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: $708.1M1 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$423K	0.1%Prev: 0.1%	3,375 SH	Decreased-86 SH
ABBVIE INC	COM	$2.3M	0.3%Prev: 0.4%	10,136 SH	Decreased-644 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$349K	0.0%Prev: 0.1%	1,300 SH	Decreased-129 SH
ALPHABET INC	CAP STK CL A	$1.9M	0.3%Prev: 0.2%	5,964 SH	Increased-214 SH
ALPHABET INC	CAP STK CL C	$632K	0.1%Prev: 0.1%	2,013 SH	Increased-152 SH
AMAZON COM INC	COM	$924K	0.1%Prev: 0.1%	4,001 SH	Increased-42 SH
AMGEN INC	COM	$1.2M	0.2%Prev: 0.1%	3,597 SH	Increased+281 SH
APPLE INC	COM	$4.6M	0.7%Prev: 0.7%	16,948 SH	Increased+99 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.2%Prev: 0.2%	2 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$888K	0.1%Prev: 0.1%	1,767 SH	Decreased-59 SH
BLOCK H & R INC	COM	$1.3M	0.2%Prev: 0.3%	30,380 SH	Decreased-4,881 SH
BROADCOM INC	COM	$8.7M	1.2%Prev: 1.4%	25,100 SH	Decreased-1,569 SH
CAPITAL ONE FINL CORP	COM	$301K	0.0%Prev: 0.0%	1,242 SH	Decreased-228 SH
CATERPILLAR INC	COM	$376K	0.1%Prev: 0.1%	656 SH	Increased-19 SH
CISCO SYS INC	COM	$356K	0.1%Prev: 0.1%	4,617 SH	Increased-306 SH
ELI LILLY & CO	COM	$2.5M	0.4%Prev: 0.3%	2,307 SH	Increased-13 SH
EMERSON ELEC CO	COM	$275K	0.0%Prev: 0.0%	2,071 SH	Increased-16 SH
GLOBAL X FDS	S&P 500 CATHOLIC	$786K	0.1%Prev: 0.1%	9,555 SH	Increased-3 SH
HOME DEPOT INC	COM	$910K	0.1%Prev: 0.2%	2,644 SH	Decreased-312 SH
HP INC	COM	$336K	0.0%Prev: 0.1%	15,086 SH	Decreased-1,522 SH
INFOSYS LTD	SPONSORED ADR	$323K	0.0%Prev: 0.0%	18,119 SH	Increased-764 SH
INTEL CORP	COM	$531K	0.1%	14,399 SH	New
INTERDIGITAL INC	COM	$955K	0.1%Prev: 0.2%	3,000 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$448K	0.1%Prev: 0.1%	1,513 SH	Increased+5 SH
INVESCO QQQ TR	UNIT SER 1	$241K	0.0%Prev: 0.0%	393 SH	Increased-1 SH
ISHARES INC	CORE MSCI EMKT	$909K	0.1%Prev: 0.1%	13,519 SH	Increased+2,078 SH
ISHARES SILVER TR	ISHARES	$1.2M	0.2%Prev: 0.1%	18,355 SH	Increased+7,719 SH
ISHARES TR	CORE DIV GRWTH	$1.2M	0.2%Prev: 0.2%	16,905 SH	Increased+2,098 SH
ISHARES TR	CORE HIGH DV ETF	$718K	0.1%Prev: 0.1%	5,901 SH	Increased+462 SH
ISHARES TR	CORE MSCI EAFE	$843K	0.1%Prev: 0.1%	9,423 SH	Decreased-373 SH
ISHARES TR	CORE MSCI INTL	$1.1M	0.1%Prev: 0.2%	12,804 SH	Increased+261 SH
ISHARES TR	CORE S&P MCP ETF	$38.4M	5.4%Prev: 5.7%	582,099 SH	Increased+24,078 SH
ISHARES TR	CORE S&P SCP ETF	$20.2M	2.9%Prev: 3.0%	168,023 SH	Increased+7,432 SH
ISHARES TR	CORE S&P TTL STK	$1.3M	0.2%Prev: 0.2%	8,434 SH	Increased+239 SH
ISHARES TR	CORE S&P500 ETF	$27.0M	3.8%Prev: 4.2%	39,417 SH	Increased-431 SH
ISHARES TR	ESG EAFE ETF	$273K	0.0%Prev: 0.0%	3,634 SH	Decreased-27 SH
ISHARES TR	ESG SELECT SCRE	$894K	0.1%Prev: 0.1%	16,964 SH	Increased+5,545 SH
ISHARES TR	INTL DIV GRWTH	$569K	0.1%Prev: 0.1%	6,875 SH	Increased+172 SH
ISHARES TR	S&P 500 GRWT ETF	$270K	0.0%Prev: 0.0%	2,193 SH	Increased+159 SH
ISHARES TR	S&P 500 VAL ETF	$227K	0.0%Prev: 0.0%	1,071 SH	Increased+29 SH
ISHARES TR	SHRT NAT MUN ETF	$1.2M	0.2%Prev: 0.2%	11,342 SH	Decreased-884 SH
ISHARES TR	U.S. TECH ETF	$366K	0.1%Prev: 0.1%	1,834 SH	Increased-19 SH
JOHNSON & JOHNSON	COM	$689K	0.1%Prev: 0.1%	3,331 SH	Increased-237 SH
JPMORGAN CHASE & CO.	COM	$372K	0.1%Prev: 0.1%	1,155 SH	Decreased-43 SH
MCDONALDS CORP	COM	$606K	0.1%Prev: 0.1%	1,983 SH	Decreased-245 SH
MERCK & CO INC	COM	$444K	0.1%Prev: 0.1%	4,221 SH	Increased+217 SH
META PLATFORMS INC	CL A	$224K	0.0%Prev: 0.0%	339 SH	Decreased-21 SH
MICRON TECHNOLOGY INC	COM	$206K	0.0%	723 SH	New
MICROSOFT CORP	COM	$3.9M	0.6%Prev: 0.6%	8,069 SH	Decreased+363 SH
MOODYS CORP	COM	$200K	0.0%Prev: 0.0%	392 SH	Decreased-70 SH
NIKE INC	CL B	$1.5M	0.2%Prev: 0.3%	23,733 SH	Decreased-485 SH
NOVO-NORDISK A S	ADR	$905K	0.1%Prev: 0.2%	17,791 SH	Decreased-1,019 SH
