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: $686.6M1 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$333K	0.0%	3,246 SH	New
ABBVIE INC	COM	$2.1M	0.3%Prev: 0.5%	9,469 SH	Decreased-3,604 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$244K	0.0%Prev: 0.1%	1,233 SH	Decreased-415 SH
ALPHABET INC	CAP STK CL A	$1.9M	0.3%Prev: 0.1%	6,638 SH	Increased+1,251 SH
ALPHABET INC	CAP STK CL C	$605K	0.1%Prev: 0.0%	2,107 SH	Increased+753 SH
AMAZON COM INC	COM	$1.2M	0.2%Prev: 0.1%	5,523 SH	Increased+1,927 SH
AMGEN INC	COM	$1.3M	0.2%Prev: 0.2%	3,582 SH	Decreased-762 SH
APPLE INC	COM	$4.4M	0.6%Prev: 0.6%	17,203 SH	Increased+1,187 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	0.2%Prev: 0.3%	2 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$888K	0.1%Prev: 0.2%	1,854 SH	Decreased+166 SH
BLOCK H & R INC	COM	$839K	0.1%Prev: 0.4%	26,443 SH	Decreased-14,504 SH
BROADCOM INC	COM	$7.7M	1.1%Prev: 0.8%	24,889 SH	Increased-2,533 SH
CAPITAL ONE FINL CORP	COM	$225K	0.0%Prev: 0.0%	1,231 SH	Decreased-201 SH
CATERPILLAR INC	COM	$478K	0.1%Prev: 0.0%	674 SH	Increased-25 SH
CISCO SYS INC	COM	$390K	0.1%Prev: 0.1%	5,032 SH	Increased-463 SH
ELI LILLY & CO	COM	$2.1M	0.3%Prev: 0.3%	2,324 SH	Increased+1 SH
EXXON MOBIL CORP	COM	$281K	0.0%	1,659 SH	New
GILEAD SCIENCES INC	COM	$207K	0.0%Prev: 0.1%	1,484 SH	Decreased-1,859 SH
GLOBAL X FDS	S&P 500 CATHOLIC	$751K	0.1%Prev: 0.1%	9,607 SH	Increased+248 SH
HOME DEPOT INC	COM	$753K	0.1%Prev: 0.2%	2,288 SH	Decreased-753 SH
HP INC	COM	$251K	0.0%Prev: 0.1%	13,092 SH	Decreased-8,522 SH
INFOSYS LTD	SPONSORED ADR	$219K	0.0%Prev: 0.1%	16,192 SH	Decreased-6,022 SH
INTEL CORP	COM	$641K	0.1%	14,525 SH	New
INTERDIGITAL INC	COM	$906K	0.1%Prev: 0.1%	3,000 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$371K	0.1%Prev: 0.1%	1,531 SH	Decreased-10 SH
INVESCO QQQ TR	UNIT SER 1	$306K	0.0%	531 SH	New
ISHARES INC	CORE MSCI EMKT	$959K	0.1%Prev: 0.1%	13,750 SH	Increased+4,213 SH
ISHARES SILVER TR	ISHARES	$1.2M	0.2%Prev: 0.1%	17,677 SH	Increased+7,041 SH
ISHARES TR	CORE DIV GRWTH	$1.2M	0.2%Prev: 0.1%	17,029 SH	Increased+6,398 SH
ISHARES TR	CORE HIGH DV ETF	$824K	0.1%Prev: 0.1%	6,073 SH	Increased+3,037 SH
ISHARES TR	CORE MSCI EAFE	$850K	0.1%Prev: 0.1%	9,392 SH	Increased+359 SH
ISHARES TR	CORE MSCI INTL	$1.1M	0.2%Prev: 0.1%	12,989 SH	Increased+4,578 SH
ISHARES TR	CORE S&P MCP ETF	$37.2M	5.4%Prev: 4.9%	551,574 SH	Increased+74,164 SH
ISHARES TR	CORE S&P SCP ETF	$18.8M	2.7%Prev: 2.5%	150,869 SH	Increased+13,491 SH
ISHARES TR	CORE S&P TTL STK	$1.2M	0.2%Prev: 0.2%	8,408 SH	Increased-284 SH
ISHARES TR	CORE S&P500 ETF	$25.4M	3.7%Prev: 3.7%	38,922 SH	Increased+1,362 SH
