# EDGAR Filing Document

**Accession Number:** 0001967844
**File Stem:** 0001967844-23-000001
**Filing Date:** 2023-3
**Character Count:** 9369
**Document Hash:** 0bcabdfc124897c549ec73af2d04f66d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001967844-23-000001.hdr.sgml**: 20230330

**ACCESSION NUMBER**: 0001967844-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230330

**DATE AS OF CHANGE**: 20230330

**EFFECTIVENESS DATE**: 20230330

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LUTS & GREENLEIGH GROUP, INC
- **CENTRAL INDEX KEY:** 0001967844
- **IRS NUMBER:** 455561109
- **STATE OF INCORPORATION:** MD
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23167
- **FILM NUMBER:** 23779650

**BUSINESS ADDRESS:**
- **STREET 1:** 7200 WISCONSIN AVENUE
- **STREET 2:** SUITE 300
- **CITY:** BETHESDA
- **STATE:** MD
- **ZIP:** 20814
- **BUSINESS PHONE:** 301-312-6660

**MAIL ADDRESS:**
- **STREET 1:** 7200 WISCONSIN AVENUE
- **STREET 2:** SUITE 300
- **CITY:** BETHESDA
- **STATE:** MD
- **ZIP:** 20814

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** LUTS  GREENLEIGH GROUP INC<br>**Address:** 7200 WISCONSIN AVENUE<br>SUITE 300<br>BETHESDA, MD 20814

**Form 13F File Number:** 028-23167

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** DAVID GREENLEIGH<br>**Title:** Chief Compliance Officer<br>**Phone:** 301-312-6660

**Signature, Place, and Date of Signing:**

DAVID GREENLEIGH  EAST NORRITON, MD  03-30-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 60

