Anderson Fisher
Latest statistics and disclosures from Human Investing's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, VEA, VYM, VIG, IJH, and represent 52.98% of Human Investing's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$22M), VOO, VEA, BSV, BNDX, BIV, VGSH, VCEB, ESGV, VWO.
- Started 6 new stock positions in WM, CAT, IVE, ANET, IVW, ORCL.
- Reduced shares in these 10 stocks: AAPL, VIG, IT, NKE, , HON, , VYM, AVGO, VZ.
- Sold out of its positions in MO, BP, IT, HON, TSLA, VZ.
- Human Investing was a net buyer of stock by $29M.
- Human Investing has $494M in assets under management (AUM), dropping by 6.66%.
- Central Index Key (CIK): 0001767513
Tip: Access up to 7 years of quarterly data
Positions held by Anderson Fisher consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Human Investing
Human Investing holds 93 positions in its portfolio as reported in the March 2024 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) | 26.0 | $128M | +2% | 267k | 480.69 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 10.1 | $50M | +2% | 996k | 50.17 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 5.7 | $28M | 234k | 120.99 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 5.7 | $28M | 153k | 182.62 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.5 | $27M | +410% | 449k | 60.74 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 5.1 | $25M | +4% | 328k | 76.67 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 4.3 | $21M | +4% | 430k | 49.19 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 4.1 | $20M | 39k | 525.74 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 2.8 | $14M | +4% | 185k | 75.40 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.8 | $14M | 125k | 110.51 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.6 | $13M | +5% | 220k | 58.07 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.5 | $12M | +3% | 296k | 41.77 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 2.4 | $12M | +3% | 126k | 93.19 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 2.2 | $11M | 155k | 68.80 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 2.1 | $10M | 126k | 81.54 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $5.5M | 21k | 261.27 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.9 | $4.2M | +5% | 49k | 86.50 |
|
| Broadcom (AVGO) | 0.8 | $4.0M | -5% | 3.0k | 1325.40 |
|
| Nike CL B (NKE) | 0.7 | $3.6M | -8% | 38k | 93.98 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.7 | $3.5M | +6% | 61k | 57.48 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.6 | $3.1M | 13k | 239.76 |
|
|
| Vanguard World Esg Us Corp Bd (VCEB) | 0.6 | $3.1M | +16% | 50k | 62.76 |
|
| Microsoft Corporation (MSFT) | 0.6 | $3.1M | 7.3k | 420.70 |
|
|
| Apple (AAPL) | 0.6 | $3.0M | -19% | 18k | 171.48 |
|
| Novo-nordisk A S Adr (NVO) | 0.6 | $3.0M | 23k | 128.40 |
|
|
| Abbvie (ABBV) | 0.5 | $2.7M | 15k | 182.10 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.5 | $2.4M | +16% | 42k | 58.55 |
|
| H&R Block (HRB) | 0.4 | $2.2M | 45k | 49.11 |
|
|
| Eli Lilly & Co. (LLY) | 0.4 | $2.1M | 2.8k | 777.87 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $1.6M | +2% | 27k | 60.30 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $1.5M | 24k | 62.49 |
|
|
| Amgen (AMGN) | 0.3 | $1.5M | -2% | 5.1k | 284.33 |
|
| Home Depot (HD) | 0.3 | $1.4M | 3.6k | 383.59 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $1.3M | 13k | 104.73 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.2 | $976k | 51k | 19.00 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $973k | +9% | 19k | 50.60 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $934k | +12% | 13k | 72.33 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $889k | 5.9k | 150.93 |
|
|
| Texas Instruments Incorporated (TXN) | 0.2 | $853k | 4.9k | 174.22 |
|
|
| Qualcomm (QCOM) | 0.2 | $844k | 5.0k | 169.28 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $835k | -2% | 3.0k | 281.95 |
|
| Johnson & Johnson (JNJ) | 0.2 | $818k | -4% | 5.2k | 158.18 |
|
| Hp (HPQ) | 0.2 | $753k | -3% | 25k | 30.22 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $752k | 6.3k | 119.11 |
|
|
| Merck & Co (MRK) | 0.1 | $740k | -2% | 5.6k | 131.95 |
|
