Lutz Financial Services LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Lutz Financial Services LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 10.12% | 150.605 M $ | 252037 | 2017/12/31 | -7.500 M $ | -4.72 % |
| 2026/03/31 | SPYV | SPDR SERIES TRUST | 9.26% | 137.754 M $ | 2434676 | 2017/12/31 | -549.217 K $ | -0.40 % |
| 2026/03/31 | IJH | ISHARES TR | 7.25% | 107.945 M $ | 1598474 | 2017/12/31 | 2.415 M $ | 2.32 % |
| 2026/03/31 | BND | VANGUARD BD INDEX FDS | 7.08% | 105.389 M $ | 1431140 | 2017/12/31 | -586.065 K $ | -0.58 % |
| 2026/03/31 | VTEB | VANGUARD MUN BD FDS | 5.26% | 78.311 M $ | 1569663 | 2022/06/30 | -594.717 K $ | -0.80 % |
| 2026/03/31 | MDYV | SPDR SERIES TRUST | 4.61% | 68.619 M $ | 805859 | 2019/03/31 | 391.719 K $ | 0.59 % |
| 2026/03/31 | VCSH | VANGUARD SCOTTSDALE FDS | 4.59% | 68.287 M $ | 861445 | 2017/12/31 | -376.981 K $ | -0.58 % |
| 2026/03/31 | SCHP | SCHWAB STRATEGIC TR | 4.19% | 62.318 M $ | 2341905 | 2017/12/31 | 264.808 K $ | 0.45 % |
| 2026/03/31 | MBB | ISHARES TR | 4.03% | 59.994 M $ | 631850 | 2023/12/31 | -161.346 K $ | -0.28 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 2.89% | 43.054 M $ | 66202 | 2017/12/31 | -2.112 M $ | -4.63 % |
| 2026/03/31 | MUB | ISHARES TR | 2.52% | 37.488 M $ | 353163 | 2019/06/30 | -337.246 K $ | -0.90 % |
| 2026/03/31 | DFAC | DIMENSIONAL ETF TRUST | 2.40% | 35.736 M $ | 919611 | 2022/12/31 | -654.770 K $ | -1.84 % |
| 2026/03/31 | DFIC | DIMENSIONAL ETF TRUST | 1.89% | 28.091 M $ | 790627 | 2022/12/31 | 846.678 K $ | 3.11 % |
| 2026/03/31 | IGSB | ISHARES TR | 1.68% | 24.975 M $ | 475169 | 2017/12/31 | -155.761 K $ | -0.61 % |
| 2026/03/31 | IJR | ISHARES TR | 1.60% | 23.849 M $ | 191849 | 2017/12/31 | 788.966 K $ | 3.44 % |
| 2026/03/31 | SCHX | SCHWAB STRATEGIC TR | 1.54% | 22.840 M $ | 890800 | 2020/03/31 | -924.986 K $ | -4.72 % |
| 2026/03/31 | IVE | ISHARES TR | 1.50% | 22.272 M $ | 105481 | 2017/12/31 | -98.412 K $ | -0.43 % |
| 2026/03/31 | DUHP | DIMENSIONAL ETF TRUST | 1.43% | 21.253 M $ | 578161 | 2022/12/31 | -714.216 K $ | -3.34 % |
| 2026/03/31 | SCHM | SCHWAB STRATEGIC TR | 1.41% | 21.002 M $ | 678368 | 2018/12/31 | 596.573 K $ | 2.96 % |
| 2026/03/31 | AGG | ISHARES TR | 1.40% | 20.762 M $ | 209147 | 2017/12/31 | -134.133 K $ | -0.61 % |
| 2026/03/31 | BSV | VANGUARD BD INDEX FDS | 1.39% | 20.701 M $ | 264007 | 2017/12/31 | -107.209 K $ | -0.51 % |
| 2026/03/31 | DFAS | DIMENSIONAL ETF TRUST | 1.14% | 16.987 M $ | 238821 | 2021/06/30 | 346.313 K $ | 2.10 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 1.12% | 16.642 M $ | 84821 | 2017/12/31 | 426.125 K $ | 2.73 % |
| 2026/03/31 | VOE | VANGUARD INDEX FDS | 1.11% | 16.532 M $ | 89711 | 2018/12/31 | 618.175 K $ | 3.90 % |
