Human Investing LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Human Investing LLC reported 96 stock positions worth $634.9 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 27.7% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 10.9%) and Vanguard High DVD Yield ETF (VYM, 5.3%). Compared with Q1 2025, it opened 7 new positions, sold out of 2, added to 48 and reduced 32. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +5%) and the biggest sale Vanguard Real Estate ETF (VNQ, shares −1%).

Most Recent 13F
Q2 2026
Location
LAKE OSWEGO, OR
CIK
0001767513
Portfolio Value
$634.9M (Q2 2025)
SEC Filing
0001767513-25-000003 ↗ filed Aug 4, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $497.9M Q1 2024 Q2 2024: $514.4M Q2 2024 Q3 2024: $552.8M Q3 2024 Q4 2024: $563.9M Q4 2024 Q1 2025: $567.9M Q1 2025 Q2 2025: $634.9M $634.9M Q2 2025 Q3 2025: $676.8M Q3 2025 Q4 2025: $708.1M Q4 2025 Q1 2026: $686.6M Q1 2026 Q2 2026: $771.1M Q2 2026

Holdings 96 stocks · $634.9M

VOO Vanguard S&P 500 ETF 27.74% 309,574 $176.1M Add +4.6%
VEA Vanguard Ftse Developed ETF 10.93% 1,218,237 $69.4M Add +3.6%
VYM Vanguard High DVD Yield ETF 5.27% 250,700 $33.4M Add +1.1%
VIG Vanguard Dividend Apprec ETF 5.26% 163,236 $33.4M Add +0.4%
IJH iShares Core S&P Midcap ETF 5.21% 533,142 $33.1M Add +6.6%
BSV Vanguard Short-Term Bond ETF 5.02% 405,079 $31.9M Add +3.5%
BNDX Vanguard Total Intl Bond ETF 4.25% 545,326 $27.0M Add +4.1%
IVV iShares Core S&P 500 ETF 3.84% 39,310 $24.4M Add +4.4%
BIV Vanguard Intermediate-Term B 2.81% 230,456 $17.8M Add +3.9%
VWO Vanguard Ftse Emerging Marke 2.79% 357,736 $17.7M Add +3.9%
IJR iShares Core S&P Small-Cap E 2.63% 152,932 $16.7M Add +6.3%
ESGV Vanguard ESG US Stock ETF 2.60% 150,010 $16.5M Add +2.3%
VGSH Vanguard Short-Term Treasury 2.55% 275,354 $16.2M Add +3.5%
VYMI Vanguard Int High DVD YLD Inc. 2.19% 173,234 $13.9M Reduce -0.5%
VIGI Vanguard Int Div App Indx FD 1.93% 136,204 $12.3M Reduce -1.1%
AVGO Broadcom Inc. 1.19% 27,406 $7.6M Reduce -0.1%
VTI VG Morningstar TS MKT ETF-US 1.04% 21,652 $6.6M Add +2.3%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.88% 19,560 $5.6M Add +70.8%
VSGX Vanguard ESG Intl Stock ETF 0.81% 78,660 $5.1M Reduce -0.5%
VNQ Vanguard Real Estate ETF 0.74% 53,050 $4.7M Reduce -1.4%
BND Vanguard Total Bond Market 0.74% 63,615 $4.7M Add +5.9%
MSFT Microsoft Corp. 0.60% 7,636 $3.8M Add +0.7%
VCEB Vanguard ESG US Corp. Bond 0.59% 58,888 $3.7M Add +3.6%
AAPL Apple Inc. 0.53% 16,246 $3.3M Add +1.4%
VGIT Vanguard Intermediate-Term T 0.47% 49,646 $3.0M Add +2.5%
ABBV Abbvie Inc. 0.38% 13,031 $2.4M Reduce -0.3%
VXUS Vanguard Total Intl Stock 0.34% 31,072 $2.1M Add +4.4%
HRB H&R Block Inc. filed as BLOCK H & R INC 0.32% 37,150 $2.0M Reduce -9.3%
LLY Eli Lilly & Co. 0.29% 2,325 $1.8M Add +0.1%
NKE Nike Inc. Class B 0.27% 24,211 $1.7M Reduce -8.0%
SCHX Schwab US Large-Cap ETF 0.25% 65,107 $1.6M Add +8.1%
BRK.A Berkshire Hathaway Inc. Class A 0.23% 2 $1.5M No change
NVO Novo-Nordisk A/S-Spons ADR 0.22% 20,522 $1.4M Reduce -6.3%
SUB iShares Short-Term National 0.22% 12,973 $1.4M Reduce -2.3%
AMGN Amgen Inc. 0.20% 4,447 $1.2M Add +2.4%
HD Home Depot Inc. 0.17% 2,981 $1.1M Reduce -2.0%
ITOT iShares Core S&P Total U.S. 0.17% 7,858 $1.1M Reduce -7.9%
