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Human Investing LLC
Period ended Sep 30, 2026 · Latest filing Oct 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $787,123,893
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $231,863,779
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $86,449,149
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $41,686,932
- VANGUARD BD INDEX FDS · SHORT TRM BOND · 921937827 · shares: $38,604,339
- VANGUARD WHITEHALL FDS · HIGH DIV YLD · 921946406 · shares: $37,033,631
- VANGUARD SPECIALIZED FUNDS · DIV APP ETF · 921908844 · shares: $35,694,491
- VANGUARD CHARLOTTE FDS · TOTAL INT BD ETF · 92203J407 · shares: $33,752,020
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $30,187,090
- VANGUARD BD INDEX FDS · INTERMED TERM · 921937819 · shares: $21,299,109
- VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF · 922042858 · shares: $21,181,255
Reported holdings
140 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 308,151 shares | $215,971,025 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 1,146,741 shares | $80,971,358 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 543,611 shares | $39,112,829 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 231,479 shares | $35,925,530 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 459,740 shares | $35,124,119 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 148,180 shares | $34,571,772 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 656,613 shares | $30,775,450 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 39,357 shares | $30,141,605 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 335,036 shares | $19,870,996 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 144,176 shares | $19,613,740 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 265,863 shares | $19,370,810 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 330,424 shares | $19,019,211 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 126,086 shares | $17,088,424 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 22,676 shares | $15,892,754 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | — | 143,969 shares | $14,559,538 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | — | 128,158 shares | $12,100,632 |
| BROADCOM INC | COM | 11135F101 | — | 25,271 shares | $8,874,818 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 22,510 shares | $8,424,127 |
| VANGUARD INDEX FDS | MRNGSTR LRG CAP | 922908637 | — | 20,499 shares | $7,212,695 |
| APPLE INC | COM | 037833100 | — | 19,427 shares | $6,469,691 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 77,578 shares | $5,477,791 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | — | 77,481 shares | $5,435,316 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 63,500 shares | $5,147,932 |
| MICROSOFT CORP | COM | 594918104 | — | 9,193 shares | $4,715,174 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 47,140 shares | $4,225,181 |
| VANGUARD WORLD FD | ESG US CORP BD | 921910691 | — | 64,873 shares | $3,865,114 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 45,553 shares | $3,480,220 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 56,277 shares | $3,188,635 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 | — | 22,223 shares | $3,011,855 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | — | 63,507 shares | $2,976,570 |
| ELI LILLY & CO | COM | 532457108 | — | 2,409 shares | $2,787,104 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 8,063 shares | $2,774,361 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 31,290 shares | $2,658,430 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 35,776 shares | $2,574,103 |
| ABBVIE INC | COM | 00287Y109 | — | 9,618 shares | $2,516,082 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 4,936 shares | $2,457,882 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 8,741 shares | $1,996,231 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | — | 26,466 shares | $1,928,299 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | — | 32,501 shares | $1,870,734 |
| AMAZON COM INC | COM | 023135106 | — | 6,830 shares | $1,701,700 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 52,070 shares | $1,562,091 |
| AMGEN INC | COM | 031162100 | — | 3,657 shares | $1,541,450 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 14,208 shares | $1,485,322 |
| ISHARES TR | CORE S&P TTL STK | 464287150 | — | 8,452 shares | $1,405,355 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | — | 28,892 shares | $1,368,346 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 22,092 shares | $1,310,259 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 9,597 shares | $1,305,514 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 17,057 shares | $1,285,943 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 4,812 shares | $1,122,719 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | — | 7,140 shares | $1,108,101 |
| ISHARES TR | CORE MSCI INTL | 46435G326 | — | 12,316 shares | $1,102,080 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 921910725 | — | 13,391 shares | $1,085,573 |
| BLOCK H & R INC | COM | 093671105 | — | 25,594 shares | $1,045,501 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 12,229 shares | $992,517 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 3,700 shares | $979,477 |
| INTERDIGITAL INC | COM | 45867G101 | — | 3,000 shares | $978,210 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 9,842 shares | $953,470 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 | — | 30,366 shares | $849,043 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 2,934 shares | $834,607 |
| NIKE INC | CL B | 654106103 | — | 23,467 shares | $830,749 |
| QUALCOMM INC | COM | 747525103 | — | 4,514 shares | $830,743 |
| GLOBAL X FDS | S&P 500 CATHOLIC | 37954Y889 | — | 8,643 shares | $783,754 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 2,111 shares | $719,337 |
| HOME DEPOT INC | COM | 437076102 | — | 2,526 shares | $718,664 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 8,644 shares | $677,833 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 1,748 shares | $665,709 |
| ISHARES TR | ESG SELECT SCRE | 46436E569 | — | 11,062 shares | $644,915 |
| INTEL CORP | COM | 458140100 | — | 5,249 shares | $631,088 |
| ISHARES TR | INTL DIV GRWTH | 46435G524 | — | 7,010 shares | $622,244 |
| SPDR SERIES TRUST | ST STR SP500FF | 78468R796 | — | 9,947 shares | $621,482 |
| CATERPILLAR INC | COM | 149123101 | — | 760 shares | $616,518 |
| NOVO-NORDISK A S | ADR | 670100205 | — | 15,895 shares | $602,580 |
| TEXAS INSTRS INC | COM | 882508104 | — | 2,118 shares | $593,343 |
| META PLATFORMS INC | CL A | 30303M102 | — | 815 shares | $591,349 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 10,636 shares | $579,769 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 1,748 shares | $578,291 |
| MERCK & CO INC | COM | 58933Y105 | — | 3,831 shares | $556,614 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 518 shares | $552,175 |
| MCKESSON CORP | COM | 58155Q103 | — | 629 shares | $537,135 |
| SCHWAB STRATEGIC TR | US REIT ETF | 808524847 | — | 23,909 shares | $526,958 |
| CISCO SYS INC | COM | 17275R102 | — | 4,792 shares | $515,778 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 743 shares | $501,563 |
| MCDONALDS CORP | COM | 580135101 | — | 2,164 shares | $499,781 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 811 shares | $496,200 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 1,804 shares | $477,880 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 2,495 shares | $476,154 |
| VANGUARD WORLD FD | ESG US CORP BD | 921910691 | — | 7,909 shares | $471,204 |
| TESLA INC | COM | 88160R101 | — | 1,256 shares | $445,672 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 | — | 4,112 shares | $415,826 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | — | 4,208 shares | $397,350 |
| TOAST INC | CL A | 888787108 | — | 13,406 shares | $388,640 |
| HP INC | COM | 40434L105 | — | 12,396 shares | $387,758 |
| APPLIED MATLS INC | COM | 038222105 | — | 732 shares | $374,422 |
| PAYCHEX INC | COM | 704326107 | — | 3,799 shares | $374,218 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 1,668 shares | $366,887 |
| FORTINET INC | COM | 34959E109 | — | 2,049 shares | $366,280 |
| ISHARES TR | ESG SELECT SCRE | 46436E569 | — | 6,059 shares | $353,217 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 3,444 shares | $340,361 |
| VISA INC | COM CL A | 92826C839 | — | 945 shares | $339,424 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 720 shares | $325,426 |