Filed: 11/3/2025ACC: 0001767513-25-000007
๐ What this filing means
HUMAN INVESTING LLC filed this quarterly 13FโHR report disclosing 91 equity positions with a total reported market value of $676.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$676.83M
Total AUM (reported)
5.99M
Total Shares
Allocation by class
S&P 500 ETF SHS$188.15M27.8%
VAN FTSE DEV MKT$72.56M10.7%
COM$37.00M5.5%
CORE S&P MCP ETF$36.42M5.4%
SHORT TRM BOND$35.20M5.2%
HIGH DIV YLD$34.71M5.1%
DIV APP ETF$34.63M5.1%
Portfolio Concentration
Top 3$297.12M43.9%
4โ10$199.76M29.5%
11โ25$132.77M19.6%
Rest$47.18M7.0%
Top 3 weight
43.9%
Top 10 weight
73.4%
Voting Authority Distribution
Total shares with voting rights: 5.99M
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
5.99M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole52
Shared0
Other39
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings91
Rows:
VANGUARD INDEX FDS
DFNDShares307.24K
TypeSH
Market value$188.15M
27.80%
Sole
0.00
Shared
0.00
None
307.24K
VANGUARD TAX-MANAGED FDS
DFNDShares1.21M
TypeSH
Market value$72.56M
10.72%
Sole
0.00
Shared
0.00
None
1.21M
ISHARES TR
DFNDShares558.02K
TypeSH
Market value$36.42M
5.38%
Sole
0.00
Shared
0.00
None
558.02K
VANGUARD BD INDEX FDS
DFNDShares446.06K
TypeSH
Market value$35.20M
5.20%
Sole
0.00
Shared
0.00
None
446.06K
VANGUARD WHITEHALL FDS
DFNDShares246.28K
TypeSH
Market value$34.71M
5.13%
Sole
0.00
Shared
0.00
None
246.28K
VANGUARD SPECIALIZED FUNDS
DFNDShares160.47K
TypeSH
Market value$34.63M
5.12%
Sole
0.00
Shared
0.00
None
160.47K
VANGUARD CHARLOTTE FDS
DFNDShares605.09K
TypeSH
Market value$29.93M
4.42%
Sole
0.00
Shared
0.00
None
605.09K
ISHARES TR
DFNDShares39.85K
TypeSH
Market value$26.67M
3.94%
Sole
0.00
Shared
0.00
None
39.85K
VANGUARD BD INDEX FDS
DFNDShares250.17K
TypeSH
Market value$19.54M
2.89%
Sole
0.00
Shared
0.00
None
250.17K
ISHARES TR
DFNDShares160.59K
TypeSH
Market value$19.08M
2.82%
Sole
0.00
Shared
0.00
None
160.59K
VANGUARD INTL EQUITY INDEX F
DFNDShares350.67K
TypeSH
Market value$19.00M
2.81%
Sole
0.00
Shared
0.00
None
350.67K
VANGUARD SCOTTSDALE FDS
DFNDShares304.87K
TypeSH
Market value$17.94M
2.65%
Sole
0.00
Shared
0.00
None
304.87K
VANGUARD WORLD FD
DFNDShares144.86K
TypeSH
Market value$17.16M
2.53%
Sole
0.00
Shared
0.00
None
144.86K
VANGUARD WHITEHALL FDS
DFNDShares164.67K
TypeSH
Market value$13.94M
2.06%
Sole
0.00
Shared
0.00
None
164.67K
VANGUARD WHITEHALL FDS
DFNDShares136.06K
TypeSH
Market value$12.19M
1.80%
Sole
0.00
Shared
0.00
None
136.06K
BROADCOM INC
SOLEShares26.67K
TypeSH
Market value$8.80M
1.30%
Sole
0.00
Shared
0.00
None
26.67K
VANGUARD INDEX FDS
DFNDShares21.06K
TypeSH
Market value$6.91M
1.02%
Sole
0.00
Shared
0.00
None
21.06K
VANGUARD INDEX FDS
DFNDShares19.24K
TypeSH
Market value$5.92M
0.87%
Sole
0.00
Shared
0.00
None
19.24K
VANGUARD WORLD FD
DFNDShares76.72K
TypeSH
Market value$5.32M
0.79%
Sole
0.00
Shared
0.00
None
76.72K
VANGUARD INDEX FDS
DFNDShares55.96K
TypeSH
Market value$5.12M
0.76%
Sole
0.00
