- New Purchases: BNDX, IVOO, SLCA,
- Added Positions: AGG, BSV, VCIT, IJH, IJR, IVV, VNQ, VEA, IJS, SCHP,
- Reduced Positions: BND, SPY, CSJ, VCSH, IJJ, LQD, SHY, TIP, EFA, DNP,
- Sold Out: IGIB, BRK.B,
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) - 187,243 shares, 12.73% of the total portfolio. Shares added by 2.39%
- Vanguard Short-Term Bond (BSV) - 415,924 shares, 11.35% of the total portfolio. Shares added by 4.29%
- Vanguard Total Bond Market ETF (BND) - 353,308 shares, 9.76% of the total portfolio. Shares reduced by 4.93%
- Vanguard S&P 500 (VOO) - 101,863 shares, 8.87% of the total portfolio. Shares reduced by 0.23%
- SPDR S&P 500 (SPY) - 89,587 shares, 8.48% of the total portfolio. Shares reduced by 2.65%
Lutz Financial Services LLC initiated holding in Vanguard Total International Bond ETF. The purchase prices were between $54.1 and $54.76, with an estimated average price of $54.51. The stock is now traded at around $54.72. The impact to a portfolio due to this purchase was 0.37%. The holding were 19,546 shares as of 2018-06-30.
New Purchase: Vanguard S&P Mid-Cap 400 (IVOO)Lutz Financial Services LLC initiated holding in Vanguard S&P Mid-Cap 400. The purchase prices were between $123.62 and $135.38, with an estimated average price of $130.34. The stock is now traded at around $133.88. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,623 shares as of 2018-06-30.
New Purchase: US Silica Holdings Inc (SLCA)Lutz Financial Services LLC initiated holding in US Silica Holdings Inc. The purchase prices were between $24.14 and $33.65, with an estimated average price of $29.27. The stock is now traded at around $22.44. The impact to a portfolio due to this purchase was 0.09%. The holding were 10,000 shares as of 2018-06-30.
Added: iShares Core U.S. Aggregate Bond (AGG)Lutz Financial Services LLC added to a holding in iShares Core U.S. Aggregate Bond by 206.90%. The purchase prices were between $105.03 and $107.01, with an estimated average price of $106.04. The stock is now traded at around $106.34. The impact to a portfolio due to this purchase was 0.49%. The holding were 19,341 shares as of 2018-06-30.
Added: iShares Core S&P Small-Cap (IJR)Lutz Financial Services LLC added to a holding in iShares Core S&P Small-Cap by 20.20%. The purchase prices were between $75.25 and $86.64, with an estimated average price of $81.5. The stock is now traded at around $86.93. The impact to a portfolio due to this purchase was 0.3%. The holding were 61,687 shares as of 2018-06-30.
Added: iShares Core S&P 500 (IVV)Lutz Financial Services LLC added to a holding in iShares Core S&P 500 by 24.83%. The purchase prices were between $259.21 and $280.89, with an estimated average price of $272.07. The stock is now traded at around $283.65. The impact to a portfolio due to this purchase was 0.24%. The holding were 12,839 shares as of 2018-06-30.
Sold Out: iShares Intermediate-Term Corporate Bond ETF (IGIB)Lutz Financial Services LLC sold out a holding in iShares Intermediate-Term Corporate Bond ETF. The sale prices were between $105.74 and $107.04, with an estimated average price of $106.33.
Sold Out: Berkshire Hathaway Inc (BRK.B)Lutz Financial Services LLC sold out a holding in Berkshire Hathaway Inc. The sale prices were between $184.91 and $201.2, with an estimated average price of $194.98.
Reduced: iShares Trust (CSJ)Lutz Financial Services LLC reduced to a holding in iShares Trust by 21.92%. The sale prices were between $103.5 and $104.11, with an estimated average price of $103.67. The stock is now traded at around $103.71. The impact to a portfolio due to this sale was -0.15%. Lutz Financial Services LLC still held 13,882 shares as of 2018-06-30.
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