Human Investing LLC Top Holdings and 13F Report (2024)

About Human Investing LLC

Investment Activity

  • Human Investing LLC has $497.94 million in total holdings as of March 31, 2024.
  • Human Investing LLC owns shares of 93 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
  • Approximately 6.81% of the portfolio was purchased this quarter.
  • About 1.00% of the portfolio was sold this quarter.
  • This quarter, Human Investing LLC has purchased 93 new stocks and bought additional shares in 32 stocks.
  • Human Investing LLC sold shares of 50 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

Oracle
$225,601 Holding
Arista Networks
$222,125 Holding
iShares S&P 500 Value ETF
$214,645 Holding
Waste Management
$214,429 Holding

Largest Purchases this Quarter

iShares Core S&P Mid-Cap ETF
360,787 shares (about $21.91M)
Vanguard S&P 500 ETF
7,126 shares (about $3.43M)
Vanguard FTSE Developed Markets ETF
24,942 shares (about $1.25M)
Vanguard Short-Term Bond ETF
13,215 shares (about $1.01M)
Vanguard Total International Bond ETF
19,410 shares (about $954.78K)

Largest Sales this Quarter

Apple
4,397 shares (about $754.00K)
Vanguard Dividend Appreciation ETF
2,649 shares (about $483.73K)
NIKE
3,476 shares (about $326.68K)
Vanguard High Dividend Yield ETF
2,240 shares (about $271.02K)
Broadcom
176 shares (about $233.27K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHuman Investing LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$128,233,576$3,425,471 2.7%266,76425.8%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$49,943,084$1,251,340 2.6%995,47710.0%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$28,363,918$271,018 -0.9%234,4325.7%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$27,936,453$483,735 -1.7%152,9845.6%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$27,252,071$21,914,184 410.5%448,6685.5%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$25,124,445$1,013,194 4.2%327,6965.0%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$21,128,892$954,779 4.7%429,5364.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$20,268,159$57,831 0.3%38,5524.1%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$13,909,064$648,366 4.9%184,4702.8%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$13,764,366$234,081 1.7%124,5422.8%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$12,770,389$646,202 5.3%219,9142.6%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$12,382,571$374,175 3.1%296,4472.5%ETF
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$11,759,385$419,818 3.7%126,1882.4%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$10,669,268$23,323 -0.2%155,0762.1%ETF
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$10,292,174$27,068 -0.3%126,2382.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$5,498,760$24,171 0.4%21,1571.1%ETF
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$4,239,273$209,456 5.2%49,0200.9%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$4,006,677$233,270 -5.5%3,0230.8%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$3,730,248$66,601 -1.8%51,3600.7%ETF
NIKE, Inc. stock logo
NKE
NIKE
$3,570,722$326,679 -8.4%37,9940.7%Consumer Discretionary
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$3,528,525$202,124 6.1%61,3970.7%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$3,120,869$14,385 -0.5%13,0170.6%ETF
Vanguard ESG U.S. Corporate Bond ETF stock logo
VCEB
Vanguard ESG U.S. Corporate Bond ETF
$3,104,599$438,315 16.4%49,4750.6%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$3,079,940$14,724 0.5%7,3210.6%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$3,043,935$753,996 -19.9%17,7510.6%Computer and Technology
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$2,990,436$26,450 -0.9%23,2900.6%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$2,692,770$9,469 -0.4%14,7870.5%Medical
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$2,444,951$341,876 16.3%41,7580.5%ETF
H&R Block, Inc. stock logo
HRB
H&R Block
$2,187,900$23,524 -1.1%44,5510.4%Consumer Discretionary
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,146,923$17,891 -0.8%2,7600.4%Medical
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,645,343$38,351 2.4%27,2860.3%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,515,249$16,819 -1.1%24,4150.3%ETF
Amgen Inc. stock logo
AMGN
Amgen
$1,455,192$41,796 -2.8%5,1180.3%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$1,385,527$9,590 -0.7%3,6120.3%Retail/Wholesale
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$1,320,240$25,554 2.0%12,6060.3%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$973,192$84,300 9.5%19,2330.2%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$934,297$103,216 12.4%12,9170.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$888,961$14,338 -1.6%5,8900.2%Computer and Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$852,636$14,112 -1.6%4,8940.2%Computer and Technology
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$844,384$13,712 -1.6%4,9880.2%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$835,420$24,812 -2.9%2,9630.2%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$817,642$40,336 -4.7%5,1690.2%Medical
HP Inc. stock logo
HPQ
HP
