Human Investing LLC Diversified Active

Location: Lake Oswego, OR

CIK: 0001767513 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 3, 2025

Total Value: $677M (100.0% shares, 0.0% debt)

Holdings (91)

VOO VANGUARD INDEX FDS 27.8%
Value $188M Shares 307,240 Share Price $612.38 Est. Cost/Share $405.04 Unrealized @ Report Date +51.2%
VEA VANGUARD TAX-MANAGED FDS 10.7%
Value $72.56M Shares 1,210,963 Share Price $59.92 Est. Cost/Share $44.72 Unrealized @ Report Date +34.0%
IJH ISHARES TR 5.4%
Value $36.42M Shares 558,021 Share Price $65.26 Est. Cost/Share $55.12 Unrealized @ Report Date +18.4%
BSV VANGUARD BD INDEX FDS 5.2%
Value $35.2M Shares 446,060 Share Price $78.91 Est. Cost/Share $79.93 Unrealized @ Report Date -1.3%
VYM VANGUARD WHITEHALL FDS 5.1%
Value $34.71M Shares 246,276 Share Price $140.95 Est. Cost/Share $104.10 Unrealized @ Report Date +35.4%
VIG VANGUARD SPECIALIZED FUNDS 5.1%
Value $34.63M Shares 160,475 Share Price $215.79 Est. Cost/Share $151.60 Unrealized @ Report Date +42.3%
BNDX VANGUARD CHARLOTTE FDS 4.4%
Value $29.93M Shares 605,085 Share Price $49.46 Est. Cost/Share $53.62 Unrealized @ Report Date -7.8%
IVV ISHARES TR 3.9%
Value $26.67M Shares 39,848 Share Price $669.29 Est. Cost/Share $333.77 Unrealized @ Report Date +100.5%
BIV VANGUARD BD INDEX FDS 2.9%
Value $19.54M Shares 250,173 Share Price $78.09 Est. Cost/Share $83.62 Unrealized @ Report Date -6.6%
IJR ISHARES TR 2.8%
Value $19.08M Shares 160,591 Share Price $118.83 Est. Cost/Share $90.41 Unrealized @ Report Date +31.4%
VWO VANGUARD INTL EQUITY INDEX F 2.8%
Value $19M Shares 350,668 Share Price $54.18 Est. Cost/Share $43.94 Unrealized @ Report Date +23.3%
VGSH VANGUARD SCOTTSDALE FDS 2.7%
Value $17.94M Shares 304,871 Share Price $58.85 Est. Cost/Share $59.33 Unrealized @ Report Date -0.8%
ESGV VANGUARD WORLD FD 2.5%
Value $17.16M Shares 144,857 Share Price $118.44 Est. Cost/Share $79.02 Unrealized @ Report Date +49.9%
VYMI VANGUARD WHITEHALL FDS 2.1%
Value $13.94M Shares 164,670 Share Price $84.68 Est. Cost/Share $60.93 Unrealized @ Report Date +39.0%
VIGI VANGUARD WHITEHALL FDS 1.8%
Value $12.19M Shares 136,065 Share Price $89.57 Est. Cost/Share $73.45 Unrealized @ Report Date +21.9%
AVGO BROADCOM INC 1.3%
Value $8.798M Shares 26,669 Share Price $329.91 Est. Cost/Share $147.58 Unrealized @ Report Date +123.1%
VTI VANGUARD INDEX FDS 1.0%
Value $6.913M Shares 21,064 Share Price $328.18 Est. Cost/Share $227.82 Unrealized @ Report Date +44.1%
VV VANGUARD INDEX FDS 0.9%
Value $5.922M Shares 19,236 Share Price $307.87 Est. Cost/Share $224.65 Unrealized @ Report Date +37.0%
VSGX VANGUARD WORLD FD 0.8%
Value $5.322M Shares 76,723 Share Price $69.37 Est. Cost/Share $52.59 Unrealized @ Report Date +31.9%
VNQ VANGUARD INDEX FDS 0.8%
Value $5.116M Shares 55,958 Share Price $91.42 Est. Cost/Share $89.17 Unrealized @ Report Date +2.5%
BND VANGUARD BD INDEX FDS 0.7%
Value $5.031M Shares 67,644 Share Price $74.37 Est. Cost/Share $74.49 Unrealized @ Report Date -0.2%
