Human Investing as of June 30, 2023
Portfolio Holdings for Human Investing
Human Investing holds 99 positions in its portfolio as reported in the June 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) | 23.8 | $104M | 256k | 407.28 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 9.9 | $43M | 936k | 46.18 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 5.7 | $25M | 154k | 162.43 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 5.5 | $24M | 321k | 75.57 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 5.4 | $24M | 221k | 106.07 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 5.1 | $23M | 86k | 261.48 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 4.5 | $20M | 402k | 48.88 | |
| Ishares Tr Core S&p500 Etf (IVV) | 4.1 | $18M | 40k | 445.71 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 3.1 | $14M | 180k | 75.23 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.7 | $12M | 119k | 99.65 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 2.6 | $12M | 200k | 57.73 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.5 | $11M | 267k | 40.68 | |
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 2.2 | $9.8M | 156k | 63.20 | |
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 2.2 | $9.7M | 130k | 75.09 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 1.9 | $8.1M | 104k | 78.35 | |
| Apple (AAPL) | 1.1 | $4.7M | 24k | 193.97 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $4.6M | 21k | 220.28 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 1.0 | $4.3M | 51k | 83.56 | |
| Nike CL B (NKE) | 1.0 | $4.3M | 39k | 110.37 | |
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.8 | $3.4M | 63k | 53.11 | |
| Broadcom (AVGO) | 0.7 | $3.2M | 3.7k | 867.39 | |
| Vanguard World Esg Us Corp Bd (VCEB) | 0.5 | $2.4M | 38k | 61.98 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.5 | $2.3M | 11k | 202.71 | |
| Microsoft Corporation (MSFT) | 0.5 | $2.2M | 6.5k | 340.54 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.5 | $2.2M | 30k | 72.69 | |
| Abbvie (ABBV) | 0.5 | $2.1M | 16k | 134.73 | |
| Novo-nordisk A S Adr (NVO) | 0.5 | $2.1M | 13k | 161.83 | |
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $1.9M | 33k | 58.66 | |
| H&R Block (HRB) | 0.4 | $1.6M | 52k | 31.87 | |
| Eli Lilly & Co. (LLY) | 0.3 | $1.5M | 3.2k | 468.93 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $1.4M | 25k | 56.08 | |
| Home Depot (HD) | 0.3 | $1.4M | 4.5k | 310.67 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $1.3M | 25k | 52.37 | |
| Merck & Co (MRK) | 0.3 | $1.3M | 11k | 115.39 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $1.2M | 12k | 104.04 | |
| Johnson & Johnson (JNJ) | 0.3 | $1.2M | 7.0k | 165.52 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $1.1M | 6.0k | 180.02 | |
| Amgen (AMGN) | 0.2 | $1.1M | 4.8k | 222.03 | |
| McDonald's Corporation (MCD) | 0.2 | $1.1M | 3.6k | 298.39 | |
| Hp (HPQ) | 0.2 | $962k | 31k | 30.71 | |
| Bristol Myers Squibb (BMY) | 0.2 | $956k | 15k | 63.95 | |
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.2 | $832k | 11k | 74.92 | |
| Paychex (PAYX) | 0.2 | $832k | 7.4k | 111.87 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $825k | 16k | 50.22 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $764k | 2.5k | 308.62 | |
| United Parcel Service CL B (UPS) | 0.2 | $763k | 4.3k | 179.24 | |
