Portfolio (Quarterly)
Guide ↗
Human Investing LLC
· CIK 0001767513| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VTEB | VANGUARD MUN BD FDS | — | 19,884.0 | $1000K | 0.14% | -401.0 | -2.0% | $50.29 | +0.3% |
| 42 | IDCC | INTERDIGITAL INC | Technology | 3,000.0 | $955K | 0.14% | — | — | $318.38 | -7.0% |
| 43 | AMZN | AMAZON COM INC | Consumer Cyclical | 4,001.0 | $924K | 0.13% | -42.0 | -1.0% | $230.85 | +5.9% |
| 44 | HD | HOME DEPOT INC | Consumer Cyclical | 2,644.0 | $910K | 0.13% | -312.0 | -10.6% | $344.13 | -2.9% |
| 45 | IEMG | ISHARES INC | — | 13,519.0 | $909K | 0.13% | +2K | +18.2% | $67.22 | +27.4% |
| 46 | NVO | NOVO-NORDISK A S | Healthcare | 17,791.0 | $905K | 0.13% | -1K | -5.4% | $50.88 | -15.1% |
| 47 | XVV | ISHARES TR | — | 16,964.0 | $894K | 0.13% | +6K | +48.6% | $52.70 | +8.2% |
| 48 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,767.0 | $888K | 0.12% | -59.0 | -3.2% | $502.58 | — |
| 49 | IEFA | ISHARES TR | — | 9,423.0 | $843K | 0.12% | -373.0 | -3.8% | $89.46 | +8.8% |
| 50 | VB | VANGUARD INDEX FDS | — | 3,070.0 | $792K | 0.11% | +483.0 | +18.7% | $257.98 | +14.9% |
| 51 | CATH | GLOBAL X FDS | — | 9,555.0 | $786K | 0.11% | — | — | $82.23 | +8.6% |
| 52 | HDV | ISHARES TR | — | 5,901.0 | $718K | 0.10% | +462.0 | +8.5% | $121.61 | -77.8% |
| 53 | JNJ | JOHNSON & JOHNSON | Healthcare | 3,331.0 | $689K | 0.10% | -237.0 | -6.6% | $206.97 | +10.4% |
| 54 | QCOM | QUALCOMM INC | Technology | 3,939.0 | $674K | 0.10% | -426.0 | -9.8% | $171.05 | +32.2% |
| 55 | GOOG | ALPHABET INC | Communication Services | 2,013.0 | $632K | 0.09% | -152.0 | -7.0% | $313.80 | +17.1% |
| 56 | GLD | SPDR GOLD TR | Financial Services | 1,589.0 | $630K | 0.09% | — | — | $396.31 | -2.3% |
| 57 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,983.0 | $606K | 0.09% | -245.0 | -11.0% | $305.56 | -8.8% |
| 58 | VO | VANGUARD INDEX FDS | — | 2,075.0 | $602K | 0.09% | +279.0 | +15.5% | $290.23 | -72.4% |
| 59 | SPYX | SPDR SERIES TRUST | — | 10,329.0 | $580K | 0.08% | NEW | — | $56.19 | +9.1% |
| 60 | IGRO | ISHARES TR | — | 6,875.0 | $569K | 0.08% | +172.0 | +2.6% | $82.77 | +6.1% |
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%