Human Investing LLC
- SEC CIK
- 0001767513
- Latest filing
- Jul 21, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 17, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 93
- 0 vs. Q1 2024
- Portfolio value
- $514.4M
- +$16.4M (+3.3%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 271,787 | $135.9M | 26.4% | +5,023+1.9% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,044,383 | $51.6M | 10.0% | +48,906+4.9% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 153,173 | $28.0M | 5.4% | +189+0.1% | Added | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 233,869 | $27.7M | 5.4% | −563−0.2% | Reduced | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 462,715 | $27.1M | 5.3% | +14,047+3.1% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 347,654 | $26.7M | 5.2% | +19,958+6.1% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 458,552 | $22.3M | 4.3% | +29,016+6.8% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 38,443 | $21.0M | 4.1% | −109−0.3% | Reduced | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 196,004 | $14.7M | 2.9% | +11,534+6.3% | Added | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 132,370 | $14.1M | 2.7% | +7,828+6.3% | Added | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 234,805 | $13.6M | 2.6% | +14,891+6.8% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 309,391 | $13.5M | 2.6% | +12,944+4.4% | Added | – |
| Vanguard World FD921910733 | ESG US STK ETF | 126,864 | $12.3M | 2.4% | +676+0.5% | Added | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 156,149 | $10.7M | 2.1% | +1,073+0.7% | Added | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 127,403 | $10.4M | 2.0% | +1,165+0.9% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 21,530 | $5.76M | 1.1% | +373+1.8% | Added | – |
| AVGOBroadcom Inc. | Stock | 3,023 | $4.85M | 0.9% | 00.0% | Unchanged | History |
| Vanguard Real Estate ETF922908553 | ETF | 49,554 | $4.15M | 0.8% | +534+1.1% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 52,753 | $3.80M | 0.7% | +1,393+2.7% | Added | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 65,185 | $3.73M | 0.7% | +3,788+6.2% | Added | – |
| AAPLApple Inc. | Stock | 16,538 | $3.48M | 0.7% | −1,213−6.8% | Reduced | History |
| NVONovo Nordisk A S | ADR | 23,290 | $3.32M | 0.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 7,393 | $3.30M | 0.6% | +72+1.0% | Added | History |
| Vanguard World FD921910691 | ESG US CORP BD | 51,755 | $3.21M | 0.6% | +2,280+4.6% | Added | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 12,790 | $3.19M | 0.6% | −227−1.7% | Reduced | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 44,400 | $2.59M | 0.5% | +2,642+6.3% | Added | – |
| LLYEli Lilly & Co | Stock | 2,762 | $2.50M | 0.5% | +2+0.1% | Added | History |
| NKENIKE, Inc. | Stock | 31,631 | $2.38M | 0.5% | −6,363−16.7% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 13,648 | $2.34M | 0.5% | −1,139−7.7% | Reduced | History |
| HRBH&R Block Inc | COM | 42,944 | $2.33M | 0.5% | −1,607−3.6% | Reduced | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 27,867 | $1.68M | 0.3% | +581+2.1% | Added | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 23,507 | $1.51M | 0.3% | −908−3.7% | Reduced | – |
| AMGNAmgen Inc | Stock | 4,748 | $1.48M | 0.3% | −370−7.2% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $1.22M | 0.2% | +2 | New | History |
| HDHome Depot, Inc. | Stock | 3,550 | $1.22M | 0.2% | −62−1.7% | Reduced | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 10,416 | $1.09M | 0.2% | −2,190−17.4% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 5,821 | $1.06M | 0.2% | −69−1.2% | Reduced | History |
| QCOMQualcomm Inc | Stock | 4,927 | $981.3K | 0.2% | −61−1.2% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 4,799 | $933.6K | 0.2% | −95−1.9% | Reduced | History |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 13,008 | $914.3K | 0.2% | +91+0.7% | Added | – |
| HPQHP Inc | Stock | 23,570 | $825.4K | 0.2% | −1,359−5.5% | Reduced | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 16,011 | $802.3K | 0.2% | −3,222−16.8% | Reduced | – |
| iShares Tr464287150 | CORE S&P TTL STK | 6,448 | $766.0K | 0.1% | +132+2.1% | Added | – |
| PAYXPaychex Inc | Stock | 5,858 | $694.5K | 0.1% | −153−2.5% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 5,570 | $689.6K | 0.1% | −38−0.7% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,685 | $685.5K | 0.1% | +125+8.0% | Added | History |
