HUMAN INVESTING LLC

PrivateCIK: 1767513
Location

LAKE OSWEGO, OR

๐Ÿ“‹ What this filing means

HUMAN INVESTING LLC filed this quarterly 13Fโ€‘HR 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

TOTAL AUM$676.83M91 positions
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 343.9%4โ€“1029.5%11โ€“2519.6%Rest7.0%TOP 1073.4%0%100%
Top 3$297.12M43.9%
4โ€“10$199.76M29.5%
11โ€“25$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

DFND
S&P 500 ETF SHS
Shares307.24K
TypeSH
Market value$188.15M
27.80%
Sole
0.00
Shared
0.00
None
307.24K

VANGUARD TAX-MANAGED FDS

DFND
VAN FTSE DEV MKT
Shares1.21M
TypeSH
Market value$72.56M
10.72%
Sole
0.00
Shared
0.00
None
1.21M

ISHARES TR

DFND
CORE S&P MCP ETF
Shares558.02K
TypeSH
Market value$36.42M
5.38%
Sole
0.00
Shared
0.00
None
558.02K

VANGUARD BD INDEX FDS

DFND
SHORT TRM BOND
Shares446.06K
TypeSH
Market value$35.20M
5.20%
Sole
0.00
Shared
0.00
None
446.06K

VANGUARD WHITEHALL FDS

DFND
HIGH DIV YLD
Shares246.28K
TypeSH
Market value$34.71M
5.13%
Sole
0.00
Shared
0.00
None
246.28K

VANGUARD SPECIALIZED FUNDS

DFND
DIV APP ETF
Shares160.47K
TypeSH
Market value$34.63M
5.12%
Sole
0.00
Shared
0.00
None
160.47K

VANGUARD CHARLOTTE FDS

DFND
TOTAL INT BD ETF
Shares605.09K
TypeSH
Market value$29.93M
4.42%
Sole
0.00
Shared
0.00
None
605.09K

ISHARES TR

DFND
CORE S&P500 ETF
Shares39.85K
TypeSH
Market value$26.67M
3.94%
Sole
0.00
Shared
0.00
None
39.85K

VANGUARD BD INDEX FDS

DFND
INTERMED TERM
Shares250.17K
TypeSH
Market value$19.54M
2.89%
Sole
0.00
Shared
0.00
None
250.17K

ISHARES TR

DFND
CORE S&P SCP ETF
Shares160.59K
TypeSH
Market value$19.08M
2.82%
Sole
0.00
Shared
0.00
None
160.59K

VANGUARD INTL EQUITY INDEX F

DFND
FTSE EMR MKT ETF
Shares350.67K
TypeSH
Market value$19.00M
2.81%
Sole
0.00
Shared
0.00
None
350.67K

VANGUARD SCOTTSDALE FDS

DFND
SHORT TERM TREAS
Shares304.87K
TypeSH
Market value$17.94M
2.65%
Sole
0.00
Shared
0.00
None
304.87K

VANGUARD WORLD FD

DFND
ESG US STK ETF
Shares144.86K
TypeSH
Market value$17.16M
2.53%
Sole
0.00
Shared
0.00
None
144.86K

VANGUARD WHITEHALL FDS

DFND
INTL HIGH ETF
Shares164.67K
TypeSH
Market value$13.94M
2.06%
Sole
0.00
Shared
0.00
None
164.67K

VANGUARD WHITEHALL FDS

DFND
INTL DVD ETF
Shares136.06K
TypeSH
Market value$12.19M
1.80%
Sole
0.00
Shared
0.00
None
136.06K

BROADCOM INC

SOLE
COM
Shares26.67K
TypeSH
Market value$8.80M
1.30%
Sole
0.00
Shared
0.00
None
26.67K

VANGUARD INDEX FDS

DFND
TOTAL STK MKT
Shares21.06K
TypeSH
Market value$6.91M
1.02%
Sole
0.00
Shared
0.00
None
21.06K

VANGUARD INDEX FDS

DFND
LARGE CAP ETF
Shares19.24K
TypeSH
Market value$5.92M
0.87%
Sole
0.00
Shared
0.00
None
19.24K

VANGUARD WORLD FD

DFND
ESG INTL STK ETF
Shares76.72K
TypeSH
Market value$5.32M
0.79%
Sole
0.00
Shared
0.00
None
76.72K

VANGUARD INDEX FDS

DFND
REAL ESTATE ETF
Shares55.96K
TypeSH
Market value$5.12M
0.76%
Sole
0.00
Shared
0.00
None
55.96K

VANGUARD BD INDEX FDS

DFND
TOTAL BND MRKT
Shares67.64K
TypeSH
Market value$5.03M
0.74%
Sole
0.00
Shared
0.00
None
67.64K

APPLE INC

SOLE
COM
Shares16.85K
TypeSH
Market value$4.29M
0.63%
Sole
0.00
Shared
0.00
None
16.85K

VANGUARD WORLD FD

DFND
ESG US CORP BD
Shares62.34K
TypeSH
Market value$4.00M
0.59%
Sole
0.00
Shared
0.00
None
62.34K

MICROSOFT CORP

DFND
COM
Shares7.71K
TypeSH
Market value$3.99M
0.59%
Sole
0.00
Shared
0.00
None
7.71K

VANGUARD SCOTTSDALE FDS

DFND
INTER TERM TREAS
Shares52.57K
TypeSH
Market value$3.16M
0.47%
Sole
0.00
Shared
0.00
None
52.57K
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HUMAN INVESTING LLC 13F Holdings โ€” 91 Positions | Finecho