Lutz Financial Services LLC Buys iShares Core S&P Mid-Cap, SPDR S&P 600 Small Cap Value ETF (based on S&P Sma, Vanguard Short-Term Corporate Bond ETF, Sells Schwab Fundamental International Large Company Ind, Vanguard Short-Term Bond, Vanguard Mid-Cap Val

• New Purchases: VGSH, SUB,
• Added Positions: IJH, SPYV, SLYV, SCHP, VCSH, IJR, IGSB, VOO, VNQ, SCHH, SPAB, SCHO,
• Reduced Positions: FNDF, BSV, VOE, VTIP, SCHM, VBR, VCIT, SCHA, MUB, IUSV, IEMG, VO, VEA, SPY, VWO, IWV, IJS, VTV, VT, VOOV, IVV, IVE, AGG, SCHX, TIP, VTI, LQD, IGIB, BNDX, SHY, SCHG, IWR, SCHZ,
• Sold Out: EFV, EFA, IXUS, QQQ, BIV,

For the details of Lutz Financial Services LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lutz+financial+services+llc/current-portfolio/portfolio

1. Vanguard Total Bond Market ETF (BND) - 684,235 shares, 13.12% of the total portfolio. Shares reduced by 0.26%
2. SPDR Series Trust Portfolio S&P 500 Value (SPYV) - 1,409,800 shares, 8.87% of the total portfolio. Shares added by 13.83%
3. Vanguard S&P 500 (VOO) - 131,628 shares, 8.10% of the total portfolio. Shares added by 4.20%
4. iShares Core S&P Mid-Cap (IJH) - 208,776 shares, 8.06% of the total portfolio. Shares added by 22.61%
5. SPDR S&P 500 (SPY) - 101,441 shares, 6.79% of the total portfolio. Shares reduced by 2.83%

Lutz Financial Services LLC initiated holding in Vanguard Short-Term Government Bond ETF. The purchase prices were between $62.08 and $62.34, with an estimated average price of $62.22. The stock is now traded at around $62.18. The impact to a portfolio due to this purchase was 0.59%. The holding were 43,698 shares as of .

Lutz Financial Services LLC initiated holding in iShares Short-Term National Muni Bond. The purchase prices were between $105.27 and $107.99, with an estimated average price of $107.07. The stock is now traded at around $108.20. The impact to a portfolio due to this purchase was 0.41%. The holding were 17,592 shares as of .

Lutz Financial Services LLC added to a holding in iShares Core S&P Mid-Cap by 22.61%. The purchase prices were between $132.69 and $193.7, with an estimated average price of $165.21. The stock is now traded at around $185.60. The impact to a portfolio due to this purchase was 1.49%. The holding were 208,776 shares as of .

Lutz Financial Services LLC added to a holding in SPDR S&P 600 Small Cap Value ETF (based on S&P Sma by 161.04%. The purchase prices were between $37.01 and $56.66, with an estimated average price of $45.71. The stock is now traded at around $50.61. The impact to a portfolio due to this purchase was 1%. The holding were 152,110 shares as of .

Lutz Financial Services LLC added to a holding in Vanguard Short-Term Corporate Bond ETF by 98.45%. The purchase prices were between $78.35 and $82.66, with an estimated average price of $81.32. The stock is now traded at around $82.90. The impact to a portfolio due to this purchase was 0.84%. The holding were 94,016 shares as of .

Lutz Financial Services LLC added to a holding in iShares Core S&P Small-Cap by 27.89%. The purchase prices were between $50.81 and $75.28, with an estimated average price of $62.85. The stock is now traded at around $70.78. The impact to a portfolio due to this purchase was 0.48%. The holding were 149,355 shares as of .

Lutz Financial Services LLC sold out a holding in iShares MSCI EAFE Value. The sale prices were between $33.53 and $43.13, with an estimated average price of $37.73.

Lutz Financial Services LLC sold out a holding in iShares MSCI EAFE. The sale prices were between $50.19 and $63.75, with an estimated average price of $57.11.

Lutz Financial Services LLC sold out a holding in PowerShares QQQ Trust Ser 1. The sale prices were between $182.31 and $248.84, with an estimated average price of $223.35.

Lutz Financial Services LLC sold out a holding in iShares Core MSCI Total International Stock ETF. The sale prices were between $44.8 and $57.28, with an estimated average price of $51.32.

Lutz Financial Services LLC sold out a holding in Vanguard Intermediate-Term Bond. The sale prices were between $88.46 and $93.02, with an estimated average price of $91.14.