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Lutz Financial Services LLC

Q1 2022 Holdings

Filed 2022-04-25 | 60 holdings | $811.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(IGSB)ISHS 1-5YR INVS464288646$24.0K464,0723.0%
Spdr SER TR(MDYV)S&P 400 MDCP VAL78464A839$33.4K474,3054.1%
Ishares TR(SUB)SHRT NAT MUN ETF464288158$33.6K320,9774.1%
Vanguard Scottsdale FDS(VCSH)SHRT TRM CORP BD92206C409$35.2K450,5324.3%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$37.2K82,4754.6%
Schwab Strategic TR(SCHP)US TIPS ETF808524870$50.1K824,6696.2%
Vanguard BD Index FDS(BND)TOTAL BND MRKT921937835$61.3K770,1927.6%
Ishares TR(IJH)CORE S&P MCP ETF464287507$63.9K238,0997.9%
Spdr SER TR(SPYV)PRTFLO S&P500 VL78464A508$83.5K2,001,06810.3%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$84.3K203,07110.4%
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