VTEB Vanguard Tax-Exempt Bond ETF 0.16% 21,201 $1.0M Reduce -11.1%
GOOGL Alphabet Inc. Class A 0.15% 5,516 $972K Add +2.4%
DGRO iShares Core Dividend Growth 0.15% 14,807 $947K Add +42.6%
BLV Vanguard Long-Term Bond ETF 0.15% 13,554 $943K Add +1.8%
IDEV iShares Core MSCI Dev MKTS 0.15% 12,346 $938K Add +42.5%
BRK.B Berkshire Hathaway Inc. Class B 0.13% 1,725 $838K Add +2.2%
AMZN Amazon.com Inc. 0.13% 3,789 $831K Add +5.4%
IEFA iShares Core MSCI Eafe ETF 0.13% 9,871 $824K Add +9.3%
CATH Global X S&P 500 Ca Val ETF 0.12% 9,940 $750K Add +6.2%
PAYX Paychex Inc. 0.12% 5,061 $736K Reduce -11.0%
IEMG iShares Core MSCI Emerging 0.11% 11,631 $698K Add +15.9%
QCOM Qualcomm Inc. 0.11% 4,314 $687K Add +2.3%
VB Vanguard Most SM-Cap ETF-Usd 0.11% 2,840 $673K Add +52.4%
IDCC Interdigital Inc. 0.11% 3,000 $673K No change
MCD McDonald's Corp. 0.11% 2,295 $671K Reduce -0.6%
HDV iShares Core High Dividend E 0.10% 5,390 $632K Add +77.5%
TXN Texas Instruments Inc. 0.10% 2,988 $620K Reduce -4.0%
SCHH Schwab US REIT ETF 0.08% 25,157 $532K Add +9.8%
SPYX SS SPDR S&P 500 Foss FL ETF 0.08% 10,329 $526K Add +5.5%
NVDA Nvidia Corp. 0.08% 3,237 $511K Add +22.6%
JNJ Johnson & Johnson 0.08% 3,343 $511K Reduce -10.4%
IGRO iShares Intl Div Growth ETF 0.08% 6,364 $502K Add +48.1%
ACN Accenture PLC Class A 0.08% 1,635 $489K Reduce -0.8%
PM Philip Morris International 0.08% 2,681 $488K Reduce -15.1%
GLD SPDR Gold Shares 0.08% 1,582 $482K Add +2.1%
ABT Abbott Laboratories 0.07% 3,489 $475K Reduce -4.0%
XVV iShares ESG Select Screened 0.07% 9,903 $472K Add +0.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.07% 1,658 $464K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.07% 1,541 $454K No change
HPQ HP Inc. 0.07% 17,633 $431K Reduce -18.4%
INFY Infosys Ltd.-SP ADR 0.06% 21,314 $395K Reduce -4.0%
ORCL Oracle Corp. 0.06% 1,801 $394K Add +0.1%
MRK Merck & Co. Inc. 0.06% 4,726 $374K Reduce -2.4%
SLV iShares Silver Trust 0.06% 10,636 $349K No change
JPM JPMorgan Chase & Co. 0.05% 1,139 $330K Add +0.3%
IYW iShares Ustechnology ETF 0.05% 1,804 $313K Reduce -5.8%
COF Capital One Financial Corp. 0.05% 1,468 $312K Add +2.5%
TT Trane Technologies PLC 0.05% 682 $298K No change
DOX Amdocs Ltd. 0.05% 3,267 $298K Reduce -3.1%
EMR Emerson Electric Co. 0.04% 2,083 $278K No change
CSCO Cisco Systems Inc. 0.04% 3,895 $270K Reduce -29.1%
GILD Gilead Sciences Inc. 0.04% 2,419 $268K Reduce -27.6%
PG The Procter & Gamble Co. 0.04% 1,683 $268K Add +0.1%
TMO Thermo Fisher Scientific Inc. 0.04% 652 $264K Reduce -1.1%
CAT Caterpillar Inc. 0.04% 651 $253K Reduce -6.9%
GOOG Alphabet Inc. Class C 0.04% 1,374 $244K Add +1.5%
AGG iShares Core U.S. Aggregate 0.04% 2,445 $243K Reduce -6.1%
META Meta Platforms Inc. Class A 0.04% 322 $238K New
NFLX Netflix Inc. 0.04% 176 $236K New
URI United Rentals Inc. 0.04% 311 $234K New
EIG Employers Holdings Inc. 0.04% 4,919 $232K No change
MCO Moody's Corp. 0.04% 461 $231K No change
WM Waste Management Inc. 0.04% 995 $228K No change
DMXF iShares ESG Advanc MSCI Eafe 0.04% 3,013 $224K New
IVW iShares S&P 500 Growth ETF 0.04% 2,032 $224K Reduce -21.8%
SBUX Starbucks Corp. 0.03% 2,366 $217K Add +3.9%
QQQ Invesco QQQ Trust Series 1 0.03% 389 $215K New
RTX RTX Corp. 0.03% 1,464 $214K New
IVE iShares S&P 500 Value ETF 0.03% 1,046 $204K Reduce -18.3%

