Human Investing LLC

Q4 2024 13F Holdings

  • Location
    lake oswego, OR
  • Num holdings

    329

  • Value ($000)

    $563,909

  • Date Filed
    01/31/2025
  • Form type
    13F-HR
  • CIK
    0001767513
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$152.37M
27 %

282,786

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
$53.94M
10 %

1,128,018

VIG
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
$31.04M
6 %

158,525

VYM
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
$30.94M
6 %

242,505

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$29.89M
5 %

479,644

BSV
BSV

VANGUARD BD INDEX FDS

SHORT TRM BOND
$28.69M
5 %

371,351

BNDX
BNDX

VANGUARD CHARLOTTE FDS

TOTAL INT BD ETF
$24.24M
4 %

494,167

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$22.43M
4 %

38,109

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
$15.80M
3 %

137,138

BIV
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
$15.59M
3 %

208,662

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