Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SLV | Exit | ISHARES SILVER TRishares | $0 | – | -10,760 | -100.0% | -0.05% | – |
BKE | Exit | BUCKLE INC | $0 | – | -6,700 | -100.0% | -0.05% | – |
ANET | Exit | ARISTA NETWORKS INC | $0 | – | -1,246 | -100.0% | -0.05% | – |
GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -1,722 | -100.0% | -0.05% | – |
Exit | GSK PLCsponsored adr | $0 | – | -6,389 | -100.0% | -0.05% | – | |
USB | Exit | US BANCORP DEL | $0 | – | -7,135 | -100.0% | -0.06% | – |
BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -76 | -100.0% | -0.06% | – |
GLD | Exit | SPDR GOLD TR | $0 | – | -1,418 | -100.0% | -0.06% | – |
HON | Exit | HONEYWELL INTL INC | $0 | – | -1,352 | -100.0% | -0.06% | – |
ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -1,116 | -100.0% | -0.06% | – |
VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -1,369 | -100.0% | -0.06% | – |
EIG | Exit | EMPLOYERS HLDGS INC | $0 | – | -6,822 | -100.0% | -0.06% | – |
VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -8,302 | -100.0% | -0.06% | – |
IDEV | Exit | ISHARES TRcore msci intl | $0 | – | -4,731 | -100.0% | -0.06% | – |
XVV | Exit | ISHARES TResg scrnd s&p500 | $0 | – | -8,445 | -100.0% | -0.06% | – |
TSLA | Exit | TESLA INC | $0 | – | -1,133 | -100.0% | -0.07% | – |
SPYX | Exit | SPDR SER TRspdr s&p 500 etf | $0 | – | -8,700 | -100.0% | -0.07% | – |
IEMG | Exit | ISHARES INCcore msci emkt | $0 | – | -6,631 | -100.0% | -0.07% | – |
BP | Exit | BP PLCsponsored adr | $0 | – | -8,374 | -100.0% | -0.08% | – |
PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -2,388 | -100.0% | -0.08% | – |
GILD | Exit | GILEAD SCIENCES INC | $0 | – | -4,700 | -100.0% | -0.08% | – |
TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -704 | -100.0% | -0.08% | – |
UL | Exit | UNILEVER PLCspon adr new | $0 | – | -7,215 | -100.0% | -0.08% | – |
FTNT | Exit | FORTINET INC | $0 | – | -6,196 | -100.0% | -0.08% | – |
AMZN | Exit | AMAZON COM INC | $0 | – | -2,938 | -100.0% | -0.09% | – |
MO | Exit | ALTRIA GROUP INC | $0 | – | -9,586 | -100.0% | -0.09% | – |
CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -5,962 | -100.0% | -0.10% | – |
CATH | Exit | GLOBAL X FDSs&p 500 catholic | $0 | – | -8,403 | -100.0% | -0.10% | – |
SBUX | Exit | STARBUCKS CORP | $0 | – | -4,819 | -100.0% | -0.10% | – |
IT | Exit | GARTNER INC | $0 | – | -1,296 | -100.0% | -0.10% | – |
SCHP | Exit | SCHWAB STRATEGIC TRus tips etf | $0 | – | -8,904 | -100.0% | -0.10% | – |
MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -2,303 | -100.0% | -0.10% | – |
IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -3,380 | -100.0% | -0.11% | – |
DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -10,356 | -100.0% | -0.12% | – |
ABT | Exit | ABBOTT LABS | $0 | – | -5,815 | -100.0% | -0.13% | – |
ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -5,983 | -100.0% | -0.13% | – |
INTC | Exit | INTEL CORP | $0 | – | -16,118 | -100.0% | -0.13% | – |
IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -8,932 | -100.0% | -0.13% | – |
PFE | Exit | PFIZER INC | $0 | – | -17,348 | -100.0% | -0.13% | – |
BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,654 | -100.0% | -0.14% | – |
GIS | Exit | GENERAL MLS INC | $0 | – | -9,290 | -100.0% | -0.14% | – |
KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -4,972 | -100.0% | -0.14% | – |
INFY | Exit | INFOSYS LTDsponsored adr | $0 | – | -35,715 | -100.0% | -0.14% | – |
DOX | Exit | AMDOCS LTD | $0 | – | -7,258 | -100.0% | -0.14% | – |
MRK | Exit | MERCK & CO INC | $0 | – | -6,057 | -100.0% | -0.14% | – |
UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -3,999 | -100.0% | -0.14% | – |
QCOM | Exit | QUALCOMM INC | $0 | – | -5,967 | -100.0% | -0.15% | – |
PM | Exit | PHILIP MORRIS INTL INC | $0 | – | -7,364 | -100.0% | -0.16% | – |
CSCO | Exit | CISCO SYS INC | $0 | – | -13,120 | -100.0% | -0.16% | – |
ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -2,387 | -100.0% | -0.17% | – |
BLV | Exit | VANGUARD BD INDEX FDSlong term bond | $0 | – | -11,223 | -100.0% | -0.18% | – |
VTEB | Exit | VANGUARD MUN BD FDStax exempt bd | $0 | – | -15,755 | -100.0% | -0.18% | – |
HPQ | Exit | HP INC | $0 | – | -29,576 | -100.0% | -0.18% | – |
GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -6,084 | -100.0% | -0.18% | – |
HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -8,118 | -100.0% | -0.19% | – |
PAYX | Exit | PAYCHEX INC | $0 | – | -7,183 | -100.0% | -0.19% | – |
BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -14,349 | -100.0% | -0.19% | – |
MCD | Exit | MCDONALDS CORP | $0 | – | -3,423 | -100.0% | -0.21% | – |
TXN | Exit | TEXAS INSTRS INC | $0 | – | -5,749 | -100.0% | -0.21% | – |
JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -6,688 | -100.0% | -0.24% | – |
SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -11,347 | -100.0% | -0.27% | – |
HD | Exit | HOME DEPOT INC | $0 | – | -4,202 | -100.0% | -0.30% | – |
SCHX | Exit | SCHWAB STRATEGIC TRus lrg cap etf | $0 | – | -25,310 | -100.0% | -0.30% | – |
VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -25,159 | -100.0% | -0.31% | – |
LLY | Exit | ELI LILLY & CO | $0 | – | -3,148 | -100.0% | -0.39% | – |
AMGN | Exit | AMGEN INC | $0 | – | -6,858 | -100.0% | -0.43% | – |
BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -27,398 | -100.0% | -0.44% | – |
VGIT | Exit | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | -35,164 | -100.0% | -0.47% | – |
VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -10,606 | -100.0% | -0.48% | – |
HRB | Exit | BLOCK H & R INC | $0 | – | -51,073 | -100.0% | -0.51% | – |
NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -25,198 | -100.0% | -0.53% | – |
ABBV | Exit | ABBVIE INC | $0 | – | -15,586 | -100.0% | -0.54% | – |
MSFT | Exit | MICROSOFT CORP | $0 | – | -7,952 | -100.0% | -0.58% | – |
VCEB | Exit | VANGUARD WORLD FDesg us corp bd | $0 | – | -43,334 | -100.0% | -0.60% | – |
AVGO | Exit | BROADCOM INC | $0 | – | -3,539 | -100.0% | -0.68% | – |
VSGX | Exit | VANGUARD WORLD FDesg intl stk etf | $0 | – | -69,037 | -100.0% | -0.81% | – |
NKE | Exit | NIKE INCcl b | $0 | – | -38,775 | -100.0% | -0.86% | – |
AAPL | Exit | APPLE INC | $0 | – | -22,322 | -100.0% | -0.89% | – |
VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -50,854 | -100.0% | -0.90% | – |
VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -21,553 | -100.0% | -1.07% | – |
VIGI | Exit | VANGUARD WHITEHALL FDSintl dvd etf | $0 | – | -129,697 | -100.0% | -2.16% | – |
ESGV | Exit | VANGUARD WORLD FDesg us stk etf | $0 | – | -123,408 | -100.0% | -2.16% | – |
VYMI | Exit | VANGUARD WHITEHALL FDSintl high etf | $0 | – | -155,890 | -100.0% | -2.25% | – |
VWO | Exit | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $0 | – | -273,513 | -100.0% | -2.50% | – |
IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -121,182 | -100.0% | -2.66% | – |
VGSH | Exit | VANGUARD SCOTTSDALE FDSshort term treas | $0 | – | -204,253 | -100.0% | -2.74% | – |
BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -183,157 | -100.0% | -3.08% | – |
IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -39,591 | -100.0% | -3.96% | – |
BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -408,258 | -100.0% | -4.55% | – |
IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -87,822 | -100.0% | -5.10% | – |
VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -224,455 | -100.0% | -5.40% | – |
VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -155,619 | -100.0% | -5.63% | – |
BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -324,292 | -100.0% | -5.68% | – |
VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -960,442 | -100.0% | -9.78% | – |
VOO | Exit | VANGUARD INDEX FDS | $0 | – | -263,877 | -100.0% | -24.13% | – |
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.