Lutz Financial Services LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 30, 2024
Value $
$1.23B
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 87 stock holdings with total value $1.23B as of Q3 2024. Top holdings included VOO, SPYV, IJH, BND, and VTEB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 87 $1.23B +$22.8M -$4.98M +$17.8M VOO, SPYV, IJH, BND, VTEB 13F-HR 10/29/2024, 07:15 PM
Q2 2024 87 $1.15B +$24.3M -$11.9M +$12.4M VOO, SPYV, IJH, BND, VTEB 13F-HR 7/29/2024, 11:25 AM
Q1 2024 86 $1.14B +$107M -$10.1M +$97.2M VOO, SPYV, IJH, BND, VTEB 13F-HR 5/3/2024, 03:21 PM
Q4 2023 84 $1.07B +$86.5M -$24.1M +$62.4M VOO, SPYV, IJH, BND, VTEB 13F-HR 2/7/2024, 06:17 PM
Q3 2023 81 $918M +$39.5M -$15.8M +$23.6M VOO, SPYV, BND, IJH, VTEB 13F-HR 11/3/2023, 04:39 PM
Q2 2023 81 $930M +$35M -$9.81M +$25.2M VOO, SPYV, IJH, BND, VTEB 13F-HR 8/7/2023, 02:18 PM
Q1 2023 76 $876M +$52M -$14M +$38M VOO, SPYV, IJH, BND, VTEB 13F-HR 5/1/2023, 05:54 PM
Q4 2022 75 $814M +$83.5M -$49.5M +$34M VOO, SPYV, IJH, BND, VTEB 13F-HR 2/6/2023, 06:45 PM
Q3 2022 71 $732M +$41.5M -$26.4M +$15.1M VOO, SPYV, IJH, BND, SUB 13F-HR 10/21/2022, 09:56 PM
Q2 2022 67 $754M +$87.1M -$56.3M +$30.8M SPYV, VOO, IJH, SUB, SCHP 13F-HR 7/20/2022, 02:59 PM
Q1 2022 60 $811M +$43.5M -$10.9M +$32.6M VOO, SPYV, IJH, BND, SCHP 13F-HR 4/25/2022, 12:27 PM
Q4 2021 64 $814M +$21.8M -$14.7M +$7.09M VOO, SPYV, BND, IJH, SCHP 13F-HR 1/19/2022, 04:23 PM
Q3 2021 63 $770M +$31.5M -$4.87M +$26.6M VOO, SPYV, BND, IJH, SCHP 13F-HR 10/27/2021, 11:55 AM
Q2 2021 62 $751M +$56.5M -$7.38M +$49.1M SPYV, VOO, BND, IJH, SCHP 13F-HR 7/26/2021, 12:27 PM
Q1 2021 57 $676M +$36.1M -$8.99M +$27.2M SPYV, VOO, BND, IJH, SCHP 13F-HR 4/27/2021, 10:30 AM
Q4 2020 56 $609M +$50.5M -$10.9M +$39.6M BND, SPYV, VOO, IJH, SCHP 13F-HR 2/11/2021, 06:47 PM
Q3 2020 58 $519M +$19.7M -$8.28M +$11.4M BND, SPYV, VOO, IJH, SPY 13F-HR 11/5/2020, 02:00 PM
Q2 2020 57 $491M +$44.7M -$59.3M -$14.6M BND, SPYV, VOO, IJH, SPY 13F-HR 7/28/2020, 02:30 PM
Q1 2020 61 $450M +$65.9M -$79.8M -$13.9M BND, SPYV, VOO, SPY, BSV 13F-HR 4/27/2020, 01:38 PM
Q4 2019 66 $563M +$28.8M -$12.8M +$16M BND, IJH, SPYV, VOO, SPY 13F-HR 2/3/2020, 02:58 PM
Q3 2019 66 $522M +$28.4M -$22.1M +$6.3M BND, IJH, SPYV, BSV, SPY 13F-HR 10/31/2019, 03:50 PM
Q2 2019 65 $511M +$30.8M -$21.6M +$9.26M IJH, BND, BSV, SPYV, SPY 13F-HR 8/13/2019, 04:17 PM
Q1 2019 61 $490M +$33.7M -$31.5M +$2.24M BSV, IJH, BND, SPY, SPYV 13F-HR 5/6/2019, 01:52 PM
Q4 2018 63 $448M +$59M -$19M +$40M BSV, BND, SPY, IJH, VOO 13F-HR 2/13/2019, 12:26 PM
Q3 2018 52 $453M +$94.9M -$1.17M +$93.7M BSV, IJH, SPY, BND, VOO 13F-HR 11/13/2018, 01:22 PM
Q2 2018 42 $351M +$13.8M -$6.46M +$7.29M IJH, BSV, BND, VOO, SPY 13F-HR 8/14/2018, 05:43 PM
Q1 2018 43 $339M +$17.7M -$14.7M +$3.05M IJH, BSV, BND, VOO, SPY 13F-HR 4/17/2018, 04:53 PM
Q4 2017 48 $343M $0 $0 IJH, BSV, BND, VOO, SPY 13F-HR 4/16/2018, 06:23 PM