Human Investing

LAKE OSWEGO, ORfiles as Human Investing LLC

$771m in 105 US stocks at the end of 30 June 2026. The top 10 are 74.2% of the money. It changed about 3.0% of the portfolio this quarter.

Value

$771m

Stocks

105

Top 10 share

74.2%

Turnover

3.0%

What changed this quarter

New

Bought for the first time this quarter.

MckessonMCK
<0.1% of the fund
Applied MaterialsAMAT
<0.1% of the fund
KLAKLAC
<0.1% of the fund
Advanced Micro DevicesAMD
<0.1% of the fund
SandiskSNDK
<0.1% of the fund
Western DigitalWDC
<0.1% of the fund
United RentalsURI
<0.1% of the fund
VisaV
<0.1% of the fund
FortinetFTNT
<0.1% of the fund
CorningGLW
<0.1% of the fund
Dimensional ETF TrustDFAC
<0.1% of the fund
Lam ResearchLRCX
<0.1% of the fund
EatonETN
<0.1% of the fund
Vanguard World FDVGT
<0.1% of the fund

Added

Bought more of a stock they already held.

Vanguard Index FDSVOO
29.1% of the fund
+3%
Ishares TRIJH
5.6% of the fund
+2%
Vanguard BD Index FDSBSV
4.7% of the fund
+4%
Vanguard Charlotte FDSBNDX
4.1% of the fund
+5%
Vanguard Intl Equity Index FVWO
2.7% of the fund
+2%
Vanguard BD Index FDSBIV
2.6% of the fund
+4%
Vanguard Scottsdale FDSVGSH
2.6% of the fund
+4%
Vanguard World FDVCEB
0.5% of the fund
+4%
Vanguard Scottsdale FDSVGIT
0.4% of the fund
+3%
Ishares TRSUB
0.2% of the fund
+17%
Vanguard MUN BD FDSVTEB
0.2% of the fund
+19%
NikeNKE
0.1% of the fund
+20%
Berkshire HathawayBRK-B
0.1% of the fund
+2%
Ishares TRIEFA
0.1% of the fund
+4%
MerckMRK
<0.1% of the fund
+3%
TeslaTSLA
<0.1% of the fund
+7%
Capital One FinancialCOF
<0.1% of the fund
+3%
Ishares TREAGG
<0.1% of the fund
+21%

Cut

Sold some of their stake.

Vanguard Specialized FundsVIG
4.8% of the fund
-3%
Vanguard Index FDSVV
0.9% of the fund
-9%
Vanguard World FDVSGX
0.8% of the fund
-2%
AppleAAPL
0.6% of the fund
-2%
MicrosoftMSFT
0.4% of the fund
-7%
Eli LillyLLY
0.4% of the fund
-3%
AlphabetGOOGL
0.3% of the fund
-4%
Amazon.comAMZN
0.2% of the fund
-9%
IsharesIEMG
0.1% of the fund
-7%
Micron TechnologyMU
0.1% of the fund
-28%
H&R BlockHRB
0.1% of the fund
-2%
Vanguard Index FDSVB
0.1% of the fund
-10%
NvidiaNVDA
0.1% of the fund
-3%
Global X FDSCATH
0.1% of the fund
-2%
Novo Nordisk A SNVO
<0.1% of the fund
-3%
Vanguard Index FDSVO
<0.1% of the fund
-14%
IntelINTC
<0.1% of the fund
-68%
Spdr Series TrustSPYX
<0.1% of the fund
-4%
Ishares Silver TRSLV
<0.1% of the fund
-40%
Philip Morris InternationalPM
<0.1% of the fund
-3%
Invesco QQQ TRQQQ
<0.1% of the fund
-12%
Trane TechnologiesTT
<0.1% of the fund
-3%
Schwab Strategic TRSCHF
<0.1% of the fund
-7%
Ishares TRIVW
<0.1% of the fund
-3%
Abbott LaboratoriesABT
<0.1% of the fund
-5%

Sold out

Sold their entire stake.

