0001767513-23-000002.txt : 20230510
0001767513-23-000002.hdr.sgml : 20230510
20230510121749
ACCESSION NUMBER: 0001767513-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230510
DATE AS OF CHANGE: 20230510
EFFECTIVENESS DATE: 20230510
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Human Investing LLC
CENTRAL INDEX KEY: 0001767513
IRS NUMBER: 743130983
STATE OF INCORPORATION: OR
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19337
FILM NUMBER: 23905257
BUSINESS ADDRESS:
STREET 1: 525 3RD ST, SUITE 331
CITY: LAKE OSWEGO
STATE: OR
ZIP: 97034
BUSINESS PHONE: (503) 905-3100
MAIL ADDRESS:
STREET 1: 525 3RD ST, SUITE 200
CITY: LAKE OSWEGO
STATE: OR
ZIP: 97034
FORMER COMPANY:
FORMER CONFORMED NAME: ANDERSON FISHER LLC
DATE OF NAME CHANGE: 20190208
13F-HR
1
primary_doc.xml
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0001767513
XXXXXXXX
03-31-2023
03-31-2023
Human Investing LLC
525 3RD ST, SUITE 200
LAKE OSWEGO
OR
97034
13F COMBINATION REPORT
028-19337
000133017
801-63556
0001633901
028-16706
000149117
801-70171
Betterment LLC
N
Andrew Gladhill
Director of Investments and Compliance
503-905-3115
Andrew Gladhill
Lake Oswego
OR
05-10-2023
1
122
411895043
false
1
0001633901
028-16706
000149117
801-70171
Betterment LLC
INFORMATION TABLE
2
HI13FQ12023.xml
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
91260759
242670
SH
SOLE
0
0
242670
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
40457769
895678
SH
SOLE
0
0
895678
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
22938593
299890
SH
SOLE
0
0
299890
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
21365120
202513
SH
SOLE
0
0
202513
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
21323588
138456
SH
SOLE
0
0
138456
ISHARES TR
CORE S&P MCP ETF
464287507
20092686
80319
SH
SOLE
0
0
80319
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
18212277
372287
SH
SOLE
0
0
372287
ISHARES TR
CORE S&P500 ETF
464287200
15913995
38713
SH
SOLE
0
0
38713
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
12735619
165958
SH
SOLE
0
0
165958
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
10997017
187855
SH
SOLE
0
0
187855
ISHARES TR
CORE S&P SCP ETF
464287804
10629901
109927
SH
SOLE
0
0
109927
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
10068042
249209
SH
SOLE
0
0
249209
VANGUARD WHITEHALL FDS
INTL HIGH ETF
921946794
8837213
142651
SH
SOLE
0
0
142651
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
8766549
118981
SH
SOLE
0
0
118981
VANGUARD WORLD FD
ESG US STK ETF
921910733
6689737
93289
SH
SOLE
0
0
93289
NIKE INC
CL B
654106103
4660688
38003
SH
SOLE
0
0
38003
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
4205106
20603
SH
SOLE
0
0
20603
APPLE INC
COM
037833100
3741701
22691
SH
SOLE
0
0
22691
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
3701424
44574
SH
SOLE
0
0
44574
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
3041055
58080
SH
SOLE
0
0
58080
ABBVIE INC
COM
00287Y109
2940267
18449
SH
SOLE
0
0
18449
BROADCOM INC
COM
11135F101
2787976
4346
SH
SOLE
0
0
4346
VANGUARD WORLD FD
ESG US CORP BD
921910691
2161199
34469
SH
SOLE
0
0
34469
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
2157162
29218
SH
SOLE
0
0
29218
VANGUARD INDEX FDS
LARGE CAP ETF
922908637
2092605
11202
SH
SOLE
0
0
11202
