Fund Universe

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☆Human Investing LLC

CIK 0001767513 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.861
AUM ($M)
771
Positions
105
Turnover
0.03
Top-10 wt
74%
Herfindahl
0.116
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 96 positions · portfolio value $687M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VOO funds › VANGUARD INDEX FDS HOLD — 27.7% +0.0% 190.0 317,962 +0 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS HOLD — 11.3% +0.0% 77.4 1,208,409 +0 5 —
☆IJH funds › ISHARES TR HOLD — 5.4% +0.0% 37.2 551,574 +0 5 —
☆VYM funds › VANGUARD WHITEHALL FDS HOLD — 5.3% +0.0% 36.7 247,921 +0 5 —
☆BSV funds › VANGUARD BD INDEX FDS HOLD — 5.1% +0.0% 35.2 449,426 +0 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS HOLD — 5.0% +0.0% 34.6 160,821 +0 5 —
☆BNDX funds › VANGUARD CHARLOTTE FDS HOLD — 4.4% +0.0% 30.1 627,219 +0 5 —
☆IVV funds › ISHARES TR HOLD — 3.7% +0.0% 25.4 38,922 +0 5 —
☆BIV funds › VANGUARD BD INDEX FDS HOLD — 2.8% +0.0% 19.6 253,413 +0 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS HOLD — 2.8% +0.0% 19.1 325,461 +0 5 —
☆IJR funds › ISHARES TR HOLD — 2.7% +0.0% 18.8 150,869 +0 5 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F HOLD — 2.7% +0.0% 18.3 339,382 +0 5 —
☆CUSIP:921910733 funds › VANGUARD WORLD FD HOLD — 2.5% +0.0% 17.0 151,472 +0 5 —
☆VYMI funds › VANGUARD WHITEHALL FDS HOLD — 2.2% +0.0% 14.9 158,584 +0 5 —
☆VIGI funds › VANGUARD WHITEHALL FDS HOLD — 1.8% +0.0% 12.1 136,531 +0 5 —
☆AVGO funds › BROADCOM INC HOLD — 1.1% +0.0% 7.7 24,889 +0 5 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 1.0% +0.0% 7.0 21,885 +0 5 —
☆VV funds › VANGUARD INDEX FDS HOLD — 1.0% +0.0% 6.9 23,192 +0 5 —
☆VSGX funds › VANGUARD WORLD FD HOLD — 0.8% +0.0% 5.7 79,375 +0 5 —
☆BND funds › VANGUARD BD INDEX FDS HOLD — 0.8% +0.0% 5.4 73,363 +0 5 —
☆AAPL funds › APPLE INC HOLD — 0.6% +0.0% 4.4 17,203 +0 5 —
☆VNQ funds › VANGUARD INDEX FDS HOLD — 0.6% +0.0% 4.3 48,158 +0 5 —
☆VCEB funds › VANGUARD WORLD FD HOLD — 0.6% +0.0% 4.0 64,263 +0 5 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS HOLD — 0.5% +0.0% 3.3 54,864 +0 5 —
☆MSFT funds › MICROSOFT CORP HOLD — 0.5% +0.0% 3.1 8,479 +0 5 —
☆VXUS funds › VANGUARD STAR FDS HOLD — 0.3% +0.0% 2.4 30,745 +0 5 —
☆LLY funds › ELI LILLY & CO HOLD — 0.3% +0.0% 2.1 2,324 +0 5 —
☆ABBV funds › ABBVIE INC HOLD — 0.3% +0.0% 2.1 9,469 +0 5 —
☆GOOGL funds › ALPHABET INC HOLD — 0.3% +0.0% 1.9 6,638 +0 5 —
☆SCHX funds › SCHWAB STRATEGIC TR HOLD — 0.2% +0.0% 1.6 63,828 +0 5 —
☆CUSIP:084670108 funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.2% +0.0% 1.4 2 +0 5 —
☆AMGN funds › AMGEN INC HOLD — 0.2% +0.0% 1.3 3,582 +0 5 —
☆SUB funds › ISHARES TR HOLD — 0.2% +0.0% 1.2 11,487 +0 5 —
☆SLV funds › ISHARES SILVER TR HOLD — 0.2% +0.0% 1.2 17,677 +0 5 —
☆ITOT funds › ISHARES TR HOLD — 0.2% +0.0% 1.2 8,408 +0 5 —
☆DGRO funds › ISHARES TR HOLD — 0.2% +0.0% 1.2 17,029 +0 5 —
☆NKE funds › NIKE INC HOLD — 0.2% +0.0% 1.2 22,393 +0 5 —
☆AMZN funds › AMAZON COM INC HOLD — 0.2% +0.0% 1.2 5,523 +0 5 —
☆IDEV funds › ISHARES TR HOLD — 0.2% +0.0% 1.1 12,989 +0 5 —
☆VTEB funds › VANGUARD MUN BD FDS HOLD — 0.2% +0.0% 1.0 20,780 +0 5 —
☆IEMG funds › ISHARES INC HOLD — 0.1% +0.0% 1.0 13,750 +0 5 —
☆IDCC funds › INTERDIGITAL INC HOLD — 0.1% +0.0% 0.9 3,000 +0 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL HOLD — 0.1% +0.0% 0.9 1,854 +0 5 —
