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Lutz Financial Services LLC

Q1 2019 Holdings

Filed 2019-05-06 | 61 holdings | $490.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Vanguard Index FDS(VNQ)REAL ESTATE ETF922908553$16.7K191,7123.4%
Vanguard Admiral FDS Inc(VOOV)500 VAL IDX FD921932703$18.5K170,0983.8%
Ishares TR(IVE)S&P 500 VAL ETF464287408$20.4K181,1564.2%
Vanguard Admiral FDS Inc(IVOV)MIDCP 400 VAL921932844$21.0K174,7494.3%
Vanguard Malvern FDS(VTIP)STRM INFPROIDX922020805$25.6K526,0015.2%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$29.9K115,0546.1%
Spdr Series Trust(SPYV)PRTFLO S&P500 VL78464A508$34.1K1,125,1196.9%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$36.0K127,3617.3%
Vanguard BD Index FD Inc(BND)TOTAL BND MRKT921937835$38.3K472,3887.8%
Ishares TR(IJH)CORE S&P MCP ETF464287507$42.7K225,3388.7%
Vanguard BD Index FD Inc(BSV)SHORT TRM BOND921937827$44.8K562,2559.1%
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