| Paychex (PAYX) | 0.1 | $738k | -2% | 6.0k | 122.80 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $725k | 2.1k | 346.67 |
|
|
| Intel Corporation (INTC) | 0.1 | $669k | -4% | 15k | 44.17 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $656k | +3% | 1.6k | 420.52 |
|
| Amdocs SHS (DOX) | 0.1 | $619k | -3% | 6.8k | 90.37 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $610k | -2% | 8.2k | 74.22 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $580k | 10k | 58.06 |
|
|
| Philip Morris International (PM) | 0.1 | $554k | -3% | 6.0k | 91.62 |
|
| Amazon (AMZN) | 0.1 | $553k | -2% | 3.1k | 180.38 |
|
| Abbott Laboratories (ABT) | 0.1 | $535k | -6% | 4.7k | 113.67 |
|
| Infosys Sponsored Adr (INFY) | 0.1 | $521k | -2% | 29k | 17.93 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $512k | -4% | 8.0k | 63.64 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $493k | +8% | 9.6k | 51.37 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $484k | 1.9k | 252.31 |
|
|
| International Business Machines (IBM) | 0.1 | $481k | -2% | 2.5k | 190.96 |
|
| General Mills (GIS) | 0.1 | $475k | -10% | 6.8k | 69.97 |
|
| Cisco Systems (CSCO) | 0.1 | $475k | -2% | 9.5k | 49.91 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $459k | -3% | 3.5k | 129.35 |
|
| United Parcel Service CL B (UPS) | 0.1 | $457k | -7% | 3.1k | 148.63 |
|
| Ishares Tr Esg Scrnd S&p500 (XVV) | 0.1 | $407k | +17% | 10k | 40.30 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $380k | -7% | 654.00 | 581.04 |
|
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.1 | $372k | 8.7k | 42.80 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $362k | -7% | 4.0k | 90.06 |
|
| Starbucks Corporation (SBUX) | 0.1 | $344k | -7% | 3.8k | 91.39 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $336k | 3.0k | 110.21 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $335k | -14% | 2.1k | 162.24 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $335k | +2% | 1.4k | 233.89 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $325k | 7.3k | 44.70 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $289k | 1.4k | 205.72 |
|
|
| Ishares Tr Intl Div Grwth (IGRO) | 0.1 | $289k | 4.3k | 67.36 |
|
|
| Gilead Sciences (GILD) | 0.1 | $275k | +6% | 3.7k | 73.25 |
|
| Employers Holdings (EIG) | 0.1 | $269k | -8% | 5.9k | 45.39 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $262k | 1.7k | 152.24 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $254k | -43% | 4.7k | 54.23 |
|
| Unilever Spon Adr New (UL) | 0.0 | $241k | -9% | 4.8k | 50.19 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $234k | 1.7k | 135.06 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $226k | NEW | 1.8k | 125.61 |
|
| Arista Networks (ANET) | 0.0 | $222k | NEW | 766.00 | 289.98 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $215k | NEW | 1.1k | 186.81 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.0 | $215k | NEW | 2.5k | 84.44 |
|
| Waste Management (WM) | 0.0 | $214k | NEW | 1.0k | 213.15 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $213k | -12% | 9.4k | 22.75 |
|
| InterDigital (IDCC) | 0.0 | $213k | 2.0k | 106.46 |
|
|
| Caterpillar (CAT) | 0.0 | $210k | NEW | 574.00 | 366.46 |
|
| Moody's Corporation (MCO) | 0.0 | $205k | 522.00 | 392.69 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $20k | 20k | 1.00 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $17k | 8.7k | 2.00 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $2.9k | 2.9k | 1.00 |
|
Past Filings by Human Investing
SEC 13F filings are viewable for Human Investing going back to 2018
- Human Investing 2024 Q1 filed April 25, 2024
- Human Investing 2023 Q4 filed Feb. 12, 2024
- Human Investing 2023 Q3 filed Nov. 9, 2023
- Human Investing 2023 Q2 filed Aug. 7, 2023
- Human Investing 2023 Q1 filed May 10, 2023
- Human Investing 2022 Q4 filed Jan. 27, 2023
- Human Investing 2022 Q3 filed Oct. 31, 2022
- Human Investing 2022 Q2 filed July 27, 2022
- Human Investing 2022 Q1 filed May 5, 2022
- Human Investing 2021 Q4 filed Feb. 10, 2022
- Human Investing 2021 Q3 filed Nov. 4, 2021
- Human Investing 2021 Q2 filed Aug. 2, 2021
- Human Investing 2021 Q1 filed May 5, 2021
- Anderson Fisher 2020 Q4 filed Feb. 4, 2021
- Anderson Fisher 2020 Q3 filed Oct. 27, 2020
- Anderson Fisher 2020 Q2 filed July 22, 2020