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	$464K	0.1%	3,461 SH	New
ABBVIE INC	COM	$2.5M	0.4%Prev: 0.3%	10,780 SH	Increased+1,440 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$352K	0.1%	1,429 SH	New
ALPHABET INC	CAP STK CL A	$1.5M	0.2%Prev: 0.3%	6,178 SH	Decreased-212 SH
ALPHABET INC	CAP STK CL C	$527K	0.1%Prev: 0.1%	2,165 SH	Decreased+67 SH
AMAZON COM INC	COM	$888K	0.1%Prev: 0.2%	4,043 SH	Decreased-992 SH
AMDOCS LTD	SHS	$234K	0.0%	2,855 SH	New
AMGEN INC	COM	$936K	0.1%Prev: 0.2%	3,316 SH	Decreased-220 SH
APPLE INC	COM	$4.3M	0.7%Prev: 0.6%	16,849 SH	Decreased+37 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.2%Prev: 0.2%	2 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$918K	0.1%Prev: 0.1%	1,826 SH	Decreased-69 SH
BLOCK H & R INC	COM	$1.8M	0.3%Prev: 0.1%	35,261 SH	Increased+9,430 SH
BROADCOM INC	COM	$8.8M	1.4%Prev: 1.2%	26,669 SH	Decreased+1,931 SH
CAPITAL ONE FINL CORP	COM	$313K	0.0%Prev: 0.0%	1,470 SH	Increased+196 SH
CATERPILLAR INC	COM	$322K	0.1%Prev: 0.1%	675 SH	Decreased-1 SH
CISCO SYS INC	COM	$337K	0.1%Prev: 0.1%	4,923 SH	Decreased-195 SH
ELI LILLY & CO	COM	$1.8M	0.3%Prev: 0.4%	2,320 SH	Decreased+55 SH
EMERSON ELEC CO	COM	$274K	0.0%	2,087 SH	New
GILEAD SCIENCES INC	COM	$269K	0.0%	2,425 SH	New
GLOBAL X FDS	S&P 500 CATHOLIC	$775K	0.1%Prev: 0.1%	9,558 SH	Decreased+159 SH
HOME DEPOT INC	COM	$1.2M	0.2%Prev: 0.1%	2,956 SH	Increased+661 SH
HP INC	COM	$452K	0.1%Prev: 0.0%	16,608 SH	Increased+3,747 SH
INFOSYS LTD	SPONSORED ADR	$307K	0.0%Prev: 0.0%	18,883 SH	Increased+3,467 SH
INTERDIGITAL INC	COM	$1.0M	0.2%Prev: 0.1%	3,000 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$425K	0.1%Prev: 0.1%	1,508 SH	Decreased-25 SH
INVESCO QQQ TR	UNIT SER 1	$237K	0.0%Prev: 0.0%	394 SH	Decreased-73 SH
ISHARES INC	CORE MSCI EMKT	$754K	0.1%Prev: 0.1%	11,441 SH	Decreased-727 SH
ISHARES SILVER TR	ISHARES	$451K	0.1%Prev: 0.1%	10,636 SH	Decreased
ISHARES TR	CORE DIV GRWTH	$1.0M	0.2%Prev: 0.2%	14,807 SH	Decreased-2,250 SH
ISHARES TR	CORE HIGH DV ETF	$666K	0.1%Prev: 0.1%	5,439 SH	Decreased-24,927 SH
ISHARES TR	CORE MSCI EAFE	$855K	0.1%Prev: 0.1%	9,796 SH	Decreased+52 SH
ISHARES TR	CORE MSCI INTL	$1.0M	0.2%	12,543 SH	New
ISHARES TR	CORE S&P MCP ETF	$36.4M	5.7%Prev: 5.3%	558,021 SH	Decreased+29,393 SH
ISHARES TR	CORE S&P SCP ETF	$19.1M	3.0%Prev: 2.8%	160,591 SH	Decreased+16,556 SH
ISHARES TR	CORE S&P TTL STK	$1.2M	0.2%Prev: 0.2%	8,195 SH	Decreased-329 SH
ISHARES TR	CORE S&P500 ETF	$26.7M	4.2%Prev: 3.8%	39,848 SH	Decreased+637 SH
ISHARES TR	ESG EAFE ETF	$277K	0.0%Prev: 0.0%	3,661 SH	Increased+618 SH
ISHARES TR	ESG SELECT SCRE	$588K	0.1%Prev: 0.1%	11,419 SH	Increased+1,112 SH
ISHARES TR	INTL DIV GRWTH	$534K	0.1%Prev: 0.1%	6,703 SH	Decreased-393 SH
ISHARES TR	S&P 500 GRWT ETF	$246K	0.0%Prev: 0.0%	2,034 SH	Decreased+41 SH
ISHARES TR	S&P 500 VAL ETF	$215K	0.0%Prev: 0.0%	1,042 SH	Decreased+85 SH
ISHARES TR	SHRT NAT MUN ETF	$1.3M	0.2%Prev: 0.2%	12,226 SH	Decreased-1,219 SH
ISHARES TR	U.S. TECH ETF	$363K	0.1%Prev: 0.1%	1,853 SH	Decreased+49 SH
JOHNSON & JOHNSON	COM	$662K	0.1%Prev: 0.1%	3,568 SH	Decreased+377 SH
JPMORGAN CHASE & CO.	COM	$378K	0.1%	1,198 SH	New
MCDONALDS CORP	COM	$677K	0.1%Prev: 0.1%	2,228 SH	Increased+296 SH
MERCK & CO INC	COM	$336K	0.1%Prev: 0.1%	4,004 SH	Decreased+619 SH
META PLATFORMS INC	CL A	$265K	0.0%Prev: 0.0%	360 SH	Increased-29 SH
MICROSOFT CORP	COM	$4.0M	0.6%Prev: 0.4%	7,706 SH	Increased-200 SH
MOODYS CORP	COM	$220K	0.0%	462 SH	New
NIKE INC	CL B	$1.7M	0.3%Prev: 0.1%	24,218 SH	Increased-2,658 SH
NOVO-NORDISK A S	ADR	$1.0M	0.2%Prev: 0.1%	18,810 SH	Increased+2,889 SH
NVIDIA CORPORATION	COM	$623K	0.1%Prev: 0.1%	3,339 SH	Decreased-1,141 SH
ORACLE CORP	COM	$508K	0.1%Prev: 0.0%	1,808 SH	Increased+135 SH
PAYCHEX INC	COM	$595K	0.1%Prev: 0.0%	4,695 SH	Increased+807 SH
PHILIP MORRIS INTL INC	COM	$420K	0.1%Prev: 0.1%	2,588 SH	Decreased+83 SH
