Human Investing LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 28, 2024), Human Investing LLC reported 99 stock positions worth $552.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 26.1% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.2%) and Vanguard Dividend Apprec ETF (VIG, 5.4%). Compared with Q2 2024, it opened 11 new positions, sold out of 5, added to 47 and reduced 35. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +2%) and the biggest sale Novo-Nordisk A/S-Spons ADR (NVO, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0001767513
- Portfolio Value
- $552.8M (Q3 2024)
- SEC Filing
- 0001767513-24-000006 ↗ filed Oct 28, 2024
Holdings Value
Holdings 99 stocks · $552.8M
| VOO Vanguard S&P 500 ETF | 26.07% | 273,088 | $144.1M | Add +0.5% |
| VEA Vanguard Ftse Developed ETF | 10.17% | 1,064,172 | $56.2M | Add +1.9% |
| VIG Vanguard Dividend Apprec ETF | 5.43% | 151,678 | $30.0M | Reduce -1.0% |
| VYM Vanguard High DVD Yield ETF | 5.39% | 232,313 | $29.8M | Reduce -0.7% |
| IJH iShares Core S&P Midcap ETF | 5.28% | 467,926 | $29.2M | Add +1.1% |
| BSV Vanguard Short-Term Bond ETF | 5.16% | 362,153 | $28.5M | Add +4.2% |
| BNDX Vanguard Total Intl Bond ETF | 4.33% | 475,818 | $23.9M | Add +3.8% |
| IVV iShares Core S&P 500 ETF | 4.03% | 38,655 | $22.3M | Add +0.6% |
| BIV Vanguard Intermediate-Term B | 2.88% | 202,963 | $15.9M | Add +3.5% |
| IJR iShares Core S&P Small-Cap E | 2.82% | 133,214 | $15.6M | Add +0.6% |
| VWO Vanguard Ftse Emerging Marke | 2.73% | 315,095 | $15.1M | Add +1.8% |
| VGSH Vanguard Short-Term Treasury | 2.62% | 245,491 | $14.5M | Add +4.5% |
| ESGV Vanguard ESG US Stock ETF | 2.40% | 130,744 | $13.3M | Add +3.1% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.07% | 155,971 | $11.5M | Reduce -0.1% |
| VIGI Vanguard Int Div App Indx FD | 2.02% | 126,643 | $11.2M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.08% | 21,072 | $6.0M | Reduce -2.1% |
| AVGO Broadcom Inc. | 0.93% | 29,812 | $5.1M | Reduce -1.4% |
| VNQ Vanguard Real Estate ETF | 0.87% | 49,475 | $4.8M | Reduce -0.2% |
| BND Vanguard Total Bond Market | 0.82% | 60,288 | $4.5M | Add +14.3% |
| VSGX Vanguard ESG Intl Stock ETF | 0.77% | 68,745 | $4.2M | Add +5.5% |
| AAPL Apple Inc. | 0.70% | 16,680 | $3.9M | Add +0.9% |
| VCEB Vanguard ESG US Corp. Bond | 0.62% | 52,841 | $3.4M | Add +2.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.61% | 12,753 | $3.4M | Reduce -0.3% |
| MSFT Microsoft Corp. | 0.58% | 7,438 | $3.2M | Add +0.6% |
| VGIT Vanguard Intermediate-Term T | 0.49% | 45,139 | $2.7M | Add +1.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.49% | 22,873 | $2.7M | Reduce -1.8% |
| ABBV Abbvie Inc. | 0.49% | 13,722 | $2.7M | Add +0.5% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.48% | 42,058 | $2.7M | Reduce -2.1% |
| LLY Eli Lilly & Co. | 0.43% | 2,688 | $2.4M | Reduce -2.7% |
| VXUS Vanguard Total Intl Stock | 0.34% | 28,767 | $1.9M | Add +3.2% |
| NKE Nike Inc. Class B | 0.32% | 20,139 | $1.8M | Reduce -36.3% |
| AMGN Amgen Inc. | 0.27% | 4,702 | $1.5M | Reduce -1.0% |
| HD Home Depot Inc. | 0.27% | 3,698 | $1.5M | Add +4.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.25% | 2 | $1.4M | No change |
