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 29 stocks	$215 Million 70.38% of portfolio	19	5	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$85.3 Million 27.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1.07 Million 0.35% of portfolio	1	1	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$711,880 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV JNJ 2 stocks	$657,064 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$554,384 0.18% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$514,178 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$369,042 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$268,790 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts

Software—Application \| Technology INTU 1 stocks	$247,896 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$246,110 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs VPL 1 stocks	$214,982 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$209,250 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts

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