Human Investing LLC
- SEC CIK
- 0001767513
- Latest filing
- Jul 21, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 2, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 105
- −200 vs. Q1 2021
- Portfolio value
- $410.7M
- +$18.2M (+4.6%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 212,759 | $83.7M | 20.4% | +212,759 | New | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 634,981 | $32.7M | 8.0% | +42,506+7.2% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 401,792 | $22.9M | 5.6% | +1,854+0.5% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 254,997 | $21.0M | 5.1% | +11,090+4.5% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 75,046 | $20.2M | 4.9% | +4,126+5.8% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 46,711 | $20.1M | 4.9% | −179,185−79.3% | Reduced | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 151,253 | $13.6M | 3.3% | +1,278+0.9% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 95,362 | $10.8M | 2.6% | +4,601+5.1% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 184,104 | $10.2M | 2.5% | +13,434+7.9% | Added | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 97,210 | $10.0M | 2.4% | +1,393+1.5% | Added | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 114,896 | $8.60M | 2.1% | +635+0.6% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 148,682 | $8.07M | 2.0% | +11,035+8.0% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 65,219 | $6.83M | 1.7% | −2,596−3.8% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 43,771 | $6.78M | 1.6% | −389−0.9% | Reduced | – |
| iShares Tr464287150 | CORE S&P TTL STK | 55,361 | $5.47M | 1.3% | +2,994+5.7% | Added | – |
| NKENIKE, Inc. | Stock | 27,914 | $4.31M | 1.0% | −347−1.2% | Reduced | History |
| Vanguard World FD921910733 | ESG US STK ETF | 49,752 | $3.98M | 1.0% | +3,221+6.9% | Added | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 55,166 | $3.54M | 0.9% | +963+1.8% | Added | – |
| ABBVAbbVie Inc. | Stock | 31,356 | $3.53M | 0.9% | +214+0.7% | Added | History |
| AAPLApple Inc. | Stock | 23,499 | $3.22M | 0.8% | −1,091−4.4% | Reduced | History |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 46,881 | $3.19M | 0.8% | −3,236−6.5% | Reduced | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 35,930 | $3.14M | 0.8% | −1,714−4.6% | Reduced | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 26,936 | $3.11M | 0.8% | +2,517+10.3% | Added | – |
| AVGOBroadcom Inc. | Stock | 6,073 | $2.90M | 0.7% | −263−4.2% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 13,907 | $2.67M | 0.7% | +59+0.4% | Added | History |
| HDHome Depot, Inc. | Stock | 7,938 | $2.53M | 0.6% | +80+1.0% | Added | History |
| NVONovo Nordisk A S | ADR | 29,688 | $2.49M | 0.6% | −321−1.1% | Reduced | History |
| HRBH&R Block Inc | COM | 103,229 | $2.42M | 0.6% | −11,243−9.8% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 11,181 | $2.33M | 0.6% | +210+1.9% | Added | History |
| INTCIntel Corp | Stock | 40,156 | $2.25M | 0.5% | −308−0.8% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 33,310 | $2.23M | 0.5% | +1,155+3.6% | Added | – |
