Human Investing LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VANGUARD WHITEHALL FDS | 0 | 247,921 | +247,921 | 0 | 36,716,956 | 5.35% | +36,716,956 |
| VANGUARD INDEX FDS | 0 | 23,192 | +23,192 | 0 | 6,930,812 | 1.01% | +6,930,812 |
| VANGUARD SCOTTSDALE FDS | 0 | 325,461 | +325,461 | 0 | 19,052,455 | 2.78% | +19,052,455 |
| TOAST INC(TOST) | 0 | 13,396 | +13,396 | 0 | 355,128 | 0.05% | +355,128 |
| EXXON MOBIL CORP(XOM) | 0 | 1,659 | +1,659 | 0 | 281,466 | 0.04% | +281,466 |
| NVIDIA CORPORATION(NVDA) | 0 | 4,619 | +4,619 | 0 | 805,631 | 0.12% | +805,631 |
| AMAZON COM INC(AMZN) | 0 | 5,523 | +5,523 | 0 | 1,150,355 | 0.17% | +1,150,355 |
| VANGUARD WHITEHALL FDS | 0 | 158,584 | +158,584 | 0 | 14,944,953 | 2.18% | +14,944,953 |
| MICRON TECHNOLOGY INC(MU) | 0 | 1,239 | +1,239 | 0 | 418,685 | 0.06% | +418,685 |
| GILEAD SCIENCES INC(GILD) | 0 | 1,484 | +1,484 | 0 | 206,826 | 0.03% | +206,826 |
| ISHARES TR | 0 | 4,261 | +4,261 | 0 | 202,629 | 0.03% | +202,629 |
| VANGUARD WORLD FD | 0 | 79,375 | +79,375 | 0 | 5,693,599 | 0.83% | +5,693,599 |
| SPDR GOLD TR(GLD) | 0 | 1,748 | +1,748 | 0 | 752,147 | 0.11% | +752,147 |
| VANGUARD INDEX FDS | 0 | 2,502 | +2,502 | 0 | 718,460 | 0.10% | +718,460 |
| INTEL CORP(INTC) | 0 | 14,525 | +14,525 | 0 | 640,989 | 0.09% | +640,989 |
| ISHARES TR | 0 | 6,073 | +6,073 | 0 | 824,273 | 0.12% | +824,273 |
| CATERPILLAR INC(CAT) | 0 | 674 | +674 | 0 | 477,780 | 0.07% | +477,780 |
| JOHNSON & JOHNSON(JNJ) | 0 | 3,195 | +3,195 | 0 | 781,039 | 0.11% | +781,039 |
| AMGEN INC(AMGN) | 0 | 3,582 | +3,582 | 0 | 1,260,235 | 0.18% | +1,260,235 |
| VANGUARD INDEX FDS | 0 | 3,338 | +3,338 | 0 | 874,272 | 0.13% | +874,272 |
| INVESCO QQQ TR | 0 | 531 | +531 | 0 | 306,483 | 0.04% | +306,483 |
| SCHWAB STRATEGIC TR | 0 | 1,961 | +1,961 | 0 | 52,175 | 0.01% | +52,175 |
| ISHARES INC | 0 | 13,750 | +13,750 | 0 | 959,125 | 0.14% | +959,125 |
| ALPHABET INC(GOOG) | 0 | 6,638 | +6,638 | 0 | 1,908,852 | 0.28% | +1,908,852 |
| VANGUARD MUN BD FDS | 0 | 20,780 | +20,780 | 0 | 1,036,720 | 0.15% | +1,036,720 |
| CISCO SYS INC(CSCO) | 0 | 5,032 | +5,032 | 0 | 390,445 | 0.06% | +390,445 |
| TRANE TECHNOLOGIES PLC(TT) | 0 | 712 | +712 | 0 | 296,719 | 0.04% | +296,719 |
| META PLATFORMS INC(META) | 0 | 444 | +444 | 0 | 253,907 | 0.04% | +253,907 |
| ISHARES TR | 0 | 12,989 | +12,989 | 0 | 1,085,475 | 0.16% | +1,085,475 |
| VANGUARD STAR FDS | 0 | 30,745 | +30,745 | 0 | 2,370,761 | 0.35% | +2,370,761 |
| RTX CORPORATION(RTX) | 0 | 1,304 | +1,304 | 0 | 251,558 | 0.04% | +251,558 |
| ISHARES SILVER TR(SLV) | 0 | 17,677 | +17,677 | 0 | 1,204,511 | 0.18% | +1,204,511 |
| SCHWAB STRATEGIC TR | 0 | 12,484 | +12,484 | 0 | 308,979 | 0.05% | +308,979 |
