apple Inc.(AAPLcusip037833100)	6.6K	QoQ +6.60% (-406) YoY +11.09% (+655)	All Managers (Combined)	$1.5M	0.1% ($1.5M/$1.2B)	QoQ -5.44% (-$83.8K) YoY +43.91% (+$444.4K)
(FNDFcusip808524755)	33.8K	QoQ 0.00% (+0) YoY -2.85% (-993)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$1.2B)	QoQ +8.82% (+$98.9K) YoY -1.41% (-$17.5K)
NVIDIA CORP(NVDAcusip67066G104)	10.8K	QoQ -6.66% (-769) YoY +1410.93% (+10.1K)	All Managers (Combined)	$1.2M	0.1% ($1.2M/$1.2B)	QoQ -24.67% (-$382.4K) YoY +81.23% (+$523.3K)
MICROSOFT CORP(MSFTcusip594918104)	3.0K	QoQ -0.55% (-17) YoY -2.22% (-69)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.2B)	QoQ -11.43% (-$146.7K) YoY -12.76% (-$166.2K)
(cusip25434V807)✕	28.6K	QoQ 0.00% (+0) YoY +0.15% (+44)	All Managers (Combined)	$1.1M	0.1% ($1.1M/$1.2B)	QoQ +10.93% (+$110.8K) YoY +7.26% (+$76.2K)
(VOcusip922908629)	4.0K	QoQ -19.48% (-969) YoY -10.26% (-458)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$1.2B)	QoQ -21.16% (-$278.0K) YoY -7.11% (-$79.4K)
(VTIcusip922908769)	3.5K	QoQ 0.00% (-0) YoY +1.75% (+61)	All Managers (Combined)	$971.7K	0.1% ($971.7K/$1.2B)	QoQ -5.16% (-$52.9K) YoY +7.60% (+$68.7K)