| MSFTMicrosoft Corp | Stock | 7,951 | $2.15M | 0.5% | +492+6.6% | Added | History |
| AMGNAmgen Inc | Stock | 8,350 | $2.04M | 0.5% | +148+1.8% | Added | History |
| PFEPfizer Inc | Stock | 51,415 | $2.01M | 0.5% | +2,425+4.9% | Added | History |
| QCOMQualcomm Inc | Stock | 13,943 | $1.99M | 0.5% | +511+3.8% | Added | History |
| MRKMerck & Co., Inc. | Stock | 24,103 | $1.87M | 0.5% | +1,094+4.8% | Added | History |
| VZVerizon Communications Inc | Stock | 32,271 | $1.81M | 0.4% | +1,909+6.3% | Added | History |
| PMPhilip Morris International Inc. | Stock | 18,118 | $1.80M | 0.4% | +591+3.4% | Added | History |
| MOAltria Group, Inc. | Stock | 34,534 | $1.65M | 0.4% | +954+2.8% | Added | History |
| Vanguard Real Estate ETF922908553 | ETF | 15,855 | $1.61M | 0.4% | −376−2.3% | Reduced | – |
| LLYEli Lilly & Co | Stock | 6,843 | $1.57M | 0.4% | −301−4.2% | Reduced | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 21,222 | $1.56M | 0.4% | +3,653+20.8% | Added | – |
| STXSeagate Technology Holdings plc | ORD SHS | 16,824 | $1.48M | 0.4% | −1,264−7.0% | Reduced | History |
| HPQHP Inc | Stock | 47,118 | $1.42M | 0.3% | −4,133−8.1% | Reduced | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 13,433 | $1.40M | 0.3% | −35,302−72.4% | Reduced | – |
| Vanguard World FD921910691 | ESG US CORP BD | 18,639 | $1.39M | 0.3% | +3,940+26.8% | Added | – |
| INFYInfosys Ltd | SPONSORED ADR | 62,778 | $1.33M | 0.3% | −4,137−6.2% | Reduced | History |
| EIGEmployers Holdings, Inc. | COM | 30,631 | $1.31M | 0.3% | −794−2.5% | Reduced | History |
| ACNAccenture plc | Stock | 4,428 | $1.30M | 0.3% | −248−5.3% | Reduced | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 20,520 | $1.26M | 0.3% | +7,232+54.4% | Added | – |
| CSCOCisco Systems, Inc. | Stock | 23,324 | $1.24M | 0.3% | −447−1.9% | Reduced | History |
| MCOMoodys Corp | Stock | 3,403 | $1.23M | 0.3% | −96−2.7% | Reduced | History |
| PAYXPaychex Inc | Stock | 11,440 | $1.23M | 0.3% | −583−4.8% | Reduced | History |
| JNJJohnson & Johnson | Stock | 7,447 | $1.23M | 0.3% | −219−2.9% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 8,278 | $1.21M | 0.3% | −112−1.3% | Reduced | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 11,765 | $1.21M | 0.3% | −518−4.2% | Reduced | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 17,647 | $1.20M | 0.3% | +4,452+33.7% | Added | – |
| MCDMcDonalds Corp | Stock | 5,172 | $1.20M | 0.3% | −113−2.1% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 17,823 | $1.19M | 0.3% | −257−1.4% | Reduced | History |
| EMREmerson Electric Co | Stock | 12,299 | $1.18M | 0.3% | −871−6.6% | Reduced | History |
| MZTIMarzetti Co | COM | 6,115 | $1.18M | 0.3% | −236−3.7% | Reduced | History |
| ALLAllstate Corp | Stock | 9,042 | $1.18M | 0.3% | −285−3.1% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 16,845 | $1.16M | 0.3% | −133−0.8% | Reduced | History |
| FCXFreeport-McMoran Inc | Stock | 31,051 | $1.15M | 0.3% | +1,560+5.3% | Added | History |
| DOXAmdocs Ltd | SHS | 14,861 | $1.15M | 0.3% | −474−3.1% | Reduced | History |
| MEDMedifast Inc | COM | 4,053 | $1.15M | 0.3% | −2,095−34.1% | Reduced | History |
