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Lutz Financial Services Q3/Q4 2022 13F report: Insights into stock and mutual fund holdings.

Ava Hoppe | 21 April, 2023

Investing in stocks and mutual funds can be complex, but it is important to understand what is happening during each quarter to make informed decisions. The SEC requires institutional investment managers managing over $100 million in securities to file a Form 13F report with the Commission. This quarterly report provides valuable insights into the buying and selling activity of institutional investors.

In this article, we will look at the Q3 2022 vs. Q4 2022 13F holdings comparison for Lutz Financial Services LLC. The company holds a portfolio of various stocks and mutual funds. The portfolio is diverse, meaning the company has investments in different industries and sectors to minimize risk.

The report shows that Lutz Financial Services LLC increased its holdings in VOO, the Vanguard Index Fund, by 7.8%. The company added 1,600 shares, bringing their total to 223,449 shares. This move indicates that the company has a positive outlook on the stock and believes that it will perform well in the future.

The company also increased its holdings in SPYV, a SPDR Series Trust, by 13.5%. The company added 13,421 shares, bringing their total to 2,018,149 shares. This increase in holdings indicates that the company has positive expectations for the stock.

Another interesting change in holdings is the increase in VTEB, which is a Vanguard Municipal Bond Fund. The company increased its holdings in VTEB by 589.8%, from 110,807 shares to 743,457 shares. This massive increase in holdings signals that the company is bullish on the municipal bond market.

One of the largest increases in holdings was seen in the BND, or Vanguard Bond Index Fund. Lutz Financial Services LLC increased their holdings in this fund by 19.4%, or 115,996 shares, bringing their total to 739,571 shares. This significant increase in holdings could be due to the recent volatility in the stock market and the company’s desire to invest in a more stable asset.

On the other hand, the company decreased its holdings in SUB, a Blackrock Municipal Bond Fund, by 54.9%. The company sold 221,393 shares, bringing their total to 176,504 shares. This decrease indicates that the company does not have a bullish outlook on the stock.

The company also reduced its holdings in VTIP, a Vanguard Short-Term Inflation-Protected Securities Fund, by 39.6%. The company sold 70,070 shares, bringing their total to 115,401 shares. This decrease may reflect the company's belief that the stock is not likely to perform well in the near future.

Overall, Lutz Financial Services LLC’s changes in holdings reflect the company’s strategy to invest in stocks, and mutual funds that are more likely to provide a steady return on investment. The company increased its holdings in several funds, indicating confidence in their future performance, while also trimming its exposure to some funds that may not perform as well.

It is important to note that Lutz Financial Services LLC’s 13F filing reflects the company's position as of December 31, 2022. It is also worth noting that the positions reported may not reflect the company's current positions, as market conditions are constantly changing, and institutional investors regularly buy and sell securities.

To conclude, institutional investors such as Lutz Financial Services LLC are constantly evaluating their portfolios and making adjustments based on their analysis of economic conditions and future outlook. The 13F filings provide a window into the company's investment strategy and can be used by individual investors to track the changes in an institutional investor's portfolio.

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