0001737112-18-000002.txt : 20180417 0001737112-18-000002.hdr.sgml : 20180417 20180417165321 ACCESSION NUMBER: 0001737112-18-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180417 DATE AS OF CHANGE: 20180417 EFFECTIVENESS DATE: 20180417 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: 18759488 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 03-31-2018 03-31-2018 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 04-17-2018 0 43 338832 false INFORMATION TABLE 2 lutz1q18.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 457 2290 SH SOLE 0 0 2290 DNP SELECT INCOME FD COM 23325P104 230 22388 SH SOLE 0 0 22388 ISHARES TR TIPS BD ETF 464287176 3491 30878 SH SOLE 0 0 30878 ISHARES TR RUS 2000 VAL ETF 464287630 554 4542 SH SOLE 0 0 4542 ISHARES TR IBONDS DEC20 ETF 46434VAQ3 7881 314379 SH SOLE 0 0 314379 ISHARES TR CORE S&P SCP ETF 464287804 3952 51319 SH SOLE 0 0 51319 ISHARES TR 1 3 YR TREAS BD 464287457 608 7281 SH SOLE 0 0 7281 ISHARES TR SP SMCP600VL ETF 464287879 4739 31416 SH SOLE 0 0 31416 ISHARES TR INTRMD CR BD ETF 464288638 1086 10123 SH SOLE 0 0 10123 ISHARES TR RUS 1000 VAL ETF 464287598 408 3398 SH SOLE 0 0 3398 ISHARES TR IBOXX INV CP ETF 464287242 770 6559 SH SOLE 0 0 6559 ISHARES TR CORE US AGGBD ET 464287226 676 6302 SH SOLE 0 0 6302 ISHARES TR RUS MID CAP ETF 464287499 249 1208 SH SOLE 0 0 1208 ISHARES TR S&P 500 VAL ETF 464287408 20351 186122 SH SOLE 0 0 186122 ISHARES TR CORE S&P MCP ETF 464287507 34302 182877 SH SOLE 0 0 182877 ISHARES TR 1 3 YR CR BD ETF 464288646 1846 17780 SH SOLE 0 0 17780 ISHARES TR S&P MC 400VL ETF 464287705 13869 89764 SH SOLE 0 0 89764 ISHARES TR EAFE VALUE ETF 464288877 3768 69074 SH SOLE 0 0 69074 ISHARES TR MSCI EAFE ETF 464287465 2651 38048 SH SOLE 0 0 38048 ISHARES TR CORE S&P500 ETF 464287200 2729 10285 SH SOLE 0 0 10285 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 325 4527 SH SOLE 0 0 4527 SCHWAB STRATEGIC TR US TIPS ETF 808524870 3617 65912 SH SOLE 0 0 65912 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1028 20618 SH SOLE 0 0 20618 SPDR INDEX SHS FDS MSCI EMRG MKTS 78463X426 2300 35095 SH SOLE 0 0 35095 SPDR S&P 500 ETF TR TR UNIT 78462F103 24217 92027 SH SOLE 0 0 92027 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 5052 14783 SH SOLE 0 0 14783 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 16001 544253 SH SOLE 0 0 544253 U S SILICA HLDGS INC COM 90345E103 255 10000 SH SOLE 0 0 10000 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 19920 188884 SH SOLE 0 0 188884 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 14300 121200 SH SOLE 0 0 121200 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 332 2619 SH SOLE 0 0 2619 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 31283 398820 SH SOLE 0 0 398820 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 29705 371637 SH SOLE 0 0 371637 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 594 10848 SH SOLE 0 0 10848 VANGUARD INDEX FDS VALUE ETF 922908744 345 3343 SH SOLE 0 0 3343 VANGUARD INDEX FDS MID CAP ETF 922908629 497 3221 SH SOLE 0 0 3221 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 10427 138155 SH SOLE 0 0 138155 VANGUARD INDEX FDS TOTAL STK MKT 922908769 394 2901 SH SOLE 0 0 2901 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 24716 102099 SH SOLE 0 0 102099 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 17760 363125 SH SOLE 0 0 363125 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 1557 19856 SH SOLE 0 0 19856 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 9143 107767 SH SOLE 0 0 107767 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 20447 462082 SH SOLE 0 0 462082