Filed: 2/12/2024ACC: 0001767513-24-000001
📋 What this filing means
HUMAN INVESTING LLC filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $463.19M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
93
Positions
$463.19M
Total AUM (reported)
4.55M
Total Shares
Allocation by class
S&P 500 ETF SHS$113.41M24.5%
VAN FTSE DEV MKT$46.49M10.0%
COM$33.59M7.3%
DIV APP ETF$26.52M5.7%
HIGH DIV YLD$26.42M5.7%
CORE S&P MCP ETF$24.36M5.3%
SHORT TRM BOND$24.22M5.2%
Portfolio Concentration
Top 3$186.42M40.2%
4–10$140.29M30.3%
11–25$91.50M19.8%
Rest$44.98M9.7%
Top 3 weight
40.2%
Top 10 weight
70.5%
Voting Authority Distribution
Total shares with voting rights: 2.70K
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
2.70K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole93
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings93
Rows:
VANGUARD INDEX FDS
SOLEShares259.64K
TypeSH
Market value$113.41M
24.48%
Sole
0.00
Shared
0.00
None
50.00
VANGUARD TAX-MANAGED FDS
SOLEShares970.53K
TypeSH
Market value$46.49M
10.04%
Sole
0.00
Shared
0.00
None
50.00
VANGUARD SPECIALIZED FUNDS
SOLEShares155.63K
TypeSH
Market value$26.52M
5.73%
Sole
0.00
Shared
0.00
None
50.00
VANGUARD WHITEHALL FDS
SOLEShares236.67K
TypeSH
Market value$26.42M
5.70%
Sole
0.00
Shared
0.00
None
50.00
ISHARES TR
SOLEShares87.88K
TypeSH
Market value$24.36M
5.26%
Sole
0.00
Shared
0.00
None
50.00
VANGUARD BD INDEX FDS
SOLEShares314.48K
TypeSH
Market value$24.22M
5.23%
Sole
0.00
Shared
0.00
None
50.00
VANGUARD CHARLOTTE FDS
SOLEShares410.13K
TypeSH
Market value$20.25M
4.37%
Sole
0.00
Shared
0.00
None
50.00
ISHARES TR
SOLEShares38.44K
TypeSH
Market value$18.36M
3.96%
Sole
0.00
Shared
0.00
None
25.00
VANGUARD BD INDEX FDS
SOLEShares175.87K
TypeSH
Market value$13.43M
2.90%
Sole
0.00
Shared
0.00
None
50.00
ISHARES TR
SOLEShares122.42K
TypeSH
Market value$13.25M
2.86%
Sole
0.00
Shared
0.00
None
50.00
VANGUARD SCOTTSDALE FDS
SOLEShares208.79K
TypeSH
Market value$12.18M
2.63%
Sole
0.00
Shared
0.00
None
50.00
VANGUARD INTL EQUITY INDEX F
SOLEShares287.49K
TypeSH
Market value$11.82M
2.55%
Sole
0.00
Shared
0.00
None
50.00
VANGUARD WORLD FD
SOLEShares121.68K
TypeSH
Market value$10.35M
2.23%
Sole
0.00
Shared
0.00
None
50.00
VANGUARD WHITEHALL FDS
SOLEShares155.41K
TypeSH
Market value$10.33M
2.23%
Sole
0.00
Shared
0.00
None
50.00
VANGUARD WHITEHALL FDS
SOLEShares126.57K
TypeSH
Market value$10.04M
2.17%
Sole
0.00
Shared
0.00
None
50.00
VANGUARD INDEX FDS
SOLEShares21.06K
TypeSH
Market value$5.00M
1.08%
Sole
0.00
Shared
0.00
None
25.00
NIKE INC
SOLEShares41.47K
TypeSH
Market value$4.50M
0.97%
Sole
0.00
Shared
0.00
None
25.00
APPLE INC
SOLEShares22.15K
TypeSH
Market value$4.26M
0.92%
Sole
0.00
Shared
0.00
None
25.00
VANGUARD INDEX FDS
SOLEShares46.60K
TypeSH
Market value$4.12M
0.89%
Sole
0.00
Shared
0.00
None
25.00
VANGUARD BD INDEX FDS
SOLEShares52.28K
TypeSH
Market value$3.84M
0.83%
Sole
0.00
Shared
0.00
None
25.00
BROADCOM INC
SOLEShares3.20K
TypeSH
