Instuitional Investor - Lutz Financial Services Llc

Fund Profile
Filing Period:
Fund Name: Lutz Financial Services Llc
Portfolio Value $1,065,950,804
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
254,751 $111,275,325 10.43%
2.
Spdr Series Trust
2,207,137 $102,918,817 9.65%
3. IEF 284,064 $78,728,334 7.38%
4. BND 995,245 $73,200,238 6.86%
5.
Vanguard Mun Bd Fds
1,051,209 $53,664,221 5.03%