Human Investing LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 25, 2024), Human Investing LLC reported 93 stock positions worth $497.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 25.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.0%) and Vanguard High DVD Yield ETF (VYM, 5.7%). Compared with Q4 2023, it opened 6 new positions, sold out of 6, added to 32 and reduced 50. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +3%) and the biggest sale Apple (AAPL, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0001767513
- Portfolio Value
- $497.9M (Q1 2024)
- SEC Filing
- 0001767513-24-000003 ↗ filed Apr 25, 2024
Holdings Value
Holdings 93 stocks · $497.9M
| VOO Vanguard S&P 500 ETF | 25.75% | 266,764 | $128.2M | Add +2.7% |
| VEA Vanguard Ftse Developed ETF | 10.03% | 995,477 | $49.9M | Add +2.6% |
| VYM Vanguard High DVD Yield ETF | 5.70% | 234,432 | $28.4M | Reduce -0.9% |
| VIG Vanguard Dividend Apprec ETF | 5.61% | 152,984 | $27.9M | Reduce -1.7% |
| IJH iShares Core S&P Midcap ETF | 5.47% | 448,668 | $27.3M | Add +2.1% |
| BSV Vanguard Short-Term Bond ETF | 5.05% | 327,696 | $25.1M | Add +4.2% |
| BNDX Vanguard Total Intl Bond ETF | 4.24% | 429,536 | $21.1M | Add +4.7% |
| IVV iShares Core S&P 500 ETF | 4.07% | 38,552 | $20.3M | Add +0.3% |
| BIV Vanguard Intermediate-Term B | 2.79% | 184,470 | $13.9M | Add +4.9% |
| IJR iShares Core S&P Small-Cap E | 2.76% | 124,542 | $13.8M | Add +1.7% |
| VGSH Vanguard Short-Term Treasury | 2.56% | 219,914 | $12.8M | Add +5.3% |
| VWO Vanguard Ftse Emerging Marke | 2.49% | 296,447 | $12.4M | Add +3.1% |
| ESGV Vanguard ESG US Stock ETF | 2.36% | 126,188 | $11.8M | Add +3.7% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.14% | 155,076 | $10.7M | Reduce -0.2% |
| VIGI Vanguard Int Div App Indx FD | 2.07% | 126,238 | $10.3M | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 1.10% | 21,157 | $5.5M | Add +0.4% |
| VNQ Vanguard Real Estate ETF | 0.85% | 49,020 | $4.2M | Add +5.2% |
| AVGO Broadcom Inc. | 0.80% | 3,023 | $4.0M | Reduce -5.5% |
| BND Vanguard Total Bond Market | 0.75% | 51,360 | $3.7M | Reduce -1.8% |
| NKE Nike Inc. Class B | 0.72% | 37,994 | $3.6M | Reduce -8.4% |
| VSGX Vanguard ESG Intl Stock ETF | 0.71% | 61,397 | $3.5M | Add +6.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.63% | 13,017 | $3.1M | Reduce -0.5% |
| VCEB Vanguard ESG US Corp. Bond | 0.62% | 49,475 | $3.1M | Add +16.4% |
| MSFT Microsoft Corp. | 0.62% | 7,321 | $3.1M | Add +0.5% |
| AAPL Apple Inc. | 0.61% | 17,751 | $3.0M | Reduce -19.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.60% | 23,290 | $3.0M | Reduce -0.9% |
| ABBV Abbvie Inc. | 0.54% | 14,787 | $2.7M | Reduce -0.3% |
| VGIT Vanguard Intermediate-Term T | 0.49% | 41,758 | $2.4M | Add +16.3% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.44% | 44,551 | $2.2M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 0.43% | 2,760 | $2.1M | Reduce -0.8% |
| VXUS Vanguard Total Intl Stock | 0.33% | 27,286 | $1.6M | Add +2.4% |
| SCHX Schwab US Large-Cap ETF | 0.30% | 24,415 | $1.5M | Reduce -1.1% |
| AMGN Amgen Inc. | 0.29% | 5,118 | $1.5M | Reduce -2.8% |
| HD Home Depot Inc. | 0.28% | 3,612 | $1.4M | Reduce -0.7% |
| SUB iShares Short-Term National | 0.27% | 12,606 | $1.3M | Add +2.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.20% | 19,233 | $973K | Add +9.5% |