PROCTER AND GAMBLE CO	COM	$259K	0.0%	1,688 SH	New
QUALCOMM INC	COM	$726K	0.1%Prev: 0.1%	4,365 SH	Increased+569 SH
RTX CORPORATION	COM	$248K	0.0%Prev: 0.0%	1,483 SH	Increased+419 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.7M	0.3%Prev: 0.2%	64,345 SH	Increased+10,778 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$213K	0.0%Prev: 0.0%	7,189 SH	Increased+1,556 SH
SCHWAB STRATEGIC TR	US REIT ETF	$530K	0.1%Prev: 0.1%	24,585 SH	Decreased+796 SH
SPDR GOLD TR	GOLD SHS	$562K	0.1%Prev: 0.1%	1,582 SH	Decreased-166 SH
TESLA INC	COM	$246K	0.0%Prev: 0.0%	553 SH	Decreased-209 SH
TEXAS INSTRS INC	COM	$542K	0.1%Prev: 0.1%	2,949 SH	Decreased+985 SH
UNITED RENTALS INC	COM	$298K	0.0%Prev: 0.0%	312 SH	Increased+96 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$19.5M	3.1%Prev: 2.4%	250,173 SH	Increased+10,874 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$987K	0.2%	13,932 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$35.2M	5.5%Prev: 4.3%	446,060 SH	Increased+22,700 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.0M	0.8%Prev: 0.7%	67,644 SH	Decreased-4,902 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$29.9M	4.7%Prev: 3.7%	605,085 SH	Increased+9,125 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$5.9M	0.9%Prev: 0.9%	19,236 SH	Decreased-1,116 SH
VANGUARD INDEX FDS	MID CAP ETF	$528K	0.1%Prev: 0.1%	1,796 SH	Decreased-6,808 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$5.1M	0.8%Prev: 0.6%	55,958 SH	Increased+9,663 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$188.1M	29.6%Prev: 27.1%	307,240 SH	Decreased+3,233 SH
VANGUARD INDEX FDS	SMALL CP ETF	$658K	0.1%Prev: 0.1%	2,587 SH	Decreased-432 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$6.9M	1.1%Prev: 1.1%	21,064 SH	Decreased-1,231 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$19.0M	3.0%Prev: 2.5%	350,668 SH	Decreased+24,827 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.0M	0.2%Prev: 0.2%	20,285 SH	Decreased-4,418 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$3.2M	0.5%Prev: 0.4%	52,570 SH	Increased+1,406 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$17.9M	2.8%Prev: 2.3%	304,871 SH	Increased-872 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$34.6M	5.5%Prev: 4.6%	160,475 SH	Decreased+8,945 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.2M	0.4%Prev: 0.3%	30,615 SH	Decreased-647 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$72.6M	11.4%Prev: 10.6%	1,210,963 SH	Decreased+63,749 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$34.7M	5.5%Prev: 4.9%	246,276 SH	Decreased+6,721 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$12.2M	1.9%Prev: 1.6%	136,065 SH	Increased+6,619 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$13.9M	2.2%Prev: 1.9%	164,670 SH	Decreased+11,729 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$5.3M	0.8%Prev: 0.7%	76,723 SH	Increased+12,126 SH
VANGUARD WORLD FD	ESG US CORP BD	$4.0M	0.6%Prev: 0.5%	62,344 SH	Increased+2,761 SH
VANGUARD WORLD FD	ESG US STK ETF	$17.2M	2.7%Prev: 2.2%	144,857 SH	Increased+18,041 SH
WASTE MGMT INC DEL	COM	$220K	0.0%	997 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $281K
ADVANCED MICRO DEVICES INC — $296K
APPLIED MATLS INC — $425K
CORNING INC — $217K
DIMENSIONAL ETF TRUST — $216K
EATON CORP PLC — $209K
EXXON MOBIL CORP — $207K
FORTINET INC — $219K
INTEL CORP — $646K
iShares Core MSCI Emerging Markets ETF — $56K
iShares Core S&P 500 ETF — $44K
iShares Core S&P Mid-Cap ETF — $2.7M
iShares Core S&P Small-Cap ETF — $1.4M
iShares Core S&P Total U.S. Stock Market ETF — $2K
iShares ESG Advanced MSCI EAFE ETF — $48K
iShares ESG Aware U.S. Aggregate Bond ETF — $4
iShares ESG Select Screened S&P 500 ETF — $410K
iShares International Dividend Growth ETF — $4
iShares S&P 500 Growth ETF — $11K
ISHARES TR — $244K
… and 36 more

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