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Human Investing LLC Top Holdings and 13F Report (2024)

About Human Investing LLC

Investment Activity

  • Human Investing LLC has $552.76 million in total holdings as of September 30, 2024.
  • Human Investing LLC owns shares of 99 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
  • Approximately 2.81% of the portfolio was purchased this quarter.
  • About 0.69% of the portfolio was sold this quarter.
  • This quarter, Human Investing LLC has purchased 93 new stocks and bought additional shares in 48 stocks.
  • Human Investing LLC sold shares of 34 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

Lockheed Martin
$274,815 Holding
Trane Technologies
$265,114 Holding
Energy Transfer
$252,868 Holding
KLA
$246,263 Holding
JPMorgan Chase & Co.
$231,525 Holding

Largest Purchases this Quarter

Broadcom
26,789 shares (about $4.62M)
Vanguard Short-Term Bond ETF
14,499 shares (about $1.14M)
Vanguard FTSE Developed Markets ETF
19,789 shares (about $1.05M)
Vanguard Total International Bond ETF
17,266 shares (about $868.13K)
Vanguard S&P 500 ETF
1,301 shares (about $686.50K)

Largest Sales this Quarter

NIKE
11,492 shares (about $1.02M)
Vanguard Dividend Appreciation ETF
1,495 shares (about $296.10K)
Schwab US Large-Cap ETF
3,545 shares (about $240.52K)
Vanguard High Dividend Yield ETF
1,556 shares (about $199.48K)
Vanguard Total Stock Market ETF
458 shares (about $129.69K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofHuman Investing LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$144,100,577$686,500 0.5%273,08826.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$56,198,956$1,045,058 1.9%1,064,17210.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$30,041,374$296,100 -1.0%151,6785.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$29,782,425$199,479 -0.7%232,3135.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$29,161,122$324,749 1.1%467,9265.3%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$28,497,890$1,140,929 4.2%362,1535.2%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$23,924,123$868,134 3.8%475,8184.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$22,297,175$122,287 0.6%38,6554.0%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$15,906,190$545,376 3.6%202,9632.9%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$15,580,756$98,715 0.6%133,2142.8%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$15,077,308$272,937 1.8%315,0952.7%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$14,488,854$630,687 4.6%245,4912.6%ETF
Vanguard ESG US Stock ETF stock logo
ESGV
Vanguard ESG US Stock ETF
$13,290,177$394,403 3.1%130,7442.4%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$11,451,397$13,069 -0.1%155,9712.1%ETF
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$11,180,013$67,093 -0.6%126,6432.0%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$5,966,859$129,690 -2.1%21,0721.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$5,142,553$4,621,087 886.2%29,8120.9%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$4,819,856$7,696 -0.2%49,4750.9%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$4,528,197$565,950 14.3%60,2880.8%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$4,228,496$218,975 5.5%68,7450.8%ETF
Apple Inc. stock logo
AAPL
Apple
$3,886,431$33,086 0.9%16,6800.7%Computer and Technology
Vanguard ESG U.S. Corporate Bond ETF stock logo
VCEB
Vanguard ESG U.S. Corporate Bond ETF
$3,428,280$70,459 2.1%52,8410.6%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$3,357,748$9,742 -0.3%12,7530.6%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$3,200,417$19,363 0.6%7,4380.6%Computer and Technology
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$2,727,270$44,650 1.7%45,1390.5%ETF
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$2,723,489$49,652 -1.8%22,8730.5%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$2,709,882$14,614 0.5%13,7220.5%Medical
H&R Block, Inc. stock logo
HRB
H&R Block
$2,672,786$56,305 -2.1%42,0580.5%Consumer Discretionary
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,381,167$65,553 -2.7%2,6880.4%Medical
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,862,384$58,266 3.2%28,7670.3%ETF
NIKE, Inc. stock logo
NKE
NIKE
$1,780,288$1,015,893 -36.3%20,1390.3%Consumer Discretionary
Amgen Inc. stock logo
AMGN
Amgen
$1,515,079$14,822 -1.0%4,7020.3%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$1,498,620$59,977 4.2%3,6980.3%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$1,382,3600.0%20.3%Finance
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$1,354,376$240,520 -15.1%19,9620.2%ETF
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$1,279,962$173,932 15.7%12,0540.2%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$1,055,388$236,894 28.9%20,6450.2%ETF
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$988,513$10,674 1.1%13,1500.2%ETF
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$977,345$14,048 -1.4%4,7310.2%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$939,522$25,872 -2.7%5,6650.2%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$821,565$46,026 5.9%1,7850.1%Finance
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$821,257$16,493 -2.0%4,8300.1%Computer and Technology
HP Inc. stock logo
HPQ
HP
