0001737112-21-000002.txt : 20210212 0001737112-21-000002.hdr.sgml : 20210212 20210211184751 ACCESSION NUMBER: 0001737112-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210212 DATE AS OF CHANGE: 20210211 EFFECTIVENESS DATE: 20210212 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: 21621654 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 12-31-2020 12-31-2020 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 02-11-2021 0 56 608941 false INFORMATION TABLE 2 lutz4q20.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 541 2335 SH SOLE 0 0 2335 ISHARES INC CORE MSCI EMKT 46434G103 6175 99525 SH SOLE 0 0 99525 ISHARES TR NATIONAL MUN ETF 464288414 6649 56733 SH SOLE 0 0 56733 ISHARES TR SHRT NAT MUN ETF 464288158 8794 81344 SH SOLE 0 0 81344 ISHARES TR TIPS BD ETF 464287176 3719 29137 SH SOLE 0 0 29137 ISHARES TR RUS 2000 VAL ETF 464287630 598 4542 SH SOLE 0 0 4542 ISHARES TR SP SMCP600VL ETF 464287879 4362 53641 SH SOLE 0 0 53641 ISHARES TR RUSSELL 3000 ETF 464287689 3539 15832 SH SOLE 0 0 15832 ISHARES TR CORE S&P SCP ETF 464287804 13559 147536 SH SOLE 0 0 147536 ISHARES TR CORE S&P US VLU 464287663 8335 134017 SH SOLE 0 0 134017 ISHARES TR IBOXX INV CP ETF 464287242 388 2808 SH SOLE 0 0 2808 ISHARES TR RUS 1000 VAL ETF 464287598 478 3497 SH SOLE 0 0 3497 ISHARES TR ISHS 5-10YR INVT 464288638 1528 24727 SH SOLE 0 0 24727 ISHARES TR CORE US AGGBD ET 464287226 1610 13626 SH SOLE 0 0 13626 ISHARES TR IBONDS DEC21 ETF 46434VBK5 4783 192027 SH SOLE 0 0 192027 ISHARES TR S&P 500 VAL ETF 464287408 19024 148598 SH SOLE 0 0 148598 ISHARES TR CORE S&P MCP ETF 464287507 49192 214035 SH SOLE 0 0 214035 ISHARES TR RUS MID CAP ETF 464287499 304 4439 SH SOLE 0 0 4439 ISHARES TR S&P MC 400VL ETF 464287705 12248 141923 SH SOLE 0 0 141923 ISHARES TR ISHS 1-5YR INVS 464288646 21554 390686 SH SOLE 0 0 390686 ISHARES TR CORE S&P500 ETF 464287200 10453 27845 SH SOLE 0 0 27845 SCHWAB STRATEGIC TR US REIT ETF 808524847 1885 49657 SH SOLE 0 0 49657 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 7098 79749 SH SOLE 0 0 79749 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 794 14166 SH SOLE 0 0 14166 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1306 44597 SH SOLE 0 0 44597 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 492 3829 SH SOLE 0 0 3829 SCHWAB STRATEGIC TR US TIPS ETF 808524870 36529 588413 SH SOLE 0 0 588413 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2406 26456 SH SOLE 0 0 26456 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 750 14592 SH SOLE 0 0 14592 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 11628 170543 SH SOLE 0 0 170543 SPDR INDEX SHS FDS MSCI EMRG MKTS 78463X426 356 5464 SH SOLE 0 0 5464 SPDR S&P 500 ETF TR TR UNIT 78462F103 34040 91044 SH SOLE 0 0 91044 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 8735 20802 SH SOLE 0 0 20802 SPDR SER TR S&P 600 SMCP VAL 78464A300 10639 160732 SH SOLE 0 0 160732 SPDR SER TR S&P 400 MDCP VAL 78464A839 20714 373227 SH SOLE 0 0 373227 SPDR SER TR PORTFOLIO AGRGTE 78464A649 1669 54206 SH SOLE 0 0 54206 SPDR SER TR PRTFLO S&P500 VL 78464A508 54413 1582239 SH SOLE 0 0 1582239 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 12998 105083 SH SOLE 0 0 105083 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 10581 80364 SH SOLE 0 0 80364 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 17811 214847 SH SOLE 0 0 214847 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 61097 692790 SH SOLE 0 0 692790 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 3271 55864 SH SOLE 0 0 55864 VANGUARD INDEX FDS VALUE ETF 922908744 373 3139 SH SOLE 0 0 3139 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 16656 196115 SH SOLE 0 0 196115 VANGUARD INDEX FDS MID CAP ETF 922908629 756 3656 SH SOLE 0 0 3656 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1438 7388 SH SOLE 0 0 7388 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 51448 149693 SH SOLE 0 0 149693 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 7508 63113 SH SOLE 0 0 63113 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5589 39303 SH SOLE 0 0 39303 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 514 5547 SH SOLE 0 0 5547 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3957 78961 SH SOLE 0 0 78961 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 9334 182653 SH SOLE 0 0 182653 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 20549 246830 SH SOLE 0 0 246830 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 9878 160358 SH SOLE 0 0 160358 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3278 33750 SH SOLE 0 0 33750 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 618 13089 SH SOLE 0 0 13089