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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Page 4 of 5
78464A847
Shares:10.3K
Value:$529.0K
78468R770
Shares:3.3K
Value:$365.1K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
3.6K | QoQ 0.00% (-0)YoY -5.27% (-200) | All Managers (Combined) | $922.9K | ||
1 | QoQ NEW(+1) YoY NEW(+1) | All Managers (Combined) | $798.4K | QoQ NEW(+$798.4K) YoY NEW(+$798.4K) | |
3.8K | All Managers (Combined) | $729.4K | |||
3.6K | QoQ -2.14% (-80)YoY +0.94% (-34) | All Managers (Combined) | $727.6K | ||
28.1K | All Managers (Combined) | $704.5K | |||
3.7K | All Managers (Combined) | $693.4K | |||
AMAZON COM INC(AMZNcusip023135106) | 3.4K | QoQ +2.70% (-89) | All Managers (Combined) | $642.5K | |
7.5K | QoQ 0.00% (+0) | All Managers (Combined) | $591.8K | ||
2.5K | All Managers (Combined) | $562.6K | |||
(cusip78464A847)✕ | 10.3K | All Managers (Combined) | $529.0K | ||
816 | QoQ +5.42% (+42)YoY -4.67% (-40) | All Managers (Combined) | $470.3K | ||
2.7K | All Managers (Combined) | $405.2K | |||
Alphabet Inc.(GOOGLcusip02079K305) | 2.6K | All Managers (Combined) | $396.3K | ||
3.3K | All Managers (Combined) | $384.3K | |||
1.5K | QoQ -2.73% (-43)YoY -1.92% (-30) | All Managers (Combined) | $374.8K | ||
(cusip78468R770)✕ | 3.3K | QoQ 0.00% (+0)YoY NEW(+3.3K) | All Managers (Combined) | $365.1K | YoY NEW(+$365.1K) |
4.1K | All Managers (Combined) | $346.1K | |||
4.1K | QoQ 0.00% (+0)YoY +0.22% (+9) | All Managers (Combined) | $333.9K | ||
Alphabet Inc.(GOOGcusip02079K107) | 2.1K | All Managers (Combined) | $332.9K | ||
14.9K | QoQ 0.00% (+0)YoY NEW(+14.9K) | All Managers (Combined) | $295.5K | YoY NEW(+$295.5K) |