| SCHX Schwab US Large-Cap ETF | 0.24% | 19,962 | $1.4M | Reduce -15.1% |
| SUB iShares Short-Term National | 0.23% | 12,054 | $1.3M | Add +15.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.19% | 20,645 | $1.1M | Add +28.9% |
| BLV Vanguard Long-Term Bond ETF | 0.18% | 13,150 | $989K | Add +1.1% |
| TXN Texas Instruments Inc. | 0.18% | 4,731 | $977K | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 0.17% | 5,665 | $940K | Reduce -2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 1,785 | $822K | Add +5.9% |
| QCOM Qualcomm Inc. | 0.15% | 4,830 | $821K | Reduce -2.0% |
| HPQ HP Inc. | 0.15% | 22,736 | $816K | Reduce -3.5% |
| MCD McDonald's Corp. | 0.15% | 2,666 | $812K | Add +3.5% |
| ITOT iShares Core S&P Total U.S. | 0.15% | 6,392 | $803K | Reduce -0.9% |
| PAYX Paychex Inc. | 0.14% | 5,768 | $774K | Reduce -1.5% |
| AMZN Amazon.com Inc. | 0.13% | 3,977 | $741K | Add +28.6% |
| JNJ Johnson & Johnson | 0.13% | 4,424 | $717K | Reduce -4.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.12% | 8,767 | $684K | Reduce -4.7% |
| ACN Accenture PLC Class A | 0.12% | 1,866 | $660K | Reduce -2.5% |
| IDEV iShares Core MSCI Dev MKTS | 0.12% | 9,297 | $658K | Add +3.3% |
| MRK Merck & Co. Inc. | 0.12% | 5,770 | $655K | Add +3.6% |
| DGRO iShares Core Dividend Growth | 0.11% | 10,107 | $634K | Add +0.5% |
| IEMG iShares Core MSCI Emerging | 0.11% | 10,466 | $601K | Add +8.4% |
| PM Philip Morris International | 0.11% | 4,784 | $581K | Reduce -2.5% |
| INFY Infosys Ltd.-SP ADR | 0.10% | 26,002 | $579K | Reduce -2.2% |
| SCHH Schwab US REIT ETF | 0.10% | 23,407 | $542K | Add +1.1% |
| CATH Global X S&P 500 Ca Val ETF | 0.10% | 7,746 | $537K | Add +0.8% |
| ABT Abbott Laboratories | 0.09% | 4,361 | $497K | Reduce -2.1% |
| DOX Amdocs Ltd. | 0.09% | 5,508 | $482K | Reduce -8.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.08% | 1,901 | $451K | Add +5.1% |
| XVV iShares ESG Select Screened | 0.08% | 10,087 | $446K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 2,008 | $444K | Add +2.3% |
| KMB Kimberly-Clark Corp. | 0.08% | 3,066 | $436K | Add +3.6% |
| IDCC Interdigital Inc. | 0.08% | 3,000 | $425K | Add +50.0% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.07% | 8,700 | $411K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 660 | $408K | Add +1.1% |
| GLD SPDR Gold Shares | 0.07% | 1,550 | $377K | Add +10.2% |
| GIS General Mills Inc. | 0.07% | 4,974 | $367K | Reduce -19.7% |
| HDV iShares Core High Dividend E | 0.07% | 3,068 | $361K | Add +0.4% |
| UPS United Parcel Service Class B | 0.07% | 2,646 | $361K | Add +1.6% |
| USB US Bancorp | 0.06% | 7,372 | $337K | Add +1.1% |
| CSCO Cisco Systems Inc. | 0.06% | 6,301 | $335K | Add +9.0% |
| IGRO iShares Intl Div Growth ETF | 0.06% | 4,331 | $323K | Add +0.3% |
| PG The Procter & Gamble Co. | 0.06% | 1,806 | $313K | Reduce -3.4% |
| CL Colgate-Palmolive Co. | 0.06% | 3,009 | $312K | Reduce -13.7% |
| ORCL Oracle Corp. | 0.06% | 1,796 | $306K | No change |
| SLV iShares Silver Trust | 0.05% | 10,636 | $302K | Add +13.5% |
| SBUX Starbucks Corp. | 0.05% | 2,985 | $291K | Reduce -5.4% |
| GILD Gilead Sciences Inc. | 0.05% | 3,463 | $290K | Add +6.0% |
| TSLA Tesla Inc. | 0.05% | 1,095 | $287K | Add +5.1% |
| GOOG Alphabet Inc. Class C | 0.05% | 1,708 | $286K | Reduce -5.2% |
