The Analysis of Luminvest Wealth Management LLC's Holdings
Currently, Luminvest Wealth Management LLC holds 50 types of securities in its portfolio with a total value $360.4M. In the most recent quarter, they have increased their positions in VXUS (+114.0K shares, valued at $8.6M), VCIT (+92.8K shares, valued at $7.8M), VTI (+20.7K shares, valued at $7.0M); decreased their positions in ITOT (-4.1K shares, valued at $614.8K), BNDW (-2.2K shares, valued at $150.3K), AAPL (-479 shares, valued at $130.2K); initiated new positions in VUG (+2.7K shares, valued at $1.3M), VWO (+9.9K shares, valued at $534.2K), NSC (+800 shares, valued at $231.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS280.6K shares7.98%2025-12-312026-01-26
VXUS VANGUARD STAR FDS891.0K shares14.68%2025-12-312026-01-26 VEU VANGUARD INTL EQUITY INDEX F461.9K shares0.05%2025-12-312026-01-26 VTEB VANGUARD MUN BD FDS532.4K shares11.11%2025-12-312026-01-26 BND VANGUARD BD INDEX FDS315.9K shares19.49%2025-12-312026-01-26 BNDX VANGUARD CHARLOTTE FDS455.9K shares18.40%2025-12-312026-01-26 VCIT VANGUARD SCOTTSDALE FDS221.7K shares72.00%2025-12-312026-01-26 VCSH VANGUARD SCOTTSDALE FDS118.1K shares17.31%2025-12-312026-01-26 VXF VANGUARD INDEX FDS36.9K shares44.97%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR8.1K shares30.58%2025-12-312026-01-26 VTV VANGUARD INDEX FDS24.5K shares23.72%2025-12-312026-01-26 VEA VANGUARD TAX-MANAGED FDS67.2K shares78.03%2025-12-312026-01-26 ITOT ISHARES TR21.4K shares-16.22%2025-12-312026-01-26 SCHB SCHWAB STRATEGIC TR74.4K shares4.86%2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS12.5K shares0.00%2025-12-312026-01-26 IXUS ISHARES TR20.1K shares11.46%2025-12-312026-01-26 IWR ISHARES TR15.1K shares0.00%2025-12-312026-01-26 VTEC VANGUARD CALIF TAX FREE FDS14.4K shares19.08%2025-12-312026-01-26 NVDA NVIDIA CORPORATION7.7K shares423.21%2025-12-312026-01-26 VUG VANGUARD INDEX FDS2.7K sharesnew addition2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS5.8K shares-3.51%2025-12-312026-01-26 SGOV ISHARES TR12.0K shares-4.97%2025-12-312026-01-26 VB VANGUARD INDEX FDS4.6K shares25.17%2025-12-312026-01-26 IJH ISHARES TR11.9K shares0.00%2025-12-312026-01-26 MSFT MICROSOFT CORP1.6K shares-1.20%2025-12-312026-01-26 SCHA SCHWAB STRATEGIC TR25.8K shares0.00%2025-12-312026-01-26 BLV VANGUARD BD INDEX FDS8.8K shares1.55%2025-12-312026-01-26 VGK VANGUARD INTL EQUITY INDEX F6.6K shares57.60%2025-12-312026-01-26 VWO VANGUARD INTL EQUITY INDEX F9.9K sharesnew addition2025-12-312026-01-26 VO VANGUARD INDEX FDS1.8K shares154.52%2025-12-312026-01-26 VYMI VANGUARD WHITEHALL FDS5.8K shares30.38%2025-12-312026-01-26 VTEI VANGUARD MUN BD FDS4.8K shares0.00%2025-12-312026-01-26 ALPHABET INC ALPHABET INC1.5K shares0.00%2025-12-312026-01-26 AAPL APPLE INC1.7K shares-22.00%2025-12-312026-01-26 BNDW VANGUARD SCOTTSDALE FDS5.4K shares-28.68%2025-12-312026-01-26 ABBV ABBVIE INC1.5K shares0.00%2025-12-312026-01-26 JNJ JOHNSON & JOHNSON1.6K shares0.00%2025-12-312026-01-26 JPM JPMORGAN CHASE & CO.827 shares-3.05%2025-12-312026-01-26 BROADCOM INC BROADCOM INC730 shares0.00%2025-12-312026-01-26 IVV ISHARES TR362 shares0.00%2025-12-312026-01-26 INTU INTUIT363 shares0.00%2025-12-312026-01-26 NSC NORFOLK SOUTHN CORP800 sharesnew addition2025-12-312026-01-26 IWM ISHARES TR924 shares0.00%2025-12-312026-01-26 FNDX SCHWAB STRATEGIC TR8.3K sharesnew addition2025-12-312026-01-26 XOM EXXON MOBIL CORP1.8K sharesnew addition2025-12-312026-01-26 HD HOME DEPOT INC607 shares0.00%2025-12-312026-01-26 CGXU CAPITAL GROUP INTL FOCUS EQT6.9K sharesnew addition2025-12-312026-01-26 MU MICRON TECHNOLOGY INC713 sharesnew addition2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available