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CIK: 0002036517
Total reported value
$380.5M
$380.5M
34 檔
44.6%
According to the latest 13F quarterly dataset, Luminvest Wealth Management LLC managed an equity portfolio of $380.5M at the end of Q3 2024, spanning 34 distinct U.S. exchange-listed positions.
During Q3 2024, Luminvest Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 27.77% | +1.67% | +4.73% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-Other | 17.34% | +0.57% | +8.38% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 11.19% | +0.78% | -1.23% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 7.87% | +0.76% | +1.99% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 6.28% | -0.55% | +11.34% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 6.07% | -0.72% | +17.48% | |
| 7 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 5.64% | -0.99% | +40.28% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.67% | +0.31% | -0.14% | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.97% | -0.31% | +41.92% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.94% | +0.23% | — | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.77% | -0.14% | +7.50% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.32% | -0.01% | +2.23% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.77% | -0.37% | +38.13% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.58% | -0.31% | EXIT | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.55% | +0.03% | — | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.48% | -0.21% | +190.75% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 0.41% | -0.02% | — | |
| 18 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.41% | — | +0.25% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.35% | +0.01% | -3.04% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.32% | +0.02% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.06% | +7.16% | |
| 22 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.28% | — | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | +0.02% | — | |
| 24 | VTEI | Vanguard Int Tax-exempt Bond | ETF-Other | 0.26% | -0.11% | EXIT | |
| 25 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.26% | +0.01% | +3.36% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.14% | -0.10% | EXIT | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.14% | -0.05% | +0.05% | |
| 28 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.13% | — | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | +0.03% | — | |
| 30 | INTU | Intuit Inc | Stock-Tech | 0.10% | — | — | |
| 31 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.09% | -0.01% | — | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.09% | +0.01% | — | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.09% | -0.05% | EXIT | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.08% | — | — |
According to official SEC Form 13F filings, Luminvest Wealth Management LLC reported a total U.S. public equity portfolio value of $380.5M across 34 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VXUS, VEU) accounted for 44.6% of total reported equity market value during Q3 2024.
During Q3 2024, Luminvest Wealth Management LLC's top holdings by market value included VTI (27.8%)、VXUS (17.3%)、VEU (11.2%). The largest single position, VTI, represented 27.8% of total portfolio value.
In Q3 2024, Luminvest Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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