HUMAN INVESTING LLC

Filed: 10/28/2024ACC: 0001767513-24-000006

📋 What this filing means

HUMAN INVESTING LLC filed this quarterly 13F‑HR report disclosing 99 equity positions with a total reported market value of $552.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$552.76M

Total AUM (reported)

5.26M

Total Shares

Allocation by class

S&P 500 ETF SHS$144.10M26.1%

VAN FTSE DEV MKT$56.20M10.2%

COM$36.89M6.7%

DIV APP ETF$30.04M5.4%

HIGH DIV YLD$29.78M5.4%

CORE S&P MCP ETF$29.16M5.3%

SHORT TRM BOND$28.50M5.2%

Portfolio Concentration

Top 3$230.34M41.7%

4–10$165.15M29.9%

11–25$106.77M19.3%

Rest$50.49M9.1%

Top 3 weight

41.7%

Top 10 weight

71.5%

Voting Authority Distribution

Total shares with voting rights: 5.26M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.26M

% of voting shares100.0%

Investment Discretion (by position count)

Sole99

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings99

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares273.09K

TypeSH

Market value$144.10M

26.07%

Sole

0.00

Shared

0.00

None

273.09K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares1.06M

TypeSH

Market value$56.20M

10.17%

Sole

0.00

Shared

0.00

None

1.06M

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares151.68K

TypeSH

Market value$30.04M

5.43%

Sole

0.00

Shared

0.00

None

151.68K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares232.31K

TypeSH

Market value$29.78M

5.39%

Sole

0.00

Shared

0.00

None

232.31K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares467.93K

TypeSH

Market value$29.16M

5.28%

Sole

0.00

Shared

0.00

None

467.93K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares362.15K

TypeSH

Market value$28.50M

5.16%

Sole

0.00

Shared

0.00

None

362.15K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares475.82K

TypeSH

Market value$23.92M

4.33%

Sole

0.00

Shared

0.00

None

475.82K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares38.66K

TypeSH

Market value$22.30M

4.03%

Sole

0.00

Shared

0.00

None

38.66K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares202.96K

TypeSH

Market value$15.91M

2.88%

Sole

0.00

Shared

0.00

None

202.96K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares133.21K

TypeSH

Market value$15.58M

2.82%

Sole

0.00

Shared

0.00

None

133.21K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares315.10K

TypeSH

Market value$15.08M

2.73%

Sole

0.00

Shared

0.00

None

315.10K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares245.49K

TypeSH

Market value$14.49M

2.62%

Sole

0.00

Shared

0.00

None

245.49K

VANGUARD WORLD FD

SOLE

ESG US STK ETF

Shares130.74K

TypeSH

Market value$13.29M

2.40%

Sole

0.00

Shared

0.00

None

130.74K

VANGUARD WHITEHALL FDS

SOLE

INTL HIGH ETF

Shares155.97K

TypeSH

Market value$11.45M

2.07%

Sole

0.00

Shared

0.00

None

155.97K

VANGUARD WHITEHALL FDS

SOLE

INTL DVD ETF

Shares126.64K

TypeSH

Market value$11.18M

2.02%

Sole

0.00

Shared

0.00

None

126.64K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares21.07K

TypeSH

Market value$5.97M

1.08%

Sole

0.00

Shared

0.00

None

21.07K

BROADCOM INC

SOLE

COM

Shares29.81K

TypeSH

Market value$5.14M

0.93%

Sole

0.00

Shared

0.00

None

29.81K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares49.48K

TypeSH

Market value$4.82M

0.87%

Sole

0.00

Shared

0.00

None

49.48K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares60.29K

TypeSH

Market value$4.53M

0.82%

Sole

0.00

Shared

0.00

None

60.29K

VANGUARD WORLD FD

SOLE

ESG INTL STK ETF

Shares68.75K

TypeSH

Market value$4.23M

0.76%

Sole

0.00

Shared

0.00

None

68.75K

APPLE INC

SOLE

COM

Shares16.68K

TypeSH

Market value$3.89M

0.70%

Sole

0.00

Shared

0.00

None

16.68K

VANGUARD WORLD FD

SOLE

ESG US CORP BD

Shares52.84K

TypeSH

Market value$3.43M

0.62%

Sole

0.00

Shared

0.00

None

52.84K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares12.75K

TypeSH

Market value$3.36M

0.61%

Sole

0.00

Shared

0.00

None

12.75K

MICROSOFT CORP

SOLE

COM

Shares7.44K

TypeSH

Market value$3.20M

0.58%

Sole

0.00

Shared

0.00

None

7.44K

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares45.14K

TypeSH

Market value$2.73M

0.49%

Sole

0.00

Shared

0.00

None

45.14K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	273.09K	SH	$144.10M 26.07%	273.09K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	1.06M	SH	$56.20M 10.17%	1.06M
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	151.68K	SH	$30.04M 5.43%	151.68K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	232.31K	SH	$29.78M 5.39%	232.31K
ISHARES TRSOLE	CORE S&P MCP ETF	467.93K	SH	$29.16M 5.28%	467.93K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	362.15K	SH	$28.50M 5.16%	362.15K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	475.82K	SH	$23.92M 4.33%	475.82K
ISHARES TRSOLE	CORE S&P500 ETF	38.66K	SH	$22.30M 4.03%	38.66K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	202.96K	SH	$15.91M 2.88%	202.96K
ISHARES TRSOLE	CORE S&P SCP ETF	133.21K	SH	$15.58M 2.82%	133.21K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	315.10K	SH	$15.08M 2.73%	315.10K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	245.49K	SH	$14.49M 2.62%	245.49K
VANGUARD WORLD FDSOLE	ESG US STK ETF	130.74K	SH	$13.29M 2.40%	130.74K
VANGUARD WHITEHALL FDSSOLE	INTL HIGH ETF	155.97K	SH	$11.45M 2.07%	155.97K
VANGUARD WHITEHALL FDSSOLE	INTL DVD ETF	126.64K	SH	$11.18M 2.02%	126.64K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	21.07K	SH	$5.97M 1.08%	21.07K
BROADCOM INCSOLE	COM	29.81K	SH	$5.14M 0.93%	29.81K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	49.48K	SH	$4.82M 0.87%	49.48K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	60.29K	SH	$4.53M 0.82%	60.29K
VANGUARD WORLD FDSOLE	ESG INTL STK ETF	68.75K	SH	$4.23M 0.76%	68.75K
APPLE INCSOLE	COM	16.68K	SH	$3.89M 0.70%	16.68K
VANGUARD WORLD FDSOLE	ESG US CORP BD	52.84K	SH	$3.43M 0.62%	52.84K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	12.75K	SH	$3.36M 0.61%	12.75K
MICROSOFT CORPSOLE	COM	7.44K	SH	$3.20M 0.58%	7.44K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	45.14K	SH	$2.73M 0.49%	45.14K

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