Instuitional Investor - Lutz Financial Services Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
256,299 $176,029,355 10.72%
2. KRE 2,496,836 $151,782,689 9.24%
3. IEF 1,615,391 $124,562,876 7.59%
4. BND 1,478,462 $108,533,940 6.61%
5.
Vanguard Mun Bd Fds
1,663,916 $84,160,890 5.13%