Human Investing LLC
- SEC CIK
- 0001767513
- 最新申報
- 2026/7/21
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/17 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 93
- 較 2024 年第 1 季 0
- 總值
- $5.14 億
- 較 2024 年第 1 季 +$1,643 萬 (+3.3%)
| 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 | 271,787 | $1.36 億 | 26.4% | +5,023+1.9% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,044,383 | $5,161 萬 | 10.0% | +48,906+4.9% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 153,173 | $2,796 萬 | 5.4% | +189+0.1% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 233,869 | $2,774 萬 | 5.4% | −563−0.2% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 462,715 | $2,708 萬 | 5.3% | +14,047+3.1% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 347,654 | $2,667 萬 | 5.2% | +19,958+6.1% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 458,552 | $2,232 萬 | 4.3% | +29,016+6.8% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 38,443 | $2,104 萬 | 4.1% | −109−0.3% | 減碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 196,004 | $1,468 萬 | 2.9% | +11,534+6.3% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 132,370 | $1,412 萬 | 2.7% | +7,828+6.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 234,805 | $1,362 萬 | 2.6% | +14,891+6.8% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 309,391 | $1,354 萬 | 2.6% | +12,944+4.4% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 126,864 | $1,226 萬 | 2.4% | +676+0.5% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 156,149 | $1,070 萬 | 2.1% | +1,073+0.7% | 加碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 127,403 | $1,036 萬 | 2.0% | +1,165+0.9% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 21,530 | $576.0 萬 | 1.1% | +373+1.8% | 加碼 | – |
| AVGOBroadcom Inc. | Stock | 3,023 | $485.3 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 49,554 | $415.1 萬 | 0.8% | +534+1.1% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 52,753 | $380.1 萬 | 0.7% | +1,393+2.7% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 65,185 | $373.3 萬 | 0.7% | +3,788+6.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 16,538 | $348.3 萬 | 0.7% | −1,213−6.8% | 減碼 | 歷史 |
| NVONovo Nordisk A S | ADR | 23,290 | $332.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 7,393 | $330.4 萬 | 0.6% | +72+1.0% | 加碼 | 歷史 |
| Vanguard World FD921910691 | ESG US CORP BD | 51,755 | $321.2 萬 | 0.6% | +2,280+4.6% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 12,790 | $319.3 萬 | 0.6% | −227−1.7% | 減碼 | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 44,400 | $258.5 萬 | 0.5% | +2,642+6.3% | 加碼 | – |
| LLYEli Lilly & Co | Stock | 2,762 | $250.0 萬 | 0.5% | +2+0.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 31,631 | $238.4 萬 | 0.5% | −6,363−16.7% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 13,648 | $234.1 萬 | 0.5% | −1,139−7.7% | 減碼 | 歷史 |
| HRBH&R Block Inc | COM | 42,944 | $232.9 萬 | 0.5% | −1,607−3.6% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 27,867 | $168.0 萬 | 0.3% | +581+2.1% | 加碼 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 23,507 | $151.0 萬 | 0.3% | −908−3.7% | 減碼 | – |
| AMGNAmgen Inc | Stock | 4,748 | $148.4 萬 | 0.3% | −370−7.2% | 減碼 | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $122.4 萬 | 0.2% | +2 | 新進 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,550 | $122.2 萬 | 0.2% | −62−1.7% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 10,416 | $108.9 萬 | 0.2% | −2,190−17.4% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 5,821 | $106.0 萬 | 0.2% | −69−1.2% | 減碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,927 | $98.1 萬 | 0.2% | −61−1.2% | 減碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,799 | $93.4 萬 | 0.2% | −95−1.9% | 減碼 | 歷史 |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 13,008 | $91.4 萬 | 0.2% | +91+0.7% | 加碼 | – |
| HPQHP Inc | Stock | 23,570 | $82.5 萬 | 0.2% | −1,359−5.5% | 減碼 | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 16,011 | $80.2 萬 | 0.2% | −3,222−16.8% | 減碼 | – |
| iShares Tr464287150 | CORE S&P TTL STK | 6,448 | $76.6 萬 | 0.1% | +132+2.1% | 加碼 | – |
