0001737112-22-000006.txt : 20220720 0001737112-22-000006.hdr.sgml : 20220720 20220720145940 ACCESSION NUMBER: 0001737112-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220720 DATE AS OF CHANGE: 20220720 EFFECTIVENESS DATE: 20220720 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: 221094027 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 06-30-2022 06-30-2022 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 07-20-2022 0 67 754011 false INFORMATION TABLE 2 lutz13f2q2022.xml BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1356 4967 SH SOLE 0 0 4967 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 10855 226147 SH SOLE 0 0 226147 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 5232 165579 SH SOLE 0 0 165579 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 856 29636 SH SOLE 0 0 29636 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 6188 153854 SH SOLE 0 0 153854 ISHARES INC CORE MSCI EMKT 46434G103 6700 136577 SH SOLE 0 0 136577 ISHARES TR RUS 1000 VAL ETF 464287598 555 3825 SH SOLE 0 0 3825 ISHARES TR RUSSELL 3000 ETF 464287689 3316 15253 SH SOLE 0 0 15253 ISHARES TR 1 3 YR TREAS BD 464287457 512 6181 SH SOLE 0 0 6181 ISHARES TR CORE S&P SCP ETF 464287804 14446 156325 SH SOLE 0 0 156325 ISHARES TR CORE S&P US VLU 464287663 12781 191097 SH SOLE 0 0 191097 ISHARES TR MSCI USA QLT FCT 46432F339 4462 39939 SH SOLE 0 0 39939 ISHARES TR TIPS BD ETF 464287176 13078 114808 SH SOLE 0 0 114808 ISHARES TR SHRT NAT MUN ETF 464288158 38541 368218 SH SOLE 0 0 368218 ISHARES TR NATIONAL MUN ETF 464288414 5360 50399 SH SOLE 0 0 50399 ISHARES TR RUS 2000 VAL ETF 464287630 618 4542 SH SOLE 0 0 4542 ISHARES TR SP SMCP600VL ETF 464287879 4255 47789 SH SOLE 0 0 47789 ISHARES TR CORE US AGGBD ET 464287226 30052 295556 SH SOLE 0 0 295556 ISHARES TR IBOXX INV CP ETF 464287242 252 2289 SH SOLE 0 0 2289 ISHARES TR RUSSELL 2000 ETF 464287655 682 4028 SH SOLE 0 0 4028 ISHARES TR S&P 500 VAL ETF 464287408 18406 133898 SH SOLE 0 0 133898 ISHARES TR RUS MID CAP ETF 464287499 277 4278 SH SOLE 0 0 4278 ISHARES TR CORE S&P MCP ETF 464287507 54786 242170 SH SOLE 0 0 242170 ISHARES TR CORE 1 5 YR USD 46432F859 6217 131154 SH SOLE 0 0 131154 ISHARES TR S&P MC 400VL ETF 464287705 12612 133590 SH SOLE 0 0 133590 ISHARES TR MSCI EAFE ETF 464287465 269 4306 SH SOLE 0 0 4306 ISHARES TR ISHS 1-5YR INVS 464288646 27121 536509 SH SOLE 0 0 536509 ISHARES TR CORE S&P500 ETF 464287200 10497 27684 SH SOLE 0 0 27684 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 791 16083 SH SOLE 0 0 16083 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 11190 178376 SH SOLE 0 0 178376 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 9071 203120 SH SOLE 0 0 203120 SCHWAB STRATEGIC TR US TIPS ETF 808524870 36741 658438 SH SOLE 0 0 658438 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1112 39292 SH SOLE 0 0 39292 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 392 8181 SH SOLE 0 0 8181 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 6453 165508 SH SOLE 0 0 165508 SCHWAB STRATEGIC TR US REIT ETF 808524847 824 39054 SH SOLE 0 0 39054 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 423 7291 SH SOLE 0 0 7291 SPDR INDEX SHS FDS MSCI EMRG MKTS 78463X426 292 5173 SH SOLE 0 0 5173 SPDR S&P 500 ETF TR TR UNIT 78462F103 30648 81241 SH SOLE 0 0 81241 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 8304 20084 SH SOLE 0 0 20084 SPDR SER TR PORTFOLIO AGRGTE 78464A649 589 22369 SH SOLE 0 0 22369 SPDR SER TR PRTFLO S&P500 VL 78464A508 73204 1988164 SH SOLE 0 0 1988164 SPDR SER TR S&P 600 SMCP VAL 78464A300 13163 181791 SH SOLE 0 0 181791 SPDR SER TR S&P 400 MDCP VAL 78464A839 29655 490173 SH SOLE 0 0 490173 VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 921932703 12978 97681 SH SOLE 0 0 97681 VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 921932844 10661 73768 SH SOLE 0 0 73768 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 36146 480287 SH SOLE 0 0 480287 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 10373 135085 SH SOLE 0 0 135085 VANGUARD INDEX FDS MID CAP ETF 922908629 830 4216 SH SOLE 0 0 4216 VANGUARD INDEX FDS SMALL CP ETF 922908751 964 5472 SH SOLE 0 0 5472 VANGUARD INDEX FDS VALUE ETF 922908744 414 3142 SH SOLE 0 0 3142 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 7872 86404 SH SOLE 0 0 86404 VANGUARD INDEX FDS TOTAL STK MKT 922908769 919 4874 SH SOLE 0 0 4874 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 9303 71824 SH SOLE 0 0 71824 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 71842 207108 SH SOLE 0 0 207108 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4520 30167 SH SOLE 0 0 30167 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 4506 108186 SH SOLE 0 0 108186 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 1312 26267 SH SOLE 0 0 26267 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 462 5413 SH SOLE 0 0 5413 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 12037 240158 SH SOLE 0 0 240158 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 6785 135924 SH SOLE 0 0 135924 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 15545 264106 SH SOLE 0 0 264106 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1100 13745 SH SOLE 0 0 13745 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 31287 410270 SH SOLE 0 0 410270 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 558 3890 SH SOLE 0 0 3890 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 224 5479 SH SOLE 0 0 5479 WISDOMTREE TR US LARGECAP DIVD 97717W307 239 4046 SH SOLE 0 0 4046