Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LUTZ FINANCIAL SERVICES LLC 08-07-2023 06-30-2023 81 929,747,836
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS S&P 500 ETF SHS 1 $98,959,599 242,977 0.01 9.95 21,128 9.52 06-30-2023
SPDR SER TR PRTFLO S&P500 VL 2 $90,158,497 2,087,002 0.01 9.45 82,274 4.10 06-30-2023
ISHARES TR CORE S&P MCP ETF 3 $70,855,710 270,979 0.01 7.48 21,336 8.55 06-30-2023
VANGUARD BD INDEX FDS TOTAL BND MRKT 4 $67,416,748 927,456 0.01 6.08 303,881 48.73 06-30-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6