Investor
Human Investing LLC
CIK 0001767513 · filed 2026-05-07 · SEC filing
13F book
$686.6M
Positions
96
5 new · 4 sold
Largest name
27.7%
Vanguard Index Fds
Est. mark
−$13.2M
Price effect on 91 names still held. Flow −$8.32M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 318K | $190M | 27.7% | −$9.38M | Added−$8.86M |
| Vanguard Tax-Managed Fds | — | 1.21M | $77.4M | 11.3% | $1.95M | Cut−$398.7K |
| Ishares Tr | — | 551.6K | $37.2M | 5.4% | $843.9K | Cut−$1.17M |
| Vanguard Whitehall Fds | — | 247.9K | $36.7M | 5.3% | $1.13M | Added$1.34M |
| Vanguard Bd Index Fds | — | 449.4K | $35.2M | 5.1% | −$179.9K | Cut−$1.73M |
| Vanguard Specialized Funds | — | 160.8K | $34.6M | 5.0% | −$743.7K | Added−$46.2K |
| Vanguard Charlotte Fds | — | 627.2K | $30.1M | 4.4% | −$169.4K | Cut−$430.7K |
| Ishares Tr | — | 38.9K | $25.4M | 3.7% | −$1.23M | Cut−$1.57M |
| Vanguard Bd Index Fds | — | 253.4K | $19.6M | 2.8% | −$177.4K | Cut−$856.1K |
| Vanguard Scottsdale Fds | — | 325.5K | $19.1M | 2.8% | −$60.4K | Added$369.8K |
| Ishares Tr | — | 150.9K | $18.8M | 2.7% | $623K | Cut−$1.44M |
| Vanguard Intl Equity Index F | — | 339.4K | $18.3M | 2.7% | $98.4K | Cut−$1.1M |
| Vanguard World Fd | — | 151.5K | $17M | 2.5% | −$1.27M | Added−$642.7K |
| Vanguard Whitehall Fds | — | 158.6K | $14.9M | 2.2% | $672.4K | Cut$224.9K |
| Vanguard Whitehall Fds | — | 136.5K | $12.1M | 1.8% | −$406.7K | Added−$365.2K |
| Broadcom Inc. | AVGO | 24.9K | $7.7M | 1.1% | −$910.7K | Cut−$983.7K |
| Vanguard Index Fds | — | 21.9K | $7.02M | 1.0% | −$314.2K | Added−$265.8K |
| Vanguard Index Fds | — | 23.2K | $6.93M | 1.0% | −$326.9K | Added$478.8K |
| Vanguard World Fd | — | 79.4K | $5.69M | 0.8% | $8.45K | Added$191.9K |
| Vanguard Bd Index Fds | — | 73.4K | $5.4M | 0.8% | −$31.5K | Cut−$267.5K |
| Apple Inc. | AAPL | 17.2K | $4.37M | 0.6% | −$306.2K | Added−$241.5K |
| Vanguard Index Fds | — | 48.2K | $4.27M | 0.6% | $10.2K | Cut−$839.1K |
| Vanguard World Fd | — | 64.3K | $4.04M | 0.6% | −$51.4K | Cut−$86.3K |
| Vanguard Scottsdale Fds | — | 54.9K | $3.27M | 0.5% | −$20.7K | Added$3.11K |
| Microsoft Corp | MSFT | 8.48K | $3.14M | 0.5% | −$915.7K | Added−$763.9K |
| Vanguard Star Fds | — | 30.7K | $2.37M | 0.3% | $51.3K | Cut$29K |
| Eli Lilly & Co | LLY | 2.32K | $2.14M | 0.3% | −$357.4K | Added−$341.7K |
| AbbVie Inc. | ABBV | 9.47K | $2.06M | 0.3% | −$104.2K | Cut−$256.6K |
