Human Investing LLC

CIK 0001767513 • 8 13F filings • May 15, 2025 – Oct 19, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $634.9M1 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$475K	0.1%	3,489 SH	New
ABBVIE INC	COM	$2.4M	0.4%Prev: 0.3%	13,031 SH	Increased+3,562 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$489K	0.1%Prev: 0.0%	1,635 SH	Increased+402 SH
ALPHABET INC	CAP STK CL A	$972K	0.2%Prev: 0.3%	5,516 SH	Decreased-1,122 SH
ALPHABET INC	CAP STK CL C	$244K	0.0%Prev: 0.1%	1,374 SH	Decreased-733 SH
AMAZON COM INC	COM	$831K	0.1%Prev: 0.2%	3,789 SH	Decreased-1,734 SH
AMDOCS LTD	SHS	$298K	0.0%	3,267 SH	New
AMGEN INC	COM	$1.2M	0.2%Prev: 0.2%	4,447 SH	Decreased+865 SH
APPLE INC	COM	$3.3M	0.5%Prev: 0.6%	16,246 SH	Decreased-957 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.2%Prev: 0.2%	2 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$838K	0.1%Prev: 0.1%	1,725 SH	Decreased-129 SH
BLOCK H & R INC	COM	$2.0M	0.3%Prev: 0.1%	37,150 SH	Increased+10,707 SH
BROADCOM INC	COM	$7.6M	1.2%Prev: 1.1%	27,406 SH	Decreased+2,517 SH
CAPITAL ONE FINL CORP	COM	$312K	0.0%Prev: 0.0%	1,468 SH	Increased+237 SH
CATERPILLAR INC	COM	$253K	0.0%Prev: 0.1%	651 SH	Decreased-23 SH
CISCO SYS INC	COM	$270K	0.0%Prev: 0.1%	3,895 SH	Decreased-1,137 SH
ELI LILLY & CO	COM	$1.8M	0.3%Prev: 0.3%	2,325 SH	Decreased+1 SH
EMERSON ELEC CO	COM	$278K	0.0%	2,083 SH	New
EMPLOYERS HLDGS INC	COM	$232K	0.0%	4,919 SH	New
GILEAD SCIENCES INC	COM	$268K	0.0%Prev: 0.0%	2,419 SH	Increased+935 SH
GLOBAL X FDS	S&P 500 CATHOLIC	$750K	0.1%Prev: 0.1%	9,940 SH	Decreased+333 SH
HOME DEPOT INC	COM	$1.1M	0.2%Prev: 0.1%	2,981 SH	Increased+693 SH
HP INC	COM	$431K	0.1%Prev: 0.0%	17,633 SH	Increased+4,541 SH
INFOSYS LTD	SPONSORED ADR	$395K	0.1%Prev: 0.0%	21,314 SH	Increased+5,122 SH
INTERDIGITAL INC	COM	$673K	0.1%Prev: 0.1%	3,000 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$454K	0.1%Prev: 0.1%	1,541 SH	Increased+10 SH
INVESCO QQQ TR	UNIT SER 1	$215K	0.0%Prev: 0.0%	389 SH	Decreased-142 SH
ISHARES INC	CORE MSCI EMKT	$698K	0.1%Prev: 0.1%	11,631 SH	Decreased-2,119 SH
ISHARES SILVER TR	ISHARES	$349K	0.1%Prev: 0.2%	10,636 SH	Decreased-7,041 SH
ISHARES TR	CORE DIV GRWTH	$947K	0.1%Prev: 0.2%	14,807 SH	Decreased-2,222 SH
ISHARES TR	CORE HIGH DV ETF	$632K	0.1%Prev: 0.1%	5,390 SH	Decreased-683 SH
ISHARES TR	CORE MSCI EAFE	$824K	0.1%Prev: 0.1%	9,871 SH	Decreased+479 SH
ISHARES TR	CORE MSCI INTL	$938K	0.1%Prev: 0.2%	12,346 SH	Decreased-643 SH
ISHARES TR	CORE S&P MCP ETF	$33.1M	5.2%Prev: 5.4%	533,142 SH	Decreased-18,432 SH
ISHARES TR	CORE S&P SCP ETF	$16.7M	2.6%Prev: 2.7%	152,932 SH	Decreased+2,063 SH
