Portfolio (Quarterly)
Guide ↗
Human Investing LLC
· CIK 0001767513| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | EMR | EMERSON ELEC CO | Industrials | 2,071.0 | $275K | 0.04% | -16.0 | -0.8% | $132.69 | +13.5% |
| 82 | DMXF | ISHARES TR | — | 3,634.0 | $273K | 0.04% | -27.0 | -0.7% | $75.17 | +13.3% |
| 83 | IVW | ISHARES TR | — | 2,193.0 | $270K | 0.04% | +159.0 | +7.8% | $123.26 | +11.9% |
| 84 | TT | TRANE TECHNOLOGIES PLC | Industrials | 682.0 | $266K | 0.04% | NEW | — | $389.40 | +24.1% |
| 85 | TSLA | TESLA INC | Consumer Cyclical | 578.0 | $260K | 0.04% | +25.0 | +4.5% | $449.79 | -11.0% |
| 86 | QQQ | INVESCO QQQ TR | Financial Services | 393.0 | $241K | 0.03% | — | — | $614.31 | +20.6% |
| 87 | ZBRA | ZEBRA TECHNOLOGIES CORPORATI | Technology | 948.0 | $230K | 0.03% | NEW | — | $242.83 | -2.8% |
| 88 | RTX | RTX CORPORATION | Industrials | 1,249.0 | $229K | 0.03% | -234.0 | -15.8% | $183.40 | +1.2% |
| 89 | IVE | ISHARES TR | — | 1,071.0 | $227K | 0.03% | +29.0 | +2.8% | $212.07 | +6.7% |
| 90 | META | META PLATFORMS INC | Communication Services | 339.0 | $224K | 0.03% | -21.0 | -5.8% | $660.19 | -12.6% |
| 91 | SBUX | STARBUCKS CORP | Consumer Cyclical | 2,596.0 | $219K | 0.03% | NEW | — | $84.23 | +19.5% |
| 92 | SCHM | SCHWAB STRATEGIC TR | — | 6,896.0 | $207K | 0.03% | -293.0 | -4.1% | $30.07 | +20.0% |
| 93 | WM | WASTE MGMT INC DEL | Industrials | 942.0 | $207K | 0.03% | -55.0 | -5.5% | $219.71 | -2.3% |
| 94 | MU | MICRON TECHNOLOGY INC | Technology | 723.0 | $206K | 0.03% | NEW | — | $285.50 | +297.2% |
| 95 | MCO | MOODYS CORP | Financial Services | 392.0 | $200K | 0.03% | -70.0 | -15.2% | $510.27 | -11.7% |
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%