| ISHARES TR | 0 | 17,029 | +17,029 | 0 | 1,195,110 | 0.17% | +1,195,110 |
| ISHARES TR | 0 | 7,046 | +7,046 | 0 | 590,275 | 0.09% | +590,275 |
| PHILIP MORRIS INTL INC(PM) | 0 | 2,587 | +2,587 | 0 | 427,709 | 0.06% | +427,709 |
| STARBUCKS CORP(SBUX) | 0 | 2,644 | +2,644 | 0 | 236,871 | 0.03% | +236,871 |
| SCHWAB STRATEGIC TR | 0 | 7,216 | +7,216 | 0 | 223,403 | 0.03% | +223,403 |
| ISHARES TR | 0 | 11,487 | +11,487 | 0 | 1,223,343 | 0.18% | +1,223,343 |
| WASTE MGMT INC DEL(WM) | 0 | 957 | +957 | 0 | 219,910 | 0.03% | +219,910 |
| ISHARES TR | 0 | 9,392 | +9,392 | 0 | 850,282 | 0.12% | +850,282 |
| MCDONALDS CORP(MCD) | 0 | 1,969 | +1,969 | 0 | 611,986 | 0.09% | +611,986 |
| TESLA INC(TSLA) | 0 | 712 | +712 | 0 | 264,718 | 0.04% | +264,718 |
| VANGUARD SCOTTSDALE FDS | 0 | 54,864 | +54,864 | 0 | 3,267,156 | 0.48% | +3,267,156 |
| JPMORGAN CHASE & CO(JPM) | 0 | 1,274 | +1,274 | 0 | 374,760 | 0.05% | +374,760 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 1,854 | +1,854 | 0 | 888,437 | 0.13% | +888,437 |
| ISHARES TR | 0 | 3,607 | +3,607 | 0 | 272,133 | 0.04% | +272,133 |
| SCHWAB STRATEGIC TR | 0 | 23,814 | +23,814 | 0 | 511,772 | 0.07% | +511,772 |
| ISHARES TR | 0 | 17,756 | +17,756 | 0 | 873,957 | 0.13% | +873,957 |
| ISHARES TR | 0 | 957 | +957 | 0 | 202,071 | 0.03% | +202,071 |
| ALPHABET INC(GOOG) | 0 | 2,107 | +2,107 | 0 | 604,556 | 0.09% | +604,556 |
| ISHARES TR | 0 | 2,149 | +2,149 | 0 | 243,074 | 0.04% | +243,074 |
| SPDR SERIES TRUST | 0 | 10,329 | +10,329 | 0 | 547,741 | 0.08% | +547,741 |
| ISHARES TR | 0 | 1,834 | +1,834 | 0 | 332,725 | 0.05% | +332,725 |
| GLOBAL X FDS | 0 | 9,607 | +9,607 | 0 | 750,759 | 0.11% | +750,759 |
| VANGUARD SPECIALIZED FUNDS | 0 | 160,821 | +160,821 | 0 | 34,586,152 | 5.04% | +34,586,152 |
| INTERDIGITAL INC(IDCC) | 0 | 3,000 | +3,000 | 0 | 906,000 | 0.13% | +906,000 |
| MERCK & CO INC(MRK) | 0 | 3,278 | +3,278 | 0 | 394,254 | 0.06% | +394,254 |
| SCHWAB STRATEGIC TR | 0 | 63,828 | +63,828 | 0 | 1,636,570 | 0.24% | +1,636,570 |
| ISHARES TR | 0 | 8,408 | +8,408 | 0 | 1,197,609 | 0.17% | +1,197,609 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 0 | 662 | +662 | 0 | 325,393 | 0.05% | +325,393 |
| ORACLE CORP(ORCL) | 0 | 1,736 | +1,736 | 0 | 255,389 | 0.04% | +255,389 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 2 | +2 | 0 | 1,436,280 | 0.21% | +1,436,280 |
| CAPITAL ONE FINL CORP(COF) | 0 | 1,231 | +1,231 | 0 | 224,592 | 0.03% | +224,592 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 0 | 1,531 | +1,531 | 0 | 371,100 | 0.05% | +371,100 |
| HP INC(HPQ) | 0 | 13,092 | +13,092 | 0 | 251,488 | 0.04% | +251,488 |
| VANGUARD WORLD FD | 0 | 64,263 | +64,263 | 0 | 4,037,676 | 0.59% | +4,037,676 |
