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| Name: |
Lutz Financial Services LLC |
| City: |
OMAHA |
| State: |
NE |
| Zip: |
68154 |
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data |
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Filing Period: |
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| Holdings
Found :
15 |
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Unchanged Positions |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IWV |
iShares Tr Russell 3000 Indx |
45 |
- |
$302.00 |
$4,577,000 |
15,253 |
0.4% |
402,000 |
0 |
0.031 |
Closed - End Fund - E... |
|
|
BRK.B |
Berkshire Hathaway B |
51 |
- |
$413.12 |
$1,929,000 |
4,588 |
0.17% |
293,000 |
0 |
0 |
Property & Casualty I... |
|
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FNDF |
Schwab Fundamental Internat... |
53 |
- |
$36.29 |
$1,237,000 |
34,746 |
0.11% |
65,000 |
0 |
0.002 |
N/A |
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VEA |
Vanguard Europe Pacific ETF |
57 |
- |
$49.56 |
$1,031,000 |
20,558 |
0.09% |
46,000 |
0 |
0.001 |
Closed - End Fund - F... |
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VV |
Vanguard Large Cap VIPERS |
59 |
- |
$242.67 |
$909,000 |
3,791 |
0.08% |
82,000 |
0 |
0.003 |
Closed - End Fund - E... |
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VB |
Vanguard Small Cap VIPERS |
61 |
- |
$225.36 |
$827,000 |
3,616 |
0.07% |
56,000 |
0 |
0.002 |
Closed - End Fund - E... |
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IWM |
iShares Tr Russell 2000 Indx |
62 |
- |
$207.93 |
$760,000 |
3,613 |
0.07% |
35,000 |
0 |
0 |
Closed - End Fund - E... |
|
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VIG |
Vanguard Dividend Appreciat... |
64 |
- |
$183.63 |
$687,000 |
3,760 |
0.06% |
46,000 |
0 |
0.001 |
Closed - End Fund - Debt |
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SCHG |
Schwab Strategic Trust |
66 |
- |
$94.70 |
$651,000 |
7,019 |
0.06% |
69,000 |
0 |
0.001 |
Closed - End Fund - Debt |
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EMM |
Global X Emerging Markets Etf |
69 |
- |
$27.57 |
$511,000 |
9,573 |
0.04% |
45,000 |
0 |
0.001 |
Closed - End Fund - E... |
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IWR |
iShares Tr Rssll MidCap Indx |
73 |
- |
$83.19 |
$342,000 |
4,068 |
0.03% |
26,000 |
0 |
0.001 |
Closed - End Fund - E... |
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VCIT |
Vanguard Intermediate-Term |
74 |
- |
$79.87 |
$328,000 |
4,075 |
0.03% |
-3,000 |
0 |
0 |
Closed - End Fund - Debt |
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QEMM |
Spdr Msci Emerging Markets ... |
77 |
- |
$60.35 |
$296,000 |
5,120 |
0.03% |
3,000 |
0 |
0.218 |
N/A |
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DLN |
WisdomTree LargeCap Dividen... |
78 |
- |
$70.09 |
$292,000 |
4,046 |
0.03% |
23,000 |
0 |
0.002 |
Closed - End Fund - E... |
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JKD |
iShares Trust - Large Core ... |
82 |
- |
$73.21 |
$243,000 |
3,356 |
0.02% |
22,000 |
0 |
0.008 |
Closed - End Fund - E... |
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