Ishares TRIDEV
-100%
AccentureACN
-100%
Waste ManagementWM
-100%
Gilead SciencesGILD
-100%
Schwab Strategic TRSCHP
-100%

Holdings

Vanguard Index FDSVOO
Share
29.1%
Value
$224m
Shares
326,199
+3%
Vanguard Tax-Managed FDSVEA
Share
11.3%
Value
$87m
Shares
1,223,127
Held
Ishares TRIJH
Share
5.6%
Value
$43m
Shares
563,757
+2%
Vanguard Whitehall FDSVYM
Share
5.1%
Value
$39m
Shares
247,277
Held
Vanguard Specialized FundsVIG
Share
4.8%
Value
$37m
Shares
156,676
-3%
Vanguard BD Index FDSBSV
Share
4.7%
Value
$36m
Shares
468,074
+4%
Vanguard Charlotte FDSBNDX
Share
4.1%
Value
$32m
Shares
656,654
+5%
Ishares TRIVV
Share
3.8%
Value
$29m
Shares
39,270
Held
Ishares TRIJR
Share
3.0%
Value
$23m
Shares
153,594
Held
Vanguard Intl Equity Index FVWO
Share
2.7%
Value
$21m
Shares
347,177
+2%
Vanguard BD Index FDSBIV
Share
2.6%
Value
$20m
Shares
264,084
+4%
Vanguard Scottsdale FDSVGSH
Share
2.6%
Value
$20m
Shares
337,874
+4%
Vanguard World FDESGV
Share
2.5%
Value
$20m
Shares
148,493
Held
Vanguard Whitehall FDSVYMI
Share
2.0%
Value
$15m
Shares
157,495
Held
Vanguard Whitehall FDSVIGI
Share
1.6%
Value
$13m
Shares
133,882
Held
BroadcomAVGO
Share
1.2%
Value
$9m
Shares
24,738
Held
Vanguard Index FDSVTI
Share
1.1%
Value
$8m
Shares
22,295
Held
Vanguard Index FDSVV
Share
0.9%
Value
$7m
Shares
21,133
-9%
Vanguard World FDVSGX
Share
0.8%
Value
$6m
Shares
77,659
-2%
Vanguard BD Index FDSBND
Share
0.7%
Value
$5m
Shares
72,546
Held
AppleAAPL
Share
0.6%
Value
$5m
Shares
16,812
-2%
Vanguard Index FDSVNQ
Share
0.6%
Value
$5m
Shares
48,043
Held
Vanguard World FDVCEB
Share
0.5%
Value
$4m
Shares
66,509
+4%
Vanguard Scottsdale FDSVGIT
Share
0.4%
Value
$3m
Shares
56,306
+3%
MicrosoftMSFT
Share
0.4%
Value
$3m
Shares
7,906
-7%
Eli LillyLLY
Share
0.4%
Value
$3m
Shares
2,265
-3%
Vanguard Star FDSVXUS
Share
0.3%
Value
$3m
Shares
31,262
Held
AbbVieABBV
Share
0.3%
Value
$2m
Shares
9,340
Held
AlphabetGOOGL
Share
0.3%
Value
$2m
Shares
6,390
-4%
Schwab Strategic TRSCHX
Share
0.2%
Value
$2m
Shares
64,120
Held
Berkshire Hathaway INC DELBRK-A
Share
0.2%
Value
$1m
Shares
2
Held
Ishares TRSUB
Share
0.2%
Value
$1m
Shares
13,445
+17%
Ishares TRITOT
Share
0.2%
Value
$1m
Shares
8,533
Held
Ishares TRDGRO
Share
0.2%
Value
$1m
Shares
17,057
Held
AmgenAMGN
Share
0.2%
Value
$1m
Shares
3,536
Held
Vanguard MUN BD FDSVTEB
Share
0.2%
Value
$1m
Shares
24,741
+19%
Amazon.comAMZN
Share
0.2%
Value
$1m
Shares
5,035
-9%
NikeNKE
Share
0.1%
Value
$1m
Shares
26,876
+20%
IsharesIEMG
Share
0.1%
Value
$1m
Shares
12,845
-7%
Micron TechnologyMU
Share
0.1%
Value
$1m
Shares
896
-28%
Ishares TRXVV
Share
0.1%
Value
$995,700
Shares
17,533
Held
H&R BlockHRB
Share
0.1%
Value
$983,645
Shares
25,831
-2%
Berkshire HathawayBRK-B
Share
0.1%
Value
$948,240
Shares
1,895
+2%
Ishares TRIEFA
Share
0.1%
Value
$941,053
Shares
9,744
+4%
Vanguard Index FDSVB
Share
0.1%
Value
$915,027
Shares
3,019
-10%
NvidiaNVDA
Share
0.1%
Value
$896,355
Shares
4,480
-3%
InterDigitalIDCC
Share
0.1%
Value
$849,390
Shares
3,000
Held
Ishares TRHDV
Share
0.1%
Value
$832,342
Shares
30,366
Held
Global X FDSCATH
Share
0.1%
Value
$831,780
Shares
9,399
-2%
Johnson & JohnsonJNJ
