0001737112-21-000006.txt : 20211027 0001737112-21-000006.hdr.sgml : 20211027 20211027115519 ACCESSION NUMBER: 0001737112-21-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211027 DATE AS OF CHANGE: 20211027 EFFECTIVENESS DATE: 20211027 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: 211351661 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 09-30-2021 09-30-2021 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 10-27-2021 0 63 769773 false INFORMATION TABLE 2 Lutz13f3q2021.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 633 2319 SH SOLE 0 0 2319 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 229 7921 SH SOLE 0 0 7921 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 12966 225496 SH SOLE 0 0 225496 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 6248 140716 SH SOLE 0 0 140716 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 1000 30554 SH SOLE 0 0 30554 ISHARES INC CORE MSCI EMKT 46434G103 6426 104046 SH SOLE 0 0 104046 ISHARES TR CORE S&P MCP ETF 464287507 59155 224862 SH SOLE 0 0 224862 ISHARES TR S&P MC 400VL ETF 464287705 13800 133924 SH SOLE 0 0 133924 ISHARES TR CORE S&P SCP ETF 464287804 16439 150554 SH SOLE 0 0 150554 ISHARES TR SP SMCP600VL ETF 464287879 4822 47902 SH SOLE 0 0 47902 ISHARES TR S&P 500 VAL ETF 464287408 20204 138936 SH SOLE 0 0 138936 ISHARES TR CORE S&P500 ETF 464287200 11905 27633 SH SOLE 0 0 27633 ISHARES TR RUS 1000 VAL ETF 464287598 599 3825 SH SOLE 0 0 3825 ISHARES TR RUS 2000 VAL ETF 464287630 728 4542 SH SOLE 0 0 4542 ISHARES TR RUSSELL 3000 ETF 464287689 4035 15832 SH SOLE 0 0 15832 ISHARES TR CORE S&P US VLU 464287663 10219 144173 SH SOLE 0 0 144173 ISHARES TR RUS MID CAP ETF 464287499 331 4233 SH SOLE 0 0 4233 ISHARES TR IBOXX INV CP ETF 464287242 372 2796 SH SOLE 0 0 2796 ISHARES TR CORE US AGGBD ET 464287226 5563 48450 SH SOLE 0 0 48450 ISHARES TR TIPS BD ETF 464287176 3709 29046 SH SOLE 0 0 29046 ISHARES TR MORNINGSTR US EQ 464287127 202 3324 SH SOLE 0 0 3324 ISHARES TR ISHS 1-5YR INVS 464288646 21451 392595 SH SOLE 0 0 392595 ISHARES TR NATIONAL MUN ETF 464288414 10955 94303 SH SOLE 0 0 94303 ISHARES TR ISHS 5-10YR INVT 464288638 1459 24291 SH SOLE 0 0 24291 ISHARES TR SHRT NAT MUN ETF 464288158 22649 210553 SH SOLE 0 0 210553 ISHARES TR MSCI USA QLT FCT 46432F339 3350 25431 SH SOLE 0 0 25431 ISHARES TR IBONDS DEC21 ETF 46434VBK5 4654 188189 SH SOLE 0 0 188189 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 2799 26903 SH SOLE 0 0 26903 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 8091 80826 SH SOLE 0 0 80826 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 555 3750 SH SOLE 0 0 3750 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 655 12797 SH SOLE 0 0 12797 SCHWAB STRATEGIC TR US TIPS ETF 808524870 47660 761581 SH SOLE 0 0 761581 SCHWAB STRATEGIC TR US REIT ETF 808524847 1739 38065 SH SOLE 0 0 38065 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 13516 176317 SH SOLE 0 0 176317 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1050 19359 SH SOLE 0 0 19359 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1419 43221 SH SOLE 0 0 43221 SPDR INDEX SHS FDS MSCI EMRG MKTS 78463X426 346 5108 SH SOLE 0 0 5108 SPDR S&P 500 ETF TR TR UNIT 78462F103 37185 86650 SH SOLE 0 0 86650 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 9765 20307 SH SOLE 0 0 20307 SPDR SER TR S&P 600 SMCP VAL 78464A300 13621 166188 SH SOLE 0 0 166188 SPDR SER TR PRTFLO S&P500 VL 78464A508 72239 1852288 SH SOLE 0 0 1852288 SPDR SER TR S&P 400 MDCP VAL 78464A839 29690 448280 SH SOLE 0 0 448280 SPDR SER TR PORTFOLIO AGRGTE 78464A649 1603 53707 SH SOLE 0 0 53707 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 11779 74024 SH SOLE 0 0 74024 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 14207 101018 SH SOLE 0 0 101018 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 18546 226334 SH SOLE 0 0 226334 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 63122 738700 SH SOLE 0 0 738700 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 3123 54823 SH SOLE 0 0 54823 VANGUARD INDEX FDS TOTAL STK MKT 922908769 969 4365 SH SOLE 0 0 4365 VANGUARD INDEX FDS VALUE ETF 922908744 425 3136 SH SOLE 0 0 3136 VANGUARD INDEX FDS MID CAP ETF 922908629 816 3447 SH SOLE 0 0 3447 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6631 39178 SH SOLE 0 0 39178 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 15348 150798 SH SOLE 0 0 150798 VANGUARD INDEX FDS LARGE CAP ETF 922908637 214 1064 SH SOLE 0 0 1064 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9054 64850 SH SOLE 0 0 64850 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 73503 186365 SH SOLE 0 0 186365 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4421 88400 SH SOLE 0 0 88400 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 565 5551 SH SOLE 0 0 5551 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 9856 187440 SH SOLE 0 0 187440 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1770 18743 SH SOLE 0 0 18743 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 32866 398812 SH SOLE 0 0 398812 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 15836 257866 SH SOLE 0 0 257866 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 686 13584 SH SOLE 0 0 13584