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Value $
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$1.24B
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Signature - Title
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James P. Boulay - Chief Compliance Officer
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Location
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Omaha, NE
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Summary
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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.