Portfolio (Quarterly)
Guide ↗
Human Investing LLC
· CIK 0001767513| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | IDEV | ISHARES TR | — | 12,543.0 | $1.0M | 0.15% | NEW | — | $80.17 | +11.7% |
| 42 | BLV | VANGUARD BD INDEX FDS | — | 13,932.0 | $987K | 0.15% | NEW | — | $70.85 | -2.5% |
| 43 | AMGN | AMGEN INC | Healthcare | 3,316.0 | $936K | 0.14% | NEW | — | $282.16 | +19.6% |
| 44 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,826.0 | $918K | 0.14% | NEW | — | $502.74 | — |
| 45 | AMZN | AMAZON COM INC | Consumer Cyclical | 4,043.0 | $888K | 0.13% | NEW | — | $219.57 | +11.3% |
| 46 | IEFA | ISHARES TR | — | 9,796.0 | $855K | 0.13% | NEW | — | $87.31 | +11.4% |
| 47 | CATH | GLOBAL X FDS | — | 9,558.0 | $775K | 0.11% | NEW | — | $81.06 | +10.2% |
| 48 | IEMG | ISHARES INC | — | 11,441.0 | $754K | 0.11% | NEW | — | $65.92 | +29.9% |
| 49 | QCOM | QUALCOMM INC | Technology | 4,365.0 | $726K | 0.11% | NEW | — | $166.35 | +35.9% |
| 50 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,228.0 | $677K | 0.10% | NEW | — | $303.94 | -8.3% |
| 51 | HDV | ISHARES TR | — | 5,439.0 | $666K | 0.10% | NEW | — | $122.44 | -78.0% |
| 52 | JNJ | JOHNSON & JOHNSON | Healthcare | 3,568.0 | $662K | 0.10% | NEW | — | $185.41 | +23.2% |
| 53 | VB | VANGUARD INDEX FDS | — | 2,587.0 | $658K | 0.10% | NEW | — | $254.28 | +16.6% |
| 54 | NVDA | NVIDIA CORPORATION | Technology | 3,339.0 | $623K | 0.09% | NEW | — | $186.56 | +12.9% |
| 55 | PAYX | PAYCHEX INC | Industrials | 4,695.0 | $595K | 0.09% | NEW | — | $126.76 | -22.5% |
| 56 | XVV | ISHARES TR | — | 11,419.0 | $588K | 0.09% | NEW | — | $51.52 | +10.6% |
| 57 | GLD | SPDR GOLD TR | Financial Services | 1,582.0 | $562K | 0.08% | NEW | — | $355.47 | +8.9% |
| 58 | TXN | TEXAS INSTRS INC | Technology | 2,949.0 | $542K | 0.08% | NEW | — | $183.76 | +75.7% |
| 59 | IGRO | ISHARES TR | — | 6,703.0 | $534K | 0.08% | NEW | — | $79.67 | +10.2% |
| 60 | SCHH | SCHWAB STRATEGIC TR | — | 24,585.0 | $530K | 0.08% | NEW | — | $21.57 | +8.4% |
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
51.2%
Healthcare
18.1%
Consumer Cyclical
14.7%
Communication Services
5.2%
Financial Services
4.9%
Industrials
4.4%
Consumer Defensive
1.5%