Human Investing LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Human Investing LLC reported 91 stock positions worth $567.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 26.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.5%) and Vanguard High DVD Yield ETF (VYM, 5.6%). Compared with Q4 2024, it opened 1 new position, sold out of 239, added to 45 and reduced 35. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +4%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0001767513
- Portfolio Value
- $567.9M (Q1 2025)
- SEC Filing
- 0001767513-25-000002 ↗ filed May 15, 2025
Holdings Value
Holdings 91 stocks · $567.9M
| VOO Vanguard S&P 500 ETF | 26.77% | 295,838 | $152.0M | Add +4.6% |
| VEA Vanguard Ftse Developed ETF | 10.52% | 1,175,861 | $59.8M | Add +4.2% |
| VYM Vanguard High DVD Yield ETF | 5.63% | 247,882 | $32.0M | Add +2.2% |
| VIG Vanguard Dividend Apprec ETF | 5.55% | 162,615 | $31.5M | Add +2.6% |
| BSV Vanguard Short-Term Bond ETF | 5.40% | 391,555 | $30.7M | Add +5.4% |
| IJH iShares Core S&P Midcap ETF | 5.14% | 500,277 | $29.2M | Add +4.3% |
| BNDX Vanguard Total Intl Bond ETF | 4.50% | 523,725 | $25.6M | Add +6.0% |
| IVV iShares Core S&P 500 ETF | 3.73% | 37,668 | $21.2M | Reduce -1.2% |
| BIV Vanguard Intermediate-Term B | 2.99% | 221,810 | $17.0M | Add +6.3% |
| VGSH Vanguard Short-Term Treasury | 2.75% | 266,081 | $15.6M | Add +5.7% |
| VWO Vanguard Ftse Emerging Marke | 2.74% | 344,282 | $15.6M | Add +3.8% |
| IJR iShares Core S&P Small-Cap E | 2.65% | 143,825 | $15.0M | Add +4.9% |
| ESGV Vanguard ESG US Stock ETF | 2.53% | 146,659 | $14.4M | Add +8.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 2.26% | 174,098 | $12.8M | Add +5.1% |
| VIGI Vanguard Int Div App Indx FD | 2.01% | 137,662 | $11.4M | Add +2.6% |
| VTI VG Morningstar TS MKT ETF-US | 1.02% | 21,175 | $5.8M | Add +0.5% |
| VNQ Vanguard Real Estate ETF | 0.86% | 53,824 | $4.9M | Add +3.5% |
| VSGX Vanguard ESG Intl Stock ETF | 0.82% | 79,064 | $4.7M | Add +9.1% |
| AVGO Broadcom Inc. | 0.81% | 27,422 | $4.6M | Add +0.1% |
| BND Vanguard Total Bond Market | 0.78% | 60,082 | $4.4M | Add +1.4% |
| VCEB Vanguard ESG US Corp. Bond | 0.63% | 56,846 | $3.6M | Add +5.4% |
| AAPL Apple Inc. | 0.63% | 16,016 | $3.6M | Reduce -1.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.52% | 11,454 | $2.9M | Reduce -0.8% |
| VGIT Vanguard Intermediate-Term T | 0.51% | 48,434 | $2.9M | Add +4.8% |
| MSFT Microsoft Corp. | 0.50% | 7,585 | $2.8M | Add +5.5% |
| ABBV Abbvie Inc. | 0.48% | 13,073 | $2.7M | Reduce -2.6% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.40% | 40,947 | $2.2M | Reduce -2.4% |
| LLY Eli Lilly & Co. | 0.34% | 2,323 | $1.9M | No change |
| VXUS Vanguard Total Intl Stock | 0.33% | 29,762 | $1.8M | Add +0.4% |
| NKE Nike Inc. Class B | 0.29% | 26,310 | $1.7M | Add +15.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.28% | 2 | $1.6M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.27% | 21,898 | $1.5M | Reduce -0.5% |
| SUB iShares Short-Term National | 0.25% | 13,279 | $1.4M | Add +4.0% |
| AMGN Amgen Inc. | 0.24% | 4,344 | $1.4M | Reduce -7.7% |
