Human Investing LLC
data from 30/09/2025
Capitalization
$ 676.830 M
6.61 %
Performance
$ 249.871 M
69.95 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | VOO | VANGUARD INDEX FDS | 27.80% | 188.148 M $ | 307240 | 2020/12/31 | 13.730 M $ | 7.80 % |
| 2025/09/30 | VEA | VANGUARD TAX-MANAGED FDS | 10.72% | 72.561 M $ | 1210963 | 2020/03/31 | 3.545 M $ | 5.11 % |
| 2025/09/30 | IJH | ISHARES TR | 5.38% | 36.416 M $ | 558021 | 2018/12/31 | 1.727 M $ | 5.22 % |
| 2025/09/30 | BSV | VANGUARD BD INDEX FDS | 5.20% | 35.199 M $ | 446060 | 2018/12/31 | 85.066 K $ | 0.27 % |
| 2025/09/30 | VYM | VANGUARD WHITEHALL FDS | 5.13% | 34.713 M $ | 246276 | 2020/06/30 | 1.915 M $ | 5.73 % |
| 2025/09/30 | VIG | VANGUARD SPECIALIZED FUNDS | 5.12% | 34.629 M $ | 160475 | 2020/06/30 | 1.815 M $ | 5.43 % |
| 2025/09/30 | BNDX | VANGUARD CHARLOTTE FDS | 4.42% | 29.927 M $ | 605085 | 2018/12/31 | -27.266 K $ | -0.10 % |
| 2025/09/30 | IVV | ISHARES TR | 3.94% | 26.670 M $ | 39848 | 2018/12/31 | 1.903 M $ | 7.80 % |
| 2025/09/30 | BIV | VANGUARD BD INDEX FDS | 2.89% | 19.536 M $ | 250173 | 2018/12/31 | 172.842 K $ | 0.97 % |
| 2025/09/30 | IJR | ISHARES TR | 2.82% | 19.083 M $ | 160591 | 2018/12/31 | 1.459 M $ | 8.72 % |
| 2025/09/30 | VWO | VANGUARD INTL EQUITY INDEX F | 2.81% | 18.999 M $ | 350668 | 2020/03/31 | 1.689 M $ | 9.54 % |
| 2025/09/30 | VGSH | VANGUARD SCOTTSDALE FDS | 2.65% | 17.942 M $ | 304871 | 2020/12/31 | 19.274 K $ | 0.12 % |
| 2025/09/30 | ESGV | VANGUARD WORLD FD | 2.53% | 17.157 M $ | 144857 | 2020/12/31 | 1.320 M $ | 8.00 % |
| 2025/09/30 | VYMI | VANGUARD WHITEHALL FDS | 2.06% | 13.944 M $ | 164670 | 2020/06/30 | 791.679 K $ | 5.70 % |
| 2025/09/30 | VIGI | VANGUARD WHITEHALL FDS | 1.80% | 12.187 M $ | 136065 | 2020/06/30 | -74.912 K $ | -0.61 % |
| 2025/09/30 | AVGO | BROADCOM INC | 1.30% | 8.798 M $ | 26669 | 2018/12/31 | 1.487 M $ | 19.68 % |
| 2025/09/30 | VTI | VANGUARD INDEX FDS | 1.02% | 6.913 M $ | 21064 | 2018/12/31 | 524.844 K $ | 7.98 % |
| 2025/09/30 | VV | VANGUARD INDEX FDS | 0.88% | 5.922 M $ | 19236 | 2022/03/31 | 441.273 K $ | 7.90 % |
| 2025/09/30 | VSGX | VANGUARD WORLD FD | 0.79% | 5.322 M $ | 76723 | 2018/12/31 | 304.414 K $ | 5.92 % |
| 2025/09/30 | VNQ | VANGUARD INDEX FDS | 0.76% | 5.116 M $ | 55958 | 2018/12/31 | 125.197 K $ | 2.65 % |
| 2025/09/30 | BND | VANGUARD BD INDEX FDS | 0.74% | 5.031 M $ | 67644 | 2019/12/31 | 47.075 K $ | 1.01 % |
| 2025/09/30 | AAPL | APPLE INC | 0.63% | 4.290 M $ | 16849 | 2018/12/31 | 803.527 K $ | 24.11 % |
