Portfolio (Quarterly)
Guide ↗
Human Investing LLC
· CIK 0001767513| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SLV | ISHARES SILVER TR | Financial Services | 18,355.0 | $1.2M | 0.17% | +8K | +72.6% | $64.42 | -7.6% |
| 22 | AMGN | AMGEN INC | Healthcare | 3,597.0 | $1.2M | 0.17% | +281.0 | +8.5% | $327.33 | +3.1% |
| 23 | DGRO | ISHARES TR | — | 16,905.0 | $1.2M | 0.17% | +2K | +14.2% | $69.42 | +7.8% |
| 24 | BLV | VANGUARD BD INDEX FDS | — | 16,303.0 | $1.1M | 0.16% | +2K | +17.0% | $69.52 | -0.6% |
| 25 | IDEV | ISHARES TR | — | 12,804.0 | $1.1M | 0.15% | +261.0 | +2.1% | $82.48 | +8.6% |
| 26 | IEMG | ISHARES INC | — | 13,519.0 | $909K | 0.13% | +2K | +18.2% | $67.22 | +27.4% |
| 27 | XVV | ISHARES TR | — | 16,964.0 | $894K | 0.13% | +6K | +48.6% | $52.70 | +8.2% |
| 28 | VB | VANGUARD INDEX FDS | — | 3,070.0 | $792K | 0.11% | +483.0 | +18.7% | $257.98 | +14.9% |
| 29 | HDV | ISHARES TR | — | 5,901.0 | $718K | 0.10% | +462.0 | +8.5% | $121.61 | -77.8% |
| 30 | VO | VANGUARD INDEX FDS | — | 2,075.0 | $602K | 0.09% | +279.0 | +15.5% | $290.23 | -72.4% |
| 31 | IGRO | ISHARES TR | — | 6,875.0 | $569K | 0.08% | +172.0 | +2.6% | $82.77 | +6.1% |
| 32 | SCHH | SCHWAB STRATEGIC TR | — | 24,891.0 | $520K | 0.07% | +306.0 | +1.2% | $20.89 | +11.9% |
| 33 | MRK | MERCK & CO INC | Healthcare | 4,221.0 | $444K | 0.06% | +217.0 | +5.4% | $105.25 | +8.2% |
| 34 | IVW | ISHARES TR | — | 2,193.0 | $270K | 0.04% | +159.0 | +7.8% | $123.26 | +11.9% |
| 35 | TSLA | TESLA INC | Consumer Cyclical | 578.0 | $260K | 0.04% | +25.0 | +4.5% | $449.79 | -11.0% |
| 36 | IVE | ISHARES TR | — | 1,071.0 | $227K | 0.03% | +29.0 | +2.8% | $212.07 | +6.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
50.5%
Healthcare
19.4%
Consumer Cyclical
12.7%
Financial Services
6.4%
Communication Services
6.0%
Industrials
4.1%
Consumer Defensive
0.9%