| JNJJohnson & Johnson | Stock | 4,645 | $678.9K | 0.1% | −524−10.1% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,195 | $668.0K | 0.1% | +981+11.9% | Added | – |
| MCDMcDonalds Corp | Stock | 2,577 | $656.7K | 0.1% | −386−13.0% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 3,092 | $597.5K | 0.1% | +24+0.8% | Added | History |
| iShares Tr46435G326 | CORE MSCI INTL | 9,001 | $590.8K | 0.1% | +350+4.0% | Added | – |
| ACNAccenture plc | Stock | 1,913 | $580.5K | 0.1% | −177−8.5% | Reduced | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 10,058 | $579.4K | 0.1% | +76+0.8% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,652 | $516.7K | 0.1% | +64+0.7% | Added | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 7,683 | $502.4K | 0.1% | −362−4.5% | Reduced | – |
| PMPhilip Morris International Inc. | Stock | 4,908 | $497.3K | 0.1% | −1,141−18.9% | Reduced | History |
| INFYInfosys Ltd | SPONSORED ADR | 26,590 | $495.1K | 0.1% | −2,455−8.5% | Reduced | History |
| DOXAmdocs Ltd | SHS | 6,037 | $476.4K | 0.1% | −812−11.9% | Reduced | History |
| ABTAbbott Laboratories | Stock | 4,455 | $463.0K | 0.1% | −254−5.4% | Reduced | History |
| Schwab U.S. REIT ETF808524847 | ETF | 23,152 | $462.4K | 0.1% | +2,867+14.1% | Added | – |
| INTCIntel Corp | Stock | 14,503 | $449.2K | 0.1% | −639−4.2% | Reduced | History |
| iShares Tr46436E569 | ESG SELECT SCRE | 10,087 | $424.2K | 0.1% | −14−0.1% | Reduced | – |
| KMBKimberly Clark Corp | Stock | 2,959 | $408.9K | 0.1% | −587−16.6% | Reduced | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,808 | $394.2K | 0.1% | +377+26.3% | Added | – |
| GISGeneral Mills Inc | Stock | 6,192 | $391.7K | 0.1% | −601−8.8% | Reduced | History |
| SPDR Series Trust78468R796 | ST STR SP500FF | 8,700 | $388.0K | 0.1% | 00.0% | Unchanged | – |
| TMOThermo Fisher Scientific Inc. | Stock | 653 | $361.0K | 0.1% | −1−0.2% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 2,605 | $356.5K | 0.1% | −472−15.3% | Reduced | History |
| IBMInternational Business Machines Corp | Stock | 1,963 | $339.5K | 0.1% | −557−22.1% | Reduced | History |
| CLColgate Palmolive Co | Stock | 3,485 | $338.2K | 0.1% | −533−13.3% | Reduced | History |
| iShares Core High Dividend ETF46429B663 | ETF | 3,057 | $332.2K | 0.1% | +10+0.3% | Added | – |
| GOOGAlphabet Inc. | Stock | 1,801 | $330.3K | 0.1% | +79+4.6% | Added | History |
| PGProcter & Gamble Co | Stock | 1,870 | $308.4K | 0.1% | −196−9.5% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 1,406 | $302.3K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46435G524 | INTL DIV GRWTH | 4,320 | $291.1K | 0.1% | +29+0.7% | Added | – |
| USBUS Bancorp DE | COM NEW | 7,291 | $289.4K | 0.1% | +26+0.4% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 5,781 | $274.7K | 0.1% | −3,741−39.3% | Reduced | History |
| iShares Tr464287721 | U.S. TECH ETF | 1,732 | $260.7K | 0.1% | 00.0% | Unchanged | – |
| ULUnilever PLC | SPON ADR NEW | 4,686 | $257.7K | 0.1% | −115−2.4% | Reduced | History |
| ORCLOracle Corp | Stock | 1,796 | $253.6K | <0.1% | 00.0% | Unchanged | History |
| ANETArista Networks, Inc. | COM | 711 | $249.2K | <0.1% | −55−7.2% | Reduced | History |
| SLViShares Silver Trust | ETF | 9,372 | $249.0K | <0.1% | 00.0% | Unchanged | History |
| SBUXStarbucks Corp | Stock | 3,155 | $245.6K | <0.1% | −608−16.2% | Reduced | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,540 | $235.1K | <0.1% | 00.0% | Unchanged | – |
| IDCCInterDigital, Inc. | COM | 2,000 | $233.1K | <0.1% | 00.0% | Unchanged | History |
| GILDGilead Sciences, Inc. | Stock | 3,268 | $224.2K | <0.1% | −479−12.8% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 463 | $221.8K | <0.1% | +463 | New | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 2,809 | $218.6K | <0.1% | −112−3.8% | Reduced | – |
| WMWaste Management Inc | Stock | 1,006 | $214.6K | <0.1% | 00.0% | Unchanged | History |
| EIGEmployers Holdings, Inc. | COM | 5,016 | $213.8K | <0.1% | −902−15.2% | Reduced | History |
| iShares S&P 500 Value ETF464287408 | ETF | 1,149 | $209.1K | <0.1% | 00.0% | Unchanged | – |
| TSLATesla, Inc. | Stock | 1,042 | $206.3K | <0.1% | +1,042 | New | History |
| iShares Tr46435G193 | ESG AWRE USD ETF | 353 | $8.02K | <0.1% | +353 | New | – |
Sold out since Q1 2024 (4)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| MARMarriott International Inc | Stock | 1,919 | $484.2K | 0.1% | History |
| BMYBristol Myers Squibb Co | Stock | 4,683 | $254.0K | 0.1% | History |
| CATCaterpillar Inc | Stock | 574 | $210.3K | <0.1% | History |
| MCOMoodys Corp | Stock | 522 | $205.0K | <0.1% | History |