| ABBOTT LABORATORIES | 0 | 3,246 | +3,246 | 0 | 333,257 | 0.05% | +333,257 |
| INFOSYS LTD(INFY) | 0 | 16,192 | +16,192 | 0 | 218,757 | 0.03% | +218,757 |
| ACCENTURE PLC IRELAND | 0 | 1,233 | +1,233 | 0 | 244,413 | 0.04% | +244,413 |
| TEXAS INSTRS INC(TXN) | 0 | 1,937 | +1,937 | 0 | 376,127 | 0.05% | +376,127 |
| PAYCHEX INC(PAYX) | 0 | 3,951 | +3,951 | 0 | 363,957 | 0.05% | +363,957 |
| HOME DEPOT INC(HD) | 0 | 2,288 | +2,288 | 0 | 752,660 | 0.11% | +752,660 |
| QUALCOMM INC(QCOM) | 0 | 3,778 | +3,778 | 0 | 486,467 | 0.07% | +486,467 |
| MOODYS CORP(MCO) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ZEBRA TECHNOLOGIES CORPORATI(ZBRA) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| APPLE INC(AAPL) | 0 | 17,203 | +17,203 | 0 | 4,366,002 | 0.64% | +4,366,002 |
| ABBVIE INC(ABBV) | 0 | 9,469 | +9,469 | 0 | 2,059,326 | 0.30% | +2,059,326 |
| VANGUARD INDEX FDS | 0 | 21,885 | +21,885 | 0 | 7,020,973 | 1.02% | +7,020,973 |
| VANGUARD BD INDEX FDS | 0 | 73,363 | +73,363 | 0 | 5,402,444 | 0.79% | +5,402,444 |
| EMERSON ELEC CO(EMR) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| NOVO-NORDISK A S(NVO) | 0 | 16,402 | +16,402 | 0 | 602,774 | 0.09% | +602,774 |
| NIKE INC(NKE) | 0 | 22,393 | +22,393 | 0 | 1,182,791 | 0.17% | +1,182,791 |
| ELI LILLY & CO(LLY) | 0 | 2,324 | +2,324 | 0 | 2,137,253 | 0.31% | +2,137,253 |
| VANGUARD WHITEHALL FDS | 0 | 136,531 | +136,531 | 0 | 12,077,586 | 1.76% | +12,077,586 |
| VANGUARD TAX-MANAGED FDS | 0 | 1,208,409 | +1,208,409 | 0 | 77,434,884 | 11.28% | +77,434,884 |
| VANGUARD CHARLOTTE FDS | 0 | 627,219 | +627,219 | 0 | 30,137,876 | 4.39% | +30,137,876 |
| BLOCK H & R INC | 0 | 26,443 | +26,443 | 0 | 839,301 | 0.12% | +839,301 |
| VANGUARD WORLD FD | 0 | 151,472 | +151,472 | 0 | 17,005,770 | 2.48% | +17,005,770 |
| MICROSOFT CORP(MSFT) | 0 | 8,479 | +8,479 | 0 | 3,138,551 | 0.46% | +3,138,551 |
| VANGUARD INDEX FDS | 0 | 48,158 | +48,158 | 0 | 4,271,647 | 0.62% | +4,271,647 |
| VANGUARD BD INDEX FDS | 0 | 253,413 | +253,413 | 0 | 19,558,399 | 2.85% | +19,558,399 |
| BROADCOM INC(AVGO) | 0 | 24,889 | +24,889 | 0 | 7,703,506 | 1.12% | +7,703,506 |
| VANGUARD INTL EQUITY INDEX F | 0 | 339,382 | +339,382 | 0 | 18,343,584 | 2.67% | +18,343,584 |
| VANGUARD BD INDEX FDS | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ISHARES TR | 0 | 551,574 | +551,574 | 0 | 37,247,816 | 5.43% | +37,247,816 |
| ISHARES TR | 0 | 150,869 | +150,869 | 0 | 18,754,504 | 2.73% | +18,754,504 |
| ISHARES TR | 0 | 38,922 | +38,922 | 0 | 25,424,687 | 3.70% | +25,424,687 |
| VANGUARD BD INDEX FDS | 0 | 449,426 | +449,426 | 0 | 35,239,431 | 5.13% | +35,239,431 |
| VANGUARD INDEX FDS | 0 | 317,962 | +317,962 | 0 | 189,997,899 | 27.67% | +189,997,899 |