StockDriftsStockDriftsTop 50 Luminvest Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 24.76% | 287.4K | $94.7M | +2.41%(+6.75K) | $250.82(+45.41%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 18.92% | 926.5K | $72.4M | +3.98%(+35.49K) | $61.43(+38.49%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 9.4% | 467.9K | $35.9M | +1.30%(+6.01K) | $55.90(+48.42%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 7.08% | 540.6K | $27.1M | +1.54%(+8.20K) | $49.76(+0.68%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 6.7% | 347.7K | $25.6M | +10.08%(+31.85K) | $72.96(+0.30%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 6.16% | 490.2K | $23.6M | +7.51%(+34.22K) | $48.90(-2.05%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.16% | 238.2K | $19.7M | +7.43%(+16.48K) | $81.90(+0.80%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.77% | 23.3K | $14.4M | +3.58%(+807) | $506.18(+34.82%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.69% | 129.8K | $10.3M | +9.86%(+11.65K) | $77.91(+1.43%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 2.06% | 37.5K | $7.9M | +1.67%(+616) | $183.23(+24.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.67% | +31.92% |
| Top 20 Holdings Unweighted | +7.92% | +25.68% |
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