| 2026/03/31 | IJJ | ISHARES TR | 1.06% | 15.745 M $ | 118830 | 2017/12/31 | 109.250 K $ | 0.69 % |
| 2026/03/31 | IVV | ISHARES TR | 1.04% | 15.529 M $ | 23774 | 2017/12/31 | -760.441 K $ | -4.63 % |
| 2026/03/31 | QUAL | ISHARES TR | 1.04% | 15.519 M $ | 80906 | 2021/06/30 | -526.419 K $ | -3.43 % |
| 2026/03/31 | VOOV | VANGUARD ADMIRAL FDS INC | 0.99% | 14.733 M $ | 72295 | 2017/12/31 | -78.584 K $ | -0.52 % |
| 2026/03/31 | TIP | ISHARES TR | 0.97% | 14.406 M $ | 130532 | 2017/12/31 | 59.939 K $ | 0.41 % |
| 2026/03/31 | SLYV | SPDR SERIES TRUST | 0.88% | 13.095 M $ | 138450 | 2018/12/31 | 517.785 K $ | 3.97 % |
| 2026/03/31 | AVUV | AMERICAN CENTY ETF TR | 0.88% | 13.085 M $ | 118445 | 2022/09/30 | 972.758 K $ | 8.33 % |
| 2026/03/31 | AVDE | AMERICAN CENTY ETF TR | 0.84% | 12.530 M $ | 147685 | 2022/12/31 | 388.891 K $ | 3.06 % |
| 2026/03/31 | IVOV | VANGUARD ADMIRAL FDS INC | 0.79% | 11.706 M $ | 114826 | 2017/12/31 | 109.491 K $ | 0.93 % |
| 2026/03/31 | SCHA | SCHWAB STRATEGIC TR | 0.77% | 11.524 M $ | 396280 | 2018/12/31 | 245.018 K $ | 2.11 % |
| 2026/03/31 | IUSV | ISHARES TR | 0.77% | 11.408 M $ | 111571 | 2018/12/31 | -32.579 K $ | -0.28 % |
| 2026/03/31 | MDY | STATE STR SPDR S&P MIDCAP 40 | 0.75% | 11.219 M $ | 18190 | 2017/12/31 | 250.364 K $ | 2.23 % |
| 2026/03/31 | DFAT | DIMENSIONAL ETF TRUST | 0.63% | 9.337 M $ | 149514 | 2021/06/30 | 443.175 K $ | 4.89 % |
| 2026/03/31 | STIP | ISHARES TR | 0.62% | 9.247 M $ | 89402 | 2023/06/30 | 86.718 K $ | 1.02 % |
| 2026/03/31 | DFEM | DIMENSIONAL ETF TRUST | 0.57% | 8.488 M $ | 245676 | 2022/12/31 | 353.057 K $ | 4.44 % |
| 2026/03/31 | DFUV | DIMENSIONAL ETF TRUST | 0.49% | 7.296 M $ | 150558 | 2022/06/30 | 284.268 K $ | 4.01 % |
| 2026/03/31 | IEMG | ISHARES INC | 0.42% | 6.204 M $ | 88939 | 2018/12/31 | 226.192 K $ | 3.76 % |
| 2026/03/31 | SUB | ISHARES TR | 0.41% | 6.107 M $ | 57341 | 2020/06/30 | -11.555 K $ | -0.19 % |
| 2026/03/31 | VBR | VANGUARD INDEX FDS | 0.35% | 5.221 M $ | 24033 | 2019/06/30 | 133.808 K $ | 2.58 % |
| 2026/03/31 | IJS | ISHARES TR | 0.34% | 5.014 M $ | 42331 | 2017/12/31 | 202.718 K $ | 4.16 % |
| 2026/03/31 | ISTB | ISHARES TR | 0.31% | 4.599 M $ | 94905 | 2022/06/30 | -27.280 K $ | -0.59 % |
| 2026/03/31 | IWV | ISHARES TR | 0.30% | 4.394 M $ | 11854 | 2018/09/30 | -196.869 K $ | -4.18 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 0.28% | 4.207 M $ | 77830 | 2019/09/30 | 22.943 K $ | 0.54 % |
| 2026/03/31 | STPZ | PIMCO ETF TR | 0.28% | 4.144 M $ | 76584 | 2022/09/30 | 35.490 K $ | 0.84 % |
| 2026/03/31 | VTIP | VANGUARD MALVERN FDS | 0.25% | 3.777 M $ | 75620 | 2017/12/31 | 41.909 K $ | 0.99 % |