| BLV Vanguard Long-Term Bond ETF | 0.19% | 12,917 | $934K | Add +12.4% |
| GOOGL Alphabet Inc. Class A | 0.18% | 5,890 | $889K | Reduce -1.6% |
| TXN Texas Instruments Inc. | 0.17% | 4,894 | $853K | Reduce -1.6% |
| QCOM Qualcomm Inc. | 0.17% | 4,988 | $844K | Reduce -1.6% |
| MCD McDonald's Corp. | 0.17% | 2,963 | $835K | Reduce -2.9% |
| JNJ Johnson & Johnson | 0.16% | 5,169 | $818K | Reduce -4.7% |
| HPQ HP Inc. | 0.15% | 24,929 | $753K | Reduce -3.8% |
| MRK Merck & Co. Inc. | 0.15% | 5,608 | $740K | Reduce -2.2% |
| PAYX Paychex Inc. | 0.15% | 6,011 | $738K | Reduce -2.5% |
| ITOT iShares Core S&P Total U.S. | 0.15% | 6,316 | $728K | Add +1.4% |
| ACN Accenture PLC Class A | 0.15% | 2,090 | $725K | Reduce -1.2% |
| INTC Intel Corp. | 0.13% | 15,142 | $669K | Reduce -5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,560 | $656K | Add +3.0% |
| DOX Amdocs Ltd. | 0.12% | 6,849 | $619K | Reduce -3.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.12% | 8,214 | $610K | Reduce -2.8% |
| IDEV iShares Core MSCI Dev MKTS | 0.12% | 8,651 | $581K | Reduce -0.2% |
| DGRO iShares Core Dividend Growth | 0.12% | 9,982 | $580K | Add +0.5% |
| PM Philip Morris International | 0.11% | 6,049 | $554K | Reduce -3.7% |
| AMZN Amazon.com Inc. | 0.11% | 3,068 | $553K | Reduce -2.7% |
| ABT Abbott Laboratories | 0.11% | 4,709 | $535K | Reduce -6.2% |
| INFY Infosys Ltd.-SP ADR | 0.10% | 29,045 | $521K | Reduce -2.4% |
| CATH Global X S&P 500 Ca Val ETF | 0.10% | 8,045 | $512K | Reduce -4.4% |
| IEMG iShares Core MSCI Emerging | 0.10% | 9,588 | $495K | Add +8.5% |
| MAR Marriott International Class A | 0.10% | 1,919 | $484K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 2,520 | $481K | Reduce -2.3% |
| GIS General Mills Inc. | 0.10% | 6,793 | $475K | Reduce -10.4% |
| CSCO Cisco Systems Inc. | 0.10% | 9,522 | $475K | Reduce -2.5% |
| KMB Kimberly-Clark Corp. | 0.09% | 3,546 | $459K | Reduce -3.4% |
| UPS United Parcel Service Class B | 0.09% | 3,077 | $457K | Reduce -7.0% |
| SCHH Schwab US REIT ETF | 0.08% | 20,285 | $412K | Add +0.5% |
| XVV iShares ESG Select Screened | 0.08% | 10,101 | $407K | Add +17.5% |
| TMO Thermo Fisher Scientific Inc. | 0.08% | 654 | $380K | Reduce -7.1% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.07% | 8,700 | $372K | No change |
| CL Colgate-Palmolive Co. | 0.07% | 4,018 | $362K | Reduce -7.9% |
| SBUX Starbucks Corp. | 0.07% | 3,763 | $344K | Reduce -7.8% |
| HDV iShares Core High Dividend E | 0.07% | 3,047 | $336K | Add +0.3% |
| PG The Procter & Gamble Co. | 0.07% | 2,066 | $335K | Reduce -14.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.07% | 1,431 | $327K | Add +2.1% |
| USB US Bancorp | 0.07% | 7,265 | $325K | Add +1.8% |
| GLD SPDR Gold Shares | 0.06% | 1,406 | $289K | Reduce -0.8% |
| IGRO iShares Intl Div Growth ETF | 0.06% | 4,291 | $289K | Add +0.3% |
| GILD Gilead Sciences Inc. | 0.06% | 3,747 | $274K | Add +6.3% |
| EIG Employers Holdings Inc. | 0.05% | 5,918 | $269K | Reduce -8.9% |
| GOOG Alphabet Inc. Class C | 0.05% | 1,722 | $262K | Reduce -0.7% |
| BMY Bristol-Myers Squibb Co. | 0.05% | 4,683 | $254K | Reduce -43.4% |
| UL Unilever PLC | 0.05% | 4,801 | $241K | Reduce -9.2% |
| SCHM Schwab US Mid Cap ETF | 0.05% | 2,921 | $238K | Reduce -0.5% |
