13F-HR filed by Human Investing LLC
Human Investing LLC filed this 13F-HR for the quarter ended 2022-12-31, filed 2023-01-27, with 101 holding rows worth $393,108,469.
- Accession
- 0001767513-23-000001
- Filer
- CIK 1767513
- Filed
- 2023-01-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2022
A combination report, 113 entries on the cover page, a total value of $393,108,469 stated on the cover page (in dollars after the unit check, H1), rows summing to $393,108,469 with VALUE read as dollars as filed, 13F file number 028-19337. The quarter's positions are built on this report. The resolved quarter.
Other managers
- reports for this filerBetterment LLC028-16706
- included managerBetterment LLC028-16706
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 249,966 | $87,823,199 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 904,657 | $37,968,442 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 308,817 | $23,247,714 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 189,338 | $20,488,274 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 131,568 | $19,978,599 | dollars as filed | |
| IJH | 464287507 | COM | 79,243 | $19,168,257 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 397,392 | $18,848,314 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 39,048 | $15,002,502 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 172,974 | $12,855,450 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 197,282 | $11,406,869 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 99,384 | $9,405,676 | dollars as filed | |
| VWO | 922042858 | SHS | 235,659 | $9,185,969 | dollars as filed | |
| Vanguard International High Dividend Yield ETF | 921946794 | SHS | 139,303 | $8,298,243 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 118,379 | $8,242,736 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 95,923 | $6,317,495 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 38,142 | $4,462,995 | dollars as filed | |
| VTI | 922908769 | COM | 20,106 | $3,844,023 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 19,853 | $3,208,494 | dollars as filed | |
| Apple Inc | 037833100 | COM | 22,709 | $2,950,544 | dollars as filed | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 58,877 | $2,896,169 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 32,492 | $2,679,930 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 4,169 | $2,331,196 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 29,654 | $2,130,331 | dollars as filed | |
| Vanguard ESG U.S. Corporate Bond ETF | 921910691 | SHS | 33,467 | $2,030,629 | dollars as filed | |
| BLOCK H & R INC COM | 093671105 | Stock | 53,786 | $1,963,727 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 11,242 | $1,958,434 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 16,871 | $1,871,837 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 13,812 | $1,869,316 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 29,039 | $1,698,203 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 32,602 | $1,670,529 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 5,034 | $1,590,013 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 6,022 | $1,581,657 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 9,566 | $1,580,536 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 6,499 | $1,558,671 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 3,500 | $1,280,324 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 24,624 | $1,273,561 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 12,003 | $1,251,538 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 25,475 | $1,150,198 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 9,876 | $1,085,776 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 10,641 | $1,076,976 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 6,079 | $1,073,808 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 3,848 | $1,014,194 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 14,038 | $1,010,065 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 8,060 | $931,415 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 34,114 | $916,650 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 7,061 | $914,564 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 18,053 | $893,421 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 10,651 | $893,086 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 4,817 | $837,365 | dollars as filed | |
| AMDOCS LTD | G02602103 | SHS | 9,184 | $834,826 | dollars as filed | |
| EMPLOYERS HOLDINGS INC | 292218104 | COMMON STOCK | 19,103 | $823,900 | dollars as filed | |
| Intel Corp | 458140100 | COM | 29,597 | $782,236 | dollars as filed | |
| FMC CORP COM NEW | 302491303 | Stock | 6,244 | $779,199 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 9,802 | $772,299 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 5,259 | $740,978 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 5,418 | $735,499 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 16,004 | $731,543 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 6,631 | $728,007 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 2,716 | $724,631 | dollars as filed | |
| INFOSYS LTD SPONSORED ADR | 456788108 | ADR | 40,220 | $724,366 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 2,019 | $678,700 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 8,721 | $631,760 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 13,221 | $629,870 | dollars as filed | |
| NATIONAL BK HLDGS CORP | 633707104 | CL A | 14,803 | $622,748 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 14,919 | $587,791 | dollars as filed | |
| ULTA BEAUTY INC COM | 90384S303 | Stock | 1,210 | $567,575 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 11,272 | $563,600 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 6,383 | $547,981 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 6,446 | $546,611 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 3,602 | $536,302 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 2,590 | $516,002 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 5,790 | $510,852 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 10,398 | $508,358 | dollars as filed | |
| BUCKLE INC COM | 118440106 | Stock | 11,205 | $508,162 | dollars as filed | |
| PREMIER INC | 74051N102 | CL A | 13,707 | $479,471 | dollars as filed | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 9,393 | $472,938 | dollars as filed | |
| ONE GAS INC COM | 68235P108 | Stock | 6,237 | $472,266 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 7,619 | $469,662 | dollars as filed | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 5,391 | $459,313 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 4,484 | $444,853 | dollars as filed | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 1,601 | $424,201 | dollars as filed | |
| HORMEL FOODS CORP COM | 440452100 | Stock | 9,207 | $419,368 | dollars as filed | |
| BP PLC SPONSORED ADR | 055622104 | ADR | 11,609 | $405,502 | dollars as filed | |
| KELLANOVA | 487836108 | COM | 5,562 | $396,267 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,241 | $383,345 | dollars as filed | |
| LAMB WESTON HLDGS INC | 513272104 | COM | 4,195 | $374,865 | dollars as filed | |
| MEDIFAST INC | 58470H101 | COM | 2,932 | $338,238 | dollars as filed | |
| ARISTA NETWORKS INC | 040413106 | COM | 2,703 | $328,009 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 1,484 | $327,032 | dollars as filed | |
| ALBEMARLE CORP | 012653101 | COM | 1,499 | $325,073 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 7,121 | $310,547 | dollars as filed | |
| GSK PLC SPONSORED ADR | 37733W204 | ADR | 7,924 | $278,449 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 4,747 | $265,737 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 2,197 | $263,450 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 5,096 | $237,998 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 11,997 | $231,422 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,328 | $225,282 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 10,036 | $220,993 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 2,580 | $216,720 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 13,470 | $149,921 | dollars as filed | |
| FIRST BANCORP CORPORATION | 318672706 | COM NEW | 10,679 | $135,837 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001767513-23-000001 | this filing | 2023-01-27 | acceptance time not in the bulk data set |