| 2025/09/30 | VCEB | VANGUARD WORLD FD | 0.59% | 4.002 M $ | 62344 | 2020/12/31 | 47.110 K $ | 1.26 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 0.59% | 3.991 M $ | 7706 | 2018/12/31 | 156.843 K $ | 4.13 % |
| 2025/09/30 | VGIT | VANGUARD SCOTTSDALE FDS | 0.47% | 3.156 M $ | 52570 | 2020/12/31 | 10.922 K $ | 0.37 % |
| 2025/09/30 | ABBV | ABBVIE INC | 0.37% | 2.496 M $ | 10780 | 2018/12/31 | 598.383 K $ | 24.74 % |
| 2025/09/30 | VXUS | VANGUARD STAR FDS | 0.33% | 2.249 M $ | 30615 | 2021/09/30 | 135.784 K $ | 6.33 % |
| 2025/09/30 | HRB | BLOCK H & R INC | 0.26% | 1.783 M $ | 35261 | 2018/12/31 | -160.488 K $ | -7.87 % |
| 2025/09/30 | LLY | ELI LILLY & CO | 0.26% | 1.770 M $ | 2320 | 2018/12/31 | -38.432 K $ | -2.12 % |
| 2025/09/30 | SCHX | SCHWAB STRATEGIC TR | 0.25% | 1.695 M $ | 64345 | 2018/12/31 | 123.703 K $ | 7.75 % |
| 2025/09/30 | NKE | NIKE INC | 0.25% | 1.689 M $ | 24218 | 2018/12/31 | -31.716 K $ | -1.84 % |
| 2025/09/30 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.22% | 1.508 M $ | 2 | 2024/06/30 | 50.800 K $ | 3.49 % |
| 2025/09/30 | GOOGL | ALPHABET INC | 0.22% | 1.502 M $ | 6178 | 2018/12/31 | 368.854 K $ | 37.95 % |
| 2025/09/30 | SUB | ISHARES TR | 0.19% | 1.306 M $ | 12226 | 2022/06/30 | 5.708 K $ | 0.41 % |
| 2025/09/30 | HD | HOME DEPOT INC | 0.18% | 1.198 M $ | 2956 | 2018/12/31 | 114.917 K $ | 10.52 % |
| 2025/09/30 | ITOT | ISHARES TR | 0.18% | 1.194 M $ | 8195 | 2018/12/31 | 83.373 K $ | 7.86 % |
| 2025/09/30 | NVO | NOVO-NORDISK A S | 0.15% | 1.044 M $ | 18810 | 2018/12/31 | -277.662 K $ | -19.60 % |
| 2025/09/30 | IDCC | INTERDIGITAL INC | 0.15% | 1.036 M $ | 3000 | 2023/12/31 | 363.000 K $ | 53.96 % |
| 2025/09/30 | VTEB | VANGUARD MUN BD FDS | 0.15% | 1.016 M $ | 20285 | 2018/12/31 | 22.049 K $ | 2.12 % |
| 2025/09/30 | DGRO | ISHARES TR | 0.15% | 1.008 M $ | 14807 | 2022/06/30 | 61.300 K $ | 6.47 % |
| 2025/09/30 | IDEV | ISHARES TR | 0.15% | 1.006 M $ | 12543 | 2022/06/30 | 50.988 K $ | 5.43 % |
| 2025/09/30 | BLV | VANGUARD BD INDEX FDS | 0.15% | 987.098 K $ | 13932 | 2018/12/31 | 17.755 K $ | 1.88 % |
| 2025/09/30 | AMGN | AMGEN INC | 0.14% | 935.653 K $ | 3316 | 2018/12/31 | 13.296 K $ | 1.07 % |
| 2025/09/30 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.14% | 918.004 K $ | 1826 | 2018/12/31 | 29.273 K $ | 3.49 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 0.13% | 887.726 K $ | 4043 | 2018/12/31 | 682.000 $ | 0.08 % |
| 2025/09/30 | IEFA | ISHARES TR | 0.13% | 855.276 K $ | 9796 | 2018/12/31 | 37.805 K $ | 4.59 % |
| 2025/09/30 | CATH | GLOBAL X FDS | 0.11% | 774.771 K $ | 9558 | 2023/03/31 | 55.763 K $ | 7.44 % |
| 2025/09/30 | IEMG | ISHARES INC | 0.11% | 754.192 K $ | 11441 | 2018/12/31 | 68.506 K $ | 9.81 % |
