- Added Positions: BND, VCIT, VEA, IVV, VTIP, VNQ, IJH, IJR, IJS, VO,
- Reduced Positions: BRK.B, AGG, IVE, SPY, IJJ, CIU, SCHO, DNP, SCHP, TIP,
- Sold Out: UNP, AMZN, JNJ, TTS, BRK.A, HWBK,
For the details of Lutz Financial Services LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Lutz+Financial+Services+LLC
These are the top 5 holdings of Lutz Financial Services LLC- iShares Core S&P Mid-Cap (IJH) - 182,877 shares, 12.37% of the total portfolio. Shares added by 2.13%
- Vanguard Short-Term Bond (BSV) - 398,820 shares, 11.28% of the total portfolio. Shares added by 0.27%
- Vanguard Total Bond Market (BND) - 371,637 shares, 10.71% of the total portfolio. Shares added by 10.16%
- Vanguard S&P 500 (VOO) - 102,099 shares, 8.91% of the total portfolio. Shares reduced by 0.48%
- SPDR S&P 500 (SPY) - 92,027 shares, 8.73% of the total portfolio. Shares reduced by 1.32%
Lutz Financial Services LLC added to a holding in Vanguard Intermediate-Term Corporate Bond ETF by 34.23%. The purchase prices were between $84.13 and $87.24, with an estimated average price of $85.46. The stock is now traded at around $84.51. The impact to a portfolio due to this purchase was 0.84%. The holding were 107,767 shares as of 2018-03-31.
Added: iShares Core S&P 500 (IVV)Lutz Financial Services LLC added to a holding in iShares Core S&P 500 by 108.58%. The purchase prices were between $259.62 and $288.66, with an estimated average price of $274.94. The stock is now traded at around $272.07. The impact to a portfolio due to this purchase was 0.51%. The holding were 10,285 shares as of 2018-03-31.
Sold Out: Union Pacific Corp (UNP)Lutz Financial Services LLC sold out a holding in Union Pacific Corp. The sale prices were between $124.14 and $141.97, with an estimated average price of $134.56.
Sold Out: Amazon.com Inc (AMZN)Lutz Financial Services LLC sold out a holding in Amazon.com Inc. The sale prices were between $1189.01 and $1598.39, with an estimated average price of $1430.19.
Sold Out: Johnson & Johnson (JNJ)Lutz Financial Services LLC sold out a holding in Johnson & Johnson. The sale prices were between $125.1 and $148.14, with an estimated average price of $135.16.
Sold Out: Tile Shop Holdings Inc (TTS)Lutz Financial Services LLC sold out a holding in Tile Shop Holdings Inc. The sale prices were between $5.2 and $10.35, with an estimated average price of $7.75.
Sold Out: Berkshire Hathaway Inc (BRK.A)Lutz Financial Services LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $288000 and $325915, with an estimated average price of $308211.
Sold Out: Hawthorn Bancshares Inc (HWBK)Lutz Financial Services LLC sold out a holding in Hawthorn Bancshares Inc. The sale prices were between $20.08 and $21.14, with an estimated average price of $20.64.
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