MondegarAI
Human Investing LLC

Q2 2024 · 13F-HR

Human Investing LLCholdings as filed

Filed 2024-07-17 · accession 0001767513-24-000004

$514.4M
Reported value
93
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$135.9M26.4%271,787CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$51.6M10.0%1,044,383CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$28.0M5.44%153,173CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$27.7M5.39%233,869CommonNONE
464287507IJHISHARES TR$27.1M5.26%462,715CommonNONE
921937827BSVVANGUARD BD INDEX FDS$26.7M5.18%347,654CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$22.3M4.34%458,552CommonNONE
464287200IVVISHARES TR$21.0M4.09%38,443CommonNONE
921937819BIVVANGUARD BD INDEX FDS$14.7M2.85%196,004CommonNONE
464287804IJRISHARES TR$14.1M2.74%132,370CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$13.6M2.65%234,805CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$13.5M2.63%309,391CommonNONE
921910733ESGVVANGUARD WORLD FD$12.3M2.38%126,864CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$10.7M2.08%156,149CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$10.4M2.01%127,403CommonNONE
922908769VTIVANGUARD INDEX FDS$5.8M1.12%21,530CommonNONE
11135F101AVGOBROADCOM INC$4.9M0.94%3,023CommonNONE
922908553VNQVANGUARD INDEX FDS$4.2M0.81%49,554CommonNONE
921937835BNDVANGUARD BD INDEX FDS$3.8M0.74%52,753CommonSOLE
921910725VSGXVANGUARD WORLD FD$3.7M0.73%65,185CommonNONE
037833100AAPLAPPLE INC$3.5M0.68%16,538CommonNONE
670100205NVONOVO-NORDISK A S$3.3M0.65%23,290CommonNONE
594918104MSFTMICROSOFT CORP$3.3M0.64%7,393CommonNONE
921910691VCEBVANGUARD WORLD FD$3.2M0.62%51,755CommonNONE
922908637VVVANGUARD INDEX FDS$3.2M0.62%12,790CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$2.6M0.50%44,400CommonNONE
532457108LLYELI LILLY & CO$2.5M0.49%2,762CommonNONE
654106103NKENIKE INC$2.4M0.46%31,631CommonNONE
00287Y109ABBVABBVIE INC$2.3M0.46%13,648CommonNONE
093671105HRBBLOCK H & R INC$2.3M0.45%42,944CommonNONE
921909768VXUSVANGUARD STAR FDS$1.7M0.33%27,867CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.5M0.29%23,507CommonNONE
031162100AMGNAMGEN INC$1.5M0.29%4,748CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$1.2M0.24%2CommonNONE
437076102HDHOME DEPOT INC$1.2M0.24%3,550CommonNONE
464288158SUBISHARES TR$1.1M0.21%10,416CommonNONE
02079K305GOOGLALPHABET INC$1.1M0.21%5,821CommonNONE
747525103QCOMQUALCOMM INC$981,2610.19%4,927CommonNONE
882508104TXNTEXAS INSTRS INC$933,6080.18%4,799CommonNONE
921937793BLVVANGUARD BD INDEX FDS$914,3110.18%13,008CommonNONE
40434L105HPQHP INC$825,4230.16%23,570CommonNONE
922907746VTEBVANGUARD MUN BD FDS$802,3040.16%16,011CommonNONE
464287150ITOTISHARES TR$765,9800.15%6,448CommonNONE
704326107PAYXPAYCHEX INC$694,5130.14%5,858CommonNONE
58933Y105MRKMERCK & CO INC$689,5660.13%5,570CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$685,4580.13%1,685CommonNONE
478160104JNJJOHNSON & JOHNSON$678,8740.13%4,645CommonNONE
46432F842IEFAISHARES TR$667,9570.13%9,195CommonNONE
580135101MCDMCDONALDS CORP$656,7250.13%2,577CommonNONE
023135106AMZNAMAZON COM INC$597,5330.12%3,092CommonNONE
46435G326IDEVISHARES TR$590,8040.11%9,001CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$580,5310.11%1,913CommonNONE
46434V621DGROISHARES TR$579,4160.11%10,058CommonNONE
46434G103IEMGISHARES INC$516,6930.10%9,652CommonNONE
37954Y889CATHGLOBAL X FDS$502,4440.10%7,683CommonNONE
718172109PMPHILIP MORRIS INTL INC$497,3280.10%4,908CommonNONE
456788108INFYINFOSYS LTD$495,1100.10%26,590CommonNONE
G02602103DOXAMDOCS LTD$476,4410.09%6,037CommonNONE
002824100ABTABBOTT LABS$462,9530.09%4,455CommonNONE
808524847SCHHSCHWAB STRATEGIC TR$462,3550.09%23,152CommonSOLE
458140100INTCINTEL CORP$449,1710.09%14,503CommonNONE
46436E569XVVISHARES TR$424,1780.08%10,087CommonNONE
494368103KMBKIMBERLY-CLARK CORP$408,9340.08%2,959CommonNONE
922908751VBVANGUARD INDEX FDS$394,1560.08%1,808CommonNONE
370334104GISGENERAL MLS INC$391,7060.08%6,192CommonNONE
78468R796SPYXSPDR SER TR$388,0200.08%8,700CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$361,0020.07%653CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$356,4950.07%2,605CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$339,5010.07%1,963CommonNONE
194162103CLCOLGATE PALMOLIVE CO$338,2130.07%3,485CommonNONE
46429B663HDVISHARES TR$332,2420.06%3,057CommonNONE
02079K107GOOGALPHABET INC$330,3070.06%1,801CommonNONE
742718109PGPROCTER AND GAMBLE CO$308,3700.06%1,870CommonNONE
78463V107GLDSPDR GOLD TR$302,3050.06%1,406CommonNONE
46435G524IGROISHARES TR$291,1460.06%4,320CommonNONE
902973304USBUS BANCORP DEL$289,4360.06%7,291CommonNONE
17275R102CSCOCISCO SYS INC$274,6560.05%5,781CommonNONE
464287721IYWISHARES TR$260,6660.05%1,732CommonNONE
904767704UNILEVER PLC$257,6840.05%4,686CommonNONE
68389X105ORCLORACLE CORP$253,6010.05%1,796CommonNONE
040413106ANETEURARISTA NETWORKS INC$249,1920.05%711CommonNONE
46428Q109SLVISHARES SILVER TR$249,0150.05%9,372CommonNONE
855244109SBUXSTARBUCKS CORP$245,6160.05%3,155CommonNONE
464287309IVWISHARES TR$235,0520.05%2,540CommonNONE
45867G101IDCCINTERDIGITAL INC$233,1200.05%2,000CommonNONE
375558103GILDGILEAD SCIENCES INC$224,2180.04%3,268CommonNONE
46090E103QQQINVESCO QQQ TR$221,8280.04%463CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$218,5890.04%2,809CommonSOLE
94106L109WMWASTE MGMT INC DEL$214,6210.04%1,006CommonNONE
292218104EIGEMPLOYERS HLDGS INC$213,8330.04%5,016CommonNONE
464287408IVEISHARES TR$209,1300.04%1,149CommonNONE
88160R101TSLATESLA INC$206,2610.04%1,042CommonNONE
46435G193SUSCISHARES TR$8,0180.00%353CommonNONE

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.