Portfolio (Quarterly)
Guide ↗
Human Investing LLC
· CIK 0001767513| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | VNQ | VANGUARD INDEX FDS | — | 57,756.0 | $5.1M | 0.72% | +2K | +3.2% | $88.49 | +8.0% |
| 22 | AAPL | APPLE INC | Technology | 16,948.0 | $4.6M | 0.65% | +99.0 | +0.6% | $271.86 | +9.6% |
| 23 | VCEB | VANGUARD WORLD FD | — | 64,811.0 | $4.1M | 0.58% | +2K | +4.0% | $63.63 | -1.3% |
| 24 | MSFT | MICROSOFT CORP | Technology | 8,069.0 | $3.9M | 0.55% | +363.0 | +4.7% | $483.63 | -21.6% |
| 25 | VGIT | VANGUARD SCOTTSDALE FDS | — | 54,464.0 | $3.3M | 0.46% | +2K | +3.6% | $59.93 | -1.8% |
| 26 | LLY | ELI LILLY & CO | Healthcare | 2,307.0 | $2.5M | 0.35% | -13.0 | -0.6% | $1074.54 | +2.2% |
| 27 | VXUS | VANGUARD STAR FDS | — | 31,041.0 | $2.3M | 0.33% | +426.0 | +1.4% | $75.44 | +15.0% |
| 28 | ABBV | ABBVIE INC | Healthcare | 10,136.0 | $2.3M | 0.33% | -644.0 | -6.0% | $228.49 | -5.3% |
| 29 | GOOGL | ALPHABET INC | Communication Services | 5,964.0 | $1.9M | 0.26% | -214.0 | -3.5% | $313.00 | +17.6% |
| 30 | SCHX | SCHWAB STRATEGIC TR | — | 62,767.0 | $1.7M | 0.24% | -2K | -2.5% | $26.91 | +9.6% |
| 31 | NKE | NIKE INC | Consumer Cyclical | 23,733.0 | $1.5M | 0.21% | -485.0 | -2.0% | $63.71 | -29.1% |
| 32 | — | BERKSHIRE HATHAWAY INC DEL | — | 2.0 | $1.5M | 0.21% | — | — | $754800.00 | — |
| 33 | HRB | BLOCK H & R INC | Consumer Cyclical | 30,380.0 | $1.3M | 0.19% | -5K | -13.8% | $43.58 | -21.1% |
| 34 | ITOT | ISHARES TR | — | 8,434.0 | $1.3M | 0.18% | +239.0 | +2.9% | $148.70 | +10.2% |
| 35 | SUB | ISHARES TR | — | 11,342.0 | $1.2M | 0.17% | -884.0 | -7.2% | $106.70 | -0.1% |
| 36 | SLV | ISHARES SILVER TR | Financial Services | 18,355.0 | $1.2M | 0.17% | +8K | +72.6% | $64.42 | -7.6% |
| 37 | AMGN | AMGEN INC | Healthcare | 3,597.0 | $1.2M | 0.17% | +281.0 | +8.5% | $327.33 | +3.1% |
| 38 | DGRO | ISHARES TR | — | 16,905.0 | $1.2M | 0.17% | +2K | +14.2% | $69.42 | +7.8% |
| 39 | BLV | VANGUARD BD INDEX FDS | — | 16,303.0 | $1.1M | 0.16% | +2K | +17.0% | $69.52 | -0.6% |
| 40 | IDEV | ISHARES TR | — | 12,804.0 | $1.1M | 0.15% | +261.0 | +2.1% | $82.48 | +8.6% |
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%