0001737112-22-000001.txt : 20220119 0001737112-22-000001.hdr.sgml : 20220119 20220119162336 ACCESSION NUMBER: 0001737112-22-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220119 DATE AS OF CHANGE: 20220119 EFFECTIVENESS DATE: 20220119 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: 22539062 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 12-31-2021 12-31-2021 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 01-19-2022 0 64 814228 false INFORMATION TABLE 2 lutz13f4q2021.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 693 2319 SH SOLE 0 0 2319 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 989 30145 SH SOLE 0 0 30145 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 12948 215828 SH SOLE 0 0 215828 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 6647 139875 SH SOLE 0 0 139875 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 243 8206 SH SOLE 0 0 8206 ISHARES INC CORE MSCI EMKT 46434G103 5650 94385 SH SOLE 0 0 94385 ISHARES TR NATIONAL MUN ETF 464288414 11418 98194 SH SOLE 0 0 98194 ISHARES TR SHRT NAT MUN ETF 464288158 25347 236067 SH SOLE 0 0 236067 ISHARES TR TIPS BD ETF 464287176 3747 29001 SH SOLE 0 0 29001 ISHARES TR MSCI USA QLT FCT 46432F339 4854 33346 SH SOLE 0 0 33346 ISHARES TR RUS 2000 VAL ETF 464287630 754 4542 SH SOLE 0 0 4542 ISHARES TR CORE S&P SCP ETF 464287804 17316 151215 SH SOLE 0 0 151215 ISHARES TR SP SMCP600VL ETF 464287879 5018 48028 SH SOLE 0 0 48028 ISHARES TR RUSSELL 3000 ETF 464287689 4393 15832 SH SOLE 0 0 15832 ISHARES TR CORE S&P US VLU 464287663 11078 145115 SH SOLE 0 0 145115 ISHARES TR RUS 1000 VAL ETF 464287598 642 3825 SH SOLE 0 0 3825 ISHARES TR IBOXX INV CP ETF 464287242 372 2807 SH SOLE 0 0 2807 ISHARES TR ISHS 5-10YR INVT 464288638 1441 24313 SH SOLE 0 0 24313 ISHARES TR CORE US AGGBD ET 464287226 5801 50851 SH SOLE 0 0 50851 ISHARES TR RUS MID CAP ETF 464287499 353 4256 SH SOLE 0 0 4256 ISHARES TR CORE S&P MCP ETF 464287507 64052 226268 SH SOLE 0 0 226268 ISHARES TR S&P 500 VAL ETF 464287408 21272 135810 SH SOLE 0 0 135810 ISHARES TR S&P MC 400VL ETF 464287705 14773 133473 SH SOLE 0 0 133473 ISHARES TR ISHS 1-5YR INVS 464288646 21349 396229 SH SOLE 0 0 396229 ISHARES TR CORE S&P500 ETF 464287200 13121 27508 SH SOLE 0 0 27508 ISHARES TR MORNINGSTR US EQ 464287127 222 3336 SH SOLE 0 0 3336 SCHWAB STRATEGIC TR US REIT ETF 808524847 1751 33227 SH SOLE 0 0 33227 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 7550 73731 SH SOLE 0 0 73731 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 1029 19087 SH SOLE 0 0 19087 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1281 39394 SH SOLE 0 0 39394 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 614 3751 SH SOLE 0 0 3751 SCHWAB STRATEGIC TR US TIPS ETF 808524870 50100 796633 SH SOLE 0 0 796633 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 3061 26896 SH SOLE 0 0 26896 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 645 12685 SH SOLE 0 0 12685 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 12555 156100 SH SOLE 0 0 156100 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 202 2759 SH SOLE 0 0 2759 SPDR INDEX SHS FDS MSCI EMRG MKTS 78463X426 350 5183 SH SOLE 0 0 5183 SPDR S&P 500 ETF TR TR UNIT 78462F103 40306 84861 SH SOLE 0 0 84861 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 10476 20237 SH SOLE 0 0 20237 SPDR SER TR S&P 600 SMCP VAL 78464A300 14022 165509 SH SOLE 0 0 165509 SPDR SER TR S&P 400 MDCP VAL 78464A839 31428 442024 SH SOLE 0 0 442024 SPDR SER TR PORTFOLIO AGRGTE 78464A649 1554 52476 SH SOLE 0 0 52476 SPDR SER TR PRTFLO S&P500 VL 78464A508 80045 1905823 SH SOLE 0 0 1905823 UNION PAC CORP COM 907818108 202 802 SH SOLE 0 0 802 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 15155 100095 SH SOLE 0 0 100095 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 12489 74056 SH SOLE 0 0 74056 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 18654 230785 SH SOLE 0 0 230785 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 64212 757666 SH SOLE 0 0 757666 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 3061 55496 SH SOLE 0 0 55496 VANGUARD INDEX FDS LARGE CAP ETF 922908637 235 1064 SH SOLE 0 0 1064 VANGUARD INDEX FDS VALUE ETF 922908744 462 3138 SH SOLE 0 0 3138 VANGUARD INDEX FDS MID CAP ETF 922908629 748 2936 SH SOLE 0 0 2936 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 15601 134476 SH SOLE 0 0 134476 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1054 4365 SH SOLE 0 0 4365 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9550 63526 SH SOLE 0 0 63526 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 83816 191987 SH SOLE 0 0 191987 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5828 32587 SH SOLE 0 0 32587 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 572 5321 SH SOLE 0 0 5321 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 3888 78606 SH SOLE 0 0 78606 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 10991 213826 SH SOLE 0 0 213826 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 37443 460785 SH SOLE 0 0 460785 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 16387 269387 SH SOLE 0 0 269387 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1738 18739 SH SOLE 0 0 18739 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 680 13326 SH SOLE 0 0 13326