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LFS

Lutz Financial Services Portfolio holdings

AUM $1.49B
1-Year Est. Return 10.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49B
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$4.36M
3
+$4.18M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.61M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.34M

Top Sells

1
+$1.62M
2
+$1.07M
3
+$937K
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$612K
5
AVDE icon
Avantis International Equity ETF
AVDE
+$577K

Sector Composition

1 Technology 0.33%
2 Financials 0.12%
3 Communication Services 0.11%
4 Consumer Discretionary 0.05%
5 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VEA icon
51
Vanguard FTSE Developed Markets ETF
VEA
$225B
$1.96M 0.13%
30,620
-178
VMBS icon
52
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.3B
$1.96M 0.13%
41,719
-730
NVDA icon
53
NVIDIA
NVDA
$5.05T
$1.79M 0.12%
10,285
+31
FNDF icon
54
Schwab Fundamental International Large Company Index ETF
FNDF
$23.9B
$1.55M 0.1%
31,694
-1,635
AAPL icon
55
Apple
AAPL
$4.43T
$1.54M 0.1%
6,052
+8
DFIV icon
56
Dimensional International Value ETF
DFIV
$19.7B
$1.53M 0.1%
29,067
-556
VNQ icon
57
Vanguard Real Estate ETF
VNQ
$37B
$1.44M 0.1%
16,269
-544
MSFT icon
58
Microsoft
MSFT
$3.06T
$1.15M 0.08%
3,100
+83
VO icon
59
Vanguard Mid-Cap ETF
VO
$102B
$1.12M 0.08%
15,632
-64
VTI icon
60
Vanguard Total Stock Market ETF
VTI
$647B
$1.11M 0.07%
3,453
-60
VV icon
61
Vanguard Large-Cap ETF
VV
$51.9B
$1.1M 0.07%
3,674
IWM icon
62
iShares Russell 2000 ETF
IWM
$78.5B
$1.04M 0.07%
4,200
DFSD icon
63
Dimensional Short-Duration Fixed Income ETF
DFSD
$6.78B
$947K 0.06%
19,788
-1,731
VIG icon
64
Vanguard Dividend Appreciation ETF
VIG
$108B
$871K 0.06%
4,051
+291
IWD icon
65
iShares Russell 1000 Value ETF
IWD
$75.1B
$857K 0.06%
4,010
-161
EFA icon
66
iShares MSCI EAFE ETF
EFA
$75.9B
$788K 0.05%
8,109
-18
AMZN icon
67
Amazon
AMZN
$2.64T
$719K 0.05%
3,453
-266
BRK.A icon
68
Berkshire Hathaway Class A
BRK.A
$1.04T
$718K 0.05%
1
DLN icon
69
WisdomTree US LargeCap Dividend Fund
DLN
$6.07B
$666K 0.04%
7,456
VB icon
70
Vanguard Small-Cap ETF
VB
$77.6B
$666K 0.04%
2,541
BRK.B icon
71
Berkshire Hathaway Class B
BRK.B
$1.05T
$647K 0.04%
1,350
-3,305
GOOGL icon
72
Alphabet (Google) Class A
GOOGL
$4.43T
$618K 0.04%
2,148
-35
SCHG icon
73
Schwab US Large-Cap Growth ETF
SCHG
$58.9B
$563K 0.04%
19,334
SPMD icon
74
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$17.5B
$549K 0.04%
9,264
DBEF icon
75
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.73B
$517K 0.03%
10,469
1 2
3
4 5