NOVO-NORDISK A S
ADR
670100205
2089827
13132
SH
SOLE
0
0
13132
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
2069753
5504
SH
DFND
1
0
0
5504
BLOCK H & R INC
COM
093671105
1876992
53248
SH
SOLE
0
0
53248
MICROSOFT CORP
COM
594918104
1842647
6391
SH
SOLE
0
0
6391
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
1786313
29792
SH
SOLE
0
0
29792
MERCK & CO INC
COM
58933Y105
1623937
15264
SH
SOLE
0
0
15264
TEXAS INSTRS INC
COM
882508104
1612817
8671
SH
SOLE
0
0
8671
HOME DEPOT INC
COM
437076102
1367427
4633
SH
SOLE
0
0
4633
VANGUARD STAR FDS
VG TL INTL STK F
921909768
1362885
24685
SH
SOLE
0
0
24685
AMGEN INC
COM
031162100
1242873
5141
SH
SOLE
0
0
5141
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1232778
25486
SH
SOLE
0
0
25486
LILLY ELI & CO
COM
532457108
1164085
3390
SH
SOLE
0
0
3390
ISHARES TR
SHRT NAT MUN ETF
464288158
1147672
10964
SH
SOLE
0
0
10964
MCDONALDS CORP
COM
580135101
1141833
4084
SH
SOLE
0
0
4084
PFIZER INC
COM
717081103
1123349
27533
SH
SOLE
0
0
27533
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
1020035
13336
SH
DFND
1
0
0
13336
HP INC
COM
40434L105
979232
33364
SH
SOLE
0
0
33364
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
960681
19638
SH
DFND
1
0
0
19638
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
953470
6191
SH
DFND
1
0
0
6191
JOHNSON & JOHNSON
COM
478160104
944219
6092
SH
SOLE
0
0
6092
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
922942
8748
SH
DFND
1
0
0
8748
BRISTOL-MYERS SQUIBB CO
COM
110122108
907229
13089
SH
SOLE
0
0
13089
UNITED PARCEL SERVICE INC
CL B
911312106
903600
4658
SH
SOLE
0
0
4658
PAYCHEX INC
COM
704326107
902337
7874
SH
SOLE
0
0
7874
GENERAL MLS INC
COM
370334104
867676
10153
SH
SOLE
0
0
10153
PHILIP MORRIS INTL INC
COM
718172109
856676
8809
SH
SOLE
0
0
8809
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
832499
16433
SH
SOLE
0
0
16433
QUALCOMM INC
COM
747525103
820779
6433
SH
SOLE
0
0
6433
AMDOCS LTD
SHS
G02602103
805692
8390
SH
SOLE
0
0
8390
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
789526
10302
SH
SOLE
0
0
10302
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
751281
2629
SH
SOLE
0
0
2629
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
921943858
703211
15568
SH
DFND
1
0
0
15568
INFOSYS LTD
SPONSORED ADR
456788108
692512
39708
SH
SOLE
0
0
39708
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
648727
8454
SH
DFND
1
0
0
8454
ABBOTT LABS
COM
002824100
645827
6378
SH
SOLE
0
0
6378
ISHARES TR
CORE DIV GRWTH
46434V621
638373
12770
SH
SOLE
0
0
12770
ALPHABET INC
CAP STK CL A
02079K305
613045
5910
SH
SOLE
0
0
5910
CISCO SYS INC
COM
17275R102
609934
11668
SH
SOLE
0
0
11668
KIMBERLY-CLARK CORP
COM
494368103
603131
4494
SH
SOLE
0
0
4494
ISHARES TR
CORE S&P TTL STK
464287150
579240
6397
SH
SOLE
0
0
6397
ALTRIA GROUP INC
COM
02209S103
566898
12705
SH
SOLE
0
0
12705
COLGATE PALMOLIVE CO
COM
194162103
563827
7503
SH
SOLE
0
0
7503
INTERNATIONAL BUSINESS MACHS
COM
459200101
558975
4264
SH
SOLE
0
0
4264
FORTINET INC
COM
34959E109
547432
8237
SH
SOLE
0
0
8237
INTEL CORP
COM
458140100
537095
16440
SH
SOLE
0
0
16440
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
535511
9148
SH
DFND
1
0
0
9148
ULTA BEAUTY INC
COM
90384S303
526026
964
SH
SOLE
0
0
964
GILEAD SCIENCES INC
COM
375558103
517235
6234
SH
