Human Investing LLC
- SEC CIK
- 0001767513
- Latest filing
- Jul 21, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 7, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 99
- 0 vs. Q1 2023
- Portfolio value
- $438.2M
- +$26.3M (+6.4%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 256,310 | $104.4M | 23.8% | +8,136+3.3% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 936,121 | $43.2M | 9.9% | +24,875+2.7% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 153,710 | $25.0M | 5.7% | +9,063+6.3% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 320,812 | $24.2M | 5.5% | +7,586+2.4% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 221,400 | $23.5M | 5.4% | +10,139+4.8% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 86,051 | $22.5M | 5.1% | +4,399+5.4% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 401,531 | $19.6M | 4.5% | +9,606+2.5% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 40,423 | $18.0M | 4.1% | +1,710+4.4% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 179,686 | $13.5M | 3.1% | +5,274+3.0% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 119,132 | $11.9M | 2.7% | +7,475+6.7% | Added | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 200,147 | $11.6M | 2.6% | +3,144+1.6% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 266,884 | $10.9M | 2.5% | +13,433+5.3% | Added | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 155,558 | $9.83M | 2.2% | +7,255+4.9% | Added | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 129,617 | $9.73M | 2.2% | +5,821+4.7% | Added | – |
| Vanguard World FD921910733 | ESG US STK ETF | 103,763 | $8.13M | 1.9% | +3,358+3.3% | Added | – |
| AAPLApple Inc. | Stock | 24,272 | $4.71M | 1.1% | +1,581+7.0% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 20,861 | $4.60M | 1.0% | +254+1.2% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 51,334 | $4.29M | 1.0% | +5,095+11.0% | Added | – |
| NKENIKE, Inc. | Stock | 38,789 | $4.28M | 1.0% | +786+2.1% | Added | History |
| Vanguard World FD921910725 | ESG INTL STK ETF | 63,195 | $3.36M | 0.8% | +1,777+2.9% | Added | – |
| AVGOBroadcom Inc. | Stock | 3,663 | $3.18M | 0.7% | −683−15.7% | Reduced | History |
| Vanguard World FD921910691 | ESG US CORP BD | 38,032 | $2.36M | 0.5% | +1,393+3.8% | Added | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 11,232 | $2.28M | 0.5% | +30+0.3% | Added | – |
| MSFTMicrosoft Corp | Stock | 6,451 | $2.20M | 0.5% | +60+0.9% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 30,170 | $2.19M | 0.5% | +945+3.2% | Added | – |
| ABBVAbbVie Inc. | Stock | 15,529 | $2.09M | 0.5% | −2,920−15.8% | Reduced | History |
| NVONovo Nordisk A S | ADR | 12,766 | $2.07M | 0.5% | −366−2.8% | Reduced | History |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 32,708 | $1.92M | 0.4% | +1,386+4.4% | Added | – |
| HRBH&R Block Inc | COM | 51,751 | $1.65M | 0.4% | −1,497−2.8% | Reduced | History |
| LLYEli Lilly & Co | Stock | 3,211 | $1.51M | 0.3% | −179−5.3% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 25,121 | $1.41M | 0.3% | +436+1.8% | Added | – |
| HDHome Depot, Inc. | Stock | 4,476 | $1.39M | 0.3% | −157−3.4% | Reduced | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 25,298 | $1.32M | 0.3% | −212−0.8% | Reduced | – |
