Human Investing LLC

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

Import this data to Google Sheets with:

=jivedata("human-investing-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $771.1M1 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$281K	0.0%	3,095 SH	New
ABBVIE INC	COM	$2.4M	0.3%Prev: 0.4%	9,340 SH	Decreased-3,691 SH
ADVANCED MICRO DEVICES INC	COM	$296K	0.0%	509 SH	New
ALPHABET INC	CAP STK CL A	$2.3M	0.3%Prev: 0.2%	6,390 SH	Increased+874 SH
ALPHABET INC	CAP STK CL C	$741K	0.1%Prev: 0.0%	2,098 SH	Increased+724 SH
AMAZON COM INC	COM	$1.2M	0.2%Prev: 0.1%	5,035 SH	Increased+1,246 SH
AMGEN INC	COM	$1.3M	0.2%Prev: 0.2%	3,536 SH	Increased-911 SH
APPLE INC	COM	$4.9M	0.6%Prev: 0.5%	16,812 SH	Increased+566 SH
APPLIED MATLS INC	COM	$425K	0.1%	587 SH	New
BERKSHIRE HATHAWAY INC DEL	CL A	$1.5M	0.2%Prev: 0.2%	2 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$948K	0.1%Prev: 0.1%	1,895 SH	Increased+170 SH
BLOCK H & R INC	COM	$984K	0.1%Prev: 0.3%	25,831 SH	Decreased-11,319 SH
BROADCOM INC	COM	$9.3M	1.2%Prev: 1.2%	24,738 SH	Increased-2,668 SH
CAPITAL ONE FINL CORP	COM	$256K	0.0%Prev: 0.0%	1,274 SH	Decreased-194 SH
CATERPILLAR INC	COM	$720K	0.1%Prev: 0.0%	676 SH	Increased+25 SH
CISCO SYS INC	COM	$601K	0.1%Prev: 0.0%	5,118 SH	Increased+1,223 SH
CORNING INC	COM	$217K	0.0%	850 SH	New
DIMENSIONAL ETF TRUST	US COR EQU 2 ETF	$216K	0.0%	4,863 SH	New
EATON CORP PLC	SHS	$209K	0.0%	490 SH	New
ELI LILLY & CO	COM	$2.7M	0.4%Prev: 0.3%	2,265 SH	Increased-60 SH
EXXON MOBIL CORP	COM	$207K	0.0%	1,515 SH	New
FORTINET INC	COM	$219K	0.0%	1,424 SH	New
GLOBAL X FDS	S&P 500 CATHOLIC	$832K	0.1%Prev: 0.1%	9,399 SH	Increased-541 SH
HOME DEPOT INC	COM	$809K	0.1%Prev: 0.2%	2,295 SH	Decreased-686 SH
HP INC	COM	$282K	0.0%Prev: 0.1%	12,861 SH	Decreased-4,772 SH
INFOSYS LTD	SPONSORED ADR	$162K	0.0%Prev: 0.1%	15,416 SH	Decreased-5,898 SH
INTEL CORP	COM	$646K	0.1%	4,625 SH	New
INTERDIGITAL INC	COM	$849K	0.1%Prev: 0.1%	3,000 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$431K	0.1%Prev: 0.1%	1,533 SH	Decreased-8 SH
INVESCO QQQ TR	UNIT SER 1	$344K	0.0%Prev: 0.0%	467 SH	Increased+78 SH
iShares Core MSCI Emerging Markets ETF	CORE MSCI EMKT	$56K	0.0%	677 SH	New
iShares Core S&P 500 ETF	CORE S&P500 ETF	$44K	0.0%	59 SH	New
iShares Core S&P Mid-Cap ETF	CORE S&P MCP ETF	$2.7M	0.4%	35,129 SH	New
iShares Core S&P Small-Cap ETF	CORE S&P SCP ETF	$1.4M	0.2%	9,559 SH	New
iShares Core S&P Total U.S. Stock Market ETF	CORE S&P TTL STK	$2K	0.0%	9 SH	New
iShares ESG Advanced MSCI EAFE ETF	ESG EAFE ETF	$48K	0.0%	563 SH	New
iShares ESG Aware U.S. Aggregate Bond ETF	ESG AWR US AGRGT	$4	0.0%	0 SH	New
