Filed: 1/27/2026ACC: 0001767513-26-000001
๐ What this filing means
HUMAN INVESTING LLC filed this quarterly 13FโHR report disclosing 95 equity positions with a total reported market value of $708.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
95
Positions
$708.11M
Total AUM (reported)
6.21M
Total Shares
Allocation by class
S&P 500 ETF SHS$198.85M28.1%
VAN FTSE DEV MKT$77.83M11.0%
CORE S&P MCP ETF$38.42M5.4%
COM$37.06M5.2%
SHORT TRM BOND$36.97M5.2%
HIGH DIV YLD$35.37M5.0%
DIV APP ETF$34.63M4.9%
Portfolio Concentration
Top 3$315.11M44.5%
4โ10$205.15M29.0%
11โ25$137.54M19.4%
Rest$50.32M7.1%
Top 3 weight
44.5%
Top 10 weight
73.5%
Voting Authority Distribution
Total shares with voting rights: 6.21M
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
6.21M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole62
Shared0
Other33
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings95
Rows:
VANGUARD INDEX FDS
DFNDShares317.08K
TypeSH
Market value$198.85M
28.08%
Sole
0.00
Shared
0.00
None
317.08K
VANGUARD TAX-MANAGED FDS
DFNDShares1.25M
TypeSH
Market value$77.83M
10.99%
Sole
0.00
Shared
0.00
None
1.25M
ISHARES TR
DFNDShares582.10K
TypeSH
Market value$38.42M
5.43%
Sole
0.00
Shared
0.00
None
582.10K
VANGUARD BD INDEX FDS
DFNDShares469.07K
TypeSH
Market value$36.97M
5.22%
Sole
0.00
Shared
0.00
None
469.07K
VANGUARD WHITEHALL FDS
DFNDShares246.46K
TypeSH
Market value$35.37M
5.00%
Sole
0.00
Shared
0.00
None
246.46K
VANGUARD SPECIALIZED FUNDS
DFNDShares157.58K
TypeSH
Market value$34.63M
4.89%
Sole
0.00
Shared
0.00
None
157.58K
VANGUARD CHARLOTTE FDS
DFNDShares632.63K
TypeSH
Market value$30.57M
4.32%
Sole
0.00
Shared
0.00
None
632.63K
ISHARES TR
DFNDShares39.42K
TypeSH
Market value$27.00M
3.81%
Sole
0.00
Shared
0.00
None
39.42K
VANGUARD BD INDEX FDS
DFNDShares262.13K
TypeSH
Market value$20.41M
2.88%
Sole
0.00
Shared
0.00
None
262.13K
ISHARES TR
DFNDShares168.02K
TypeSH
Market value$20.19M
2.85%
Sole
0.00
Shared
0.00
None
168.02K
VANGUARD INTL EQUITY INDEX F
DFNDShares361.62K
TypeSH
Market value$19.44M
2.75%
Sole
0.00
Shared
0.00
None
361.62K
VANGUARD SCOTTSDALE FDS
DFNDShares318.11K
TypeSH
Market value$18.68M
2.64%
Sole
0.00
Shared
0.00
None
318.11K
VANGUARD WORLD FD
DFNDShares145.90K
TypeSH
Market value$17.65M
2.49%
Sole
0.00
Shared
0.00
None
145.90K
VANGUARD WHITEHALL FDS
DFNDShares163.56K
TypeSH
Market value$14.72M
2.08%
Sole
0.00
Shared
0.00
None
163.56K
VANGUARD WHITEHALL FDS
DFNDShares136.06K
TypeSH
Market value$12.44M
1.76%
Sole
0.00
Shared
0.00
None
136.06K
BROADCOM INC
SOLEShares25.10K
TypeSH
Market value$8.69M
1.23%
Sole
0.00
Shared
0.00
None
25.10K
VANGUARD INDEX FDS
DFNDShares21.73K
TypeSH
Market value$7.29M
1.03%
Sole
0.00
Shared
0.00
None
21.73K
VANGUARD INDEX FDS
DFNDShares20.50K
TypeSH
Market value$6.45M
0.91%
Sole
0.00
Shared
0.00
None
20.50K
VANGUARD BD INDEX FDS
DFNDShares76.55K
TypeSH
Market value$5.67M
0.80%
Sole
0.00
Shared
0.00
None
76.55K
VANGUARD WORLD FD
DFNDShares76.82K
TypeSH
Market value$5.50M
0.78%