| SCHX Schwab US Large-Cap ETF | 0.23% | 60,234 | $1.3M | Add +3.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.21% | 23,842 | $1.2M | Add +7.4% |
| HD Home Depot Inc. | 0.20% | 3,041 | $1.1M | Reduce -6.7% |
| ITOT iShares Core S&P Total U.S. | 0.18% | 8,532 | $1.0M | Add +21.1% |
| BLV Vanguard Long-Term Bond ETF | 0.17% | 13,313 | $937K | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 1,688 | $899K | Add +1.2% |
| PAYX Paychex Inc. | 0.15% | 5,686 | $877K | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 0.15% | 5,387 | $833K | Reduce -2.2% |
| MCD McDonald's Corp. | 0.13% | 2,308 | $721K | Reduce -11.7% |
| AMZN Amazon.com Inc. | 0.12% | 3,596 | $684K | Reduce -7.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.12% | 9,033 | $683K | No change |
| QCOM Qualcomm Inc. | 0.11% | 4,219 | $648K | Reduce -12.4% |
| DGRO iShares Core Dividend Growth | 0.11% | 10,380 | $641K | Add +3.9% |
| CATH Global X S&P 500 Ca Val ETF | 0.11% | 9,359 | $632K | Add +11.1% |
| IDCC Interdigital Inc. | 0.11% | 3,000 | $620K | No change |
| JNJ Johnson & Johnson | 0.11% | 3,730 | $619K | Add +1.0% |
| HPQ HP Inc. | 0.11% | 21,614 | $598K | Reduce -3.0% |
| IDEV iShares Core MSCI Dev MKTS | 0.11% | 8,662 | $597K | Reduce -1.8% |
| TXN Texas Instruments Inc. | 0.10% | 3,114 | $560K | Reduce -3.2% |
| IEMG iShares Core MSCI Emerging | 0.10% | 10,033 | $541K | Reduce -2.4% |
| ACN Accenture PLC Class A | 0.09% | 1,648 | $514K | Reduce -1.0% |
| PM Philip Morris International | 0.09% | 3,156 | $501K | Reduce -9.4% |
| SCHH Schwab US REIT ETF | 0.09% | 22,911 | $493K | Reduce -4.1% |
| ABT Abbott Laboratories | 0.08% | 3,636 | $482K | Reduce -3.6% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.08% | 9,789 | $448K | Add +12.5% |
| GLD SPDR Gold Shares | 0.08% | 1,550 | $447K | No change |
| MRK Merck & Co. Inc. | 0.08% | 4,841 | $435K | Reduce -8.1% |
| XVV iShares ESG Select Screened | 0.07% | 9,872 | $422K | Reduce -1.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.07% | 1,864 | $413K | Add +4.3% |
| INFY Infosys Ltd.-SP ADR | 0.07% | 22,214 | $405K | Reduce -13.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 1,541 | $383K | Reduce -20.1% |
| GILD Gilead Sciences Inc. | 0.07% | 3,343 | $375K | Add +19.6% |
| HDV iShares Core High Dividend E | 0.06% | 3,036 | $368K | Reduce -1.0% |
| CSCO Cisco Systems Inc. | 0.06% | 5,495 | $339K | Reduce -0.5% |
| SLV iShares Silver Trust | 0.06% | 10,636 | $330K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.06% | 659 | $328K | No change |
| IGRO iShares Intl Div Growth ETF | 0.05% | 4,298 | $311K | Add +0.1% |
| DOX Amdocs Ltd. | 0.05% | 3,372 | $309K | Reduce -26.8% |
| PG The Procter & Gamble Co. | 0.05% | 1,681 | $286K | Reduce -6.9% |
| NVDA Nvidia Corp. | 0.05% | 2,641 | $286K | Reduce -5.5% |
| JPM JPMorgan Chase & Co. | 0.05% | 1,136 | $279K | Add +8.7% |
| IYW iShares Ustechnology ETF | 0.05% | 1,916 | $269K | Add +10.6% |
| KMB Kimberly-Clark Corp. | 0.05% | 1,813 | $258K | Reduce -23.9% |
| AGG iShares Core U.S. Aggregate | 0.05% | 2,605 | $258K | New |
| COF Capital One Financial Corp. | 0.05% | 1,432 | $257K | Add +6.5% |
| ORCL Oracle Corp. | 0.04% | 1,799 | $252K | Add +0.2% |
| EIG Employers Holdings Inc. | 0.04% | 4,919 | $249K | Reduce -0.6% |
