$438 Million is the total value of Human Investing LLC's 121 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HDV | New | ISHARES TRcore high dv etf | $699,782 | – | 6,943 | +100.0% | 0.16% | – |
| PG | New | PROCTER AND GAMBLE CO | $227,885 | – | 1,502 | +100.0% | 0.05% | – |
| PANW | New | PALO ALTO NETWORKS INC | $227,972 | – | 892 | +100.0% | 0.05% | – |
| RCL | New | ROYAL CARIBBEAN GROUP | $217,025 | – | 2,092 | +100.0% | 0.05% | – |
| ORCL | New | ORACLE CORP | $213,891 | – | 1,796 | +100.0% | 0.05% | – |
| XOM | New | EXXON MOBIL CORP | $212,137 | – | 1,978 | +100.0% | 0.05% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $208,289 | – | 1,722 | +100.0% | 0.05% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $204,434 | – | 2,878 | +100.0% | 0.05% | – |
| IYW | New | ISHARES TRu.s. tech etf | $208,107 | – | 1,912 | +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 2023-08-07
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.