0001737112-21-000004.txt : 20210427
0001737112-21-000004.hdr.sgml : 20210427
20210427103020
ACCESSION NUMBER: 0001737112-21-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20210331
FILED AS OF DATE: 20210427
DATE AS OF CHANGE: 20210427
EFFECTIVENESS DATE: 20210427
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: 21856469
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
03-31-2021
03-31-2021
Lutz Financial Services LLC
13616 CALIFORNIA ST
SUITE 300
OMAHA
NE
68154
13F HOLDINGS REPORT
028-18716
N
James P. Boulay
Chief Compliance Officer
402-827-2300
James P. Boulay
Omaha
NE
04-27-2021
0
57
675950
false
INFORMATION TABLE
2
Lutz13f1q2021.xml
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
488
1909
SH
SOLE
0
0
1909
ISHARES INC
CORE MSCI EMKT
46434G103
6182
96048
SH
SOLE
0
0
96048
ISHARES TR
NATIONAL MUN ETF
464288414
7494
64579
SH
SOLE
0
0
64579
ISHARES TR
SHRT NAT MUN ETF
464288158
16373
151853
SH
SOLE
0
0
151853
ISHARES TR
TIPS BD ETF
464287176
3743
29823
SH
SOLE
0
0
29823
ISHARES TR
RUS 2000 VAL ETF
464287630
724
4542
SH
SOLE
0
0
4542
ISHARES TR
CORE S&P SCP ETF
464287804
16370
150838
SH
SOLE
0
0
150838
ISHARES TR
SP SMCP600VL ETF
464287879
5095
50576
SH
SOLE
0
0
50576
ISHARES TR
CORE S&P US VLU
464287663
9444
137062
SH
SOLE
0
0
137062
ISHARES TR
RUSSELL 3000 ETF
464287689
3756
15832
SH
SOLE
0
0
15832
ISHARES TR
IBOXX INV CP ETF
464287242
362
2781
SH
SOLE
0
0
2781
ISHARES TR
ISHS 5-10YR INVT
464288638
1439
24297
SH
SOLE
0
0
24297
ISHARES TR
RUS 1000 VAL ETF
464287598
530
3497
SH
SOLE
0
0
3497
ISHARES TR
CORE US AGGBD ET
464287226
4642
40782
SH
SOLE
0
0
40782
ISHARES TR
IBONDS DEC21 ETF
46434VBK5
4686
188577
SH
SOLE
0
0
188577
ISHARES TR
CORE S&P MCP ETF
464287507
55260
212310
SH
SOLE
0
0
212310
ISHARES TR
S&P 500 VAL ETF
464287408
20053
141975
SH
SOLE
0
0
141975
ISHARES TR
RUS MID CAP ETF
464287499
312
4217
SH
SOLE
0
0
4217
ISHARES TR
S&P MC 400VL ETF
464287705
13826
135637
SH
SOLE
0
0
135637
ISHARES TR
ISHS 1-5YR INVS
464288646
21101
385908
SH
SOLE
0
0
385908
ISHARES TR
CORE S&P500 ETF
464287200
11186
28119
SH
SOLE
0
0
28119
SCHWAB STRATEGIC TR
US REIT ETF
808524847
2104
51197
SH
SOLE
0
0
51197
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
7583
76078
SH
SOLE
0
0
76078
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
773
14335
SH
SOLE
0
0
14335
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
1423
44334
SH
SOLE
0
0
44334
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
497
3830
SH
SOLE
0
0
3830
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
39578
647129
SH
SOLE
0
0
647129
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
2564
26703
SH
SOLE
0
0
26703
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
655
12775
SH
SOLE
0
0
12775
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
12556
168697
SH
SOLE
0
0
168697
SPDR INDEX SHS FDS
MSCI EMRG MKTS
78463X426
364
5345
SH
SOLE
0
0
5345
SPDR S&P 500 ETF TR
TR UNIT
78462F103
34546
87164
SH
SOLE
0
0
87164
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
9754
20490
SH
SOLE
0
0
20490
SPDR SER TR
S&P 600 SMCP VAL
78464A300
13565
165447
SH
SOLE
0
0
165447
SPDR SER TR
S&P 400 MDCP VAL
78464A839
26172
399997
SH
SOLE
0
0
399997
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
1586
53493
SH
SOLE
0
0
53493
SPDR SER TR
PRTFLO S&P500 VL
78464A508
63800
1683372
SH
SOLE
0
0
1683372
VANGUARD ADMIRAL FDS INC
MIDCP 400 VAL
921932844
12012
76871
SH
SOLE
0
0
76871
VANGUARD ADMIRAL FDS INC
500 VAL IDX FD
921932703
14248
104232
SH
SOLE
0
0
104232
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
18364
223429
SH
SOLE
0
0
223429
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
57461
678243
SH
SOLE
0
0
678243
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
3187
55786
SH
SOLE
0
0
55786
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
202
1088
SH
SOLE
0
0
1088
VANGUARD INDEX FDS
VALUE ETF
922908744
413
3140
SH
SOLE
0
0
3140
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
18802
204684
SH
SOLE
0
0
204684
VANGUARD INDEX FDS
MID CAP ETF
922908629
796
3595
SH
SOLE
0
0
3595
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
959
4637
SH
SOLE
0
0
4637
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
8351
61919
SH
SOLE
0
0
61919
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
59349
162913
SH
SOLE
0
0
162913
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
6164
37218
SH
SOLE
0
0
37218
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
520
5342
SH
SOLE
0
0
5342
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
4009
77026
SH
SOLE
0
0
77026
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
9831
190744
SH
SOLE
0
0
190744
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
25064
303812
SH
SOLE
0
0
303812
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
12348
200711
SH
SOLE
0
0
200711
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
2665
28648
SH
SOLE
0
0
28648
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
619
12604
SH
SOLE
0
0
12604