ISHARES TR	ESG AWR US AGRGT	$203K	0.0%	4,261 SH	New
ISHARES TR	ESG EAFE ETF	$272K	0.0%	3,607 SH	New
ISHARES TR	ESG SELECT SCRE	$874K	0.1%Prev: 0.1%	17,756 SH	Increased+9,216 SH
ISHARES TR	INTL DIV GRWTH	$590K	0.1%Prev: 0.1%	7,046 SH	Increased+1,416 SH
ISHARES TR	S&P 500 GRWT ETF	$243K	0.0%Prev: 0.0%	2,149 SH	Increased-365 SH
ISHARES TR	S&P 500 VAL ETF	$202K	0.0%Prev: 0.3%	957 SH	Decreased-23,189 SH
ISHARES TR	SHRT NAT MUN ETF	$1.2M	0.2%Prev: 0.2%	11,487 SH	Decreased-1,792 SH
ISHARES TR	U.S. TECH ETF	$333K	0.0%Prev: 0.2%	1,834 SH	Decreased-6,499 SH
JOHNSON & JOHNSON	COM	$781K	0.1%Prev: 0.1%	3,195 SH	Increased-535 SH
JPMORGAN CHASE & CO	COM	$375K	0.1%	1,274 SH	New
MCDONALDS CORP	COM	$612K	0.1%Prev: 0.1%	1,969 SH	Decreased-339 SH
MERCK & CO INC	COM	$394K	0.1%Prev: 0.1%	3,278 SH	Decreased-1,563 SH
META PLATFORMS INC	CL A	$254K	0.0%	444 SH	New
MICRON TECHNOLOGY INC	COM	$419K	0.1%	1,239 SH	New
MICROSOFT CORP	COM	$3.1M	0.5%Prev: 0.5%	8,479 SH	Increased+894 SH
NIKE INC	CL B	$1.2M	0.2%Prev: 0.3%	22,393 SH	Decreased-3,917 SH
NOVO-NORDISK A S	ADR	$603K	0.1%Prev: 0.3%	16,402 SH	Decreased-5,496 SH
NVIDIA CORPORATION	COM	$806K	0.1%Prev: 0.1%	4,619 SH	Increased+1,978 SH
ORACLE CORP	COM	$255K	0.0%Prev: 0.0%	1,736 SH	Increased-63 SH
PAYCHEX INC	COM	$364K	0.1%Prev: 0.2%	3,951 SH	Decreased-1,735 SH
PHILIP MORRIS INTL INC	COM	$428K	0.1%Prev: 0.1%	2,587 SH	Decreased-569 SH
QUALCOMM INC	COM	$486K	0.1%Prev: 0.1%	3,778 SH	Decreased-441 SH
RTX CORPORATION	COM	$252K	0.0%	1,304 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$309K	0.0%	12,484 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.6M	0.2%Prev: 0.2%	63,828 SH	Increased+6,265 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$223K	0.0%	7,216 SH	New
SCHWAB STRATEGIC TR	US REIT ETF	$512K	0.1%Prev: 0.1%	23,814 SH	Increased+903 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$52K	0.0%	1,961 SH	New
SPDR GOLD TR	GOLD SHS	$752K	0.1%Prev: 0.1%	1,748 SH	Increased+198 SH
SPDR SERIES TRUST	STATE STREET SPD	$548K	0.1%	10,329 SH	New
STARBUCKS CORP	COM	$237K	0.0%Prev: 0.0%	2,644 SH	Increased+366 SH
TESLA INC	COM	$265K	0.0%	712 SH	New
TEXAS INSTRS INC	COM	$376K	0.1%Prev: 0.1%	1,937 SH	Decreased-1,177 SH
THERMO FISHER SCIENTIFIC INC	COM	$325K	0.0%Prev: 0.1%	662 SH	Decreased+3 SH
TOAST INC	CL A	$355K	0.1%	13,396 SH	New
TRANE TECHNOLOGIES PLC	SHS	$297K	0.0%Prev: 0.0%	712 SH	Increased+30 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$19.6M	2.8%Prev: 3.2%	253,413 SH	Increased+19,637 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$35.2M	5.1%Prev: 5.0%	449,426 SH	Increased+86,872 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.4M	0.8%Prev: 0.8%	73,363 SH	Increased+13,565 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$30.1M	4.4%Prev: 4.2%	627,219 SH	Increased+144,153 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$6.9M	1.0%Prev: 0.5%	23,192 SH	Increased+12,526 SH
