Human Investing LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 17, 2024), Human Investing LLC reported 93 stock positions worth $514.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 26.4% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.0%) and Vanguard Dividend Apprec ETF (VIG, 5.4%). Compared with Q1 2024, it opened 4 new positions, sold out of 4, added to 36 and reduced 42. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +2%) and the biggest sale Vanguard High DVD Yield ETF (VYM, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0001767513
- Portfolio Value
- $514.4M (Q2 2024)
- SEC Filing
- 0001767513-24-000004 ↗ filed Jul 17, 2024
Holdings Value
Holdings 93 stocks · $514.4M
| VOO Vanguard S&P 500 ETF | 26.43% | 271,787 | $135.9M | Add +1.9% |
| VEA Vanguard Ftse Developed ETF | 10.03% | 1,044,383 | $51.6M | Add +4.9% |
| VIG Vanguard Dividend Apprec ETF | 5.44% | 153,173 | $28.0M | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 5.39% | 233,869 | $27.7M | Reduce -0.2% |
| IJH iShares Core S&P Midcap ETF | 5.26% | 462,715 | $27.1M | Add +3.1% |
| BSV Vanguard Short-Term Bond ETF | 5.18% | 347,654 | $26.7M | Add +6.1% |
| BNDX Vanguard Total Intl Bond ETF | 4.34% | 458,552 | $22.3M | Add +6.8% |
| IVV iShares Core S&P 500 ETF | 4.09% | 38,443 | $21.0M | Reduce -0.3% |
| BIV Vanguard Intermediate-Term B | 2.85% | 196,004 | $14.7M | Add +6.3% |
| IJR iShares Core S&P Small-Cap E | 2.74% | 132,370 | $14.1M | Add +6.3% |
| VGSH Vanguard Short-Term Treasury | 2.65% | 234,805 | $13.6M | Add +6.8% |
| VWO Vanguard Ftse Emerging Marke | 2.63% | 309,391 | $13.5M | Add +4.4% |
| ESGV Vanguard ESG US Stock ETF | 2.38% | 126,864 | $12.3M | Add +0.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.08% | 156,149 | $10.7M | Add +0.7% |
| VIGI Vanguard Int Div App Indx FD | 2.01% | 127,403 | $10.4M | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.12% | 21,530 | $5.8M | Add +1.8% |
| AVGO Broadcom Inc. | 0.94% | 3,023 | $4.9M | No change |
| VNQ Vanguard Real Estate ETF | 0.81% | 49,554 | $4.2M | Add +1.1% |
| BND Vanguard Total Bond Market | 0.74% | 52,753 | $3.8M | Add +2.7% |
| VSGX Vanguard ESG Intl Stock ETF | 0.73% | 65,185 | $3.7M | Add +6.2% |
| AAPL Apple Inc. | 0.68% | 16,538 | $3.5M | Reduce -6.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.65% | 23,290 | $3.3M | No change |
| MSFT Microsoft Corp. | 0.64% | 7,393 | $3.3M | Add +1.0% |
| VCEB Vanguard ESG US Corp. Bond | 0.62% | 51,755 | $3.2M | Add +4.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.62% | 12,790 | $3.2M | Reduce -1.7% |
| VGIT Vanguard Intermediate-Term T | 0.50% | 44,400 | $2.6M | Add +6.3% |
| LLY Eli Lilly & Co. | 0.49% | 2,762 | $2.5M | Add +0.1% |
| NKE Nike Inc. Class B | 0.46% | 31,631 | $2.4M | Reduce -16.8% |
| ABBV Abbvie Inc. | 0.46% | 13,648 | $2.3M | Reduce -7.7% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.45% | 42,944 | $2.3M | Reduce -3.6% |
| VXUS Vanguard Total Intl Stock | 0.33% | 27,867 | $1.7M | Add +2.1% |
| SCHX Schwab US Large-Cap ETF | 0.29% | 23,507 | $1.5M | Reduce -3.7% |
| AMGN Amgen Inc. | 0.29% | 4,748 | $1.5M | Reduce -7.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.24% | 2 | $1.2M | New |
