CIK: 0001767513
Total reported value
$686.6M
Reporting period: 2026-03-31 · Number of holdings: 132
Human Investing LLC disclosed 132 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $686.6M and a quarterly turnover rate of 4.8%.
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Human Investing LLC's disclosed holdings carry a Herfindahl concentration index of 0.109 — mathematically equivalent to about 9 equally-sized positions, well below its 132 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.09), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 6% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
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Trim VOO
+0.3% -$8.9M
Add VYM
+0.6% $1.3M
Add VEA
-3.0% -$398.7K
Add VGSH
+2.3% $369.8K
Trim IJR
-10.2% -$1.4M
Trim IVV
-1.3% -$1.6M
Showing top 96 holdings (of 132 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 27.67% | -0.41% | +0.28% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.28% | +0.29% | -3.01% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.43% | — | -5.24% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.35% | +0.35% | +0.59% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.13% | -0.09% | -4.19% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.04% | — | +2.06% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.39% | +0.07% | -0.85% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.70% | -0.11% | -1.26% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.85% | -0.03% | -3.32% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.78% | +0.14% | +2.31% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.73% | -0.12% | -10.21% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.67% | -0.08% | -6.15% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.48% | -0.01% | +3.82% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.18% | +0.10% | -3.04% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.76% | — | +0.35% | |
| 16 | AVGO | Broadcom INC | Stock-Tech | 1.12% | -0.11% | -0.84% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | -0.01% | +0.69% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-Other | 1.01% | +0.10% | +13.15% | |
| 19 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.83% | +0.05% | +3.33% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.79% | -0.01% | -4.16% | |
| 21 | AAPL | Apple INC | Stock-Tech | 0.64% | -0.01% | +1.50% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.62% | -0.10% | -16.62% | |
| 23 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.59% | — | -0.85% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.48% | — | +0.73% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | -0.09% | +5.08% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.35% | — | -0.95% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.31% | -0.04% | +0.74% | |
| 28 | ABBV | Abbvie INC | Stock-Healthcare | 0.30% | -0.03% | -6.58% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | — | +11.30% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.24% | — | +1.69% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.21% | — | — | |
| 32 | AMGN | Amgen INC | Stock-Healthcare | 0.18% | — | -0.42% | |
| 33 | SUB | Ishares Short-term National | ETF-Other | 0.18% | — | +1.28% | |
| 34 | SLV | Ishares Silver Trust | ETF-Commodities | 0.18% | — | -3.69% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.17% | — | -0.31% | |
| 36 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.17% | — | +0.73% | |
