Human Investing LLC
CIK 0001767513
Annualised vol
1.192898%
Beta
0.056935
HHI
1013.985549
Top-10 weight
69.643873%
VaR 95%
0.110178%
VaR 99%
0.206417%
Max drawdown
1.820325%
Matched value
5.615801%
Returns of reported holdings
Loading returns…
Position changes vs prior quarter
What the latest 13F shows bought and sold against the quarter before, by share count.
| Ticker | Change | Shares now | Shares before | Share change % | Value now ($) |
|---|---|---|---|---|---|
| AVGO | REDUCED | 24,738 | 24,889 | -0.61% | 9,344,786 |
| AAPL | REDUCED | 16,812 | 17,203 | -2.27% | 4,864,596 |
| GOOGL | REDUCED | 8,488 | 8,745 | -2.94% | 3,024,956 |
| MSFT | REDUCED | 7,906 | 8,479 | -6.76% | 2,948,914 |
| LLY | REDUCED | 2,265 | 2,324 | -2.54% | 2,716,396 |
| ABBV | REDUCED | 9,340 | 9,469 | -1.36% | 2,350,423 |
| AMGN | REDUCED | 3,536 | 3,582 | -1.28% | 1,280,518 |
| AMZN | REDUCED | 5,035 | 5,523 | -8.84% | 1,200,047 |
| NKE | ADDED | 26,876 | 22,393 | 20.02% | 1,103,254 |
| MU | REDUCED | 896 | 1,239 | -27.68% | 1,034,682 |
| NVDA | REDUCED | 4,480 | 4,619 | -3.01% | 896,355 |
| IDCC | UNCHANGED | 3,000 | 3,000 | 0.0% | 849,390 |
| JNJ | REDUCED | 3,191 | 3,195 | -0.13% | 810,444 |
| HD | ADDED | 2,295 | 2,288 | 0.31% | 809,414 |
| NVO | REDUCED | 15,921 | 16,402 | -2.93% | 763,253 |
| CAT | ADDED | 676 | 674 | 0.3% | 720,290 |
| INTC | REDUCED | 4,625 | 14,525 | -68.16% | 645,790 |
| MCD | REDUCED | 1,932 | 1,969 | -1.88% | 522,193 |
| MCK | NEW | 605 | - | - | 457,216 |
| PM | REDUCED | 2,505 | 2,587 | -3.17% | 453,147 |
| MRK | ADDED | 3,385 | 3,278 | 3.26% | 434,912 |
| JPM | ADDED | 1,277 | 1,274 | 0.24% | 418,001 |
| PAYX | REDUCED | 3,888 | 3,951 | -1.59% | 382,323 |
| TOST | UNCHANGED | 13,396 | 13,396 | 0.0% | 372,677 |
| TT | REDUCED | 692 | 712 | -2.81% | 339,883 |
| TMO | ADDED | 671 | 662 | 1.36% | 336,413 |
| TSLA | ADDED | 762 | 712 | 7.02% | 320,533 |
| KLAC | NEW | 1,017 | - | - | 306,770 |
| AMD | NEW | 509 | - | - | 295,743 |
| SNDK | NEW | 126 | - | - | 286,490 |
| HPQ | REDUCED | 12,861 | 13,092 | -1.76% | 282,160 |
| ABT | REDUCED | 3,095 | 3,246 | -4.65% | 280,832 |
| SBUX | REDUCED | 2,571 | 2,644 | -2.76% | 262,725 |
| WDC | NEW | 394 | - | - | 251,949 |
| ORCL | REDUCED | 1,673 | 1,736 | -3.63% | 245,184 |
| URI | NEW | 216 | - | - | 244,705 |
| V | NEW | 646 | - | - | 221,499 |
| META | REDUCED | 389 | 444 | -12.39% | 219,374 |
| FTNT | NEW | 1,424 | - | - | 218,755 |
| LRCX | NEW | 496 | - | - | 214,718 |
| ETN | NEW | 490 | - | - | 208,647 |
| RTX | REDUCED | 1,064 | 1,304 | -18.4% | 201,901 |
| INFY | REDUCED | 15,416 | 16,192 | -4.79% | 161,710 |
| GILD | CLOSED OUT | 0 | 1,484 | -100.0% | 0 |
Holdings (latest quarter)
| Ticker | Change | Issuer | Class | CUSIP | Value ($) | Weight % | Shares |
|---|---|---|---|---|---|---|---|
| - | VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 208,794,753 | 27.08 | 304007.0 | |
| - | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 81,738,975 | 10.6 | 1147214.0 | |
| - | ISHARES TR | CORE S&P MCP ETF | 464287507 | 40,762,514 | 5.29 | 528628.0 | |
| - | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 37,856,910 | 4.91 | 239555.0 | |
| - | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 35,855,141 | 4.65 | 151530.0 | |
| - | VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 32,983,947 | 4.28 | 423360.0 | |
| - | ISHARES TR | CORE S&P500 ETF | 464287200 | 29,364,587 | 3.81 | 39211.0 | |
| - | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 28,862,334 | 3.74 | 595960.0 | |
| - | ISHARES TR | CORE S&P SCP ETF | 464287804 | 21,361,790 | 2.77 | 144035.0 | |
| - | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 19,449,450 | 2.52 | 325841.0 | |
| - | VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 18,354,210 | 2.38 | 239299.0 | |
| - | VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 17,794,268 | 2.31 | 305743.0 | |
| - | VANGUARD WORLD FD | ESG US STK ETF | 921910733 | 16,770,117 | 2.17 | 126816.0 | |
| - | Vanguard S&P 500 ETF | S&P 500 ETF SHS | 922908363 | 15,241,962 | 1.98 | 22192.0 | |
| - | VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | 15,018,765 | 1.95 | 152941.0 | |
| - | VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | 12,087,698 | 1.57 | 129446.0 | |
| AVGO | REDUCED | BROADCOM INC | COM | 11135F101 | 9,344,786 | 1.21 | 24738.0 |
| - | VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 8,250,179 | 1.07 | 22295.0 | |
| - | VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 6,999,094 | 0.91 | 20352.0 | |
| - | Vanguard FTSE Developed Markets ETF | VAN FTSE DEV MKT | 921943858 | 5,408,819 | 0.7 | 75913.0 | |
| - | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 5,325,612 | 0.69 | 72546.0 | |
| - | VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | 5,318,923 | 0.69 | 64597.0 | |
| AAPL | REDUCED | APPLE INC | COM | 037833100 | 4,864,596 | 0.63 | 16812.0 |
| - | VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 4,464,198 | 0.58 | 46295.0 | |
| - | VANGUARD WORLD FD | ESG US CORP BD | 921910691 | 3,739,429 | 0.48 | 59583.0 | |
| - | Vanguard Short-Term Bond ETF | SHORT TRM BOND | 921937827 | 3,483,669 | 0.45 | 44714.0 | |
| - | VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | 3,017,634 | 0.39 | 51164.0 | |
| - | Vanguard Total International Bond ETF | TOTAL INT BD ETF | 92203J407 | 2,939,387 | 0.38 | 60694.0 | |
| MSFT | REDUCED | MICROSOFT CORP | COM | 594918104 | 2,936,231 | 0.38 | 7872.0 |
| - | VANGUARD ESG US STOCK ETF | ESG US STK ETF | 921910733 | 2,866,525 | 0.37 | 21677.0 | |
| LLY | REDUCED | ELI LILLY & CO | COM | 532457108 | 2,716,396 | 0.35 | 2265.0 |
| - | iShares Core S&P Mid-Cap ETF | CORE S&P MCP ETF | 464287507 | 2,708,797 | 0.35 | 35129.0 | |
| - | VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 2,672,585 | 0.35 | 31262.0 | |
| ABBV | REDUCED | ABBVIE INC | COM | 00287Y109 | 2,350,423 | 0.3 | 9340.0 |
| GOOGL | REDUCED | ALPHABET INC | CAP STK CL A | 02079K305 | 2,283,633 | 0.3 | 6390.0 |
| - | Vanguard Intermediate-Term Bond ETF | INTERMED TERM | 921937819 | 1,901,009 | 0.25 | 24785.0 | |