| MRKMerck & Co., Inc. | Stock | 11,447 | $1.32M | 0.3% | −3,817−25.0% | Reduced | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 11,586 | $1.21M | 0.3% | +622+5.7% | Added | – |
| JNJJohnson & Johnson | Stock | 6,964 | $1.15M | 0.3% | +872+14.3% | Added | History |
| TXNTexas Instruments Inc | Stock | 6,005 | $1.08M | 0.2% | −2,666−30.7% | Reduced | History |
| AMGNAmgen Inc | Stock | 4,809 | $1.07M | 0.2% | −332−6.5% | Reduced | History |
| MCDMcDonalds Corp | Stock | 3,576 | $1.07M | 0.2% | −508−12.4% | Reduced | History |
| HPQHP Inc | Stock | 31,316 | $961.7K | 0.2% | −2,048−6.1% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 14,941 | $955.5K | 0.2% | +1,852+14.1% | Added | History |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 11,104 | $831.9K | 0.2% | +802+7.8% | Added | – |
| PAYXPaychex Inc | Stock | 7,436 | $831.9K | 0.2% | −438−5.6% | Reduced | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 16,418 | $824.5K | 0.2% | −15−0.1% | Reduced | – |
| ACNAccenture plc | Stock | 2,475 | $763.8K | 0.2% | −154−5.9% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 4,257 | $763.0K | 0.2% | −401−8.6% | Reduced | History |
| PMPhilip Morris International Inc. | Stock | 7,788 | $760.3K | 0.2% | −1,021−11.6% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 14,505 | $750.5K | 0.2% | +2,837+24.3% | Added | History |
| DOXAmdocs Ltd | SHS | 7,550 | $746.3K | 0.2% | −840−10.0% | Reduced | History |
| KMBKimberly Clark Corp | Stock | 5,403 | $746.0K | 0.2% | +909+20.2% | Added | History |
| QCOMQualcomm Inc | Stock | 6,211 | $739.3K | 0.2% | −222−3.5% | Reduced | History |
| GISGeneral Mills Inc | Stock | 9,615 | $737.5K | 0.2% | −538−5.3% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 6,142 | $735.2K | 0.2% | +232+3.9% | Added | History |
| iShares Core High Dividend ETF46429B663 | ETF | 6,943 | $699.8K | 0.2% | +6,943 | New | – |
| PFEPfizer Inc | Stock | 19,055 | $698.9K | 0.2% | −8,478−30.8% | Reduced | History |
| ABTAbbott Laboratories | Stock | 6,023 | $656.7K | 0.1% | −355−5.6% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,334 | $630.0K | 0.1% | +2,337+33.4% | Added | – |
| iShares Tr464287150 | CORE S&P TTL STK | 6,205 | $607.1K | 0.1% | −192−3.0% | Reduced | – |
| INFYInfosys Ltd | SPONSORED ADR | 37,315 | $599.7K | 0.1% | −2,393−6.0% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,654 | $564.0K | 0.1% | +403+32.2% | Added | History |
| INTCIntel Corp | Stock | 16,176 | $540.9K | 0.1% | −264−1.6% | Reduced | History |
| CLColgate Palmolive Co | Stock | 6,701 | $516.3K | 0.1% | −802−10.7% | Reduced | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 9,945 | $512.5K | 0.1% | −2,825−22.1% | Reduced | – |
| IBMInternational Business Machines Corp | Stock | 3,777 | $505.4K | 0.1% | −487−11.4% | Reduced | History |
| ITGartner Inc | COM | 1,412 | $494.7K | 0.1% | −136−8.8% | Reduced | History |
| FTNTFortinet, Inc. | Stock | 6,449 | $487.5K | 0.1% | −1,788−21.7% | Reduced | History |
| MOAltria Group, Inc. | Stock | 10,722 | $485.7K | 0.1% | −1,983−15.6% | Reduced | History |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 8,650 | $470.9K | 0.1% | +4,460+106.4% | Added | – |
| Schwab US Tips ETF808524870 | ETF | 8,904 | $466.8K | 0.1% | +1,008+12.8% | Added | – |