| MMM3M Co | Stock | 5,630 | $1.12M | 0.3% | −207−3.5% | Reduced | History |
| BHPBHP Group Ltd | ADR | 15,187 | $1.11M | 0.3% | −166−1.1% | Reduced | History |
| NBHCNational Bank Holdings Corp | CL A | 29,313 | $1.11M | 0.3% | −267−0.9% | Reduced | History |
| NUENucor Corp | COM | 11,081 | $1.06M | 0.3% | +11,081 | New | History |
| PINCPremier, Inc. | CL A | 30,563 | $1.06M | 0.3% | −188−0.6% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 4,445 | $1.06M | 0.3% | −1,241−21.8% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 17,912 | $1.05M | 0.3% | −329−1.8% | Reduced | History |
| CLColgate Palmolive Co | Stock | 12,634 | $1.03M | 0.3% | −363−2.8% | Reduced | History |
| ABTAbbott Laboratories | Stock | 8,762 | $1.02M | 0.2% | −300−3.3% | Reduced | History |
| OMFOneMain Holdings, Inc. | COM | 16,930 | $1.01M | 0.2% | +16,930 | New | History |
| KMBKimberly Clark Corp | Stock | 7,573 | $1.01M | 0.2% | −81−1.1% | Reduced | History |
| UPBDUpbound Group, Inc. | COM | 18,898 | $1.00M | 0.2% | +567+3.1% | Added | History |
| OGSONE Gas, Inc. | COM | 13,383 | $992.0K | 0.2% | −161−1.2% | Reduced | History |
| ITGartner Inc | COM | 4,028 | $976.0K | 0.2% | +4,028 | New | History |
| FMCFMC Corp | COM NEW | 8,803 | $952.0K | 0.2% | −155−1.7% | Reduced | History |
| LOWLowes Companies Inc | Stock | 4,897 | $950.0K | 0.2% | +347+7.6% | Added | History |
| DFSDiscover Financial Services | COM | 7,936 | $939.0K | 0.2% | +7,674+2,929.0% | Added | History |
| STRAStrategic Education, Inc. | COM | 12,257 | $932.0K | 0.2% | +12,257 | New | History |
| GISGeneral Mills Inc | Stock | 15,254 | $929.0K | 0.2% | −398−2.5% | Reduced | History |
| GSKGSK plc | SPONSORED ADR | 23,144 | $922.0K | 0.2% | −344−1.5% | Reduced | History |
| TAT&T Inc. | Stock | 31,773 | $914.0K | 0.2% | −130−0.4% | Reduced | History |
| EXPDExpeditors International of Washington Inc | COM | 7,188 | $910.0K | 0.2% | +7,188 | New | History |
| LRCXLam Research Corp | COM | 1,394 | $907.0K | 0.2% | +1,242+817.1% | Added | History |
| KKellanova | Stock | 14,017 | $902.0K | 0.2% | −221−1.6% | Reduced | History |
| VIRTVirtu Financial, Inc. | CL A | 32,209 | $890.0K | 0.2% | −274−0.8% | Reduced | History |
| TPRTapestry, Inc. | COM | 19,906 | $866.0K | 0.2% | −8,519−30.0% | Reduced | History |
| HRLHormel Foods Corp | COM | 17,971 | $858.0K | 0.2% | +179+1.0% | Added | History |
| CLXClorox Co | Stock | 4,627 | $832.0K | 0.2% | −28−0.6% | Reduced | History |
| Schwab International Equity ETF808524805 | ETF | 17,009 | $671.0K | 0.2% | −29,301−63.3% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 257 | $628.0K | 0.2% | −4−1.5% | Reduced | History |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 5,683 | $498.0K | 0.1% | +1,252+28.3% | Added | – |
| TSLATesla, Inc. | Stock | 719 | $489.0K | 0.1% | −153−17.5% | Reduced | History |
| USBUS Bancorp DE | COM NEW | 7,937 | $452.0K | 0.1% | −747−8.6% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 130 | $447.0K | 0.1% | −23−15.0% | Reduced | History |
Sold out since Q1 2021 (206)
Positions held at the end of Q1 2021 that are gone from this filing.
