Portfolio (Quarterly)
Guide ↗
Human Investing LLC
· CIK 0001767513| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | — | 157,578.0 | $34.6M | 4.89% | -3K | -1.8% | $219.78 | +7.0% |
| 2 | IVV | ISHARES TR | — | 39,417.0 | $27.0M | 3.81% | -431.0 | -1.1% | $684.94 | +9.5% |
| 3 | VYMI | VANGUARD WHITEHALL FDS | — | 163,556.0 | $14.7M | 2.08% | -1K | -0.7% | $90.00 | +10.3% |
| 4 | AVGO | BROADCOM INC | Technology | 25,100.0 | $8.7M | 1.23% | -2K | -5.9% | $346.10 | +18.9% |
| 5 | LLY | ELI LILLY & CO | Healthcare | 2,307.0 | $2.5M | 0.35% | -13.0 | -0.6% | $1074.54 | +2.2% |
| 6 | ABBV | ABBVIE INC | Healthcare | 10,136.0 | $2.3M | 0.33% | -644.0 | -6.0% | $228.49 | -5.3% |
| 7 | GOOGL | ALPHABET INC | Communication Services | 5,964.0 | $1.9M | 0.26% | -214.0 | -3.5% | $313.00 | +17.6% |
| 8 | SCHX | SCHWAB STRATEGIC TR | — | 62,767.0 | $1.7M | 0.24% | -2K | -2.5% | $26.91 | +9.6% |
| 9 | NKE | NIKE INC | Consumer Cyclical | 23,733.0 | $1.5M | 0.21% | -485.0 | -2.0% | $63.71 | -29.1% |
| 10 | HRB | BLOCK H & R INC | Consumer Cyclical | 30,380.0 | $1.3M | 0.19% | -5K | -13.8% | $43.58 | -21.1% |
| 11 | SUB | ISHARES TR | — | 11,342.0 | $1.2M | 0.17% | -884.0 | -7.2% | $106.70 | -0.1% |
| 12 | VTEB | VANGUARD MUN BD FDS | — | 19,884.0 | $1000K | 0.14% | -401.0 | -2.0% | $50.29 | +0.3% |
| 13 | AMZN | AMAZON COM INC | Consumer Cyclical | 4,001.0 | $924K | 0.13% | -42.0 | -1.0% | $230.85 | +5.9% |
| 14 | HD | HOME DEPOT INC | Consumer Cyclical | 2,644.0 | $910K | 0.13% | -312.0 | -10.6% | $344.13 | -2.9% |
| 15 | NVO | NOVO-NORDISK A S | Healthcare | 17,791.0 | $905K | 0.13% | -1K | -5.4% | $50.88 | -15.1% |
| 16 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,767.0 | $888K | 0.12% | -59.0 | -3.2% | $502.58 | — |
| 17 | IEFA | ISHARES TR | — | 9,423.0 | $843K | 0.12% | -373.0 | -3.8% | $89.46 | +8.8% |
| 18 | JNJ | JOHNSON & JOHNSON | Healthcare | 3,331.0 | $689K | 0.10% | -237.0 | -6.6% | $206.97 | +10.4% |
| 19 | QCOM | QUALCOMM INC | Technology | 3,939.0 | $674K | 0.10% | -426.0 | -9.8% | $171.05 | +32.2% |
| 20 | GOOG | ALPHABET INC | Communication Services | 2,013.0 | $632K | 0.09% | -152.0 | -7.0% | $313.80 | +17.1% |
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%