☆Lutz Financial Services LLC
Quality Q
0.849
AUM ($M)
1,642
Positions
112
Turnover
0.02
Top-10 wt
59%
Herfindahl
0.046
History (qtrs)
6
Excess Return
—
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Holdings · 112 positions · portfolio value $1,642M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆VOO funds › | VANGUARD INDEX FDS | ADD | — | 10.7% | +0.6% | 176.0 | 256,299 | +4,262 | 5 | — |
| ☆SPYV funds › | SPDR SERIES TRUST | ADD | — | 9.2% | -0.0% | 151.8 | 2,496,836 | +62,160 | 5 | — |
| ☆IJH funds › | ISHARES TR | ADD | — | 7.6% | +0.3% | 124.6 | 1,615,391 | +16,917 | 5 | — |
| ☆BND funds › | VANGUARD BD INDEX FDS | ADD | — | 6.6% | -0.5% | 108.5 | 1,478,462 | +47,322 | 5 | — |
| ☆VTEB funds › | VANGUARD MUN BD FDS | ADD | — | 5.1% | -0.1% | 84.2 | 1,663,916 | +94,253 | 5 | — |
| ☆MDYV funds › | SPDR SERIES TRUST | ADD | — | 4.8% | +0.2% | 78.7 | 829,586 | +23,727 | 5 | — |
| ☆VCSH funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 4.3% | -0.2% | 71.3 | 901,823 | +40,378 | 5 | — |
| ☆SCHP funds › | SCHWAB STRATEGIC TR | ADD | — | 3.9% | -0.2% | 64.8 | 2,445,014 | +103,109 | 5 | — |
| ☆MBB funds › | ISHARES TR | ADD | — | 3.8% | -0.2% | 62.2 | 658,034 | +26,184 | 5 | — |
| ☆SPY funds › | STATE STR SPDR S&P 500 ETF T | TRIM | — | 3.0% | +0.1% | 49.2 | 65,867 | -335 | 5 | — |
| ☆DFAC funds › | DIMENSIONAL ETF TRUST | ADD | — | 2.5% | +0.1% | 41.2 | 928,322 | +8,711 | 5 | — |
| ☆MUB funds › | ISHARES TR | ADD | — | 2.3% | -0.2% | 38.5 | 357,361 | +4,198 | 5 | — |
| ☆DFIC funds › | DIMENSIONAL ETF TRUST | ADD | — | 1.9% | +0.0% | 31.0 | 833,294 | +42,667 | 5 | — |
| ☆IJR funds › | ISHARES TR | ADD | — | 1.8% | +0.2% | 28.9 | 194,808 | +2,959 | 5 | — |
| ☆SCHX funds › | SCHWAB STRATEGIC TR | ADD | — | 1.6% | +0.1% | 26.6 | 902,154 | +11,354 | 5 | — |
| ☆DUHP funds › | DIMENSIONAL ETF TRUST | ADD | — | 1.5% | +0.1% | 25.4 | 609,075 | +30,914 | 5 | — |
| ☆IGSB funds › | ISHARES TR | ADD | — | 1.5% | -0.2% | 25.1 | 478,615 | +3,446 | 5 | — |
| ☆SCHM funds › | SCHWAB STRATEGIC TR | TRIM | — | 1.5% | +0.1% | 24.8 | 672,364 | -6,004 | 5 | — |
| ☆IVE funds › | ISHARES TR | TRIM | — | 1.4% | -0.1% | 23.7 | 104,312 | -1,169 | 5 | — |
| ☆BSV funds › | VANGUARD BD INDEX FDS | ADD | — | 1.3% | -0.1% | 21.4 | 274,930 | +10,923 | 5 | — |
| ☆AGG funds › | ISHARES TR | TRIM | — | 1.3% | -0.1% | 20.7 | 208,958 | -189 | 5 | — |
| ☆DFAS funds › | DIMENSIONAL ETF TRUST | TRIM | — | 1.2% | +0.1% | 19.6 | 238,326 | -495 | 5 | — |
| ☆VTV funds › | VANGUARD INDEX FDS | ADD | — | 1.1% | +0.0% | 18.5 | 84,845 | +24 | 5 | — |
| ☆QUAL funds › | ISHARES TR | TRIM | — | 1.1% | +0.0% | 17.7 | 80,645 | -261 | 5 | — |
| ☆IVV funds › | ISHARES TR | TRIM | — | 1.1% | +0.0% | 17.6 | 23,501 | -273 | 5 | — |
| ☆VOE funds › | VANGUARD INDEX FDS | TRIM | — | 1.1% | -0.0% | 17.6 | 88,896 | -815 | 5 | — |
