$353 Million is the total value of Human Investing LLC's 303 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $1,417,000 | – | 20,189 | +100.0% | 0.40% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $1,143,000 | – | 43,940 | +100.0% | 0.32% | – |
| UL | New | UNILEVER PLCspon adr new | $1,086,000 | – | 17,990 | +100.0% | 0.31% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $1,030,000 | – | 16,721 | +100.0% | 0.29% | – |
| TPR | New | TAPESTRY INC | $970,000 | – | 31,197 | +100.0% | 0.27% | – |
| GM | New | GENERAL MTRS CO | $828,000 | – | 19,875 | +100.0% | 0.23% | – |
| VGIT | New | VANGUARD SCOTTSDALE FDSinter term treas | $316,000 | – | 4,559 | +100.0% | 0.09% | – |
| SCHP | New | SCHWAB STRATEGIC TRus tips etf | $259,000 | – | 4,173 | +100.0% | 0.07% | – |
| VCEB | New | VANGUARD WORLD FDesg us corp bd | $235,000 | – | 3,083 | +100.0% | 0.07% | – |
| CATH | New | GLOBAL X FDSs&p 500 catholic | $216,000 | – | 4,673 | +100.0% | 0.06% | – |
| COLM | New | COLUMBIA SPORTSWEAR CO | $104,000 | – | 1,188 | +100.0% | 0.03% | – |
| DE | New | DEERE & CO | $103,000 | – | 381 | +100.0% | 0.03% | – |
| ZION | New | ZIONS BANCORPORATION N A | $83,000 | – | 1,920 | +100.0% | 0.02% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $73,000 | – | 614 | +100.0% | 0.02% | – |
| RGLD | New | ROYAL GOLD INC | $58,000 | – | 550 | +100.0% | 0.02% | – |
| VER | New | VEREIT INC | $54,000 | – | 1,442 | +100.0% | 0.02% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $36,000 | – | 67 | +100.0% | 0.01% | – |
| DVA | New | DAVITA INC | $29,000 | – | 250 | +100.0% | 0.01% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $22,000 | – | 365 | +100.0% | 0.01% | – |
| PTON | New | PELOTON INTERACTIVE INC | $21,000 | – | 138 | +100.0% | 0.01% | – |
| MDXG | New | MIMEDX GROUP INC | $7,000 | – | 800 | +100.0% | 0.00% | – |
| IP | New | INTERNATIONAL PAPER CO | $7,000 | – | 135 | +100.0% | 0.00% | – |
| VOO | New | VANGUARD INDEX FDS | $8,000 | – | 24 | +100.0% | 0.00% | – |
| AXGN | New | AXOGEN INC | $7,000 | – | 375 | +100.0% | 0.00% | – |
| GDXJ | New | VANECK VECTORS ETF TRjr gold miners e | $3,000 | – | 50 | +100.0% | 0.00% | – |
| EAGG | New | ISHARES TResg awr us agrgt | $4,000 | – | 77 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $2,000 | – | 114 | +100.0% | 0.00% | – |
| FLIR | New | FLIR SYS INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 20 | Q3 2023 | 22.9% |
| ISHARES TR | 20 | Q3 2023 | 7.2% |
| VANGUARD BD INDEX FDS | 20 | Q3 2023 | 7.4% |
| VANGUARD CHARLOTTE FDS | 20 | Q3 2023 | 5.9% |
| ISHARES TR | 20 | Q3 2023 | 11.1% |
| VANGUARD BD INDEX FDS | 20 | Q3 2023 | 3.9% |
| ISHARES TR | 20 | Q3 2023 | 3.5% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 3.8% |
| VANGUARD BD INDEX FDS | 20 | Q3 2023 | 2.8% |
| VANGUARD MUN BD FDS | 20 | Q3 2023 | 2.9% |
View Human Investing LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-10 |
View Human Investing LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.