0001737112-18-000004.txt : 20181113 0001737112-18-000004.hdr.sgml : 20181113 20181113132217 ACCESSION NUMBER: 0001737112-18-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181113 DATE AS OF CHANGE: 20181113 EFFECTIVENESS DATE: 20181113 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: 181176914 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 09-30-2018 09-30-2018 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 11-13-2018 0 52 452884 false INFORMATION TABLE 2 lutz3q18.xml BERKSHIRE HATHAWAY INC DEL CL A 084670108 640 2 SH SOLE 0 0 2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 785 3668 SH SOLE 0 0 3668 FLEXSHARES TR MORNSTAR UPSTR 33939L407 242 7142 SH SOLE 0 0 7142 ISHARES TR TIPS BD ETF 464287176 4027 36402 SH SOLE 0 0 36402 ISHARES TR CORE S&P500 ETF 464287200 5505 18807 SH SOLE 0 0 18807 ISHARES TR CORE US AGGBD ET 464287226 2863 27130 SH SOLE 0 0 27130 ISHARES TR IBOXX INV CP ETF 464287242 768 6681 SH SOLE 0 0 6681 ISHARES TR S&P 500 VAL ETF 464287408 21515 185730 SH SOLE 0 0 185730 ISHARES TR 1 3 YR TREAS BD 464287457 556 6691 SH SOLE 0 0 6691 ISHARES TR MSCI EAFE ETF 464287465 3330 48978 SH SOLE 0 0 48978 ISHARES TR RUS MID CAP ETF 464287499 267 1212 SH SOLE 0 0 1212 ISHARES TR CORE S&P MCP ETF 464287507 40846 202921 SH SOLE 0 0 202921 ISHARES TR RUS 1000 VAL ETF 464287598 430 3398 SH SOLE 0 0 3398 ISHARES TR RUS 2000 VAL ETF 464287630 604 4542 SH SOLE 0 0 4542 ISHARES TR RUSSELL 3000 ETF 464287689 986 5724 SH SOLE 0 0 5724 ISHARES TR S&P MC 400VL ETF 464287705 15280 91317 SH SOLE 0 0 91317 ISHARES TR CORE S&P SCP ETF 464287804 7596 87071 SH SOLE 0 0 87071 ISHARES TR SP SMCP600VL ETF 464287879 7536 45145 SH SOLE 0 0 45145 ISHARES TR INTRM TR CRP ETF 464288638 881 16593 SH SOLE 0 0 16593 ISHARES TR SH TR CRPORT ETF 464288646 1723 33247 SH SOLE 0 0 33247 ISHARES TR EAFE VALUE ETF 464288877 4700 90521 SH SOLE 0 0 90521 ISHARES TR USA QUALITY FCTR 46432F339 1103 12203 SH SOLE 0 0 12203 ISHARES TR EDGE MSCI USA VL 46432F388 218 2479 SH SOLE 0 0 2479 ISHARES TR CORE MSCI TOTAL 46432F834 504 8358 SH SOLE 0 0 8358 ISHARES TR IBONDS DEC20 ETF 46434VAQ3 10135 404819 SH SOLE 0 0 404819 ISHARES TR IBONDS DEC21 ETF 46434VBK5 3587 147231 SH SOLE 0 0 147231 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 386 4706 SH SOLE 0 0 4706 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1047 21115 SH SOLE 0 0 21115 SCHWAB STRATEGIC TR US TIPS ETF 808524870 4363 80863 SH SOLE 0 0 80863 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 477 6327 SH SOLE 0 0 6327 SPDR INDEX SHS FDS MSCI EMRG MKTS 78463X426 2127 35863 SH SOLE 0 0 35863 SPDR S&P 500 ETF TR TR UNIT 78462F103 39634 136331 SH SOLE 0 0 136331 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 8644 23525 SH SOLE 0 0 23525 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 26950 865994 SH SOLE 0 0 865994 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 22019 197109 SH SOLE 0 0 197109 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 20543 159464 SH SOLE 0 0 159464 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 365 2681 SH SOLE 0 0 2681 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 41404 530612 SH SOLE 0 0 530612 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 35769 454493 SH SOLE 0 0 454493 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1231 22579 SH SOLE 0 0 22579 VANGUARD GROUP DIV APP ETF 921908844 735 6637 SH SOLE 0 0 6637 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 31041 116236 SH SOLE 0 0 116236 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 14126 175091 SH SOLE 0 0 175091 VANGUARD INDEX FDS MID CAP ETF 922908629 502 3055 SH SOLE 0 0 3055 VANGUARD INDEX FDS VALUE ETF 922908744 351 3167 SH SOLE 0 0 3167 VANGUARD INDEX FDS TOTAL STK MKT 922908769 223 1490 SH SOLE 0 0 1490 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1139 21877 SH SOLE 0 0 21877 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 505 12327 SH SOLE 0 0 12327 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 23357 482890 SH SOLE 0 0 482890 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 818 10468 SH SOLE 0 0 10468 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 13978 167336 SH SOLE 0 0 167336 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 24523 566755 SH SOLE 0 0 566755