| - | Vanguard Short-Term Treasury ETF | SHORT TERM TREAS | 92206C102 | 1,870,000 | 0.24 | 32131.0 | |
| - | SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 1,576,479 | 0.2 | 53567.0 | |
| - | BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 1,497,700 | 0.19 | 2.0 | |
| - | ISHARES TR | SHRT NAT MUN ETF | 464288158 | 1,431,494 | 0.19 | 13445.0 | |
| - | iShares Core S&P Small-Cap ETF | CORE S&P SCP ETF | 464287804 | 1,417,671 | 0.18 | 9559.0 | |
| - | ISHARES TR | CORE S&P TTL STK | 464287150 | 1,400,300 | 0.18 | 8524.0 | |
| - | ISHARES TR | CORE DIV GRWTH | 46434V621 | 1,292,766 | 0.17 | 17057.0 | |
| AMGN | REDUCED | AMGEN INC | COM | 031162100 | 1,280,518 | 0.17 | 3536.0 |
| - | Vanguard FTSE Emerging Markets ETF | FTSE EMR MKT ETF | 922042858 | 1,273,567 | 0.17 | 21336.0 | |
| - | VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | 1,249,493 | 0.16 | 24703.0 | |
| - | Vanguard High Dividend Yield ETF | HIGH DIV YLD | 921946406 | 1,220,261 | 0.16 | 7722.0 | |
| - | Vanguard Dividend Appreciation ETF | DIV APP ETF | 921908844 | 1,217,566 | 0.16 | 5146.0 | |
| AMZN | REDUCED | AMAZON COM INC | COM | 023135106 | 1,200,047 | 0.16 | 5035.0 |
| NKE | ADDED | NIKE INC | CL B | 654106103 | 1,103,254 | 0.14 | 26876.0 |
| - | Vanguard ESG International Stock ETF | ESG INTL STK ETF | 921910725 | 1,075,512 | 0.14 | 13062.0 | |
| MU | REDUCED | MICRON TECHNOLOGY INC | COM | 595112103 | 1,034,682 | 0.13 | 896.0 |
| - | ISHARES INC | CORE MSCI EMKT | 46434G103 | 1,008,009 | 0.13 | 12168.0 | |
| - | BLOCK H & R INC | COM | 093671105 | 983,645 | 0.13 | 25831.0 | |
| - | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 948,240 | 0.12 | 1895.0 | |
| - | ISHARES TR | CORE MSCI EAFE | 46432F842 | 941,053 | 0.12 | 9744.0 | |
| - | VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 915,027 | 0.12 | 3019.0 | |
| NVDA | REDUCED | NVIDIA CORPORATION | COM | 67066G104 | 896,355 | 0.12 | 4480.0 |
| IDCC | UNCHANGED | INTERDIGITAL INC | COM | 45867G101 | 849,390 | 0.11 | 3000.0 |
| - | ISHARES TR | CORE HIGH DV ETF | 46429B663 | 832,342 | 0.11 | 30366.0 | |
| - | GLOBAL X FDS | S&P 500 CATHOLIC | 37954Y889 | 831,780 | 0.11 | 9399.0 | |
| JNJ | REDUCED | JOHNSON & JOHNSON | COM | 478160104 | 810,444 | 0.11 | 3191.0 |
| HD | ADDED | HOME DEPOT INC | COM | 437076102 | 809,414 | 0.1 | 2295.0 |
| NVO | REDUCED | NOVO-NORDISK A S | ADR | 670100205 | 763,253 | 0.1 | 15921.0 |
| GOOGL | REDUCED | ALPHABET INC | CAP STK CL C | 02079K107 | 741,323 | 0.1 | 2098.0 |
| CAT | ADDED | CATERPILLAR INC | COM | 149123101 | 720,290 | 0.09 | 676.0 |
| - | QUALCOMM INC | COM | 747525103 | 701,551 | 0.09 | 3796.0 | |
| - | VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 693,207 | 0.09 | 8604.0 | |
| INTC | REDUCED | INTEL CORP | COM | 458140100 | 645,790 | 0.08 | 4625.0 |
| - | SPDR GOLD TR | GOLD SHS | 78463V107 | 643,929 | 0.08 | 1748.0 | |
| - | ISHARES TR | INTL DIV GRWTH | 46435G524 | 623,965 | 0.08 | 7096.0 | |
| - | SPDR SERIES TRUST | ST STR SP500FF | 78468R796 | 607,755 | 0.08 | 9947.0 | |
