Filed: 10/31/2022ACC: 0001767513-22-000007
📋 What this filing means
HUMAN INVESTING LLC filed this quarterly 13F‑HR report disclosing 107 equity positions with a total reported market value of $392.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
107
Positions
$392.3K
Total AUM (reported)
4.95M
Total Shares
Allocation by class
S&P 500 ETF SHS$78.6K20.0%
COM$52.2K13.3%
VAN FTSE DEV MKT$32.4K8.3%
SHORT TRM BOND$28.9K7.4%
TOTAL INT BD ETF$23.2K5.9%
CORE S&P MCP ETF$17.9K4.6%
HIGH DIV YLD$15.7K4.0%
Portfolio Concentration
Top 3$139.9K35.7%
4–10$116.4K29.7%
11–25$69.4K17.7%
Rest$66.6K17.0%
Top 3 weight
35.7%
Top 10 weight
65.3%
Voting Authority Distribution
Total shares with voting rights: 4.95M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
4.95M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole107
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings107
Rows:
VANGUARD INDEX FDS
SOLEShares239.29K
TypeSH
Market value$78.6K
20.02%
Sole
0.00
Shared
0.00
None
239.29K
VANGUARD TAX-MANAGED FDS
SOLEShares891.23K
TypeSH
Market value$32.4K
8.26%
Sole
0.00
Shared
0.00
None
891.23K
VANGUARD BD INDEX FDS
SOLEShares386.42K
TypeSH
Market value$28.9K
7.37%
Sole
0.00
Shared
0.00
None
386.42K
VANGUARD CHARLOTTE FDS
SOLEShares485.69K
TypeSH
Market value$23.2K
5.91%
Sole
0.00
Shared
0.00
None
485.69K
ISHARES TR
SOLEShares81.83K
TypeSH
Market value$17.9K
4.57%
Sole
0.00
Shared
0.00
None
81.83K
VANGUARD WHITEHALL FDS
SOLEShares165.70K
TypeSH
Market value$15.7K
4.01%
Sole
0.00
Shared
0.00
None
165.70K
VANGUARD SPECIALIZED FUNDS
SOLEShares114.75K
TypeSH
Market value$15.5K
3.95%
Sole
0.00
Shared
0.00
None
114.75K
VANGUARD BD INDEX FDS
SOLEShares209.59K
TypeSH
Market value$15.4K
3.93%
Sole
0.00
Shared
0.00
None
209.59K
ISHARES TR
SOLEShares40.47K
TypeSH
Market value$14.5K
3.70%
Sole
0.00
Shared
0.00
None
40.47K
VANGUARD SCOTTSDALE FDS
SOLEShares244.26K
TypeSH
Market value$14.1K
3.60%
Sole
0.00
Shared
0.00
None
244.26K
ISHARES TR
SOLEShares102.52K
TypeSH
Market value$8.9K
2.28%
Sole
0.00
Shared
0.00
None
102.52K
VANGUARD INTL EQUITY INDEX F
SOLEShares228.24K
TypeSH
Market value$8.3K
2.12%
Sole
0.00
Shared
0.00
None
228.24K
ISHARES TR
SOLEShares60.11K
TypeSH
Market value$6.2K
1.57%
Sole
0.00
Shared
0.00
None
60.11K
VANGUARD WHITEHALL FDS
SOLEShares118.45K
TypeSH
Market value$6.2K
1.57%
Sole
0.00
Shared
0.00
None
118.45K
VANGUARD WHITEHALL FDS
SOLEShares97K
TypeSH
Market value$6.0K
1.53%
Sole
0.00
Shared
0.00
None
97K
VANGUARD MUN BD FDS
SOLEShares112.50K
TypeSH
Market value$5.4K
1.38%
Sole
0.00
Shared
0.00
None
112.50K
VANGUARD WORLD FD
SOLEShares85.26K
TypeSH
Market value$5.4K
1.37%
Sole
0.00
Shared
0.00
None
85.26K
VANGUARD INDEX FDS
SOLEShares21.42K
TypeSH
Market value$3.8K
0.98%
Sole
0.00
Shared
0.00
None
21.42K
NIKE INC
SOLEShares37.33K
TypeSH
Market value$3.1K
0.79%
Sole
0.00
Shared
0.00
None
37.33K
ABBVIE INC
SOLEShares23.01K
TypeSH
Market value$3.1K
0.79%
Sole
0.00
Shared
0.00
None
23.01K
APPLE INC
