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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922908637

VV|922908637

Shares:3.6K

Value:$922.9K

% of Portfolio:0.1% ($922.9K/$1.2B)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.1% ($798.4K/$1.2B)

921908844

VIG|921908844

Shares:3.8K

Value:$729.4K

% of Portfolio:0.1% ($729.4K/$1.2B)

464287655

IWM|464287655

Shares:3.6K

Value:$727.6K

% of Portfolio:0.1% ($727.6K/$1.2B)

808524300

SCHG|808524300

Shares:28.1K

Value:$704.5K

% of Portfolio:0.1% ($704.5K/$1.2B)

464287598

IWD|464287598

Shares:3.7K

Value:$693.4K

% of Portfolio:0.1% ($693.4K/$1.2B)

AMAZON COM INC

AMZN|023135106

Shares:3.4K

Value:$642.5K

% of Portfolio:0.1% ($642.5K/$1.2B)

97717W307

DLN|97717W307

Shares:7.5K

Value:$591.8K

% of Portfolio:0.0% ($591.8K/$1.2B)

922908751

VB|922908751

Shares:2.5K

Value:$562.6K

% of Portfolio:0.0% ($562.6K/$1.2B)

78464A847

Shares:10.3K

Value:$529.0K

% of Portfolio:0.0% ($529.0K/$1.2B)

Meta Platforms, Inc.

META|30303M102

Shares:816

Value:$470.3K

% of Portfolio:0.0% ($470.3K/$1.2B)

464287630

IWN|464287630

Shares:2.7K

Value:$405.2K

% of Portfolio:0.0% ($405.2K/$1.2B)

Alphabet Inc.

GOOGL|02079K305

Shares:2.6K

Value:$396.3K

% of Portfolio:0.0% ($396.3K/$1.2B)

922042742

VT|922042742

Shares:3.3K

Value:$384.3K

% of Portfolio:0.0% ($384.3K/$1.2B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.5K

Value:$374.8K

% of Portfolio:0.0% ($374.8K/$1.2B)

78468R770

Shares:3.3K

Value:$365.1K

% of Portfolio:0.0% ($365.1K/$1.2B)

464287499

IWR|464287499

Shares:4.1K

Value:$346.1K

% of Portfolio:0.0% ($346.1K/$1.2B)

92206C870

VCIT|92206C870

Shares:4.1K

Value:$333.9K

% of Portfolio:0.0% ($333.9K/$1.2B)

Alphabet Inc.

GOOG|02079K107

Shares:2.1K

Value:$332.9K

% of Portfolio:0.0% ($332.9K/$1.2B)

