Human Investing LLC Diversified Active

Location: Lake Oswego, OR

CIK: 0001767513 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value: $568M (100.0% shares, 0.0% debt)

Holdings (91)

VOO VANGUARD INDEX FDS 26.8%
Value $152M Shares 295,838 Share Price $513.91 Est. Cost/Share $399.45 Unrealized @ Report Date +28.7%
VEA VANGUARD TAX-MANAGED FDS 10.5%
Value $59.77M Shares 1,175,861 Share Price $50.83 Est. Cost/Share $44.40 Unrealized @ Report Date +14.5%
VYM VANGUARD WHITEHALL FDS 5.6%
Value $31.97M Shares 247,882 Share Price $128.96 Est. Cost/Share $103.84 Unrealized @ Report Date +24.2%
VIG VANGUARD SPECIALIZED FUNDS 5.6%
Value $31.55M Shares 162,615 Share Price $193.99 Est. Cost/Share $151.60 Unrealized @ Report Date +28.0%
BSV VANGUARD BD INDEX FDS 5.4%
Value $30.65M Shares 391,555 Share Price $78.28 Est. Cost/Share $80.13 Unrealized @ Report Date -2.3%
IJH ISHARES TR 5.1%
Value $29.19M Shares 500,277 Share Price $58.35 Est. Cost/Share $54.43 Unrealized @ Report Date +7.2%
BNDX VANGUARD CHARLOTTE FDS 4.5%
Value $25.57M Shares 523,725 Share Price $48.82 Est. Cost/Share $54.29 Unrealized @ Report Date -10.1%
IVV ISHARES TR 3.7%
Value $21.17M Shares 37,668 Share Price $561.90 Est. Cost/Share $318.86 Unrealized @ Report Date +76.2%
BIV VANGUARD BD INDEX FDS 3.0%
Value $16.98M Shares 221,810 Share Price $76.57 Est. Cost/Share $84.47 Unrealized @ Report Date -9.3%
VGSH VANGUARD SCOTTSDALE FDS 2.7%
Value $15.62M Shares 266,081 Share Price $58.69 Est. Cost/Share $59.42 Unrealized @ Report Date -1.2%
VWO VANGUARD INTL EQUITY INDEX F 2.7%
Value $15.58M Shares 344,282 Share Price $45.26 Est. Cost/Share $43.84 Unrealized @ Report Date +3.2%
IJR ISHARES TR 2.6%
Value $15.04M Shares 143,825 Share Price $104.57 Est. Cost/Share $88.28 Unrealized @ Report Date +18.5%
ESGV VANGUARD WORLD FD 2.5%
Value $14.37M Shares 146,659 Share Price $97.95 Est. Cost/Share $78.52 Unrealized @ Report Date +24.7%
VYMI VANGUARD WHITEHALL FDS 2.3%
Value $12.83M Shares 174,098 Share Price $73.69 Est. Cost/Share $60.93 Unrealized @ Report Date +20.9%
VIGI VANGUARD WHITEHALL FDS 2.0%
Value $11.42M Shares 137,662 Share Price $82.94 Est. Cost/Share $73.45 Unrealized @ Report Date +12.9%
VTI VANGUARD INDEX FDS 1.0%
Value $5.82M Shares 21,175 Share Price $274.84 Est. Cost/Share $226.61 Unrealized @ Report Date +21.3%
VNQ VANGUARD INDEX FDS 0.9%
Value $4.873M Shares 53,824 Share Price $90.54 Est. Cost/Share $89.09 Unrealized @ Report Date +1.6%
VSGX VANGUARD WORLD FD 0.8%
Value $4.663M Shares 79,064 Share Price $58.98 Est. Cost/Share $52.59 Unrealized @ Report Date +12.2%
AVGO BROADCOM INC 0.8%
Value $4.591M Shares 27,422 Share Price $167.43 Est. Cost/Share $147.58 Unrealized @ Report Date +12.8%
BND VANGUARD BD INDEX FDS 0.8%
Value $4.413M Shares 60,082 Share Price $73.45 Est. Cost/Share $74.66 Unrealized @ Report Date -1.6%
VCEB VANGUARD WORLD FD 0.6%
Value $3.577M Shares 56,846 Share Price $62.92 Est. Cost/Share $68.13 Unrealized @ Report Date -7.7%