| HD Home Depot Inc. | 0.24% | 3,550 | $1.2M | Reduce -1.7% |
| SUB iShares Short-Term National | 0.21% | 10,416 | $1.1M | Reduce -17.4% |
| GOOGL Alphabet Inc. Class A | 0.21% | 5,821 | $1.1M | Reduce -1.2% |
| QCOM Qualcomm Inc. | 0.19% | 4,927 | $981K | Reduce -1.2% |
| TXN Texas Instruments Inc. | 0.18% | 4,799 | $934K | Reduce -1.9% |
| BLV Vanguard Long-Term Bond ETF | 0.18% | 13,008 | $914K | Add +0.7% |
| HPQ HP Inc. | 0.16% | 23,570 | $825K | Reduce -5.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.16% | 16,011 | $802K | Reduce -16.8% |
| ITOT iShares Core S&P Total U.S. | 0.15% | 6,448 | $766K | Add +2.1% |
| PAYX Paychex Inc. | 0.14% | 5,858 | $695K | Reduce -2.5% |
| MRK Merck & Co. Inc. | 0.13% | 5,570 | $690K | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,685 | $685K | Add +8.0% |
| JNJ Johnson & Johnson | 0.13% | 4,645 | $679K | Reduce -10.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.13% | 9,195 | $668K | Add +11.9% |
| MCD McDonald's Corp. | 0.13% | 2,577 | $657K | Reduce -13.0% |
| AMZN Amazon.com Inc. | 0.12% | 3,092 | $598K | Add +0.8% |
| IDEV iShares Core MSCI Dev MKTS | 0.11% | 9,001 | $591K | Add +4.0% |
| ACN Accenture PLC Class A | 0.11% | 1,913 | $581K | Reduce -8.5% |
| DGRO iShares Core Dividend Growth | 0.11% | 10,058 | $579K | Add +0.8% |
| IEMG iShares Core MSCI Emerging | 0.10% | 9,652 | $517K | Add +0.7% |
| CATH Global X S&P 500 Ca Val ETF | 0.10% | 7,683 | $502K | Reduce -4.5% |
| PM Philip Morris International | 0.10% | 4,908 | $497K | Reduce -18.9% |
| INFY Infosys Ltd.-SP ADR | 0.10% | 26,590 | $495K | Reduce -8.4% |
| DOX Amdocs Ltd. | 0.09% | 6,037 | $476K | Reduce -11.9% |
| ABT Abbott Laboratories | 0.09% | 4,455 | $463K | Reduce -5.4% |
| SCHH Schwab US REIT ETF | 0.09% | 23,152 | $462K | Add +14.1% |
| INTC Intel Corp. | 0.09% | 14,503 | $449K | Reduce -4.2% |
| XVV iShares ESG Select Screened | 0.08% | 10,087 | $424K | Reduce -0.1% |
| KMB Kimberly-Clark Corp. | 0.08% | 2,959 | $409K | Reduce -16.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 1,808 | $394K | Add +26.4% |
| GIS General Mills Inc. | 0.08% | 6,192 | $392K | Reduce -8.8% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.08% | 8,700 | $388K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 653 | $361K | Reduce -0.1% |
| UPS United Parcel Service Class B | 0.07% | 2,605 | $356K | Reduce -15.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,963 | $340K | Reduce -22.1% |
| CL Colgate-Palmolive Co. | 0.07% | 3,485 | $338K | Reduce -13.3% |
| HDV iShares Core High Dividend E | 0.06% | 3,057 | $332K | Add +0.3% |
| GOOG Alphabet Inc. Class C | 0.06% | 1,801 | $330K | Add +4.6% |
| PG The Procter & Gamble Co. | 0.06% | 1,870 | $308K | Reduce -9.5% |
| GLD SPDR Gold Shares | 0.06% | 1,406 | $302K | No change |
| IGRO iShares Intl Div Growth ETF | 0.06% | 4,320 | $291K | Add +0.7% |
| USB US Bancorp | 0.06% | 7,291 | $289K | Add +0.4% |
| CSCO Cisco Systems Inc. | 0.05% | 5,781 | $275K | Reduce -39.3% |
| IYW iShares Ustechnology ETF | 0.05% | 1,732 | $261K | No change |