iShares ESG Select Screened S&P 500 ETF	ESG SELECT SCRE	$410K	0.1%	7,226 SH	New
ISHARES INC	CORE MSCI EMKT	$1.0M	0.1%Prev: 0.1%	12,168 SH	Increased+537 SH
iShares International Dividend Growth ETF	INTL DIV GRWTH	$4	0.0%	0 SH	New
iShares S&P 500 Growth ETF	S&P 500 GRWT ETF	$11K	0.0%	81 SH	New
ISHARES SILVER TR	ISHARES	$569K	0.1%Prev: 0.1%	10,636 SH	Increased
ISHARES TR	CORE DIV GRWTH	$1.3M	0.2%Prev: 0.1%	17,057 SH	Increased+2,250 SH
ISHARES TR	CORE HIGH DV ETF	$832K	0.1%Prev: 0.1%	30,366 SH	Increased+24,976 SH
ISHARES TR	CORE MSCI EAFE	$941K	0.1%Prev: 0.1%	9,744 SH	Increased-127 SH
ISHARES TR	CORE S&P MCP ETF	$40.8M	5.3%Prev: 5.2%	528,628 SH	Increased-4,514 SH
ISHARES TR	CORE S&P SCP ETF	$21.4M	2.8%Prev: 2.6%	144,035 SH	Increased-8,897 SH
ISHARES TR	CORE S&P TTL STK	$1.4M	0.2%Prev: 0.2%	8,524 SH	Increased+666 SH
ISHARES TR	CORE S&P500 ETF	$29.4M	3.8%Prev: 3.8%	39,211 SH	Increased-99 SH
ISHARES TR	ESG AWR US AGRGT	$244K	0.0%	5,152 SH	New
ISHARES TR	ESG EAFE ETF	$257K	0.0%Prev: 0.0%	3,043 SH	Increased+30 SH
ISHARES TR	ESG SELECT SCRE	$585K	0.1%Prev: 0.1%	10,307 SH	Increased+404 SH
ISHARES TR	INTL DIV GRWTH	$624K	0.1%Prev: 0.1%	7,096 SH	Increased+732 SH
ISHARES TR	S&P 500 GRWT ETF	$274K	0.0%Prev: 0.0%	1,993 SH	Increased-39 SH
ISHARES TR	S&P 500 VAL ETF	$217K	0.0%Prev: 0.0%	957 SH	Increased-89 SH
ISHARES TR	SHRT NAT MUN ETF	$1.4M	0.2%Prev: 0.2%	13,445 SH	Increased+472 SH
ISHARES TR	U.S. TECH ETF	$455K	0.1%Prev: 0.0%	1,804 SH	Increased
iShares U.S. Technology ETF	U.S. TECH ETF	$8K	0.0%	30 SH	New
JOHNSON & JOHNSON	COM	$810K	0.1%Prev: 0.1%	3,191 SH	Increased-152 SH
JPMORGAN CHASE & CO	COM	$418K	0.1%	1,277 SH	New
KLA CORP	COM NEW	$307K	0.0%	1,017 SH	New
LAM RESEARCH CORP	COM NEW	$215K	0.0%	496 SH	New
MCDONALDS CORP	COM	$522K	0.1%Prev: 0.1%	1,932 SH	Decreased-363 SH
MCKESSON CORP	COM	$457K	0.1%	605 SH	New
MERCK & CO INC	COM	$435K	0.1%Prev: 0.1%	3,385 SH	Increased-1,341 SH
META PLATFORMS INC	CL A	$219K	0.0%Prev: 0.0%	389 SH	Decreased+67 SH
MICRON TECHNOLOGY INC	COM	$1.0M	0.1%	896 SH	New
MICROSOFT CORP	COM	$2.9M	0.4%Prev: 0.6%	7,906 SH	Decreased+270 SH
NIKE INC	CL B	$1.1M	0.1%Prev: 0.3%	26,876 SH	Decreased+2,665 SH
NOVO-NORDISK A S	ADR	$763K	0.1%Prev: 0.2%	15,921 SH	Decreased-4,601 SH
NVIDIA CORPORATION	COM	$896K	0.1%Prev: 0.1%	4,480 SH	Increased+1,243 SH
ORACLE CORP	COM	$245K	0.0%Prev: 0.1%	1,673 SH	Decreased-128 SH
PAYCHEX INC	COM	$382K	0.0%Prev: 0.1%	3,888 SH	Decreased-1,173 SH
PHILIP MORRIS INTL INC	COM	$453K	0.1%Prev: 0.1%	2,505 SH	Decreased-176 SH
QUALCOMM INC	COM	$702K	0.1%Prev: 0.1%	3,796 SH	Increased-518 SH
