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Human Investing LLC

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13F filer, CIK 1767513, LAKE OSWEGO, OR

Human Investing LLC reported $686,572,293 across 96 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-07. Its ten largest share positions make up 73.61% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001767513-26-000002

Period
2026-03-31
Reported value
$687M
Holdings
96
Top 10 weight
73.61%
New
5
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VVadded+2,696$806K
VIGadded+3,243$697K
ESGVadded+5,569$625K
VOOadded+878$525K
VGSHadded+7,350$430K

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
VEAreduced-37,526-$2.4M
IJRreduced-17,154-$2.13M
IJHreduced-30,525-$2.06M
BSVreduced-19,643-$1.54M
VWOreduced-22,239-$1.2M

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, Q1 2026

Share positions as resolved from 13F-HR 0001767513-26-000002, largest first. % of portfolio is the value over $686,572,293, 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; 2024Q2: restricted; 2024Q3: 273,088 shares; 2024Q4: 282,786 shares; 2025Q1: 295,838 shares; 2025Q2: 309,574 shares; 2025Q3: 307,240 shares; 2025Q4: 317,084 shares; 2026Q1: 317,962 shares 317,962$190M27.67%+878Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064,172 shares; 2024Q4: 1,128,018 shares; 2025Q1: 1,175,861 shares; 2025Q2: 1,218,237 shares; 2025Q3: 1,210,963 shares; 2025Q4: 1,245,935 shares; 2026Q1: 1,208,409 shares 1,208,409$77.4M11.28%-37,526Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 467,926 shares; 2024Q4: 479,644 shares; 2025Q1: 500,277 shares; 2025Q2: 533,142 shares; 2025Q3: 558,021 shares; 2025Q4: 582,099 shares; 2026Q1: 551,574 shares 551,574$37.2M5.43%-30,525Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,313 shares; 2024Q4: 242,505 shares; 2025Q1: 247,882 shares; 2025Q2: 250,700 shares; 2025Q3: 246,276 shares; 2025Q4: 246,463 shares; 2026Q1: 247,921 shares 247,921$36.7M5.35%+1,458Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,153 shares; 2024Q4: 371,351 shares; 2025Q1: 391,555 shares; 2025Q2: 405,079 shares; 2025Q3: 446,060 shares; 2025Q4: 469,069 shares; 2026Q1: 449,426 shares 449,426$35.2M5.13%-19,643Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,678 shares; 2024Q4: 158,525 shares; 2025Q1: 162,615 shares; 2025Q2: 163,236 shares; 2025Q3: 160,475 shares; 2025Q4: 157,578 shares; 2026Q1: 160,821 shares 160,821$34.6M5.04%+3,243Timeline
BNDXVANGUARD CHARLOTTE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475,818 shares; 2024Q4: 494,167 shares; 2025Q1: 523,725 shares; 2025Q2: 545,326 shares; 2025Q3: 605,085 shares; 2025Q4: 632,627 shares; 2026Q1: 627,219 shares 627,219$30.1M4.39%-5,408Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,655 shares; 2024Q4: 38,109 shares; 2025Q1: 37,668 shares; 2025Q2: 39,310 shares; 2025Q3: 39,848 shares; 2025Q4: 39,417 shares; 2026Q1: 38,922 shares 38,922$25.4M3.7%-495Timeline
BIVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,963 shares; 2024Q4: 208,662 shares; 2025Q1: 221,810 shares; 2025Q2: 230,456 shares; 2025Q3: 250,173 shares; 2025Q4: 262,127 shares; 2026Q1: 253,413 shares 253,413$19.6M2.85%-8,714Timeline
VGSHVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,491 shares; 2024Q4: 251,691 shares; 2025Q1: 266,081 shares; 2025Q2: 275,354 shares; 2025Q3: 304,871 shares; 2025Q4: 318,111 shares; 2026Q1: 325,461 shares 325,461$19.1M2.78%+7,350Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,214 shares; 2024Q4: 137,138 shares; 2025Q1: 143,825 shares; 2025Q2: 152,932 shares; 2025Q3: 160,591 shares; 2025Q4: 168,023 shares; 2026Q1: 150,869 shares 150,869$18.8M2.73%-17,154Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,095 shares; 2024Q4: 331,654 shares; 2025Q1: 344,282 shares; 2025Q2: 357,736 shares; 2025Q3: 350,668 shares; 2025Q4: 361,621 shares; 2026Q1: 339,382 shares 339,382$18.3M2.67%-22,239Timeline
ESGVVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,744 shares; 2024Q4: 134,856 shares; 2025Q1: 146,659 shares; 2025Q2: 150,010 shares; 2025Q3: 144,857 shares; 2025Q4: 145,903 shares; 2026Q1: 151,472 shares 151,472$17M2.48%+5,569Timeline
VYMIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,971 shares; 2024Q4: 165,691 shares; 2025Q1: 174,098 shares; 2025Q2: 173,234 shares; 2025Q3: 164,670 shares; 2025Q4: 163,556 shares; 2026Q1: 158,584 shares 158,584$14.9M2.18%-4,972Timeline
VIGIVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,643 shares; 2024Q4: 134,124 shares; 2025Q1: 137,662 shares; 2025Q2: 136,204 shares; 2025Q3: 136,065 shares; 2025Q4: 136,061 shares; 2026Q1: 136,531 shares 136,531$12.1M1.76%+470Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,812 shares; 2024Q4: 27,391 shares; 2025Q1: 27,422 shares; 2025Q2: 27,406 shares; 2025Q3: 26,669 shares; 2025Q4: 25,100 shares; 2026Q1: 24,889 shares 24,889$7.7M1.12%-211Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,072 shares; 2024Q4: 21,080 shares; 2025Q1: 21,175 shares; 2025Q2: 21,652 shares; 2025Q3: 21,064 shares; 2025Q4: 21,734 shares; 2026Q1: 21,885 shares 21,885$7.02M1.02%+151Timeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,753 shares; 2024Q4: 11,551 shares; 2025Q1: 11,454 shares; 2025Q2: 19,560 shares; 2025Q3: 19,236 shares; 2025Q4: 20,496 shares; 2026Q1: 23,192 shares 23,192$6.93M1.01%+2,696Timeline
VSGXVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,745 shares; 2024Q4: 72,475 shares; 2025Q1: 79,064 shares; 2025Q2: 78,660 shares; 2025Q3: 76,723 shares; 2025Q4: 76,817 shares; 2026Q1: 79,375 shares 79,375$5.69M0.83%+2,558Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,288 shares; 2024Q4: 59,252 shares; 2025Q1: 60,082 shares; 2025Q2: 63,615 shares; 2025Q3: 67,644 shares; 2025Q4: 76,549 shares; 2026Q1: 73,363 shares 73,363$5.4M0.79%-3,186Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,680 shares; 2024Q4: 16,180 shares; 2025Q1: 16,016 shares; 2025Q2: 16,246 shares; 2025Q3: 16,849 shares; 2025Q4: 16,948 shares; 2026Q1: 17,203 shares 17,203$4.37M0.64%+255Timeline
VNQVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,475 shares; 2024Q4: 52,014 shares; 2025Q1: 53,824 shares; 2025Q2: 53,050 shares; 2025Q3: 55,958 shares; 2025Q4: 57,756 shares; 2026Q1: 48,158 shares 48,158$4.27M0.62%-9,598Timeline
VCEBVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,841 shares; 2024Q4: 53,930 shares; 2025Q1: 56,846 shares; 2025Q2: 58,888 shares; 2025Q3: 62,344 shares; 2025Q4: 64,811 shares; 2026Q1: 64,263 shares 64,263$4.04M0.59%-548Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,139 shares; 2024Q4: 46,205 shares; 2025Q1: 48,434 shares; 2025Q2: 49,646 shares; 2025Q3: 52,570 shares; 2025Q4: 54,464 shares; 2026Q1: 54,864 shares 54,864$3.27M0.48%+400Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,438 shares; 2024Q4: 7,190 shares; 2025Q1: 7,585 shares; 2025Q2: 7,636 shares; 2025Q3: 7,706 shares; 2025Q4: 8,069 shares; 2026Q1: 8,479 shares 8,479$3.14M0.46%+410Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,767 shares; 2024Q4: 29,641 shares; 2025Q1: 29,762 shares; 