| ☆IJJ funds › | ISHARES TR | TRIM | — | 1.1% | +0.0% | 17.5 | 118,338 | -492 | 5 | — |
| ☆VOOV funds › | VANGUARD ADMIRAL FDS INC | TRIM | — | 1.0% | -0.0% | 15.7 | 71,734 | -561 | 5 | — |
| ☆AVUV funds › | AMERICAN CENTY ETF TR | ADD | — | 0.9% | +0.1% | 15.3 | 122,961 | +4,516 | 5 | — |
| ☆SLYV funds › | SPDR SERIES TRUST | TRIM | — | 0.9% | +0.0% | 14.9 | 136,271 | -2,179 | 5 | — |
| ☆TIP funds › | ISHARES TR | TRIM | — | 0.9% | -0.1% | 14.2 | 129,565 | -967 | 5 | — |
| ☆SCHA funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.9% | +0.1% | 14.1 | 390,473 | -5,807 | 5 | — |
| ☆IVOV funds › | VANGUARD ADMIRAL FDS INC | TRIM | — | 0.8% | +0.0% | 13.0 | 114,034 | -792 | 5 | — |
| ☆AVDE funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.8% | -0.1% | 12.9 | 144,861 | -2,824 | 5 | — |
| ☆MDY funds › | STATE STR SPDR S&P MIDCAP 40 | TRIM | — | 0.8% | +0.0% | 12.8 | 18,176 | -14 | 5 | — |
| ☆IUSV funds › | ISHARES TR | TRIM | — | 0.7% | -0.0% | 12.1 | 110,245 | -1,326 | 5 | — |
| ☆DFAT funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.6% | +0.0% | 10.4 | 148,452 | -1,062 | 5 | — |
| ☆DFEM funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.6% | +0.1% | 10.3 | 254,366 | +8,690 | 5 | — |
| ☆STIP funds › | ISHARES TR | ADD | — | 0.6% | -0.1% | 9.3 | 91,521 | +2,119 | 5 | — |
| ☆DFUV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.5% | +0.0% | 8.2 | 148,278 | -2,280 | 5 | — |
| ☆IEMG funds › | ISHARES INC | TRIM | — | 0.4% | +0.0% | 7.3 | 88,309 | -630 | 5 | — |
| ☆SUB funds › | ISHARES TR | TRIM | — | 0.4% | -0.1% | 5.9 | 55,231 | -2,110 | 5 | — |
| ☆VBR funds › | VANGUARD INDEX FDS | TRIM | — | 0.4% | +0.0% | 5.8 | 23,984 | -49 | 5 | — |
| ☆IJS funds › | ISHARES TR | ADD | — | 0.4% | +0.0% | 5.8 | 42,637 | +306 | 5 | — |
| ☆IWV funds › | ISHARES TR | HOLD | — | 0.3% | +0.0% | 5.1 | 11,854 | +0 | 5 | — |
| ☆VWO funds › | VANGUARD INTL EQUITY INDEX F | ADD | — | 0.3% | +0.0% | 4.6 | 77,894 | +64 | 5 | — |
| ☆ISTB funds › | ISHARES TR | ADD | — | 0.3% | -0.0% | 4.6 | 96,229 | +1,324 | 5 | — |
| ☆STPZ funds › | PIMCO ETF TR | HOLD | — | 0.2% | -0.0% | 4.1 | 76,584 | +0 | 5 | — |
| ☆VTIP funds › | VANGUARD MALVERN FDS | TRIM | — | 0.2% | -0.0% | 3.6 | 72,601 | -3,019 | 5 | — |
| ☆IWB funds › | ISHARES TR | TRIM | — | 0.2% | +0.0% | 2.8 | 6,880 | -276 | 3 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.1% | +0.0% | 2.2 | 11,121 | +836 | 5 | — |
| ☆VEA funds › | VANGUARD TAX-MANAGED FDS | HOLD | — | 0.1% | +0.0% | 2.2 | 30,620 | +0 | 5 | — |
| ☆VMBS funds › | VANGUARD SCOTTSDALE FDS | TRIM | — | 0.1% | -0.0% | 1.9 | 39,757 | -1,962 | 5 | — |
| ☆AAPL funds › | APPLE INC | ADD | — | 0.1% | +0.0% | 1.8 | 6,200 | +148 | 5 | — |
| ☆FNDF funds › | SCHWAB STRATEGIC TR | TRIM | — | 0.1% | -0.0% | 1.7 | 31,486 | -208 | 5 | — |
| ☆VNQ funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | -0.0% | 1.6 | 16,270 | +1 | 5 | — |
