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CIK: 0001767513
Total reported value
$771.1M
$771.1M
329 檔
38.7%
In Q4 2024, Human Investing LLC's U.S. equity holdings reached a combined market value of $771.1M, distributed across 329 disclosed stock positions.
In Q4 2024, Human Investing LLC displayed an active expansion posture, initiating 10 new positions and adding to 18 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 329 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 27.02% | +1.38% | +3.55% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 9.57% | +0.02% | +6.00% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.51% | -0.23% | +4.51% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.49% | -0.28% | +4.39% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.30% | +0.21% | +2.50% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.09% | -0.40% | +2.54% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.30% | -0.27% | +3.86% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.98% | +0.11% | -1.41% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.80% | +0.22% | +2.95% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.77% | -0.22% | +2.81% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.60% | -0.23% | +2.53% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.59% | +0.02% | +5.26% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.51% | +0.07% | +3.15% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.99% | -0.17% | +6.23% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.90% | -0.14% | +5.91% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.13% | +0.09% | -8.12% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.08% | +0.05% | +0.04% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.82% | -0.02% | +5.13% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 0.76% | -0.10% | -1.72% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.73% | — | +5.43% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.72% | -0.01% | -3.00% | |
| 22 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.59% | -0.05% | +2.06% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-Other | 0.55% | -0.07% | -9.43% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.54% | -0.08% | -3.33% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.48% | -0.05% | +2.36% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | — | -2.16% | |
| 27 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.39% | +0.01% | -0.28% | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.34% | +0.01% | -3.79% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.04% | -13.58% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.31% | — | +3.04% | |
| 31 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.31% | -0.03% | +13.56% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.24% | -0.02% | — | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.24% | — | +192.09% | |
| 34 | SUB | Ishares Short-term National | ETF-Other | 0.24% | +0.01% | +5.88% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.22% | -0.01% | -11.87% | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.22% | -0.01% | +0.11% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.20% | +0.01% | +7.53% | |
| 38 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.18% | +0.02% | -2.81% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.16% | +0.01% | +10.18% | |
| 40 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.16% | — | +0.49% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.15% | -0.01% | -2.01% | |
| 42 | PAYX | Paychex Inc | Stock-Tech | 0.14% | — | — | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.13% | -0.02% | -1.91% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.13% | -0.01% | -6.55% | |
| 45 | QCOM | Qualcomm Inc | Stock-Tech | 0.13% | +0.02% | -0.31% | |
| 46 | HPQ | Hp Inc | Stock-Tech | 0.13% | — | -1.95% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.11% | — | +3.03% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.11% | — | -1.17% | |
| 49 | TXN | Texas Instruments Inc | Stock-Tech | 0.11% | +0.03% | -31.98% | |
| 50 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.11% | — | +8.74% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1% | +3.55% | Add |
| 2 | AVGO | Broadcom Inc | +0.2% | -8.12% | Trim |
| 3 | ESGV | Vanguard Esg US Stock ETF | +0.1% | +3.15% | Add |
| 4 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +4.39% | Add |
| 5 | DFAC | Dimensional US Core Equity 2 | +0.1% | NEW | New buy |
| 6 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +4.51% | Add |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 8 | FTNT | Fortinet Inc | 0% | NEW | New buy |
| 9 | RTX | Rtx CORP | 0% | NEW | New buy |
| 10 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 11 | V | Visa Inc-class A Shares | 0% | NEW | New buy |
| 12 | URI | United Rentals Inc | 0% | NEW | New buy |
| 13 | VO | Vanguard Mid-cap ETF | 0% | NEW | New buy |
| 14 | NVDA | Nvidia CORP | 0% | +47.55% | Add |
| 15 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.50% | Add |
| 16 | AAPL | Apple Inc | 0% | -3.00% | Trim |
| 17 | IDCC | Interdigital Inc | 0% | — | Unchanged |
| 18 | ETN | Eaton Corporation plc | 0% | NEW | New buy |
| 19 | UNH | Unitedhealth Group Inc | 0% | NEW | New buy |
| 20 | VGT | Vanguard Info Tech ETF | 0% | NEW | New buy |
| 21 | VTI | Vanguard Total Stock Mkt ETF | — | +0.04% | Add |
| 22 | IJR | Ishares Core S&p Small-cap E | 0% | +2.95% | Add |
| 23 | VGSH | Vanguard Short-term Treasury | 0% | +2.53% | Add |
| 24 | KLAC | Kla CORP | 0% | -39.31% | Trim |
| 25 | BNDX | Vanguard Total Intl Bond ETF | 0% | +3.86% | Add |
| 26 | MRK | Merck & Co. Inc. | 0% | -8.72% | Trim |
| 27 | MO | Altria Group Inc | 0% | EXIT | Sold out |
| 28 | JNJ | Johnson & Johnson | 0% | -16.55% | Trim |
| 29 | MSFT | Microsoft CORP | 0% | -3.33% | Trim |
| 30 | PM | Philip Morris International | 0% | -27.15% | Trim |
| 31 | AMGN | Amgen Inc | -0.1% | +0.11% | Add |
| 32 | USB | US Bancorp | -0.1% | -84.66% | Trim |
| 33 | ET | Energy Transfer LP | -0.1% | EXIT | Sold out |
| 34 | HD | Home Depot Inc | -0.1% | -11.87% | Trim |
| 35 | VNQ | Vanguard Real Estate ETF | -0.1% | +5.13% | Add |
| 36 | IVV | Ishares Core S&p 500 ETF | -0.1% | -1.41% | Trim |
| 37 | CL | Colgate-palmolive Co | -0.1% | EXIT | Sold out |
| 38 | BND | Vanguard Total Bond Market | -0.1% | -1.72% | Trim |
| 39 | VV | Vanguard Large-cap ETF | -0.1% | -9.43% | Trim |
| 40 | TXN | Texas Instruments Inc | -0.1% | -31.98% | Trim |
| 41 | ABBV | Abbvie Inc | -0.1% | -2.16% | Trim |
| 42 | BSV | Vanguard Short-term Bond ETF | -0.1% | +2.54% | Add |
| 43 | VYMI | Vanguard Int High Dvd Yld In | -0.1% | +6.23% | Add |
| 44 | HRB | H&r Block Inc | -0.1% | -0.28% | Trim |
| 45 | LLY | Eli Lilly & Co | -0.1% | -13.58% | Trim |
| 46 | BIV | Vanguard Intermediate-term B | -0.1% | +2.81% | Add |
| 47 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | +5.91% | Add |
| 48 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +5.26% | Add |
| 49 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -3.79% | Trim |
| 50 | VEA | Vanguard Ftse Developed ETF | -0.6% | +6.00% | Add |
According to official SEC Form 13F filings, Human Investing LLC reported a total U.S. public equity portfolio value of $771.1M across 329 disclosed positions in Q4 2024.
During Q4 2024, Human Investing LLC's top holdings by market value included VOO (27.0%)、VEA (9.6%)、VIG (5.5%). The largest single position, VOO, represented 27.0% 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.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEA, VIG) accounted for 38.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
DFAC
市值: $586.1K
Top Position Liquidated / Trimmed
CL
前期市值: $312.4K
In Q4 2024, Human Investing LLC made 48 total portfolio adjustments, initiating 10 new buys, adding to 18 positions, trimming 17 holdings, and fully liquidating 3 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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