Filed: 8/4/2025ACC: 0001767513-25-000003
📋 What this filing means
HUMAN INVESTING LLC filed this quarterly 13F‑HR report disclosing 96 equity positions with a total reported market value of $634.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$634.88M
Total AUM (reported)
5.86M
Total Shares
Allocation by class
S&P 500 ETF SHS$176.09M27.7%
VAN FTSE DEV MKT$69.40M10.9%
COM$34.98M5.5%
HIGH DIV YLD$33.43M5.3%
DIV APP ETF$33.42M5.3%
CORE S&P MCP ETF$33.09M5.2%
SHORT TRM BOND$31.87M5.0%
Portfolio Concentration
Top 3$278.91M43.9%
4–10$185.29M29.2%
11–25$123.64M19.5%
Rest$47.04M7.4%
Top 3 weight
43.9%
Top 10 weight
73.1%
Voting Authority Distribution
Total shares with voting rights: 5.86M
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
5.86M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole80
Shared0
Other16
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings96
Rows:
VANGUARD INDEX FDS
DFNDShares309.57K
TypeSH
Market value$176.09M
27.74%
Sole
0.00
Shared
0.00
None
309.57K
VANGUARD TAX-MANAGED FDS
DFNDShares1.22M
TypeSH
Market value$69.40M
10.93%
Sole
0.00
Shared
0.00
None
1.22M
VANGUARD WHITEHALL FDS
DFNDShares250.70K
TypeSH
Market value$33.43M
5.27%
Sole
0.00
Shared
0.00
None
250.70K
VANGUARD SPECIALIZED FUNDS
DFNDShares163.24K
TypeSH
Market value$33.42M
5.26%
Sole
0.00
Shared
0.00
None
163.24K
ISHARES TR
DFNDShares533.14K
TypeSH
Market value$33.09M
5.21%
Sole
0.00
Shared
0.00
None
533.14K
VANGUARD BD INDEX FDS
DFNDShares405.08K
TypeSH
Market value$31.87M
5.02%
Sole
0.00
Shared
0.00
None
405.08K
VANGUARD CHARLOTTE FDS
SOLEShares545.33K
TypeSH
Market value$26.99M
4.25%
Sole
0.00
Shared
0.00
None
545.33K
ISHARES TR
SOLEShares39.31K
TypeSH
Market value$24.41M
3.84%
Sole
0.00
Shared
0.00
None
39.31K
VANGUARD BD INDEX FDS
DFNDShares230.46K
TypeSH
Market value$17.81M
2.81%
Sole
0.00
Shared
0.00
None
230.46K
VANGUARD INTL EQUITY INDEX F
DFNDShares357.74K
TypeSH
Market value$17.70M
2.79%
Sole
0.00
Shared
0.00
None
357.74K
ISHARES TR
DFNDShares152.93K
TypeSH
Market value$16.72M
2.63%
Sole
0.00
Shared
0.00
None
152.93K
VANGUARD WORLD FD
DFNDShares150.01K
TypeSH
Market value$16.50M
2.60%
Sole
0.00
Shared
0.00
None
150.01K
VANGUARD SCOTTSDALE FDS
SOLEShares275.35K
TypeSH
Market value$16.18M
2.55%
Sole
0.00
Shared
0.00
None
275.35K
VANGUARD WHITEHALL FDS
DFNDShares173.23K
TypeSH
Market value$13.88M
2.19%
Sole
0.00
Shared
0.00
None
173.23K
VANGUARD WHITEHALL FDS
DFNDShares136.20K
TypeSH
Market value$12.26M
1.93%
Sole
0.00
Shared
0.00
None
136.20K
BROADCOM INC
SOLEShares27.41K
TypeSH
Market value$7.55M
1.19%
Sole
0.00
Shared
0.00
None
27.41K
VANGUARD INDEX FDS
SOLEShares21.65K
TypeSH
Market value$6.58M
1.04%
Sole
0.00
Shared
0.00
None
21.65K
VANGUARD INDEX FDS
DFNDShares19.56K
TypeSH
Market value$5.59M
0.88%
Sole
0.00
Shared
0.00
None
19.56K
VANGUARD WORLD FD
DFNDShares78.66K
TypeSH
Market value$5.14M
0.81%
Sole
0.00
Shared
0.00
None
78.66K
VANGUARD INDEX FDS
SOLEShares53.05K
TypeSH
Market value$4.72M
0.74%
Sole
0.00
Shared
0.00