**Form 13F Information Table Value Total:** $78921033

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 1533102 | 13964 | SH |  | SOLE |  | 0 | 0 | 13964 |
| AMAZON COM INC | COM | 023135106 |  | 479388 | 5707 | SH |  | SOLE |  | 0 | 0 | 5707 |
| APPLE INC | COM | 037833100 |  | 2169402 | 16697 | SH |  | SOLE |  | 0 | 0 | 16697 |
| CHEVRON CORP NEW | COM | 166764100 |  | 364425 | 2030 | SH |  | SOLE |  | 0 | 0 | 2030 |
| COCA COLA CO | COM | 191216100 |  | 1403225 | 22060 | SH |  | SOLE |  | 0 | 0 | 22060 |
| HOME DEPOT INC | COM | 437076102 |  | 1494910 | 4733 | SH |  | SOLE |  | 0 | 0 | 4733 |
| HONEYWELL INTL INC | COM | 438516106 |  | 307549 | 1435 | SH |  | SOLE |  | 0 | 0 | 1435 |
| HUMANA INC | COM | 444859102 |  | 209486 | 409 | SH |  | SOLE |  | 0 | 0 | 409 |
| ILLUMINA INC | COM | 452327109 |  | 1651974 | 8170 | SH |  | SOLE |  | 0 | 0 | 8170 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 498514 | 13153 | SH |  | SOLE |  | 0 | 0 | 13153 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 1046162 | 9931 | SH |  | SOLE |  | 0 | 0 | 9931 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 |  | 1245073 | 14893 | SH |  | SOLE |  | 0 | 0 | 14893 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 1274439 | 8404 | SH |  | SOLE |  | 0 | 0 | 8404 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 1793030 | 8369 | SH |  | SOLE |  | 0 | 0 | 8369 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 1092757 | 7880 | SH |  | SOLE |  | 0 | 0 | 7880 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 |  | 1198332 | 5586 | SH |  | SOLE |  | 0 | 0 | 5586 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 612613 | 13353 | SH |  | SOLE |  | 0 | 0 | 13353 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 |  | 571692 | 6825 | SH |  | SOLE |  | 0 | 0 | 6825 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 918494 | 5200 | SH |  | SOLE |  | 0 | 0 | 5200 |
| KELLOGG CO | COM | 487836108 |  | 626912 | 8800 | SH |  | SOLE |  | 0 | 0 | 8800 |
| MCDONALDS CORP | COM | 580135101 |  | 373874 | 1419 | SH |  | SOLE |  | 0 | 0 | 1419 |
| MICROSOFT CORP | COM | 594918104 |  | 2273888 | 9482 | SH |  | SOLE |  | 0 | 0 | 9482 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 837124 | 12560 | SH |  | SOLE |  | 0 | 0 | 12560 |
| PEPSICO INC | COM | 713448108 |  | 227917 | 1262 | SH |  | SOLE |  | 0 | 0 | 1262 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 824074 | 8142 | SH |  | SOLE |  | 0 | 0 | 8142 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 345006 | 2276 | SH |  | SOLE |  | 0 | 0 | 2276 |
| QUALCOMM INC | COM | 747525103 |  | 209875 | 1909 | SH |  | SOLE |  | 0 | 0 | 1909 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 357241 | 11091 | SH |  | SOLE |  | 0 | 0 | 11091 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 |  | 545443 | 11948 | SH |  | SOLE |  | 0 | 0 | 11948 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 |  | 408948 | 21200 | SH |  | SOLE |  | 0 | 0 | 21200 |
| STRYKER CORPORATION | COM | 863667101 |  | 510495 | 2088 | SH |  | SOLE |  | 0 | 0 | 2088 |
| UNION PAC CORP | COM | 907818108 |  | 725987 | 3506 | SH |  | SOLE |  | 0 | 0 | 3506 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 267785 | 762 | SH |  | SOLE |  | 0 | 0 | 762 |
| WALMART INC | COM | 931142103 |  | 351389 | 2478 | SH |  | SOLE |  | 0 | 0 | 2478 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 256640 | 2543 | SH |  | SOLE |  | 0 | 0 | 2543 |
| TARGET CORP | COM | 87612E106 |  | 256962 | 1724 | SH |  | SOLE |  | 0 | 0 | 1724 |
| ABBVIE INC | COM | 00287Y109 |  | 2256570 | 13963 | SH |  | SOLE |  | 0 | 0 | 13963 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 426081 | 4802 | SH |  | SOLE |  | 0 | 0 | 4802 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 468325 | 5308 | SH |  | SOLE |  | 0 | 0 | 5308 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 358686 | 7847 | SH |  | SOLE |  | 0 | 0 | 7847 |
| BLACKROCK INC | COM | 09247X101 |  | 262193 | 370 | SH |  | SOLE |  | 0 | 0 | 370 |
| CISCO SYS INC | COM | 17275R102 |  | 241326 | 5066 | SH |  | SOLE |  | 0 | 0 | 5066 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 7472840 | 16370 | SH |  | SOLE |  | 0 | 0 | 16370 |
| COSTAR GROUP INC | COM | 22160N109 |  | 215148 | 2784 | SH |  | SOLE |  | 0 | 0 | 2784 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 29599121 | 268351 | SH |  | SOLE |  | 0 | 0 | 268351 |
| GOLD RESOURCE CORP | COM | 38068T105 |  | 19278 | 12600 | SH |  | SOLE |  | 0 | 0 | 12600 |
| ISHARES TR | CORE 1 5 YR USD | 46432F859 |  | 2190824 | 47175 | SH |  | SOLE |  | 0 | 0 | 47175 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 447696 | 3339 | SH |  | SOLE |  | 0 | 0 | 3339 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 303434 | 873 | SH |  | SOLE |  | 0 | 0 | 873 |
| MERCK  CO INC | COM | 58933Y105 |  | 602101 | 5427 | SH |  | SOLE |  | 0 | 0 | 5427 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 316092 | 3781 | SH |  | SOLE |  | 0 | 0 | 3781 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 |  | 239100 | 11090 | SH |  | SOLE |  | 0 | 0 | 11090 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 986457 | 5815 | SH |  | SOLE |  | 0 | 0 | 5815 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 214779 | 1581 | SH |  | SOLE |  | 0 | 0 | 1581 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 277177 | 2146 | SH |  | SOLE |  | 0 | 0 | 2146 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 584777 | 1103 | SH |  | SOLE |  | 0 | 0 | 1103 |
| VANGUARD WORLD FDS | INDUSTRIAL ETF | 92204A603 |  | 212410 | 1163 | SH |  | SOLE |  | 0 | 0 | 1163 |
| VANGUARD WORLD FDS | INF TECH ETF | 92204A702 |  | 513188 | 1607 | SH |  | SOLE |  | 0 | 0 | 1607 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 303774 | 7710 | SH |  | SOLE |  | 0 | 0 | 7710 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 1145529 | 7302 | SH |  | SOLE |  | 0 | 0 | 7302 |

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