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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 $1,287,916,176
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 243,696 $138,426,689 10.75%
2.
Spdr Series Trust
 2,206,774 $115,502,601 8.97%
3.
Ishares Trust
 IEF 1,457,901 $90,419,025 7.02%
4.
Vanguard Bond Index Funds
 BND 1,188,284 $87,493,351 6.79%
5.
Vanguard Mun Bd Fds
 1,259,230 $61,740,061 4.79%
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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