The largest 100 of 206 by value last quarter.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| Nic Inc62914B100 | COM | 33,935 | $1.15M | 0.3% | – |
| AMATApplied Materials Inc | Stock | 7,977 | $1.07M | 0.3% | History |
| NEMNEWMONT Corp | Stock | 15,639 | $943.0K | 0.2% | History |
| HOLXHologic Inc | COM | 11,482 | $854.0K | 0.2% | History |
| SWKSSkyworks Solutions, Inc. | Stock | 4,286 | $786.0K | 0.2% | History |
| ETSYEtsy Inc | COM | 3,616 | $729.0K | 0.2% | History |
| ENPHEnphase Energy, Inc. | Stock | 4,096 | $664.0K | 0.2% | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 13,530 | $430.0K | 0.1% | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 4,061 | $405.0K | 0.1% | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 3,104 | $300.0K | 0.1% | – |
| AEPAmerican Electric Power Co Inc | Stock | 2,295 | $194.0K | <0.1% | History |
| CATCaterpillar Inc | Stock | 821 | $190.0K | <0.1% | History |
| BACBank of America Corp | Stock | 4,694 | $182.0K | <0.1% | History |
| LMTLockheed Martin Corp | Stock | 465 | $172.0K | <0.1% | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,858 | $160.0K | <0.1% | – |
| COFCapital One Financial Corp | Stock | 1,246 | $159.0K | <0.1% | History |
| BABAAlibaba Group Holding Ltd | ADR | 686 | $156.0K | <0.1% | History |
| NFLXNetflix Inc | Stock | 297 | $155.0K | <0.1% | History |
| iShares Tr464287721 | U.S. TECH ETF | 1,732 | $152.0K | <0.1% | – |
| GENGen Digital Inc. | Stock | 7,070 | $150.0K | <0.1% | History |
| PEPPepsiCo Inc | Stock | 984 | $139.0K | <0.1% | History |
| GOOGAlphabet Inc. | Stock | 61 | $126.0K | <0.1% | History |
| COLMColumbia Sportswear Co | COM | 1,188 | $125.0K | <0.1% | History |
| UNPUnion Pacific Corp | Stock | 545 | $120.0K | <0.1% | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 2,411 | $120.0K | <0.1% | History |
| UNHUnitedHealth Group Inc | Stock | 312 | $116.0K | <0.1% | History |
| URIUnited Rentals, Inc. | COM | 340 | $112.0K | <0.1% | History |
| MAMastercard Inc | Stock | 308 | $110.0K | <0.1% | History |
| DEDeere & Co | Stock | 293 | $110.0K | <0.1% | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 1,947 | $105.0K | <0.1% | – |
| PGProcter & Gamble Co | Stock | 772 | $104.0K | <0.1% | History |
| SPGIS&P Global Inc. | Stock | 292 | $103.0K | <0.1% | History |
| PNCPNC Financial Services Group, Inc. | Stock | 585 | $103.0K | <0.1% | History |
| NTESNetEase, Inc. | SPONSORED ADS | 999 | $103.0K | <0.1% | History |
| VVisa Inc. | Stock | 474 | $100.0K | <0.1% | History |
| METAMeta Platforms, Inc. | Stock | 341 | $100.0K | <0.1% | History |
| GMGeneral Motors Co | COM | 1,710 | $98.0K | <0.1% | History |
| EBAYeBay Inc | COM | 1,551 | $95.0K | <0.1% | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 437 | $94.0K | <0.1% | – |
| ELEstee Lauder Companies Inc | CL A | 323 | $94.0K | <0.1% | History |
| ELVElevance Health, Inc. | Stock | 253 | $91.0K | <0.1% | History |
| CMCSAComcast Corp | Stock | 1,641 | $89.0K | <0.1% | History |
| ORCLOracle Corp | Stock | 1,178 | $83.0K | <0.1% | History |
| MCKMcKesson Corp | Stock | 419 | $82.0K | <0.1% | History |
| ATVIActivision Blizzard, Inc. | COM | 780 | $73.0K | <0.1% | History |
| RTXRTX Corp | Stock | 933 | $72.0K | <0.1% | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 147 | $70.0K | <0.1% | History |
| ACHAccendra Health Inc | Stock | 1,832 | $69.0K | <0.1% | History |
| DISWalt Disney Co | Stock | 348 | $64.0K | <0.1% | History |
