13F-HR filed by Human Investing LLC
Human Investing LLC filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-02-12, with 93 holding rows worth $463,190,070.
- Accession
- 0001767513-24-000001
- Filer
- CIK 1767513
- Filed
- 2024-02-12
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2023
A combination report, 108 entries on the cover page, a total value of $463,190,070 stated on the cover page (in dollars after the unit check, H1), rows summing to $463,190,070 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 | 259,638 | $113,409,838 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 970,535 | $46,488,653 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 155,633 | $26,519,813 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 236,672 | $26,419,771 | dollars as filed | |
| IJH | 464287507 | COM | 87,881 | $24,356,258 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 314,481 | $24,221,268 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 410,126 | $20,246,001 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 38,442 | $18,361,028 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 175,871 | $13,432,978 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 122,424 | $13,252,414 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 208,786 | $12,178,481 | dollars as filed | |
| VWO | 922042858 | SHS | 287,489 | $11,815,820 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 121,683 | $10,350,345 | dollars as filed | |
| Vanguard International High Dividend Yield ETF | 921946794 | SHS | 155,415 | $10,333,561 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 126,570 | $10,042,098 | dollars as filed | |
| VTI | 922908769 | COM | 21,064 | $4,996,722 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 41,470 | $4,502,452 | dollars as filed | |
| Apple Inc | 037833100 | COM | 22,148 | $4,264,147 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 46,598 | $4,117,394 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 52,277 | $3,844,967 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 3,199 | $3,570,853 | dollars as filed | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 57,880 | $3,199,572 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 13,077 | $2,852,789 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 7,286 | $2,739,692 | dollars as filed | |
| Vanguard ESG U.S. Corporate Bond ETF | 921910691 | SHS | 42,490 | $2,692,996 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 23,496 | $2,430,662 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 14,839 | $2,299,649 | dollars as filed | |
| BLOCK H & R INC COM | 093671105 | Stock | 45,030 | $2,178,102 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 35,919 | $2,130,718 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 2,783 | $1,622,081 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 26,650 | $1,544,631 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 5,265 | $1,516,468 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 24,686 | $1,392,270 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 12,362 | $1,303,353 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 3,637 | $1,260,370 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 3,051 | $904,654 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 17,567 | $896,799 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 11,490 | $856,896 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 5,424 | $850,181 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 4,975 | $848,090 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 5,985 | $836,029 | dollars as filed | |
| Intel Corp | 458140100 | COM | 15,933 | $800,646 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 25,923 | $780,025 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 2,115 | $742,299 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 6,168 | $734,659 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 5,069 | $733,058 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 6,228 | $655,334 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 5,732 | $624,903 | dollars as filed | |
| AMDOCS LTD | G02602103 | SHS | 7,066 | $621,031 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 8,451 | $594,513 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 6,282 | $591,011 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 5,020 | $552,588 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 8,671 | $551,996 | dollars as filed | |
| INFOSYS LTD SPONSORED ADR | 456788108 | ADR | 29,757 | $546,938 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,514 | $539,984 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 9,930 | $534,433 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 3,310 | $520,432 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 7,582 | $493,892 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 9,768 | $493,501 | dollars as filed | |
| GLOBAL X FDS | 37954Y889 | S&P 500 CATHOLIC | 8,417 | $488,086 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,152 | $478,918 | dollars as filed | |
| GARTNERINC | 366651107 | STOK | 1,041 | $469,651 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 8,840 | $447,146 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 3,669 | $445,821 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 1,919 | $432,754 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 8,268 | $424,232 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 2,579 | $421,796 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 20,176 | $417,846 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 4,080 | $391,719 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 704 | $373,574 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,415 | $353,867 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 4,363 | $347,798 | dollars as filed | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF | 78468R796 | SHS | 8,700 | $337,647 | dollars as filed | |
| ISHARES ESG SELECT SCREENED S&P 500 ETF | 46436E569 | ETF | 8,598 | $312,846 | dollars as filed | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 3,039 | $309,948 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 7,136 | $308,828 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,402 | $299,089 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 7,363 | $297,024 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 3,526 | $285,642 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 1,352 | $283,528 | dollars as filed | |
| iShares International Dividend Growth ETF | 46435G524 | SHS | 4,278 | $276,231 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,108 | $275,261 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,418 | $271,080 | dollars as filed | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 5,287 | $256,314 | dollars as filed | |
| EMPLOYERS HOLDINGS INC | 292218104 | COMMON STOCK | 6,496 | $255,943 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,734 | $244,348 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 10,760 | $234,353 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 2,936 | $221,109 | dollars as filed | |
| INTERDIGITAL INC COM | 45867G101 | Stock | 2,000 | $217,080 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 1,732 | $212,603 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 522 | $203,697 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 5,358 | $201,997 | dollars as filed | |
| BP PLC SPONSORED ADR | 055622104 | ADR | 5,655 | $200,187 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001767513-24-000001 | this filing | 2024-02-12 | acceptance time not in the bulk data set |