Share
0.1%
Value
$810,444
Shares
3,191
Held
Home DepotHD
Share
0.1%
Value
$809,414
Shares
2,295
Held
Novo Nordisk A SNVO
Share
<0.1%
Value
$763,253
Shares
15,921
-3%
AlphabetGOOG
Share
<0.1%
Value
$741,323
Shares
2,098
Held
CaterpillarCAT
Share
<0.1%
Value
$720,290
Shares
676
Held
QualcommQCOM
Share
<0.1%
Value
$701,551
Shares
3,796
Held
Vanguard Index FDSVO
Share
<0.1%
Value
$693,207
Shares
8,604
-14%
IntelINTC
Share
<0.1%
Value
$645,790
Shares
4,625
-68%
Spdr Gold TRGLD
Share
<0.1%
Value
$643,929
Shares
1,748
Held
Ishares TRIGRO
Share
<0.1%
Value
$623,969
Shares
7,096
Held
Spdr Series TrustSPYX
Share
<0.1%
Value
$607,755
Shares
9,947
-4%
Cisco SystemsCSCO
Share
<0.1%
Value
$601,104
Shares
5,118
Held
Texas InstrumentsTXN
Share
<0.1%
Value
$585,529
Shares
1,964
Held
Ishares Silver TRSLV
Share
<0.1%
Value
$568,707
Shares
10,636
-40%
Schwab Strategic TRSCHH
Share
<0.1%
Value
$563,329
Shares
23,789
Held
McDonald'sMCD
Share
<0.1%
Value
$522,193
Shares
1,932
Held
Ishares TRIYW
Share
<0.1%
Value
$462,590
Shares
1,834
Held
MckessonMCK
Share
<0.1%
Value
$457,216
Shares
605
New
Philip Morris InternationalPM
Share
<0.1%
Value
$453,147
Shares
2,505
-3%
MerckMRK
Share
<0.1%
Value
$434,912
Shares
3,385
+3%
International Business MachinesIBM
Share
<0.1%
Value
$431,150
Shares
1,533
Held
Applied MaterialsAMAT
Share
<0.1%
Value
$424,531
Shares
587
New
JPMorgan ChaseJPM
Share
<0.1%
Value
$418,001
Shares
1,277
Held
PaychexPAYX
Share
<0.1%
Value
$382,323
Shares
3,888
Held
ToastTOST
Share
<0.1%
Value
$372,677
Shares
13,396
Held
Invesco QQQ TRQQQ
Share
<0.1%
Value
$343,899
Shares
467
-12%
Trane TechnologiesTT
Share
<0.1%
Value
$339,883
Shares
692
-3%
Thermo Fisher ScientificTMO
Share
<0.1%
Value
$336,413
Shares
671
Held
Schwab Strategic TRSCHF
Share
<0.1%
Value
$321,154
Shares
11,594
-7%
TeslaTSLA
Share
<0.1%
Value
$320,533
Shares
762
+7%
KLAKLAC
Share
<0.1%
Value
$306,770
Shares
1,017
New
Ishares TRDMXF
Share
<0.1%
Value
$305,075
Shares
3,606
Held
Advanced Micro DevicesAMD
Share
<0.1%
Value
$295,743
Shares
509
New
SandiskSNDK
Share
<0.1%
Value
$286,490
Shares
126
New
Ishares TRIVW
Share
<0.1%
Value
$285,238
Shares
2,074
-3%
HPHPQ
Share
<0.1%
Value
$282,160
Shares
12,861
Held
Abbott LaboratoriesABT
Share
<0.1%
Value
$280,832
Shares
3,095
-5%
StarbucksSBUX
Share
<0.1%
Value
$262,725
Shares
2,571
-3%
Schwab Strategic TRSCHM
Share
<0.1%
Value
$257,575
Shares
6,986
-3%
Capital One FinancialCOF
Share
<0.1%
Value
$255,613
Shares
1,274
+3%
Western DigitalWDC
Share
<0.1%
Value
$251,949
Shares
394
New
OracleORCL
Share
<0.1%
Value
$245,184
Shares
1,673
-4%
United RentalsURI
Share
<0.1%
Value
$244,705
Shares
216
New
Ishares TREAGG
Share
<0.1%
Value
$244,271
Shares
5,152
+21%
VisaV
Share
<0.1%
Value
$221,499
Shares
646
New
Meta PlatformsMETA
Share
<0.1%
Value
$219,374
Shares
389
-12%
FortinetFTNT
Share
<0.1%
Value
$218,755
Shares
1,424
New
Ishares TRIVE
Share
<0.1%
Value
$217,297
Shares
957
Held
CorningGLW
Share
<0.1%
Value
$217,116
Shares
850
New
Dimensional ETF TrustDFAC
Share
<0.1%
Value
$215,723
Shares
4,863
New
Lam ResearchLRCX
Share
<0.1%
Value
$214,718
Shares
496
New

