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Disclosed positions
Luminvest Wealth Management LLC: source evidence dated 2026-07-30T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VTI
- Class
- TOTAL STK MKT
- Reported value
- $109,363,998
- Reported amount
- 296,405
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002036517-26-000004Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Show the table · 50 rows, 7 columns
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| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $109,363,998 | 296,405 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $84,706,715 | 995,284 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VEU | ALLWRLD EX US | $38,395,390 | 462,478 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $27,794,523 | 378,971 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $27,722,551 | 551,562 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $25,284,170 | 522,481 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCIT | INT-TERM CORP | $21,124,754 | 255,861 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $15,885,366 | 23,198 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $11,688,753 | 147,957 | SH | None |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $10,202,089 | 41,698 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $6,910,270 | 31,709 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $6,064,768 | 8,138 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $5,153,070 | 72,323 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $3,998,896 | 24,361 | SH | None |
| VANGUARD CALIF TAX FREE FDS | VTEC | TAX EXEMPT BD FD | $3,558,163 | 35,370 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $3,419,504 | 118,077 | SH | None |
| VANGUARD INSTL INDEX FD | VBIL | 0 3 MO TR BI ETF | $2,593,806 | 34,273 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $1,983,050 | 12,549 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $1,926,040 | 20,181 | SH | None |
| ISHARES TR | IWR | RUS MID CAP ETF | $1,660,978 | 15,056 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $1,515,200 | 17,590 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $1,417,423 | 4,676 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $1,320,798 | 5,582 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $931,432 | 25,780 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $905,834 | 11,914 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $892,266 | 773 | SH | None |
| MICROSOFT CORP | MSFT | COM | $840,650 | 2,254 | SH | None |
| APPLE INC | AAPL | COM | $776,093 | 2,553 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $771,586 | 2,159 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $771,101 | 1,541 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $695,981 | 3,478 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $695,584 | 8,633 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $602,058 | 10,086 | SH | None |
| VANGUARD BD INDEX FDS | BLV | LONG TERM BOND | $601,340 | 8,724 | SH | None |
| VANGUARD WHITEHALL FDS | VYMI | INTL HIGH ETF | $572,749 | 5,832 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $547,635 | 731 | SH | None |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $534,578 | 10,342 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $505,609 | 1,950 | SH | None |
| VANGUARD MUN BD FDS | VTEI | INTERMEDIATE TRM | $482,803 | 4,782 | SH | None |
| ISHARES TR | SGOV | 0-3 MTH TREASURY | $476,831 | 4,737 | SH | None |
| ABBVIE INC | ABBV | COM | $416,778 | 1,646 | SH | None |
| BROADCOM INC | AVGO | COM | $407,592 | 1,079 | SH | None |
| AMAZON COM INC | AMZN | COM | $373,240 | 1,566 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $349,102 | 1,065 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VGK | FTSE EUROPE ETF | $310,868 | 3,511 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VPL | FTSE PACIFIC ETF | $286,970 | 2,481 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $276,186 | 382 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $271,008 | 924 | SH | None |
| SCHWAB STRATEGIC TR | FNDX | FUNDAMENTAL US L | $256,855 | 8,259 | SH | None |
| NORFOLK SOUTHN CORP | NSC | COM | $251,672 | 800 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.