Luminvest Wealth Management

Luminvest Wealth Management as of March 31, 2025

Portfolio Holdings for Luminvest Wealth Management

Luminvest Wealth Management holds 32 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 28.4 $69M 250k 274.84
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 18.0 $44M 703k 62.14
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 10.6 $26M 425k 60.66
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 7.7 $19M 376k 49.62
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 6.6 $16M 329k 48.82
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.5 $16M 216k 73.45
Vanguard Scottsdale Fds Int-term Corp (VCIT) 6.0 $15M 179k 81.76
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 3.1 $7.5M 95k 78.94
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.0 $7.2M 14k 513.94
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.9 $4.5M 8.1k 559.39
Vanguard Index Fds Extend Mkt Etf (VXF) 1.4 $3.5M 20k 172.27
Vanguard Index Fds Value Etf (VTV) 1.3 $3.2M 18k 172.75
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $1.7M 34k 50.83
Ishares Tr Rus Mid Cap Etf (IWR) 0.5 $1.3M 15k 85.07
Vanguard Specialized Funds Div App Etf (VIG) 0.5 $1.2M 6.4k 193.98
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $1.2M 9.1k 128.95
Vanguard Scottsdale Fds Total Wld Bd Etf (BNDW) 0.4 $955k 14k 68.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $754k 1.4k 532.58
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $695k 12k 58.35
Apple (AAPL) 0.3 $664k 3.0k 222.30
Vanguard Mun Bd Fds Intermediate Trm (VTEI) 0.3 $652k 6.6k 98.82
Microsoft Corporation (MSFT) 0.3 $612k 1.6k 375.60
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $611k 26k 23.43
Vanguard Bd Index Fds Long Term Bond (BLV) 0.2 $596k 8.5k 70.42
Vanguard Index Fds Small Cp Etf (VB) 0.2 $396k 1.8k 221.56
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $360k 3.6k 100.68
Alphabet Cap Stk Cl A (GOOGL) 0.1 $348k 2.2k 154.64
Abbvie (ABBV) 0.1 $321k 1.5k 209.52
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $313k 4.2k 73.68
Johnson & Johnson (JNJ) 0.1 $273k 1.6k 167.25
Intuit (INTU) 0.1 $246k 400.00 613.99
Procter & Gamble Company (PG) 0.1 $201k 1.2k 170.42