AAPL APPLE INC 0.6%
Value $4.29M Shares 16,849 Share Price $254.63 Est. Cost/Share $107.65 Unrealized @ Report Date +136.3%
VCEB VANGUARD WORLD FD 0.6%
Value $4.002M Shares 62,344 Share Price $64.20 Est. Cost/Share $67.69 Unrealized @ Report Date -5.2%
MSFT MICROSOFT CORP 0.6%
Value $3.991M Shares 7,706 Share Price $517.93 Est. Cost/Share $299.56 Unrealized @ Report Date +72.6%
VGIT VANGUARD SCOTTSDALE FDS 0.5%
Value $3.156M Shares 52,570 Share Price $60.03 Est. Cost/Share $63.57 Unrealized @ Report Date -5.6%
ABBV ABBVIE INC 0.4%
Value $2.496M Shares 10,780 Share Price $231.54 Est. Cost/Share $62.97 Unrealized @ Report Date +265.1%
VXUS VANGUARD STAR FDS 0.3%
Value $2.249M Shares 30,615 Share Price $73.46 Est. Cost/Share $62.65 Unrealized @ Report Date +17.3%
HRB BLOCK H & R INC 0.3%
Value $1.783M Shares 35,261 Share Price $50.57 Est. Cost/Share $17.63 Unrealized @ Report Date +184.0%
LLY ELI LILLY & CO 0.3%
Value $1.77M Shares 2,320 Share Price $762.90 Est. Cost/Share $248.50 Unrealized @ Report Date +206.6%
SCHX SCHWAB STRATEGIC TR 0.3%
Value $1.695M Shares 64,345 Share Price $26.34 Est. Cost/Share $20.75 Unrealized @ Report Date +26.9%
NKE NIKE INC 0.2%
Value $1.689M Shares 24,218 Share Price $69.73 Est. Cost/Share $85.97 Unrealized @ Report Date -19.4%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $1.508M Shares 2 Share Price $754200.00 Est. Cost/Share $616493.94 Unrealized @ Report Date +22.3%
GOOGL ALPHABET INC 0.2%
Value $1.502M Shares 6,178 Share Price $243.10 Est. Cost/Share $122.70 Unrealized @ Report Date +98.0%
SUB ISHARES TR 0.2%
Value $1.306M Shares 12,226 Share Price $106.78 Est. Cost/Share $104.39 Unrealized @ Report Date +2.3%
HD HOME DEPOT INC 0.2%
Value $1.198M Shares 2,956 Share Price $405.23 Est. Cost/Share $315.54 Unrealized @ Report Date +27.6%
ITOT ISHARES TR 0.2%
Value $1.194M Shares 8,195 Share Price $145.66 Est. Cost/Share $108.71 Unrealized @ Report Date +34.0%
NVO NOVO-NORDISK A S 0.2%
Value $1.044M Shares 18,810 Share Price $55.49 Est. Cost/Share $22.22 Unrealized @ Report Date +149.7%
IDCC INTERDIGITAL INC 0.2%
Value $1.036M Shares 3,000 Share Price $345.23 Est. Cost/Share $105.39 Unrealized @ Report Date +227.6%
VTEB VANGUARD MUN BD FDS 0.2%
Value $1.016M Shares 20,285 Share Price $50.07 Est. Cost/Share $50.65 Unrealized @ Report Date -1.1%
DGRO ISHARES TR 0.1%
Value $1.008M Shares 14,807 Share Price $68.08 Est. Cost/Share $53.16 Unrealized @ Report Date +28.1%
IDEV ISHARES TR 0.1%
Value $1.006M Shares 12,543 Share Price $80.17 Est. Cost/Share $61.92 Unrealized @ Report Date +29.5%
BLV VANGUARD BD INDEX FDS 0.1%
Value $987K Shares 13,932 Share Price $70.85 Est. Cost/Share $87.45 Unrealized @ Report Date -19.0%
AMGN AMGEN INC 0.1%
Value $936K Shares 3,316 Share Price $282.16 Est. Cost/Share $213.36 Unrealized @ Report Date +31.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value $918K Shares 1,826 Share Price $502.74 Est. Cost/Share $351.60 Unrealized @ Report Date +43.0%
