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 BND BNDX VCIT VOO VCSH 33 stocks	$258 Million 72.04% of portfolio	23	4	4	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$94.1 Million 26.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO MU 3 stocks	$1.89 Million 0.53% of portfolio	2	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$755,721 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$711,752 0.2% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ 2 stocks	$687,527 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$475,155 0.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$461,664 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$266,519 0.07% of portfolio	-	1	-	-	0 Calls 0 Puts

Software—Application \| Technology INTU 1 stocks	$240,458 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials NSC 1 stocks	$230,976 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$217,815 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$209,004 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts

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