None
53.05K
VANGUARD BD INDEX FDS
SOLEShares63.62K
TypeSH
Market value$4.68M
0.74%
Sole
0.00
Shared
0.00
None
63.62K
MICROSOFT CORP
SOLEShares7.64K
TypeSH
Market value$3.80M
0.60%
Sole
0.00
Shared
0.00
None
7.64K
VANGUARD WORLD FD
DFNDShares58.89K
TypeSH
Market value$3.73M
0.59%
Sole
0.00
Shared
0.00
None
58.89K
APPLE INC
SOLEShares16.25K
TypeSH
Market value$3.33M
0.53%
Sole
0.00
Shared
0.00
None
16.25K
VANGUARD SCOTTSDALE FDS
SOLEShares49.65K
TypeSH
Market value$2.97M
0.47%
Sole
0.00
Shared
0.00
None
49.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 309.57K | SH | $176.09M 27.74% | 0.00 | 0.00 | 309.57K |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 1.22M | SH | $69.40M 10.93% | 0.00 | 0.00 | 1.22M |
VANGUARD WHITEHALL FDSDFND | HIGH DIV YLD | 250.70K | SH | $33.43M 5.27% | 0.00 | 0.00 | 250.70K |
VANGUARD SPECIALIZED FUNDSDFND | DIV APP ETF | 163.24K | SH | $33.42M 5.26% | 0.00 | 0.00 | 163.24K |
ISHARES TRDFND | CORE S&P MCP ETF | 533.14K | SH | $33.09M 5.21% | 0.00 | 0.00 | 533.14K |
VANGUARD BD INDEX FDSDFND | SHORT TRM BOND | 405.08K | SH | $31.87M 5.02% | 0.00 | 0.00 | 405.08K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 545.33K | SH | $26.99M 4.25% | 0.00 | 0.00 | 545.33K |
ISHARES TRSOLE | CORE S&P500 ETF | 39.31K | SH | $24.41M 3.84% | 0.00 | 0.00 | 39.31K |
VANGUARD BD INDEX FDSDFND | INTERMED TERM | 230.46K | SH | $17.81M 2.81% | 0.00 | 0.00 | 230.46K |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 357.74K | SH | $17.70M 2.79% | 0.00 | 0.00 | 357.74K |
ISHARES TRDFND | CORE S&P SCP ETF | 152.93K | SH | $16.72M 2.63% | 0.00 | 0.00 | 152.93K |
VANGUARD WORLD FDDFND | ESG US STK ETF | 150.01K | SH | $16.50M 2.60% | 0.00 | 0.00 | 150.01K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 275.35K | SH | $16.18M 2.55% | 0.00 | 0.00 | 275.35K |
VANGUARD WHITEHALL FDSDFND | INTL HIGH ETF | 173.23K | SH | $13.88M 2.19% | 0.00 | 0.00 | 173.23K |
VANGUARD WHITEHALL FDSDFND | INTL DVD ETF | 136.20K | SH | $12.26M 1.93% | 0.00 | 0.00 | 136.20K |
BROADCOM INCSOLE | COM | 27.41K | SH | $7.55M 1.19% | 0.00 | 0.00 | 27.41K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 21.65K | SH | $6.58M 1.04% | 0.00 | 0.00 | 21.65K |
VANGUARD INDEX FDSDFND | LARGE CAP ETF | 19.56K | SH | $5.59M 0.88% | 0.00 | 0.00 | 19.56K |
VANGUARD WORLD FDDFND | ESG INTL STK ETF | 78.66K | SH | $5.14M 0.81% | 0.00 | 0.00 | 78.66K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 53.05K | SH | $4.72M 0.74% | 0.00 | 0.00 | 53.05K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 63.62K | SH | $4.68M 0.74% | 0.00 | 0.00 | 63.62K |
MICROSOFT CORPSOLE | COM | 7.64K | SH | $3.80M 0.60% | 0.00 | 0.00 | 7.64K |
VANGUARD WORLD FDDFND | ESG US CORP BD | 58.89K | SH | $3.73M 0.59% | 0.00 | 0.00 | 58.89K |
APPLE INCSOLE | COM | 16.25K | SH | $3.33M 0.53% | 0.00 | 0.00 | 16.25K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 49.65K | SH | $2.97M 0.47% | 0.00 | 0.00 | 49.65K |
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