ISHARES TR	CORE S&P TTL STK	$1.1M	0.2%Prev: 0.2%	7,858 SH	Decreased-550 SH
ISHARES TR	CORE S&P500 ETF	$24.4M	3.8%Prev: 3.7%	39,310 SH	Decreased+388 SH
ISHARES TR	CORE US AGGBD ET	$243K	0.0%	2,445 SH	New
ISHARES TR	ESG EAFE ETF	$224K	0.0%Prev: 0.0%	3,013 SH	Decreased-594 SH
ISHARES TR	ESG SELECT SCRE	$472K	0.1%Prev: 0.1%	9,903 SH	Decreased-7,853 SH
ISHARES TR	INTL DIV GRWTH	$502K	0.1%Prev: 0.1%	6,364 SH	Decreased-682 SH
ISHARES TR	S&P 500 GRWT ETF	$224K	0.0%Prev: 0.0%	2,032 SH	Decreased-117 SH
ISHARES TR	S&P 500 VAL ETF	$204K	0.0%Prev: 0.0%	1,046 SH	Increased+89 SH
ISHARES TR	SHRT NAT MUN ETF	$1.4M	0.2%Prev: 0.2%	12,973 SH	Increased+1,486 SH
ISHARES TR	U.S. TECH ETF	$313K	0.0%Prev: 0.0%	1,804 SH	Decreased-30 SH
JOHNSON & JOHNSON	COM	$511K	0.1%Prev: 0.1%	3,343 SH	Decreased+148 SH
JPMORGAN CHASE & CO.	COM	$330K	0.1%	1,139 SH	New
MCDONALDS CORP	COM	$671K	0.1%Prev: 0.1%	2,295 SH	Increased+326 SH
MERCK & CO INC	COM	$374K	0.1%Prev: 0.1%	4,726 SH	Decreased+1,448 SH
META PLATFORMS INC	CL A	$238K	0.0%Prev: 0.0%	322 SH	Decreased-122 SH
MICROSOFT CORP	COM	$3.8M	0.6%Prev: 0.5%	7,636 SH	Increased-843 SH
MOODYS CORP	COM	$231K	0.0%	461 SH	New
NETFLIX INC	COM	$236K	0.0%	176 SH	New
NIKE INC	CL B	$1.7M	0.3%Prev: 0.2%	24,211 SH	Increased+1,818 SH
NOVO-NORDISK A S	ADR	$1.4M	0.2%Prev: 0.1%	20,522 SH	Increased+4,120 SH
NVIDIA CORPORATION	COM	$511K	0.1%Prev: 0.1%	3,237 SH	Decreased-1,382 SH
ORACLE CORP	COM	$394K	0.1%Prev: 0.0%	1,801 SH	Increased+65 SH
PAYCHEX INC	COM	$736K	0.1%Prev: 0.1%	5,061 SH	Increased+1,110 SH
PHILIP MORRIS INTL INC	COM	$488K	0.1%Prev: 0.1%	2,681 SH	Increased+94 SH
PROCTER AND GAMBLE CO	COM	$268K	0.0%	1,683 SH	New
QUALCOMM INC	COM	$687K	0.1%Prev: 0.1%	4,314 SH	Increased+536 SH
RTX CORPORATION	COM	$214K	0.0%Prev: 0.0%	1,464 SH	Decreased+160 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.6M	0.3%Prev: 0.2%	65,107 SH	Decreased+1,279 SH
SCHWAB STRATEGIC TR	US REIT ETF	$532K	0.1%Prev: 0.1%	25,157 SH	Increased+1,343 SH
SPDR GOLD TR	GOLD SHS	$482K	0.1%Prev: 0.1%	1,582 SH	Decreased-166 SH
SPDR SERIES TRUST	SPDR S&P 500 ETF	$526K	0.1%	10,329 SH	New
STARBUCKS CORP	COM	$217K	0.0%Prev: 0.0%	2,366 SH	Decreased-278 SH
TEXAS INSTRS INC	COM	$620K	0.1%Prev: 0.1%	2,988 SH	Increased+1,051 SH
THERMO FISHER SCIENTIFIC INC	COM	$264K	0.0%Prev: 0.0%	652 SH	Decreased-10 SH
TRANE TECHNOLOGIES PLC	SHS	$298K	0.0%Prev: 0.0%	682 SH	Increased-30 SH
