Instuitional Investor - Luminvest Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Luminvest Wealth Management Llc |
| Portfolio Value | $247,694,480 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds | 248,796 | $72,104,251 | 29.11% | |
| 2. | Vanguard Star Fds | 706,866 | $41,656,023 | 16.81% | |
| 3. | VWO | 426,823 | $24,503,990 | 9.89% | |
| 4. | Vanguard Mun Bd Fds | 435,437 | $21,828,459 | 8.81% | |
| 5. | Vanguard Charlotte Fds - TOTAL INT BD ETF | 327,209 | $16,049,383 | 6.47% |
