Human Investing LLC
- SEC CIK
- 0001767513
- 最新申報
- 2026/7/21
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/8/7 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 99
- 較 2023 年第 1 季 0
- 總值
- $4.38 億
- 較 2023 年第 1 季 +$2,630 萬 (+6.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 256,310 | $1.04 億 | 23.8% | +8,136+3.3% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 936,121 | $4,323 萬 | 9.9% | +24,875+2.7% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 153,710 | $2,497 萬 | 5.7% | +9,063+6.3% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 320,812 | $2,424 萬 | 5.5% | +7,586+2.4% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 221,400 | $2,348 萬 | 5.4% | +10,139+4.8% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 86,051 | $2,250 萬 | 5.1% | +4,399+5.4% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 401,531 | $1,963 萬 | 4.5% | +9,606+2.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 40,423 | $1,802 萬 | 4.1% | +1,710+4.4% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 179,686 | $1,352 萬 | 3.1% | +5,274+3.0% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 119,132 | $1,187 萬 | 2.7% | +7,475+6.7% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 200,147 | $1,155 萬 | 2.6% | +3,144+1.6% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 266,884 | $1,086 萬 | 2.5% | +13,433+5.3% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 155,558 | $983.1 萬 | 2.2% | +7,255+4.9% | 加碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 129,617 | $973.3 萬 | 2.2% | +5,821+4.7% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 103,763 | $813.0 萬 | 1.9% | +3,358+3.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 24,272 | $470.8 萬 | 1.1% | +1,581+7.0% | 加碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 20,861 | $459.5 萬 | 1.0% | +254+1.2% | 加碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 51,334 | $428.9 萬 | 1.0% | +5,095+11.0% | 加碼 | – |
| NKENIKE, Inc. | Stock | 38,789 | $428.1 萬 | 1.0% | +786+2.1% | 加碼 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 63,195 | $335.6 萬 | 0.8% | +1,777+2.9% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 3,663 | $317.7 萬 | 0.7% | −683−15.7% | 減碼 | 歷史 |
| Vanguard World FD921910691 | ESG US CORP BD | 38,032 | $235.7 萬 | 0.5% | +1,393+3.8% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 11,232 | $227.7 萬 | 0.5% | +30+0.3% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 6,451 | $219.7 萬 | 0.5% | +60+0.9% | 加碼 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 30,170 | $219.3 萬 | 0.5% | +945+3.2% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 15,529 | $209.2 萬 | 0.5% | −2,920−15.8% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 12,766 | $206.6 萬 | 0.5% | −366−2.8% | 減碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 32,708 | $191.9 萬 | 0.4% | +1,386+4.4% | 加碼 | – |
| HRBH&R Block Inc | COM | 51,751 | $164.9 萬 | 0.4% | −1,497−2.8% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 3,211 | $150.6 萬 | 0.3% | −179−5.3% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 25,121 | $140.9 萬 | 0.3% | +436+1.8% | 加碼 | – |
| HDHome Depot, Inc. | Stock | 4,476 | $139.1 萬 | 0.3% | −157−3.4% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 25,298 | $132.5 萬 | 0.3% | −212−0.8% | 減碼 | – |
| MRKMerck & Co., Inc. | Stock | 11,447 | $132.1 萬 | 0.3% | −3,817−25.0% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 11,586 | $120.5 萬 | 0.3% | +622+5.7% | 加碼 | – |
| JNJJohnson & Johnson | Stock | 6,964 | $115.3 萬 | 0.3% | +872+14.3% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,005 | $108.1 萬 | 0.2% | −2,666−30.7% | 減碼 | 歷史 |
| AMGNAmgen Inc | Stock | 4,809 | $106.8 萬 | 0.2% | −332−6.5% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 3,576 | $106.7 萬 | 0.2% | −508−12.4% | 減碼 | 歷史 |
| HPQHP Inc | Stock | 31,316 | $96.2 萬 | 0.2% | −2,048−6.1% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,941 | $95.6 萬 | 0.2% | +1,852+14.1% | 加碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 11,104 | $83.2 萬 | 0.2% | +802+7.8% | 加碼 | – |
| PAYXPaychex Inc | Stock | 7,436 | $83.2 萬 | 0.2% | −438−5.6% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 16,418 | $82.5 萬 | 0.2% | −15−0.1% | 減碼 | – |
| ACNAccenture plc | Stock | 2,475 | $76.4 萬 | 0.2% | −154−5.9% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,257 | $76.3 萬 | 0.2% | −401−8.6% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 7,788 | $76.0 萬 | 0.2% | −1,021−11.6% | 減碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 14,505 | $75.0 萬 | 0.2% | +2,837+24.3% | 加碼 | 歷史 |