2025Q2: 31,072 shares; 2025Q3: 30,615 shares; 2025Q4: 31,041 shares; 2026Q1: 30,745 shares 30,745$2.37M0.35%-296Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,688 shares; 2024Q4: 2,323 shares; 2025Q1: 2,323 shares; 2025Q2: 2,325 shares; 2025Q3: 2,320 shares; 2025Q4: 2,307 shares; 2026Q1: 2,324 shares 2,324$2.14M0.31%+17Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,722 shares; 2024Q4: 13,425 shares; 2025Q1: 13,073 shares; 2025Q2: 13,031 shares; 2025Q3: 10,780 shares; 2025Q4: 10,136 shares; 2026Q1: 9,469 shares 9,469$2.06M0.3%-667Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,665 shares; 2024Q4: 5,506 shares; 2025Q1: 5,387 shares; 2025Q2: 5,516 shares; 2025Q3: 6,178 shares; 2025Q4: 5,964 shares; 2026Q1: 6,638 shares 6,638$1.91M0.28%+674Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,962 shares; 2024Q4: 58,307 shares; 2025Q1: 60,234 shares; 2025Q2: 65,107 shares; 2025Q3: 64,345 shares; 2025Q4: 62,767 shares; 2026Q1: 63,828 shares 63,828$1.64M0.24%+1,061Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2$1.44M0.21%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,702 shares; 2024Q4: 4,707 shares; 2025Q1: 4,344 shares; 2025Q2: 4,447 shares; 2025Q3: 3,316 shares; 2025Q4: 3,597 shares; 2026Q1: 3,582 shares 3,582$1.26M0.18%-15Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,054 shares; 2024Q4: 12,763 shares; 2025Q1: 13,279 shares; 2025Q2: 12,973 shares; 2025Q3: 12,226 shares; 2025Q4: 11,342 shares; 2026Q1: 11,487 shares 11,487$1.22M0.18%+145Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,636 shares; 2024Q4: 10,636 shares; 2025Q1: 10,636 shares; 2025Q2: 10,636 shares; 2025Q3: 10,636 shares; 2025Q4: 18,355 shares; 2026Q1: 17,677 shares 17,677$1.2M0.18%-678Timeline
ITOTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,392 shares; 2024Q4: 7,043 shares; 2025Q1: 8,532 shares; 2025Q2: 7,858 shares; 2025Q3: 8,195 shares; 2025Q4: 8,434 shares; 2026Q1: 8,408 shares 8,408$1.2M0.17%-26Timeline
DGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,107 shares; 2024Q4: 9,989 shares; 2025Q1: 10,380 shares; 2025Q2: 14,807 shares; 2025Q3: 14,807 shares; 2025Q4: 16,905 shares; 2026Q1: 17,029 shares 17,029$1.2M0.17%+124Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,139 shares; 2024Q4: 22,870 shares; 2025Q1: 26,310 shares; 2025Q2: 24,211 shares; 2025Q3: 24,218 shares; 2025Q4: 23,733 shares; 2026Q1: 22,393 shares 22,393$1.18M0.17%-1,340Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,977 shares; 2024Q4: 3,897 shares; 2025Q1: 3,596 shares; 2025Q2: 3,789 shares; 2025Q3: 4,043 shares; 2025Q4: 4,001 shares; 2026Q1: 5,523 shares 5,523$1.15M0.17%+1,522Timeline
IDEVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,297 shares; 2024Q4: 8,818 shares; 2025Q1: 8,662 shares; 2025Q2: 12,346 shares; 2025Q3: 12,543 shares; 2025Q4: 12,804 shares; 2026Q1: 12,989 shares 12,989$1.09M0.16%+185Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,645 shares; 2024Q4: 22,200 shares; 2025Q1: 23,842 shares; 2025Q2: 21,201 shares; 2025Q3: 20,285 shares; 2025Q4: 19,884 shares; 2026Q1: 20,780 shares 20,780$1.04M0.15%+896Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,466 shares; 2024Q4: 10,283 shares; 2025Q1: 10,033 shares; 2025Q2: 11,631 shares; 2025Q3: 11,441 shares; 2025Q4: 13,519 shares; 2026Q1: 13,750 shares 13,750$959K0.14%+231Timeline
IDCCINTERDIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000$906K0.13%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,668 shares; 2025Q1: 1,688 shares; 2025Q2: 1,725 shares; 2025Q3: 1,826 shares; 2025Q4: 1,767 shares; 2026Q1: 1,854 shares 1,854$888K0.13%+87Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 1,787 shares; 2025Q1: 1,864 shares; 2025Q2: 2,840 shares; 2025Q3: 2,587 shares; 2025Q4: 3,070 shares; 2026Q1: 3,338 shares 3,338$874K0.13%+268Timeline
XVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,087 shares; 2024Q4: 9,997 shares; 2025Q1: 9,872 shares; 2025Q2: 9,903 shares; 2025Q3: 11,419 shares; 2025Q4: 16,964 shares; 2026Q1: 17,756 shares 17,756$874K0.13%+792Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,767 shares; 2024Q4: 9,033 shares; 2025Q1: 9,033 shares; 2025Q2: 9,871 shares; 2025Q3: 9,796 shares; 2025Q4: 9,423 shares; 2026Q1: 9,392 shares 9,392$850K0.12%-31Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,058 shares; 2024Q4: 41,939 shares; 2025Q1: 40,947 shares; 2025Q2: 37,150 shares; 2025Q3: 35,261 shares; 2025Q4: 30,380 shares; 2026Q1: 26,443 shares 26,443$839K0.12%-3,937Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 3,068 shares; 2025Q1: 3,036 shares; 2025Q2: 5,390 shares; 2025Q3: 5,439 shares; 2025Q4: 5,901 shares; 2026Q1: 6,073 shares 6,073$824K0.12%+172Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,895 shares; 2024Q4: 2,796 shares; 2025Q1: 2,641 shares; 2025Q2: 3,237 shares; 2025Q3: 3,339 shares; 2025Q4: 2,842 shares; 2026Q1: 4,619 shares 4,619$806K0.12%+1,777Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,424 shares; 2024Q4: 3,692 shares; 2025Q1: 3,730 shares; 2025Q2: 3,343 shares; 2025Q3: 3,568 shares; 2025Q4: 3,331 shares; 2026Q1: 3,195 shares 3,195$781K0.11%-136Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,698 shares; 2024Q4: 3,259 shares; 2025Q1: 3,041 shares; 2025Q2: 2,981 shares; 2025Q3: 2,956 shares; 2025Q4: 2,644 shares; 2026Q1: 2,288 shares 2,288$753K0.11%-356Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,550 shares; 2025Q2: 1,582 shares; 2025Q3: 1,582 shares; 2025Q4: 1,589 shares; 2026Q1: 1,748 shares 1,748$752K0.11%+159Timeline
CATHGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,746 shares; 2024Q4: 8,423 shares; 2025Q1: 9,359 shares; 2025Q2: 9,940 shares; 2025Q3: 9,558 shares; 2025Q4: 9,555 shares; 2026Q1: 9,607 shares 9,607$751K0.11%+52Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 554 shares; 2025Q1: not reported; 2025Q2: 1,658 shares; 2025Q3: 1,796 shares; 2025Q4: 2,075 shares; 2026Q1: 2,502 shares 2,502$718K0.1%+427Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,399 shares; 2026Q1: 14,525 shares 14,525$641K0.09%+126Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,615 shares; 2025Q1: 2,308 shares; 2025Q2: 2,295 shares; 2025Q3: 2,228 shares; 2025Q4: 1,983 shares; 2026Q1: 1,969 shares 1,969$612K0.09%-14Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 1,658 shares; 2025Q1: 1,354 shares; 2025Q2: 1,374 shares; 2025Q3: 2,165 shares; 2025Q4: 2,013 shares; 2026Q1: 2,107 shares 2,107$605K0.09%+94Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,873 shares; 2024Q4: 22,006 shares; 2025Q1: 21,898 shares; 2025Q2: 20,522 shares; 2025Q3: 18,810 shares; 2025Q4: 17,791 shares; 2026Q1: 16,402 shares 16,402$603K0.09%-1,389Timeline
IGROISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 4,294 shares; 2025Q1: 4,298 shares; 2025Q2: 6,364 shares; 2025Q3: 6,703 shares; 2025Q4: 6,875 shares; 2026Q1: 7,046 shares 7,046$590K0.09%+171Timeline
SPYXSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,700 shares; 2024Q4: 8,700 shares; 2025Q1: 9,789 shares; 2025Q2: 10,329 shares; 2025Q3: not reported; 2025Q4: 10,329 shares; 2026Q1: 10,329 shares 10,329$548K0.08%0Timeline
SCHHSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,407 shares; 2024Q4: 23,894 shares; 2025Q1: 22,911 shares; 2025Q2: 25,157 shares; 2025Q3: 24,585 shares; 2025Q4: 24,891 shares; 2026Q1: 23,814 shares 23,814$512K0.07%-1,077Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,830 shares; 2024Q4: 4,815 shares; 2025Q1: 4,219 shares; 2025Q2: 4,314 shares; 2025Q3: 4,365 shares; 2025Q4: 3,939 shares; 2026Q1: 3,778 shares 3,778$486K0.07%-161Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 576 shares; 2025Q1: 699 shares; 2025Q2: 651 shares; 2025Q3: 675 shares; 2025Q4: 656 shares; 2026Q1: 674 shares 674$478K0.07%+18Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,784 shares; 2024Q4: 3,485 shares; 2025Q1: 3,156 shares; 2025Q2: 2,681 shares; 2025Q3: 2,588 shares; 2025Q4: 2,552 shares; 2026Q1: 2,587 shares 2,587$428K0.06%+35Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 723 shares; 2026Q1: 1,239 shares 1,239$419K0.06%+516Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,770 shares; 2024Q4: 5,267 shares; 2025Q1: 4,841 shares; 2025Q2: 4,726 shares; 2025Q3: 4,004 shares; 2025Q4: 4,221 shares; 2026Q1: 3,278 shares 3,278$394K0.06%-943Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,301 shares; 2024Q4: 5,524 shares; 2025Q1: 5,495 shares; 2025Q2: 3,895 shares; 2025Q3: 4,923 shares; 2025Q4: 4,617 shares; 2026Q1: 5,032 shares 5,032$390K0.06%+415Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,731 shares; 2024Q4: 3,218 shares; 2025Q1: 3,114 shares; 2025Q2: 2,988 shares; 2025Q3: 2,949 shares; 2025Q4: 2,818 shares; 2026Q1: 1,937 shares 1,937$376K0.05%-881Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,045 shares; 2025Q1: 1,136 shares; 2025Q2: 1,139 shares; 2025Q3: 1,198 shares; 2025Q4: 1,155 shares; 2026Q1: 1,274 shares 1,274$375K0.05%+119Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 1,929 shares; 2025Q1: 1,541 shares; 2025Q2: 1,541 shares; 2025Q3: 1,508 shares; 2025Q4: 1,513 shares; 2026Q1: 1,531 shares 1,531$371K0.05%+18Timeline
PAYXPAYCHEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,768 shares; 2024Q4: 5,768 shares; 2025Q1: 5,686 shares; 2025Q2: 5,061 shares; 2025Q3: 4,695 shares; 2025Q4: 4,424 shares; 2026Q1: 3,951 shares 3,951$364K0.05%-473Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,396 shares 13,396$355K0.05%newTimeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 3,773 shares; 2025Q1: 3,636 shares; 2025Q2: 3,489 shares; 2025Q3: 3,461 shares; 2025Q4: 3,375 shares; 2026Q1: 3,246 shares 3,246$333K0.05%-129Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,732 shares; 2024Q4: 1,732 shares; 2025Q1: 1,916 shares; 2025Q2: 1,804 shares; 2025Q3: 1,853 shares; 2025Q4: 1,834 shares; 2026Q1: 1,834 shares 1,834$333K0.05%0Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 660 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 652 shares; 2025Q3: not reported; 2025Q4: 660 shares; 2026Q1: 662 shares 662$325K0.05%+2Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,549 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,954 shares; 2026Q1: 12,484 shares 12,484$309K0.05%+530Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 532 shares; 2025Q1: not reported; 2025Q2: 389 shares; 2025Q3: 394 shares; 2025Q4: 393 shares; 2026Q1: 531 shares 531$306K0.04%+138Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 682 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: not reported; 2025Q4: 682 shares; 2026Q1: 712 shares 712$297K0.04%+30Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,659 shares 1,659$281K0.04%newTimeline
DMXFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,013 shares; 2025Q3: 3,661 shares; 2025Q4: 3,634 shares; 2026Q1: 3,607 shares 3,607$272K0.04%-27Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,095 shares; 2024Q4: 1,095 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 553 shares; 2025Q4: 578 shares; 2026Q1: 712 shares 712$265K0.04%+134Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 1,796 shares; 2025Q1: 1,799 shares; 2025Q2: 1,801 shares; 2025Q3: 1,808 shares; 2025Q4: 1,614 shares; 2026Q1: 1,736 shares 1,736$255K0.04%+122Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 322 shares; 2025Q3: 360 shares; 2025Q4: 339 shares; 2026Q1: 444 shares 444$254K0.04%+105Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,464 shares; 2025Q1: not reported; 2025Q2: 1,464 shares; 2025Q3: 1,483 shares; 2025Q4: 1,249 shares; 2026Q1: 1,304 shares 1,304$252K0.04%+55Timeline
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,736 shares; 2024Q4: 22,292 shares; 2025Q1: 21,614 shares; 2025Q2: 17,633 shares; 2025Q3: 16,608 shares; 2025Q4: 15,086 shares; 2026Q1: 13,092 shares 13,092$251K0.04%-1,994Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,866 shares; 2024Q4: 1,664 shares; 2025Q1: 1,648 shares; 2025Q2: 1,635 shares; 2025Q3: 1,429 shares; 2025Q4: 1,300 shares; 2026Q1: 1,233 shares 1,233$244K0.04%-67Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: 2,173 shares; 2025Q1: 2,597 shares; 2025Q2: 2,032 shares; 2025Q3: 2,034 shares; 2025Q4: 2,193 shares; 2026Q1: 2,149 shares 2,149$243K0.04%-44Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,985 shares; 2024Q4: 2,941 shares; 2025Q1: 2,278 shares; 2025Q2: 2,366 shares; 2025Q3: not reported; 2025Q4: 2,596 shares; 2026Q1: 2,644 shares 2,644$237K0.03%+48Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,344 shares; 2025Q1: 1,432 shares; 2025Q2: 1,468 shares; 2025Q3: 1,470 shares; 2025Q4: 1,242 shares; 2026Q1: 1,231 shares 1,231$225K0.03%-11Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,189 shares; 2025Q4: 6,896 shares; 2026Q1: 7,216 shares 7,216$223K0.03%+320Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 995 shares; 2025Q3: 997 shares; 2025Q4: 942 shares; 2026Q1: 957 shares 957$220K0.03%+15Timeline
INFYINFOSYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,002 shares; 2024Q4: 25,795 shares; 2025Q1: 22,214 shares; 2025Q2: 21,314 shares; 2025Q3: 18,883 shares; 2025Q4: 18,119 shares; 2026Q1: 16,192 shares 16,192$219K0.03%-1,927Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,463 shares; 2024Q4: 2,796 shares; 2025Q1: 3,343 shares; 2025Q2: 2,419 shares; 2025Q3: 2,425 shares; 2025Q4: not reported; 2026Q1: 1,484 shares 1,484$207K0.03%newTimeline
EAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,839 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,261 shares 4,261$203K0.03%newTimeline
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: 1,060 shares; 2025Q1: 1,280 shares; 2025Q2: 1,046 shares; 2025Q3: 1,042 shares; 2025Q4: 1,071 shares; 2026Q1: 957 shares 957$202K0.03%-114Timeline
SCHPSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,961 shares 1,961$52.2K0.01%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
BLVVANGUARD BD INDEX FDS16,303$1.13Mshares
EMREMERSON ELEC CO2,071$275Kshares
ZBRAZEBRA TECHNOLOGIES CORPORATI948$230Kshares
MCOMOODYS CORP392$200Kshares

How Q1 2026 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 0001767513-26-000002 base2026-05-07acceptance time not in the bulk data set