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
Chief Compliance Officer
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