| 37 | NKE | Nike INC -cl B | Stock-Consumer Disc | 0.17% | -0.04% | -5.65% | |
| 38 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.17% | +0.04% | +38.04% | |
| 39 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.16% | — | +1.44% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.15% | — | +4.51% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.14% | — | +1.71% | |
| 42 | IDCC | Interdigital INC | Stock-Tech | 0.13% | — | — | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | — | +4.92% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.13% | — | +8.73% | |
| 45 | XVV | Ishares Esg Select Screened | ETF-Other | 0.13% | — | +4.67% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.12% | — | -0.33% | |
| 47 | HRB | H&r Block INC | Stock-Consumer Disc | 0.12% | -0.07% | -12.96% | |
| 48 | HDV | Ishares Core High Dividend E | ETF-Other | 0.12% | +0.02% | +2.91% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.12% | +0.05% | +62.53% | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | +0.01% | -4.08% |
Performance for Q3 2026
+2.4%
Performance Last 4 Quarters
+17.4%
Based on 80% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q1 | 132 | $686.6M | 5 | ||
| 2025 Q4 | 128 | $708.1M | 6 | ||
| 2025 Q3 | 130 | $676.8M | 18 | ||
| 2025 Q2 | 118 | $634.9M | 0 | ||
| 2025 Q1 | 125 | $567.9M | 100 | ||
| 2024 Q4 | 357 | $563.9M | 0 | ||
| 2024 Q3 | 126 | $552.8M | 0 | ||
| 2024 Q2 | 121 | $514.4M | 0 | ||
| 2024 Q1 | 122 | $497.9M | 0 | ||
| 2023 Q4 | 108 | $463.2M | 0 | ||
| 2023 Q3 | 119 | $429.4M | 0 | ||
| 2023 Q2 | 121 | $438.2M | 0 | ||
| 2023 Q1 | 122 | $411.9M | 0 | ||
| 2022 Q4 | 113 | $393.1M | 0 | ||
| 2022 Q3 | 129 | $392.3M | 0 | ||
| 2022 Q2 | 139 | $413.9M | 0 | ||
| 2022 Q1 | 124 | $452.3M | 0 | ||
| 2021 Q4 | 91 | $419.3M | 0 | ||
| 2021 Q3 | 113 | $424.0M | 0 | ||
| 2021 Q2 | 105 | $410.7M | 100 | ||
| 2021 Q1 | 305 | $392.5M | 19 | ||
| 2020 Q4 | 303 | $353.4M | 24 | ||
| 2020 Q3 | 310 | $304.8M | 52 | ||
| 2020 Q2 | 315 | $283.1M | 39 | ||
| 2020 Q1 | 317 | $230.9M | 36 | ||
| 2019 Q4 | 370 | $306.2M | 15 | ||
| 2019 Q3 | 362 | $282.3M | 13 | ||
| 2019 Q2 | 358 | $274.0M | 16 | ||
| 2019 Q1 | 343 | $267.7M | 24 | ||
| 2018 Q4 | 421 | $239.8M | — |
Human Investing LLC's most significant position changes for 2026-03-31: Sold out: Vanguard Long-term Bond ETF (BLV); New buy: Toast Inc-class A (TOST); New buy: Exxon Mobil CORP (XOM); Sold out: Emerson Electric Co (EMR); Sold out: Zebra Technologies Corp-cl A (ZBRA).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | +0.4% | +0.59% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.3% | -3.01% | Trim |
| 3 | VGSH | Vanguard Short-term Treasury | +0.1% | +2.31% | Add |
| 4 | VV | Vanguard Large-cap ETF | +0.1% | +13.15% | Add |
| 5 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | -3.04% | Trim |
| 6 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | -0.85% | Trim |
| 7 | NVDA | Nvidia CORP | +0.1% | +62.53% | Add |
| 8 | VSGX | Vanguard Esg Intl Stock ETF | +0.1% | +3.33% | Add |
| 9 | AMZN | Amazon.com INC | 0% | +38.04% | Add |
| 10 | MU | Micron Technology INC | 0% | +71.37% | Add |
| 11 | GLD | Spdr Gold Shares | 0% | +10.01% | Add |
| 12 | VO | Vanguard Mid-cap ETF | 0% | +20.58% | Add |
| 13 | HDV | Ishares Core High Dividend E | 0% | +2.91% | Add |
| 14 | CAT | Caterpillar INC | 0% | +2.74% | Add |
| 15 | INTC | Intel CORP | 0% | +0.88% | Add |
| 16 | JNJ | Johnson & Johnson | 0% | -4.08% | Trim |
| 17 | IJH | Ishares Core S&p Midcap ETF | — | -5.24% | Trim |
