Human Investing as of March 31, 2023
Portfolio Holdings for Human Investing
Human Investing holds 99 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 22.7 | $93M | 248k | 376.07 | |
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 10.0 | $41M | 911k | 45.17 | |
Vanguard Bd Index Fds Short Trm Bond (BSV) | 5.8 | $24M | 313k | 76.49 | |
Vanguard Whitehall Fds High Div Yld (VYM) | 5.4 | $22M | 211k | 105.50 | |
Vanguard Specialized Funds Div App Etf (VIG) | 5.4 | $22M | 145k | 154.01 | |
Ishares Tr Core S&p Mcp Etf (IJH) | 5.0 | $20M | 82k | 250.16 | |
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 4.7 | $19M | 392k | 48.92 | |
Ishares Tr Core S&p500 Etf (IVV) | 3.9 | $16M | 39k | 411.08 | |
Vanguard Bd Index Fds Intermed Term (BIV) | 3.2 | $13M | 174k | 76.74 | |
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.8 | $12M | 197k | 58.54 | |
Ishares Tr Core S&p Scp Etf (IJR) | 2.6 | $11M | 112k | 96.70 | |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.5 | $10M | 254k | 40.40 | |
Vanguard Whitehall Fds Intl High Etf (VYMI) | 2.2 | $9.2M | 148k | 61.95 | |
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 2.2 | $9.1M | 124k | 73.68 | |
Vanguard World Esg Us Stk Etf (ESGV) | 1.7 | $7.2M | 100k | 71.71 | |
Nike CL B (NKE) | 1.1 | $4.7M | 38k | 122.64 | |
Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $4.2M | 21k | 204.10 | |
Vanguard Index Fds Real Estate Etf (VNQ) | 0.9 | $3.8M | 46k | 83.04 | |
Apple (AAPL) | 0.9 | $3.7M | 23k | 164.90 | |
Vanguard World Esg Intl Stk Etf (VSGX) | 0.8 | $3.2M | 61k | 52.36 | |
Abbvie (ABBV) | 0.7 | $2.9M | 18k | 159.37 | |
Broadcom (AVGO) | 0.7 | $2.8M | 4.3k | 641.50 | |
Vanguard World Esg Us Corp Bd (VCEB) | 0.6 | $2.3M | 37k | 62.70 | |
Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $2.2M | 29k | 73.83 | |
Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $2.1M | 11k | 186.81 | |
Novo-nordisk A S Adr (NVO) | 0.5 | $2.1M | 13k | 159.14 | |
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.5 | $1.9M | 31k | 59.96 | |
H&R Block (HRB) | 0.5 | $1.9M | 53k | 35.25 | |
Microsoft Corporation (MSFT) | 0.4 | $1.8M | 6.4k | 288.32 | |
Merck & Co (MRK) | 0.4 | $1.6M | 15k | 106.39 | |
Texas Instruments Incorporated (TXN) | 0.4 | $1.6M | 8.7k | 186.00 | |
Home Depot (HD) | 0.3 | $1.4M | 4.6k | 295.15 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $1.4M | 25k | 55.21 | |
Amgen (AMGN) | 0.3 | $1.2M | 5.1k | 241.76 | |
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $1.2M | 26k | 48.37 | |
Eli Lilly & Co. (LLY) | 0.3 | $1.2M | 3.4k | 343.39 | |
Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $1.1M | 11k | 104.68 | |
McDonald's Corporation (MCD) | 0.3 | $1.1M | 4.1k | 279.59 | |
Pfizer (PFE) | 0.3 | $1.1M | 28k | 40.80 | |
Hp (HPQ) | 0.2 | $979k | 33k | 29.35 | |
Johnson & Johnson (JNJ) | 0.2 | $944k | 6.1k | 154.99 | |
Bristol Myers Squibb (BMY) | 0.2 | $907k | 13k | 69.31 | |
United Parcel Service CL B (UPS) | 0.2 | $904k | 4.7k | 193.99 | |
Paychex (PAYX) | 0.2 | $902k | 7.9k | 114.60 | |
General Mills (GIS) | 0.2 | $868k | 10k | 85.46 | |
Philip Morris International (PM) | 0.2 | $857k | 8.8k | 97.25 | |
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $833k | 16k | 50.66 | |
