Luminvest Wealth Management

Luminvest Wealth Management as of March 31, 2024

Portfolio Holdings for Luminvest Wealth Management

Luminvest Wealth Management holds 23 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 29.2 $46M 169k 274.30
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 16.7 $27M 429k 61.75
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 14.5 $23M 373k 61.85
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 10.9 $17M 341k 50.91
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.5 $8.8M 177k 49.63
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 4.9 $7.8M 106k 73.93
Vanguard Scottsdale Fds Int-term Corp (VCIT) 4.5 $7.2M 88k 81.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.5 $5.6M 11k 511.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.9 $4.6M 8.1k 570.04
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.5 $4.0M 51k 78.21
Vanguard Index Fds Extend Mkt Etf (VXF) 1.0 $1.6M 8.8k 179.49
Ishares Tr Rus Mid Cap Etf (IWR) 0.8 $1.3M 15k 87.10
Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $735k 12k 61.66
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.4 $635k 13k 49.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $633k 1.4k 452.36
Vanguard Bd Index Fds Long Term Bond (BLV) 0.4 $592k 8.0k 74.05
Vanguard Index Fds Value Etf (VTV) 0.3 $541k 3.1k 172.97
Vanguard Index Fds Small Cp Etf (VB) 0.3 $541k 2.3k 234.99
Apple (AAPL) 0.2 $242k 1.2k 207.52
Microsoft Corporation (MSFT) 0.1 $214k 500.00 427.55
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.1 $209k 2.1k 100.95
NVIDIA Corporation (NVDA) 0.1 $204k 1.7k 123.51
Ishares Tr Russell 2000 Etf (IWM) 0.1 $201k 924.00 217.64