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CIK: 0001767513
Total reported value
$771.1M
$771.1M
93 檔
33.9%
In Q1 2024, Human Investing LLC's U.S. equity holdings reached a combined market value of $771.1M, distributed across 93 disclosed stock positions.
During Q1 2024, Human Investing LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEA, VYM) accounted for 33.9% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 25.75% | +1.38% | +2.74% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.03% | +0.02% | +2.57% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.70% | -0.28% | -0.95% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.61% | -0.23% | -1.70% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.47% | +0.21% | +410.54% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.05% | -0.40% | +4.20% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.24% | -0.27% | +4.73% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.07% | +0.11% | +0.29% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.79% | -0.22% | +4.89% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.76% | +0.22% | +1.73% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.56% | -0.23% | +5.33% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.49% | +0.02% | +3.12% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.36% | +0.07% | +3.70% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.14% | -0.17% | -0.22% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.07% | -0.14% | -0.26% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.10% | +0.05% | +0.44% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.85% | -0.02% | +5.20% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.80% | +0.09% | -5.50% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 0.75% | -0.10% | -1.75% | |
| 20 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.72% | -0.03% | -8.38% | |
| 21 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.71% | — | +6.08% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-Other | 0.63% | -0.07% | -0.46% | |
| 23 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.62% | -0.05% | +16.44% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | -0.08% | +0.48% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.61% | -0.01% | -19.85% | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.60% | +0.01% | -0.88% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | — | -0.35% | |
| 28 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.49% | -0.05% | +16.26% | |
| 29 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.44% | +0.01% | -1.06% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.04% | -0.83% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.33% | — | +2.39% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.30% | — | -1.10% | |
| 33 | AMGN | Amgen Inc | Stock-Healthcare | 0.29% | -0.01% | -2.79% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.28% | -0.01% | -0.69% | |
| 35 | SUB | Ishares Short-term National | ETF-Other | 0.27% | +0.01% | +1.97% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.20% | +0.01% | +9.48% | |
| 37 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.19% | — | +12.42% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.02% | -1.59% | |
| 39 | TXN | Texas Instruments Inc | Stock-Tech | 0.17% | +0.03% | -1.63% | |
| 40 | QCOM | Qualcomm Inc | Stock-Tech | 0.17% | +0.02% | -1.60% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.17% | -0.02% | -2.88% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | — | -4.70% | |
| 43 | HPQ | Hp Inc | Stock-Tech | 0.15% | — | -3.83% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.15% | — | -2.16% | |
| 45 | PAYX | Paychex Inc | Stock-Tech | 0.15% | — | -2.55% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.15% | +0.01% | +1.41% | |
| 47 | ACN | Accenture plc | Stock-Tech | 0.15% | -0.04% | EXIT | |
| 48 | INTC | Intel CORP | Stock-Tech | 0.13% | -0.01% | -4.96% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | -0.01% | +3.04% | |
| 50 | DOX | Amdocs Limited | Stock-Tech | 0.12% | — | -3.07% |
According to official SEC Form 13F filings, Human Investing LLC reported a total U.S. public equity portfolio value of $771.1M across 93 disclosed positions in Q1 2024.
During Q1 2024, Human Investing LLC's top holdings by market value included VOO (25.8%)、VEA (10.0%)、VYM (5.7%). The largest single position, VOO, represented 25.8% of total portfolio value.
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In Q1 2024, Human Investing LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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