| 2026/03/31 | IWB | ISHARES TR | 0.17% | 2.552 M $ | 7156 | 2025/12/31 | -123.291 K $ | -4.52 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 0.13% | 1.962 M $ | 30620 | 2023/12/31 | 49.584 K $ | 2.58 % |
| 2026/03/31 | VMBS | VANGUARD SCOTTSDALE FDS | 0.13% | 1.959 M $ | 41719 | 2024/06/30 | -5.518 K $ | -0.28 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.12% | 1.794 M $ | 10285 | 2023/06/30 | -124.073 K $ | -6.49 % |
| 2026/03/31 | FNDF | SCHWAB STRATEGIC TR | 0.10% | 1.551 M $ | 31694 | 2020/03/31 | 123.983 K $ | 8.23 % |
| 2026/03/31 | AAPL | APPLE INC | 0.10% | 1.536 M $ | 6052 | 2022/09/30 | -109.215 K $ | -6.65 % |
| 2026/03/31 | DFIV | DIMENSIONAL ETF TRUST | 0.10% | 1.534 M $ | 29067 | 2021/09/30 | 85.314 K $ | 5.77 % |
| 2026/03/31 | VNQ | VANGUARD INDEX FDS | 0.10% | 1.443 M $ | 16269 | 2017/12/31 | 3.530 K $ | 0.24 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.08% | 1.148 M $ | 3100 | 2022/09/30 | -342.278 K $ | -23.46 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 0.08% | 1.122 M $ | 3908 | 2017/12/31 | -11.928 K $ | -1.05 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.07% | 1.108 M $ | 3453 | 2019/06/30 | -50.797 K $ | -4.31 % |
| 2026/03/31 | VV | VANGUARD INDEX FDS | 0.07% | 1.098 M $ | 3674 | 2023/06/30 | -58.600 K $ | -5.07 % |
| 2026/03/31 | IWM | ISHARES TR | 0.07% | 1.042 M $ | 4200 | 2022/06/30 | 7.728 K $ | 0.75 % |
| 2026/03/31 | DFSD | DIMENSIONAL ETF TRUST | 0.06% | 947.449 K $ | 19788 | 2025/12/31 | -1.506 K $ | -0.15 % |
| 2026/03/31 | VIG | VANGUARD SPECIALIZED FUNDS | 0.06% | 871.215 K $ | 4051 | 2022/06/30 | -17.747 K $ | -2.15 % |
| 2026/03/31 | IWD | ISHARES TR | 0.06% | 856.817 K $ | 4010 | 2017/12/31 | 13.889 K $ | 1.58 % |
| 2026/03/31 | EFA | ISHARES TR | 0.05% | 787.635 K $ | 8109 | 2022/06/30 | 8.939 K $ | 1.15 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.05% | 719.156 K $ | 3453 | 2022/09/30 | -83.863 K $ | -9.77 % |
| 2026/03/31 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.05% | 718.140 K $ | 1 | 2025/03/31 | -36.660 K $ | -4.86 % |
| 2026/03/31 | DLN | WISDOMTREE TR | 0.04% | 666.048 K $ | 7456 | 2022/06/30 | 9.320 K $ | 1.42 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 0.04% | 665.601 K $ | 2541 | 2022/06/30 | 10.087 K $ | 1.54 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.04% | 646.920 K $ | 1350 | 2020/12/31 | -109.159 K $ | -4.67 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.04% | 617.679 K $ | 2148 | 2022/09/30 | -55.535 K $ | -8.13 % |
| 2026/03/31 | SCHG | SCHWAB STRATEGIC TR | 0.04% | 563.208 K $ | 19334 | 2017/12/31 | -67.475 K $ | -10.70 % |
| 2026/03/31 | SPMD | SPDR SERIES TRUST | 0.04% | 548.614 K $ | 9264 | 2023/12/31 | 12.135 K $ | 2.26 % |
| 2026/03/31 | DBEF | DBX ETF TR | 0.03% | 517.169 K $ | 10469 | 2025/12/31 | 13.505 K $ | 2.68 % |