| UL Unilever PLC | 0.05% | 4,686 | $258K | Reduce -2.4% |
| ORCL Oracle Corp. | 0.05% | 1,796 | $254K | No change |
| ANET Arista Networks Inc. | 0.05% | 711 | $249K | Reduce -7.2% |
| SLV iShares Silver Trust | 0.05% | 9,372 | $249K | No change |
| SBUX Starbucks Corp. | 0.05% | 3,155 | $246K | Reduce -16.2% |
| IVW iShares S&P 500 Growth ETF | 0.05% | 2,540 | $235K | No change |
| IDCC Interdigital Inc. | 0.05% | 2,000 | $233K | No change |
| GILD Gilead Sciences Inc. | 0.04% | 3,268 | $224K | Reduce -12.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 463 | $222K | New |
| SCHM Schwab US Mid Cap ETF | 0.04% | 2,809 | $219K | Reduce -3.8% |
| WM Waste Management Inc. | 0.04% | 1,006 | $215K | No change |
| EIG Employers Holdings Inc. | 0.04% | 5,016 | $214K | Reduce -15.2% |
| IVE iShares S&P 500 Value ETF | 0.04% | 1,149 | $209K | No change |
| TSLA Tesla Inc. | 0.04% | 1,042 | $206K | New |
| SUSC iShares ESG Aware Usd Corpor | 0.00% | 353 | $8K | New |
Portfolio Sells Q1 2024 → Q2 2024
| VYM Vanguard High DVD Yield ETF | Reduce -0.2% | 5.39% | −0.30 |
| NKE Nike Inc. Class B | Reduce -16.8% | 0.46% | −0.25 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.10 |
| ABBV Abbvie Inc. | Reduce -7.7% | 0.46% | −0.09 |
| SUB iShares Short-Term National | Reduce -17.4% | 0.21% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.05 |
| INTC Intel Corp. | Reduce -4.2% | 0.09% | −0.05 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -39.3% | 0.05% | −0.04 |
| MCO Moody's Corp. | Sold out | 0.00% | −0.04 |
| HD Home Depot Inc. | Reduce -1.7% | 0.24% | −0.04 |
| MCD McDonald's Corp. | Reduce -13.0% | 0.13% | −0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -16.8% | 0.16% | −0.04 |
| ACN Accenture PLC Class A | Reduce -8.5% | 0.11% | −0.03 |
| JNJ Johnson & Johnson | Reduce -10.1% | 0.13% | −0.03 |
| DOX Amdocs Ltd. | Reduce -11.9% | 0.09% | −0.03 |
| IBM Intl Business Machines Corp. | Reduce -22.1% | 0.07% | −0.03 |
| UPS United Parcel Service Class B | Reduce -15.3% | 0.07% | −0.02 |
| SBUX Starbucks Corp. | Reduce -16.2% | 0.05% | −0.02 |
| GIS General Mills Inc. | Reduce -8.8% | 0.08% | −0.02 |
| ABT Abbott Laboratories | Reduce -5.4% | 0.09% | −0.02 |
| PM Philip Morris International | Reduce -18.9% | 0.10% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -0.7% | 0.13% | −0.01 |
| PAYX Paychex Inc. | Reduce -2.5% | 0.14% | −0.01 |
| KMB Kimberly-Clark Corp. | Reduce -16.6% | 0.08% | −0.01 |
| EIG Employers Holdings Inc. | Reduce -15.2% | 0.04% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -12.8% | 0.04% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -3.7% | 0.29% | −0.01 |
| INFY Infosys Ltd.-SP ADR | Reduce -8.4% | 0.10% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -9.5% | 0.06% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -13.3% | 0.07% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.1% | 0.07% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -1.7% | 0.62% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -3.8% | 0.04% | −0.01 |
| CATH Global X S&P 500 Ca Val ETF | Reduce -4.5% | 0.10% | −0.01 |
| AMGN Amgen Inc. | Reduce -7.2% | 0.29% | −0.00 |
