Human Investing LLC
- SEC CIK
- 0001767513
- 最新申報
- 2026/7/21
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/4 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 96
- 較 2025 年第 1 季 +5
- 總值
- $6.35 億
- 較 2025 年第 1 季 +$6,696 萬 (+11.8%)
| 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 | 309,574 | $1.76 億 | 27.7% | +13,736+4.6% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,218,237 | $6,940 萬 | 10.9% | +42,376+3.6% | 加碼 | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 250,700 | $3,343 萬 | 5.3% | +2,818+1.1% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 163,236 | $3,342 萬 | 5.3% | +621+0.4% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 533,142 | $3,309 萬 | 5.2% | +32,865+6.6% | 加碼 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 405,079 | $3,187 萬 | 5.0% | +13,524+3.5% | 加碼 | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 545,326 | $2,699 萬 | 4.3% | +21,601+4.1% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 39,310 | $2,441 萬 | 3.8% | +1,642+4.4% | 加碼 | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 230,456 | $1,781 萬 | 2.8% | +8,646+3.9% | 加碼 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 357,736 | $1,770 萬 | 2.8% | +13,454+3.9% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 152,932 | $1,672 萬 | 2.6% | +9,107+6.3% | 加碼 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 150,010 | $1,650 萬 | 2.6% | +3,351+2.3% | 加碼 | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 275,354 | $1,618 萬 | 2.5% | +9,273+3.5% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 173,234 | $1,388 萬 | 2.2% | −864−0.5% | 減碼 | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 136,204 | $1,226 萬 | 1.9% | −1,458−1.1% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 27,406 | $755.4 萬 | 1.2% | −16−0.1% | 減碼 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 21,652 | $658.1 萬 | 1.0% | +477+2.3% | 加碼 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 19,560 | $558.6 萬 | 0.9% | +8,106+70.8% | 加碼 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 78,660 | $514.4 萬 | 0.8% | −404−0.5% | 減碼 | – |
| Vanguard Real Estate ETF922908553 | ETF | 53,050 | $472.5 萬 | 0.7% | −774−1.4% | 減碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 63,615 | $468.4 萬 | 0.7% | +3,533+5.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 7,636 | $379.8 萬 | 0.6% | +51+0.7% | 加碼 | 歷史 |
| Vanguard World FD921910691 | ESG US CORP BD | 58,888 | $373.2 萬 | 0.6% | +2,042+3.6% | 加碼 | – |
| AAPLApple Inc. | Stock | 16,246 | $333.3 萬 | 0.5% | +230+1.4% | 加碼 | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 49,646 | $296.8 萬 | 0.5% | +1,212+2.5% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 13,031 | $241.9 萬 | 0.4% | −42−0.3% | 減碼 | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 31,072 | $214.7 萬 | 0.3% | +1,310+4.4% | 加碼 | – |
| HRBH&R Block Inc | COM | 37,150 | $203.9 萬 | 0.3% | −3,797−9.3% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 2,325 | $181.2 萬 | 0.3% | +2+0.1% | 加碼 | 歷史 |
| NKENIKE, Inc. | Stock | 24,211 | $172.0 萬 | 0.3% | −2,099−8.0% | 減碼 | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 65,107 | $159.7 萬 | 0.3% | +4,873+8.1% | 加碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $145.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| NVONovo Nordisk A S | ADR | 20,522 | $141.6 萬 | 0.2% | −1,376−6.3% | 減碼 | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 12,973 | $138.0 萬 | 0.2% | −306−2.3% | 減碼 | – |
| AMGNAmgen Inc | Stock | 4,447 | $124.2 萬 | 0.2% | +103+2.4% | 加碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 2,981 | $109.3 萬 | 0.2% | −60−2.0% | 減碼 | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 7,858 | $106.1 萬 | 0.2% | −674−7.9% | 減碼 | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 21,201 | $103.9 萬 | 0.2% | −2,641−11.1% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 5,516 | $97.2 萬 | 0.2% | +129+2.4% | 加碼 | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 14,807 | $94.7 萬 | 0.1% | +4,427+42.6% | 加碼 | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 13,554 | $94.3 萬 | 0.1% | +241+1.8% | 加碼 | – |
| iShares Tr46435G326 | CORE MSCI INTL | 12,346 | $93.8 萬 | 0.1% | +3,684+42.5% | 加碼 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,725 | $83.8 萬 | 0.1% | +37+2.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,789 | $83.1 萬 | 0.1% | +193+5.4% | 加碼 | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,871 | $82.4 萬 | 0.1% | +838+9.3% | 加碼 | – |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 9,940 | $75.0 萬 | 0.1% | +581+6.2% | 加碼 | – |