Market value$3.57M
0.77%
Sole
0.00
Shared
0.00
None
25.00
VANGUARD WORLD FD
SOLEShares57.88K
TypeSH
Market value$3.20M
0.69%
Sole
0.00
Shared
0.00
None
50.00
VANGUARD INDEX FDS
SOLEShares13.08K
TypeSH
Market value$2.85M
0.62%
Sole
0.00
Shared
0.00
None
25.00
MICROSOFT CORP
SOLEShares7.29K
TypeSH
Market value$2.74M
0.59%
Sole
0.00
Shared
0.00
None
25.00
VANGUARD WORLD FD
SOLEShares42.49K
TypeSH
Market value$2.69M
0.58%
Sole
0.00
Shared
0.00
None
25.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 259.64K | SH | $113.41M 24.48% | 0.00 | 0.00 | 50.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 970.53K | SH | $46.49M 10.04% | 0.00 | 0.00 | 50.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 155.63K | SH | $26.52M 5.73% | 0.00 | 0.00 | 50.00 |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 236.67K | SH | $26.42M 5.70% | 0.00 | 0.00 | 50.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 87.88K | SH | $24.36M 5.26% | 0.00 | 0.00 | 50.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 314.48K | SH | $24.22M 5.23% | 0.00 | 0.00 | 50.00 |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 410.13K | SH | $20.25M 4.37% | 0.00 | 0.00 | 50.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 38.44K | SH | $18.36M 3.96% | 0.00 | 0.00 | 25.00 |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 175.87K | SH | $13.43M 2.90% | 0.00 | 0.00 | 50.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 122.42K | SH | $13.25M 2.86% | 0.00 | 0.00 | 50.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 208.79K | SH | $12.18M 2.63% | 0.00 | 0.00 | 50.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 287.49K | SH | $11.82M 2.55% | 0.00 | 0.00 | 50.00 |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 121.68K | SH | $10.35M 2.23% | 0.00 | 0.00 | 50.00 |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 155.41K | SH | $10.33M 2.23% | 0.00 | 0.00 | 50.00 |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 126.57K | SH | $10.04M 2.17% | 0.00 | 0.00 | 50.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 21.06K | SH | $5.00M 1.08% | 0.00 | 0.00 | 25.00 |
NIKE INCSOLE | CL B | 41.47K | SH | $4.50M 0.97% | 0.00 | 0.00 | 25.00 |
APPLE INCSOLE | COM | 22.15K | SH | $4.26M 0.92% | 0.00 | 0.00 | 25.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 46.60K | SH | $4.12M 0.89% | 0.00 | 0.00 | 25.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 52.28K | SH | $3.84M 0.83% | 0.00 | 0.00 | 25.00 |
BROADCOM INCSOLE | COM | 3.20K | SH | $3.57M 0.77% | 0.00 | 0.00 | 25.00 |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 57.88K | SH | $3.20M 0.69% | 0.00 | 0.00 | 50.00 |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 13.08K | SH | $2.85M 0.62% | 0.00 | 0.00 | 25.00 |
MICROSOFT CORPSOLE | COM | 7.29K | SH | $2.74M 0.59% | 0.00 | 0.00 | 25.00 |
VANGUARD WORLD FDSOLE | ESG US CORP BD | 42.49K | SH | $2.69M 0.58% | 0.00 | 0.00 | 25.00 |
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