| ☆DFIV funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.1% | -0.0% | 1.6 | 29,015 | -52 | 5 | — |
| ☆VTI funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | +0.0% | 1.3 | 3,537 | +84 | 5 | — |
| ☆IWM funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 1.3 | 4,200 | +0 | 5 | — |
| ☆VV funds › | VANGUARD INDEX FDS | TRIM | — | 0.1% | +0.0% | 1.2 | 3,628 | -46 | 5 | — |
| ☆VO funds › | VANGUARD INDEX FDS | ADD | — | 0.1% | -0.0% | 1.2 | 15,159 | +11,251 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | TRIM | — | 0.1% | -0.0% | 1.2 | 3,084 | -16 | 5 | — |
| ☆IWD funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 1.0 | 4,010 | +0 | 5 | — |
| ☆VIG funds › | VANGUARD SPECIALIZED FUNDS | HOLD | — | 0.1% | -0.0% | 1.0 | 4,051 | +0 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.1% | +0.0% | 0.9 | 3,664 | +211 | 5 | — |
| ☆DFSD funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.1% | -0.0% | 0.9 | 18,253 | -1,535 | 3 | — |
| ☆EFA funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.8 | 7,979 | -130 | 5 | — |
| ☆VB funds › | VANGUARD INDEX FDS | HOLD | — | 0.0% | +0.0% | 0.8 | 2,541 | +0 | 5 | — |
| ☆CUSIP:084670108 funds › | BERKSHIRE HATHAWAY INC DEL | HOLD | — | 0.0% | -0.0% | 0.7 | 1 | +0 | 5 | — |
| ☆DLN funds › | WISDOMTREE TR | HOLD | — | 0.0% | -0.0% | 0.7 | 7,456 | +0 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.0% | +0.0% | 0.7 | 1,435 | +85 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | TRIM | — | 0.0% | +0.0% | 0.7 | 1,998 | -150 | 5 | — |
| ☆SCHG funds › | SCHWAB STRATEGIC TR | ADD | — | 0.0% | +0.0% | 0.7 | 19,349 | +15 | 5 | — |
| ☆SPMD funds › | SPDR SERIES TRUST | HOLD | — | 0.0% | +0.0% | 0.6 | 9,264 | +0 | 5 | — |
| ☆GOOG funds › | ALPHABET INC | TRIM | — | 0.0% | +0.0% | 0.6 | 1,694 | -65 | 5 | — |
| ☆MU funds › | MICRON TECHNOLOGY INC | NEW | — | 0.0% | +0.0% | 0.6 | 510 | +510 | 1 | — |
| ☆DBEF funds › | DBX ETF TR | HOLD | — | 0.0% | +0.0% | 0.6 | 10,469 | +0 | 3 | — |
| ☆AVUS funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.0% | +0.0% | 0.5 | 4,204 | -30 | 5 | — |
| ☆AVDV funds › | AMERICAN CENTY ETF TR | ADD | — | 0.0% | -0.0% | 0.5 | 5,170 | +50 | 5 | — |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.0% | +0.0% | 0.5 | 1,407 | +35 | 5 | — |
| ☆META funds › | META PLATFORMS INC | ADD | — | 0.0% | +0.0% | 0.5 | 918 | +127 | 5 | — |
| ☆VT funds › | VANGUARD INTL EQUITY INDEX F | TRIM | — | 0.0% | +0.0% | 0.5 | 3,098 | -85 | 5 | — |
| ☆DFSV funds › | DIMENSIONAL ETF TRUST | ADD | — | 0.0% | +0.0% | 0.5 | 12,351 | +37 | 5 | — |
| ☆JPM funds › | JPMORGAN CHASE & CO | TRIM | — | 0.0% | +0.0% | 0.5 | 1,411 | -6 | 5 | — |
| ☆IWN funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.4 | 2,031 | -400 | 5 | — |
| ☆DFCF funds › | DIMENSIONAL ETF TRUST | TRIM | — | 0.0% | -0.0% | 0.4 | 10,574 | -579 | 3 | — |
