$429 Million is the total value of Human Investing LLC's 119 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHM | Exit | SCHWAB STRATEGIC TRus mid-cap etf | $0 | – | -2,878 | -100.0% | -0.05% | – |
| IYW | Exit | ISHARES TRu.s. tech etf | $0 | – | -1,912 | -100.0% | -0.05% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -1,978 | -100.0% | -0.05% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -1,796 | -100.0% | -0.05% | – |
| RCL | Exit | ROYAL CARIBBEAN GROUP | $0 | – | -2,092 | -100.0% | -0.05% | – |
| PANW | Exit | PALO ALTO NETWORKS INC | $0 | – | -892 | -100.0% | -0.05% | – |
| K | Exit | KELLOGG CO | $0 | – | -3,565 | -100.0% | -0.06% | – |
| LW | Exit | LAMB WESTON HLDGS INC | $0 | – | -2,279 | -100.0% | -0.06% | – |
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 2023-11-09
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.