Sole
0.00
Shared
0.00
None
76.82K
VANGUARD INDEX FDS
DFNDShares57.76K
TypeSH
Market value$5.11M
0.72%
Sole
0.00
Shared
0.00
None
57.76K
APPLE INC
SOLEShares16.95K
TypeSH
Market value$4.61M
0.65%
Sole
0.00
Shared
0.00
None
16.95K
VANGUARD WORLD FD
DFNDShares64.81K
TypeSH
Market value$4.12M
0.58%
Sole
0.00
Shared
0.00
None
64.81K
MICROSOFT CORP
DFNDShares8.07K
TypeSH
Market value$3.90M
0.55%
Sole
0.00
Shared
0.00
None
8.07K
VANGUARD SCOTTSDALE FDS
DFNDShares54.46K
TypeSH
Market value$3.26M
0.46%
Sole
0.00
Shared
0.00
None
54.46K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 317.08K | SH | $198.85M 28.08% | 0.00 | 0.00 | 317.08K |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 1.25M | SH | $77.83M 10.99% | 0.00 | 0.00 | 1.25M |
ISHARES TRDFND | CORE S&P MCP ETF | 582.10K | SH | $38.42M 5.43% | 0.00 | 0.00 | 582.10K |
VANGUARD BD INDEX FDSDFND | SHORT TRM BOND | 469.07K | SH | $36.97M 5.22% | 0.00 | 0.00 | 469.07K |
VANGUARD WHITEHALL FDSDFND | HIGH DIV YLD | 246.46K | SH | $35.37M 5.00% | 0.00 | 0.00 | 246.46K |
VANGUARD SPECIALIZED FUNDSDFND | DIV APP ETF | 157.58K | SH | $34.63M 4.89% | 0.00 | 0.00 | 157.58K |
VANGUARD CHARLOTTE FDSDFND | TOTAL INT BD ETF | 632.63K | SH | $30.57M 4.32% | 0.00 | 0.00 | 632.63K |
ISHARES TRDFND | CORE S&P500 ETF | 39.42K | SH | $27.00M 3.81% | 0.00 | 0.00 | 39.42K |
VANGUARD BD INDEX FDSDFND | INTERMED TERM | 262.13K | SH | $20.41M 2.88% | 0.00 | 0.00 | 262.13K |
ISHARES TRDFND | CORE S&P SCP ETF | 168.02K | SH | $20.19M 2.85% | 0.00 | 0.00 | 168.02K |
VANGUARD INTL EQUITY INDEX FDFND | FTSE EMR MKT ETF | 361.62K | SH | $19.44M 2.75% | 0.00 | 0.00 | 361.62K |
VANGUARD SCOTTSDALE FDSDFND | SHORT TERM TREAS | 318.11K | SH | $18.68M 2.64% | 0.00 | 0.00 | 318.11K |
VANGUARD WORLD FDDFND | ESG US STK ETF | 145.90K | SH | $17.65M 2.49% | 0.00 | 0.00 | 145.90K |
VANGUARD WHITEHALL FDSDFND | INTL HIGH ETF | 163.56K | SH | $14.72M 2.08% | 0.00 | 0.00 | 163.56K |
VANGUARD WHITEHALL FDSDFND | INTL DVD ETF | 136.06K | SH | $12.44M 1.76% | 0.00 | 0.00 | 136.06K |
BROADCOM INCSOLE | COM | 25.10K | SH | $8.69M 1.23% | 0.00 | 0.00 | 25.10K |
VANGUARD INDEX FDSDFND | TOTAL STK MKT | 21.73K | SH | $7.29M 1.03% | 0.00 | 0.00 | 21.73K |
VANGUARD INDEX FDSDFND | LARGE CAP ETF | 20.50K | SH | $6.45M 0.91% | 0.00 | 0.00 | 20.50K |
VANGUARD BD INDEX FDSDFND | TOTAL BND MRKT | 76.55K | SH | $5.67M 0.80% | 0.00 | 0.00 | 76.55K |
VANGUARD WORLD FDDFND | ESG INTL STK ETF | 76.82K | SH | $5.50M 0.78% | 0.00 | 0.00 | 76.82K |
VANGUARD INDEX FDSDFND | REAL ESTATE ETF | 57.76K | SH | $5.11M 0.72% | 0.00 | 0.00 | 57.76K |
APPLE INCSOLE | COM | 16.95K | SH | $4.61M 0.65% | 0.00 | 0.00 | 16.95K |
VANGUARD WORLD FDDFND | ESG US CORP BD | 64.81K | SH | $4.12M 0.58% | 0.00 | 0.00 | 64.81K |
MICROSOFT CORPDFND | COM | 8.07K | SH | $3.90M 0.55% | 0.00 | 0.00 | 8.07K |
VANGUARD SCOTTSDALE FDSDFND | INTER TERM TREAS | 54.46K | SH | $3.26M 0.46% | 0.00 | 0.00 | 54.46K |
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