808524805

SCHF|808524805

Shares:14.9K

Value:$295.5K

% of Portfolio:0.0% ($295.5K/$1.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VVcusip922908637)	3.6K	QoQ 0.00% (-0) YoY -5.27% (-200)	All Managers (Combined)	$922.9K	0.1% ($922.9K/$1.2B)	QoQ -4.69% (-$45.5K) YoY +1.54% (-$14.1K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$798.4K	0.1% ($798.4K/$1.2B)	QoQ NEW(+$798.4K) YoY NEW(+$798.4K)
(VIGcusip921908844)	3.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$729.4K	0.1% ($729.4K/$1.2B)	QoQ -0.93% (-$6.9K) YoY +6.23% (+$42.8K)
(IWMcusip464287655)	3.6K	QoQ -2.14% (-80) YoY +0.94% (-34)	All Managers (Combined)	$727.6K	0.1% ($727.6K/$1.2B)	QoQ -11.65% (-$96.0K) YoY -4.24% (-$32.3K)
(SCHGcusip808524300)	28.1K	QoQ +0.21% (-60) YoY +300.85% (+21.1K)	All Managers (Combined)	$704.5K	0.1% ($704.5K/$1.2B)	QoQ -9.96% (-$78.0K) YoY +8.25% (+$53.7K)
(IWDcusip464287598)	3.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$693.4K	0.1% ($693.4K/$1.2B)	QoQ +1.63% (+$11.2K) YoY +5.05% (+$33.4K)
AMAZON COM INC(AMZNcusip023135106)	3.4K	QoQ +2.70% (-89) YoY +10.61% (+324)	All Managers (Combined)	$642.5K	0.1% ($642.5K/$1.2B)	QoQ -10.93% (-$78.8K) YoY +16.67% (+$91.8K)
(DLNcusip97717W307)	7.5K	QoQ 0.00% (+0) YoY +84.28% (+3.4K)	All Managers (Combined)	$591.8K	0.0% ($591.8K/$1.2B)	QoQ +2.03% (+$11.8K) YoY +102.60% (+$299.7K)
(VBcusip922908751)	2.5K	QoQ -29.37% (-1.1K) YoY -29.83% (-1.1K)	All Managers (Combined)	$562.6K	0.0% ($562.6K/$1.2B)	QoQ -34.81% (-$300.5K) YoY -31.93% (-$264.0K)
(cusip78464A847)✕	10.3K	QoQ -38.35% (-6.4K) YoY +7.98% (+764)	All Managers (Combined)	$529.0K	0.0% ($529.0K/$1.2B)	QoQ -42.31% (-$388.0K) YoY +3.60% (+$18.4K)
Meta Platforms, Inc.(METAcusip30303M102)	816	QoQ +5.42% (+42) YoY -4.67% (-40)	All Managers (Combined)	$470.3K	0.0% ($470.3K/$1.2B)	QoQ +3.77% (+$17.1K) YoY +13.14% (-$54.7K)
(IWNcusip464287630)	2.7K	QoQ -23.70% (-834) YoY -40.15% (-1.8K)	All Managers (Combined)	$405.2K	0.0% ($405.2K/$1.2B)	QoQ -29.83% (-$172.3K) YoY -43.10% (-$307.0K)
Alphabet Inc.(GOOGLcusip02079K305)	2.6K	QoQ +6.04% (-146) YoY +48.32% (+835)	All Managers (Combined)	$396.3K	0.0% ($396.3K/$1.2B)	QoQ -13.37% (-$61.2K) YoY +51.96% (+$135.5K)
(VTcusip922042742)	3.3K	QoQ -3.85% (-133) YoY -13.37% (-512)	All Managers (Combined)	$384.3K	0.0% ($384.3K/$1.2B)	QoQ -5.10% (-$20.7K) YoY -9.10% (-$38.5K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.5K	QoQ -2.73% (-43) YoY -1.92% (-30)	All Managers (Combined)	$374.8K	0.0% ($374.8K/$1.2B)	QoQ -0.46% (-$1.8K) YoY +20.10% (-$62.8K)
(cusip78468R770)✕	3.3K	QoQ 0.00% (+0) YoY NEW(+3.3K)	All Managers (Combined)	$365.1K	0.0% ($365.1K/$1.2B)	QoQ +0.34% (+$1.3K) YoY NEW(+$365.1K)
(IWRcusip464287499)	4.1K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$346.1K	0.0% ($346.1K/$1.2B)	QoQ -3.76% (-$13.5K) YoY +1.16% (+$4.0K)
(VCITcusip92206C870)	4.1K	QoQ 0.00% (+0) YoY +0.22% (+9)	All Managers (Combined)	$333.9K	0.0% ($333.9K/$1.2B)	QoQ +1.85% (+$6.1K) YoY +1.77% (+$5.8K)
Alphabet Inc.(GOOGcusip02079K107)	2.1K	QoQ +6.71% (-134) YoY +39.19% (+600)	All Managers (Combined)	$332.9K	0.0% ($332.9K/$1.2B)	QoQ -12.45% (-$47.4K) YoY +42.81% (+$99.8K)
(SCHFcusip808524805)	14.9K	QoQ 0.00% (+0) YoY NEW(+14.9K)	All Managers (Combined)	$295.5K	0.0% ($295.5K/$1.2B)	QoQ +6.91% (+$19.1K) YoY NEW(+$295.5K)