AAPL APPLE INC 0.6%
Value $3.558M Shares 16,016 Share Price $222.13 Est. Cost/Share $101.86 Unrealized @ Report Date +117.3%
VV VANGUARD INDEX FDS 0.5%
Value $2.944M Shares 11,454 Share Price $257.04 Est. Cost/Share $197.17 Unrealized @ Report Date +30.4%
VGIT VANGUARD SCOTTSDALE FDS 0.5%
Value $2.877M Shares 48,434 Share Price $59.40 Est. Cost/Share $63.91 Unrealized @ Report Date -7.1%
MSFT MICROSOFT CORP 0.5%
Value $2.847M Shares 7,585 Share Price $375.37 Est. Cost/Share $299.56 Unrealized @ Report Date +24.6%
ABBV ABBVIE INC 0.5%
Value $2.739M Shares 13,073 Share Price $209.52 * Est. Cost/Share $62.97 Unrealized @ Report Date +224.5%
HRB BLOCK H & R INC 0.4%
Value $2.248M Shares 40,947 Share Price $54.91 * Est. Cost/Share $17.63 Unrealized @ Report Date +203.9%
LLY ELI LILLY & CO 0.3%
Value $1.918M Shares 2,323 Share Price $825.80 Est. Cost/Share $248.50 Unrealized @ Report Date +230.5%
VXUS VANGUARD STAR FDS 0.3%
Value $1.848M Shares 29,762 Share Price $62.10 Est. Cost/Share $62.54 Unrealized @ Report Date -0.7%
NKE NIKE INC 0.3%
Value $1.67M Shares 26,310 Share Price $63.48 Est. Cost/Share $85.97 Unrealized @ Report Date -27.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.3%
Value $1.597M Shares 2 Share Price $798442.00 Est. Cost/Share $616493.94 Unrealized @ Report Date +29.5%
NVO NOVO-NORDISK A S 0.3%
Value $1.521M Shares 21,898 Share Price $69.44 Est. Cost/Share $22.22 Unrealized @ Report Date +212.5%
SUB ISHARES TR 0.2%
Value $1.402M Shares 13,279 Share Price $105.60 Est. Cost/Share $104.39 Unrealized @ Report Date +1.2%
AMGN AMGEN INC 0.2%
Value $1.354M Shares 4,344 Share Price $311.58 * Est. Cost/Share $211.83 Unrealized @ Report Date +43.6%
SCHX SCHWAB STRATEGIC TR 0.2%
Value $1.33M Shares 60,234 Share Price $22.08 Est. Cost/Share $20.60 Unrealized @ Report Date +7.2%
VTEB VANGUARD MUN BD FDS 0.2%
Value $1.183M Shares 23,842 Share Price $49.62 Est. Cost/Share $50.65 Unrealized @ Report Date -2.0%
HD HOME DEPOT INC 0.2%
Value $1.115M Shares 3,041 Share Price $366.51 Est. Cost/Share $315.54 Unrealized @ Report Date +14.0%
ITOT ISHARES TR 0.2%
Value $1.041M Shares 8,532 Share Price $122.01 Est. Cost/Share $107.36 Unrealized @ Report Date +13.6%
BLV VANGUARD BD INDEX FDS 0.2%
Value $937K Shares 13,313 Share Price $70.42 Est. Cost/Share $88.31 Unrealized @ Report Date -20.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $899K Shares 1,688 Share Price $532.58 Est. Cost/Share $340.23 Unrealized @ Report Date +56.5%
PAYX PAYCHEX INC 0.2%
Value $877K Shares 5,686 Share Price $154.28 * Est. Cost/Share $55.05 Unrealized @ Report Date +173.5%
GOOGL ALPHABET INC 0.1%
Value $833K Shares 5,387 Share Price $154.64 Est. Cost/Share $111.09 Unrealized @ Report Date +38.8%
MCD MCDONALDS CORP 0.1%
Value $721K Shares 2,308 Share Price $312.40 Est. Cost/Share $230.35 Unrealized @ Report Date +33.3%
AMZN AMAZON COM INC 0.1%
Value $684K Shares 3,596 Share Price $190.25 Est. Cost/Share $137.84 Unrealized @ Report Date +38.0%
