13F-HR filed by Human Investing LLC
Human Investing LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-01-31, with 329 holding rows worth $563,909,228.
- Accession
- 0001767513-25-000001
- Filer
- CIK 1767513
- Filed
- 2025-01-31
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A combination report, 357 entries on the cover page, a total value of $563,909,228 stated on the cover page (in dollars after the unit check, H1), rows summing to $563,909,228 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 | 282,786 | $152,367,653 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 1,128,018 | $53,941,852 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 158,525 | $31,043,884 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 242,505 | $30,941,184 | dollars as filed | |
| IJH | 464287507 | COM | 479,644 | $29,886,616 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 371,351 | $28,694,266 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 494,167 | $24,238,859 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 38,109 | $22,434,256 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 137,138 | $15,801,027 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 208,662 | $15,593,288 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 251,691 | $14,643,372 | dollars as filed | |
| VWO | 922042858 | SHS | 331,654 | $14,606,045 | dollars as filed | |
| Vanguard ESG U.S. Stock ETF | 921910733 | SHS | 134,856 | $14,145,017 | dollars as filed | |
| Vanguard International High Dividend Yield ETF | 921946794 | SHS | 165,691 | $11,247,088 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 134,124 | $10,728,533 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 27,391 | $6,350,306 | dollars as filed | |
| VTI | 922908769 | COM | 21,080 | $6,109,189 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 52,014 | $4,633,372 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 59,252 | $4,260,812 | dollars as filed | |
| Vanguard ESG International Stock ETF | 921910725 | SHS | 72,475 | $4,109,335 | dollars as filed | |
| Apple Inc | 037833100 | COM | 16,180 | $4,051,727 | dollars as filed | |
| Vanguard ESG U.S. Corporate Bond ETF | 921910691 | SHS | 53,930 | $3,343,136 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 11,551 | $3,115,377 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 7,190 | $3,030,433 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 46,205 | $2,679,897 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 13,425 | $2,385,614 | dollars as filed | |
| BLOCK H & R INC COM | 093671105 | Stock | 41,939 | $2,216,057 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 22,006 | $1,892,957 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 2,323 | $1,793,111 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 29,641 | $1,746,767 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 22,870 | $1,730,573 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 2 | $1,361,840 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 58,307 | $1,351,543 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 12,763 | $1,346,226 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 3,259 | $1,267,540 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 4,707 | $1,226,782 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 22,200 | $1,112,893 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 5,506 | $1,042,264 | dollars as filed | |
| iShares Core S&P Total U.S. Stock Market ETF | 464287150 | SHS | 7,043 | $905,945 | dollars as filed | |
| VANGUARD BD INDEX FDS | 921937793 | LONG TERM BOND | 13,215 | $904,319 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,897 | $854,967 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 5,768 | $808,775 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 2,615 | $758,199 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,668 | $756,072 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 4,815 | $739,604 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 22,292 | $727,372 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 9,033 | $634,851 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 9,989 | $612,738 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 3,218 | $603,464 | dollars as filed | |
| GLOBAL X FDS | 37954Y889 | S&P 500 CATHOLIC | 8,423 | $596,685 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 16,945 | $586,128 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 1,664 | $585,238 | dollars as filed | |
| INTERDIGITAL INC COM | 45867G101 | Stock | 3,000 | $581,160 | dollars as filed | |
| ISHARES TR | 46435G326 | CORE MSCI INTL | 8,818 | $568,529 | dollars as filed | |
| INFOSYS LTD SPONSORED ADR | 456788108 | ADR | 25,795 | $565,431 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 10,283 | $537,015 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 3,692 | $533,899 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 5,267 | $523,962 | dollars as filed | |
| Schwab US REIT ETF | 808524847 | SHS | 23,894 | $503,190 | dollars as filed | |