| IVE iShares S&P 500 Value ETF | 0.04% | 1,280 | $244K | Add +20.8% |
| IVW iShares S&P 500 Growth ETF | 0.04% | 2,597 | $241K | Add +19.5% |
| CAT Caterpillar Inc. | 0.04% | 699 | $231K | Add +21.4% |
| WM Waste Management Inc. | 0.04% | 995 | $230K | No change |
| TT Trane Technologies PLC | 0.04% | 682 | $230K | No change |
| GIS General Mills Inc. | 0.04% | 3,821 | $228K | Reduce -14.8% |
| EMR Emerson Electric Co. | 0.04% | 2,083 | $228K | Add +7.3% |
| SBUX Starbucks Corp. | 0.04% | 2,278 | $223K | Reduce -22.5% |
| MCO Moody's Corp. | 0.04% | 461 | $214K | No change |
| GOOG Alphabet Inc. Class C | 0.04% | 1,354 | $212K | Reduce -18.3% |
Portfolio Sells Q4 2024 → Q1 2025
| IVV iShares Core S&P 500 ETF | Reduce -1.2% | 3.73% | −0.25 |
| DFAC Dimensional US Core Equity 2 | Sold out | 0.00% | −0.10 |
| AAPL Apple Inc. | Reduce -1.0% | 0.63% | −0.09 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.5% | 0.27% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.05 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.05 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -2.2% | 0.15% | −0.04 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.04 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.8% | 0.52% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -7.7% | 0.12% | −0.03 |
| UL Unilever PLC | Sold out | 0.00% | −0.03 |
| RTX RTX Corp. | Sold out | 0.00% | −0.03 |
| INFY Infosys Ltd.-SP ADR | Reduce -13.9% | 0.07% | −0.03 |
| HD Home Depot Inc. | Reduce -6.7% | 0.20% | −0.03 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.03 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Sold out | 0.00% | −0.03 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.02 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.02 |
| HPQ HP Inc. | Reduce -3.0% | 0.11% | −0.02 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.02 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.02 |
| SCHF Schwab Intl Equity ETF | Sold out | 0.00% | −0.02 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.02 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.02 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.02 |
| NTAP Netapp Inc. | Sold out | 0.00% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -18.3% | 0.04% | −0.02 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.02 |
| QCOM Qualcomm Inc. | Reduce -12.4% | 0.11% | −0.02 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.02 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -8.1% | 0.08% | −0.02 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.02 |
| NVDA Nvidia Corp. | Reduce -5.5% | 0.05% | −0.02 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.02 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −0.02 |
| DOX Amdocs Ltd. | Reduce -26.8% | 0.05% | −0.02 |
| EAGG iShares ESG Aware US Aggrega | Sold out | 0.00% | −0.02 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.02 |
| MAR Marriott International Class A | Sold out | 0.00% | −0.01 |
| SCHW Schwab (charles) Corp. | Sold out | 0.00% | −0.01 |
| SFM Sprouts Farmers Market Inc. | Sold out | 0.00% | −0.01 |