| IYW iShares Ustechnology ETF | 0.05% | 1,732 | $234K | No change |
| ORCL Oracle Corp. | 0.05% | 1,796 | $226K | New |
| ANET Arista Networks Inc. | 0.04% | 766 | $222K | New |
| IVE iShares S&P 500 Value ETF | 0.04% | 1,149 | $215K | New |
| IVW iShares S&P 500 Growth ETF | 0.04% | 2,540 | $214K | New |
| WM Waste Management Inc. | 0.04% | 1,006 | $214K | New |
| SLV iShares Silver Trust | 0.04% | 9,372 | $213K | Reduce -12.9% |
| IDCC Interdigital Inc. | 0.04% | 2,000 | $213K | No change |
| CAT Caterpillar Inc. | 0.04% | 574 | $210K | New |
| MCO Moody's Corp. | 0.04% | 522 | $205K | No change |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -19.9% | 0.61% | −0.31 |
| NKE Nike Inc. Class B | Reduce -8.4% | 0.72% | −0.25 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.7% | 5.61% | −0.12 |
| IT Gartner Inc. | Sold out | 0.00% | −0.10 |
| VIGI Vanguard Int Div App Indx FD | Reduce -0.3% | 2.07% | −0.10 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -0.2% | 2.14% | −0.09 |
| BND Vanguard Total Bond Market | Reduce -1.8% | 0.75% | −0.08 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.06 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.06 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.06 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.04 |
| BP BP PLC-Spons ADR | Sold out | 0.00% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Reduce -43.4% | 0.05% | −0.04 |
| INTC Intel Corp. | Reduce -5.0% | 0.13% | −0.04 |
| AMGN Amgen Inc. | Reduce -2.8% | 0.29% | −0.04 |
| HRB H&R Block Inc. | Reduce -1.1% | 0.44% | −0.03 |
| MCD McDonald's Corp. | Reduce -2.9% | 0.17% | −0.03 |
| UPS United Parcel Service Class B | Reduce -7.0% | 0.09% | −0.02 |
| JNJ Johnson & Johnson | Reduce -4.7% | 0.16% | −0.02 |
| HPQ HP Inc. | Reduce -3.8% | 0.15% | −0.02 |
| PM Philip Morris International | Reduce -3.7% | 0.11% | −0.02 |
| SBUX Starbucks Corp. | Reduce -7.8% | 0.07% | −0.02 |
| ACN Accenture PLC Class A | Reduce -1.2% | 0.15% | −0.01 |
| INFY Infosys Ltd.-SP ADR | Reduce -2.4% | 0.10% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -1.6% | 0.17% | −0.01 |
| ABT Abbott Laboratories | Reduce -6.2% | 0.11% | −0.01 |
| GIS General Mills Inc. | Reduce -10.4% | 0.10% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -2.5% | 0.10% | −0.01 |
| PAYX Paychex Inc. | Reduce -2.5% | 0.15% | −0.01 |
| DOX Amdocs Ltd. | Reduce -3.1% | 0.12% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -14.4% | 0.07% | −0.01 |
| SLV iShares Silver Trust | Reduce -12.9% | 0.04% | −0.01 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.9% | 5.70% | −0.01 |
| UL Unilever PLC | Reduce -9.2% | 0.05% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -2.8% | 0.12% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -7.1% | 0.08% | −0.00 |
| KMB Kimberly-Clark Corp. | Reduce -3.4% | 0.09% | −0.00 |
| CATH Global X S&P 500 Ca Val ETF | Reduce -4.4% | 0.10% | −0.00 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -0.2% | 0.12% | −0.00 |
| CL Colgate-Palmolive Co. | Reduce -7.9% | 0.07% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -1.6% | 0.18% | −0.00 |
| EIG Employers Holdings Inc. | Reduce -8.9% | 0.05% | −0.00 |
| GLD SPDR Gold Shares | Reduce -0.8% | 0.06% | −0.00 |
| GOOG Alphabet Inc. Class C | Reduce -0.7% | 0.05% | −0.00 |