| ISHARES ESG SELECT SCREENED S&P 500 ETF | 46436E569 | ETF | 9,997 | $452,864 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,095 | $442,347 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,787 | $429,348 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 3,773 | $426,753 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,929 | $424,053 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 3,485 | $419,471 | dollars as filed | |
| SPDR S&P 500 Fossil Fuel Reserves Free ETF | 78468R796 | SHS | 8,700 | $418,905 | dollars as filed | |
| AMDOCS LTD | G02602103 | SHS | 4,608 | $392,326 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,796 | $375,427 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,550 | $375,302 | dollars as filed | |
| ISHARES TR | 46429B663 | CORE HIGH DV ETF | 3,068 | $344,400 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 659 | $342,832 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 5,524 | $327,021 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,658 | $315,716 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 2,381 | $311,995 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,806 | $302,709 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,796 | $299,292 | dollars as filed | |
| iShares International Dividend Growth ETF | 46435G524 | SHS | 4,294 | $291,821 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 4,482 | $285,818 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 10,636 | $280,046 | dollars as filed | |
| iShares U.S. Technology ETF | 464287721 | SHS | 1,732 | $276,289 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 532 | $271,975 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 2,941 | $268,367 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 2,796 | $258,267 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 2,039 | $257,118 | dollars as filed | |
| EMPLOYERS HOLDINGS INC | 292218104 | COMMON STOCK | 4,948 | $253,487 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 682 | $251,897 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,045 | $250,497 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 1,941 | $240,499 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 1,344 | $239,732 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 2,173 | $220,625 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 461 | $218,011 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 444 | $215,768 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 576 | $208,968 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 2,171 | $205,117 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 1,060 | $202,333 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 995 | $200,782 | dollars as filed | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 3,015 | $170,951 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,464 | $169,415 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 487 | $154,025 | dollars as filed | |
| UNITED RENTALS INC COM | 911363109 | Stock | 211 | $148,637 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 554 | $146,407 | dollars as filed | |
| Eaton Corp. Plc | G29183103 | COM | 421 | $139,817 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 273 | $137,985 | dollars as filed | |
| VGT | 92204A702 | SHS | 214 | $133,066 | dollars as filed | |
| KLA CORP | 482480100 | COM | 193 | $121,614 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 6,549 | $121,157 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 135 | $120,329 | dollars as filed | |
| MCKESSON CORP COM | 58155Q103 | Stock | 201 | $114,590 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 213 | $112,321 | dollars as filed | |
| NETAPP INC COM | 64110D104 | Stock | 923 | $107,143 | dollars as filed | |
| PUBLIC SVC ENTERPRISE GROUP COM | 744573106 | Stock | 1,176 | $99,361 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 2,393 | $95,697 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 1,463 | $92,857 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 403 | $91,901 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 394 | $91,613 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 449 | $86,677 | dollars as filed | |
| iShares ESG Aware US Aggregate Bond ETF | 46435U549 | SHS | 1,839 | $85,401 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 3,200 | $84,897 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 294 | $82,009 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 1,096 | $81,115 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C730 | COM | 302 | $80,550 | dollars as filed | |
| SPROUTS FMRS MKT INC COM | 85208M102 | Stock | 633 | $80,436 | dollars as filed | |
| TRACTOR SUPPLY CO COM | 892356106 | Stock | 1,435 | $76,142 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 303 | $74,744 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 589 | $74,062 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 545 | $73,609 | dollars as filed | |