| Philip Morris International (PM) | 0.2 | $760k | 7.8k | 97.62 | |
| Cisco Systems (CSCO) | 0.2 | $751k | 15k | 51.74 | |
| Amdocs SHS (DOX) | 0.2 | $746k | 7.6k | 98.85 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $746k | 5.4k | 138.06 | |
| Qualcomm (QCOM) | 0.2 | $739k | 6.2k | 119.04 | |
| General Mills (GIS) | 0.2 | $738k | 9.6k | 76.70 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $735k | 6.1k | 119.70 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $700k | 6.9k | 100.79 | |
| Pfizer (PFE) | 0.2 | $699k | 19k | 36.68 | |
| Abbott Laboratories (ABT) | 0.1 | $657k | 6.0k | 109.03 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $630k | 9.3k | 67.50 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $607k | 6.2k | 97.84 | |
| Infosys Sponsored Adr (INFY) | 0.1 | $600k | 37k | 16.07 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $564k | 1.7k | 341.00 | |
| Intel Corporation (INTC) | 0.1 | $541k | 16k | 33.44 | |
| Colgate-Palmolive Company (CL) | 0.1 | $516k | 6.7k | 77.04 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $513k | 9.9k | 51.53 | |
| International Business Machines (IBM) | 0.1 | $505k | 3.8k | 133.80 | |
| Gartner (IT) | 0.1 | $495k | 1.4k | 350.33 | |
| Fortinet (FTNT) | 0.1 | $488k | 6.4k | 75.59 | |
| Altria (MO) | 0.1 | $486k | 11k | 45.30 | |
| Global X Fds S&p 500 Catholic (CATH) | 0.1 | $471k | 8.7k | 54.44 | |
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $467k | 8.9k | 52.43 | |
| Marriott Intl Cl A (MAR) | 0.1 | $446k | 2.4k | 183.69 | |
| Starbucks Corporation (SBUX) | 0.1 | $425k | 4.3k | 99.07 | |
| Unilever Spon Adr New (UL) | 0.1 | $398k | 7.6k | 52.13 | |
| Gilead Sciences (GILD) | 0.1 | $396k | 5.1k | 77.06 | |
| Amazon (AMZN) | 0.1 | $396k | 3.0k | 130.36 | |
| Verizon Communications (VZ) | 0.1 | $381k | 10k | 37.19 | |
| Illinois Tool Works (ITW) | 0.1 | $326k | 1.3k | 250.15 | |
| Tesla Motors (TSLA) | 0.1 | $321k | 1.2k | 261.72 | |
| BP Sponsored Adr (BP) | 0.1 | $319k | 9.0k | 35.29 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $310k | 6.3k | 49.29 | |
| Ishares Tr Core Msci Intl (IDEV) | 0.1 | $288k | 4.7k | 61.12 | |
| Ishares Tr Esg Scrnd S&p500 (XVV) | 0.1 | $286k | 8.4k | 33.82 | |
| Employers Holdings (EIG) | 0.1 | $266k | 7.1k | 37.41 | |
| Lamb Weston Hldgs (LW) | 0.1 | $262k | 2.3k | 114.95 | |
| Buckle (BKE) | 0.1 | $260k | 7.5k | 34.60 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $253k | 1.4k | 178.27 | |
| GSK Sponsored Adr (GSK) | 0.1 | $248k | 7.0k | 35.64 | |
| Booking Holdings (BKNG) | 0.1 | $244k | 90.00 | 2707.30 | |
| Kellogg Company (K) | 0.1 | $240k | 3.6k | 67.40 | |
| Us Bancorp Del Com New (USB) | 0.1 | $236k | 7.1k | 33.04 | |
| Palo Alto Networks (PANW) | 0.1 | $228k | 892.00 | 255.57 | |
| Procter & Gamble Company (PG) | 0.1 | $228k | 1.5k | 151.72 | |
| Arista Networks (ANET) | 0.1 | $228k | 1.4k | 162.06 | |
| Ishares Silver Tr Ishares (SLV) | 0.1 | $225k | 11k | 20.89 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $217k | 2.1k | 103.74 | |
| Oracle Corporation (ORCL) | 0.0 | $214k | 1.8k | 119.09 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $212k | 2.0k | 107.25 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $208k | 1.7k | 120.96 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $208k | 1.9k | 108.84 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $204k | 2.9k | 71.03 |
