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 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