Human Investing LLC
CIK: 0001767513SEC EDGAR →
Portfolio Value
$708.1M
Holdings
95
As of
Q4 2025
New Positions
95
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 317,084 | $198.9M | 28.08% |
| 2 | VANGUARD TAX-MANAGED FDS | 1,245,935 | $77.8M | 10.99% |
| 3 | ISHARES TR | 582,099 | $38.4M | 5.43% |
| 4 | VANGUARD BD INDEX FDS | 469,069 | $37.0M | 5.22% |
| 5 | VANGUARD WHITEHALL FDS | 246,463 | $35.4M | 5.00% |
| 6 | VANGUARD SPECIALIZED FUNDS | 157,578 | $34.6M | 4.89% |
| 7 | VANGUARD CHARLOTTE FDS | 632,627 | $30.6M | 4.32% |
| 8 | ISHARES TR | 39,417 | $27.0M | 3.81% |
| 9 | VANGUARD BD INDEX FDS | 262,127 | $20.4M | 2.88% |
| 10 | ISHARES TR | 168,023 | $20.2M | 2.85% |
Quarterly Changes
New Positions (95)
$198.9M · 317K shares
$77.8M · 1.2M shares
$38.4M · 582K shares
$37.0M · 469K shares
$35.4M · 246K shares
$34.6M · 158K shares
$30.6M · 633K shares
$27.0M · 39K shares
$20.4M · 262K shares
$20.2M · 168K shares
$19.4M · 362K shares
$18.7M · 318K shares
$17.6M · 146K shares
$14.7M · 164K shares
$12.4M · 136K shares
$8.7M · 25K shares
$7.3M · 22K shares
$6.5M · 20K shares
$5.7M · 77K shares
$5.5M · 77K shares
$5.1M · 58K shares
$4.6M · 17K shares
$4.1M · 65K shares
$3.9M · 8K shares
$3.3M · 54K shares
$2.5M · 2K shares
$2.3M · 31K shares
$2.3M · 10K shares
$1.9M · 6K shares
$1.7M · 63K shares
$1.5M · 24K shares
$1.5M · 2 shares
$1.3M · 30K shares
$1.3M · 8K shares
$1.2M · 11K shares
$1.2M · 18K shares
$1.2M · 4K shares
$1.2M · 17K shares
$1.1M · 16K shares
$1.1M · 13K shares
$999K · 20K shares
$955K · 3K shares
$923K · 4K shares
$909K · 3K shares
$908K · 14K shares
$905K · 18K shares
$893K · 17K shares
$888K · 2K shares
$842K · 9K shares
$791K · 3K shares
$785K · 10K shares
$717K · 6K shares
$689K · 3K shares
$673K · 4K shares
$631K · 2K shares
$629K · 2K shares
$605K · 2K shares
$602K · 2K shares
$580K · 10K shares
$569K · 7K shares
$531K · 14K shares
$530K · 3K shares
$519K · 25K shares
$496K · 4K shares
$488K · 3K shares
$448K · 2K shares
$444K · 4K shares
$422K · 3K shares
$409K · 3K shares
$382K · 660 shares
$376K · 656 shares
$372K · 1K shares
$365K · 2K shares
$355K · 5K shares
$348K · 1K shares
$336K · 15K shares
$322K · 18K shares
$314K · 2K shares
$300K · 1K shares
$287K · 12K shares
$274K · 2K shares
$272K · 4K shares
$269K · 2K shares
$265K · 682 shares
$259K · 578 shares
$241K · 393 shares
$230K · 948 shares
$229K · 1K shares
$227K · 1K shares
$223K · 339 shares
$218K · 3K shares
$206K · 942 shares
$206K · 7K shares
$206K · 723 shares
$200K · 392 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 48 | $660.3M | 93.3% |
| Technology | 15 | $22.8M | 3.2% |
| Healthcare | 8 | $8.8M | 1.2% |
| Unknown | 8 | $5.8M | 0.8% |
| Consumer Cyclical | 7 | $5.7M | 0.8% |
| Communication Services | 3 | $2.7M | 0.4% |
| Industrials | 6 | $1.8M | 0.3% |