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Luminvest Wealth Management LLC Portfolio
$380.5M across 46 positions as of 2026-09-30, with 88% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| VTIVanguard Total Stock Market ETF | $103M | 27.1% | 273,665 |
| VXUSVanguard Total International Stock ETF | $77.1M | 20.3% | 907,181 |
| VEUVanguard FTSE All World Ex US ETF | $36.9M | 9.7% | 444,965 |
| VTEBVanguard Tax-Exempt Bond ETF | $27.4M | 7.2% | 578,927 |
| BNDVanguard Total Bond Market ETF | $21.8M | 5.7% | 311,275 |
| BNDXVanguard Total International Bond ETF | $20.3M | 5.3% | 432,305 |
| VOOVanguard S&P 500 ETF | $15.2M | 4.0% | 21,566 |
| VCITVanguard Intermediate-Term Corporate Bond ETF | $14.9M | 3.9% | 190,610 |
| VCSHVanguard Short-Term Corporate Bond ETF | $9.2M | 2.4% | 118,893 |
| VXFVanguard Extended Market ETF | $8.5M | 2.2% | 36,557 |
| SPYState Street SPDR S&P 500 ETF Trust | $6.2M | 1.6% | 8,145 |
| VTVVanguard Value ETF | $6.1M | 1.6% | 28,152 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $4.7M | 1.2% | 28,115 |
| VANGUARD CALIF TAX FREE FDS | $3.6M | 1.0% | 38,344 |
| VEAVanguard FTSE Developed Markets ETF | $3.1M | 0.8% | 44,520 |
| SCHBSchwab U.S. Broad Market ETF | $2.5M | 0.7% | 85,137 |
| IXUSiShares Core MSCI Total International Stock ETF | $2M | 0.5% | 20,995 |
| IWRiShares Russell Mid-Cap ETF | $1.6M | 0.4% | 15,056 |
| VUGVanguard Growth ETF | $1.4M | 0.4% | 16,076 |
| VBVanguard Small-Cap ETF | $1.2M | 0.3% | 4,115 |
| VANGUARD INSTL INDEX FD | $1.1M | 0.3% | 14,852 |
| VYMVanguard High Dividend Yield ETF | $942.7K | 0.2% | 6,074 |
| IJHiShares Core S&P Mid-Cap ETF | $874.9K | 0.2% | 11,914 |
| SCHASchwab U.S. Small-Cap ETF | $833.5K | 0.2% | 25,544 |
| BRK.BBerkshire Hathaway Inc | $763.4K | 0.2% | 1,533 |
| AAPLApple Inc | $740.3K | 0.2% | 2,215 |
| MUMicron Technology Inc | $739.2K | 0.2% | 694 |
| NVDANVIDIA Corp | $737.7K | 0.2% | 3,230 |
| VOVanguard Mid-Cap ETF | $659.2K | 0.2% | 8,405 |
| GOOGLAlphabet Inc | $636.2K | 0.2% | 1,849 |
| VWOVanguard FTSE Emerging Markets ETF | $585.6K | 0.2% | 9,874 |
| BLVVanguard Long-Term Bond ETF | $554.1K | 0.1% | 8,833 |
| MSFTMicrosoft Corp | $543K | 0.1% | 1,059 |
| DFAUDimensional US Core Equity Market ETF | $541.5K | 0.1% | 10,342 |
| VYMIVanguard International High Dividend Yield ETF | $476.2K | 0.1% | 4,709 |
| IVViShares Core S&P 500 ETF | $397K | 0.1% | 518 |
| VBRVanguard Small-Cap Value ETF | $345.1K | 0.1% | 1,494 |
| JNJJohnson & Johnson | $273.9K | 0.1% | 1,045 |
| FNDXSchwab Fundamental US Large Company Index ETF | $259.9K | 0.1% | 8,259 |
| IWMiShares Russell 2000 Index Fund | $257.7K | 0.1% | 924 |
| NSCNorfolk Southern Corp | $247.5K | 0.1% | 801 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $246.7K | 0.1% | 2,680 |
| CGXUCapital Group International Focus Equity ETF | $238K | 0.1% | 6,941 |
| VNQVanguard Real Estate ETF | $222.9K | 0.1% | 2,487 |
| AMZNAmazon.com Inc | $211.5K | 0.1% | 849 |
| VANGUARD SCOTTSDALE FDS | $202.7K | 0.1% | 3,078 |
Quarter ending 2026-09-30.
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