0001737112-21-000004.txt : 20210427 0001737112-21-000004.hdr.sgml : 20210427 20210427103020 ACCESSION NUMBER: 0001737112-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210427 DATE AS OF CHANGE: 20210427 EFFECTIVENESS DATE: 20210427 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Lutz Financial Services LLC CENTRAL INDEX KEY: 0001737112 IRS NUMBER: 470828178 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18716 FILM NUMBER: 21856469 BUSINESS ADDRESS: STREET 1: 13616 CALIFORNIA ST STREET 2: SUITE 300 CITY: OMAHA STATE: NE ZIP: 68154 BUSINESS PHONE: 402-827-2300 MAIL ADDRESS: STREET 1: 13616 CALIFORNIA ST STREET 2: SUITE 300 CITY: OMAHA STATE: NE ZIP: 68154 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001737112 XXXXXXXX 03-31-2021 03-31-2021 Lutz Financial Services LLC

13616 CALIFORNIA ST SUITE 300 OMAHA NE 68154

13F HOLDINGS REPORT 028-18716 N James P. Boulay 402-827-2300 James P. Boulay Omaha NE 04-27-2021 0 57 675950 false INFORMATION TABLE 2 Lutz13f1q2021.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 488 1909 SH SOLE 0 0 1909 ISHARES INC CORE MSCI EMKT 46434G103 6182 96048 SH SOLE 0 0 96048 ISHARES TR NATIONAL MUN ETF 464288414 7494 64579 SH SOLE 0 0 64579 ISHARES TR SHRT NAT MUN ETF 464288158 16373 151853 SH SOLE 0 0 151853 ISHARES TR TIPS BD ETF 464287176 3743 29823 SH SOLE 0 0 29823 ISHARES TR RUS 2000 VAL ETF 464287630 724 4542 SH SOLE 0 0 4542 ISHARES TR CORE S&P SCP ETF 464287804 16370 150838 SH SOLE 0 0 150838 ISHARES TR SP SMCP600VL ETF 464287879 5095 50576 SH SOLE 0 0 50576 ISHARES TR CORE S&P US VLU 464287663 9444 137062 SH SOLE 0 0 137062 ISHARES TR RUSSELL 3000 ETF 464287689 3756 15832 SH SOLE 0 0 15832 ISHARES TR IBOXX INV CP ETF 464287242 362 2781 SH SOLE 0 0 2781 ISHARES TR ISHS 5-10YR INVT 464288638 1439 24297 SH SOLE 0 0 24297 ISHARES TR RUS 1000 VAL ETF 464287598 530 3497 SH SOLE 0 0 3497 ISHARES TR CORE US AGGBD ET 464287226 4642 40782 SH SOLE 0 0 40782 ISHARES TR IBONDS DEC21 ETF 46434VBK5 4686 188577 SH SOLE 0 0 188577 ISHARES TR CORE S&P MCP ETF 464287507 55260 212310 SH SOLE 0 0 212310 ISHARES TR S&P 500 VAL ETF 464287408 20053 141975 SH SOLE 0 0 141975 ISHARES TR RUS MID CAP ETF 464287499 312 4217 SH SOLE 0 0 4217 ISHARES TR S&P MC 400VL ETF 464287705 13826 135637 SH SOLE 0 0 135637 ISHARES TR ISHS 1-5YR INVS 464288646 21101 385908 SH SOLE 0 0 385908 ISHARES TR CORE S&P500 ETF 464287200 11186 28119 SH SOLE 0 0 28119 SCHWAB STRATEGIC TR US REIT ETF 808524847 2104 51197 SH SOLE 0 0 51197 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 7583 76078 SH SOLE 0 0 76078 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 773 14335 SH SOLE 0 0 14335 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1423 44334 SH SOLE 0 0 44334 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 497 3830 SH SOLE 0 0 3830 SCHWAB STRATEGIC TR US TIPS ETF 808524870 39578 647129 SH SOLE 0 0 647129 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2564 26703 SH SOLE 0 0 26703 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 655 12775 SH SOLE 0 0 12775 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 12556 168697 SH SOLE 0 0 168697 SPDR INDEX SHS FDS MSCI EMRG MKTS 78463X426 364 5345 SH SOLE 0 0 5345 SPDR S&P 500 ETF TR TR UNIT 78462F103 34546 87164 SH SOLE 0 0 87164 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 9754 20490 SH SOLE 0 0 20490 SPDR SER TR S&P 600 SMCP VAL 78464A300 13565 165447 SH SOLE 0 0 165447 SPDR SER TR S&P 400 MDCP VAL 78464A839 26172 399997 SH SOLE 0 0 399997 SPDR SER TR PORTFOLIO AGRGTE 78464A649 1586 53493 SH SOLE 0 0 53493 SPDR SER TR PRTFLO S&P500 VL 78464A508 63800 1683372 SH SOLE 0 0 1683372 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 12012 76871 SH SOLE 0 0 76871 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 14248 104232 SH SOLE 0 0 104232 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 18364 223429 SH SOLE 0 0 223429 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 57461 678243 SH SOLE 0 0 678243 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 3187 55786 SH SOLE 0 0 55786 VANGUARD INDEX FDS LARGE CAP ETF 922908637 202 1088 SH SOLE 0 0 1088 VANGUARD INDEX FDS VALUE ETF 922908744 413 3140 SH SOLE 0 0 3140 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 18802 204684 SH SOLE 0 0 204684 VANGUARD INDEX FDS MID CAP ETF 922908629 796 3595 SH SOLE 0 0 3595 VANGUARD INDEX FDS TOTAL STK MKT 922908769 959 4637 SH SOLE 0 0 4637 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 8351 61919 SH SOLE 0 0 61919 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 59349 162913 SH SOLE 0 0 162913 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6164 37218 SH SOLE 0 0 37218 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 520 5342 SH SOLE 0 0 5342 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4009 77026 SH SOLE 0 0 77026 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 9831 190744 SH SOLE 0 0 190744 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 25064 303812 SH SOLE 0 0 303812 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 12348 200711 SH SOLE 0 0 200711 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 2665 28648 SH SOLE 0 0 28648 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 619 12604 SH SOLE 0 0 12604