| ROYAL GOLD INC | 780287108 | COM | 550 | $72,518 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 201 | $72,371 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 180 | $68,834 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 733 | $66,227 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 1,282 | $65,562 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 1,104 | $63,381 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 262 | $62,791 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 340 | $61,947 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 86 | $61,296 | dollars as filed | |
| WILLIAMS SONOMA INC COM | 969904101 | Stock | 302 | $55,998 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 1,131 | $54,113 | dollars as filed | |
| ISHARES TR | 464288802 | ESG OPTIMIZED | 435 | $52,892 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 550 | $51,722 | dollars as filed | |
| LEIDOS HOLDINGS INC COM | 525327102 | Stock | 358 | $51,589 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 183 | $51,251 | dollars as filed | |
| LOEWS CORP COM | 540424108 | Stock | 600 | $50,814 | dollars as filed | |
| WISDOMTREE TR | 97717W307 | US LARGECAP DIVD | 650 | $50,564 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 560 | $48,327 | dollars as filed | |
| WISDOMTREE TR | 97717W315 | EMER MKT HIGH FD | 1,193 | $48,305 | dollars as filed | |
| PPG INDS INC COM | 693506107 | Stock | 400 | $47,780 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 743 | $44,818 | dollars as filed | |
| M & T BK CORP COM | 55261F104 | Stock | 234 | $43,995 | dollars as filed | |
| ULTRAGENYX PHARMACEUTICAL IN | 90400D108 | COM | 1,000 | $42,070 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 1,830 | $41,541 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 208 | $41,078 | dollars as filed | |
| WISDOMTREE TR | 97717W851 | JAPN HEDGE EQT | 370 | $40,808 | dollars as filed | |
| NATURAL GROCERS BY VITAMIN C | 63888U108 | COMMON STOCK | 1,002 | $39,800 | dollars as filed | |
| LABCORP HOLDINGS INC COM SHS | 504922105 | Stock | 169 | $38,756 | dollars as filed | |
| SPDR S&P 500 ESG ETF | 78468R531 | SHS | 684 | $38,629 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 254 | $38,624 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 132 | $36,472 | dollars as filed | |
| SCHD | 808524797 | COM | 1,191 | $32,539 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 443 | $31,638 | dollars as filed | |
| SHELL PLC SPON ADS | 780259305 | ADR | 500 | $31,325 | dollars as filed | |
| STERIS PLC SHS USD | G8473T100 | Stock | 152 | $31,246 | dollars as filed | |
| SEMPRA COM | 816851109 | Stock | 351 | $30,790 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 264 | $30,078 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 60 | $29,990 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 1,078 | $28,708 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 1,025 | $28,579 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 68 | $27,910 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 478 | $26,998 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 313 | $26,602 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 192 | $26,414 | dollars as filed | |
| SUN LIFE FINANCIAL INC. COM | 866796105 | Stock | 440 | $26,110 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 15 | $25,507 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 262 | $25,496 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 53 | $24,499 | dollars as filed | |
| ISHARES TR | 46432F834 | COM | 366 | $24,219 | dollars as filed | |
| ISHARES S&P GSCI COMMODITY- | 46428R107 | UNIT BEN INT | 1,100 | $23,947 | dollars as filed | |
| VANGUARD WORLD FD | 92204A405 | FINANCIALS ETF | 202 | $23,851 | dollars as filed | |
| ONEMAIN HLDGS INC COM | 68268W103 | Stock | 450 | $23,459 | dollars as filed | |
| SAP SE SPON ADR | 803054204 | ADR | 94 | $23,144 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 239 | $22,113 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 366 | $21,862 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 341 | $21,526 | dollars as filed | |
| SOUTHWESTAIRLSCO | 844741108 | STOK | 630 | $21,181 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 230 | $19,357 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 1,554 | $19,348 | dollars as filed | |
| STATE STR CORP COM | 857477103 | Stock | 191 | $18,747 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 245 | $18,733 | dollars as filed | |
| IShares Bitcoin Trust Registered | 46438F101 | SHS | 352 | $18,674 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 210 | $17,989 | dollars as filed | |
| NUTRIEN LTD COM | 67077M108 | Stock | 390 | $17,453 | dollars as filed | |
| VANGUARDRUSSELL2000ETF | 92206C664 | STOK | 188 | $16,795 | dollars as filed | |
| Linde plc | G54950103 | COM | 38 | $16,056 | dollars as filed | |
| SUMITOMO MITSUI FIN GRP INC | 86562M209 | SPONSORED ADR | 1,100 | $15,939 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 648 | $15,345 | dollars as filed | |
| YUM BRANDS INC COM | 988498101 | Stock | 110 | $14,758 | dollars as filed | |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 128 | $14,601 | dollars as filed | |
| MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | 606822104 | ADR | 1,200 | $14,064 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C847 | COM | 250 | $13,841 | dollars as filed | |
| POLARIS INC COM | 731068102 | Stock | 239 | $13,772 | dollars as filed | |
| MAIN STR CAP CORP | 56035L104 | COM | 235 | $13,767 | dollars as filed | |
| TYSON FOODS INC CL A | 902494103 | Stock | 230 | $13,212 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 222 | $12,845 | dollars as filed | |
| NUCOR CORP COM | 670346105 | Stock | 109 | $12,722 | dollars as filed | |
| TREACE MED CONCEPTS INC | 89455T109 | COM | 1,671 | $12,433 | dollars as filed | |
| ISHARES TR | 464288497 | DEVSMCP EXNA ETF | 223 | $11,965 | dollars as filed | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 20 | $11,533 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 217 | $11,386 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 73 | $11,043 | dollars as filed | |
| NLIGHT INC | 65487K100 | COM | 1,000 | $10,490 | dollars as filed | |
| TRANSUNION COM | 89400J107 | Stock | 113 | $10,477 | dollars as filed | |
| WEST PHARMACEUTICAL SVSC INC COM | 955306105 | Stock | 30 | $9,827 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 329 | $9,558 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524763 | FUNDAMENTAL US S | 312 | $9,267 | dollars as filed | |
| MANULIFE FINL CORP | 56501R106 | COM | 300 | $9,213 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 69 | $8,941 | dollars as filed | |
| PUBLIC STORAGE COM | 74460D109 | REIT | 28 | $8,385 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 73 | $8,108 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 108 | $7,743 | dollars as filed | |
| MIMEDX GROUP INC | 602496101 | COM | 800 | $7,696 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 36 | $7,647 | dollars as filed | |
| ARCH CAP GROUP LTD ORD | G0450A105 | Stock | 82 | $7,573 | dollars as filed | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 100 | $7,427 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 220 | $7,307 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q878 | HIGH YLD RESRCH | 150 | $6,908 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 28 | $6,247 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 8 | $5,684 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 40 | $5,515 | dollars as filed | |
| KENVUE INC | 49177J102 | COM | 240 | $5,124 | dollars as filed | |
| YUM CHINA HLDGS INC | 98850P109 | COM | 100 | $4,817 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524748 | FUNDAMENTAL INTL | 139 | $4,746 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 4 | $4,472 | dollars as filed | |
| NORTHWEST NAT HLDG CO COM | 66765N105 | Stock | 113 | $4,471 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 19 | $4,460 | dollars as filed | |
| WISDOMTREE TR | 97717W109 | US TOTAL DIVIDND | 57 | $4,325 | dollars as filed | |
| PACCAR INC COM | 693718108 | Stock | 41 | $4,265 | dollars as filed | |
| MONSTER BEVERAGE CORP NEW COM | 61174X109 | Stock | 80 | $4,205 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 17 | $4,096 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 10 | $4,027 | dollars as filed | |
| MOELIS & CO | 60786M105 | CL A | 54 | $3,990 | dollars as filed | |
| TAPESTRY INC COM | 876030107 | Stock | 59 | $3,829 | dollars as filed | |
| TKO GROUP HOLDINGS INC CL A | 87256C101 | Stock | 27 | $3,805 | dollars as filed | |
| SERVICE CORP INTL COM | 817565104 | Stock | 47 | $3,752 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 108 | $3,708 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 63 | $3,625 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 112 | $3,440 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 34 | $3,151 | dollars as filed | |
| MGIC INVT CORP WIS COM | 552848103 | Stock | 131 | $3,096 | dollars as filed | |
| WESTERN UN CO COM | 959802109 | Stock | 286 | $3,032 | dollars as filed | |
| WATERS CORP COM | 941848103 | Stock | 8 | $2,968 | dollars as filed | |
| WILLAMETTE VY VINEYARD I | 969136100 | COMMON STOCK | 800 | $2,680 | dollars as filed | |
| KROGER CO COM | 501044101 | Stock | 43 | $2,609 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 38 | $2,588 | dollars as filed | |
| KKR & CO INC | 48251W104 | COM | 17 | $2,515 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 17 | $2,431 | dollars as filed | |
| SPDR Bloomberg Emerging Markets Local Bond ETF | 78464A391 | SHS | 124 | $2,415 | dollars as filed | |
| SUNCOR ENERGY INC NEW COM | 867224107 | Stock | 67 | $2,391 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 7 | $2,344 | dollars as filed | |
| TELEDYNE TECHNOLOGIES INC COM | 879360105 | Stock | 5 | $2,321 | dollars as filed | |
| OWENS CORNING NEW | 690742101 | COM | 14 | $2,317 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 21 | $2,219 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 18 | $2,175 | dollars as filed | |
| VANECK ETF TRUST | 92189F791 | JUNIOR GOLD MINE | 50 | $2,138 | dollars as filed | |