| MARMarriott International Inc | Stock | 2,428 | $446.0K | 0.1% | −243−9.1% | Reduced | History |
| SBUXStarbucks Corp | Stock | 4,287 | $424.7K | 0.1% | −160−3.6% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 7,642 | $398.4K | 0.1% | −771−9.2% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 5,142 | $396.3K | 0.1% | −1,092−17.5% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 3,038 | $396.0K | 0.1% | +318+11.7% | Added | History |
| VZVerizon Communications Inc | Stock | 10,245 | $381.0K | 0.1% | −544−5.0% | Reduced | History |
| ITWIllinois Tool Works Inc | Stock | 1,303 | $325.9K | 0.1% | −141−9.8% | Reduced | History |
| TSLATesla, Inc. | Stock | 1,228 | $321.4K | 0.1% | +11+0.9% | Added | History |
| BPBP PLC | ADR | 9,049 | $319.3K | 0.1% | −2,172−19.4% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,295 | $310.3K | 0.1% | +618+10.9% | Added | – |
| iShares Tr46435G326 | CORE MSCI INTL | 4,715 | $288.2K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr46436E569 | ESG SELECT SCRE | 8,444 | $285.5K | 0.1% | +572+7.3% | Added | – |
| EIGEmployers Holdings, Inc. | COM | 7,113 | $266.1K | 0.1% | −341−4.6% | Reduced | History |
| LWLamb Weston Holdings, Inc. | Stock | 2,279 | $262.0K | 0.1% | −529−18.8% | Reduced | History |
| BKEBuckle Inc | COM | 7,514 | $260.0K | 0.1% | −3,371−31.0% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 1,418 | $252.8K | 0.1% | 00.0% | Unchanged | History |
| GSKGSK plc | ADR | 6,964 | $248.2K | 0.1% | −935−11.8% | Reduced | History |
| BKNGBooking Holdings Inc. | Stock | 90 | $243.7K | 0.1% | −15−14.3% | Reduced | History |
| KKellanova | Stock | 3,565 | $240.3K | 0.1% | −503−12.4% | Reduced | History |
| USBUS Bancorp DE | COM NEW | 7,135 | $235.8K | 0.1% | +14+0.2% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 892 | $228.0K | 0.1% | +892 | New | History |
| PGProcter & Gamble Co | Stock | 1,502 | $227.9K | 0.1% | +1,502 | New | History |
| ANETArista Networks, Inc. | COM | 1,404 | $227.5K | 0.1% | −435−23.7% | Reduced | History |
| SLViShares Silver Trust | ETF | 10,760 | $224.8K | 0.1% | 00.0% | Unchanged | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 2,092 | $217.0K | <0.1% | +2,092 | New | History |
| ORCLOracle Corp | Stock | 1,796 | $213.9K | <0.1% | +1,796 | New | History |
| XOMExxonMobil Holdings Corp | COM | 1,978 | $212.1K | <0.1% | +1,978 | New | History |
| GOOGAlphabet Inc. | Stock | 1,722 | $208.3K | <0.1% | +1,722 | New | History |
| iShares Tr464287721 | U.S. TECH ETF | 1,912 | $208.1K | <0.1% | +1,912 | New | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 2,878 | $204.4K | <0.1% | +2,878 | New | – |
Sold out since Q1 2023 (9)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| ULTAUlta Beauty, Inc. | Stock | 964 | $526.0K | 0.1% | History |
| LOWLowes Companies Inc | Stock | 2,066 | $413.1K | 0.1% | History |
| OGSONE Gas, Inc. | COM | 3,745 | $296.7K | 0.1% | History |
| ALBAlbemarle Corp | Stock | 1,229 | $271.7K | 0.1% | History |
| FMCFMC Corp | COM NEW | 1,908 | $233.0K | 0.1% | History |
| MEDMedifast Inc | COM | 2,020 | $209.4K | 0.1% | History |
| ENPHEnphase Energy, Inc. | Stock | 994 | $209.0K | 0.1% | History |
| BHPBHP Group Ltd | ADR | 3,158 | $200.2K | <0.1% | History |
| VTRSViatris Inc | Stock | 10,838 | $104.3K | <0.1% | History |