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CIK: 0001767513
Total reported value
$771.1M
$771.1M
91 檔
39.7%
The Q1 2025 SEC filing reveals that Human Investing LLC held a total portfolio value of $771.1M, covering 91 public equity positions.
In Q1 2025, Human Investing LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, VEA, VYM) accounted for 39.7% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 26.77% | +1.38% | +4.62% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.52% | +0.02% | +4.24% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 5.63% | -0.28% | +2.22% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.55% | -0.23% | +2.58% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 5.40% | -0.40% | +5.44% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.14% | +0.21% | +4.30% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.50% | -0.27% | +5.98% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.73% | +0.11% | -1.16% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.99% | -0.22% | +6.30% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.75% | -0.23% | +5.72% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.74% | +0.02% | +3.81% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.65% | +0.22% | +4.88% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 2.53% | +0.07% | +8.75% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 2.26% | -0.17% | +5.07% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.01% | -0.14% | +2.64% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | +0.05% | +0.45% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.86% | -0.02% | +3.48% | |
| 18 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.82% | — | +9.09% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | +0.09% | +0.11% | |
| 20 | BND | Vanguard Total Bond Market | ETF-Other | 0.78% | -0.10% | +1.40% | |
| 21 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.63% | -0.05% | +5.41% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.63% | -0.01% | -1.01% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-Other | 0.52% | -0.07% | -0.84% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.51% | -0.05% | +4.82% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | -0.08% | +5.49% | |
| 26 | ABBV | Abbvie Inc | Stock-Healthcare | 0.48% | — | -2.62% | |
| 27 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.40% | +0.01% | -2.37% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.34% | +0.04% | — | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.33% | — | +0.41% | |
| 30 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.29% | -0.03% | +15.04% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.28% | -0.02% | — | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.27% | +0.01% | -0.49% | |
| 33 | SUB | Ishares Short-term National | ETF-Other | 0.25% | +0.01% | +4.04% | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.24% | -0.01% | -7.71% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.23% | — | +3.30% | |
| 36 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.21% | +0.01% | +7.40% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.20% | -0.01% | -6.69% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.18% | +0.01% | +21.14% | |
| 39 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.17% | — | +0.74% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.16% | -0.01% | +1.20% | |
| 41 | PAYX | Paychex Inc | Stock-Tech | 0.15% | — | -1.42% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.15% | +0.02% | -2.16% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.13% | -0.02% | -11.74% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | -0.01% | -7.72% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.12% | — | — | |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.11% | +0.02% | -12.38% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.11% | — | +3.91% | |
| 48 | CATH | Global X S&p 500 Ca Val ETF | ETF-Large Cap & Growth | 0.11% | — | +11.11% | |
| 49 | IDCC | Interdigital Inc | Stock-Tech | 0.11% | -0.02% | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.11% | — | +1.03% |
According to official SEC Form 13F filings, Human Investing LLC reported a total U.S. public equity portfolio value of $771.1M across 91 disclosed positions in Q1 2025.
During Q1 2025, Human Investing LLC's top holdings by market value included VOO (26.8%)、VEA (10.5%)、VYM (5.6%). The largest single position, VOO, represented 26.8% of total portfolio value.
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Top New Position Initiated
VOO
市值: $152.0M
In Q1 2025, Human Investing LLC made 50 total portfolio adjustments, initiating 50 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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