RTX CORPORATION	COM	$202K	0.0%Prev: 0.0%	1,064 SH	Decreased-400 SH
SANDISK CORP	COM	$286K	0.0%	126 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$321K	0.0%	11,594 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.6M	0.2%Prev: 0.3%	53,567 SH	Decreased-11,540 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$208K	0.0%	5,633 SH	New
SCHWAB STRATEGIC TR	US REIT ETF	$563K	0.1%Prev: 0.1%	23,789 SH	Increased-1,368 SH
Schwab U.S. Mid-Cap ETF	US MID-CAP ETF	$50K	0.0%	1,353 SH	New
Schwab US Large-Cap ETF	US LRG CAP ETF	$311K	0.0%	10,553 SH	New
SPDR GOLD TR	GOLD SHS	$644K	0.1%Prev: 0.1%	1,748 SH	Increased+166 SH
SPDR SERIES TRUST	ST STR SP500FF	$608K	0.1%	9,947 SH	New
STARBUCKS CORP	COM	$263K	0.0%Prev: 0.0%	2,571 SH	Increased+205 SH
TESLA INC	COM	$321K	0.0%	762 SH	New
TEXAS INSTRS INC	COM	$586K	0.1%Prev: 0.1%	1,964 SH	Decreased-1,024 SH
THERMO FISHER SCIENTIFIC INC	COM	$336K	0.0%Prev: 0.0%	671 SH	Increased+19 SH
TOAST INC	CL A	$373K	0.0%	13,396 SH	New
TRANE TECHNOLOGIES PLC	SHS	$340K	0.0%Prev: 0.0%	692 SH	Increased+10 SH
UNITED RENTALS INC	COM	$245K	0.0%Prev: 0.0%	216 SH	Increased-95 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$18.4M	2.4%Prev: 2.8%	239,299 SH	Increased+8,843 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$33.0M	4.3%Prev: 5.0%	423,360 SH	Increased+18,281 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$5.3M	0.7%Prev: 0.7%	72,546 SH	Increased+8,931 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$28.9M	3.7%Prev: 4.3%	595,960 SH	Increased+50,634 SH
Vanguard Dividend Appreciation ETF	DIV APP ETF	$1.2M	0.2%	5,146 SH	New
Vanguard ESG International Stock ETF	ESG INTL STK ETF	$1.1M	0.1%	13,062 SH	New
Vanguard ESG U.S. Corporate Bond ETF	ESG US CORP BD	$435K	0.1%	6,926 SH	New
VANGUARD ESG US STOCK ETF	ESG US STK ETF	$2.9M	0.4%	21,677 SH	New
Vanguard FTSE Developed Markets ETF	VAN FTSE DEV MKT	$5.4M	0.7%	75,913 SH	New
Vanguard FTSE Emerging Markets ETF	FTSE EMR MKT ETF	$1.3M	0.2%	21,336 SH	New
Vanguard High Dividend Yield ETF	HIGH DIV YLD	$1.2M	0.2%	7,722 SH	New
VANGUARD INDEX FDS	LARGE CAP ETF	$7.0M	0.9%Prev: 0.9%	20,352 SH	Increased+792 SH
VANGUARD INDEX FDS	MID CAP ETF	$693K	0.1%Prev: 0.1%	8,604 SH	Increased+6,946 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$4.5M	0.6%Prev: 0.7%	46,295 SH	Decreased-6,755 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$208.8M	27.1%Prev: 27.7%	304,007 SH	Increased-5,567 SH
VANGUARD INDEX FDS	SMALL CP ETF	$915K	0.1%Prev: 0.1%	3,019 SH	Increased+179 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$8.3M	1.1%Prev: 1.0%	22,295 SH	Increased+643 SH
Vanguard Intermediate-Term Bond ETF	INTERMED TERM	$1.9M	0.2%	24,785 SH	New