Portfolio Sells Q1 2025 → Q2 2025

VNQ Vanguard Real Estate ETF Reduce -1.4% 0.74% −0.11
ABBV Abbvie Inc. Reduce -0.3% 0.38% −0.10
VIGI Vanguard Int Div App Indx FD Reduce -1.1% 1.93% −0.08
HRB H&R Block Inc. Reduce -9.3% 0.32% −0.07
VYMI Vanguard Int High DVD YLD Inc. Reduce -0.5% 2.19% −0.07
KMB Kimberly-Clark Corp. Sold out 0.00% −0.05
NVO Novo-Nordisk A/S-Spons ADR Reduce -6.3% 0.22% −0.04
VTEB Vanguard Tax-Exempt Bond ETF Reduce -11.1% 0.16% −0.04
GIS General Mills Inc. Sold out 0.00% −0.04
PAYX Paychex Inc. Reduce -11.0% 0.12% −0.04
HPQ HP Inc. Reduce -18.4% 0.07% −0.04
SUB iShares Short-Term National Reduce -2.3% 0.22% −0.03
JNJ Johnson & Johnson Reduce -10.4% 0.08% −0.03
HD Home Depot Inc. Reduce -2.0% 0.17% −0.02
GILD Gilead Sciences Inc. Reduce -27.6% 0.04% −0.02
NKE Nike Inc. Class B Reduce -8.0% 0.27% −0.02
MCD McDonald's Corp. Reduce -0.6% 0.11% −0.02
MRK Merck & Co. Inc. Reduce -2.4% 0.06% −0.02
CSCO Cisco Systems Inc. Reduce -29.1% 0.04% −0.02
ITOT iShares Core S&P Total U.S. Reduce -7.9% 0.17% −0.02
TMO Thermo Fisher Scientific Inc. Reduce -1.1% 0.04% −0.02
ACN Accenture PLC Class A Reduce -0.8% 0.08% −0.01
PM Philip Morris International Reduce -15.1% 0.08% −0.01
VSGX Vanguard ESG Intl Stock ETF Reduce -0.5% 0.81% −0.01
IVE iShares S&P 500 Value ETF Reduce -18.3% 0.03% −0.01
ABT Abbott Laboratories Reduce -4.0% 0.07% −0.01
INFY Infosys Ltd.-SP ADR Reduce -4.0% 0.06% −0.01
DOX Amdocs Ltd. Reduce -3.1% 0.05% −0.01
AGG iShares Core U.S. Aggregate Reduce -6.1% 0.04% −0.01
IVW iShares S&P 500 Growth ETF Reduce -21.8% 0.04% −0.01
CAT Caterpillar Inc. Reduce -6.9% 0.04% −0.00
TXN Texas Instruments Inc. Reduce -4.0% 0.10% −0.00
IYW iShares Ustechnology ETF Reduce -5.8% 0.05% +0.00
AVGO Broadcom Inc. Reduce -0.1% 1.19% +0.38

