Lutz, FLCIK 17999574 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
74 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 45.4K | $31.12M | 13.6% | +45.4K | New |
| 2 | Spdr Series Trust | 237.3K | $25.31M | 11.1% | +210.4K | Added |
| 3 | Vanguard Tax-Managed Fds | 374.3K | $23.38M | 10.2% | +114.3K | Added |
| 4 | Ishares Tr |
| 586.4K |
| $12.94M |
| 5.7% |
| +586.4K |
| New |
| 5 | Ishares Tr | 486.4K | $12.83M | 5.6% | +486.4K | New |
| 6 | Ishares Tr | 599.8K | $12.69M | 5.5% | +599.8K | New |
| 7 | Ishares Tr | 496.5K | $12.68M | 5.5% | +496.5K | New |
| 8 | Ishares Tr | 463.1K | $12.11M | 5.3% | +463.1K | New |
| 9 | Vanguard Whitehall Fds | 67.4K | $9.67M | 4.2% | +40.9K | Added |
| 10 | Ishares Tr | 319.6K | $8.14M | 3.6% | +319.6K | New |
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