| Alphabet Inc | — | 6.64K | $1.91M | 0.3% | −$151.7K | Added$42.1K |
| Schwab Strategic Tr | — | 63.8K | $1.64M | 0.2% | −$79.7K | Added−$52.5K |
| Berkshire Hathaway Inc Del | — | 2 | $1.44M | 0.2% | −$73.3K | Held |
| Amgen Inc | AMGN | 3.58K | $1.26M | 0.2% | $87.8K | Cut$82.8K |
| Ishares Tr | — | 11.5K | $1.22M | 0.2% | −$2.25K | Added$13.2K |
| Ishares Silver Tr | — | 17.7K | $1.2M | 0.2% | $65.8K | Cut$22.1K |
| Ishares Tr | — | 8.41K | $1.2M | 0.2% | −$52.7K | Cut−$56.5K |
| Ishares Tr | — | 17K | $1.2M | 0.2% | $12.8K | Added$21.6K |
| NIKE, Inc. | NKE | 22.4K | $1.18M | 0.2% | −$243.8K | Cut−$329.2K |
| Amazon Com Inc | AMZN | 5.52K | $1.15M | 0.2% | −$90.3K | Added$226.7K |
| Ishares Tr | — | 13K | $1.09M | 0.2% | $13.9K | Added$29.4K |
| Vanguard Mun Bd Fds | — | 20.8K | $1.04M | 0.2% | −$7.94K | Added$36.8K |
| Ishares Inc | — | 13.8K | $959.1K | 0.1% | $34.2K | Added$50.3K |
| InterDigital, Inc. | IDCC | 3K | $906K | 0.1% | −$49.1K | Held |
| Berkshire Hathaway Inc Del | — | 1.85K | $888.4K | 0.1% | −$41.3K | Added$379 |
| Vanguard Index Fds | — | 3.34K | $874.3K | 0.1% | $12.1K | Added$82.3K |
| Ishares Tr | — | 17.8K | $874K | 0.1% | −$59K | Added−$20K |
| Ishares Tr | — | 9.39K | $850.3K | 0.1% | $10.1K | Cut$7.33K |
| Block H & R Inc | — | 26.4K | $839.3K | 0.1% | −$313.1K | Cut−$484.6K |
| Ishares Tr | — | 6.07K | $824.3K | 0.1% | $83.3K | Added$106.7K |
| Nvidia Corp | NVDA | 4.62K | $805.6K | 0.1% | −$34.4K | Added$275.5K |
| Johnson & Johnson | JNJ | 3.19K | $781K | 0.1% | $119.8K | Cut$91.6K |
| Home Depot, Inc. | HD | 2.29K | $752.7K | 0.1% | −$34.7K | Cut−$157.2K |
| Spdr Gold Tr | — | 1.75K | $752.1K | 0.1% | $54K | Added$122.4K |
| Global X Fds | — | 9.61K | $750.8K | 0.1% | −$39K | Added−$34.9K |
| Vanguard Index Fds | — | 2.5K | $718.5K | 0.1% | −$6.37K | Added$116.2K |
| Intel Corp | INTC | 14.5K | $641K | 0.1% | $104.1K | Added$109.7K |
| Mcdonalds Corp | MCD | 1.97K | $612K | 0.1% | $10.3K | Cut$6.07K |
| Alphabet Inc | — | 2.11K | $604.6K | 0.1% | −$54.1K | Added−$27.1K |
| Novo-Nordisk A S | — | 16.4K | $602.8K | 0.1% | −$231.8K | Cut−$302.4K |
| Ishares Tr | — | 7.05K | $590.3K | 0.1% | $6.94K | Added$21.3K |
| Spdr Series Trust | — | 10.3K | $547.7K | 0.1% | −$32.6K | Held |
| Schwab Strategic Tr | — | 23.8K | $511.8K | 0.1% | $14.3K | Cut−$8.21K |
| Qualcomm Inc | — | 3.78K | $486.5K | 0.1% | −$159.8K | Cut−$187.3K |
| Caterpillar Inc | CAT | 674 | $477.8K | 0.1% | $89K | Added$101.8K |