Portfolio Buys Q1 2025 → Q2 2025

VOO Vanguard S&P 500 ETF Add +4.6% 27.74% +0.97
VEA Vanguard Ftse Developed ETF Add +3.6% 10.93% +0.41
VV Vngrd Mrgstr LRG-Cap ETF-Usd Add +70.8% 0.88% +0.36
IVV iShares Core S&P 500 ETF Add +4.4% 3.84% +0.12
MSFT Microsoft Corp. Add +0.7% 0.60% +0.10
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.07% +0.07
IJH iShares Core S&P Midcap ETF Add +6.6% 5.21% +0.07
ESGV Vanguard ESG US Stock ETF Add +2.3% 2.60% +0.07
VWO Vanguard Ftse Emerging Marke Add +3.9% 2.79% +0.04
IDEV iShares Core MSCI Dev MKTS Add +42.5% 0.15% +0.04
META Meta Platforms Inc. Class A New 0.04% +0.04
NFLX Netflix Inc. New 0.04% +0.04
URI United Rentals Inc. New 0.04% +0.04
DGRO iShares Core Dividend Growth Add +42.6% 0.15% +0.04
DMXF iShares ESG Advanc MSCI Eafe New 0.04% +0.04
HDV iShares Core High Dividend E Add +77.5% 0.10% +0.03
QQQ Invesco QQQ Trust Series 1 New 0.03% +0.03
RTX RTX Corp. New 0.03% +0.03
VB Vanguard Most SM-Cap ETF-Usd Add +52.4% 0.11% +0.03
NVDA Nvidia Corp. Add +22.6% 0.08% +0.03
IGRO iShares Intl Div Growth ETF Add +48.1% 0.08% +0.02
ORCL Oracle Corp. Add +0.1% 0.06% +0.02
SCHX Schwab US Large-Cap ETF Add +8.1% 0.25% +0.02
IEMG iShares Core MSCI Emerging Add +15.9% 0.11% +0.01
VXUS Vanguard Total Intl Stock Add +4.4% 0.34% +0.01
VTI VG Morningstar TS MKT ETF-US Add +2.3% 1.04% +0.01
AMZN Amazon.com Inc. Add +5.4% 0.13% +0.01
IEFA iShares Core MSCI Eafe ETF Add +9.3% 0.13% +0.01
CATH Global X S&P 500 Ca Val ETF Add +6.2% 0.12% +0.01
GOOGL Alphabet Inc. Class A Add +2.4% 0.15% +0.01
COF Capital One Financial Corp. Add +2.5% 0.05% +0.00
SPYX SS SPDR S&P 500 Foss FL ETF Add +5.5% 0.08% +0.00
JPM JPMorgan Chase & Co. Add +0.3% 0.05% +0.00
GOOG Alphabet Inc. Class C Add +1.5% 0.04% +0.00
XVV iShares ESG Select Screened Add +0.3% 0.07% 0.00
GLD SPDR Gold Shares Add +2.1% 0.08% −0.00
SCHH Schwab US REIT ETF Add +9.8% 0.08% −0.00
SBUX Starbucks Corp. Add +3.9% 0.03% −0.01
QCOM Qualcomm Inc. Add +2.3% 0.11% −0.01
PG The Procter & Gamble Co. Add +0.1% 0.04% −0.01
IJR iShares Core S&P Small-Cap E Add +6.3% 2.63% −0.01
BLV Vanguard Long-Term Bond ETF Add +1.8% 0.15% −0.02
BRK.B Berkshire Hathaway Inc. Class B Add +2.2% 0.13% −0.03
VGIT Vanguard Intermediate-Term T Add +2.5% 0.47% −0.04
BND Vanguard Total Bond Market Add +5.9% 0.74% −0.04
VCEB Vanguard ESG US Corp. Bond Add +3.6% 0.59% −0.04
AMGN Amgen Inc. Add +2.4% 0.20% −0.04
LLY Eli Lilly & Co. Add +0.1% 0.29% −0.05
AAPL Apple Inc. Add +1.4% 0.53% −0.10
BIV Vanguard Intermediate-Term B Add +3.9% 2.81% −0.18

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026Amended 105$771.1MVOO, VEA, IJH, VYM, VIG
Q1 2026 96$686.6MVOO, VEA, IJH, VYM, BSV
Q4 2025 95$708.1MVOO, VEA, IJH, BSV, VYM
Q3 2025 91$676.8MVOO, VEA, IJH, BSV, VYM
Q2 2025 96$634.9MVOO, VEA, VYM, VIG, IJH
Q1 2025 91$567.9MVOO, VEA, VYM, VIG, BSV
Q4 2024 329$563.9MVOO, VEA, VIG, VYM, IJH
Q3 2024 99$552.8MVOO, VEA, VIG, VYM, IJH
Q2 2024 93$514.4MVOO, VEA, VIG, VYM, IJH
Q1 2024 93$497.9MVOO, VEA, VYM, VIG, IJH