Luminvest Wealth Management LLC Portfolio Holdings by Sector

Luminvest Wealth Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VXUS VEU VTEB BNDX BND VCIT VOO VCSH 27 stocks	$196 Million 70.74% of portfolio	19	3	5	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$77 Million 27.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$811,093 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$687,850 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ 2 stocks	$537,718 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$497,834 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$432,685 0.16% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$417,325 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology INTU 1 stocks	$315,052 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$210,785 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$209,079 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts

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