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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464288158
Shares:47.9K
Value:$5.1M
922020805
Shares:98.1K
Value:$4.9M
72201R205
Shares:86.6K
Value:$4.7M
46432F859
Shares:91.0K
Value:$4.4M
464287879
Shares:44.2K
Value:$4.3M
92206C771
Shares:37.0K
Value:$1.7M
25434V807
Shares:28.6K
Value:$1.1M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip464288158)✕ | 47.9K | All Managers (Combined) | $5.1M | ||
(cusip922020805)✕ | 98.1K | All Managers (Combined) | $4.9M | ||
87.4K | All Managers (Combined) | $4.7M | |||
(cusip72201R205)✕ | 86.6K | All Managers (Combined) | $4.7M | ||
24.2K | All Managers (Combined) | $4.5M | |||
(cusip46432F859)✕ | 91.0K | All Managers (Combined) | $4.4M | ||
(cusip464287879)✕ | 44.2K | QoQ +0.34% (-154)YoY -1.66% (-750) | All Managers (Combined) | $4.3M | |
13.2K | All Managers (Combined) | $4.2M | |||
80.1K | All Managers (Combined) | $3.6M | |||
4.4K | QoQ 0.00% (+0)YoY -3.87% (-178) | All Managers (Combined) | $2.3M | ||
(cusip92206C771)✕ | 37.0K | QoQ +1.97% (+717)YoY NEW(+37.0K) | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) |
31.6K | QoQ 0.00% (+0) | All Managers (Combined) | $1.6M | ||
17.7K | All Managers (Combined) | $1.6M | |||
Apple Inc.(AAPLcusip037833100) | 6.6K | All Managers (Combined) | $1.5M | ||
33.8K | QoQ 0.00% (+0)YoY -2.85% (-993) | All Managers (Combined) | $1.2M | ||
NVIDIA CORP(NVDAcusip67066G104) | 10.8K | All Managers (Combined) | $1.2M | ||
MICROSOFT CORP(MSFTcusip594918104) | 3.0K | QoQ -0.55% (-17)YoY -2.22% (-69) | All Managers (Combined) | $1.1M | |
(cusip25434V807)✕ | 28.6K | QoQ 0.00% (+0)YoY +0.15% (+44) | All Managers (Combined) | $1.1M | |
4.0K | All Managers (Combined) | $1.0M | |||
3.5K | QoQ 0.00% (-0)YoY +1.75% (+61) | All Managers (Combined) | $971.7K |