Luminvest Wealth Management LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $94.09M | 26.1% |
| VANGUARD STAR FDS | $67.22M | 18.6% |
| VANGUARD INTL EQUITY INDEX F | $33.97M | 9.4% |
| VANGUARD MUN BD FDS | $26.77M | 7.4% |
| VANGUARD BD INDEX FDS | $23.40M | 6.5% |
| VANGUARD CHARLOTTE FDS | $22.03M | 6.1% |
| VANGUARD SCOTTSDALE FDS | $18.57M | 5.2% |
| VANGUARD INDEX FDS | $14.12M | 3.9% |
| VANGUARD SCOTTSDALE FDS | $9.42M | 2.6% |
| VANGUARD INDEX FDS | $7.72M | 2.1% |
| SPDR S&P 500 ETF TR | $5.55M | 1.5% |
| VANGUARD INDEX FDS | $4.68M | 1.3% |
| VANGUARD TAX-MANAGED FDS | $4.20M | 1.2% |
| iShares MSCI UAE ETF | $3.17M | 0.9% |
| SCHWAB STRATEGIC TR | $1.95M | 0.5% |
| VANGUARD WHITEHALL FDS | $1.80M | 0.5% |
| iShares MSCI UAE ETF | $1.70M | 0.5% |
| ISHARES TR | $1.45M | 0.4% |
| VANGUARD CALIF TAX FREE FDS | $1.44M | 0.4% |
| NVIDIA Corp | $1.43M | 0.4% |
| VANGUARD INDEX FDS | $1.31M | 0.4% |
| VANGUARD SPECIALIZED FUNDS | $1.28M | 0.4% |
| ISHARES TR | $1.20M | 0.3% |
| VANGUARD INDEX FDS | $1.18M | 0.3% |
| ISHARES TR | $786.3K | 0.2% |
| MICROSOFT CORP | $755.7K | 0.2% |
| SCHWAB STRATEGIC TR | $734.2K | 0.2% |
| Warren E. Buffett | $711.8K | 0.2% |
| VANGUARD BD INDEX FDS | $612.3K | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $571.3K | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $534.2K | 0.1% |
| VANGUARD INDEX FDS | $531.1K | 0.1% |
| VANGUARD WHITEHALL FDS | $524.9K | 0.1% |
| VANGUARD MUN BD FDS | $482.1K | 0.1% |
| Alphabet Inc. | $475.2K | 0.1% |
| Apple Inc. | $461.7K | 0.1% |
| VANGUARD SCOTTSDALE FDS | $373.8K | 0.1% |
| AbbVie Inc. | $349.8K | 0.1% |
| JOHNSON & JOHNSON | $337.7K | 0.1% |
| JPMORGAN CHASE & CO | $266.5K | 0.1% |
| Broadcom Inc. | $252.7K | 0.1% |
| ISHARES TR | $248.1K | 0.1% |
| INTUIT INC. | $240.5K | 0.1% |
| NORFOLK SOUTHERN CORP | $231.0K | 0.1% |
| ISHARES TR | $227.4K | 0.1% |
| SCHWAB STRATEGIC TR | $224.7K | 0.1% |
| EXXON MOBIL CORP | $217.8K | 0.1% |
| HOME DEPOT, INC. | $209.0K | 0.1% |
| CAPITAL GROUP INTL FOCUS EQT | $205.1K | 0.1% |
| MICRON TECHNOLOGY INC | $203.5K | 0.1% |