Vanguard Intermediate-Term Treasury ETF	INTER TERM TREAS	$303K	0.0%	5,142 SH	New
Vanguard International Dividend Appreciation ETF	INTL DVD ETF	$414K	0.1%	4,436 SH	New
Vanguard International High Dividend Yield ETF	INTL HIGH ETF	$447K	0.1%	4,554 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$19.4M	2.5%Prev: 2.8%	325,841 SH	Increased-31,895 SH
Vanguard Large-Cap ETF	LARGE CAP ETF	$268K	0.0%	781 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.2M	0.2%Prev: 0.2%	24,703 SH	Increased+3,502 SH
Vanguard Real Estate ETF	REAL ESTATE ETF	$169K	0.0%	1,748 SH	New
Vanguard S&P 500 ETF	S&P 500 ETF SHS	$15.2M	2.0%	22,192 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$3.0M	0.4%Prev: 0.5%	51,164 SH	Increased+1,518 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$17.8M	2.3%Prev: 2.5%	305,743 SH	Increased+30,389 SH
Vanguard Short-Term Bond ETF	SHORT TRM BOND	$3.5M	0.5%	44,714 SH	New
Vanguard Short-Term Treasury ETF	SHORT TERM TREAS	$1.9M	0.2%	32,131 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$35.9M	4.6%Prev: 5.3%	151,530 SH	Increased-11,706 SH
VANGUARD STAR FDS	VG TL INTL STK F	$2.7M	0.3%Prev: 0.3%	31,262 SH	Increased+190 SH
Vanguard Tax-Exempt Bond Index ETF	TAX EXEMPT BD	$2K	0.0%	38 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$81.7M	10.6%Prev: 10.9%	1,147,214 SH	Increased-71,023 SH
Vanguard Total International Bond ETF	TOTAL INT BD ETF	$2.9M	0.4%	60,694 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$37.9M	4.9%Prev: 5.3%	239,555 SH	Increased-11,145 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$12.1M	1.6%Prev: 1.9%	129,446 SH	Decreased-6,758 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$15.0M	1.9%Prev: 2.2%	152,941 SH	Increased-20,293 SH
VANGUARD WORLD FD	ESG INTL STK ETF	$5.3M	0.7%Prev: 0.8%	64,597 SH	Increased-14,063 SH
VANGUARD WORLD FD	ESG US CORP BD	$3.7M	0.5%Prev: 0.6%	59,583 SH	Increased+695 SH
VANGUARD WORLD FD	ESG US STK ETF	$16.8M	2.2%Prev: 2.6%	126,816 SH	Increased-23,194 SH
VANGUARD WORLD FD	INF TECH ETF	$205K	0.0%	1,715 SH	New
VISA INC	COM CL A	$221K	0.0%	646 SH	New
WESTERN DIGITAL CORP	COM	$252K	0.0%	394 SH	New

Sold (vs prior filing)

ABBOTT LABS — $475K
ACCENTURE PLC IRELAND — $489K
AMDOCS LTD — $298K
EMERSON ELEC CO — $278K
EMPLOYERS HLDGS INC — $232K
GILEAD SCIENCES INC — $268K
ISHARES TR — $938K
ISHARES TR — $243K
JPMORGAN CHASE & CO. — $330K
MOODYS CORP — $231K
NETFLIX INC — $236K
PROCTER AND GAMBLE CO — $268K
SPDR SERIES TRUST — $526K
VANGUARD BD INDEX FDS — $943K
WASTE MGMT INC DEL — $228K

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