Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
VANGUARD INDEX FDS (VOO) | 259,638 | -4,239 | $113,410 |
VOO | 259,638 | -4,239 | $113,410 |
VANGUARD TAX MANAGED FDS (VEA) | 970,535 | +10,093 | $46,489 |
VEA | 970,535 | +10,093 | $46,489 |
VANGUARD SPECIALIZED FUNDS (VIG) | 155,633 | +14 | $26,520 |
VIG | 155,633 | +14 | $26,520 |
VANGUARD WHITEHALL FDS (VYM) | 236,672 | +12,217 | $26,420 |
VYM | 236,672 | +12,217 | $26,420 |
ISHARES TR (IJH) | 87,881 | +59 | $24,356 |
IJH | 87,881 | +59 | $24,356 |
VANGUARD BD INDEX FDS (BSV) | 314,481 | -9,811 | $24,221 |
BSV | 314,481 | -9,811 | $24,221 |
VANGUARD CHARLOTTE FDS (BNDX) | 410,126 | +1,868 | $20,246 |
BNDX | 410,126 | +1,868 | $20,246 |
ISHARES TR (IVV) | 38,442 | -1,149 | $18,361 |
IVV | 38,442 | -1,149 | $18,361 |
VANGUARD BD INDEX FDS (BIV) | 175,871 | -7,286 | $13,433 |
BIV | 175,871 | -7,286 | $13,433 |
ISHARES TR (IJR) | 122,424 | +1,242 | $13,252 |
IJR | 122,424 | +1,242 | $13,252 |
VANGUARD SCOTTSDALE FDS (VGSH) | 208,786 | +4,533 | $12,178 |
VGSH | 208,786 | +4,533 | $12,178 |
VANGUARD INTL EQUITY INDEX F (VWO) | 287,489 | +13,976 | $11,816 |
VWO | 287,489 | +13,976 | $11,816 |
VANGUARD WORLD FD (ESGV) | 121,683 | -1,725 | $10,350 |
ESGV | 121,683 | -1,725 | $10,350 |
VANGUARD WHITEHALL FDS (VYMI) | 155,415 | -475 | $10,334 |
VYMI | 155,415 | -475 | $10,334 |
VANGUARD WHITEHALL FDS (VIGI) | 126,570 | -3,127 | $10,042 |
VIGI | 126,570 | -3,127 | $10,042 |
VANGUARD INDEX FDS (VTI) | 21,064 | -489 | $4,997 |
VTI | 21,064 | -489 | $4,997 |
NIKE INC | 41,470 | +2,695 | $4,502 |
NKE | 41,470 | +2,695 | $4,502 |
APPLE INC | 22,148 | -174 | $4,264 |
AAPL | 22,148 | -174 | $4,264 |
VANGUARD INDEX FDS (VNQ) | 46,598 | -4,256 | $4,117 |
VNQ | 46,598 | -4,256 | $4,117 |
VANGUARD BD INDEX FDS (BND) | 52,277 | +24,879 | $3,845 |
BND | 52,277 | +24,879 | $3,845 |
BROADCOM INC | 3,199 | -340 | $3,571 |
AVGO | 3,199 | -340 | $3,571 |
VANGUARD WORLD FD (VSGX) | 57,880 | -11,157 | $3,200 |
VSGX | 57,880 | -11,157 | $3,200 |
VANGUARD INDEX FDS (VV) | 13,077 | +2,471 | $2,853 |
VV | 13,077 | +2,471 | $2,853 |
MICROSOFT CORP | 7,286 | -666 | $2,740 |
MSFT | 7,286 | -666 | $2,740 |
VANGUARD WORLD FD (VCEB) | 42,490 | -844 | $2,693 |
VCEB | 42,490 | -844 | $2,693 |
NOVO NORDISK A S | 23,496 | -1,702 | $2,431 |
NVO | 23,496 | -1,702 | $2,431 |
ABBVIE INC | 14,839 | -747 | $2,300 |
ABBV | 14,839 | -747 | $2,300 |
BLOCK H & R INC | 45,030 | -6,043 | $2,178 |
HRB | 45,030 | -6,043 | $2,178 |
VANGUARD SCOTTSDALE FDS (VGIT) | 35,919 | +755 | $2,131 |
VGIT | 35,919 | +755 | $2,131 |
ELI LILLY & CO | 2,783 | -365 | $1,622 |
LLY | 2,783 | -365 | $1,622 |
VANGUARD STAR FDS (VXUS) | 26,650 | +1,491 | $1,545 |
VXUS | 26,650 | +1,491 | $1,545 |
AMGEN INC | 5,265 | -1,593 | $1,516 |
AMGN | 5,265 | -1,593 | $1,516 |
SCHWAB STRATEGIC TR | 24,686 | -624 | $1,392 |
SCHX | 24,686 | -624 | $1,392 |
ISHARES TR (SUB) | 12,362 | +1,015 | $1,303 |
SUB | 12,362 | +1,015 | $1,303 |
