Instuitional Investor - Luminvest Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Luminvest Wealth Management Llc |
| Portfolio Value | $278,937,864 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 252,398 | $77,018,091 | 27.61% | |
| 2. | Vanguard Star Fds | 743,366 | $51,335,333 | 18.4% | |
| 3. | VWO | 443,063 | $29,871,639 | 10.71% | |
| 4. | Vanguard Mun Bd Fds | 418,936 | $20,494,497 | 7.35% | |
| 5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 341,459 | $16,890,390 | 6.06% |