| BIDUBaidu, Inc. | ADR | 284 | $62.0K | <0.1% | History |
| PPGPPG Industries Inc | Stock | 400 | $60.0K | <0.1% | History |
| FDXFedEx Corp | Stock | 212 | $60.0K | <0.1% | History |
| JPMJPMorgan Chase & Co | Stock | 388 | $59.0K | <0.1% | History |
| VERVEREIT, Inc. | COM | 1,442 | $56.0K | <0.1% | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 260 | $54.0K | <0.1% | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 211 | $54.0K | <0.1% | – |
| KLACKLA Corp | COM NEW | 159 | $53.0K | <0.1% | History |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 292 | $52.0K | <0.1% | – |
| ZMZoom Communications, Inc. | Stock | 155 | $50.0K | <0.1% | History |
| BDXBecton Dickinson & Co | Stock | 202 | $49.0K | <0.1% | History |
| SYKStryker Corp | Stock | 200 | $49.0K | <0.1% | History |
| SJMJ M SMUCKER Co | Stock | 375 | $47.0K | <0.1% | History |
| STLDSteel Dynamics Inc | COM | 927 | $47.0K | <0.1% | History |
| MSMorgan Stanley | Stock | 565 | $44.0K | <0.1% | History |
| SLViShares Silver Trust | ETF | 1,908 | $43.0K | <0.1% | History |
| UNMUnum Group | Stock | 1,533 | $43.0K | <0.1% | History |
| XYZBlock, Inc. | CL A | 188 | $43.0K | <0.1% | History |
| ITWIllinois Tool Works Inc | Stock | 189 | $42.0K | <0.1% | History |
| TROWPrice T Rowe Group Inc | Stock | 247 | $42.0K | <0.1% | History |
| KOCoca Cola Co | Stock | 753 | $40.0K | <0.1% | History |
| EIXEdison International | Stock | 686 | $40.0K | <0.1% | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 470 | $40.0K | <0.1% | – |
| GLDSPDR Gold Trust | ETF | 239 | $38.0K | <0.1% | History |
| DUKDuke Energy CORP | Stock | 398 | $38.0K | <0.1% | History |
| CFGCitizens Financial Group Inc | COM | 840 | $37.0K | <0.1% | History |
| HSYHershey Co | COM | 230 | $36.0K | <0.1% | History |
| CTASCintas Corp | Stock | 103 | $35.0K | <0.1% | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 167 | $35.0K | <0.1% | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 261 | $34.0K | <0.1% | – |
| IDAIdacorp Inc | COM | 344 | $34.0K | <0.1% | History |
| NTAPNetApp, Inc. | Stock | 447 | $32.0K | <0.1% | History |
| CMECME Group Inc. | COM | 159 | $32.0K | <0.1% | History |
| ZIONZions Bancorporation, National Association | COM | 552 | $30.0K | <0.1% | History |
| CAHCardinal Health Inc | Stock | 446 | $27.0K | <0.1% | History |
| ISRGIntuitive Surgical Inc | COM NEW | 36 | $27.0K | <0.1% | History |
| NRGNRG Energy, Inc. | Stock | 698 | $26.0K | <0.1% | History |
| XOMExxonMobil Holdings Corp | COM | 461 | $26.0K | <0.1% | History |
| NVDANVIDIA Corp | Stock | 44 | $23.0K | <0.1% | History |
| LULUlululemon athletica inc. | Stock | 75 | $23.0K | <0.1% | History |
| BYNDBeyond Meat, Inc. | COM | 177 | $23.0K | <0.1% | History |
| MELIMercadolibre Inc | COM | 15 | $22.0K | <0.1% | History |
| CHGGChegg, Inc | COM | 251 | $22.0K | <0.1% | History |
| SLFSun Life Financial Inc | COM | 422 | $21.0K | <0.1% | History |
| MDLZMondelez International, Inc. | Stock | 334 | $20.0K | <0.1% | History |
| INTUIntuit Inc. | Stock | 53 | $20.0K | <0.1% | History |
| FIBKFirst Interstate Bancsystem Inc | COM | 432 | $20.0K | <0.1% | History |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 500 | $20.0K | <0.1% | – |
| CSXCSX Corp | Stock | 200 | $19.0K | <0.1% | History |
| BABoeing Co | Stock | 75 | $19.0K | <0.1% | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 116 | $19.0K | <0.1% | – |