HI
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Human Investing LLC13F | |
Human Investing LLC | |
Last update 2024-10-28 | 99 Stocks (11 new) |
Value $553.00 Mil | Turnover 2 % |
Portfolio Report |
Human Investing LLC Top Holdings of 2024-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 273,088 | 144100.580 | +0.48% | 26.070 | +0.12% | 0.030 | +12.76% | +25.90% | 512010.132 | ||
VEA | Vanguard FTSE Developed Markets ETF | 1,064,172 | 56198.950 | +1.89% | 10.170 | +0.19% | 0.040 | +3.12% | +4.91% | 137683.596 | ||
VIG | Vanguard Dividend Appreciation FTF | 151,678 | 30041.380 | -0.98% | 5.430 | -0.05% | 0.040 | +9.56% | +19.17% | 85497.677 | ||
VYM | Vanguard High Dividend Yield Indx ETF | 232,313 | 29782.430 | -0.67% | 5.390 | -0.04% | 0.050 | +10.15% | +18.70% | 58918.908 | ||
IJH | iShares Core S&P Mid-Cap ETF | 467,926 | 29161.120 | +1.13% | 5.280 | +0.06% | 0.030 | +12.30% | +18.94% | 97378.012 | ||
BSV | Vanguard Short-Term Bond ETF | 362,153 | 28497.900 | +4.17% | 5.160 | +0.21% | 0.090 | -0.41% | +0.55% | 33159.948 | ||
BNDX | Vanguard Total International Bond ETF | 475,818 | 23924.120 | +3.77% | 4.330 | +0.16% | 0.040 | +0.65% | +1.05% | 58540.282 | ||
IVV | iShares Core S&P 500 ETF | 38,655 | 22297.180 | +0.55% | 4.030 | +0.02% | 0.000 | +12.66% | +25.86% | 566290.956 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 202,963 | 15906.190 | +3.55% | 2.880 | +0.10% | 0.080 | -1.04% | -0.65% | 18841.535 | ||
IJR | iShares Core S&P Small-Cap ETF | 133,214 | 15580.760 | +0.64% | 2.820 | +0.02% | 0.020 | +12.66% | +14.78% | 92263.972 |
Human Investing LLC's Historical Top Holdings Breakdowns
Human Investing LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
BSV | Vanguard Short-Term Bond ETF | 2024-09-30 | Add | +0.21% | 76.38 ($77.89) 78.87 | $77.44 | -0.58% | Add 4.17% | 362,153 | 14,499 | |
VEA | Vanguard FTSE Developed Markets ETF | 2024-09-30 | Add | +0.19% | 47.6 ($50.85) 53.31 | $50.25 | -1.18% | Add 1.89% | 1,064,172 | 19,789 | |
NKE | Nike Inc | 2024-09-30 | Reduce | -0.17% | 71.09 ($78.43) 89.44 | $75.88 | -3.25% | Reduce -36.33% | 20,139 | -11,492 | |
BNDX | Vanguard Total International Bond ETF | 2024-09-30 | Add | +0.16% | 48.42 ($49.65) 50.35 | $49.89 | 0.48% | Add 3.77% | 475,818 | 17,266 | |
SCHX | Schwab U.S. Large-Cap ETF | 2024-09-30 | Add | +0.15% | 20.37 ($21.79) 22.62 | $23.68 | 8.67% | Add 154.76% | 59,886 | 12,126 | |
VOO | Vanguard S&P 500 ETF | 2024-09-30 | Add | +0.12% | 475.2 ($508.3) 527.7 | $549.95 | 8.19% | Add 0.48% | 273,088 | 1,301 | |
VGSH | Vanguard Short-Term Government Bond ETF | 2024-09-30 | Add | +0.11% | 57.74 ($58.57) 59.13 | $58.24 | -0.56% | Add 4.55% | 245,491 | 10,686 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2024-09-30 | Add | +0.10% | 74.26 ($77.1) 78.84 | $75.88 | -1.58% | Add 3.55% | 202,963 | 6,959 | |
BND | Vanguard Total Bond Market ETF | 2024-09-30 | Add | +0.10% | 71.45 ($74) 75.64 | $73.09 | -1.23% | Add 14.28% | 60,288 | 7,535 | |
INTC | Intel Corp | 2024-09-30 | Sold Out | -0.09% | 18.89 ($24.97) 34.87 | $26.20 | 4.93% | Sold Out | 0 | -14,503 |
Human Investing LLC Total Holding History ($B)
Human Investing LLC's Asset Allocation
Human Investing LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Human Investing LLC's Hypothetical Growth since 2024-09-30
Human Investing LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Human Investing LLC's Holdings Heat Map
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Human Investing LLC's Holdings Bubble Chart
Human Investing LLC News
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