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Human Investing LLC

Q3 2023 · 13F-HR

Human Investing LLCholdings as filed

Filed 2023-11-09 · accession 0001767513-23-000007

$429.4M
Reported value
95
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$103.6M24.1%263,877CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$42.0M9.78%960,442CommonNONE
921937827BSVVANGUARD BD INDEX FDS$24.4M5.68%324,292CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$24.2M5.63%155,619CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$23.2M5.40%224,455CommonNONE
464287507IJHISHARES TR$21.9M5.10%87,822CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$19.5M4.55%408,258CommonNONE
464287200IVVISHARES TR$17.0M3.96%39,591CommonNONE
921937819BIVVANGUARD BD INDEX FDS$13.2M3.08%183,157CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$11.8M2.74%204,253CommonNONE
464287804IJRISHARES TR$11.4M2.66%121,182CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$10.7M2.50%273,513CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$9.6M2.25%155,890CommonNONE
921910733ESGVVANGUARD WORLD FD$9.3M2.16%123,408CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$9.3M2.15%129,697CommonNONE
922908769VTIVANGUARD INDEX FDS$4.6M1.07%21,553CommonNONE
922908553VNQVANGUARD INDEX FDS$3.8M0.90%50,854CommonNONE
037833100AAPLAPPLE INC$3.8M0.89%22,322CommonNONE
654106103NKENIKE INC$3.7M0.86%38,775CommonNONE
921910725VSGXVANGUARD WORLD FD$3.5M0.81%69,037CommonNONE
11135F101AVGOBROADCOM INC$2.9M0.68%3,539CommonNONE
921910691VCEBVANGUARD WORLD FD$2.6M0.60%43,334CommonNONE
594918104MSFTMICROSOFT CORP$2.5M0.58%7,952CommonNONE
00287Y109ABBVABBVIE INC$2.3M0.54%15,586CommonNONE
670100205NVONOVO-NORDISK A S$2.3M0.53%25,198CommonNONE
093671105HRBBLOCK H & R INC$2.2M0.51%51,073CommonNONE
922908637VVVANGUARD INDEX FDS$2.1M0.48%10,606CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$2.0M0.47%35,164CommonNONE
921937835BNDVANGUARD BD INDEX FDS$1.9M0.45%27,398CommonNONE
031162100AMGNAMGEN INC$1.8M0.43%6,858CommonNONE
532457108LLYELI LILLY & CO$1.7M0.39%3,148CommonNONE
921909768VXUSVANGUARD STAR FDS$1.3M0.31%25,159CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.3M0.30%25,310CommonNONE
437076102HDHOME DEPOT INC$1.3M0.30%4,202CommonNONE
464288158SUBISHARES TR$1.2M0.27%11,347CommonNONE
478160104JNJJOHNSON & JOHNSON$1.0M0.24%6,688CommonNONE
882508104TXNTEXAS INSTRS INC$914,1970.21%5,749CommonNONE
580135101MCDMCDONALDS CORP$901,7570.21%3,423CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$832,8420.19%14,349CommonNONE
704326107PAYXPAYCHEX INC$828,4040.19%7,183CommonNONE
46429B663HDVISHARES TR$802,7900.19%8,118CommonNONE
02079K305GOOGLALPHABET INC$796,1380.19%6,084CommonNONE
40434L105HPQHP INC$760,1050.18%29,576CommonNONE
922907746VTEBVANGUARD MUN BD FDS$757,8240.18%15,755CommonNONE
921937793BLVVANGUARD BD INDEX FDS$752,6340.18%11,223CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$733,1800.17%2,387CommonNONE
17275R102CSCOCISCO SYS INC$705,3540.16%13,120CommonNONE
718172109PMPHILIP MORRIS INTL INC$681,7600.16%7,364CommonNONE
747525103QCOMQUALCOMM INC$662,6400.15%5,967CommonNONE
58933Y105MRKMERCK & CO INC$623,5690.15%6,057CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$623,3250.15%3,999CommonNONE
G02602103DOXAMDOCS LTD$613,2290.14%7,258CommonNONE
456788108INFYINFOSYS LTD$611,0880.14%35,715CommonNONE
494368103KMBKIMBERLY-CLARK CORP$600,8670.14%4,972CommonNONE
370334104GISGENERAL MLS INC$594,4680.14%9,290CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$579,3970.13%1,654CommonNONE
717081103PFEPFIZER INC$575,4480.13%17,348CommonNONE
46432F842IEFAISHARES TR$574,7680.13%8,932CommonNONE
458140100INTCINTEL CORP$573,0040.13%16,118CommonNONE
464287150ITOTISHARES TR$563,5070.13%5,983CommonNONE
002824100ABTABBOTT LABS$563,2150.13%5,815CommonNONE
46434V621DGROISHARES TR$512,9330.12%10,356CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$474,2580.11%3,380CommonNONE
571903202MARMARRIOTT INTL INC NEW$452,6780.11%2,303CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$449,5630.10%8,904CommonNONE
366651107ITGARTNER INC$445,3530.10%1,296CommonNONE
855244109SBUXSTARBUCKS CORP$439,8290.10%4,819CommonNONE
37954Y889CATHGLOBAL X FDS$439,4630.10%8,403CommonNONE
194162103CLCOLGATE PALMOLIVE CO$423,9790.10%5,962CommonNONE
02209S103MOALTRIA GROUP INC$403,0920.09%9,586CommonNONE
023135106AMZNAMAZON COM INC$373,4810.09%2,938CommonNONE
34959E109FTNTFORTINET INC$363,5820.08%6,196CommonNONE
904767704UNILEVER PLC$356,4210.08%7,215CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$356,2460.08%704CommonNONE
375558103GILDGILEAD SCIENCES INC$352,2180.08%4,700CommonNONE
742718109PGPROCTER AND GAMBLE CO$348,2870.08%2,388CommonNONE
055622104BPBP PLC$324,2420.08%8,374CommonNONE
46434G103IEMGISHARES INC$315,5830.07%6,631CommonNONE
78468R796SPYXSPDR SER TR$302,1510.07%8,700CommonNONE
88160R101TSLATESLA INC$283,4440.07%1,133CommonNONE
46435G326IDEVISHARES TR$275,7230.06%4,731CommonNONE
46436E569XVVISHARES TR$273,8580.06%8,445CommonNONE
292218104EIGEMPLOYERS HLDGS INC$272,5390.06%6,822CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$269,0680.06%8,302CommonNONE
922908751VBVANGUARD INDEX FDS$258,7560.06%1,369CommonNONE
452308109ITWILLINOIS TOOL WKS INC$257,0260.06%1,116CommonNONE
438516106HONHONEYWELL INTL INC$249,7690.06%1,352CommonNONE
78463V107GLDSPDR GOLD TR$243,1170.06%1,418CommonNONE
902973304USBUS BANCORP DEL$235,9000.05%7,135CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$235,0960.05%76CommonNONE
37733W204GSKGSK PLC$231,6020.05%6,389CommonNONE
040413106ANETEURARISTA NETWORKS INC$229,1770.05%1,246CommonNONE
02079K107GOOGALPHABET INC$227,0230.05%1,722CommonNONE
118440106BKEBUCKLE INC$223,7130.05%6,700CommonNONE
46428Q109SLVISHARES SILVER TR$218,8590.05%10,760CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.