Qualcomm (QCOM) | 0.2 | $821k | 6.4k | 127.59 | |
Amdocs SHS (DOX) | 0.2 | $806k | 8.4k | 96.03 | |
Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $790k | 10k | 76.64 | |
Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $751k | 2.6k | 285.77 | |
Infosys Sponsored Adr (INFY) | 0.2 | $693k | 40k | 17.44 | |
Abbott Laboratories (ABT) | 0.2 | $646k | 6.4k | 101.26 | |
Ishares Tr Core Div Grwth (DGRO) | 0.2 | $638k | 13k | 49.99 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $613k | 5.9k | 103.73 | |
Cisco Systems (CSCO) | 0.1 | $610k | 12k | 52.27 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $603k | 4.5k | 134.21 | |
Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $579k | 6.4k | 90.55 | |
Altria (MO) | 0.1 | $567k | 13k | 44.62 | |
Colgate-Palmolive Company (CL) | 0.1 | $564k | 7.5k | 75.15 | |
International Business Machines (IBM) | 0.1 | $559k | 4.3k | 131.09 | |
Fortinet (FTNT) | 0.1 | $547k | 8.2k | 66.46 | |
Intel Corporation (INTC) | 0.1 | $537k | 16k | 32.67 | |
Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $526k | 964.00 | 545.67 | |
Gilead Sciences (GILD) | 0.1 | $517k | 6.2k | 82.97 | |
Gartner (IT) | 0.1 | $504k | 1.5k | 325.79 | |
Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $468k | 7.0k | 66.85 | |
Starbucks Corporation (SBUX) | 0.1 | $463k | 4.4k | 104.13 | |
Marriott Intl Cl A (MAR) | 0.1 | $444k | 2.7k | 166.04 | |
Unilever Spon Adr New (UL) | 0.1 | $437k | 8.4k | 51.93 | |
BP Sponsored Adr (BP) | 0.1 | $426k | 11k | 37.94 | |
Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $423k | 7.9k | 53.61 | |
Verizon Communications (VZ) | 0.1 | $420k | 11k | 38.89 | |
Lowe's Companies (LOW) | 0.1 | $413k | 2.1k | 199.96 | |
Buckle (BKE) | 0.1 | $389k | 11k | 35.69 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $386k | 1.3k | 308.77 | |
Illinois Tool Works (ITW) | 0.1 | $352k | 1.4k | 243.40 | |
Employers Holdings (EIG) | 0.1 | $311k | 7.5k | 41.69 | |
Arista Networks (ANET) | 0.1 | $309k | 1.8k | 167.86 | |
One Gas (OGS) | 0.1 | $297k | 3.7k | 79.23 | |
Lamb Weston Hldgs (LW) | 0.1 | $294k | 2.8k | 104.52 | |
Ishares Tr Core Msci Intl (IDEV) | 0.1 | $285k | 4.7k | 60.47 | |
GSK Sponsored Adr (GSK) | 0.1 | $281k | 7.9k | 35.58 | |
Amazon (AMZN) | 0.1 | $281k | 2.7k | 103.29 | |
Booking Holdings (BKNG) | 0.1 | $279k | 105.00 | 2652.42 | |
Ishares Core Msci Emkt (IEMG) | 0.1 | $277k | 5.7k | 48.79 | |
Kellogg Company (K) | 0.1 | $272k | 4.1k | 66.97 | |
Albemarle Corporation (ALB) | 0.1 | $272k | 1.2k | 221.04 | |
Spdr Gold Tr Gold Shs (GLD) | 0.1 | $260k | 1.4k | 183.22 | |
Us Bancorp Del Com New (USB) | 0.1 | $257k | 7.1k | 36.05 | |
Tesla Motors (TSLA) | 0.1 | $253k | 1.2k | 207.52 | |
Ishares Tr Esg Scrnd S&p500 (XVV) | 0.1 | $243k | 7.9k | 30.90 | |
Ishares Silver Tr Ishares (SLV) | 0.1 | $238k | 11k | 22.12 | |
Fmc Corp Com New (FMC) | 0.1 | $233k | 1.9k | 122.13 | |
Global X Fds S&p 500 Catholic (CATH) | 0.1 | $210k | 4.2k | 50.20 | |
Medifast (MED) | 0.1 | $209k | 2.0k | 103.67 | |
4068594 Enphase Energy (ENPH) | 0.1 | $209k | 994.00 | 210.28 | |
Bhp Group Sponsored Ads (BHP) | 0.0 | $200k | 3.2k | 63.41 | |
Viatris (VTRS) | 0.0 | $104k | 11k | 9.62 |