Luminvest Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Scottsdale, AZ
CIK
0002036517
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 32 247,694 VTI, VXUS, VEU, VTEB 13F-HR 1/28/2025 000108514625000572
Q3 2024 34 241,088 VTI, VXUS, VEU, VTEB 13F-HR 10/30/2024 000108514624005235
Q2 2024 34 213,028 VTI, VXUS, VEU, VTEB 13F-HR 10/30/2024 000108514624005234
Q1 2024 23 158,864 VTI, VXUS, VEU, VTEB 13F-HR 10/30/2024 000108514624005233
Q4 2023 21 152,532 VTI, VXUS, VEU, VTEB 13F-HR 10/30/2024 000108514624005232