Human Investing LLC - Q1 2023 holdings

$412 Million is the total value of Human Investing LLC's 122 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .

 Value Shares↓ Weighting
SCHP NewSCHWAB STRATEGIC TRus tips etf$423,3057,896
+100.0%
0.10%
BKNG NewBOOKING HOLDINGS INC$278,504105
+100.0%
0.07%
TSLA NewTESLA INC$252,5521,217
+100.0%
0.06%
XVV NewISHARES TResg scrnd s&p500$243,2207,872
+100.0%
0.06%
CATH NewGLOBAL X FDSs&p 500 catholic$210,3174,190
+100.0%
0.05%
BHP NewBHP GROUP LTDsponsored ads$200,2493,158
+100.0%
0.05%
Other managers

Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):

Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-10
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR20Q3 202322.9%
ISHARES TR20Q3 20237.2%
VANGUARD BD INDEX FDS20Q3 20237.4%
VANGUARD CHARLOTTE FDS20Q3 20235.9%
ISHARES TR20Q3 202311.1%
VANGUARD BD INDEX FDS20Q3 20233.9%
ISHARES TR20Q3 20233.5%
VANGUARD INDEX FDS20Q3 20233.8%
VANGUARD BD INDEX FDS20Q3 20232.8%
VANGUARD MUN BD FDS20Q3 20232.9%

View Human Investing LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-25
13F-HR2024-02-12
13F-HR2023-11-09
13F-HR2023-08-07
13F-HR2023-05-10
13F-HR2023-01-27
13F-HR2022-10-31
13F-HR2022-07-27
13F-HR2022-05-05
13F-HR2022-02-10

View Human Investing LLC's complete filings history.

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Export Human Investing LLC's holdings