SOLEShares21.96K
TypeSH
Market value$3.0K
0.77%
Sole
0.00
Shared
0.00
None
21.96K
VANGUARD WORLD FD
SOLEShares61.64K
TypeSH
Market value$2.7K
0.68%
Sole
0.00
Shared
0.00
None
61.64K
BLOCK H & R INC
SOLEShares60.64K
TypeSH
Market value$2.6K
0.66%
Sole
0.00
Shared
0.00
None
60.64K
VANGUARD INDEX FDS
SOLEShares30.33K
TypeSH
Market value$2.4K
0.62%
Sole
0.00
Shared
0.00
None
30.33K
VANGUARD BD INDEX FDS
SOLEShares31.98K
TypeSH
Market value$2.3K
0.58%
Sole
0.00
Shared
0.00
None
31.98K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 239.29K | SH | $78.6K 20.02% | 0.00 | 0.00 | 239.29K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 891.23K | SH | $32.4K 8.26% | 0.00 | 0.00 | 891.23K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 386.42K | SH | $28.9K 7.37% | 0.00 | 0.00 | 386.42K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 485.69K | SH | $23.2K 5.91% | 0.00 | 0.00 | 485.69K |
ISHARES TRSOLE | CORE S&P MCP ETF | 81.83K | SH | $17.9K 4.57% | 0.00 | 0.00 | 81.83K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 165.70K | SH | $15.7K 4.01% | 0.00 | 0.00 | 165.70K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 114.75K | SH | $15.5K 3.95% | 0.00 | 0.00 | 114.75K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 209.59K | SH | $15.4K 3.93% | 0.00 | 0.00 | 209.59K |
ISHARES TRSOLE | CORE S&P500 ETF | 40.47K | SH | $14.5K 3.70% | 0.00 | 0.00 | 40.47K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 244.26K | SH | $14.1K 3.60% | 0.00 | 0.00 | 244.26K |
ISHARES TRSOLE | CORE S&P SCP ETF | 102.52K | SH | $8.9K 2.28% | 0.00 | 0.00 | 102.52K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 228.24K | SH | $8.3K 2.12% | 0.00 | 0.00 | 228.24K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 60.11K | SH | $6.2K 1.57% | 0.00 | 0.00 | 60.11K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 118.45K | SH | $6.2K 1.57% | 0.00 | 0.00 | 118.45K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 97K | SH | $6.0K 1.53% | 0.00 | 0.00 | 97K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 112.50K | SH | $5.4K 1.38% | 0.00 | 0.00 | 112.50K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 85.26K | SH | $5.4K 1.37% | 0.00 | 0.00 | 85.26K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 21.42K | SH | $3.8K 0.98% | 0.00 | 0.00 | 21.42K |
NIKE INCSOLE | CL B | 37.33K | SH | $3.1K 0.79% | 0.00 | 0.00 | 37.33K |
ABBVIE INCSOLE | COM | 23.01K | SH | $3.1K 0.79% | 0.00 | 0.00 | 23.01K |
APPLE INCSOLE | COM | 21.96K | SH | $3.0K 0.77% | 0.00 | 0.00 | 21.96K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 61.64K | SH | $2.7K 0.68% | 0.00 | 0.00 | 61.64K |
BLOCK H & R INCSOLE | COM | 60.64K | SH | $2.6K 0.66% | 0.00 | 0.00 | 60.64K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 30.33K | SH | $2.4K 0.62% | 0.00 | 0.00 | 30.33K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 31.98K | SH | $2.3K 0.58% | 0.00 | 0.00 | 31.98K |
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