| PAYXPaychex Inc | Stock | 5,858 | $69.5 萬 | 0.1% | −153−2.5% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,570 | $69.0 萬 | 0.1% | −38−0.7% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,685 | $68.5 萬 | 0.1% | +125+8.0% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,645 | $67.9 萬 | 0.1% | −524−10.1% | 減碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,195 | $66.8 萬 | 0.1% | +981+11.9% | 加碼 | – |
| MCDMcDonalds Corp | Stock | 2,577 | $65.7 萬 | 0.1% | −386−13.0% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,092 | $59.8 萬 | 0.1% | +24+0.8% | 加碼 | 歷史 |
| iShares Tr46435G326 | CORE MSCI INTL | 9,001 | $59.1 萬 | 0.1% | +350+4.0% | 加碼 | – |
| ACNAccenture plc | Stock | 1,913 | $58.1 萬 | 0.1% | −177−8.5% | 減碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 10,058 | $57.9 萬 | 0.1% | +76+0.8% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 9,652 | $51.7 萬 | 0.1% | +64+0.7% | 加碼 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 7,683 | $50.2 萬 | 0.1% | −362−4.5% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 4,908 | $49.7 萬 | 0.1% | −1,141−18.9% | 減碼 | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 26,590 | $49.5 萬 | 0.1% | −2,455−8.5% | 減碼 | 歷史 |
| DOXAmdocs Ltd | SHS | 6,037 | $47.6 萬 | 0.1% | −812−11.9% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,455 | $46.3 萬 | 0.1% | −254−5.4% | 減碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 23,152 | $46.2 萬 | 0.1% | +2,867+14.1% | 加碼 | – |
| INTCIntel Corp | Stock | 14,503 | $44.9 萬 | 0.1% | −639−4.2% | 減碼 | 歷史 |
| iShares Tr46436E569 | ESG SELECT SCRE | 10,087 | $42.4 萬 | 0.1% | −14−0.1% | 減碼 | – |
| KMBKimberly Clark Corp | Stock | 2,959 | $40.9 萬 | 0.1% | −587−16.6% | 減碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,808 | $39.4 萬 | 0.1% | +377+26.3% | 加碼 | – |
| GISGeneral Mills Inc | Stock | 6,192 | $39.2 萬 | 0.1% | −601−8.8% | 減碼 | 歷史 |
| SPDR Series Trust78468R796 | ST STR SP500FF | 8,700 | $38.8 萬 | 0.1% | 00.0% | 不變 | – |
| TMOThermo Fisher Scientific Inc. | Stock | 653 | $36.1 萬 | 0.1% | −1−0.2% | 減碼 | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,605 | $35.6 萬 | 0.1% | −472−15.3% | 減碼 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,963 | $34.0 萬 | 0.1% | −557−22.1% | 減碼 | 歷史 |
| CLColgate Palmolive Co | Stock | 3,485 | $33.8 萬 | 0.1% | −533−13.3% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 3,057 | $33.2 萬 | 0.1% | +10+0.3% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 1,801 | $33.0 萬 | 0.1% | +79+4.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,870 | $30.8 萬 | 0.1% | −196−9.5% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,406 | $30.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G524 | INTL DIV GRWTH | 4,320 | $29.1 萬 | 0.1% | +29+0.7% | 加碼 | – |
| USBUS Bancorp DE | COM NEW | 7,291 | $28.9 萬 | 0.1% | +26+0.4% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,781 | $27.5 萬 | 0.1% | −3,741−39.3% | 減碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,732 | $26.1 萬 | 0.1% | 00.0% | 不變 | – |
| ULUnilever PLC | SPON ADR NEW | 4,686 | $25.8 萬 | 0.1% | −115−2.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,796 | $25.4 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| ANETArista Networks, Inc. | COM | 711 | $24.9 萬 | <0.1% | −55−7.2% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 9,372 | $24.9 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SBUXStarbucks Corp | Stock | 3,155 | $24.6 萬 | <0.1% | −608−16.2% | 減碼 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,540 | $23.5 萬 | <0.1% | 00.0% | 不變 | – |
| IDCCInterDigital, Inc. | COM | 2,000 | $23.3 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 3,268 | $22.4 萬 | <0.1% | −479−12.8% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 463 | $22.2 萬 | <0.1% | +463 | 新進 | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 2,809 | $21.9 萬 | <0.1% | −112−3.8% | 減碼 | – |
| WMWaste Management Inc | Stock | 1,006 | $21.5 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| EIGEmployers Holdings, Inc. | COM | 5,016 | $21.4 萬 | <0.1% | −902−15.2% | 減碼 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,149 | $20.9 萬 | <0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 1,042 | $20.6 萬 | <0.1% | +1,042 | 新進 | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 353 | $8,018 | <0.1% | +353 | 新進 | – |
2024 年第 1 季之後清倉（4 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。