| - | CISCO SYS INC | COM | 17275R102 | 601,104 | 0.08 | 5118.0 | |
| - | TEXAS INSTRS INC | COM | 882508104 | 585,529 | 0.08 | 1964.0 | |
| - | ISHARES TR | ESG SELECT SCRE | 46436E569 | 585,335 | 0.08 | 10307.0 | |
| - | ISHARES SILVER TR | ISHARES | 46428Q109 | 568,707 | 0.07 | 10636.0 | |
| - | SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | 563,329 | 0.07 | 23789.0 | |
| MCD | REDUCED | MCDONALDS CORP | COM | 580135101 | 522,193 | 0.07 | 1932.0 |
| MCK | NEW | MCKESSON CORP | COM | 58155Q103 | 457,216 | 0.06 | 605.0 |
| - | ISHARES TR | U.S. TECH ETF | 464287721 | 455,023 | 0.06 | 1804.0 | |
| PM | REDUCED | PHILIP MORRIS INTL INC | COM | 718172109 | 453,147 | 0.06 | 2505.0 |
| - | Vanguard International High Dividend Yield ETF | INTL HIGH ETF | 921946794 | 447,168 | 0.06 | 4554.0 | |
| MRK | ADDED | MERCK & CO INC | COM | 58933Y105 | 434,912 | 0.06 | 3385.0 |
| - | Vanguard ESG U.S. Corporate Bond ETF | ESG US CORP BD | 921910691 | 434,696 | 0.06 | 6926.0 | |
| - | INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 431,150 | 0.06 | 1533.0 | |
| - | APPLIED MATLS INC | COM | 038222105 | 424,531 | 0.06 | 587.0 | |
| JPM | ADDED | JPMORGAN CHASE & CO | COM | 46625H100 | 418,001 | 0.05 | 1277.0 |
| - | Vanguard International Dividend Appreciation ETF | INTL DVD ETF | 921946810 | 414,277 | 0.05 | 4436.0 | |
| - | iShares ESG Select Screened S&P 500 ETF | ESG SELECT SCRE | 46436E569 | 410,365 | 0.05 | 7226.0 | |
| PAYX | REDUCED | PAYCHEX INC | COM | 704326107 | 382,323 | 0.05 | 3888.0 |
| TOST | UNCHANGED | TOAST INC | CL A | 888787108 | 372,677 | 0.05 | 13396.0 |
| - | INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 343,899 | 0.04 | 467.0 | |
| TT | REDUCED | TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 339,883 | 0.04 | 692.0 |
| TMO | ADDED | THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 336,413 | 0.04 | 671.0 |
| - | SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 321,154 | 0.04 | 11594.0 | |
| TSLA | ADDED | TESLA INC | COM | 88160R101 | 320,533 | 0.04 | 762.0 |
| - | Schwab US Large-Cap ETF | US LRG CAP ETF | 808524201 | 310,577 | 0.04 | 10553.0 | |
| KLAC | NEW | KLA CORP | COM NEW | 482480100 | 306,770 | 0.04 | 1017.0 |
| - | Vanguard Intermediate-Term Treasury ETF | INTER TERM TREAS | 92206C706 | 303,287 | 0.04 | 5142.0 | |
| AMD | NEW | ADVANCED MICRO DEVICES INC | COM | 007903107 | 295,743 | 0.04 | 509.0 |
| SNDK | NEW | SANDISK CORP | COM | 80004C200 | 286,490 | 0.04 | 126.0 |
| HPQ | REDUCED | HP INC | COM | 40434L105 | 282,160 | 0.04 | 12861.0 |
| ABT | REDUCED | ABBOTT LABORATORIES | COM | 002824100 | 280,832 | 0.04 | 3095.0 |
| - | ISHARES TR | S&P 500 GRWT ETF | 464287309 | 274,098 | 0.04 | 1993.0 | |
| - | Vanguard Large-Cap ETF | LARGE CAP ETF | 922908637 | 268,441 | 0.03 | 781.0 | |
| SBUX | REDUCED | STARBUCKS CORP | COM | 855244109 | 262,725 | 0.03 | 2571.0 |
| - | ISHARES TR | ESG EAFE ETF | 46436E759 | 257,436 | 0.03 | 3043.0 | |
| - | CAPITAL ONE FINL CORP | COM | 14040H105 | 255,613 | 0.03 | 1274.0 | |