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVOO	29.1%	$224m	326,199	+3%
Vanguard Tax-Managed FDSVEA	11.3%	$87m	1,223,127	Held
Ishares TRIJH	5.6%	$43m	563,757	+2%
Vanguard Whitehall FDSVYM	5.1%	$39m	247,277	Held
Vanguard Specialized FundsVIG	4.8%	$37m	156,676	-3%
Vanguard BD Index FDSBSV	4.7%	$36m	468,074	+4%
Vanguard Charlotte FDSBNDX	4.1%	$32m	656,654	+5%
Ishares TRIVV	3.8%	$29m	39,270	Held
Ishares TRIJR	3.0%	$23m	153,594	Held
Vanguard Intl Equity Index FVWO	2.7%	$21m	347,177	+2%
Vanguard BD Index FDSBIV	2.6%	$20m	264,084	+4%
Vanguard Scottsdale FDSVGSH	2.6%	$20m	337,874	+4%
Vanguard World FDESGV	2.5%	$20m	148,493	Held
Vanguard Whitehall FDSVYMI	2.0%	$15m	157,495	Held
Vanguard Whitehall FDSVIGI	1.6%	$13m	133,882	Held
BroadcomAVGO	1.2%	$9m	24,738	Held
Vanguard Index FDSVTI	1.1%	$8m	22,295	Held
Vanguard Index FDSVV	0.9%	$7m	21,133	-9%
Vanguard World FDVSGX	0.8%	$6m	77,659	-2%
Vanguard BD Index FDSBND	0.7%	$5m	72,546	Held
AppleAAPL	0.6%	$5m	16,812	-2%
Vanguard Index FDSVNQ	0.6%	$5m	48,043	Held
Vanguard World FDVCEB	0.5%	$4m	66,509	+4%
Vanguard Scottsdale FDSVGIT	0.4%	$3m	56,306	+3%
MicrosoftMSFT	0.4%	$3m	7,906	-7%
Eli LillyLLY	0.4%	$3m	2,265	-3%
Vanguard Star FDSVXUS	0.3%	$3m	31,262	Held
AbbVieABBV	0.3%	$2m	9,340	Held
AlphabetGOOGL	0.3%	$2m	6,390	-4%
Schwab Strategic TRSCHX	0.2%	$2m	64,120	Held
Berkshire Hathaway INC DELBRK-A	0.2%	$1m	2	Held
Ishares TRSUB	0.2%	$1m	13,445	+17%
Ishares TRITOT	0.2%	$1m	8,533	Held
Ishares TRDGRO	0.2%	$1m	17,057	Held
AmgenAMGN	0.2%	$1m	3,536	Held
Vanguard MUN BD FDSVTEB	0.2%	$1m	24,741	+19%
Amazon.comAMZN	0.2%	$1m	5,035	-9%
NikeNKE	0.1%	$1m	26,876	+20%
IsharesIEMG	0.1%	$1m	12,845	-7%
Micron TechnologyMU	0.1%	$1m	896	-28%
Ishares TRXVV	0.1%	$995,700	17,533	Held
H&R BlockHRB	0.1%	$983,645	25,831	-2%
Berkshire HathawayBRK-B	0.1%	$948,240	1,895	+2%
Ishares TRIEFA	0.1%	$941,053	9,744	+4%
Vanguard Index FDSVB	0.1%	$915,027	3,019	-10%
NvidiaNVDA	0.1%	$896,355	4,480	-3%
InterDigitalIDCC	0.1%	$849,390	3,000	Held
Ishares TRHDV	0.1%	$832,342	30,366	Held
Global X FDSCATH	0.1%	$831,780	9,399	-2%
Johnson & JohnsonJNJ	0.1%	$810,444	3,191	Held
Home DepotHD	0.1%	$809,414	2,295	Held
Novo Nordisk A SNVO	<0.1%	$763,253	15,921	-3%
AlphabetGOOG	<0.1%	$741,323	2,098	Held
CaterpillarCAT	<0.1%	$720,290	676	Held