IEFA ISHARES TR 0.1%
Value $683K Shares 9,033 Share Price $75.65 Est. Cost/Share $64.19 Unrealized @ Report Date +17.9%
QCOM QUALCOMM INC 0.1%
Value $648K Shares 4,219 Share Price $153.59 Est. Cost/Share $49.84 Unrealized @ Report Date +203.1%
DGRO ISHARES TR 0.1%
Value $641K Shares 10,380 Share Price $61.78 Est. Cost/Share $49.82 Unrealized @ Report Date +24.0%
CATH GLOBAL X FDS 0.1%
Value $632K Shares 9,359 Share Price $67.54 Est. Cost/Share $53.77 Unrealized @ Report Date +25.6%
IDCC INTERDIGITAL INC 0.1%
Value $620K Shares 3,000 Share Price $206.75 Est. Cost/Share $105.39 Unrealized @ Report Date +96.2%
JNJ JOHNSON & JOHNSON 0.1%
Value $619K Shares 3,730 Share Price $165.83 * Est. Cost/Share $151.45 Unrealized @ Report Date +7.1%
HPQ HP INC 0.1%
Value $598K Shares 21,614 Share Price $27.69 * Est. Cost/Share $17.24 Unrealized @ Report Date +55.4%
IDEV ISHARES TR 0.1%
Value $597K Shares 8,662 Share Price $68.89 Est. Cost/Share $57.15 Unrealized @ Report Date +20.5%
TXN TEXAS INSTRS INC 0.1%
Value $560K Shares 3,114 Share Price $179.72 * Est. Cost/Share $83.20 Unrealized @ Report Date +110.7%
IEMG ISHARES INC 0.1%
Value $541K Shares 10,033 Share Price $53.97 Est. Cost/Share $47.64 Unrealized @ Report Date +13.3%
ACN ACCENTURE PLC IRELAND 0.1%
Value $514K Shares 1,648 Share Price $311.96 Est. Cost/Share $318.52 Unrealized @ Report Date -3.0%
PM PHILIP MORRIS INTL INC 0.1%
Value $501K Shares 3,156 Share Price $158.73 * Est. Cost/Share $57.74 Unrealized @ Report Date +167.9%
SCHH SCHWAB STRATEGIC TR 0.1%
Value $493K Shares 22,911 Share Price $21.51 Est. Cost/Share $18.81 Unrealized @ Report Date +14.4%
ABT ABBOTT LABS 0.1%
Value $482K Shares 3,636 Share Price $132.65 Est. Cost/Share $115.36 Unrealized @ Report Date +13.4%
SPYX SPDR SER TR 0.1%
Value $448K Shares 9,789 Share Price $45.75 Est. Cost/Share $37.57 Unrealized @ Report Date +21.8%
GLD SPDR GOLD TR 0.1%
Value $447K Shares 1,550 Share Price $288.14 Est. Cost/Share $180.45 Unrealized @ Report Date +59.7%
MRK MERCK & CO INC 0.1%
Value $435K Shares 4,841 Share Price $89.76 * Est. Cost/Share $62.61 Unrealized @ Report Date +39.4%
XVV ISHARES TR 0.1%
Value $422K Shares 9,872 Share Price $42.78 Est. Cost/Share $31.35 Unrealized @ Report Date +36.5%
VB VANGUARD INDEX FDS 0.1%
Value $413K Shares 1,864 Share Price $221.74 Est. Cost/Share $206.18 Unrealized @ Report Date +7.6%
INFY INFOSYS LTD 0.1%
Value $405K Shares 22,214 Share Price $18.25 Est. Cost/Share $9.55 Unrealized @ Report Date +91.2%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $383K Shares 1,541 Share Price $248.66 Est. Cost/Share $114.04 Unrealized @ Report Date +114.0%
GILD GILEAD SCIENCES INC 0.1%
Value $375K Shares 3,343 Share Price $112.05 * Est. Cost/Share $62.90 Unrealized @ Report Date +74.5%
HDV ISHARES TR 0.1%
Value $368K Shares 3,036 Share Price $121.11 * Est. Cost/Share $20.17 Unrealized @ Report Date +20.1%
CSCO CISCO SYS INC 0.1%
