$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 | New | SCHWAB STRATEGIC TRus tips etf | $423,305 | – | 7,896 | +100.0% | 0.10% | – |
BKNG | New | BOOKING HOLDINGS INC | $278,504 | – | 105 | +100.0% | 0.07% | – |
TSLA | New | TESLA INC | $252,552 | – | 1,217 | +100.0% | 0.06% | – |
XVV | New | ISHARES TResg scrnd s&p500 | $243,220 | – | 7,872 | +100.0% | 0.06% | – |
CATH | New | GLOBAL X FDSs&p 500 catholic | $210,317 | – | 4,190 | +100.0% | 0.05% | – |
BHP | New | BHP GROUP LTDsponsored ads | $200,249 | – | 3,158 | +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
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.