$753,356$30,039 -3.8%24,9290.2%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$739,976$16,362 -2.2%5,6080.1%Medical
Paychex, Inc. stock logo
PAYX
Paychex
$738,139$19,279 -2.5%6,0110.1%Business Services
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$728,275$10,147 1.4%6,3160.1%ETF
Accenture plc stock logo
ACN
Accenture
$724,537$8,667 -1.2%2,0900.1%Business Services
Intel Co. stock logo
INTC
Intel
$668,840$34,939 -5.0%15,1420.1%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$656,012$19,344 3.0%1,5600.1%Finance
Amdocs Limited stock logo
DOX
Amdocs
$618,945$19,610 -3.1%6,8490.1%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$609,628$17,590 -2.8%8,2140.1%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$580,677$1,342 -0.2%8,6510.1%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$579,573$3,019 0.5%9,9820.1%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$554,210$21,347 -3.7%6,0490.1%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$553,410$15,152 -2.7%3,0680.1%Retail/Wholesale
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$535,262$35,351 -6.2%4,7090.1%Medical
Infosys Limited stock logo
INFY
Infosys
$520,781$12,766 -2.4%29,0450.1%Computer and Technology
Global X S&P 500 Catholic Values ETF stock logo
CATH
Global X S&P 500 Catholic Values ETF
$511,960$23,673 -4.4%8,0450.1%Manufacturing
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$494,743$38,597 8.5%9,5880.1%ETF
Marriott International, Inc. stock logo
MAR
Marriott International
$484,1830.0%1,9190.1%Consumer Discretionary
International Business Machines Co. stock logo
IBM
International Business Machines
$481,220$11,267 -2.3%2,5200.1%Computer and Technology
General Mills, Inc. stock logo
GIS
General Mills
$475,307$55,206 -10.4%6,7930.1%Consumer Staples
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$475,264$12,278 -2.5%9,5220.1%Computer and Technology
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$458,676$15,910 -3.4%3,5460.1%Consumer Staples
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$457,335$34,631 -7.0%3,0770.1%Transportation
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$411,772$2,213 0.5%20,2850.1%ETF
iShares ESG Screened S&P 500 ETF stock logo
XVV
iShares ESG Screened S&P 500 ETF
$406,978$60,557 17.5%10,1010.1%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$379,999$29,052 -7.1%6540.1%Medical
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$372,3600.0%8,7000.1%ETF
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$361,847$31,069 -7.9%4,0180.1%Consumer Staples
Starbucks Co. stock logo
SBUX
Starbucks
$343,899$28,970 -7.8%3,7630.1%Retail/Wholesale
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$335,823$882 0.3%3,0470.1%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$335,178$56,620 -14.5%2,0660.1%Consumer Staples
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$327,066$6,628 2.1%1,4310.1%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$324,727$5,766 1.8%7,2650.1%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$289,243$2,469 -0.8%1,4060.1%Finance
iShares International Dividend Growth ETF stock logo
IGRO
iShares International Dividend Growth ETF
$289,060$876 0.3%4,2910.1%ETF
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$274,468$16,188 6.3%3,7470.1%Medical
Employers Holdings, Inc. stock logo
EIG
Employers
$268,619$26,236 -8.9%5,9180.1%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$262,165$1,827 -0.7%1,7220.1%Computer and Technology
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$253,960$194,415 -43.4%4,6830.1%Medical
Unilever PLC stock logo
UL
Unilever
$240,963$24,392 -9.2%4,8010.0%Consumer Staples
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$237,740$1,221 -0.5%2,9210.0%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$233,9240.0%1,7320.0%Manufacturing
Oracle Co. stock logo
ORCL
Oracle
$225,601$225,601 New Holding1,7960.0%Computer and Technology
Arista Networks, Inc. stock logo
ANET
Arista Networks
$222,125$222,125 New Holding7660.0%Computer and Technology
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$214,645$214,645 New Holding1,1490.0%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$214,478$214,478 New Holding2,5400.0%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$214,429$214,429 New Holding1,0060.0%Business Services
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$213,213$31,577 -12.9%9,3720.0%ETF
InterDigital, Inc. stock logo
IDCC
InterDigital
$212,9200.0%2,0000.0%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$210,349$210,349 New Holding5740.0%Industrial Products
Moody's Co. stock logo
MCO
Moody's
$204,9850.0%5220.0%Finance
Gartner, Inc. stock logo
IT
Gartner
$0$469,651 -100.0%00.0%Business Services
Altria Group, Inc. stock logo
MO
Altria Group
$0$297,024 -100.0%00.0%Consumer Staples
Honeywell International Inc. stock logo
HON
Honeywell International
$0$283,528 -100.0%00.0%Multi-Sector Conglomerates
Tesla, Inc. stock logo
TSLA
Tesla
$0$275,261 -100.0%00.0%Auto/Tires/Trucks
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$0$201,997 -100.0%00.0%Computer and Technology
BP p.l.c. stock logo
BP
BP
$0$200,187 -100.0%00.0%Oils/Energy

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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