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Human Investing LLC

Q1 2024 · 13F-HR

Human Investing LLCholdings as filed

Filed 2024-04-25 · accession 0001767513-24-000003

$497.9M
Reported value
93
Positions
2024-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$128.2M25.8%266,764CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$49.9M10.0%995,477CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$28.4M5.70%234,432CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$27.9M5.61%152,984CommonNONE
464287507IJHISHARES TR$27.3M5.47%448,668CommonNONE
921937827BSVVANGUARD BD INDEX FDS$25.1M5.05%327,696CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$21.1M4.24%429,536CommonNONE
464287200IVVISHARES TR$20.3M4.07%38,552CommonNONE
921937819BIVVANGUARD BD INDEX FDS$13.9M2.79%184,470CommonNONE
464287804IJRISHARES TR$13.8M2.76%124,542CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$12.8M2.56%219,914CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$12.4M2.49%296,447CommonNONE
921910733ESGVVANGUARD WORLD FD$11.8M2.36%126,188CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$10.7M2.14%155,076CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$10.3M2.07%126,238CommonNONE
922908769VTIVANGUARD INDEX FDS$5.5M1.10%21,157CommonNONE
922908553VNQVANGUARD INDEX FDS$4.2M0.85%49,020CommonNONE
11135F101AVGOBROADCOM INC$4.0M0.80%3,023CommonNONE
921937835BNDVANGUARD BD INDEX FDS$3.7M0.75%51,360CommonNONE
654106103NKENIKE INC$3.6M0.72%37,994CommonNONE
921910725VSGXVANGUARD WORLD FD$3.5M0.71%61,397CommonNONE
922908637VVVANGUARD INDEX FDS$3.1M0.63%13,017CommonNONE
921910691VCEBVANGUARD WORLD FD$3.1M0.62%49,475CommonNONE
594918104MSFTMICROSOFT CORP$3.1M0.62%7,321CommonNONE
037833100AAPLAPPLE INC$3.0M0.61%17,751CommonNONE
670100205NVONOVO-NORDISK A S$3.0M0.60%23,290CommonNONE
00287Y109ABBVABBVIE INC$2.7M0.54%14,787CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$2.4M0.49%41,758CommonNONE
093671105HRBBLOCK H & R INC$2.2M0.44%44,551CommonNONE
532457108LLYELI LILLY & CO$2.1M0.43%2,760CommonNONE
921909768VXUSVANGUARD STAR FDS$1.6M0.33%27,286CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.5M0.30%24,415CommonNONE
031162100AMGNAMGEN INC$1.5M0.29%5,118CommonNONE
437076102HDHOME DEPOT INC$1.4M0.28%3,612CommonNONE
464288158SUBISHARES TR$1.3M0.27%12,606CommonNONE
922907746VTEBVANGUARD MUN BD FDS$973,1920.20%19,233CommonNONE
921937793BLVVANGUARD BD INDEX FDS$934,2970.19%12,917CommonNONE
02079K305GOOGLALPHABET INC$888,9610.18%5,890CommonNONE
882508104TXNTEXAS INSTRS INC$852,6360.17%4,894CommonNONE
747525103QCOMQUALCOMM INC$844,3840.17%4,988CommonNONE
580135101MCDMCDONALDS CORP$835,4200.17%2,963CommonNONE
478160104JNJJOHNSON & JOHNSON$817,6420.16%5,169CommonNONE
40434L105HPQHP INC$753,3560.15%24,929CommonNONE
58933Y105MRKMERCK & CO INC$739,9760.15%5,608CommonNONE
704326107PAYXPAYCHEX INC$738,1390.15%6,011CommonNONE
464287150ITOTISHARES TR$728,2750.15%6,316CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$724,5370.15%2,090CommonNONE
458140100INTCINTEL CORP$668,8400.13%15,142CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$656,0120.13%1,560CommonNONE
G02602103DOXAMDOCS LTD$618,9450.12%6,849CommonNONE
46432F842IEFAISHARES TR$609,6280.12%8,214CommonNONE
46435G326IDEVISHARES TR$580,6770.12%8,651CommonNONE
46434V621DGROISHARES TR$579,5730.12%9,982CommonNONE
718172109PMPHILIP MORRIS INTL INC$554,2100.11%6,049CommonNONE
023135106AMZNAMAZON COM INC$553,4100.11%3,068CommonNONE
002824100ABTABBOTT LABS$535,2620.11%4,709CommonNONE
456788108INFYINFOSYS LTD$520,7810.10%29,045CommonNONE
37954Y889CATHGLOBAL X FDS$511,9600.10%8,045CommonNONE
46434G103IEMGISHARES INC$494,7430.10%9,588CommonNONE
571903202MARMARRIOTT INTL INC NEW$484,1830.10%1,919CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$481,2200.10%2,520CommonNONE
370334104GISGENERAL MLS INC$475,3070.10%6,793CommonNONE
17275R102CSCOCISCO SYS INC$475,2640.10%9,522CommonNONE
494368103KMBKIMBERLY-CLARK CORP$458,6760.09%3,546CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$457,3350.09%3,077CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$411,7720.08%20,285CommonNONE
46436E569XVVISHARES TR$406,9780.08%10,101CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$379,9990.08%654CommonNONE
78468R796SPYXSPDR SER TR$372,3600.07%8,700CommonNONE
194162103CLCOLGATE PALMOLIVE CO$361,8470.07%4,018CommonNONE
855244109SBUXSTARBUCKS CORP$343,8990.07%3,763CommonNONE
46429B663HDVISHARES TR$335,8230.07%3,047CommonNONE
742718109PGPROCTER AND GAMBLE CO$335,1780.07%2,066CommonNONE
922908751VBVANGUARD INDEX FDS$327,0660.07%1,431CommonNONE
902973304USBUS BANCORP DEL$324,7270.07%7,265CommonNONE
78463V107GLDSPDR GOLD TR$289,2430.06%1,406CommonNONE
46435G524IGROISHARES TR$289,0600.06%4,291CommonNONE
375558103GILDGILEAD SCIENCES INC$274,4680.06%3,747CommonNONE
292218104EIGEMPLOYERS HLDGS INC$268,6190.05%5,918CommonNONE
02079K107GOOGALPHABET INC$262,1650.05%1,722CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$253,9600.05%4,683CommonNONE
904767704UNILEVER PLC$240,9630.05%4,801CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$237,7400.05%2,921CommonNONE
464287721IYWISHARES TR$233,9240.05%1,732CommonNONE
68389X105ORCLORACLE CORP$225,6010.05%1,796CommonNONE
040413106ANETEURARISTA NETWORKS INC$222,1250.04%766CommonNONE
464287408IVEISHARES TR$214,6450.04%1,149CommonNONE
464287309IVWISHARES TR$214,4780.04%2,540CommonNONE
94106L109WMWASTE MGMT INC DEL$214,4290.04%1,006CommonNONE
46428Q109SLVISHARES SILVER TR$213,2130.04%9,372CommonNONE
45867G101IDCCINTERDIGITAL INC$212,9200.04%2,000CommonNONE
149123101CATCATERPILLAR INC$210,3490.04%574CommonNONE
615369105MCOMOODYS CORP$204,9850.04%522CommonNONE

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.