HOME DEPOT INC | 3,637 | -565 | $1,260 |
HD | 3,637 | -565 | $1,260 |
MCDONALDS CORP | 3,051 | -372 | $905 |
MCD | 3,051 | -372 | $905 |
VANGUARD MUN BD FDS (VTEB) | 17,567 | +1,812 | $897 |
VTEB | 17,567 | +1,812 | $897 |
VANGUARD BD INDEX FDS (BLV) | 11,490 | +267 | $857 |
BLV | 11,490 | +267 | $857 |
JOHNSON & JOHNSON | 5,424 | -1,264 | $850 |
JNJ | 5,424 | -1,264 | $850 |
TEXAS INSTRS INC | 4,975 | -774 | $848 |
TXN | 4,975 | -774 | $848 |
ALPHABET INC | 5,985 | -99 | $836 |
GOOGL | 5,985 | -99 | $836 |
INTEL CORP | 15,933 | -185 | $801 |
INTC | 15,933 | -185 | $801 |
HP INC | 25,923 | -3,653 | $780 |
HPQ | 25,923 | -3,653 | $780 |
ACCENTURE PLC IRELAND | 2,115 | -272 | $742 |
ACN | 2,115 | -272 | $742 |
PAYCHEX INC | 6,168 | -1,015 | $735 |
PAYX | 6,168 | -1,015 | $735 |
QUALCOMM INC | 5,069 | -898 | $733 |
QCOM | 5,069 | -898 | $733 |
ISHARES TR (ITOT) | 6,228 | +245 | $655 |
ITOT | 6,228 | +245 | $655 |
MERCK & CO INC | 5,732 | -325 | $625 |
MRK | 5,732 | -325 | $625 |
AMDOCS LTD | 7,066 | -192 | $621 |
DOX | 7,066 | -192 | $621 |
ISHARES TR (IEFA) | 8,451 | -481 | $595 |
IEFA | 8,451 | -481 | $595 |
PHILIP MORRIS INTL INC | 6,282 | -1,082 | $591 |
PM | 6,282 | -1,082 | $591 |
ABBOTT LABS | 5,020 | -795 | $553 |
ABT | 5,020 | -795 | $553 |
ISHARES TR (IDEV) | 8,671 | +3,940 | $552 |
IDEV | 8,671 | +3,940 | $552 |
INFOSYS LTD | 29,757 | -5,958 | $547 |
INFY | 29,757 | -5,958 | $547 |
BERKSHIRE HATHAWAY INC DEL | $540 | ||
BRK.B | 1,514 | -140 | $540 |
ISHARES TR (DGRO) | 9,930 | -426 | $534 |
DGRO | 9,930 | -426 | $534 |
UNITED PARCEL SERVICE INC | 3,310 | -689 | $520 |
UPS | 3,310 | -689 | $520 |
CISCO SYS INC | 9,768 | -3,352 | $494 |
CSCO | 9,768 | -3,352 | $494 |
GENERAL MLS INC | 7,582 | -1,708 | $494 |
GIS | 7,582 | -1,708 | $494 |
GLOBAL X FDS | 8,417 | +14 | $488 |
CATH | 8,417 | +14 | $488 |
AMAZON COM INC | 3,152 | +214 | $479 |
AMZN | 3,152 | +214 | $479 |
GARTNER INC | 1,041 | -255 | $470 |
IT | 1,041 | -255 | $470 |
ISHARES INC (IEMG) | 8,840 | +2,209 | $447 |
IEMG | 8,840 | +2,209 | $447 |
KIMBERLY CLARK CORP | 3,669 | -1,303 | $446 |
KMB | 3,669 | -1,303 | $446 |
MARRIOTT INTL INC NEW | 1,919 | -384 | $433 |
MAR | 1,919 | -384 | $433 |
BRISTOL MYERS SQUIBB CO | 8,268 | -6,081 | $424 |
BMY | 8,268 | -6,081 | $424 |
INTERNATIONAL BUSINESS MACHS | 2,579 | -801 | $422 |
IBM | 2,579 | -801 | $422 |
SCHWAB STRATEGIC TR | 20,176 | +20,176 | $418 |
SCHH | 20,176 | +20,176 | $418 |
STARBUCKS CORP | 4,080 | -739 | $392 |
SBUX | 4,080 | -739 | $392 |
THERMO FISHER SCIENTIFIC INC | 704 | UNCH | $374 |
TMO | 704 | UNCH | $374 |
PROCTER AND GAMBLE CO | 2,415 | +27 | $354 |
PG | 2,415 | +27 | $354 |
COLGATE PALMOLIVE CO | 4,363 | -1,599 | $348 |
CL | 4,363 | -1,599 | $348 |
SPDR SER TR (SPYX) | 8,700 | UNCH | $338 |
SPYX | 8,700 | UNCH | $338 |
ISHARES TR (XVV) | 8,598 | +153 | $313 |
XVV | 8,598 | +153 | $313 |
ISHARES TR (HDV) | 3,039 | -5,079 | $310 |
HDV | 3,039 | -5,079 | $310 |
US BANCORP DEL | 7,136 | +1 | $309 |
