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Human Investing LLC

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13F filer, CIK 1767513, LAKE OSWEGO, OR

Human Investing LLC reported $634,882,904 across 96 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-04. Its ten largest share positions make up 73.12% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001767513-25-000003

Period
2025-06-30
Reported value
$635M
Holdings
96
Top 10 weight
73.12%
New
7
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VOOadded+13,736$7.81M
VEAadded+42,376$2.41M
VVadded+8,106$2.31M
IJHadded+32,865$2.04M
BNDXadded+21,601$1.07M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
KMBexited-1,813-$258K
GISexited-3,821-$228K
HRBreduced-3,797-$208K
NKEreduced-2,099-$149K
VIGIreduced-1,458-$131K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001767513-25-000003, largest first. % of portfolio is the value over $634,882,904, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,088 shares; 2024Q4: 282,786 shares; 2025Q1: 295,838 shares; 2025Q2: 309,574 shares 309,574$176M27.74%+13,736Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064,172 shares; 2024Q4: 1,128,018 shares; 2025Q1: 1,175,861 shares; 2025Q2: 1,218,237 shares 1,218,237$69.4M10.93%+42,376Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,313 shares; 2024Q4: 242,505 shares; 2025Q1: 247,882 shares; 2025Q2: 250,700 shares 250,700$33.4M5.27%+2,818Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,678 shares; 2024Q4: 158,525 shares; 2025Q1: 162,615 shares; 2025Q2: 163,236 shares 163,236$33.4M5.26%+621Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 467,926 shares; 2024Q4: 479,644 shares; 2025Q1: 500,277 shares; 2025Q2: 533,142 shares 533,142$33.1M5.21%+32,865Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,153 shares; 2024Q4: 371,351 shares; 2025Q1: 391,555 shares; 2025Q2: 405,079 shares 405,079$31.9M5.02%+13,524Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 475,818 shares; 2024Q4: 494,167 shares; 2025Q1: 523,725 shares; 2025Q2: 545,326 shares 545,326$27M4.25%+21,601Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,655 shares; 2024Q4: 38,109 shares; 2025Q1: 37,668 shares; 2025Q2: 39,310 shares 39,310$24.4M3.84%+1,642Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,963 shares; 2024Q4: 208,662 shares; 2025Q1: 221,810 shares; 2025Q2: 230,456 shares 230,456$17.8M2.81%+8,646Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,095 shares; 2024Q4: 331,654 shares; 2025Q1: 344,282 shares; 2025Q2: 357,736 shares 357,736$17.7M2.79%+13,454Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,214 shares; 2024Q4: 137,138 shares; 2025Q1: 143,825 shares; 2025Q2: 152,932 shares 152,932$16.7M2.63%+9,107Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,744 shares; 2024Q4: 134,856 shares; 2025Q1: 146,659 shares; 2025Q2: 150,010 shares 150,010$16.5M2.6%+3,351Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,491 shares; 2024Q4: 251,691 shares; 2025Q1: 266,081 shares; 2025Q2: 275,354 shares 275,354$16.2M2.55%+9,273Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,971 shares; 2024Q4: 165,691 shares; 2025Q1: 174,098 shares; 2025Q2: 173,234 shares 173,234$13.9M2.19%-864Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,643 shares; 2024Q4: 134,124 shares; 2025Q1: 137,662 shares; 2025Q2: 136,204 shares 136,204$12.3M1.93%-1,458Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,812 shares; 2024Q4: 27,391 shares; 2025Q1: 27,422 shares; 2025Q2: 27,406 shares 27,406$7.55M1.19%-16Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,072 shares; 2024Q4: 21,080 shares; 2025Q1: 21,175 shares; 2025Q2: 21,652 shares 21,652$6.58M1.04%+477Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,753 shares; 2024Q4: 11,551 shares; 2025Q1: 11,454 shares; 2025Q2: 19,560 shares 19,560$5.59M0.88%+8,106Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,745 shares; 2024Q4: 72,475 shares; 2025Q1: 79,064 shares; 2025Q2: 78,660 shares 78,660$5.14M0.81%-404Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,475 shares; 2024Q4: 52,014 shares; 2025Q1: 53,824 shares; 2025Q2: 53,050 shares 53,050$4.72M0.74%-774Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,288 shares; 2024Q4: 59,252 shares; 2025Q1: 60,082 shares; 2025Q2: 63,615 shares 63,615$4.68M0.74%+3,533Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,438 shares; 2024Q4: 7,190 shares; 2025Q1: 7,585 shares; 2025Q2: 7,636 shares 7,636$3.8M0.6%+51Timeline
VCEBVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,841 shares; 2024Q4: 53,930 shares; 2025Q1: 56,846 shares; 2025Q2: 58,888 shares 58,888$3.73M0.59%+2,042Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,680 shares; 2024Q4: 16,180 shares; 2025Q1: 16,016 shares; 2025Q2: 16,246 shares 16,246$3.33M0.53%+230Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,139 shares; 2024Q4: 46,205 shares; 2025Q1: 48,434 shares; 2025Q2: 49,646 shares 49,646$2.97M0.47%+1,212Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,722 shares; 2024Q4: 13,425 shares; 2025Q1: 13,073 shares; 2025Q2: 13,031 shares 13,031$2.42M0.38%-42Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,767 shares; 2024Q4: 29,641 shares; 2025Q1: 29,762 shares; 2025Q2: 31,072 shares 31,072$2.15M0.34%+1,310Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,058 shares; 2024Q4: 41,939 shares; 2025Q1: 40,947 shares; 2025Q2: 37,150 shares 37,150$2.04M0.32%-3,797Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,688 shares; 2024Q4: 2,323 shares; 2025Q1: 2,323 shares; 2025Q2: 2,325 shares 2,325$1.81M0.29%+2Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,139 shares; 2024Q4: 22,870 shares; 2025Q1: 26,310 shares; 2025Q2: 24,211 shares 24,211$1.72M0.27%-2,099Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,962 shares; 2024Q4: 58,307 shares; 2025Q1: 60,234 shares; 2025Q2: 65,107 shares 65,107$1.6M0.25%+4,873Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares 2$1.46M0.23%0Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,873 shares; 2024Q4: 22,006 shares; 2025Q1: 21,898 shares; 2025Q2: 20,522 shares 20,522$1.42M0.22%-1,376Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,054 shares; 2024Q4: 12,763 shares; 2025Q1: 13,279 shares; 2025Q2: 12,973 shares 12,973$1.38M0.22%-306Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,707 shares; 2025Q1: 4,344 shares; 2025Q2: 4,447 shares 4,447$1.24M0.2%+103Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,698 shares; 2024Q4: 3,259 shares; 2025Q1: 3,041 shares; 2025Q2: 2,981 shares 2,981$1.09M0.17%-60Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,392 shares; 2024Q4: 7,043 shares; 2025Q1: 8,532 shares; 2025Q2: 7,858 shares 7,858$1.06M0.17%-674Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,645 shares; 2024Q4: 22,200 shares; 2025Q1: 23,842 shares; 2025Q2: 21,201 shares 21,201$1.04M0.16%-2,641Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,665 shares; 2024Q4: 5,506 shares; 2025Q1: 5,387 shares; 2025Q2: 5,516 shares 5,516$972K0.15%+129Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,107 shares; 2024Q4: 9,989 shares; 2025Q1: 10,380 shares; 2025Q2: 14,807 shares 14,807$947K0.15%+4,427Timeline
BLVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,150 shares; 2024Q4: 13,215 shares; 2025Q1: 13,313 shares; 2025Q2: 13,554 shares 13,554$943K0.15%+241Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,297 shares; 2024Q4: 8,818 shares; 2025Q1: 8,662 shares; 2025Q2: 12,346 shares 12,346$938K0.15%+3,684Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,668 shares; 2025Q1: 1,688 shares; 2025Q2: 1,725 shares 1,725$838K0.13%+37Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,977 shares; 2024Q4: 3,897 shares; 2025Q1: 3,596 shares; 2025Q2: 3,789 shares 3,789$831K0.13%+193Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,767 shares; 2024Q4: 9,033 shares; 2025Q1: 9,033 shares; 2025Q2: 9,871 shares 9,871$824K0.13%+838Timeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,746 shares; 2024Q4: 8,423 shares; 2025Q1: 9,359 shares; 2025Q2: 9,940 shares 9,940$750K0.12%+581Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,768 shares; 2024Q4: 5,768 shares; 2025Q1: 5,686 shares; 2025Q2: 5,061 shares 5,061$736K0.12%-625Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,466 shares; 2024Q4: 10,283 shares; 2025Q1: 10,033 shares; 2025Q2: 11,631 shares 11,631$698K0.11%+1,598Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,830 shares; 2024Q4: 4,815 shares; 2025Q1: 4,219 shares; 2025Q2: 4,314 shares 4,314$687K0.11%+95Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 1,787 shares; 2025Q1: 1,864 shares; 2025Q2: 2,840 shares 2,840$673K0.11%+976Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares 3,000$673K0.11%0Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,615 shares; 2025Q1: 2,308 shares; 2025Q2: 2,295 shares 2,295$671K0.11%-13Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 3,068 shares; 2025Q1: 3,036 shares; 2025Q2: 5,390 shares 5,390$632K0.1%+2,354Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,731 shares; 2024Q4: 3,218 shares; 2025Q1: 3,114 shares; 2025Q2: 2,988 shares 2,988$620K0.1%-126Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,407 shares; 2024Q4: 23,894 shares; 2025Q1: 22,911 shares; 2025Q2: 25,157 shares 25,157$532K0.08%+2,246Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 9,789 shares; 2025Q2: 10,329 shares 10,329$526K0.08%+540Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 2,796 shares; 2025Q1: 2,641 shares; 2025Q2: 3,237 shares 3,237$511K0.08%+596Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,424 shares; 2024Q4: 3,692 shares; 2025Q1: 3,730 shares; 2025Q2: 3,343 shares 3,343$511K0.08%-387Timeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 4,294 shares; 2025Q1: 4,298 shares; 2025Q2: 6,364 shares 