$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTRS | Exit | VIATRIS INC | $0 | – | -10,838 | -100.0% | -0.02% | – |
| BHP | Exit | BHP GROUP LTDsponsored ads | $0 | – | -3,158 | -100.0% | -0.05% | – |
| ENPH | Exit | ENPHASE ENERGY INC | $0 | – | -994 | -100.0% | -0.05% | – |
| MED | Exit | MEDIFAST INC | $0 | – | -2,020 | -100.0% | -0.05% | – |
| FMC | Exit | FMC CORP | $0 | – | -1,908 | -100.0% | -0.06% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -1,229 | -100.0% | -0.07% | – |
| OGS | Exit | ONE GAS INC | $0 | – | -3,745 | -100.0% | -0.07% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -2,066 | -100.0% | -0.10% | – |
| ULTA | Exit | ULTA BEAUTY INC | $0 | – | -964 | -100.0% | -0.13% | – |
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.