NVIDIA CORPORATION	COM	$530K	0.1%Prev: 0.1%	2,842 SH	Decreased-497 SH
ORACLE CORP	COM	$315K	0.0%Prev: 0.1%	1,614 SH	Decreased-194 SH
PAYCHEX INC	COM	$496K	0.1%Prev: 0.1%	4,424 SH	Decreased-271 SH
PHILIP MORRIS INTL INC	COM	$409K	0.1%Prev: 0.1%	2,552 SH	Decreased-36 SH
QUALCOMM INC	COM	$674K	0.1%Prev: 0.1%	3,939 SH	Decreased-426 SH
RTX CORPORATION	COM	$229K	0.0%Prev: 0.0%	1,249 SH	Decreased-234 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$287K	0.0%	11,954 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.7M	0.2%Prev: 0.3%	62,767 SH	Decreased-1,578 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$207K	0.0%Prev: 0.0%	6,896 SH	Decreased-293 SH
SCHWAB STRATEGIC TR	US REIT ETF	$520K	0.1%Prev: 0.1%	24,891 SH	Decreased+306 SH
SPDR GOLD TR	GOLD SHS	$630K	0.1%Prev: 0.1%	1,589 SH	Increased+7 SH
SPDR SERIES TRUST	STATE STREET SPD	$580K	0.1%	10,329 SH	New
STARBUCKS CORP	COM	$219K	0.0%	2,596 SH	New
TESLA INC	COM	$260K	0.0%Prev: 0.0%	578 SH	Increased+25 SH
TEXAS INSTRS INC	COM	$489K	0.1%Prev: 0.1%	2,818 SH	Decreased-131 SH
THERMO FISHER SCIENTIFIC INC	COM	$383K	0.1%	660 SH	New
TRANE TECHNOLOGIES PLC	SHS	$266K	0.0%	682 SH	New
VANGUARD BD INDEX FDS	INTERMED TERM	$20.4M	2.9%Prev: 3.1%	262,127 SH	Increased+11,954 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$1.1M	0.2%Prev: 0.2%	16,303 SH	Increased+2,371 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$37.0M	5.2%Prev: 5.5%	469,069 SH	Increased+23,009 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.7M	0.8%Prev: 0.8%	76,549 SH	Increased+8,905 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$30.6M	4.3%Prev: 4.7%	632,627 SH	Increased+27,542 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$6.5M	0.9%Prev: 0.9%	20,496 SH	Increased+1,260 SH
VANGUARD INDEX FDS	MID CAP ETF	$602K	0.1%Prev: 0.1%	2,075 SH	Increased+279 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$5.1M	0.7%Prev: 0.8%	57,756 SH	Decreased+1,798 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$198.9M	28.1%Prev: 29.6%	317,084 SH	Increased+9,844 SH
VANGUARD INDEX FDS	SMALL CP ETF	$792K	0.1%Prev: 0.1%	3,070 SH	Increased+483 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$7.3M	1.0%Prev: 1.1%	21,734 SH	Increased+670 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$19.4M	2.7%Prev: 3.0%	361,621 SH	Increased+10,953 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1000K	0.1%Prev: 0.2%	19,884 SH	Decreased-401 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$3.3M	0.5%Prev: 0.5%	54,464 SH	Increased+1,894 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$18.7M	2.6%Prev: 2.8%	318,111 SH	Increased+13,240 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$34.6M	4.9%Prev: 5.5%	157,578 SH	Increased-2,897 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.3M	0.3%Prev: 0.4%	31,041 SH	Increased+426 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$77.8M	11.0%Prev: 11.4%	1,245,935 SH	Increased+34,972 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$35.4M	5.0%Prev: 5.5%	246,463 SH	Increased+187 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$12.4M	1.8%Prev: 1.9%	136,061 SH	Increased-4 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$14.7M	2.1%Prev: 2.2%	163,556 SH	Increased-1,114 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$5.5M	0.8%Prev: 0.8%	76,817 SH	Increased+94 SH
VANGUARD WORLD FD	ESG US CORP BD	$4.1M	0.6%Prev: 0.6%	64,811 SH	Increased+2,467 SH
VANGUARD WORLD FD	ESG US STK ETF	$17.6M	2.5%Prev: 2.7%	145,903 SH	Increased+1,046 SH
WASTE MGMT INC DEL	COM	$207K	0.0%Prev: 0.0%	942 SH	Decreased-55 SH
ZEBRA TECHNOLOGIES CORPORATI	CL A	$230K	0.0%	948 SH	New

Sold (vs prior filing)

AMDOCS LTD — $234K
GILEAD SCIENCES INC — $269K
PROCTER AND GAMBLE CO — $259K
UNITED RENTALS INC — $298K

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