| VONE Vanguard Russell 1000 | Sold out | 0.00% | −0.01 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.01 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.01 |
| ACN Accenture PLC Class A | Reduce -1.0% | 0.09% | −0.01 |
| MS Morgan Stanley | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| VEA Vanguard Ftse Developed ETF | Add +4.2% | 10.52% | +0.96 |
| BSV Vanguard Short-Term Bond ETF | Add +5.4% | 5.40% | +0.31 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +5.1% | 2.26% | +0.26 |
| BIV Vanguard Intermediate-Term B | Add +6.3% | 2.99% | +0.23 |
| BNDX Vanguard Total Intl Bond ETF | Add +6.0% | 4.50% | +0.20 |
| VWO Vanguard Ftse Emerging Marke | Add +3.8% | 2.74% | +0.15 |
| VGSH Vanguard Short-Term Treasury | Add +5.7% | 2.75% | +0.15 |
| VYM Vanguard High DVD Yield ETF | Add +2.2% | 5.63% | +0.14 |
| VIGI Vanguard Int Div App Indx FD | Add +2.6% | 2.01% | +0.11 |
| VSGX Vanguard ESG Intl Stock ETF | Add +9.1% | 0.82% | +0.09 |
| VIG Vanguard Dividend Apprec ETF | Add +2.6% | 5.55% | +0.05 |
| AGG iShares Core U.S. Aggregate | New | 0.05% | +0.05 |
| VCEB Vanguard ESG US Corp. Bond | Add +5.4% | 0.63% | +0.04 |
| VNQ Vanguard Real Estate ETF | Add +3.5% | 0.86% | +0.04 |
| VGIT Vanguard Intermediate-Term T | Add +4.8% | 0.51% | +0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.2% | 0.16% | +0.02 |
| ITOT iShares Core S&P Total U.S. | Add +21.1% | 0.18% | +0.02 |
| BND Vanguard Total Bond Market | Add +1.4% | 0.78% | +0.02 |
| ESGV Vanguard ESG US Stock ETF | Add +8.8% | 2.53% | +0.02 |
| GILD Gilead Sciences Inc. | Add +19.6% | 0.07% | +0.02 |
| VXUS Vanguard Total Intl Stock | Add +0.4% | 0.33% | +0.02 |
| JNJ Johnson & Johnson | Add +1.0% | 0.11% | +0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +7.4% | 0.21% | +0.01 |
| SUB iShares Short-Term National | Add +4.0% | 0.25% | +0.01 |
| IVE iShares S&P 500 Value ETF | Add +20.8% | 0.04% | +0.01 |
| CATH Global X S&P 500 Ca Val ETF | Add +11.1% | 0.11% | +0.01 |
| BLV Vanguard Long-Term Bond ETF | Add +0.7% | 0.17% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +8.7% | 0.05% | +0.00 |
| SPYX SS SPDR S&P 500 Foss FL ETF | Add +12.5% | 0.08% | +0.00 |
| DGRO iShares Core Dividend Growth | Add +3.9% | 0.11% | +0.00 |
| CAT Caterpillar Inc. | Add +21.4% | 0.04% | +0.00 |
| IVW iShares S&P 500 Growth ETF | Add +19.5% | 0.04% | +0.00 |
| IGRO iShares Intl Div Growth ETF | Add +0.1% | 0.05% | +0.00 |
| COF Capital One Financial Corp. | Add +6.5% | 0.05% | +0.00 |
| IYW iShares Ustechnology ETF | Add +10.6% | 0.05% | −0.00 |
| EMR Emerson Electric Co. | Add +7.3% | 0.04% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.3% | 0.07% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Add +3.3% | 0.23% | −0.01 |
| ORCL Oracle Corp. | Add +0.2% | 0.04% | −0.01 |
| NKE Nike Inc. Class B | Add +15.0% | 0.29% | −0.01 |
| MSFT Microsoft Corp. | Add +5.5% | 0.50% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.5% | 1.02% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Add +4.9% | 2.65% | −0.15 |
| IJH iShares Core S&P Midcap ETF | Add +4.3% | 5.14% | −0.16 |
| VOO Vanguard S&P 500 ETF | Add +4.6% | 26.77% | −0.25 |
| AVGO Broadcom Inc. | Add +0.1% | 0.81% | −0.32 |
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 |