Filed: 5/7/2026ACC: 0001767513-26-000002
๐ What this filing means
HUMAN INVESTING LLC filed this quarterly 13FโHR report disclosing 96 equity positions with a total reported market value of $686.57M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
96
Positions
$686.57M
Total AUM (reported)
6.07M
Total Shares
Allocation by class
S&P 500 ETF SHS$190.00M27.7%
VAN FTSE DEV MKT$77.43M11.3%
CORE S&P MCP ETF$37.25M5.4%
HIGH DIV YLD$36.72M5.3%
SHORT TRM BOND$35.24M5.1%
DIV APP ETF$34.59M5.0%
COM$34.09M5.0%
Portfolio Concentration
Top 3$304.68M44.4%
4โ10$200.72M29.2%
11โ25$132.96M19.4%
Rest$48.22M7.0%
Top 3 weight
44.4%
Top 10 weight
73.6%
Voting Authority Distribution
Total shares with voting rights: 6.07M
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
6.07M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole96
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings96
Rows:
VANGUARD INDEX FDS
SOLEShares317.96K
TypeSH
Market value$190.00M
27.67%
Sole
0.00
Shared
0.00
None
317.96K
VANGUARD TAX-MANAGED FDS
SOLEShares1.21M
TypeSH
Market value$77.43M
11.28%
Sole
0.00
Shared
0.00
None
1.21M
ISHARES TR
SOLEShares551.57K
TypeSH
Market value$37.25M
5.43%
Sole
0.00
Shared
0.00
None
551.57K
VANGUARD WHITEHALL FDS
SOLEShares247.92K
TypeSH
Market value$36.72M
5.35%
Sole
0.00
Shared
0.00
None
247.92K
VANGUARD BD INDEX FDS
SOLEShares449.43K
TypeSH
Market value$35.24M
5.13%
Sole
0.00
Shared
0.00
None
449.43K
VANGUARD SPECIALIZED FUNDS
SOLEShares160.82K
TypeSH
Market value$34.59M
5.04%
Sole
0.00
Shared
0.00
None
160.82K
VANGUARD CHARLOTTE FDS
SOLEShares627.22K
TypeSH
Market value$30.14M
4.39%
Sole
0.00
Shared
0.00
None
627.22K
ISHARES TR
SOLEShares38.92K
TypeSH
Market value$25.42M
3.70%
Sole
0.00
Shared
0.00
None
38.92K
VANGUARD BD INDEX FDS
SOLEShares253.41K
TypeSH
Market value$19.56M
2.85%
Sole
0.00
Shared
0.00
None
253.41K
VANGUARD SCOTTSDALE FDS
SOLEShares325.46K
TypeSH
Market value$19.05M
2.78%
Sole
0.00
Shared
0.00
None
325.46K
ISHARES TR
SOLEShares150.87K
TypeSH
Market value$18.75M
2.73%
Sole
0.00
Shared
0.00
None
150.87K
VANGUARD INTL EQUITY INDEX F
SOLEShares339.38K
TypeSH
Market value$18.34M
2.67%
Sole
0.00
Shared
0.00
None
339.38K
VANGUARD WORLD FD
SOLEShares151.47K
TypeSH
Market value$17.01M
2.48%
Sole
0.00
Shared
0.00
None
151.47K
VANGUARD WHITEHALL FDS
SOLEShares158.58K
TypeSH
Market value$14.94M
2.18%
Sole
0.00
Shared
0.00
None
158.58K
VANGUARD WHITEHALL FDS
SOLEShares136.53K
TypeSH
Market value$12.08M
1.76%
Sole
0.00
Shared
0.00
None
136.53K
BROADCOM INC
SOLEShares24.89K
TypeSH
Market value$7.70M
1.12%
Sole
0.00
Shared
0.00
None
24.89K
VANGUARD INDEX FDS
SOLEShares21.89K
TypeSH
Market value$7.02M
1.02%
Sole
0.00
Shared
0.00
None
21.89K
VANGUARD INDEX FDS
SOLEShares23.19K
TypeSH
Market value$6.93M
1.01%
Sole
0.00
Shared
0.00
None
23.19K
VANGUARD WORLD FD
SOLEShares79.38K
TypeSH
Market value$5.69M
0.83%
Sole
0.00
Shared
0.00
None
79.38K
VANGUARD BD INDEX FDS
SOLEShares73.36K
TypeSH
Market value$5.40M
0.79%
Sole
0.00
Shared
0.00
None
73.36K
APPLE INC