UNITED RENTALS INC	COM	$234K	0.0%	311 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$17.8M	2.8%Prev: 2.8%	230,456 SH	Decreased-22,957 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$943K	0.1%	13,554 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$31.9M	5.0%Prev: 5.1%	405,079 SH	Decreased-44,347 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$4.7M	0.7%Prev: 0.8%	63,615 SH	Decreased-9,748 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$27.0M	4.3%Prev: 4.4%	545,326 SH	Decreased-81,893 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$5.6M	0.9%Prev: 1.0%	19,560 SH	Decreased-3,632 SH
VANGUARD INDEX FDS	MID CAP ETF	$464K	0.1%Prev: 0.1%	1,658 SH	Decreased-844 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$4.7M	0.7%Prev: 0.6%	53,050 SH	Increased+4,892 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$176.1M	27.7%Prev: 27.7%	309,574 SH	Decreased-8,388 SH
VANGUARD INDEX FDS	SMALL CP ETF	$673K	0.1%Prev: 0.1%	2,840 SH	Decreased-498 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$6.6M	1.0%Prev: 1.0%	21,652 SH	Decreased-233 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$17.7M	2.8%Prev: 2.7%	357,736 SH	Decreased+18,354 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.0M	0.2%Prev: 0.2%	21,201 SH	Increased+421 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$3.0M	0.5%Prev: 0.5%	49,646 SH	Decreased-5,218 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$16.2M	2.5%Prev: 2.8%	275,354 SH	Decreased-50,107 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$33.4M	5.3%Prev: 5.0%	163,236 SH	Decreased+2,415 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.1M	0.3%Prev: 0.3%	31,072 SH	Decreased+327 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$69.4M	10.9%Prev: 11.3%	1,218,237 SH	Decreased+9,828 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$33.4M	5.3%Prev: 5.3%	250,700 SH	Decreased+2,779 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$12.3M	1.9%Prev: 1.8%	136,204 SH	Increased-327 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$13.9M	2.2%Prev: 2.2%	173,234 SH	Decreased+14,650 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$5.1M	0.8%Prev: 0.8%	78,660 SH	Decreased-715 SH
VANGUARD WORLD FD	ESG US CORP BD	$3.7M	0.6%Prev: 0.6%	58,888 SH	Decreased-5,375 SH
VANGUARD WORLD FD	ESG US STK ETF	$16.5M	2.6%Prev: 2.5%	150,010 SH	Decreased-1,462 SH
WASTE MGMT INC DEL	COM	$228K	0.0%Prev: 0.0%	995 SH	Increased+38 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $333K
EXXON MOBIL CORP — $281K
INTEL CORP — $641K
ISHARES TR — $203K
JPMORGAN CHASE & CO — $375K
MICRON TECHNOLOGY INC — $419K
SCHWAB STRATEGIC TR — $309K
SCHWAB STRATEGIC TR — $223K
SCHWAB STRATEGIC TR — $52K
SPDR SERIES TRUST — $548K
TESLA INC — $265K
TOAST INC — $355K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 19, 2026	Q3 2026	13F-HR	0001767513-26-000006	—	View
Jan 27, 2026	Q4 2025	13F-HR	0001767513-26-000001	$708.1M	View
Nov 3, 2025	Q3 2025