| RB GLOBAL INC COM | 74935Q107 | Stock | 23 | $2,095 | dollars as filed | |
| WELLTOWER INC COM | 95040Q104 | REIT | 16 | $2,017 | dollars as filed | |
| JOHN HANCOCK EXCHANGE TRADED | 47804J206 | MULTIFACTOR MI | 32 | $1,912 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 6 | $1,897 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 24 | $1,895 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 4 | $1,878 | dollars as filed | |
| MICROCHIP TECHNOLOGY INC. COM | 595017104 | Stock | 31 | $1,778 | dollars as filed | |
| NORDSTROM INC | 655664100 | COM | 72 | $1,739 | dollars as filed | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 8 | $1,683 | dollars as filed | |
| MURPHY USA INC COM | 626755102 | Stock | 3 | $1,506 | dollars as filed | |
| Southern Company | 842587107 | COM | 18 | $1,482 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 21 | $1,476 | dollars as filed | |
| ALCON AG ORD SHS | H01301128 | Stock | 17 | $1,444 | dollars as filed | |
| XENIA HOTELS & RESORTS INC COM | 984017103 | REIT | 93 | $1,382 | dollars as filed | |
| TOYOTA MOTOR CORP ADS | 892331307 | ADR | 7 | $1,363 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 17 | $1,358 | dollars as filed | |
| SNAP ON INC COM | 833034101 | Stock | 4 | $1,358 | dollars as filed | |
| JUNIPER NETWORKS INC | 48203R104 | COM | 36 | $1,349 | dollars as filed | |
| VULCAN MATLS CO COM | 929160109 | Stock | 5 | $1,287 | dollars as filed | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 45 | $1,267 | dollars as filed | |
| TOTALENERGIES SE | 89151E109 | SPONSORED ADS | 21 | $1,145 | dollars as filed | |
| SOLVENTUM CORP COM SHS | 83444M101 | Stock | 17 | $1,124 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q738 | BETBULD MSCI | 12 | $1,124 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 9 | $1,104 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 50 | $1,102 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 32 | $1,086 | dollars as filed | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 46 | $1,082 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 11 | $1,069 | dollars as filed | |
| SONY GROUP CORP SPONSORED ADR | 835699307 | ADR | 50 | $1,058 | dollars as filed | |
| TEGNA INC COM | 87901J105 | Stock | 56 | $1,025 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 37 | $1,014 | dollars as filed | |
| ROYAL BK CDA COM | 780087102 | Stock | 8 | $965 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U302 | COM NEW | 30 | $915 | dollars as filed | |
| SPDR SER TR | 78468R721 | NUVEEN BLMBRG MU | 19 | $869 | dollars as filed | |
| WHEATON PRECIOUS METALS CORP COM | 962879102 | Stock | 15 | $844 | dollars as filed | |
| MKS INC. COM | 55306N104 | Stock | 8 | $836 | dollars as filed | |
| GARMIN LTD SHS | H2906T109 | Stock | 4 | $826 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 5 | $815 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 9 | $775 | dollars as filed | |
| ROBERT HALF INC. COM | 770323103 | Stock | 10 | $705 | dollars as filed | |
| TORONTO DOMINION BK ONT COM NEW | 891160509 | Stock | 13 | $693 | dollars as filed | |
| LENNAR CORP CL B | 526057302 | Stock | 5 | $661 | dollars as filed | |
| NUSHARES ETF TR | 67092P888 | NUVEEN ESG EMRGN | 21 | $610 | dollars as filed | |
| ISHARES TR | 464288653 | 10-20 YR TRS ETF | 6 | $598 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 1 | $592 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 13 | $588 | dollars as filed | |
| KYNDRYL HLDGS INC | 50155Q100 | COMMON STOCK | 16 | $554 | dollars as filed | |
| ICL GROUP LTD SHS | M53213100 | Stock | 105 | $521 | dollars as filed | |
| SYNCHRONYFINL | 87165B103 | STOK | 7 | $455 | dollars as filed | |
| MASCO CORP | 574599106 | COM | 6 | $436 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 4 | $414 | dollars as filed | |
| MANCHESTER UTD PLC NEW | G5784H106 | CMN | 20 | $347 | dollars as filed | |
| NUSHARES ETF TR | 67092P805 | NUVEEN ESG INTL | 11 | $331 | dollars as filed | |
| MATCH GROUP INC NEW | 57667L107 | COM | 10 | $328 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 11 | $319 | dollars as filed | |
| METLIFE INC COM | 59156R108 | Stock | 3 | $246 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 2 | $212 | dollars as filed | |
| SPDR SERIES TRUST | 78468R648 | SP KENSHO NEWEC | 4 | $204 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 5 | $192 | dollars as filed | |
| LYFT INC | 55087P104 | CL A COM | 14 | $181 | dollars as filed | |
| NUVEEN QUALITY MUNCP INCOME | 67066V101 | COM | 14 | $164 | dollars as filed | |
| SPDR Portfolio S&P 500 High Dividend ETF | 78468R788 | SHS | 3 | $130 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 2 | $99 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 9 | $96 | dollars as filed | |
| LIBERTY MEDIA CORP | 531229748 | CL A | 1 | $89 | dollars as filed | |
| ZIMVIE INC | 98888T107 | COM | 2 | $28 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 1 | $9 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001767513-25-000001 | this filing | 2025-01-31 | acceptance time not in the bulk data set |