0001737112-19-000001.txt : 20190213 0001737112-19-000001.hdr.sgml : 20190213 20190213122612 ACCESSION NUMBER: 0001737112-19-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190213 DATE AS OF CHANGE: 20190213 EFFECTIVENESS DATE: 20190213 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: 19595418 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 12-31-2018 12-31-2018 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 02-13-2019 0 63 448003 false INFORMATION TABLE 2 lutz4q18.xml BERKSHIRE HATHAWAY INC DEL CL A 084670108 612 2 SH SOLE 0 0 2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 882 4318 SH SOLE 0 0 4318 ISHARES TR TIPS BD ETF 464287176 3926 35853 SH SOLE 0 0 35853 ISHARES TR CORE S&P500 ETF 464287200 7978 31708 SH SOLE 0 0 31708 ISHARES TR CORE US AGGBD ET 464287226 1100 10329 SH SOLE 0 0 10329 ISHARES TR IBOXX INV CP ETF 464287242 689 6104 SH SOLE 0 0 6104 ISHARES TR S&P 500 VAL ETF 464287408 18681 184705 SH SOLE 0 0 184705 ISHARES TR 1 3 YR TREAS BD 464287457 412 4922 SH SOLE 0 0 4922 ISHARES TR MSCI EAFE ETF 464287465 3199 54427 SH SOLE 0 0 54427 ISHARES TR RUS MID CAP ETF 464287499 222 4777 SH SOLE 0 0 4777 ISHARES TR CORE S&P MCP ETF 464287507 32741 197162 SH SOLE 0 0 197162 ISHARES TR RUS 1000 VAL ETF 464287598 381 3429 SH SOLE 0 0 3429 ISHARES TR RUS 2000 VAL ETF 464287630 515 4791 SH SOLE 0 0 4791 ISHARES TR CORE S&P US VLU 464287663 1884 38376 SH SOLE 0 0 38376 ISHARES TR RUSSELL 3000 ETF 464287689 5793 39427 SH SOLE 0 0 39427 ISHARES TR S&P MC 400VL ETF 464287705 12003 86766 SH SOLE 0 0 86766 ISHARES TR CORE S&P SCP ETF 464287804 7682 110826 SH SOLE 0 0 110826 ISHARES TR SP SMCP600VL ETF 464287879 7192 54550 SH SOLE 0 0 54550 ISHARES TR EAFE SML CP ETF 464288273 4075 78629 SH SOLE 0 0 78629 ISHARES TR INTRM TR CRP ETF 464288638 1937 36946 SH SOLE 0 0 36946 ISHARES TR SH TR CRPORT ETF 464288646 1499 29033 SH SOLE 0 0 29033 ISHARES TR EAFE VALUE ETF 464288877 5591 123633 SH SOLE 0 0 123633 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 370 5373 SH SOLE 0 0 5373 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 217 4527 SH SOLE 0 0 4527 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1157 19074 SH SOLE 0 0 19074 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 813 28691 SH SOLE 0 0 28691 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 3069 108240 SH SOLE 0 0 108240 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 693 13700 SH SOLE 0 0 13700 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1238 24805 SH SOLE 0 0 24805 SCHWAB STRATEGIC TR US TIPS ETF 808524870 4167 78254 SH SOLE 0 0 78254 VANGUARD GROUP DIV APP ETF 921908844 5641 57591 SH SOLE 0 0 57591 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 17437 178714 SH SOLE 0 0 178714 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 16156 153636 SH SOLE 0 0 153636 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 302 2698 SH SOLE 0 0 2698 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 43675 555874 SH SOLE 0 0 555874 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 36537 461266 SH SOLE 0 0 461266 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 13463 362885 SH SOLE 0 0 362885 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 24532 511937 SH SOLE 0 0 511937 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 258 2721 SH SOLE 0 0 2721 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 624 9534 SH SOLE 0 0 9534 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 984 21591 SH SOLE 0 0 21591 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 26091 113535 SH SOLE 0 0 113535 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2432 25528 SH SOLE 0 0 25528 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 12892 172883 SH SOLE 0 0 172883 VANGUARD INDEX FDS MID CAP ETF 922908629 1869 13524 SH SOLE 0 0 13524 VANGUARD INDEX FDS VALUE ETF 922908744 484 4937 SH SOLE 0 0 4937 FLEXSHARES TR MORNSTAR UPSTR 33939L407 209 7142 SH SOLE 0 0 7142 ISHARES TR 0-5 YR TIPS ETF 46429B747 763 7784 SH SOLE 0 0 7784 ISHARES TR USA QUALITY FCTR 46432F339 5881 76614 SH SOLE 0 0 76614 ISHARES INC CORE MSCI EMKT 46434G103 5202 110327 SH SOLE 0 0 110327 ISHARES TR IBONDS DEC20 ETF 46434VAQ3 8630 345482 SH SOLE 0 0 345482 ISHARES TR IBONDS DEC21 ETF 46434VBK5 7265 298229 SH SOLE 0 0 298229 SPDR S&P 500 ETF TR TR UNIT 78462F103 34984 139981 SH SOLE 0 0 139981 SPDR INDEX SHS FDS MSCI EMRG MKTS 78463X426 1991 36615 SH SOLE 0 0 36615 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 1132 21033 SH SOLE 0 0 21033 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 24632 906922 SH SOLE 0 0 906922 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 576 20696 SH SOLE 0 0 20696 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 379 12877 SH SOLE 0 0 12877 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 7009 23158 SH SOLE 0 0 23158 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 392 6327 SH SOLE 0 0 6327 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 886 16323 SH SOLE 0 0 16323 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 560 7183 SH SOLE 0 0 7183 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 13417 161921 SH SOLE 0 0 161921