Value $339K Shares 5,495 Share Price $61.71 * Est. Cost/Share $39.33 Unrealized @ Report Date +53.2%
SLV ISHARES SILVER TR 0.1%
Value $330K Shares 10,636 Share Price $30.99 Est. Cost/Share $22.90 Unrealized @ Report Date +35.3%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $328K Shares 659 Share Price $497.60 Est. Cost/Share $529.54 Unrealized @ Report Date -6.3%
IGRO ISHARES TR 0.1%
Value $311K Shares 4,298 Share Price $72.44 Est. Cost/Share $60.51 Unrealized @ Report Date +19.7%
DOX AMDOCS LTD 0.1%
Value $309K Shares 3,372 Share Price $91.50 Est. Cost/Share $54.82 Unrealized @ Report Date +63.8%
PG PROCTER AND GAMBLE CO 0.1%
Value $286K Shares 1,681 Share Price $170.38 Est. Cost/Share $142.34 Unrealized @ Report Date +17.4%
NVDA NVIDIA CORPORATION 0.1%
Value $286K Shares 2,641 Share Price $108.37 Est. Cost/Share $124.43 Unrealized @ Report Date -12.9%
JPM JPMORGAN CHASE & CO. 0.0%
Value $279K Shares 1,136 Share Price $245.30 Est. Cost/Share $208.64 Unrealized @ Report Date +15.7%
IYW ISHARES TR 0.0%
Value $269K Shares 1,916 Share Price $140.44 Est. Cost/Share $117.36 Unrealized @ Report Date +19.7%
KMB KIMBERLY-CLARK CORP 0.0%
Value $258K Shares 1,813 Share Price $142.22 * Est. Cost/Share $116.63 Unrealized @ Report Date +18.2%
AGG ISHARES TR 0.0%
Value $258K Shares 2,605 Share Price $98.91 Est. Cost/Share $97.76 Unrealized @ Report Date +1.2%
COF CAPITAL ONE FINL CORP 0.0%
Value $257K Shares 1,432 Share Price $179.35 Est. Cost/Share $142.75 Unrealized @ Report Date +24.4%
ORCL ORACLE CORP 0.0%
Value $252K Shares 1,799 Share Price $139.81 Est. Cost/Share $112.35 Unrealized @ Report Date +23.5%
EIG EMPLOYERS HLDGS INC 0.0%
Value $249K Shares 4,919 Share Price $50.64 * Est. Cost/Share $26.08 Unrealized @ Report Date +89.9%
IVE ISHARES TR 0.0%
Value $244K Shares 1,280 Share Price $190.62 Est. Cost/Share $181.48 Unrealized @ Report Date +5.0%
IVW ISHARES TR 0.0%
Value $241K Shares 2,597 Share Price $92.83 Est. Cost/Share $83.68 Unrealized @ Report Date +10.9%
CAT CATERPILLAR INC 0.0%
Value $231K Shares 699 Share Price $329.82 Est. Cost/Share $341.03 Unrealized @ Report Date -4.4%
WM WASTE MGMT INC DEL 0.0%
Value $230K Shares 995 Share Price $231.51 Est. Cost/Share $191.03 Unrealized @ Report Date +19.9%
TT TRANE TECHNOLOGIES PLC 0.0%
Value $230K Shares 682 Share Price $336.92 Est. Cost/Share $343.07 Unrealized @ Report Date -2.2%
GIS GENERAL MLS INC 0.0%
Value $228K Shares 3,821 Share Price $59.79 * Est. Cost/Share $33.20 Unrealized @ Report Date +73.9%
EMR EMERSON ELEC CO 0.0%
Value $228K Shares 2,083 Share Price $109.62 Est. Cost/Share $106.01 Unrealized @ Report Date +2.1%
SBUX STARBUCKS CORP 0.0%
Value $223K Shares 2,278 Share Price $98.09 * Est. Cost/Share $88.10 Unrealized @ Report Date +9.1%
MCO MOODYS CORP 0.0%
Value $214K Shares 461 Share Price $465.24 Est. Cost/Share $458.71 Unrealized @ Report Date +0.9%
GOOG ALPHABET INC 0.0%
Value $212K Shares 1,354 Share Price $156.21 Est. Cost/Share $117.26 Unrealized @ Report Date +32.9%