| 18 | VIGI | Vanguard Int Div App Indx Fd | — | +0.35% | Add |
| 19 | ESGV | Vanguard Esg US Stock ETF | 0% | +3.82% | Add |
| 20 | BND | Vanguard Total Bond Market | 0% | -4.16% | Trim |
| 21 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.69% | Add |
| 22 | AAPL | Apple INC | 0% | +1.50% | Add |
| 23 | ACN | Accenture plc | 0% | -5.15% | Trim |
| 24 | HD | Home Depot INC | 0% | -13.46% | Trim |
| 25 | PAYX | Paychex INC | 0% | -10.69% | Trim |
| 26 | TXN | Texas Instruments INC | 0% | -31.26% | Trim |
| 27 | INFY | Infosys Ltd-sp Adr | 0% | -10.64% | Trim |
| 28 | BIV | Vanguard Intermediate-term B | 0% | -3.32% | Trim |
| 29 | ABBV | Abbvie INC | 0% | -6.58% | Trim |
| 30 | QCOM | Qualcomm INC | 0% | -4.09% | Trim |
| 31 | LLY | Eli Lilly & Co | 0% | +0.74% | Add |
| 32 | NKE | Nike INC -cl B | 0% | -5.65% | Trim |
| 33 | NVO | Novo-nordisk A/s-spons Adr | 0% | -7.81% | Trim |
| 34 | HRB | H&r Block INC | -0.1% | -12.96% | Trim |
| 35 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -6.15% | Trim |
| 36 | BSV | Vanguard Short-term Bond ETF | -0.1% | -4.19% | Trim |
| 37 | MSFT | Microsoft CORP | -0.1% | +5.08% | Add |
| 38 | VNQ | Vanguard Real Estate ETF | -0.1% | -16.62% | Trim |
| 39 | IVV | Ishares Core S&p 500 ETF | -0.1% | -1.26% | Trim |
| 40 | AVGO | Broadcom INC | -0.1% | -0.84% | Trim |
| 41 | IJR | Ishares Core S&p Small-cap E | -0.1% | -10.21% | Trim |
| 42 | VOO | Vanguard S&p 500 ETF | -0.4% | +0.28% | Add |
| 43 | BLV | Vanguard Long-term Bond ETF | — | EXIT | Sold out |
| 44 | TOST | Toast Inc-class A | — | NEW | New buy |
| 45 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 46 | EMR | Emerson Electric Co | — | EXIT | Sold out |
| 47 | ZBRA | Zebra Technologies Corp-cl A | — | EXIT | Sold out |
| 48 | GILD | Gilead Sciences INC | — | NEW | New buy |
| 49 | EAGG | Ishares Esg Aware US Aggrega | — | NEW | New buy |
| 50 | MCO | Moody's CORP | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026 Q1 | 2026-05-07 | 13F-HR | View on EDGAR |
| 2025 Q4 | 2026-01-27 | 13F-HR | View on EDGAR |
| 2025 Q3 | 2025-11-03 | 13F-HR | View on EDGAR |
| 2025 Q2 | 2025-08-04 | 13F-HR | View on EDGAR |
| 2025 Q1 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024 Q4 | 2025-01-31 | 13F-HR | View on EDGAR |
| 2024 Q3 | 2024-10-28 | 13F-HR | View on EDGAR |
| 2024 Q2 | 2024-07-17 | 13F-HR | View on EDGAR |
| 2024 Q1 | 2024-04-25 | 13F-HR | View on EDGAR |
| 2023 Q4 | 2024-02-12 | 13F-HR | View on EDGAR |
| 2023 Q3 | 2023-11-09 | 13F-HR | View on EDGAR |
| 2023 Q2 | 2023-08-07 | 13F-HR | View on EDGAR |
| 2023 Q1 | 2023-05-10 | 13F-HR | View on EDGAR |
| 2022 Q4 | 2023-01-27 | 13F-HR | View on EDGAR |
| 2022 Q3 | 2022-10-31 | 13F-HR | View on EDGAR |
| 2022 Q2 | 2022-07-27 | 13F-HR | View on EDGAR |
| 2022 Q1 | 2022-05-05 | 13F-HR | View on EDGAR |
| 2021 Q4 | 2022-02-10 | 13F-HR | View on EDGAR |
| 2021 Q3 | 2021-11-04 | 13F-HR | View on EDGAR |
| 2021 Q2 | 2021-08-02 | 13F-HR | View on EDGAR |
| 2021 Q1 | 2021-05-05 | 13F-HR | View on EDGAR |
| 2020 Q4 | 2021-02-04 | 13F-HR | View on EDGAR |
| 2020 Q3 | 2020-10-27 | 13F-HR | View on EDGAR |
| 2020 Q2 | 2020-07-22 | 13F-HR | View on EDGAR |
| 2020 Q1 | 2020-04-22 | 13F-HR | View on EDGAR |
| 2019 Q4 | 2020-02-07 | 13F-HR | View on EDGAR |
| 2019 Q3 | 2019-11-07 | 13F-HR | View on EDGAR |
| 2019 Q2 | 2019-08-16 | 13F-HR | View on EDGAR |
| 2019 Q1 | 2019-05-14 | 13F-HR | View on EDGAR |
| 2018 Q4 | 2019-02-14 | 13F-HR | View on EDGAR |
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