AMZN AMAZON COM INC 0.1%
Value $888K Shares 4,043 Share Price $219.57 Est. Cost/Share $146.27 Unrealized @ Report Date +50.1%
IEFA ISHARES TR 0.1%
Value $855K Shares 9,796 Share Price $87.31 Est. Cost/Share $65.48 Unrealized @ Report Date +33.3%
CATH GLOBAL X FDS 0.1%
Value $775K Shares 9,558 Share Price $81.06 Est. Cost/Share $54.69 Unrealized @ Report Date +48.2%
IEMG ISHARES INC 0.1%
Value $754K Shares 11,441 Share Price $65.92 Est. Cost/Share $48.76 Unrealized @ Report Date +35.2%
QCOM QUALCOMM INC 0.1%
Value $726K Shares 4,365 Share Price $166.35 Est. Cost/Share $53.16 Unrealized @ Report Date +211.3%
MCD MCDONALDS CORP 0.1%
Value $677K Shares 2,228 Share Price $303.94 Est. Cost/Share $230.35 Unrealized @ Report Date +31.1%
HDV ISHARES TR 0.1%
Value $666K Shares 5,439 Share Price $122.44 * Est. Cost/Share $21.43 Unrealized @ Report Date +14.3%
JNJ JOHNSON & JOHNSON 0.1%
Value $662K Shares 3,568 Share Price $185.41 Est. Cost/Share $152.59 Unrealized @ Report Date +20.8%
VB VANGUARD INDEX FDS 0.1%
Value $658K Shares 2,587 Share Price $254.28 Est. Cost/Share $211.99 Unrealized @ Report Date +19.9%
NVDA NVIDIA CORPORATION 0.1%
Value $623K Shares 3,339 Share Price $186.56 Est. Cost/Share $126.20 Unrealized @ Report Date +47.8%
PAYX PAYCHEX INC 0.1%
Value $595K Shares 4,695 Share Price $126.76 Est. Cost/Share $55.05 Unrealized @ Report Date +128.1%
XVV ISHARES TR 0.1%
Value $588K Shares 11,419 Share Price $51.52 Est. Cost/Share $33.76 Unrealized @ Report Date +52.6%
GLD SPDR GOLD TR 0.1%
Value $562K Shares 1,582 Share Price $355.47 Est. Cost/Share $182.92 Unrealized @ Report Date +94.3%
TXN TEXAS INSTRS INC 0.1%
Value $542K Shares 2,949 Share Price $183.76 Est. Cost/Share $83.20 Unrealized @ Report Date +118.9%
IGRO ISHARES TR 0.1%
Value $534K Shares 6,703 Share Price $79.67 Est. Cost/Share $66.09 Unrealized @ Report Date +20.5%
SCHH SCHWAB STRATEGIC TR 0.1%
Value $530K Shares 24,585 Share Price $21.57 Est. Cost/Share $19.00 Unrealized @ Report Date +13.5%
VO VANGUARD INDEX FDS 0.1%
Value $528K Shares 1,796 Share Price $293.82 * Est. Cost/Share $66.11 Unrealized @ Report Date +11.1%
GOOG ALPHABET INC 0.1%
Value $527K Shares 2,165 Share Price $243.53 Est. Cost/Share $151.56 Unrealized @ Report Date +60.6%
ORCL ORACLE CORP 0.1%
Value $508K Shares 1,808 Share Price $281.25 Est. Cost/Share $112.35 Unrealized @ Report Date +149.9%
ABT ABBOTT LABS 0.1%
Value $464K Shares 3,461 Share Price $133.94 Est. Cost/Share $115.36 Unrealized @ Report Date +15.6%
HPQ HP INC 0.1%
Value $452K Shares 16,608 Share Price $27.23 Est. Cost/Share $17.24 Unrealized @ Report Date +56.1%
SLV ISHARES SILVER TR 0.1%
Value $451K Shares 10,636 Share Price $42.37 Est. Cost/Share $22.90 Unrealized @ Report Date +85.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $425K Shares 1,508 Share Price $282.16 Est. Cost/Share $114.04 Unrealized @ Report Date +146.1%
PM PHILIP MORRIS INTL INC 0.1%
