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Home > Institutional Investor > Luminvest Wealth Management Llc > Profile

Instuitional Investor - Luminvest Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Luminvest Wealth Management Llc
Portfolio Value $382,465,272
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 287,394 $94,714,090 24.76%
2.
Vanguard Star Fds
 926,464 $72,378,479 18.92%
3.
Vanguard Intl Equity Index Funds
 VWO 467,861 $35,945,501 9.4%
4.
Vanguard Mun Bd Fds
 540,555 $27,091,721 7.08%
5.
Vanguard Bond Index Funds
 BND 347,721 $25,616,834 6.7%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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