| 2025/09/30 | QCOM | QUALCOMM INC | 0.11% | 726.111 K $ | 4365 | 2018/12/31 | 30.629 K $ | 4.46 % |
| 2025/09/30 | MCD | MCDONALDS CORP | 0.10% | 677.176 K $ | 2228 | 2018/12/31 | 26.897 K $ | 4.01 % |
| 2025/09/30 | HDV | ISHARES TR | 0.10% | 665.976 K $ | 5439 | 2023/06/30 | 28.459 K $ | 4.51 % |
| 2025/09/30 | JNJ | JOHNSON & JOHNSON | 0.10% | 661.529 K $ | 3568 | 2018/12/31 | 109.215 K $ | 21.39 % |
| 2025/09/30 | VB | VANGUARD INDEX FDS | 0.10% | 657.816 K $ | 2587 | 2023/09/30 | 49.132 K $ | 7.30 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 0.09% | 622.934 K $ | 3339 | 2024/09/30 | 92.545 K $ | 18.10 % |
| 2025/09/30 | PAYX | PAYCHEX INC | 0.09% | 595.126 K $ | 4695 | 2018/12/31 | -94.640 K $ | -12.86 % |
| 2025/09/30 | XVV | ISHARES TR | 0.09% | 588.336 K $ | 11419 | 2023/03/31 | 37.928 K $ | 8.03 % |
| 2025/09/30 | GLD | SPDR GOLD TR | 0.08% | 562.354 K $ | 1582 | 2018/12/31 | 80.112 K $ | 16.61 % |
| 2025/09/30 | TXN | TEXAS INSTRS INC | 0.08% | 541.894 K $ | 2949 | 2018/12/31 | -71.383 K $ | -11.51 % |
| 2025/09/30 | IGRO | ISHARES TR | 0.08% | 534.042 K $ | 6703 | 2023/12/31 | 4.963 K $ | 0.99 % |
| 2025/09/30 | SCHH | SCHWAB STRATEGIC TR | 0.08% | 530.305 K $ | 24585 | 2023/12/31 | 10.314 K $ | 1.94 % |
| 2025/09/30 | VO | VANGUARD INDEX FDS | 0.08% | 527.700 K $ | 1796 | 2024/12/31 | 23.062 K $ | 4.97 % |
| 2025/09/30 | GOOG | ALPHABET INC | 0.08% | 527.243 K $ | 2165 | 2023/06/30 | 90.903 K $ | 37.30 % |
| 2025/09/30 | ORCL | ORACLE CORP | 0.08% | 508.493 K $ | 1808 | 2024/03/31 | 112.760 K $ | 28.64 % |
| 2025/09/30 | ABT | ABBOTT LABS | 0.07% | 463.553 K $ | 3461 | 2018/12/31 | -7.222 K $ | -1.52 % |
| 2025/09/30 | HPQ | HP INC | 0.07% | 452.223 K $ | 16608 | 2018/12/31 | 48.843 K $ | 11.32 % |
| 2025/09/30 | SLV | ISHARES SILVER TR | 0.07% | 450.648 K $ | 10636 | 2018/12/31 | 101.680 K $ | 29.14 % |
| 2025/09/30 | IBM | INTERNATIONAL BUSINESS MACHS | 0.06% | 425.498 K $ | 1508 | 2018/12/31 | -19.447 K $ | -4.28 % |
| 2025/09/30 | PM | PHILIP MORRIS INTL INC | 0.06% | 419.787 K $ | 2588 | 2018/12/31 | -53.432 K $ | -10.94 % |
| 2025/09/30 | JPM | JPMORGAN CHASE & CO. | 0.06% | 377.886 K $ | 1198 | 2024/09/30 | 29.067 K $ | 8.80 % |
| 2025/09/30 | IYW | ISHARES TR | 0.05% | 362.929 K $ | 1853 | 2023/06/30 | 40.752 K $ | 13.04 % |
| 2025/09/30 | ACN | ACCENTURE PLC IRELAND | 0.05% | 352.293 K $ | 1429 | 2018/12/31 | -85.494 K $ | -17.50 % |
| 2025/09/30 | CSCO | CISCO SYS INC | 0.05% | 336.832 K $ | 4923 | 2018/12/31 | -3.739 K $ | -1.38 % |
| 2025/09/30 | MRK | MERCK & CO INC | 0.05% | 336.056 K $ | 4004 | 2018/12/31 | 22.543 K $ | 6.03 % |
