Instuitional Investor - Luminvest Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Luminvest Wealth Management Llc |
| Portfolio Value | $242,677,201 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 250,375 | $68,813,836 | 28.36% | |
| 2. | Vanguard Star Fds | 702,454 | $43,622,440 | 17.98% | |
| 3. | VWO | 424,607 | $25,756,689 | 10.61% | |
| 4. | Vanguard Mun Bd Fds | 375,484 | $18,631,563 | 7.68% | |
| 5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 329,222 | $16,072,503 | 6.62% |