| WDC | NEW | WESTERN DIGITAL CORP | COM | 958102105 | 251,949 | 0.03 | 394.0 |
| ORCL | REDUCED | ORACLE CORP | COM | 68389X105 | 245,184 | 0.03 | 1673.0 |
| URI | NEW | UNITED RENTALS INC | COM | 911363109 | 244,705 | 0.03 | 216.0 |
| - | ISHARES TR | ESG AWR US AGRGT | 46435U549 | 244,267 | 0.03 | 5152.0 | |
| V | NEW | VISA INC | COM CL A | 92826C839 | 221,499 | 0.03 | 646.0 |
| META | REDUCED | META PLATFORMS INC | CL A | 30303M102 | 219,374 | 0.03 | 389.0 |
| FTNT | NEW | FORTINET INC | COM | 34959E109 | 218,755 | 0.03 | 1424.0 |
| - | ISHARES TR | S&P 500 VAL ETF | 464287408 | 217,297 | 0.03 | 957.0 | |
| - | CORNING INC | COM | 219350105 | 217,116 | 0.03 | 850.0 | |
| - | DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | 215,723 | 0.03 | 4863.0 | |
| LRCX | NEW | LAM RESEARCH CORP | COM NEW | 512807306 | 214,718 | 0.03 | 496.0 |
| ETN | NEW | EATON CORP PLC | SHS | G29183103 | 208,647 | 0.03 | 490.0 |
| - | SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 207,691 | 0.03 | 5633.0 | |
| - | EXXON MOBIL CORP | COM | 30231G102 | 207,131 | 0.03 | 1515.0 | |
| - | VANGUARD WORLD FD | INF TECH ETF | 92204A702 | 204,977 | 0.03 | 1715.0 | |
| RTX | REDUCED | RTX CORPORATION | COM | 75513E101 | 201,901 | 0.03 | 1064.0 |
| - | Vanguard Real Estate ETF | REAL ESTATE ETF | 922908553 | 168,590 | 0.02 | 1748.0 | |
| INFY | REDUCED | INFOSYS LTD | SPONSORED ADR | 456788108 | 161,710 | 0.02 | 15416.0 |
| - | iShares Core MSCI Emerging Markets ETF | CORE MSCI EMKT | 46434G103 | 56,086 | 0.01 | 677.0 | |
| - | Schwab U.S. Mid-Cap ETF | US MID-CAP ETF | 808524508 | 49,884 | 0.01 | 1353.0 | |
| - | iShares ESG Advanced MSCI EAFE ETF | ESG EAFE ETF | 46436E759 | 47,639 | 0.01 | 563.0 | |
| - | iShares Core S&P 500 ETF | CORE S&P500 ETF | 464287200 | 44,477 | 0.01 | 59.0 | |
| MSFT | REDUCED | Microsoft Corp | COM | 594918104 | 12,683 | 0.0 | 34.0 |
| - | iShares S&P 500 Growth ETF | S&P 500 GRWT ETF | 464287309 | 11,140 | 0.0 | 81.0 | |
| - | iShares U.S. Technology ETF | U.S. TECH ETF | 464287721 | 7,567 | 0.0 | 30.0 | |
| - | Vanguard Tax-Exempt Bond Index ETF | TAX EXEMPT BD | 922907746 | 1,930 | 0.0 | 38.0 | |
| - | iShares Core S&P Total U.S. Stock Market ETF | CORE S&P TTL STK | 464287150 | 1,527 | 0.0 | 9.0 | |
| - | iShares ESG Aware U.S. Aggregate Bond ETF | ESG AWR US AGRGT | 46435U549 | 4 | 0.0 | 0.0 | |
| - | iShares International Dividend Growth ETF | INTL DIV GRWTH | 46435G524 | 4 | 0.0 | 0.0 |
Quarterly portfolios
| Period | Filed | Value ($) | Positions | Vol % | Beta | Max DD % |
|---|---|---|---|---|---|---|
| 2026-06-30 | 2026-07-21 | 771,109,330 | 137 | 1.192898 | 0.056935 | 1.820325 |
| 2026-03-31 | 2026-05-07 | 686,572,293 | 132 | 1.089156 | 0.052357 | 1.665147 |
| 2025-12-31 | 2026-01-27 | 708,112,882 | 128 | 1.107292 | 0.052882 | 1.728489 |
| 2025-09-30 | 2025-11-03 | 634,882,904 | 130 | 1.124105 | 0.053546 | 1.786655 |
| 2025-03-31 | 2025-05-15 | 567,924,759 | 125 | 0.964045 | 0.046251 | 1.641415 |
| 2024-12-31 | 2025-01-31 | 563,909,228 | 357 | 1.242848 | 0.06026 | 2.124963 |