6,364$502K0.08%+2,066Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 1,664 shares; 2025Q1: 1,648 shares; 2025Q2: 1,635 shares 1,635$489K0.08%-13Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,784 shares; 2024Q4: 3,485 shares; 2025Q1: 3,156 shares; 2025Q2: 2,681 shares 2,681$488K0.08%-475Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,582 shares 1,582$482K0.08%+32Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 3,773 shares; 2025Q1: 3,636 shares; 2025Q2: 3,489 shares 3,489$475K0.07%-147Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,087 shares; 2024Q4: 9,997 shares; 2025Q1: 9,872 shares; 2025Q2: 9,903 shares 9,903$472K0.07%+31Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 554 shares; 2025Q1: not reported; 2025Q2: 1,658 shares 1,658$464K0.07%newTimeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 1,929 shares; 2025Q1: 1,541 shares; 2025Q2: 1,541 shares 1,541$454K0.07%0Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,736 shares; 2024Q4: 22,292 shares; 2025Q1: 21,614 shares; 2025Q2: 17,633 shares 17,633$431K0.07%-3,981Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,002 shares; 2024Q4: 25,795 shares; 2025Q1: 22,214 shares; 2025Q2: 21,314 shares 21,314$395K0.06%-900Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 1,796 shares; 2025Q1: 1,799 shares; 2025Q2: 1,801 shares 1,801$394K0.06%+2Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,770 shares; 2024Q4: 5,267 shares; 2025Q1: 4,841 shares; 2025Q2: 4,726 shares 4,726$374K0.06%-115Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,636 shares; 2024Q4: 10,636 shares; 2025Q1: 10,636 shares; 2025Q2: 10,636 shares 10,636$349K0.05%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,045 shares; 2025Q1: 1,136 shares; 2025Q2: 1,139 shares 1,139$330K0.05%+3Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,732 shares; 2025Q1: 1,916 shares; 2025Q2: 1,804 shares 1,804$313K0.05%-112Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,344 shares; 2025Q1: 1,432 shares; 2025Q2: 1,468 shares 1,468$312K0.05%+36Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares 682$298K0.05%0Timeline
DOXAMDOCS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,508 shares; 2024Q4: 4,608 shares; 2025Q1: 3,372 shares; 2025Q2: 3,267 shares 3,267$298K0.05%-105Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 1,941 shares; 2025Q1: 2,083 shares; 2025Q2: 2,083 shares 2,083$278K0.04%0Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,301 shares; 2024Q4: 5,524 shares; 2025Q1: 5,495 shares; 2025Q2: 3,895 shares 3,895$270K0.04%-1,600Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 2,796 shares; 2025Q1: 3,343 shares; 2025Q2: 2,419 shares 2,419$268K0.04%-924Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 1,806 shares; 2025Q1: 1,681 shares; 2025Q2: 1,683 shares 1,683$268K0.04%+2Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 652 shares 652$264K0.04%-7Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 576 shares; 2025Q1: 699 shares; 2025Q2: 651 shares 651$253K0.04%-48Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,658 shares; 2025Q1: 1,354 shares; 2025Q2: 1,374 shares 1,374$244K0.04%+20Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,605 shares; 2025Q2: 2,445 shares 2,445$243K0.04%-160Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 322 shares 322$238K0.04%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 135 shares; 2025Q1: not reported; 2025Q2: 176 shares 176$236K0.04%newTimeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 211 shares; 2025Q1: not reported; 2025Q2: 311 shares 311$234K0.04%newTimeline
EIGEMPLOYERS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,016 shares; 2024Q4: 4,948 shares; 2025Q1: 4,919 shares; 2025Q2: 4,919 shares 4,919$232K0.04%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: 461 shares; 2025Q1: 461 shares; 2025Q2: 461 shares 461$231K0.04%0Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 995 shares 995$228K0.04%0Timeline
DMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,013 shares 3,013$224K0.04%newTimeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: 2,173 shares; 2025Q1: 2,597 shares; 2025Q2: 2,032 shares 2,032$224K0.04%-565Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 2,941 shares; 2025Q1: 2,278 shares; 2025Q2: 2,366 shares 2,366$217K0.03%+88Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 532 shares; 2025Q1: not reported; 2025Q2: 389 shares 389$215K0.03%newTimeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,464 shares; 2025Q1: not reported; 2025Q2: 1,464 shares 1,464$214K0.03%newTimeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,060 shares; 2025Q1: 1,280 shares; 2025Q2: 1,046 shares 1,046$204K0.03%-234Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
KMBKIMBERLY-CLARK CORP1,813$258Kshares
GISGENERAL MILLS INC3,821$228Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001767513-25-000003 base2025-08-04acceptance time not in the bulk data set