HUMAN INVESTING LLC

Filed: 1/31/2025ACC: 0001767513-25-000001

📋 What this filing means

HUMAN INVESTING LLC filed this quarterly 13F‑HR report disclosing 329 equity positions with a total reported market value of $563.91M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

329

Positions

$563.91M

Total AUM (reported)

5.54M

Total Shares

Allocation by class

S&P 500 ETF SHS$152.37M27.0%

VAN FTSE DEV MKT$53.94M9.6%

COM$38.19M6.8%

DIV APP ETF$31.04M5.5%

HIGH DIV YLD$30.94M5.5%

CORE S&P MCP ETF$29.89M5.3%

SHORT TRM BOND$28.69M5.1%

Portfolio Concentration

Top 3$237.35M42.1%

4–10$167.59M29.7%

11–25$107.05M19.0%

Rest$51.91M9.2%

Top 3 weight

42.1%

Top 10 weight

71.8%

Voting Authority Distribution

Total shares with voting rights: 5.54M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.54M

% of voting shares100.0%

Investment Discretion (by position count)

Sole329

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings329

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares282.79K

TypeSH

Market value$152.37M

27.02%

Sole

0.00

Shared

0.00

None

282.79K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares1.13M

TypeSH

Market value$53.94M

9.57%

Sole

0.00

Shared

0.00

None

1.13M

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares158.53K

TypeSH

Market value$31.04M

5.51%

Sole

0.00

Shared

0.00

None

158.53K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares242.50K

TypeSH

Market value$30.94M

5.49%

Sole

0.00

Shared

0.00

None

242.50K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares479.64K

TypeSH

Market value$29.89M

5.30%

Sole

0.00

Shared

0.00

None

479.64K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares371.35K

TypeSH

Market value$28.69M

5.09%

Sole

0.00

Shared

0.00

None

371.35K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares494.17K

TypeSH

Market value$24.24M

4.30%

Sole

0.00

Shared

0.00

None

494.17K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares38.11K

TypeSH

Market value$22.43M

3.98%

Sole

0.00

Shared

0.00

None

38.11K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares137.14K

TypeSH

Market value$15.80M

2.80%

Sole

0.00

Shared

0.00

None

137.14K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares208.66K

TypeSH

Market value$15.59M

2.77%

Sole

0.00

Shared

0.00

None

208.66K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares251.69K

TypeSH

Market value$14.64M

2.60%

Sole

0.00

Shared

0.00

None

251.69K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares331.65K

TypeSH

Market value$14.61M

2.59%

Sole

0.00

Shared

0.00

None

331.65K

VANGUARD WORLD FD

SOLE

ESG US STK ETF

Shares134.86K

TypeSH

Market value$14.15M

2.51%

Sole

0.00

Shared

0.00

None

134.86K

VANGUARD WHITEHALL FDS

SOLE

INTL HIGH ETF

Shares165.69K

TypeSH

Market value$11.25M

1.99%

Sole

0.00

Shared

0.00

None

165.69K

VANGUARD WHITEHALL FDS

SOLE

INTL DVD ETF

Shares134.12K

TypeSH

Market value$10.73M

1.90%

Sole

0.00

Shared

0.00

None

134.12K

BROADCOM INC

SOLE

COM

Shares27.39K

TypeSH

Market value$6.35M

1.13%

Sole

0.00

Shared

0.00

None

27.39K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares21.08K

TypeSH

Market value$6.11M

1.08%

Sole

0.00

Shared

0.00

None

21.08K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares52.01K

TypeSH

Market value$4.63M

0.82%

Sole

0.00

Shared

0.00

None

52.01K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares59.25K

TypeSH

Market value$4.26M

0.76%

Sole

0.00

Shared

0.00

None

59.25K

VANGUARD WORLD FD

SOLE

ESG INTL STK ETF

Shares72.47K

TypeSH

Market value$4.11M

0.73%

Sole

0.00

Shared

0.00

None

72.47K

APPLE INC

SOLE

COM

Shares16.18K

TypeSH

Market value$4.05M

0.72%

Sole

0.00

Shared

0.00

None

16.18K

VANGUARD WORLD FD

SOLE

ESG US CORP BD

Shares53.93K

TypeSH

Market value$3.34M

0.59%

Sole

0.00

Shared

0.00

None

53.93K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares11.55K

TypeSH

Market value$3.12M

0.55%

Sole

0.00

Shared

0.00

None

11.55K

MICROSOFT CORP

SOLE

COM

Shares7.19K

TypeSH

Market value$3.03M

0.54%

Sole

0.00

Shared

0.00

None

7.19K

VANGUARD SCOTTSDALE FDS

SOLE

INTER TERM TREAS

Shares46.20K

TypeSH

Market value$2.68M

0.48%

Sole

0.00

Shared

0.00

None

46.20K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	282.79K	SH	$152.37M 27.02%	282.79K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	1.13M	SH	$53.94M 9.57%	1.13M
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	158.53K	SH	$31.04M 5.51%	158.53K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	242.50K	SH	$30.94M 5.49%	242.50K
ISHARES TRSOLE	CORE S&P MCP ETF	479.64K	SH	$29.89M 5.30%	479.64K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	371.35K	SH	$28.69M 5.09%	371.35K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	494.17K	SH	$24.24M 4.30%	494.17K
ISHARES TRSOLE	CORE S&P500 ETF	38.11K	SH	$22.43M 3.98%	38.11K
ISHARES TRSOLE	CORE S&P SCP ETF	137.14K	SH	$15.80M 2.80%	137.14K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	208.66K	SH	$15.59M 2.77%	208.66K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	251.69K	SH	$14.64M 2.60%	251.69K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	331.65K	SH	$14.61M 2.59%	331.65K
VANGUARD WORLD FDSOLE	ESG US STK ETF	134.86K	SH	$14.15M 2.51%	134.86K
VANGUARD WHITEHALL FDSSOLE	INTL HIGH ETF	165.69K	SH	$11.25M 1.99%	165.69K
VANGUARD WHITEHALL FDSSOLE	INTL DVD ETF	134.12K	SH	$10.73M 1.90%	134.12K
BROADCOM INCSOLE	COM	27.39K	SH	$6.35M 1.13%	27.39K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	21.08K	SH	$6.11M 1.08%	21.08K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	52.01K	SH	$4.63M 0.82%	52.01K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	59.25K	SH	$4.26M 0.76%	59.25K
VANGUARD WORLD FDSOLE	ESG INTL STK ETF	72.47K	SH	$4.11M 0.73%	72.47K
APPLE INCSOLE	COM	16.18K	SH	$4.05M 0.72%	16.18K
VANGUARD WORLD FDSOLE	ESG US CORP BD	53.93K	SH	$3.34M 0.59%	53.93K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	11.55K	SH	$3.12M 0.55%	11.55K
MICROSOFT CORPSOLE	COM	7.19K	SH	$3.03M 0.54%	7.19K
VANGUARD SCOTTSDALE FDSSOLE	INTER TERM TREAS	46.20K	SH	$2.68M 0.48%	46.20K

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