Luminvest Wealth Management LLC Purchases in Q3 2024

Luminvest Wealth Management LLC

$241 Billion
Q3 2024

Stock	Shares change	Price Range	Shares Held	Trade History
VTI Vanguard Total Stock Market Et ETFs	10.6K + 4.73%	$255.18 - $283.2 $2.7M - $3M	235K $66.9B
VXUS Vanguard Star Fd Vanguard Tota ETFs	50.1K + 8.38%	$58.03 - $65.37 $2.91M - $3.28M	648K $41.8B
VCIT Vanguard Intermediate Term Cor ETFs	46.8K + 40.28%	$79.29 - $84.02 $3.71M - $3.93M	163K $13.6B
BND Vanguard Bd Index Fd Inc Total ETFs	29.1K + 17.48%	$71.45 - $75.64 $2.08M - $2.2M	196K $14.6B
VCSH Vanguard Sht Term Corp Bd ETF ETFs	26.6K + 41.92%	$76.94 - $79.54 $2.05M - $2.12M	90.2K $7.15B
BNDX Vanguard Total International B ETFs	30.7K + 11.34%	$48.42 - $50.35 $1.49M - $1.55M	301K $15.1B
VYM Vanguard Whitehall Fds (Vangua ETFs	5.94K + 190.75%	$117.9 - $128.2 $700K - $761K	9.05K $1.16B
VXF Vanguard Extended Market ETF ETFs	1.62K + 7.5%	$163.98 - $182.92 $266K - $296K	23.2K $4.27B
VEA Vanguard Ftse Developed Market ETFs	9.73K + 38.13%	$47.6 - $53.31 $463K - $519K	35.2K $1.86B
Vanguard Mun Bd Fds	4.19K + 202.27%	N/A	6.26K $632M
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	7.27K + 1.99%	$49.93 - $51.15 $363K - $372K	373K $19B
VTV Vanguard Value ETF ETFs	397 + 2.23%	$159.75 - $174.57 $63.4K - $69.3K	18.2K $3.19B
IWM Ishares Russell 2000 ETF ETFs	924 New	$200.87 - $224.6 $186K - $208K	924 $208M
HD Home Depot, Inc. Consumer Cyclical	507 New	$333.64 - $405.2 $169K - $205K	507 $206M
VIG Vanguard Dividend Appreciation ETFs	91 + 1.31%	$182.15 - $182.15 $16.6K - $16.6K	7.04K $1.39B
BNDW Vanguard Scottsdale Fds Vangua ETFs	35 + 0.25%	$67.53 - $70.89 $2.36K - $2.48K	13.9K $980M
MSFT Microsoft Corp Technology	107 + 7.16%	$395.15 - $467.56 $42.3K - $50K	1.6K $689M
BLV Vanguard Bd Index Fd Inc Long ETFs	270 + 3.36%	$69.16 - $76.64 $18.7K - $20.7K	8.3K $624M
JNJ Johnson & Johnson Healthcare	1 + 0.05%	$145.48 - $167.38 $145 - $167	2K $326M

Activity Summary All Purchases 19 New Holdings 2 Increased Positions 17 All Sells 5 Reductions 3 Sold out 2 Calls 0 Puts 0

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