| XVV iShares ESG Select Screened | Reduce -0.1% | 0.08% | +0.00 |
| UL Unilever PLC | Reduce -2.4% | 0.05% | +0.00 |
| ANET Arista Networks Inc. | Reduce -7.2% | 0.05% | +0.00 |
| HPQ HP Inc. | Reduce -5.5% | 0.16% | +0.01 |
| TXN Texas Instruments Inc. | Reduce -1.9% | 0.18% | +0.01 |
| HRB H&R Block Inc. | Reduce -3.6% | 0.45% | +0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.3% | 4.09% | +0.02 |
| QCOM Qualcomm Inc. | Reduce -1.2% | 0.19% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 0.21% | +0.03 |
| AAPL Apple Inc. | Reduce -6.8% | 0.68% | +0.07 |
Portfolio Buys Q1 2024 → Q2 2024
| VOO Vanguard S&P 500 ETF | Add +1.9% | 26.43% | +0.67 |
| BRK.A Berkshire Hathaway Inc. Class A | New | 0.24% | +0.24 |
| VWO Vanguard Ftse Emerging Marke | Add +4.4% | 2.63% | +0.15 |
| BSV Vanguard Short-Term Bond ETF | Add +6.1% | 5.18% | +0.14 |
| BNDX Vanguard Total Intl Bond ETF | Add +6.8% | 4.34% | +0.10 |
| VGSH Vanguard Short-Term Treasury | Add +6.8% | 2.65% | +0.08 |
| BIV Vanguard Intermediate-Term B | Add +6.3% | 2.85% | +0.06 |
| LLY Eli Lilly & Co. | Add +0.1% | 0.49% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.04% | +0.04 |
| TSLA Tesla Inc. | New | 0.04% | +0.04 |
| MSFT Microsoft Corp. | Add +1.0% | 0.64% | +0.02 |
| ESGV Vanguard ESG US Stock ETF | Add +0.5% | 2.38% | +0.02 |
| VSGX Vanguard ESG Intl Stock ETF | Add +6.2% | 0.73% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.8% | 1.12% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +4.6% | 0.06% | +0.01 |
| VGIT Vanguard Intermediate-Term T | Add +6.3% | 0.50% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +26.4% | 0.08% | +0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +11.9% | 0.13% | +0.01 |
| SCHH Schwab US REIT ETF | Add +14.1% | 0.09% | +0.01 |
| AMZN Amazon.com Inc. | Add +0.8% | 0.12% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +4.9% | 10.03% | +0.00 |
| ITOT iShares Core S&P Total U.S. | Add +2.1% | 0.15% | +0.00 |
| SUSC iShares ESG Aware Usd Corpor | New | 0.00% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +8.0% | 0.13% | +0.00 |
| IEMG iShares Core MSCI Emerging | Add +0.7% | 0.10% | +0.00 |
| VCEB Vanguard ESG US Corp. Bond | Add +4.6% | 0.62% | +0.00 |
| IGRO iShares Intl Div Growth ETF | Add +0.7% | 0.06% | −0.00 |
| IDEV iShares Core MSCI Dev MKTS | Add +4.0% | 0.11% | −0.00 |
| HDV iShares Core High Dividend E | Add +0.3% | 0.06% | −0.00 |
| DGRO iShares Core Dividend Growth | Add +0.8% | 0.11% | −0.00 |
| VXUS Vanguard Total Intl Stock | Add +2.1% | 0.33% | −0.00 |
| USB US Bancorp | Add +0.4% | 0.06% | −0.01 |
| BLV Vanguard Long-Term Bond ETF | Add +0.7% | 0.18% | −0.01 |
| BND Vanguard Total Bond Market | Add +2.7% | 0.74% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Add +6.3% | 2.74% | −0.02 |
| VNQ Vanguard Real Estate ETF | Add +1.1% | 0.81% | −0.04 |
| VIGI Vanguard Int Div App Indx FD | Add +0.9% | 2.01% | −0.05 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +0.7% | 2.08% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 5.44% | −0.17 |
| IJH iShares Core S&P Midcap ETF | Add +3.1% | 5.26% | −0.21 |
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 |