| UL Unilever PLC | 0.05% | 4,384 | $285K | Reduce -6.4% |
| LMT Lockheed Martin Corp. | 0.05% | 470 | $275K | New |
| TT Trane Technologies PLC | 0.05% | 682 | $265K | New |
| IYW iShares Ustechnology ETF | 0.05% | 1,732 | $263K | No change |
| ET Energy Transfer LP | 0.05% | 15,755 | $253K | New |
| IVE iShares S&P 500 Value ETF | 0.05% | 1,279 | $252K | Add +11.3% |
| KLAC KLA Corp. | 0.04% | 318 | $246K | New |
| IVW iShares S&P 500 Growth ETF | 0.04% | 2,527 | $242K | Reduce -0.5% |
| EIG Employers Holdings Inc. | 0.04% | 5,016 | $241K | No change |
| JPM JPMorgan Chase & Co. | 0.04% | 1,098 | $232K | New |
| NVDA Nvidia Corp. | 0.04% | 1,895 | $230K | New |
| CAT Caterpillar Inc. | 0.04% | 579 | $226K | New |
| MO Altria Group Inc. | 0.04% | 4,349 | $222K | New |
| EMR Emerson Electric Co. | 0.04% | 2,020 | $221K | New |
| MCO Moody's Corp. | 0.04% | 461 | $219K | New |
| WM Waste Management Inc. | 0.04% | 998 | $207K | Reduce -0.8% |
| COF Capital One Financial Corp. | 0.04% | 1,377 | $206K | New |
Portfolio Sells Q2 2024 → Q3 2024
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -1.8% | 0.49% | −0.15 |
| NKE Nike Inc. Class B | Reduce -36.3% | 0.32% | −0.14 |
| INTC Intel Corp. | Sold out | 0.00% | −0.09 |
| LLY Eli Lilly & Co. | Reduce -2.7% | 0.43% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Reduce -15.1% | 0.24% | −0.05 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.04 |
| SCHM Schwab US Mid Cap ETF | Sold out | 0.00% | −0.04 |
| QCOM Qualcomm Inc. | Reduce -2.0% | 0.15% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -2.1% | 1.08% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -2.7% | 0.17% | −0.04 |
| AMGN Amgen Inc. | Reduce -1.0% | 0.27% | −0.01 |
| AVGO Broadcom Inc. | Reduce -1.4% | 0.93% | −0.01 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.3% | 0.61% | −0.01 |
| HPQ HP Inc. | Reduce -3.5% | 0.15% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -5.2% | 0.05% | −0.01 |
| GIS General Mills Inc. | Reduce -19.7% | 0.07% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -13.7% | 0.06% | −0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -0.1% | 2.07% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.7% | 0.12% | −0.01 |
| DOX Amdocs Ltd. | Reduce -8.8% | 0.09% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -1.4% | 0.18% | −0.00 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.7% | 5.39% | −0.00 |
| WM Waste Management Inc. | Reduce -0.8% | 0.04% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.9% | 0.15% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -3.4% | 0.06% | −0.00 |
| JNJ Johnson & Johnson | Reduce -4.8% | 0.13% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.5% | 0.04% | −0.00 |
| SUSC iShares ESG Aware Usd Corpor | Sold out | 0.00% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.0% | 5.43% | −0.00 |
| ABT Abbott Laboratories | Reduce -2.1% | 0.09% | 0.00 |
| UL Unilever PLC | Reduce -6.4% | 0.05% | +0.00 |
| SBUX Starbucks Corp. | Reduce -5.4% | 0.05% | +0.00 |
| PAYX Paychex Inc. | Reduce -1.5% | 0.14% | +0.01 |
| ACN Accenture PLC Class A | Reduce -2.5% | 0.12% | +0.01 |
| PM Philip Morris International | Reduce -2.5% | 0.11% | +0.01 |
