0001737112-19-000003.txt : 20190506 0001737112-19-000003.hdr.sgml : 20190506 20190506135217 ACCESSION NUMBER: 0001737112-19-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190506 DATE AS OF CHANGE: 20190506 EFFECTIVENESS DATE: 20190506 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: 19798868 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 03-31-2019 03-31-2019 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 05-03-2019 0 61 490414 false INFORMATION TABLE 2 lutz1q19.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 281 1401 SH SOLE 0 0 1401 ISHARES INC CORE MSCI EMKT 46434G103 5505 106462 SH SOLE 0 0 106462 ISHARES TR CORE S&P MCP ETF 464287507 42679 225338 SH SOLE 0 0 225338 ISHARES TR S&P MC 400VL ETF 464287705 14688 93573 SH SOLE 0 0 93573 ISHARES TR CORE S&P SCP ETF 464287804 11665 151199 SH SOLE 0 0 151199 ISHARES TR SP SMCP600VL ETF 464287879 10228 69325 SH SOLE 0 0 69325 ISHARES TR S&P 500 VAL ETF 464287408 20424 181156 SH SOLE 0 0 181156 ISHARES TR CORE S&P500 ETF 464287200 11230 39464 SH SOLE 0 0 39464 ISHARES TR RUS 1000 VAL ETF 464287598 420 3398 SH SOLE 0 0 3398 ISHARES TR RUS 2000 VAL ETF 464287630 574 4791 SH SOLE 0 0 4791 ISHARES TR RUSSELL 3000 ETF 464287689 3566 21394 SH SOLE 0 0 21394 ISHARES TR CORE S&P US VLU 464287663 2200 40132 SH SOLE 0 0 40132 ISHARES TR MSCI EAFE ETF 464287465 3203 49376 SH SOLE 0 0 49376 ISHARES TR RUS MID CAP ETF 464287499 258 4790 SH SOLE 0 0 4790 ISHARES TR 1 3 YR TREAS BD 464287457 394 4682 SH SOLE 0 0 4682 ISHARES TR IBOXX INV CP ETF 464287242 734 6161 SH SOLE 0 0 6161 ISHARES TR CORE US AGGBD ET 464287226 1730 15859 SH SOLE 0 0 15859 ISHARES TR TIPS BD ETF 464287176 3997 35350 SH SOLE 0 0 35350 ISHARES TR EAFE VALUE ETF 464288877 5937 121468 SH SOLE 0 0 121468 ISHARES TR SH TR CRPORT ETF 464288646 2087 39510 SH SOLE 0 0 39510 ISHARES TR INTRM TR CRP ETF 464288638 2211 40100 SH SOLE 0 0 40100 ISHARES TR EAFE SML CP ETF 464288273 4107 71508 SH SOLE 0 0 71508 ISHARES TR 0-5 YR TIPS ETF 46429B747 363 3646 SH SOLE 0 0 3646 ISHARES TR USA QUALITY FCTR 46432F339 503 5686 SH SOLE 0 0 5686 ISHARES TR IBONDS DEC20 ETF 46434VAQ3 6148 243618 SH SOLE 0 0 243618 ISHARES TR IBONDS DEC21 ETF 46434VBK5 8883 359361 SH SOLE 0 0 359361 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 3060 97730 SH SOLE 0 0 97730 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1339 19153 SH SOLE 0 0 19153 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 354 4451 SH SOLE 0 0 4451 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 994 19810 SH SOLE 0 0 19810 SCHWAB STRATEGIC TR US TIPS ETF 808524870 4009 72892 SH SOLE 0 0 72892 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 216 3903 SH SOLE 0 0 3903 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 720 13885 SH SOLE 0 0 13885 SCHWAB STRATEGIC TR SCHWB FDT INT SC 808524748 875 28169 SH SOLE 0 0 28169 SPDR INDEX SHS FDS MSCI EMRG MKTS 78463X426 2181 36884 SH SOLE 0 0 36884 SPDR S&P 500 ETF TR TR UNIT 78462F103 35977 127361 SH SOLE 0 0 127361 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 7980 23104 SH SOLE 0 0 23104 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 1559 25852 SH SOLE 0 0 25852 SPDR SERIES TRUST PRTFLO S&P500 VL 78464A508 34069 1125119 SH SOLE 0 0 1125119 SPDR SERIES TRUST S&P 400 MDCP VAL 78464A839 224 4447 SH SOLE 0 0 4447 SPDR SERIES TRUST PORTFOLIO MD ETF 78464A847 430 12915 SH SOLE 0 0 12915 SPDR SERIES TRUST PORTFOLIO AGRGTE 78464A649 628 22006 SH SOLE 0 0 22006 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX 921932885 346 2702 SH SOLE 0 0 2702 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 20951 174749 SH SOLE 0 0 174749 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 18491 170098 SH SOLE 0 0 170098 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 44750 562255 SH SOLE 0 0 562255 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 38348 472388 SH SOLE 0 0 472388 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 2000 35860 SH SOLE 0 0 35860 VANGUARD GROUP DIV APP ETF 921908844 505 4602 SH SOLE 0 0 4602 VANGUARD INDEX FDS VALUE ETF 922908744 521 4841 SH SOLE 0 0 4841 VANGUARD INDEX FDS MID CAP ETF 922908629 2256 14034 SH SOLE 0 0 14034 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 16662 191712 SH SOLE 0 0 191712 VANGUARD INDEX FDS LARGE CAP ETF 922908637 327 2522 SH SOLE 0 0 2522 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 2596 24065 SH SOLE 0 0 24065 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 29861 115054 SH SOLE 0 0 115054 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 283 2722 SH SOLE 0 0 2722 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 688 9403 SH SOLE 0 0 9403 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 25606 526001 SH SOLE 0 0 526001 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 15418 177478 SH SOLE 0 0 177478 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 725 9088 SH SOLE 0 0 9088 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 11450 280165 SH SOLE 0 0 280165