69. Lutz Financial

Rank: 69
Location: Omaha, NE
Total Assets: $1,818,535,168
ETF Assets: $804,953,088
Website: www.lutz.us

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 66
Total Value of All ETF Holdings: $804,953,088
Number of Issuers: 8
Number of Sectors: 17
  • Top 5 ETF Holdings
    1. VOO: $78,506,593
    2. SPYV: $78,485,820
    3. IJH: $62,090,191
    4. BND: $53,130,750
    5. VTEB: $36,793,687
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Large Cap Value Equities
    3. Mid Cap Growth Equities
    4. Total Bond Market
    5. National Munis
  • Top 5 ETF Issuers
    1. Vanguard
    2. State Street SPDR
    3. iShares
    4. Schwab
    5. Dimensional

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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https://www.lutz.us 2023 Top 100 ETF Power Users