SEC 13F Intelligence

Managers / Q2 2024 · view latest →

Human Investing LLC

CIK 0001767513 · 6000 MEADOWS RD, SUITE 105, LAKE OSWEGO, OR, 97035 · (503) 905-3100

Reported Value
$514M
Q2 2024
Positions
121
Filings on Record
30
2019–present window
Filed
Jul 17, 2024
original filing

Summary

Human Investing Llc reported $514M in U.S.-listed holdings across 121 positions for Q2 2024.

The portfolio is heavily concentrated: VOO alone accounts for 25.2% of reported value.

Compared with Q1 2024, the fund opened 4 new positions and exited 4.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $240MQ4 ’18Q1 ’19: $268MQ2 ’19: $274MQ3 ’19: $282MQ4 ’19: $306MQ4 ’19Q1 ’20: $231MQ2 ’20: $283MQ3 ’20: $305MQ4 ’20: $353MQ4 ’20Q1 ’21: $393MQ2 ’21: $411MQ3 ’21: $424MQ4 ’21: $419MQ4 ’21Q1 ’22: $452MQ2 ’22: $414MQ3 ’22: $392MQ4 ’22: $393.1BQ4 ’22Q1 ’23: $412MQ2 ’23: $438MQ3 ’23: $429MQ4 ’23: $463MQ4 ’23Q1 ’24: $498MQ2 ’24: $514MQ3 ’24: $553MQ4 ’24: $564MQ4 ’24Q1 ’25: $568MQ2 ’25: $635MQ3 ’25: $677MQ4 ’25: $708MQ4 ’25Q1 ’26: $687Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$687M132May 7, 202613F-HRchanges · EDGAR ↗
Q4 2025$708M128Jan 27, 202613F-HRchanges · EDGAR ↗
Q3 2025$677M130Nov 3, 202513F-HRchanges · EDGAR ↗
Q2 2025$635M118Aug 4, 202513F-HRchanges · EDGAR ↗
Q1 2025$568M125May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$564M357Jan 31, 202513F-HRchanges · EDGAR ↗
Q3 2024$553M126Oct 28, 202413F-HRchanges · EDGAR ↗
Q2 2024$514M121Jul 17, 202413F-HRchanges · EDGAR ↗
Q1 2024$498M122Apr 25, 202413F-HRchanges · EDGAR ↗
Q4 2023$463M108Feb 12, 202413F-HRchanges · EDGAR ↗
Q3 2023$429M119Nov 9, 202313F-HRchanges · EDGAR ↗
Q2 2023$438M121Aug 7, 202313F-HRchanges · EDGAR ↗
Q1 2023$412M122May 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$393.1B113Jan 27, 202313F-HRchanges · EDGAR ↗
Q3 2022$392M129Oct 31, 202213F-HRchanges · EDGAR ↗
Q2 2022$414M139Jul 27, 202213F-HRchanges · EDGAR ↗
Q1 2022$452M124May 5, 202213F-HRchanges · EDGAR ↗
Q4 2021$419M91Feb 10, 202213F-HRchanges · EDGAR ↗
Q3 2021$424M113Nov 4, 202113F-HRchanges · EDGAR ↗
Q2 2021$411M105Aug 2, 202113F-HRchanges · EDGAR ↗
Q1 2021$393M305May 5, 202113F-HRchanges · EDGAR ↗
Q4 2020$353M303Feb 4, 202113F-HRchanges · EDGAR ↗
Q3 2020$305M310Oct 27, 202013F-HRchanges · EDGAR ↗
Q2 2020$283M315Jul 22, 202013F-HRchanges · EDGAR ↗
Q1 2020$231M317Apr 22, 202013F-HRchanges · EDGAR ↗
Q4 2019$306M370Feb 7, 202013F-HRchanges · EDGAR ↗
Q3 2019$282M362Nov 7, 201913F-HRchanges · EDGAR ↗
Q2 2019$274M358Aug 16, 201913F-HRchanges · EDGAR ↗
Q1 2019$268M343May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$240M421Feb 14, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 1 additional manager.

  • Betterment LLC028-16706

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.