SOLE
0
0
6234
VANGUARD WORLD FD
ESG US STK ETF
921910733
510285
7116
SH
DFND
1
0
0
7116
GARTNER INC
COM
366651107
504325
1548
SH
SOLE
0
0
1548
ISHARES TR
CORE MSCI EAFE
46432F842
463902
6939
SH
SOLE
0
0
6939
STARBUCKS CORP
COM
855244109
463049
4447
SH
SOLE
0
0
4447
MARRIOTT INTL INC NEW
CL A
571903202
443493
2671
SH
SOLE
0
0
2671
UNILEVER PLC
SPON ADR NEW
904767704
436888
8413
SH
SOLE
0
0
8413
BP PLC
SPONSORED ADR
055622104
425725
11221
SH
SOLE
0
0
11221
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
423305
7896
SH
SOLE
0
0
7896
VERIZON COMMUNICATIONS INC
COM
92343V104
419573
10789
SH
SOLE
0
0
10789
LOWES COS INC
COM
548661107
413109
2066
SH
SOLE
0
0
2066
BUCKLE INC
COM
118440106
388469
10885
SH
SOLE
0
0
10885
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
386272
1251
SH
SOLE
0
0
1251
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
354794
4815
SH
DFND
1
0
0
4815
ILLINOIS TOOL WKS INC
COM
452308109
351473
1444
SH
SOLE
0
0
1444
VANGUARD WHITEHALL FDS
INTL HIGH ETF
921946794
350114
5652
SH
DFND
1
0
0
5652
ISHARES TR
CORE S&P MCP ETF
464287507
333394
1333
SH
DFND
1
0
0
1333
EMPLOYERS HLDGS INC
COM
292218104
310758
7454
SH
SOLE
0
0
7454
ARISTA NETWORKS INC
COM
040413106
308695
1839
SH
SOLE
0
0
1839
ONE GAS INC
COM
68235P108
296717
3745
SH
SOLE
0
0
3745
LAMB WESTON HLDGS INC
COM
513272104
293493
2808
SH
SOLE
0
0
2808
ISHARES TR
CORE MSCI INTL
46435G326
285117
4715
SH
SOLE
0
0
4715
GSK PLC
SPONSORED ADR
37733W204
281047
7899
SH
SOLE
0
0
7899
AMAZON COM INC
COM
023135106
280949
2720
SH
SOLE
0
0
2720
BOOKING HOLDINGS INC
COM
09857L108
278504
105
SH
SOLE
0
0
105
ISHARES INC
CORE MSCI EMKT
46434G103
276997
5677
SH
SOLE
0
0
5677
KELLOGG CO
COM
487836108
272415
4068
SH
SOLE
0
0
4068
ALBEMARLE CORP
COM
012653101
271659
1229
SH
SOLE
0
0
1229
SPDR GOLD TR
GOLD SHS
78463V107
259806
1418
SH
SOLE
0
0
1418
US BANCORP DEL
COM NEW
902973304
256713
7121
SH
SOLE
0
0
7121
TESLA INC
COM
88160R101
252552
1217
SH
SOLE
0
0
1217
ISHARES TR
ESG SCRND S&P500
46436E569
243220
7872
SH
SOLE
0
0
7872
ISHARES SILVER TR
ISHARES
46428Q109
238012
10760
SH
SOLE
0
0
10760
FMC CORP
COM NEW
302491303
233025
1908
SH
SOLE
0
0
1908
GLOBAL X FDS
S&P 500 CATHOLIC
37954Y889
210317
4190
SH
SOLE
0
0
4190
MEDIFAST INC
COM
58470H101
209419
2020
SH
SOLE
0
0
2020
ENPHASE ENERGY INC
COM
29355A107
209019
994
SH
SOLE
0
0
994
BHP GROUP LTD
SPONSORED ADS
088606108
200249
3158
SH
SOLE
0
0
3158
VANGUARD WORLD FD
ESG INTL STK ETF
921910725
174803
3338
SH
DFND
1
0
0
3338
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
171382
4242
SH
DFND
1
0
0
4242
ISHARES TR
CORE S&P SCP ETF
464287804
167244
1730
SH
DFND
1
0
0
1730
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
138252
1665
SH
DFND
1
0
0
1665
VANGUARD WORLD FD
ESG US CORP BD
921910691
136074
2170
SH
DFND
1
0
0
2170
VIATRIS INC
COM
92556V106
104262
10838
SH
SOLE
0
0
10838
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
91718
1530
SH
DFND
1
0
0
1530
ISHARES TR
CORE MSCI EAFE
46432F842
3877
58
SH
DFND
1
0
0
58
SCHWAB STRATEGIC TR
US LRG CAP ETF
808524201
1172
24
SH
DFND
1
0
0
24
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
813
4
SH
DFND
1
0
0
4
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
481
7
SH
DFND
1
0
0
7
ISHARES TR
CORE DIV GRWTH
46434V621
3
0
SH
DFND
1
0
0
0