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Home > Institutional Investor > Lutz Financial Services Llc > Profile

Instuitional Investor - Lutz Financial Services Llc

Fund Profile
Filing Period:
Fund Name: Lutz Financial Services Llc
Portfolio Value $1,381,467,776
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 246,920 $151,209,336 10.95%
2.
Spdr Series Trust
 2,266,428 $125,401,505 9.08%
3.
Ishares Trust
 IEF 1,488,531 $97,141,563 7.03%
4.
Vanguard Bond Index Funds
 BND 1,264,680 $94,054,320 6.81%
5.
Vanguard Mun Bd Fds
 1,335,724 $66,879,732 4.84%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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