| ☆IWR funds › | ISHARES TR | TRIM | — | 0.0% | -0.0% | 0.4 | 3,949 | -116 | 5 | — |
| ☆SCHF funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.0% | +0.0% | 0.4 | 14,938 | +0 | 5 | — |
| ☆LLY funds › | ELI LILLY & CO | TRIM | — | 0.0% | +0.0% | 0.4 | 340 | -2 | 5 | — |
| ☆QEMM funds › | SPDR INDEX SHS FDS | HOLD | — | 0.0% | +0.0% | 0.4 | 5,015 | +0 | 5 | — |
| ☆AVLV funds › | AMERICAN CENTY ETF TR | TRIM | — | 0.0% | -0.0% | 0.4 | 4,376 | -147 | 3 | — |
| ☆QQQ funds › | INVESCO QQQ TR | HOLD | — | 0.0% | +0.0% | 0.4 | 539 | +0 | 5 | — |
| ☆ILCB funds › | ISHARES TR | HOLD | — | 0.0% | +0.0% | 0.3 | 3,306 | +0 | 5 | — |
| ☆VCIT funds › | VANGUARD SCOTTSDALE FDS | ADD | — | 0.0% | -0.0% | 0.3 | 3,686 | +79 | 5 | — |
| ☆ONEY funds › | SPDR SERIES TRUST | HOLD | — | 0.0% | -0.0% | 0.3 | 2,295 | +0 | 5 | — |
| ☆VUG funds › | VANGUARD INDEX FDS | ADD | — | 0.0% | +0.0% | 0.3 | 3,369 | +2,807 | 3 | — |
| ☆SCHV funds › | SCHWAB STRATEGIC TR | HOLD | — | 0.0% | +0.0% | 0.3 | 8,275 | +0 | 5 | — |
| ☆SPEM funds › | SPDR INDEX SHS FDS | ADD | — | 0.0% | +0.0% | 0.3 | 5,371 | +543 | 3 | — |
| ☆AVEM funds › | AMERICAN CENTY ETF TR | ADD | — | 0.0% | +0.0% | 0.3 | 2,767 | +1 | 4 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | NEW | — | 0.0% | +0.0% | 0.3 | 443 | +443 | 1 | — |
| ☆WMT funds › | WALMART INC | ADD | — | 0.0% | -0.0% | 0.3 | 2,239 | +9 | 5 | — |
| ☆WDC funds › | WESTERN DIGITAL CORP | NEW | — | 0.0% | +0.0% | 0.2 | 382 | +382 | 1 | — |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.0% | +0.0% | 0.2 | 1,707 | +1,707 | 1 | — |
| ☆TSLA funds › | TESLA INC | NEW | — | 0.0% | +0.0% | 0.2 | 564 | +564 | 1 | — |
| ☆DFLV funds › | DIMENSIONAL ETF TRUST | NEW | — | 0.0% | +0.0% | 0.2 | 5,972 | +5,972 | 1 | — |
| ☆LRCX funds › | LAM RESEARCH CORP | NEW | — | 0.0% | +0.0% | 0.2 | 544 | +544 | 1 | — |
| ☆CAT funds › | CATERPILLAR INC | NEW | — | 0.0% | +0.0% | 0.2 | 208 | +208 | 1 | — |
| ☆AMAT funds › | APPLIED MATLS INC | NEW | — | 0.0% | +0.0% | 0.2 | 301 | +301 | 1 | — |
| ☆V funds › | VISA INC | NEW | — | 0.0% | +0.0% | 0.2 | 634 | +634 | 1 | — |
| ☆SNDK funds › | SANDISK CORP | NEW | — | 0.0% | +0.0% | 0.2 | 95 | +95 | 1 | — |
| ☆IVOO funds › | VANGUARD ADMIRAL FDS INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,638 | +1,638 | 1 | — |
| ☆IGIB funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.2 | 4,007 | +0 | 5 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 1,642 | 112 | 0.02 | 59% | 0.046 | 0.847 | — | in |
| 2026Q1 | 1,488 | 100 | 0.02 | 59% | 0.045 | 0.852 | — | in |
| 2025Q4 | 1,470 | 102 | 0.02 | 59% | 0.046 | 0.822 | — | in |
| 2025Q3 | 1,381 | 96 | 0.01 | 58% | 0.045 | 0.826 | — | in |
| 2025Q2 | 1,288 | 97 | 0.03 | 58% | 0.044 | 0.814 | — | entered |
| 2025Q1 | 1,221 | 95 | 0.00 | 59% | 0.045 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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