QualcommQCOM	<0.1%	$701,551	3,796	Held
Vanguard Index FDSVO	<0.1%	$693,207	8,604	-14%
IntelINTC	<0.1%	$645,790	4,625	-68%
Spdr Gold TRGLD	<0.1%	$643,929	1,748	Held
Ishares TRIGRO	<0.1%	$623,969	7,096	Held
Spdr Series TrustSPYX	<0.1%	$607,755	9,947	-4%
Cisco SystemsCSCO	<0.1%	$601,104	5,118	Held
Texas InstrumentsTXN	<0.1%	$585,529	1,964	Held
Ishares Silver TRSLV	<0.1%	$568,707	10,636	-40%
Schwab Strategic TRSCHH	<0.1%	$563,329	23,789	Held
McDonald'sMCD	<0.1%	$522,193	1,932	Held
Ishares TRIYW	<0.1%	$462,590	1,834	Held
MckessonMCK	<0.1%	$457,216	605	New
Philip Morris InternationalPM	<0.1%	$453,147	2,505	-3%
MerckMRK	<0.1%	$434,912	3,385	+3%
International Business MachinesIBM	<0.1%	$431,150	1,533	Held
Applied MaterialsAMAT	<0.1%	$424,531	587	New
JPMorgan ChaseJPM	<0.1%	$418,001	1,277	Held
PaychexPAYX	<0.1%	$382,323	3,888	Held
ToastTOST	<0.1%	$372,677	13,396	Held
Invesco QQQ TRQQQ	<0.1%	$343,899	467	-12%
Trane TechnologiesTT	<0.1%	$339,883	692	-3%
Thermo Fisher ScientificTMO	<0.1%	$336,413	671	Held
Schwab Strategic TRSCHF	<0.1%	$321,154	11,594	-7%
TeslaTSLA	<0.1%	$320,533	762	+7%
KLAKLAC	<0.1%	$306,770	1,017	New
Ishares TRDMXF	<0.1%	$305,075	3,606	Held
Advanced Micro DevicesAMD	<0.1%	$295,743	509	New
SandiskSNDK	<0.1%	$286,490	126	New
Ishares TRIVW	<0.1%	$285,238	2,074	-3%
HPHPQ	<0.1%	$282,160	12,861	Held
Abbott LaboratoriesABT	<0.1%	$280,832	3,095	-5%
StarbucksSBUX	<0.1%	$262,725	2,571	-3%
Schwab Strategic TRSCHM	<0.1%	$257,575	6,986	-3%
Capital One FinancialCOF	<0.1%	$255,613	1,274	+3%
Western DigitalWDC	<0.1%	$251,949	394	New
OracleORCL	<0.1%	$245,184	1,673	-4%
United RentalsURI	<0.1%	$244,705	216	New
Ishares TREAGG	<0.1%	$244,271	5,152	+21%
VisaV	<0.1%	$221,499	646	New
Meta PlatformsMETA	<0.1%	$219,374	389	-12%
FortinetFTNT	<0.1%	$218,755	1,424	New
Ishares TRIVE	<0.1%	$217,297	957	Held
CorningGLW	<0.1%	$217,116	850	New
Dimensional ETF TrustDFAC	<0.1%	$215,723	4,863	New
Lam ResearchLRCX	<0.1%	$214,718	496	New

Showing the largest 100 of 105.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 21.5% since 30 June 2025.

Where the money is

Technology3.3%

Health care1.2%

Retail & consumer0.7%

Media & telecom0.4%

Financial services0.3%

Industrials0.3%

Everyday goods0.1%

Energy0.0%

Other93.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.