Luminvest Wealth Management

Luminvest Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Luminvest Wealth Management

Luminvest Wealth Management holds 21 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 28.9 $44M 165k 267.38
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 16.8 $26M 423k 60.47
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 15.1 $23M 373k 61.78
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 11.8 $18M 354k 50.77
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.3 $8.1M 163k 49.64
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.7 $7.2M 97k 73.75
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.7 $5.7M 69k 81.92
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.6 $5.5M 11k 501.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $4.7M 8.1k 576.89
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.1 $3.2M 42k 78.05
Vanguard Index Fds Extend Mkt Etf (VXF) 1.0 $1.6M 8.8k 178.87
Ishares Tr Rus Mid Cap Etf (IWR) 0.9 $1.3M 15k 88.23
Vanguard Index Fds Small Cp Etf (VB) 0.6 $854k 3.6k 237.04
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $744k 12k 62.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $640k 1.4k 457.37
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $609k 13k 47.24
Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $589k 8.0k 73.58
Vanguard Index Fds Value Etf (VTV) 0.4 $547k 3.1k 174.06
Apple (AAPL) 0.2 $252k 1.2k 216.14
Ishares Tr Russell 2000 Etf (IWM) 0.1 $203k 924.00 219.47
Microsoft Corporation (MSFT) 0.1 $201k 500.00 402.52