USB | 7,136 | +1 | $309 |
VANGUARD INDEX FDS (VB) | 1,402 | +33 | $299 |
VB | 1,402 | +33 | $299 |
ALTRIA GROUP INC | 7,363 | -2,223 | $297 |
MO | 7,363 | -2,223 | $297 |
GILEAD SCIENCES INC | 3,526 | -1,174 | $286 |
GILD | 3,526 | -1,174 | $286 |
HONEYWELL INTL INC | 1,352 | UNCH | $284 |
HON | 1,352 | UNCH | $284 |
ISHARES TR (IGRO) | 4,278 | +4,278 | $276 |
IGRO | 4,278 | +4,278 | $276 |
TESLA INC | 1,108 | -25 | $275 |
TSLA | 1,108 | -25 | $275 |
SPDR GOLD TR (GLD) | 1,418 | UNCH | $271 |
GLD | 1,418 | UNCH | $271 |
EMPLOYERS HLDGS INC | 6,496 | -326 | $256 |
EIG | 6,496 | -326 | $256 |
UNILEVER PLC | 5,287 | -1,928 | $256 |
UL | 5,287 | -1,928 | $256 |
ALPHABET INC | 1,734 | +12 | $244 |
GOOG | 1,734 | +12 | $244 |
ISHARES SILVER TR (SLV) | 10,760 | UNCH | $234 |
SLV | 10,760 | UNCH | $234 |
SCHWAB STRATEGIC TR | 2,936 | +2,936 | $221 |
SCHM | 2,936 | +2,936 | $221 |
INTERDIGITAL INC | 2,000 | +2,000 | $217 |
IDCC | 2,000 | +2,000 | $217 |
ISHARES TR (IYW) | 1,732 | +1,732 | $213 |
IYW | 1,732 | +1,732 | $213 |
MOODYS CORP | 522 | +522 | $204 |
MCO | 522 | +522 | $204 |
VERIZON COMMUNICATIONS INC | 5,358 | -2,944 | $202 |
VZ | 5,358 | -2,944 | $202 |
BP PLC | 5,655 | -2,719 | $200 |
BP | 5,655 | -2,719 | $200 |
ARISTA NETWORKS INC | $0 (exited) | ||
ANET | 0 | -1,246 | $0 |
BUCKLE INC | $0 (exited) | ||
BKE | 0 | -6,700 | $0 |
BOOKING HOLDINGS INC | $0 (exited) | ||
BKNG | 0 | -76 | $0 |
FORTINET INC | $0 (exited) | ||
FTNT | 0 | -6,196 | $0 |
GSK PLC | $0 (exited) | ||
GSK | 0 | -6,389 | $0 |
ILLINOIS TOOL WKS INC | $0 (exited) | ||
ITW | 0 | -1,116 | $0 |
PFIZER INC | $0 (exited) | ||
PFE | 0 | -17,348 | $0 |
SCHWAB STRATEGIC TR | 0 | -8,904 | $0 (exited) |
SCHP | 0 | -8,904 | $0 |
See Summary: Human Investing LLC Top Holdings
See Details: Top 10 Stocks Held By Human Investing LLC
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
SCHH | +20,176 | +$418 |
IGRO | +4,278 | +$276 |
SCHM | +2,936 | +$221 |
IDCC | +2,000 | +$217 |
IYW | +1,732 | +$213 |
MCO | +522 | +$204 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
PFE | -17,348 | -$575 |
SCHP | -8,904 | -$450 |
FTNT | -6,196 | -$364 |
ITW | -1,116 | -$257 |
BKNG | -76 | -$235 |
GSK | -6,389 | -$232 |
ANET | -1,246 | -$229 |
BKE | -6,700 | -$224 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
BND | +24,879 | +$1,933 |
VWO | +13,976 | +$1,092 |
VYM | +12,217 | +$3,229 |
VEA | +10,093 | +$4,498 |
VGSH | +4,533 | +$413 |
IDEV | +3,940 | +$276 |
NKE | +2,695 | +$794 |
VV | +2,471 | +$777 |
IEMG | +2,209 | +$131 |
BNDX | +1,868 | +$719 |
Entity | Shares/Amount Change | Position Value Change |
---|---|---|
VSGX | -11,157 | -$282 |
BSV | -9,811 | -$156 |
BIV | -7,286 | +$189 |
BMY | -6,081 | -$409 |
HRB | -6,043 | -$21 |
INFY | -5,958 | -$64 |
HDV | -5,079 | -$493 |
VNQ | -4,256 | +$269 |
VOO | -4,239 | +$9,785 |
Size ($ in 1000's)
At 12/31/2023: $463,193 At 09/30/2023: $429,396 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 |