| INFY Infosys Ltd.-SP ADR | Reduce -2.2% | 0.10% | +0.01 |
| VIGI Vanguard Int Div App Indx FD | Reduce -0.6% | 2.02% | +0.01 |
| HRB H&R Block Inc. | Reduce -2.1% | 0.48% | +0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -0.2% | 0.87% | +0.07 |
Portfolio Buys Q2 2024 → Q3 2024
| VEA Vanguard Ftse Developed ETF | Add +1.9% | 10.17% | +0.13 |
| VWO Vanguard Ftse Emerging Marke | Add +1.8% | 2.73% | +0.10 |
| BND Vanguard Total Bond Market | Add +14.3% | 0.82% | +0.08 |
| IJR iShares Core S&P Small-Cap E | Add +0.6% | 2.82% | +0.07 |
| LMT Lockheed Martin Corp. | New | 0.05% | +0.05 |
| TT Trane Technologies PLC | New | 0.05% | +0.05 |
| ET Energy Transfer LP | New | 0.05% | +0.05 |
| KLAC KLA Corp. | New | 0.04% | +0.04 |
| JPM JPMorgan Chase & Co. | New | 0.04% | +0.04 |
| NVDA Nvidia Corp. | New | 0.04% | +0.04 |
| CAT Caterpillar Inc. | New | 0.04% | +0.04 |
| MO Altria Group Inc. | New | 0.04% | +0.04 |
| EMR Emerson Electric Co. | New | 0.04% | +0.04 |
| MCO Moody's Corp. | New | 0.04% | +0.04 |
| VSGX Vanguard ESG Intl Stock ETF | Add +5.5% | 0.77% | +0.04 |
| COF Capital One Financial Corp. | New | 0.04% | +0.04 |
| ABBV Abbvie Inc. | Add +0.5% | 0.49% | +0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +28.9% | 0.19% | +0.04 |
| HD Home Depot Inc. | Add +4.2% | 0.27% | +0.03 |
| IDCC Interdigital Inc. | Add +50.0% | 0.08% | +0.03 |
| AAPL Apple Inc. | Add +0.9% | 0.70% | +0.03 |
| BIV Vanguard Intermediate-Term B | Add +3.5% | 2.88% | +0.02 |
| ESGV Vanguard ESG US Stock ETF | Add +3.1% | 2.40% | +0.02 |
| SUB iShares Short-Term National | Add +15.7% | 0.23% | +0.02 |
| MCD McDonald's Corp. | Add +3.5% | 0.15% | +0.02 |
| AMZN Amazon.com Inc. | Add +28.6% | 0.13% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.9% | 0.15% | +0.02 |
| IBM Intl Business Machines Corp. | Add +2.3% | 0.08% | +0.01 |
| TSLA Tesla Inc. | Add +5.1% | 0.05% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +1.1% | 5.28% | +0.01 |
| VXUS Vanguard Total Intl Stock | Add +3.2% | 0.34% | +0.01 |
| GLD SPDR Gold Shares | Add +10.2% | 0.07% | +0.01 |
| GILD Gilead Sciences Inc. | Add +6.0% | 0.05% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +8.4% | 0.11% | +0.01 |
| SCHH Schwab US REIT ETF | Add +1.1% | 0.10% | +0.01 |
| CSCO Cisco Systems Inc. | Add +9.0% | 0.06% | +0.01 |
| SLV iShares Silver Trust | Add +13.5% | 0.05% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +11.3% | 0.05% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +5.1% | 0.08% | +0.01 |
| USB US Bancorp | Add +1.1% | 0.06% | +0.00 |
| IDEV iShares Core MSCI Dev MKTS | Add +3.3% | 0.12% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +1.1% | 0.07% | +0.00 |
| DGRO iShares Core Dividend Growth | Add +0.5% | 0.11% | +0.00 |
| IGRO iShares Intl Div Growth ETF | Add +0.3% | 0.06% | +0.00 |
| BLV Vanguard Long-Term Bond ETF | Add +1.1% | 0.18% | +0.00 |
| HDV iShares Core High Dividend E | Add +0.4% | 0.07% | +0.00 |
| CATH Global X S&P 500 Ca Val ETF | Add +0.8% | 0.10% | −0.00 |
| KMB Kimberly-Clark Corp. | Add +3.6% | 0.08% | −0.00 |
| UPS United Parcel Service Class B | Add +1.6% | 0.07% | −0.00 |
| VCEB Vanguard ESG US Corp. Bond | Add +2.1% | 0.62% | −0.00 |
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 |