Luminvest Wealth Management LLC Portfolio Holdings by Sector
Luminvest Wealth Management LLC
- $241 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VXUS VEU VTEB BNDX BND VCIT VOO VCSH 22 stocks |
$170 Million
70.49% of portfolio
|
  14  
|
  3  
|
  1  
|
  1  
|
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$66.9 Million
27.84% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$849,532
0.35% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$688,964
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV JNJ 2 stocks |
$655,970
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$651,728
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$278,100
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
INTU 1 stocks |
$248,400
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$223,411
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$206,492
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
$203,734
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|