0001737112-22-000004.txt : 20220425
0001737112-22-000004.hdr.sgml : 20220425
20220425122742
ACCESSION NUMBER: 0001737112-22-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220425
DATE AS OF CHANGE: 20220425
EFFECTIVENESS DATE: 20220425
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: 22848593
BUSINESS ADDRESS:
STREET 1: 13616 CALIFORNIA ST
STREET 2: SUITE 200
CITY: OMAHA
STATE: NE
ZIP: 68154
BUSINESS PHONE: 402-827-2300
MAIL ADDRESS:
STREET 1: 13616 CALIFORNIA ST
STREET 2: SUITE 200
CITY: OMAHA
STATE: NE
ZIP: 68154
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001737112
XXXXXXXX
03-31-2022
03-31-2022
Lutz Financial Services LLC
13616 CALIFORNIA ST
SUITE 200
OMAHA
NE
68154
13F HOLDINGS REPORT
028-18716
N
James P. Boulay
Chief Compliance Officer
402-827-2300
James P. Boulay
Omaha
NE
04-25-2022
0
60
811051
false
INFORMATION TABLE
2
lutz13f1q2022.xml
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
704
1996
SH
SOLE
0
0
1996
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
12820
228682
SH
SOLE
0
0
228682
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
7101
152458
SH
SOLE
0
0
152458
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
1022
30540
SH
SOLE
0
0
30540
ISHARES INC
CORE MSCI EMKT
46434G103
5248
94470
SH
SOLE
0
0
94470
ISHARES TR
MSCI USA QLT FCT
46432F339
5367
39865
SH
SOLE
0
0
39865
ISHARES TR
RUS MID CAP ETF
464287499
333
4266
SH
SOLE
0
0
4266
ISHARES TR
IBOXX INV CP ETF
464287242
340
2812
SH
SOLE
0
0
2812
ISHARES TR
CORE US AGGBD ET
464287226
6405
59805
SH
SOLE
0
0
59805
ISHARES TR
TIPS BD ETF
464287176
3799
30498
SH
SOLE
0
0
30498
ISHARES TR
MORNINGSTR US EQ
464287127
210
3346
SH
SOLE
0
0
3346
ISHARES TR
CORE S&P MCP ETF
464287507
63891
238099
SH
SOLE
0
0
238099
ISHARES TR
S&P MC 400VL ETF
464287705
14639
133518
SH
SOLE
0
0
133518
ISHARES TR
CORE S&P SCP ETF
464287804
17719
164247
SH
SOLE
0
0
164247
ISHARES TR
SP SMCP600VL ETF
464287879
4908
47935
SH
SOLE
0
0
47935
ISHARES TR
S&P 500 VAL ETF
464287408
20975
134698
SH
SOLE
0
0
134698
ISHARES TR
CORE S&P500 ETF
464287200
12812
28241
SH
SOLE
0
0
28241
ISHARES TR
RUS 1000 VAL ETF
464287598
635
3825
SH
SOLE
0
0
3825
ISHARES TR
RUS 2000 VAL ETF
464287630
733
4542
SH
SOLE
0
0
4542
ISHARES TR
RUSSELL 3000 ETF
464287689
4002
15253
SH
SOLE
0
0
15253
ISHARES TR
CORE S&P US VLU
464287663
10995
144915
SH
SOLE
0
0
144915
ISHARES TR
ISHS 1-5YR INVS
464288646
24002
464072
SH
SOLE
0
0
464072
ISHARES TR
NATIONAL MUN ETF
464288414
11203
102184
SH
SOLE
0
0
102184
ISHARES TR
ISHS 5-10YR INVT
464288638
1331
24261
SH
SOLE
0
0
24261
ISHARES TR
SHRT NAT MUN ETF
464288158
33574
320977
SH
SOLE
0
0
320977
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
3753
69692
SH
SOLE
0
0
69692
SCHWAB STRATEGIC TR
US REIT ETF
808524847
1648
66228
SH
SOLE
0
0
66228
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
12146
160110
SH
SOLE
0
0
160110
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
776
15351
SH
SOLE
0
0
15351
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
675
13629
SH
SOLE
0
0
13629
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
50066
824669
SH
SOLE
0
0
824669
SCHWAB STRATEGIC TR
US SML CAP ETF
808524607
5838
123272
SH
SOLE
0
0
123272
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
561
7502
SH
SOLE
0
0
7502
SCHWAB STRATEGIC TR
SCHWB FDT INT LG
808524755
1270
39394
SH
SOLE
0
0
39394
SPDR INDEX SHS FDS
MSCI EMRG MKTS
78463X426
332
5183
SH
SOLE
0
0
5183
SPDR S&P 500 ETF TR
TR UNIT
78462F103
37249
82475
SH
SOLE
0
0
82475
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
9850
20084
SH
SOLE
0
0
20084
SPDR SER TR
S&P 600 SMCP VAL
78464A300
14900
178802
SH
SOLE
0
0
178802
SPDR SER TR
PORTFOLIO AGRGTE
78464A649
1472
52962
SH
SOLE
0
0
52962
SPDR SER TR
PRTFLO S&P500 VL
78464A508
83545
2001068
SH
SOLE
0
0
2001068
SPDR SER TR
S&P 400 MDCP VAL
78464A839
33382
474305
SH
SOLE
0
0
474305
VANGUARD ADMIRAL FDS INC
500 VAL IDX FD
921932703
14981
99412
SH
SOLE
0
0
99412
VANGUARD ADMIRAL FDS INC
MIDCP 400 VAL
921932844
12360
73774
SH
SOLE
0
0
73774
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
18592
238668
SH
SOLE
0
0
238668
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
61261
770192
SH
SOLE
0
0
770192
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
222
1064
SH
SOLE
0
0
1064
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
9811
65552
SH
SOLE
0
0
65552
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1110
4874
SH
SOLE
0
0
4874
VANGUARD INDEX FDS
VALUE ETF
922908744
464
3140
SH
SOLE
0
0
3140
VANGUARD INDEX FDS
MID CAP ETF
922908629
699
2938
SH
SOLE
0
0
2938
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
4981
28310
SH
SOLE
0
0
28310
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
11559
106664
SH
SOLE
0
0
106664
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
84309
203071
SH
SOLE
0
0
203071
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
3530
76523
SH
SOLE
0
0
76523
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
663
6545
SH
SOLE
0
0
6545
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
11220
219103
SH
SOLE
0
0
219103
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
16147
272482
SH
SOLE
0
0
272482
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
35182
450532
SH
SOLE
0
0
450532
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1460
16968
SH
SOLE
0
0
16968
VANGUARD TAX-MANAGED INTL FD
FTSE DEV MKT ETF
921943858
269
5610
SH
SOLE
0
0
5610