| Philip Morris Intl Inc | — | 2.59K | $427.7K | 0.1% | $12.5K | Added$18.3K |
| Micron Technology Inc | MU | 1.24K | $418.7K | 0.1% | $37.9K | Added$212.3K |
| Merck & Co., Inc. | MRK | 3.28K | $394.3K | 0.1% | $49.3K | Cut−$50K |
| Cisco Sys Inc | — | 5.03K | $390.4K | 0.1% | $2.58K | Added$34.8K |
| Texas Instrs Inc | — | 1.94K | $376.1K | 0.1% | $40K | Cut−$112.8K |
| Jpmorgan Chase & Co. | — | 1.27K | $374.8K | 0.1% | −$32.4K | Added$2.58K |
| International Business Machs | — | 1.53K | $371.1K | 0.1% | −$81.5K | Added−$77.2K |
| Paychex Inc | PAYX | 3.95K | $364K | 0.1% | −$79.3K | Cut−$132.3K |
| Toast, Inc. | TOST | 13.4K | $355.1K | 0.1% | — | New |
| Abbott Labs | ABT | 3.25K | $333.3K | 0.0% | −$73.4K | Cut−$89.6K |
| Ishares Tr | — | 1.83K | $332.7K | 0.0% | −$33.5K | Held |
| Thermo Fisher Scientific Inc. | TMO | 662 | $325.4K | 0.0% | −$58.2K | Added−$57.2K |
| Schwab Strategic Tr | — | 12.5K | $309K | 0.0% | $8.49K | Added$21.6K |
| Invesco Qqq Tr | — | 531 | $306.5K | 0.0% | −$14.6K | Added$65.1K |
| Trane Technologies Plc | TT | 712 | $296.7K | 0.0% | $18.6K | Added$31.2K |
| Exxon Mobil Corp | — | 1.66K | $281.5K | 0.0% | — | New |
| Ishares Tr | — | 3.61K | $272.1K | 0.0% | $1.01K | Cut−$1.02K |
| Tesla, Inc. | TSLA | 712 | $264.7K | 0.0% | −$45.1K | Added$4.74K |
| Oracle Corp | — | 1.74K | $255.4K | 0.0% | −$77.1K | Added−$59.1K |
| Meta Platforms, Inc. | META | 444 | $253.9K | 0.0% | −$29.9K | Added$30.1K |
| RTX Corp | RTX | 1.3K | $251.6K | 0.0% | $11.9K | Added$22.5K |
| Hp Inc | HPQ | 13.1K | $251.5K | 0.0% | −$40.2K | Cut−$84.6K |
| Accenture Plc Ireland | — | 1.23K | $244.4K | 0.0% | −$86.3K | Cut−$104.3K |
| Ishares Tr | — | 2.15K | $243.1K | 0.0% | −$21.8K | Cut−$27.2K |
| Starbucks Corp | SBUX | 2.64K | $236.9K | 0.0% | $13.9K | Added$18.2K |
| Capital One Finl Corp | — | 1.23K | $224.6K | 0.0% | −$73.7K | Cut−$76.3K |
| Schwab Strategic Tr | — | 7.22K | $223.4K | 0.0% | $6.12K | Added$16K |
| Waste Mgmt Inc Del | — | 957 | $219.9K | 0.0% | $9.5K | Added$12.9K |
| Infosys Ltd | INFY | 16.2K | $218.8K | 0.0% | −$69.8K | Cut−$104.1K |
| Gilead Sciences, Inc. | GILD | 1.48K | $206.8K | 0.0% | — | New |
| Ishares Tr | — | 4.26K | $202.6K | 0.0% | — | New |
| Ishares Tr | — | 957 | $202.1K | 0.0% | −$880 | Cut−$25.1K |
| Schwab Us Tips Etf | — | 1.96K | $52.2K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.