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CIK: 0001767513
Total reported value
$771.1M
$771.1M
99 檔
37.5%
At the close of Q3 2024, Human Investing LLC disclosed equity holdings valued at approximately $771.1M, spread across 99 reported holdings.
In Q3 2024, Human Investing LLC displayed an active expansion posture, initiating 11 new positions and adding to 22 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEA, VIG) accounted for 37.5% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 26.07% | +1.38% | +0.48% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.17% | +0.02% | +1.89% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.43% | -0.23% | -0.98% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.39% | -0.28% | -0.67% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.28% | +0.21% | +1.13% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.16% | -0.40% | +4.17% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.33% | -0.27% | +3.77% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.03% | +0.11% | +0.55% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.88% | -0.22% | +3.55% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.82% | +0.22% | +0.64% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.73% | +0.02% | +1.84% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.62% | -0.23% | +4.55% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.40% | +0.07% | +3.06% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.07% | -0.17% | -0.11% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.02% | -0.14% | -0.60% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | +0.05% | -2.13% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.93% | +0.09% | +886.17% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.87% | -0.02% | -0.16% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 0.82% | -0.10% | +14.28% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.76% | — | +5.46% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.70% | -0.01% | +0.86% | |
| 22 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.62% | -0.05% | +2.10% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-Other | 0.61% | -0.07% | -0.29% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.08% | +0.61% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.49% | -0.05% | +1.66% | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.49% | +0.01% | -1.79% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | — | +0.54% | |
| 28 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.48% | +0.01% | -2.06% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.43% | +0.04% | -2.68% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.34% | — | +3.23% | |
| 31 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.32% | -0.03% | -36.33% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.27% | -0.01% | -0.97% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.27% | -0.01% | +4.17% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.25% | -0.02% | — | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.25% | — | -15.08% | |
| 36 | SUB | Ishares Short-term National | ETF-Other | 0.23% | +0.01% | +15.73% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.19% | +0.01% | +28.94% | |
| 38 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.18% | — | +1.09% | |
| 39 | TXN | Texas Instruments Inc | Stock-Tech | 0.18% | +0.03% | -1.42% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | +0.02% | -2.68% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | -0.01% | +5.93% | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.15% | +0.02% | -1.97% | |
| 43 | HPQ | Hp Inc | Stock-Tech | 0.15% | — | -3.54% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.15% | -0.02% | +3.45% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.15% | +0.01% | -0.87% | |
| 46 | PAYX | Paychex Inc | Stock-Tech | 0.14% | — | -1.54% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.13% | -0.01% | +28.62% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.13% | — | -4.76% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.12% | — | -4.65% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.12% | -0.04% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.89% | Add |
| 2 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +1.84% | Add |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.64% | Add |
| 4 | BND | Vanguard Total Bond Market | +0.1% | +14.28% | Add |
| 5 | VNQ | Vanguard Real Estate ETF | +0.1% | -0.16% | Trim |
| 6 | LMT | Lockheed Martin CORP | +0.1% | NEW | New buy |
| 7 | TT | Trane Technologies plc | +0.1% | NEW | New buy |
| 8 | ET | Energy Transfer LP | +0.1% | NEW | New buy |
| 9 | KLAC | Kla CORP | 0% | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | 0% | NEW | New buy |
| 11 | NVDA | Nvidia CORP | 0% | NEW | New buy |
| 12 | CAT | Caterpillar Inc | 0% | NEW | New buy |
| 13 | MO | Altria Group Inc | 0% | NEW | New buy |
| 14 | EMR | Emerson Electric Co | 0% | NEW | New buy |
| 15 | MCO | Moody's CORP | 0% | NEW | New buy |
| 16 | COF | Capital One Financial CORP | 0% | NEW | New buy |
| 17 | BIV | Vanguard Intermediate-term B | 0% | +3.55% | Add |
| 18 | VSGX | Vanguard Esg Intl Stock ETF | 0% | +5.46% | Add |
| 19 | ABBV | Abbvie Inc | 0% | +0.54% | Add |
| 20 | HRB | H&r Block Inc | 0% | -2.06% | Trim |
| 21 | HD | Home Depot Inc | 0% | +4.17% | Add |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +28.94% | Add |
| 23 | IDCC | Interdigital Inc | 0% | +50.00% | Add |
| 24 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.13% | Add |
| 25 | ESGV | Vanguard Esg US Stock ETF | 0% | +3.06% | Add |
| 26 | AAPL | Apple Inc | 0% | +0.86% | Add |
| 27 | SUB | Ishares Short-term National | 0% | +15.73% | Add |
| 28 | VIGI | Vanguard Int Div App Indx Fd | 0% | -0.60% | Trim |
| 29 | VXUS | Vanguard Total Intl Stock | 0% | +3.23% | Add |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 31 | VYM | Vanguard High Dvd Yield ETF | — | -0.67% | Trim |
| 32 | VCEB | Vanguard Esg US CORP Bond | — | +2.10% | Add |
| 33 | VIG | Vanguard Dividend Apprec ETF | 0% | -0.98% | Trim |
| 34 | BNDX | Vanguard Total Intl Bond ETF | 0% | +3.77% | Add |
| 35 | VYMI | Vanguard Int High Dvd Yld In | 0% | -0.11% | Trim |
| 36 | AVGO | Broadcom Inc | 0% | +886.17% | Add |
| 37 | VV | Vanguard Large-cap ETF | 0% | -0.29% | Trim |
| 38 | BSV | Vanguard Short-term Bond ETF | 0% | +4.17% | Add |
| 39 | VGSH | Vanguard Short-term Treasury | 0% | +4.55% | Add |
| 40 | QQQ | Invesco Qqq Trust Series 1 | 0% | EXIT | Sold out |
| 41 | SCHM | Schwab US Mid Cap ETF | 0% | EXIT | Sold out |
| 42 | VTI | Vanguard Total Stock Mkt ETF | 0% | -2.13% | Trim |
| 43 | QCOM | Qualcomm Inc | 0% | -1.97% | Trim |
| 44 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 45 | SCHX | Schwab US Large-cap ETF | -0.1% | -15.08% | Trim |
| 46 | IVV | Ishares Core S&p 500 ETF | -0.1% | +0.55% | Add |
| 47 | INTC | Intel CORP | -0.1% | EXIT | Sold out |
| 48 | NKE | Nike Inc -cl B | -0.1% | -36.33% | Trim |
| 49 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -1.79% | Trim |
| 50 | VOO | Vanguard S&p 500 ETF | -0.4% | +0.48% | Add |
According to official SEC Form 13F filings, Human Investing LLC reported a total U.S. public equity portfolio value of $771.1M across 99 disclosed positions in Q3 2024.
During Q3 2024, Human Investing LLC's top holdings by market value included VOO (26.1%)、VEA (10.2%)、VIG (5.4%). The largest single position, VOO, represented 26.1% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
LMT
市值: $274.8K
Top Position Liquidated / Trimmed
INTC
前期市值: $449.2K
In Q3 2024, Human Investing LLC made 49 total portfolio adjustments, initiating 11 new buys, adding to 22 positions, trimming 12 holdings, and fully liquidating 4 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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