| 2026/03/31 | AVDV | AMERICAN CENTY ETF TR | 0.03% | 511.283 K $ | 5120 | 2024/12/31 | 30.156 K $ | 6.27 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.03% | 504.587 K $ | 1759 | 2022/09/30 | -49.327 K $ | -8.59 % |
| 2026/03/31 | DFCF | DIMENSIONAL ETF TRUST | 0.03% | 470.880 K $ | 11153 | 2025/12/31 | -3.795 K $ | -0.80 % |
| 2026/03/31 | AVUS | AMERICAN CENTY ETF TR | 0.03% | 470.736 K $ | 4234 | 2025/06/30 | -2.426 K $ | -0.54 % |
| 2026/03/31 | IWN | ISHARES TR | 0.03% | 460.893 K $ | 2431 | 2017/12/31 | 20.447 K $ | 4.62 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.03% | 452.555 K $ | 791 | 2023/06/30 | -73.710 K $ | -13.33 % |
| 2026/03/31 | VT | VANGUARD INTL EQUITY INDEX F | 0.03% | 440.242 K $ | 3183 | 2018/12/31 | -8.187 K $ | -1.94 % |
| 2026/03/31 | DFSV | DIMENSIONAL ETF TRUST | 0.03% | 431.483 K $ | 12314 | 2025/06/30 | 26.034 K $ | 6.54 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.03% | 424.648 K $ | 1372 | 2023/09/30 | -53.604 K $ | -10.57 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.03% | 416.825 K $ | 1417 | 2022/12/31 | -38.554 K $ | -8.71 % |
| 2026/03/31 | IWR | ISHARES TR | 0.03% | 395.278 K $ | 4065 | 2017/12/31 | 3.902 K $ | 1.00 % |
| 2026/03/31 | SCHF | SCHWAB STRATEGIC TR | 0.02% | 369.716 K $ | 14938 | 2024/12/31 | 10.605 K $ | 2.95 % |
| 2026/03/31 | AVLV | AMERICAN CENTY ETF TR | 0.02% | 364.599 K $ | 4523 | 2025/12/31 | 21.891 K $ | 6.39 % |
| 2026/03/31 | QEMM | SPDR INDEX SHS FDS | 0.02% | 347.790 K $ | 5015 | 2017/12/31 | 16.047 K $ | 4.84 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.02% | 314.561 K $ | 342 | 2023/06/30 | -50.345 K $ | -14.41 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.02% | 311.100 K $ | 539 | 2024/12/31 | -20.458 K $ | -6.04 % |
| 2026/03/31 | VCIT | VANGUARD SCOTTSDALE FDS | 0.02% | 298.459 K $ | 3607 | 2017/12/31 | -3.616 K $ | -1.19 % |
| 2026/03/31 | ILCB | ISHARES TR | 0.02% | 297.091 K $ | 3306 | 2023/06/30 | -14.943 K $ | -4.79 % |
| 2026/03/31 | WMT | WALMART INC | 0.02% | 277.144 K $ | 2230 | 2024/09/30 | 28.365 K $ | 11.55 % |
| 2026/03/31 | ONEY | SPDR SERIES TRUST | 0.02% | 275.514 K $ | 2295 | 2024/12/31 | 14.894 K $ | 5.72 % |
| 2026/03/31 | SCHV | SCHWAB STRATEGIC TR | 0.02% | 252.380 K $ | 8275 | 2024/03/31 | 7.364 K $ | 3.01 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 0.02% | 245.283 K $ | 562 | 2025/12/31 | -23.032 K $ | -10.46 % |
| 2026/03/31 | SPEM | SPDR INDEX SHS FDS | 0.02% | 226.481 K $ | 4828 | 2025/12/31 | 482.000 $ | 0.21 % |
| 2026/03/31 | AVEM | AMERICAN CENTY ETF TR | 0.02% | 222.882 K $ | 2766 | 2025/09/30 | 9.846 K $ | 4.62 % |
| 2026/03/31 | IGIB | ISHARES TR | 0.01% | 213.277 K $ | 4007 | 2022/12/31 | -2.644 K $ | -1.22 % |