The Analysis of Luminvest Wealth Management LLC's Holdings
Currently, Luminvest Wealth Management LLC holds 46 types of securities in its portfolio with a total value $306.8M. In the most recent quarter, they have increased their positions in VTEB (+60.2K shares, valued at $3.0M), BND (+38.5K shares, valued at $2.9M), VXUS (+33.6K shares, valued at $2.5M); decreased their positions in VCIT (-52.3K shares, valued at $4.4M), SPY (-1.9K shares, valued at $1.2M), BNDW (-6.3K shares, valued at $436.2K); initiated new positions in VGK (+4.2K shares, valued at $335.8K), ORCL (+884 shares, valued at $248.7K), HD (+607 shares, valued at $246.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS259.9K shares2.97%2025-09-302025-11-04
VXUS VANGUARD STAR FDS776.9K shares4.52%2025-09-302025-11-04 VEU VANGUARD INTL EQUITY INDEX F461.6K shares4.18%2025-09-302025-11-04 VTEB VANGUARD MUN BD FDS479.1K shares14.36%2025-09-302025-11-04 BND VANGUARD BD INDEX FDS264.4K shares17.04%2025-09-302025-11-04 BNDX VANGUARD CHARLOTTE FDS385.1K shares12.78%2025-09-302025-11-04 VCIT VANGUARD SCOTTSDALE FDS128.9K shares-28.86%2025-09-302025-11-04 VOO VANGUARD INDEX FDS15.9K shares9.47%2025-09-302025-11-04 VCSH VANGUARD SCOTTSDALE FDS100.7K shares7.90%2025-09-302025-11-04 VXF VANGUARD INDEX FDS25.5K shares11.92%2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR6.2K shares-23.12%2025-09-302025-11-04 ITOT ISHARES TR25.5K shares0.70%2025-09-302025-11-04 VTV VANGUARD INDEX FDS19.8K shares2.12%2025-09-302025-11-04 VEA VANGUARD TAX-MANAGED FDS37.7K shares2.73%2025-09-302025-11-04 SCHB SCHWAB STRATEGIC TR71.0K shares-12.37%2025-09-302025-11-04 VYM VANGUARD WHITEHALL FDS12.5K shares36.33%2025-09-302025-11-04 IXUS ISHARES TR18.0K shares0.69%2025-09-302025-11-04 IWR ISHARES TR15.1K shares0.00%2025-09-302025-11-04 VIG VANGUARD SPECIALIZED FUNDS6.0K shares-4.97%2025-09-302025-11-04 SGOV ISHARES TR12.6K shares207.05%2025-09-302025-11-04 VTEC VANGUARD CALIF TAX FREE FDS12.1K shares1.41%2025-09-302025-11-04 VB VANGUARD INDEX FDS3.7K shares105.32%2025-09-302025-11-04 MSFT MICROSOFT CORP1.6K shares-3.00%2025-09-302025-11-04 IJH ISHARES TR11.9K shares0.00%2025-09-302025-11-04 SCHA SCHWAB STRATEGIC TR25.8K shares0.92%2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares0.00%2025-09-302025-11-04 BLV VANGUARD BD INDEX FDS8.7K shares1.21%2025-09-302025-11-04 AAPL APPLE INC2.2K shares-9.82%2025-09-302025-11-04 BNDW VANGUARD SCOTTSDALE FDS7.6K shares-45.10%2025-09-302025-11-04 VTEI VANGUARD MUN BD FDS4.8K shares0.00%2025-09-302025-11-04 VYMI VANGUARD WHITEHALL FDS4.5K shares0.00%2025-09-302025-11-04 GOOGL ALPHABET INC1.5K shares-35.90%2025-09-302025-11-04 ABBV ABBVIE INC1.5K shares0.00%2025-09-302025-11-04 VGK VANGUARD INTL EQUITY INDEX F4.2K sharesnew addition2025-09-302025-11-04 JNJ JOHNSON & JOHNSON1.6K shares0.00%2025-09-302025-11-04 NVDA NVIDIA CORPORATION1.5K shares0.00%2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.853 shares17.17%2025-09-302025-11-04 ORCL ORACLE CORP884 sharesnew addition2025-09-302025-11-04 INTU INTUIT363 shares-9.25%2025-09-302025-11-04 HD HOME DEPOT INC607 sharesnew addition2025-09-302025-11-04 IVV ISHARES TR362 sharesnew addition2025-09-302025-11-04 AVGO BROADCOM INC730 shares0.00%2025-09-302025-11-04 IWM ISHARES TR924 shares0.00%2025-09-302025-11-04 VPL VANGUARD INTL EQUITY INDEX F2.4K sharesnew addition2025-09-302025-11-04 VO VANGUARD INDEX FDS719 shares0.00%2025-09-302025-11-04 AMZN AMAZON COM INC953 shares0.00%2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available