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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 $1,221,253,124
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 243,585 $125,180,963 10.25%
2.
Spdr Series Trust
 2,207,949 $112,760,004 9.23%
3.
Ishares Trust
 IEF 1,458,552 $85,106,535 6.97%
4.
Vanguard Bond Index Funds
 BND 1,153,161 $84,699,681 6.94%
5.
Vanguard Mun Bd Fds
 1,473,046 $73,092,576 5.99%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)