SOLEShares17.20K
TypeSH
Market value$4.37M
0.64%
Sole
0.00
Shared
0.00
None
17.20K
VANGUARD INDEX FDS
SOLEShares48.16K
TypeSH
Market value$4.27M
0.62%
Sole
0.00
Shared
0.00
None
48.16K
VANGUARD WORLD FD
SOLEShares64.26K
TypeSH
Market value$4.04M
0.59%
Sole
0.00
Shared
0.00
None
64.26K
VANGUARD SCOTTSDALE FDS
SOLEShares54.86K
TypeSH
Market value$3.27M
0.48%
Sole
0.00
Shared
0.00
None
54.86K
MICROSOFT CORP
SOLEShares8.48K
TypeSH
Market value$3.14M
0.46%
Sole
0.00
Shared
0.00
None
8.48K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 317.96K | SH | $190.00M 27.67% | 0.00 | 0.00 | 317.96K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.21M | SH | $77.43M 11.28% | 0.00 | 0.00 | 1.21M |
ISHARES TRSOLE | CORE S&P MCP ETF | 551.57K | SH | $37.25M 5.43% | 0.00 | 0.00 | 551.57K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 247.92K | SH | $36.72M 5.35% | 0.00 | 0.00 | 247.92K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 449.43K | SH | $35.24M 5.13% | 0.00 | 0.00 | 449.43K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 160.82K | SH | $34.59M 5.04% | 0.00 | 0.00 | 160.82K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 627.22K | SH | $30.14M 4.39% | 0.00 | 0.00 | 627.22K |
ISHARES TRSOLE | CORE S&P500 ETF | 38.92K | SH | $25.42M 3.70% | 0.00 | 0.00 | 38.92K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 253.41K | SH | $19.56M 2.85% | 0.00 | 0.00 | 253.41K |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 325.46K | SH | $19.05M 2.78% | 0.00 | 0.00 | 325.46K |
ISHARES TRSOLE | CORE S&P SCP ETF | 150.87K | SH | $18.75M 2.73% | 0.00 | 0.00 | 150.87K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 339.38K | SH | $18.34M 2.67% | 0.00 | 0.00 | 339.38K |
VANGUARD WORLD FDSOLE | ESG US STK ETF | 151.47K | SH | $17.01M 2.48% | 0.00 | 0.00 | 151.47K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 158.58K | SH | $14.94M 2.18% | 0.00 | 0.00 | 158.58K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 136.53K | SH | $12.08M 1.76% | 0.00 | 0.00 | 136.53K |
BROADCOM INCSOLE | COM | 24.89K | SH | $7.70M 1.12% | 0.00 | 0.00 | 24.89K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 21.89K | SH | $7.02M 1.02% | 0.00 | 0.00 | 21.89K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 23.19K | SH | $6.93M 1.01% | 0.00 | 0.00 | 23.19K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 79.38K | SH | $5.69M 0.83% | 0.00 | 0.00 | 79.38K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 73.36K | SH | $5.40M 0.79% | 0.00 | 0.00 | 73.36K |
APPLE INCSOLE | COM | 17.20K | SH | $4.37M 0.64% | 0.00 | 0.00 | 17.20K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 48.16K | SH | $4.27M 0.62% | 0.00 | 0.00 | 48.16K |
VANGUARD WORLD FDSOLE | ESG US CORP BD | 64.26K | SH | $4.04M 0.59% | 0.00 | 0.00 | 64.26K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 54.86K | SH | $3.27M 0.48% | 0.00 | 0.00 | 54.86K |
MICROSOFT CORPSOLE | COM | 8.48K | SH | $3.14M 0.46% | 0.00 | 0.00 | 8.48K |
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