HUMAN INVESTING LLC

Filed: 5/15/2025ACC: 0001767513-25-000002

📋 What this filing means

HUMAN INVESTING LLC filed this quarterly 13F‑HR report disclosing 123 equity positions with a total reported market value of $567.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

123

Positions

$567.92M

Total AUM (reported)

5.66M

Total Shares

Allocation by class

S&P 500 ETF SHS$144.41M25.4%

VAN FTSE DEV MKT$58.01M10.2%

COM$32.87M5.8%

HIGH DIV YLD$31.27M5.5%

DIV APP ETF$30.44M5.4%

SHORT TRM BOND$28.38M5.0%

CORE S&P MCP ETF$27.86M4.9%

Portfolio Concentration

Top 3$232.00M40.9%

4–10$161.85M28.5%

11–25$108.66M19.1%

Rest$65.41M11.5%

Top 3 weight

40.9%

Top 10 weight

69.3%

Voting Authority Distribution

Total shares with voting rights: 5.66M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

5.66M

% of voting shares100.0%

Investment Discretion (by position count)

Sole89

Shared0

Other34

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings123

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares280.69K

TypeSH

Market value$144.25M

25.40%

Sole

0.00

Shared

0.00

None

280.69K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares1.12M

TypeSH

Market value$56.90M

10.02%

Sole

0.00

Shared

0.00

None

1.12M

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares239.24K

TypeSH

Market value$30.85M

5.43%

Sole

0.00

Shared

0.00

None

239.24K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares156.93K

TypeSH

Market value$30.44M

5.36%

Sole

0.00

Shared

0.00

None

156.93K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares362.27K

TypeSH

Market value$28.36M

4.99%

Sole

0.00

Shared

0.00

None

362.27K

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares477.38K

TypeSH

Market value$27.86M

4.90%

Sole

0.00

Shared

0.00

None

477.38K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares483.07K

TypeSH

Market value$23.58M

4.15%

Sole

0.00

Shared

0.00

None

483.07K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares37.50K

TypeSH

Market value$21.07M

3.71%

Sole

0.00

Shared

0.00

None

37.50K

VANGUARD BD INDEX FDS

SOLE

INTERMED TERM

Shares204.49K

TypeSH

Market value$15.66M

2.76%

Sole

0.00

Shared

0.00

None

204.49K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares328.88K

TypeSH

Market value$14.89M

2.62%

Sole

0.00

Shared

0.00

None

328.88K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares246.33K

TypeSH

Market value$14.46M

2.55%

Sole

0.00

Shared

0.00

None

246.33K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares137.38K

TypeSH

Market value$14.37M

2.53%

Sole

0.00

Shared

0.00

None

137.38K

VANGUARD WORLD FD

SOLE

ESG US STK ETF

Shares128.37K

TypeSH

Market value$12.57M

2.21%

Sole

0.00

Shared

0.00

None

128.37K

VANGUARD WHITEHALL FDS

SOLE

INTL HIGH ETF

Shares168.38K

TypeSH

Market value$12.41M

2.18%

Sole

0.00

Shared

0.00

None

168.38K

VANGUARD WHITEHALL FDS

SOLE

INTL DVD ETF

Shares132.84K

TypeSH

Market value$11.02M

1.94%

Sole

0.00

Shared

0.00

None

132.84K

VANGUARD INDEX FDS

DFND

TAX EXEMPT BD

Shares15.15K

TypeSH

Market value$7.79M

1.37%

Sole

0.00

Shared

0.00

None

15.15K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares20.94K

TypeSH

Market value$5.76M

1.01%

Sole

0.00

Shared

0.00

None

20.94K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares52.07K

TypeSH

Market value$4.71M

0.83%

Sole

0.00

Shared

0.00

None

52.07K

BROADCOM INC

SOLE

COM

Shares27.42K

TypeSH

Market value$4.59M

0.81%

Sole

0.00

Shared

0.00

None

27.42K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares59.80K

TypeSH

Market value$4.39M

0.77%

Sole

0.00

Shared

0.00

None

59.80K

VANGUARD WORLD FD

SOLE

ESG INTL STK ETF

Shares68.41K

TypeSH

Market value$4.03M

0.71%

Sole

0.00

Shared

0.00

None

68.41K

APPLE INC

SOLE

COM

Shares16.02K

TypeSH

Market value$3.56M

0.63%

Sole

0.00

Shared

0.00

None

16.02K

VANGUARD WORLD FD

SOLE

ESG US CORP BD

Shares52.34K

TypeSH

Market value$3.29M

0.58%

Sole

0.00

Shared

0.00

None

52.34K

VANGUARD TAX-MANAGED FDS

DFND

TOTAL BND MRKT

Shares56.45K

TypeSH

Market value$2.87M

0.51%

Sole

0.00

Shared

0.00

None

56.45K

MICROSOFT CORP

SOLE

COM

Shares7.58K

TypeSH

Market value$2.85M

0.50%

Sole

0.00

Shared

0.00

None

7.58K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	280.69K	SH	$144.25M 25.40%	280.69K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	1.12M	SH	$56.90M 10.02%	1.12M
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	239.24K	SH	$30.85M 5.43%	239.24K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	156.93K	SH	$30.44M 5.36%	156.93K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	362.27K	SH	$28.36M 4.99%	362.27K
ISHARES TRSOLE	CORE S&P MCP ETF	477.38K	SH	$27.86M 4.90%	477.38K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	483.07K	SH	$23.58M 4.15%	483.07K
ISHARES TRSOLE	CORE S&P500 ETF	37.50K	SH	$21.07M 3.71%	37.50K
VANGUARD BD INDEX FDSSOLE	INTERMED TERM	204.49K	SH	$15.66M 2.76%	204.49K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	328.88K	SH	$14.89M 2.62%	328.88K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	246.33K	SH	$14.46M 2.55%	246.33K
ISHARES TRSOLE	CORE S&P SCP ETF	137.38K	SH	$14.37M 2.53%	137.38K
VANGUARD WORLD FDSOLE	ESG US STK ETF	128.37K	SH	$12.57M 2.21%	128.37K
VANGUARD WHITEHALL FDSSOLE	INTL HIGH ETF	168.38K	SH	$12.41M 2.18%	168.38K
VANGUARD WHITEHALL FDSSOLE	INTL DVD ETF	132.84K	SH	$11.02M 1.94%	132.84K
VANGUARD INDEX FDSDFND	TAX EXEMPT BD	15.15K	SH	$7.79M 1.37%	15.15K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	20.94K	SH	$5.76M 1.01%	20.94K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	52.07K	SH	$4.71M 0.83%	52.07K
BROADCOM INCSOLE	COM	27.42K	SH	$4.59M 0.81%	27.42K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	59.80K	SH	$4.39M 0.77%	59.80K
VANGUARD WORLD FDSOLE	ESG INTL STK ETF	68.41K	SH	$4.03M 0.71%	68.41K
APPLE INCSOLE	COM	16.02K	SH	$3.56M 0.63%	16.02K
VANGUARD WORLD FDSOLE	ESG US CORP BD	52.34K	SH	$3.29M 0.58%	52.34K
VANGUARD TAX-MANAGED FDSDFND	TOTAL BND MRKT	56.45K	SH	$2.87M 0.51%	56.45K
MICROSOFT CORPSOLE	COM	7.58K	SH	$2.85M 0.50%	7.58K

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