| DOXAmdocs Ltd | SHS | 7,550 | $74.6 萬 | 0.2% | −840−10.0% | 減碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 5,403 | $74.6 萬 | 0.2% | +909+20.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 6,211 | $73.9 萬 | 0.2% | −222−3.5% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 9,615 | $73.7 萬 | 0.2% | −538−5.3% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 6,142 | $73.5 萬 | 0.2% | +232+3.9% | 加碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 6,943 | $70.0 萬 | 0.2% | +6,943 | 新進 | – |
| PFEPfizer Inc | Stock | 19,055 | $69.9 萬 | 0.2% | −8,478−30.8% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 6,023 | $65.7 萬 | 0.1% | −355−5.6% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,334 | $63.0 萬 | 0.1% | +2,337+33.4% | 加碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 6,205 | $60.7 萬 | 0.1% | −192−3.0% | 減碼 | – |
| INFYInfosys Ltd | SPONSORED ADR | 37,315 | $60.0 萬 | 0.1% | −2,393−6.0% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,654 | $56.4 萬 | 0.1% | +403+32.2% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 16,176 | $54.1 萬 | 0.1% | −264−1.6% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 6,701 | $51.6 萬 | 0.1% | −802−10.7% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 9,945 | $51.2 萬 | 0.1% | −2,825−22.1% | 減碼 | – |
| IBMInternational Business Machines Corp | Stock | 3,777 | $50.5 萬 | 0.1% | −487−11.4% | 減碼 | 歷史 |
| ITGartner Inc | COM | 1,412 | $49.5 萬 | 0.1% | −136−8.8% | 減碼 | 歷史 |
| FTNTFortinet, Inc. | Stock | 6,449 | $48.7 萬 | 0.1% | −1,788−21.7% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 10,722 | $48.6 萬 | 0.1% | −1,983−15.6% | 減碼 | 歷史 |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 8,650 | $47.1 萬 | 0.1% | +4,460+106.4% | 加碼 | – |
| Schwab US Tips ETF808524870 | ETF | 8,904 | $46.7 萬 | 0.1% | +1,008+12.8% | 加碼 | – |
| MARMarriott International Inc | Stock | 2,428 | $44.6 萬 | 0.1% | −243−9.1% | 減碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 4,287 | $42.5 萬 | 0.1% | −160−3.6% | 減碼 | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 7,642 | $39.8 萬 | 0.1% | −771−9.2% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 5,142 | $39.6 萬 | 0.1% | −1,092−17.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,038 | $39.6 萬 | 0.1% | +318+11.7% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 10,245 | $38.1 萬 | 0.1% | −544−5.0% | 減碼 | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,303 | $32.6 萬 | 0.1% | −141−9.8% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 1,228 | $32.1 萬 | 0.1% | +11+0.9% | 加碼 | 歷史 |
| BPBP PLC | ADR | 9,049 | $31.9 萬 | 0.1% | −2,172−19.4% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,295 | $31.0 萬 | 0.1% | +618+10.9% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 4,715 | $28.8 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr46436E569 | ESG SELECT SCRE | 8,444 | $28.6 萬 | 0.1% | +572+7.3% | 加碼 | – |
| EIGEmployers Holdings, Inc. | COM | 7,113 | $26.6 萬 | 0.1% | −341−4.6% | 減碼 | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 2,279 | $26.2 萬 | 0.1% | −529−18.8% | 減碼 | 歷史 |
| BKEBuckle Inc | COM | 7,514 | $26.0 萬 | 0.1% | −3,371−31.0% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,418 | $25.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| GSKGSK plc | ADR | 6,964 | $24.8 萬 | 0.1% | −935−11.8% | 減碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 90 | $24.4 萬 | 0.1% | −15−14.3% | 減碼 | 歷史 |
| KKellanova | Stock | 3,565 | $24.0 萬 | 0.1% | −503−12.4% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 7,135 | $23.6 萬 | 0.1% | +14+0.2% | 加碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 892 | $22.8 萬 | 0.1% | +892 | 新進 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,502 | $22.8 萬 | 0.1% | +1,502 | 新進 | 歷史 |
| ANETArista Networks, Inc. | COM | 1,404 | $22.8 萬 | 0.1% | −435−23.7% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 10,760 | $22.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 2,092 | $21.7 萬 | <0.1% | +2,092 | 新進 | 歷史 |
| ORCLOracle Corp | Stock | 1,796 | $21.4 萬 | <0.1% | +1,796 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,978 | $21.2 萬 | <0.1% | +1,978 | 新進 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,722 | $20.8 萬 | <0.1% | +1,722 | 新進 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,912 | $20.8 萬 | <0.1% | +1,912 | 新進 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 2,878 | $20.4 萬 | <0.1% | +2,878 | 新進 | – |
2023 年第 1 季之後清倉（9 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ULTAUlta Beauty, Inc. | Stock | 964 | $52.6 萬 | 0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 2,066 | $41.3 萬 | 0.1% | 歷史 |
| OGSONE Gas, Inc. | COM | 3,745 | $29.7 萬 | 0.1% | 歷史 |
| ALBAlbemarle Corp | Stock | 1,229 | $27.2 萬 | 0.1% | 歷史 |
| FMCFMC Corp | COM NEW | 1,908 | $23.3 萬 | 0.1% | 歷史 |
| MEDMedifast Inc | COM | 2,020 | $20.9 萬 | 0.1% | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 994 | $20.9 萬 | 0.1% | 歷史 |
| BHPBHP Group Ltd | ADR | 3,158 | $20.0 萬 | <0.1% | 歷史 |
| VTRSViatris Inc | Stock | 10,838 | $10.4 萬 | <0.1% | 歷史 |