$815,542$29,916 -3.5%22,7360.1%Computer and Technology
McDonald's Co. stock logo
MCD
McDonald's
$811,737$27,098 3.5%2,6660.1%Retail/Wholesale
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$802,943$7,035 -0.9%6,3920.1%ETF
Paychex, Inc. stock logo
PAYX
Paychex
$773,995$12,077 -1.5%5,7680.1%Business Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$741,038$164,903 28.6%3,9770.1%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$717,003$35,818 -4.8%4,4240.1%Medical
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$684,299$33,407 -4.7%8,7670.1%ETF
Accenture plc stock logo
ACN
Accenture
$659,719$16,617 -2.5%1,8660.1%Computer and Technology
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$658,484$20,965 3.3%9,2970.1%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$655,242$22,712 3.6%5,7700.1%Medical
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$633,621$3,072 0.5%10,1070.1%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$600,867$46,733 8.4%10,4660.1%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$580,778$15,054 -2.5%4,7840.1%Consumer Staples
Infosys Limited stock logo
INFY
Infosys
$579,069$13,095 -2.2%26,0020.1%Computer and Technology
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$542,350$5,908 1.1%23,4070.1%ETF
Global X S&P 500 Catholic Values ETF stock logo
CATH
Global X S&P 500 Catholic Values ETF
$537,495$4,372 0.8%7,7460.1%Manufacturing
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$497,235$10,718 -2.1%4,3610.1%Medical
Amdocs Limited stock logo
DOX
Amdocs
$481,840$46,277 -8.8%5,5080.1%Computer and Technology
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$450,953$22,061 5.1%1,9010.1%ETF
iShares ESG Screened S&P 500 ETF stock logo
XVV
iShares ESG Screened S&P 500 ETF
$446,0800.0%10,0870.1%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$443,929$9,949 2.3%2,0080.1%Computer and Technology
Kimberly-Clark Co. stock logo
KMB
Kimberly-Clark
$436,231$15,224 3.6%3,0660.1%Consumer Staples
InterDigital, Inc. stock logo
IDCC
InterDigital
$424,890$141,630 50.0%3,0000.1%Computer and Technology
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$411,0750.0%8,7000.1%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$408,257$4,330 1.1%6600.1%Medical
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$376,743$35,001 10.2%1,5500.1%Finance
General Mills, Inc. stock logo
GIS
General Mills
$367,330$89,949 -19.7%4,9740.1%Consumer Staples
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$360,844$1,294 0.4%3,0680.1%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$360,756$5,590 1.6%2,6460.1%Transportation
U.S. Bancorp stock logo
USB
U.S. Bancorp
$337,132$3,704 1.1%7,3720.1%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$335,340$27,674 9.0%6,3010.1%Computer and Technology
iShares International Dividend Growth ETF stock logo
IGRO
iShares International Dividend Growth ETF
$323,050$820 0.3%4,3310.1%ETF
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$312,767$11,084 -3.4%1,8060.1%Consumer Staples
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$312,394$49,418 -13.7%3,0090.1%Consumer Staples
Oracle Co. stock logo
ORCL
Oracle
$306,0450.0%1,7960.1%Computer and Technology
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$302,169$35,910 13.5%10,6360.1%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$291,008$16,573 -5.4%2,9850.1%Retail/Wholesale
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$290,338$16,349 6.0%3,4630.1%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$286,577$13,871 5.1%1,0950.1%Auto/Tires/Trucks
Alphabet Inc. stock logo
GOOG
Alphabet
$285,531$15,547 -5.2%1,7080.1%Computer and Technology
Unilever PLC stock logo
UL
Unilever
$284,785$19,618 -6.4%4,3840.1%Consumer Staples
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$274,815$274,815 New Holding4700.0%Aerospace
Trane Technologies plc stock logo
TT
Trane Technologies
$265,114$265,114 New Holding6820.0%Construction
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$262,6060.0%1,7320.0%Manufacturing
Energy Transfer LP stock logo
ET
Energy Transfer
$252,868$252,868 New Holding15,7550.0%Oils/Energy
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$252,181$25,632 11.3%1,2790.0%ETF
KLA Co. stock logo
KLAC
KLA
$246,263$246,263 New Holding3180.0%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$241,961$1,245 -0.5%2,5270.0%ETF
Employers Holdings, Inc. stock logo
EIG
Employers
$240,6180.0%5,0160.0%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$231,525$231,525 New Holding1,0980.0%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$230,081$230,081 New Holding1,8950.0%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$226,478$226,478 New Holding5790.0%Industrial Products
Altria Group, Inc. stock logo
MO
Altria Group
$221,973$221,973 New Holding4,3490.0%Consumer Staples
Emerson Electric Co. stock logo
EMR
Emerson Electric
$220,884$220,884 New Holding2,0200.0%Industrial Products
Moody's Co. stock logo
MCO
Moody's
$218,573$218,573 New Holding4610.0%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$207,185$1,661 -0.8%9980.0%Business Services
Capital One Financial Co. stock logo
COF
Capital One Financial
$206,237$206,237 New Holding1,3770.0%Finance
Intel Co. stock logo
INTC
Intel
$0$449,171 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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