Luminvest Wealth Management LLC

Q4 2023 13F Holdings

Location
Scottsdale, AZ
Holdings as of
12/31/2023
Value ($000)
$152,533
Num holdings
21
Date filed
10/30/2024
Form type
13F-HR
Prev filing
Next filing
10/30/2024
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type