| 2025/09/30 | CAT | CATERPILLAR INC | 0.05% | 322.100 K $ | 675 | 2024/03/31 | 57.899 K $ | 22.91 % |
| 2025/09/30 | COF | CAPITAL ONE FINL CORP | 0.05% | 312.517 K $ | 1470 | 2024/09/30 | -264.000 $ | -0.08 % |
| 2025/09/30 | INFY | INFOSYS LTD | 0.05% | 307.230 K $ | 18883 | 2018/12/31 | -48.169 K $ | -12.20 % |
| 2025/09/30 | URI | UNITED RENTALS INC | 0.04% | 297.854 K $ | 312 | 2024/12/31 | 62.591 K $ | 26.71 % |
| 2025/09/30 | DMXF | ISHARES TR | 0.04% | 277.306 K $ | 3661 | 2025/06/30 | 3.916 K $ | 1.75 % |
| 2025/09/30 | EMR | EMERSON ELEC CO | 0.04% | 273.721 K $ | 2087 | 2024/09/30 | -4.478 K $ | -1.61 % |
| 2025/09/30 | GILD | GILEAD SCIENCES INC | 0.04% | 269.190 K $ | 2425 | 2018/12/31 | 314.000 $ | 0.12 % |
| 2025/09/30 | META | META PLATFORMS INC | 0.04% | 264.579 K $ | 360 | 2025/06/30 | -1.194 K $ | -0.50 % |
| 2025/09/30 | PG | PROCTER AND GAMBLE CO | 0.04% | 259.300 K $ | 1688 | 2023/06/30 | -9.542 K $ | -3.56 % |
| 2025/09/30 | RTX | RTX CORPORATION | 0.04% | 248.151 K $ | 1483 | 2024/12/31 | 31.197 K $ | 14.59 % |
| 2025/09/30 | TSLA | TESLA INC | 0.04% | 246.086 K $ | 553 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | IVW | ISHARES TR | 0.04% | 245.545 K $ | 2034 | 2024/03/31 | 21.579 K $ | 9.65 % |
| 2025/09/30 | QQQ | INVESCO QQQ TR | 0.03% | 236.546 K $ | 394 | 2024/06/30 | 18.955 K $ | 8.83 % |
| 2025/09/30 | DOX | AMDOCS LTD | 0.03% | 234.253 K $ | 2855 | 2020/06/30 | -30.023 K $ | -10.07 % |
| 2025/09/30 | WM | WASTE MGMT INC DEL | 0.03% | 220.168 K $ | 997 | 2024/03/31 | -7.950 K $ | -3.49 % |
| 2025/09/30 | MCO | MOODYS CORP | 0.03% | 219.920 K $ | 462 | 2023/12/31 | -11.575 K $ | -5.01 % |
| 2025/09/30 | IVE | ISHARES TR | 0.03% | 215.184 K $ | 1042 | 2024/03/31 | 11.600 K $ | 5.67 % |
| 2025/09/30 | SCHM | SCHWAB STRATEGIC TR | 0.03% | 213.096 K $ | 7189 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TMO | THERMO FISHER SCIENTIFIC INC | 0.00% | 0.000 $ | 0 | 2023/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SPYX | SPDR SERIES TRUST | 0.00% | 0.000 $ | 0 | 2023/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NFLX | NETFLIX INC | 0.00% | 0.000 $ | 0 | 2024/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | TT | TRANE TECHNOLOGIES PLC | 0.00% | 0.000 $ | 0 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | EIG | EMPLOYERS HLDGS INC | 0.00% | 0.000 $ | 0 | 2019/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AGG | ISHARES TR | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | SBUX | STARBUCKS CORP | 0.00% | 0.000 $ | 0 | 2022/12/31 | 0.000 $ | 0.00 % |