Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VOO) | 266,764 | +7,126 | $128,234 |
VOO | 266,764 | +7,126 | $128,234 |
VANGUARD TAX MANAGED FDS (VEA) | 995,477 | +24,942 | $49,943 |
VEA | 995,477 | +24,942 | $49,943 |
VANGUARD WHITEHALL FDS (VYM) | 234,432 | -2,240 | $28,364 |
VYM | 234,432 | -2,240 | $28,364 |
VANGUARD SPECIALIZED FUNDS (VIG) | 152,984 | -2,649 | $27,936 |
VIG | 152,984 | -2,649 | $27,936 |
ISHARES TR (IJH) | 448,668 | +360,787 | $27,252 |
IJH | 448,668 | +360,787 | $27,252 |
VANGUARD BD INDEX FDS (BSV) | 327,696 | +13,215 | $25,124 |
BSV | 327,696 | +13,215 | $25,124 |
VANGUARD CHARLOTTE FDS (BNDX) | 429,536 | +19,410 | $21,129 |
BNDX | 429,536 | +19,410 | $21,129 |
ISHARES TR (IVV) | 38,552 | +110 | $20,268 |
IVV | 38,552 | +110 | $20,268 |
VANGUARD BD INDEX FDS (BIV) | 184,470 | +8,599 | $13,909 |
BIV | 184,470 | +8,599 | $13,909 |
ISHARES TR (IJR) | 124,542 | +2,118 | $13,764 |
IJR | 124,542 | +2,118 | $13,764 |
VANGUARD SCOTTSDALE FDS (VGSH) | 219,914 | +11,128 | $12,770 |
VGSH | 219,914 | +11,128 | $12,770 |
VANGUARD INTL EQUITY INDEX F (VWO) | 296,447 | +8,958 | $12,383 |
VWO | 296,447 | +8,958 | $12,383 |
VANGUARD WORLD FD (ESGV) | 126,188 | +4,505 | $11,759 |
ESGV | 126,188 | +4,505 | $11,759 |
VANGUARD WHITEHALL FDS (VYMI) | 155,076 | -339 | $10,669 |
VYMI | 155,076 | -339 | $10,669 |
VANGUARD WHITEHALL FDS (VIGI) | 126,238 | -332 | $10,292 |
VIGI | 126,238 | -332 | $10,292 |
VANGUARD INDEX FDS (VTI) | 21,157 | +93 | $5,499 |
VTI | 21,157 | +93 | $5,499 |
VANGUARD INDEX FDS (VNQ) | 49,020 | +2,422 | $4,239 |
VNQ | 49,020 | +2,422 | $4,239 |
BROADCOM INC | 3,023 | -176 | $4,007 |
AVGO | 3,023 | -176 | $4,007 |
VANGUARD BD INDEX FDS (BND) | 51,360 | -917 | $3,730 |
BND | 51,360 | -917 | $3,730 |
NIKE INC | 37,994 | -3,476 | $3,571 |
NKE | 37,994 | -3,476 | $3,571 |
VANGUARD WORLD FD (VSGX) | 61,397 | +3,517 | $3,529 |
VSGX | 61,397 | +3,517 | $3,529 |
VANGUARD INDEX FDS (VV) | 13,017 | -60 | $3,121 |
VV | 13,017 | -60 | $3,121 |
VANGUARD WORLD FD (VCEB) | 49,475 | +6,985 | $3,105 |
VCEB | 49,475 | +6,985 | $3,105 |
MICROSOFT CORP | 7,321 | +35 | $3,080 |
MSFT | 7,321 | +35 | $3,080 |
APPLE INC | 17,751 | -4,397 | $3,044 |
AAPL | 17,751 | -4,397 | $3,044 |
NOVO NORDISK A S | 23,290 | -206 | $2,990 |
NVO | 23,290 | -206 | $2,990 |
ABBVIE INC | 14,787 | -52 | $2,693 |
ABBV | 14,787 | -52 | $2,693 |
VANGUARD SCOTTSDALE FDS (VGIT) | 41,758 | +5,839 | $2,445 |
VGIT | 41,758 | +5,839 | $2,445 |
BLOCK H & R INC | 44,551 | -479 | $2,188 |
HRB | 44,551 | -479 | $2,188 |
ELI LILLY & CO | 2,760 | -23 | $2,147 |
LLY | 2,760 | -23 | $2,147 |
VANGUARD STAR FDS (VXUS) | 27,286 | +636 | $1,645 |
VXUS | 27,286 | +636 | $1,645 |
SCHWAB STRATEGIC TR | 24,415 | -271 | $1,515 |
SCHX | 24,415 | -271 | $1,515 |
AMGEN INC | 5,118 | -147 | $1,455 |
AMGN | 5,118 | -147 | $1,455 |
HOME DEPOT INC | 3,612 | -25 | $1,386 |
HD | 3,612 | -25 | $1,386 |
ISHARES TR (SUB) | 12,606 | +244 | $1,320 |
SUB | 12,606 | +244 | $1,320 |
VANGUARD MUN BD FDS (VTEB) | 19,233 | +1,666 | $973 |
VTEB | 19,233 | +1,666 | $973 |
VANGUARD BD INDEX FDS (BLV) | 12,917 | +1,427 | $934 |
BLV | 12,917 | +1,427 | $934 |
ALPHABET INC | 5,890 | -95 | $889 |
GOOGL | 5,890 | -95 | $889 |
TEXAS INSTRS INC | 4,894 | -81 | $853 |
TXN | 4,894 | -81 | $853 |
QUALCOMM INC | 4,988 | -81 | $844 |
QCOM | 4,988 | -81 | $844 |
MCDONALDS CORP | 2,963 | -88 | $835 |
MCD | 2,963 | -88 | $835 |
JOHNSON & JOHNSON | 5,169 | -255 | $818 |
JNJ | 5,169 | -255 | $818 |
HP INC | 24,929 | -994 | $753 |
HPQ | 24,929 | -994 | $753 |
MERCK & CO INC | 5,608 | -124 | $740 |
MRK | 5,608 | -124 | $740 |
PAYCHEX INC | 6,011 | -157 | $738 |
PAYX | 6,011 | -157 | $738 |
ISHARES TR (ITOT) | 6,316 | +88 | $728 |
ITOT | 6,316 | +88 | $728 |
ACCENTURE PLC IRELAND | 2,090 | -25 | $725 |
ACN | 2,090 | -25 | $725 |
INTEL CORP | 15,142 | -791 | $669 |
INTC | 15,142 | -791 | $669 |
BERKSHIRE HATHAWAY INC DEL | $656 | ||
BRK.B | 1,560 | +46 | $656 |
AMDOCS LTD | 6,849 | -217 | $619 |
DOX | 6,849 | -217 | $619 |
See Full List: All Stocks Held By Human Investing LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Human Investing LLC
Size ($ in 1000's)
At 03/31/2024: $497,933 At 12/31/2023: $463,193 Combined Holding Report Includes:
Human Investing LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Human Investing LLC 13F filings. Link to 13F filings: SEC filings |