VANGUARD INDEX FDS	MID CAP ETF	$718K	0.1%	2,502 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$4.3M	0.6%Prev: 0.9%	48,158 SH	Decreased-4,696 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$190.0M	27.7%Prev: 25.4%	317,962 SH	Increased+35,517 SH
VANGUARD INDEX FDS	SMALL CP ETF	$874K	0.1%Prev: 0.1%	3,338 SH	Increased+1,240 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$7.0M	1.0%Prev: 1.0%	21,885 SH	Increased+944 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$18.3M	2.7%Prev: 2.6%	339,382 SH	Increased+10,497 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.0M	0.2%Prev: 0.2%	20,780 SH	Decreased-3,062 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$3.3M	0.5%Prev: 0.5%	54,864 SH	Increased+9,781 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$19.1M	2.8%Prev: 2.6%	325,461 SH	Increased+75,777 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$34.6M	5.0%Prev: 5.4%	160,821 SH	Increased+3,893 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.4M	0.3%Prev: 0.3%	30,745 SH	Increased+983 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$77.4M	11.3%Prev: 10.0%	1,208,409 SH	Increased+88,995 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$36.7M	5.3%Prev: 5.5%	247,921 SH	Increased+2,970 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$12.1M	1.8%Prev: 1.9%	136,531 SH	Increased+3,688 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$14.9M	2.2%Prev: 2.3%	158,584 SH	Increased-14,618 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$5.7M	0.8%Prev: 1.0%	79,375 SH	Decreased-7,320 SH
VANGUARD WORLD FD	ESG US CORP BD	$4.0M	0.6%Prev: 0.7%	64,263 SH	Increased+1,266 SH
VANGUARD WORLD FD	ESG US STK ETF	$17.0M	2.5%Prev: 2.2%	151,472 SH	Increased+23,101 SH
WASTE MGMT INC DEL	COM	$220K	0.0%Prev: 0.0%	957 SH	Decreased-38 SH

Sold (vs prior filing)

ABBOTT LABS — $482K
AMDOCS LTD — $309K
EMERSON ELEC CO — $228K
EMPLOYERS HLDGS INC — $249K
GENERAL MLS INC — $228K
ISHARES INC — $27K
ISHARES TR — $1K
ISHARES TR — $262K
JPMORGAN CHASE & CO. — $279K
KIMBERLY-CLARK CORP — $258K
MOODYS CORP — $214K
PROCTER AND GAMBLE CO — $286K
SCHWAB STRATEGIC TR — $59K
SPDR SER TR — $448K
VANGUARD BD INDEX FDS — $2.3M
VANGUARD CHARLOTTE FDS — $2.0M
VANGUARD INDEX FDS — $7.8M
VANGUARD INTL EQUITY INDEX F — $697K
VANGUARD SCOTTSDALE FDS — $1.2M
VANGUARD SPECIALIZED FUNDS — $1.1M
… and 3 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