Portfolio (Quarterly)
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Human Investing LLC
· CIK 0001767513| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | BND | VANGUARD BD INDEX FDS | — | 67,644.0 | $5.0M | 0.74% | NEW | — | $74.37 | -1.4% |
| 22 | AAPL | APPLE INC | Technology | 16,849.0 | $4.3M | 0.63% | NEW | — | $254.63 | +17.0% |
| 23 | VCEB | VANGUARD WORLD FD | — | 62,344.0 | $4.0M | 0.59% | NEW | — | $64.20 | -2.1% |
| 24 | MSFT | MICROSOFT CORP | Technology | 7,706.0 | $4.0M | 0.59% | NEW | — | $517.93 | -26.7% |
| 25 | VGIT | VANGUARD SCOTTSDALE FDS | — | 52,570.0 | $3.2M | 0.47% | NEW | — | $60.03 | -2.0% |
| 26 | ABBV | ABBVIE INC | Healthcare | 10,780.0 | $2.5M | 0.37% | NEW | — | $231.54 | -6.5% |
| 27 | VXUS | VANGUARD STAR FDS | — | 30,615.0 | $2.2M | 0.33% | NEW | — | $73.46 | +18.1% |
| 28 | HRB | BLOCK H & R INC | Consumer Cyclical | 35,261.0 | $1.8M | 0.26% | NEW | — | $50.57 | -32.0% |
| 29 | LLY | ELI LILLY & CO | Healthcare | 2,320.0 | $1.8M | 0.26% | NEW | — | $762.90 | +44.0% |
| 30 | SCHX | SCHWAB STRATEGIC TR | — | 64,345.0 | $1.7M | 0.25% | NEW | — | $26.34 | +12.0% |
| 31 | NKE | NIKE INC | Consumer Cyclical | 24,218.0 | $1.7M | 0.25% | NEW | — | $69.73 | -35.2% |
| 32 | — | BERKSHIRE HATHAWAY INC DEL | — | 2.0 | $1.5M | 0.22% | NEW | — | $754200.00 | — |
| 33 | GOOGL | ALPHABET INC | Communication Services | 6,178.0 | $1.5M | 0.22% | NEW | — | $243.10 | +51.4% |
| 34 | SUB | ISHARES TR | — | 12,226.0 | $1.3M | 0.19% | NEW | — | $106.78 | -0.2% |
| 35 | HD | HOME DEPOT INC | Consumer Cyclical | 2,956.0 | $1.2M | 0.18% | NEW | — | $405.23 | -17.5% |
| 36 | ITOT | ISHARES TR | — | 8,195.0 | $1.2M | 0.18% | NEW | — | $145.66 | +12.5% |
| 37 | NVO | NOVO-NORDISK A S | Healthcare | 18,810.0 | $1.0M | 0.15% | NEW | — | $55.49 | -22.2% |
| 38 | IDCC | INTERDIGITAL INC | Technology | 3,000.0 | $1.0M | 0.15% | NEW | — | $345.23 | -14.2% |
| 39 | VTEB | VANGUARD MUN BD FDS | — | 20,285.0 | $1.0M | 0.15% | NEW | — | $50.07 | +0.8% |
| 40 | DGRO | ISHARES TR | — | 14,807.0 | $1.0M | 0.15% | NEW | — | $68.08 | +9.9% |
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%