| SCHM Schwab US Mid Cap ETF | Reduce -0.5% | 0.05% | 0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -1.1% | 0.30% | +0.00 |
| IBM Intl Business Machines Corp. | Reduce -2.3% | 0.10% | +0.01 |
| HD Home Depot Inc. | Reduce -0.7% | 0.28% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -2.7% | 0.11% | +0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.5% | 0.63% | +0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| VOO Vanguard S&P 500 ETF | Add +2.7% | 25.75% | +1.27 |
| IJH iShares Core S&P Midcap ETF | Add +2.1% | 5.47% | +0.21 |
| ESGV Vanguard ESG US Stock ETF | Add +3.7% | 2.36% | +0.13 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 4.07% | +0.11 |
| ORCL Oracle Corp. | New | 0.05% | +0.05 |
| ANET Arista Networks Inc. | New | 0.04% | +0.04 |
| IVW iShares S&P 500 Growth ETF | New | 0.04% | +0.04 |
| IVE iShares S&P 500 Value ETF | New | 0.04% | +0.04 |
| WM Waste Management Inc. | New | 0.04% | +0.04 |
| CAT Caterpillar Inc. | New | 0.04% | +0.04 |
| VCEB Vanguard ESG US Corp. Bond | Add +16.4% | 0.62% | +0.04 |
| VGIT Vanguard Intermediate-Term T | Add +16.3% | 0.49% | +0.03 |
| MSFT Microsoft Corp. | Add +0.5% | 0.62% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.4% | 1.10% | +0.03 |
| VSGX Vanguard ESG Intl Stock ETF | Add +6.1% | 0.71% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.0% | 0.13% | +0.02 |
| XVV iShares ESG Select Screened | Add +17.5% | 0.08% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +1.4% | 0.15% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +8.5% | 0.10% | +0.00 |
| BLV Vanguard Long-Term Bond ETF | Add +12.4% | 0.19% | +0.00 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +9.5% | 0.20% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.1% | 0.07% | +0.00 |
| DGRO iShares Core Dividend Growth | Add +0.5% | 0.12% | +0.00 |
| HDV iShares Core High Dividend E | Add +0.3% | 0.07% | +0.00 |
| USB US Bancorp | Add +1.8% | 0.07% | −0.00 |
| IGRO iShares Intl Div Growth ETF | Add +0.3% | 0.06% | −0.00 |
| VXUS Vanguard Total Intl Stock | Add +2.4% | 0.33% | −0.00 |
| GILD Gilead Sciences Inc. | Add +6.3% | 0.06% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Add +2.6% | 10.03% | −0.01 |
| SCHH Schwab US REIT ETF | Add +0.5% | 0.08% | −0.01 |
| SUB iShares Short-Term National | Add +2.0% | 0.27% | −0.02 |
| VNQ Vanguard Real Estate ETF | Add +5.2% | 0.85% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +3.1% | 2.49% | −0.06 |
| VGSH Vanguard Short-Term Treasury | Add +5.3% | 2.56% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Add +1.7% | 2.76% | −0.10 |
| BIV Vanguard Intermediate-Term B | Add +4.9% | 2.79% | −0.11 |
| BNDX Vanguard Total Intl Bond ETF | Add +4.7% | 4.24% | −0.13 |
| BSV Vanguard Short-Term Bond ETF | Add +4.2% | 5.05% | −0.18 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026Amended | 105 | $771.1M | VOO, VEA, IJH, VYM, VIG |
| Q1 2026 | 96 | $686.6M | VOO, VEA, IJH, VYM, BSV |
| Q4 2025 | 95 | $708.1M | VOO, VEA, IJH, BSV, VYM |
| Q3 2025 | 91 | $676.8M | VOO, VEA, IJH, BSV, VYM |
| Q2 2025 | 96 | $634.9M | VOO, VEA, VYM, VIG, IJH |
| Q1 2025 | 91 | $567.9M | VOO, VEA, VYM, VIG, BSV |
| Q4 2024 | 329 | $563.9M | VOO, VEA, VIG, VYM, IJH |
| Q3 2024 | 99 | $552.8M | VOO, VEA, VIG, VYM, IJH |
| Q2 2024 | 93 | $514.4M | VOO, VEA, VIG, VYM, IJH |
| Q1 2024 | 93 | $497.9M | VOO, VEA, VYM, VIG, IJH |