Value $420K Shares 2,588 Share Price $162.21 Est. Cost/Share $57.74 Unrealized @ Report Date +175.8%
JPM JPMORGAN CHASE & CO. 0.1%
Value $378K Shares 1,198 Share Price $315.43 Est. Cost/Share $212.94 Unrealized @ Report Date +47.4%
IYW ISHARES TR 0.1%
Value $363K Shares 1,853 Share Price $195.86 Est. Cost/Share $119.09 Unrealized @ Report Date +64.5%
ACN ACCENTURE PLC IRELAND 0.1%
Value $352K Shares 1,429 Share Price $246.53 Est. Cost/Share $318.52 Unrealized @ Report Date -22.6%
CSCO CISCO SYS INC 0.0%
Value $337K Shares 4,923 Share Price $68.42 Est. Cost/Share $45.19 Unrealized @ Report Date +49.7%
MRK MERCK & CO INC 0.0%
Value $336K Shares 4,004 Share Price $83.93 Est. Cost/Share $62.61 Unrealized @ Report Date +32.9%
CAT CATERPILLAR INC 0.0%
Value $322K Shares 675 Share Price $477.19 Est. Cost/Share $344.03 Unrealized @ Report Date +38.3%
COF CAPITAL ONE FINL CORP 0.0%
Value $313K Shares 1,470 Share Price $212.60 Est. Cost/Share $143.79 Unrealized @ Report Date +47.3%
INFY INFOSYS LTD 0.0%
Value $307K Shares 18,883 Share Price $16.27 Est. Cost/Share $9.55 Unrealized @ Report Date +70.4%
URI UNITED RENTALS INC 0.0%
Value $298K Shares 312 Share Price $954.66 Est. Cost/Share $665.35 Unrealized @ Report Date +43.2%
DMXF ISHARES TR 0.0%
Value $277K Shares 3,661 Share Price $75.75 Est. Cost/Share $71.35 Unrealized @ Report Date +6.2%
EMR EMERSON ELEC CO 0.0%
Value $274K Shares 2,087 Share Price $131.16 Est. Cost/Share $106.01 Unrealized @ Report Date +23.2%
GILD GILEAD SCIENCES INC 0.0%
Value $269K Shares 2,425 Share Price $111.01 Est. Cost/Share $62.90 Unrealized @ Report Date +75.3%
META META PLATFORMS INC 0.0%
Value $265K Shares 360 Share Price $734.94 Est. Cost/Share $629.98 Unrealized @ Report Date +16.5%
PG PROCTER AND GAMBLE CO 0.0%
Value $259K Shares 1,688 Share Price $153.61 Est. Cost/Share $142.34 Unrealized @ Report Date +7.2%
RTX RTX CORPORATION 0.0%
Value $248K Shares 1,483 Share Price $167.33 Est. Cost/Share $132.04 Unrealized @ Report Date +26.2%
TSLA TESLA INC 0.0%
Value $246K Shares 553 Share Price $445.00 Est. Cost/Share $346.84 Unrealized @ Report Date +28.2%
IVW ISHARES TR 0.0%
Value $246K Shares 2,034 Share Price $120.72 Est. Cost/Share $83.68 Unrealized @ Report Date +44.3%
QQQ INVESCO QQQ TR 0.0%
Value $237K Shares 394 Share Price $600.37 Est. Cost/Share $498.30 Unrealized @ Report Date +20.5%
DOX AMDOCS LTD 0.0%
Value $234K Shares 2,855 Share Price $82.05 Est. Cost/Share $54.82 Unrealized @ Report Date +48.7%
WM WASTE MGMT INC DEL 0.0%
Value $220K Shares 997 Share Price $220.83 Est. Cost/Share $191.03 Unrealized @ Report Date +15.2%
MCO MOODYS CORP 0.0%
Value $220K Shares 462 Share Price $476.02 Est. Cost/Share $458.71 Unrealized @ Report Date +3.7%
IVE ISHARES TR 0.0%
Value $215K Shares 1,042 Share Price $206.51 Est. Cost/Share $181.48 Unrealized @ Report Date +13.8%
SCHM SCHWAB STRATEGIC TR 0.0%
Value $213K Shares 7,189 Share Price $29.64 Est. Cost/Share $29.11 Unrealized @ Report Date +1.8%