Shared
0.00
None
55.96K
VANGUARD BD INDEX FDS
DFNDShares67.64K
TypeSH
Market value$5.03M
0.74%
Sole
0.00
Shared
0.00
None
67.64K
APPLE INC
SOLEShares16.85K
TypeSH
Market value$4.29M
0.63%
Sole
0.00
Shared
0.00
None
16.85K
VANGUARD WORLD FD
DFNDShares62.34K
TypeSH
Market value$4.00M
0.59%
Sole
0.00
Shared
0.00
None
62.34K
MICROSOFT CORP
DFNDShares7.71K
TypeSH
Market value$3.99M
0.59%
Sole
0.00
Shared
0.00
None
7.71K
VANGUARD SCOTTSDALE FDS
DFNDShares52.57K
TypeSH
Market value$3.16M
0.47%
Sole
0.00
Shared
0.00
None
52.57K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 307.24K | SH | $188.15M 27.80% | 0.00 | 0.00 | 307.24K |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 1.21M | SH | $72.56M 10.72% | 0.00 | 0.00 | 1.21M |
ISHARES TRDFND | CORE S&P MCP ETF | 558.02K | SH | $36.42M 5.38% | 0.00 | 0.00 | 558.02K |
VANGUARD BD INDEX FDSDFND | SHORT TRM BOND | 446.06K | SH | $35.20M 5.20% | 0.00 | 0.00 | 446.06K |
VANGUARD WHITEHALL FDSDFND | HIGH DIV YLD | 246.28K | SH | $34.71M 5.13% | 0.00 | 0.00 | 246.28K |
VANGUARD SPECIALIZED FUNDSDFND | DIV APP ETF | 160.47K | SH | $34.63M 5.12% | 0.00 | 0.00 | 160.47K |
VANGUARD CHARLOTTE FDSDFND | TOTAL INT BD ETF | 605.09K | SH | $29.93M 4.42% | 0.00 | 0.00 | 605.09K |
ISHARES TRDFND | CORE S&P500 ETF | 39.85K | SH | $26.67M 3.94% | 0.00 | 0.00 | 39.85K |
VANGUARD BD INDEX FDSDFND | INTERMED TERM | 250.17K | SH | $19.54M 2.89% | 0.00 | 0.00 | 250.17K |
ISHARES TRDFND | CORE S&P SCP ETF | 160.59K | SH | $19.08M 2.82% | 0.00 | 0.00 | 160.59K |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 350.67K | SH | $19.00M 2.81% | 0.00 | 0.00 | 350.67K |
VANGUARD SCOTTSDALE FDSDFND | SHORT TERM TREAS | 304.87K | SH | $17.94M 2.65% | 0.00 | 0.00 | 304.87K |
VANGUARD WORLD FDDFND | ESG US STK ETF | 144.86K | SH | $17.16M 2.53% | 0.00 | 0.00 | 144.86K |
VANGUARD WHITEHALL FDSDFND | INTL HIGH ETF | 164.67K | SH | $13.94M 2.06% | 0.00 | 0.00 | 164.67K |
VANGUARD WHITEHALL FDSDFND | INTL DVD ETF | 136.06K | SH | $12.19M 1.80% | 0.00 | 0.00 | 136.06K |
BROADCOM INCSOLE | COM | 26.67K | SH | $8.80M 1.30% | 0.00 | 0.00 | 26.67K |
VANGUARD INDEX FDSDFND | TOTAL STK MKT | 21.06K | SH | $6.91M 1.02% | 0.00 | 0.00 | 21.06K |
VANGUARD INDEX FDSDFND | LARGE CAP ETF | 19.24K | SH | $5.92M 0.87% | 0.00 | 0.00 | 19.24K |
VANGUARD WORLD FDDFND | ESG INTL STK ETF | 76.72K | SH | $5.32M 0.79% | 0.00 | 0.00 | 76.72K |
VANGUARD INDEX FDSDFND | REAL ESTATE ETF | 55.96K | SH | $5.12M 0.76% | 0.00 | 0.00 | 55.96K |
VANGUARD BD INDEX FDSDFND | TOTAL BND MRKT | 67.64K | SH | $5.03M 0.74% | 0.00 | 0.00 | 67.64K |
APPLE INCSOLE | COM | 16.85K | SH | $4.29M 0.63% | 0.00 | 0.00 | 16.85K |
VANGUARD WORLD FDDFND | ESG US CORP BD | 62.34K | SH | $4.00M 0.59% | 0.00 | 0.00 | 62.34K |
MICROSOFT CORPDFND | COM | 7.71K | SH | $3.99M 0.59% | 0.00 | 0.00 | 7.71K |
VANGUARD SCOTTSDALE FDSDFND | INTER TERM TREAS | 52.57K | SH | $3.16M 0.47% | 0.00 | 0.00 | 52.57K |
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