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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | META | META PLATFORMS INC | Communication Services | 360.0 | $265K | 0.04% | NEW | — | $734.94 | -21.5% |
| 82 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 1,688.0 | $259K | 0.04% | NEW | — | $153.61 | -2.1% |
| 83 | RTX | RTX CORPORATION | Industrials | 1,483.0 | $248K | 0.04% | NEW | — | $167.33 | +10.9% |
| 84 | TSLA | TESLA INC | Consumer Cyclical | 553.0 | $246K | 0.04% | NEW | — | $445.00 | -10.0% |
| 85 | IVW | ISHARES TR | — | 2,034.0 | $246K | 0.04% | NEW | — | $120.72 | +14.3% |
| 86 | QQQ | INVESCO QQQ TR | Financial Services | 394.0 | $237K | 0.04% | NEW | — | $600.37 | +23.4% |
| 87 | DOX | AMDOCS LTD | Technology | 2,855.0 | $234K | 0.04% | NEW | — | $82.05 | -37.3% |
| 88 | WM | WASTE MGMT INC DEL | Industrials | 997.0 | $220K | 0.03% | NEW | — | $220.83 | -2.8% |
| 89 | MCO | MOODYS CORP | Financial Services | 462.0 | $220K | 0.03% | NEW | — | $476.02 | -5.3% |
| 90 | IVE | ISHARES TR | — | 1,042.0 | $215K | 0.03% | NEW | — | $206.51 | +9.6% |
| 91 | SCHM | SCHWAB STRATEGIC TR | — | 7,189.0 | $213K | 0.03% | NEW | — | $29.64 | +21.8% |
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%