Luminvest Wealth Management LLC

**Luminvest Wealth Management LLC** manages $360M across a diversified portfolio of 50 positions. The strategy exhibits a strong global allocation, anchored by significant exposure to total US and international equity markets, notably VTI ($94.1M) and VXUS ($67.2M). Fixed income diversification is evident with substantial allocations to BND ($23.4M) and BNDX ($22.0M). The top holdings reveal a disciplined, core-satellite approach spanning US equities, international exposure, and various fixed-income duration plays.

📌 Top Holdings