| PAYXPaychex Inc | Stock | 5,061 | $73.6 萬 | 0.1% | −625−11.0% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 11,631 | $69.8 萬 | 0.1% | +1,598+15.9% | 加碼 | – |
| QCOMQualcomm Inc | Stock | 4,314 | $68.7 萬 | 0.1% | +95+2.3% | 加碼 | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,840 | $67.3 萬 | 0.1% | +976+52.4% | 加碼 | – |
| IDCCInterDigital, Inc. | COM | 3,000 | $67.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 2,295 | $67.1 萬 | 0.1% | −13−0.6% | 減碼 | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 5,390 | $63.2 萬 | 0.1% | +2,354+77.5% | 加碼 | – |
| TXNTexas Instruments Inc | Stock | 2,988 | $62.0 萬 | 0.1% | −126−4.0% | 減碼 | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 25,157 | $53.2 萬 | 0.1% | +2,246+9.8% | 加碼 | – |
| SPDR Series Trust78468R796 | ST STR SP500FF | 10,329 | $52.6 萬 | 0.1% | +540+5.5% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 3,237 | $51.1 萬 | 0.1% | +596+22.6% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,343 | $51.1 萬 | 0.1% | −387−10.4% | 減碼 | 歷史 |
| iShares Tr46435G524 | INTL DIV GRWTH | 6,364 | $50.2 萬 | 0.1% | +2,066+48.1% | 加碼 | – |
| ACNAccenture plc | Stock | 1,635 | $48.9 萬 | 0.1% | −13−0.8% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,681 | $48.8 萬 | 0.1% | −475−15.1% | 減碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,582 | $48.2 萬 | 0.1% | +32+2.1% | 加碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 3,489 | $47.5 萬 | 0.1% | −147−4.0% | 減碼 | 歷史 |
| iShares Tr46436E569 | ESG SELECT SCRE | 9,903 | $47.2 萬 | 0.1% | +31+0.3% | 加碼 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,658 | $46.4 萬 | 0.1% | +1,658 | 新進 | – |
| IBMInternational Business Machines Corp | Stock | 1,541 | $45.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| HPQHP Inc | Stock | 17,633 | $43.1 萬 | 0.1% | −3,981−18.4% | 減碼 | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 21,314 | $39.5 萬 | 0.1% | −900−4.1% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 1,801 | $39.4 萬 | 0.1% | +2+0.1% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,726 | $37.4 萬 | 0.1% | −115−2.4% | 減碼 | 歷史 |
| SLViShares Silver Trust | ETF | 10,636 | $34.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,139 | $33.0 萬 | 0.1% | +3+0.3% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 1,804 | $31.3 萬 | <0.1% | −112−5.8% | 減碼 | – |
| COFCapital One Financial Corp | Stock | 1,468 | $31.2 萬 | <0.1% | +36+2.5% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 682 | $29.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| DOXAmdocs Ltd | SHS | 3,267 | $29.8 萬 | <0.1% | −105−3.1% | 減碼 | 歷史 |
| EMREmerson Electric Co | Stock | 2,083 | $27.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 3,895 | $27.0 萬 | <0.1% | −1,600−29.1% | 減碼 | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 2,419 | $26.8 萬 | <0.1% | −924−27.6% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 1,683 | $26.8 萬 | <0.1% | +2+0.1% | 加碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 652 | $26.4 萬 | <0.1% | −7−1.1% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 651 | $25.3 萬 | <0.1% | −48−6.9% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,374 | $24.4 萬 | <0.1% | +20+1.5% | 加碼 | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,445 | $24.3 萬 | <0.1% | −160−6.1% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 322 | $23.8 萬 | <0.1% | +322 | 新進 | 歷史 |
| NFLXNetflix Inc | Stock | 176 | $23.6 萬 | <0.1% | +176 | 新進 | 歷史 |
| URIUnited Rentals, Inc. | COM | 311 | $23.4 萬 | <0.1% | +311 | 新進 | 歷史 |
| EIGEmployers Holdings, Inc. | COM | 4,919 | $23.2 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| MCOMoodys Corp | Stock | 461 | $23.1 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| WMWaste Management Inc | Stock | 995 | $22.8 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 3,013 | $22.4 萬 | <0.1% | +3,013 | 新進 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,032 | $22.4 萬 | <0.1% | −565−21.8% | 減碼 | – |
| SBUXStarbucks Corp | Stock | 2,366 | $21.7 萬 | <0.1% | +88+3.9% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 389 | $21.5 萬 | <0.1% | +389 | 新進 | – |
| RTXRTX Corp | Stock | 1,464 | $21.4 萬 | <0.1% | +1,464 | 新進 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,046 | $20.4 萬 | <0.1% | −234−18.3% | 減碼 | – |
2025 年第 1 季之後清倉（2 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。