Lutz Financial Services LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 4, 2025
Value $
$1.24B
Signature - Title
James P. Boulay - Chief Compliance Officer
Location
Omaha, NE
Summary
This page shows a list of all the recent 13F filings made by Lutz Financial Services LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lutz Financial Services LLC reported 92 stock holdings with total value $1.24B as of Q4 2024. Top holdings included VOO, SPYV, IJH, BND, and VTEB.
Holdings Value