☆VB funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.9 3,338 +0 5 —
☆XVV funds › ISHARES TR HOLD — 0.1% +0.0% 0.9 17,756 +0 5 —
☆IEFA funds › ISHARES TR HOLD — 0.1% +0.0% 0.9 9,392 +0 5 —
☆HRB funds › BLOCK H & R INC HOLD — 0.1% +0.0% 0.8 26,443 +0 5 —
☆HDV funds › ISHARES TR HOLD — 0.1% +0.0% 0.8 6,073 +0 5 —
☆NVDA funds › NVIDIA CORPORATION HOLD — 0.1% +0.0% 0.8 4,619 +0 5 —
☆JNJ funds › JOHNSON & JOHNSON HOLD — 0.1% +0.0% 0.8 3,195 +0 5 —
☆HD funds › HOME DEPOT INC HOLD — 0.1% +0.0% 0.8 2,288 +0 5 —
☆GLD funds › SPDR GOLD TR HOLD — 0.1% +0.0% 0.8 1,748 +0 5 —
☆CATH funds › GLOBAL X FDS HOLD — 0.1% +0.0% 0.8 9,607 +0 5 —
☆VO funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.7 2,502 +0 5 —
☆INTC funds › INTEL CORP HOLD — 0.1% +0.0% 0.6 14,525 +0 3 —
☆MCD funds › MCDONALDS CORP HOLD — 0.1% +0.0% 0.6 1,969 +0 5 —
☆GOOG funds › ALPHABET INC HOLD — 0.1% +0.0% 0.6 2,107 +0 5 —
☆NVO funds › NOVO-NORDISK A S HOLD — 0.1% +0.0% 0.6 16,402 +0 5 —
☆IGRO funds › ISHARES TR HOLD — 0.1% +0.0% 0.6 7,046 +0 5 —
☆SPYX funds › SPDR SERIES TRUST HOLD — 0.1% +0.0% 0.5 10,329 +0 3 —
☆SCHH funds › SCHWAB STRATEGIC TR HOLD — 0.1% +0.0% 0.5 23,814 +0 5 —
☆QCOM funds › QUALCOMM INC HOLD — 0.1% +0.0% 0.5 3,778 +0 5 —
☆CAT funds › CATERPILLAR INC HOLD — 0.1% +0.0% 0.5 674 +0 5 —
☆PM funds › PHILIP MORRIS INTL INC HOLD — 0.1% +0.0% 0.4 2,587 +0 5 —
☆MU funds › MICRON TECHNOLOGY INC HOLD — 0.1% +0.0% 0.4 1,239 +0 3 —
☆MRK funds › MERCK & CO INC HOLD — 0.1% +0.0% 0.4 3,278 +0 5 —
☆CSCO funds › CISCO SYS INC HOLD — 0.1% +0.0% 0.4 5,032 +0 5 —
☆TXN funds › TEXAS INSTRS INC HOLD — 0.1% +0.0% 0.4 1,937 +0 5 —
☆JPM funds › JPMORGAN CHASE & CO HOLD — 0.1% +0.0% 0.4 1,274 +0 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS HOLD — 0.1% +0.0% 0.4 1,531 +0 5 —
☆PAYX funds › PAYCHEX INC HOLD — 0.1% +0.0% 0.4 3,951 +0 5 —
☆TOST funds › TOAST INC HOLD — 0.1% +0.0% 0.4 13,396 +0 2 —
☆ABT funds › ABBOTT LABORATORIES HOLD — 0.0% +0.0% 0.3 3,246 +0 5 —
☆IYW funds › ISHARES TR HOLD — 0.0% +0.0% 0.3 1,834 +0 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC HOLD — 0.0% +0.0% 0.3 662 +0 3 —
☆SCHF funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.3 12,484 +0 3 —
☆QQQ funds › INVESCO QQQ TR HOLD — 0.0% +0.0% 0.3 531 +0 5 —
☆TT funds › TRANE TECHNOLOGIES PLC HOLD — 0.0% +0.0% 0.3 712 +0 3 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP HOLD — 0.0% +0.0% 0.3 1,659 +0 2 —
☆DMXF funds › ISHARES TR HOLD — 0.0% +0.0% 0.3 3,607 +0 5 —
☆TSLA funds › TESLA INC HOLD — 0.0% +0.0% 0.3 712 +0 4 —
☆ORCL funds › ORACLE CORP HOLD — 0.0% +0.0% 0.3 1,736 +0 5 —
☆META funds › META PLATFORMS INC HOLD — 0.0% +0.0% 0.3 444 +0 5 —
☆RTX funds › RTX CORPORATION HOLD — 0.0% +0.0% 0.3 1,304 +0 5 —
☆HPQ funds › HP INC HOLD — 0.0% +0.0% 0.3 13,092 +0 5 —
☆ACN funds › ACCENTURE PLC IRELAND HOLD — 0.0% +0.0% 0.2 1,233 +0 5 —
☆IVW funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 2,149 +0 5 —
☆SBUX funds › STARBUCKS CORP HOLD — 0.0% +0.0% 0.2 2,644 +0 3 —
☆COF funds › CAPITAL ONE FINL CORP HOLD — 0.0% +0.0% 0.2 1,231 +0 5 —
☆SCHM funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.2 7,216 +0 4 —
☆WM funds › WASTE MGMT INC DEL HOLD — 0.0% +0.0% 0.2 957 +0 5 —
☆INFY funds › INFOSYS LTD HOLD — 0.0% +0.0% 0.2 16,192 +0 5 —
☆GILD funds › GILEAD SCIENCES INC HOLD — 0.0% +0.0% 0.2 1,484 +0 2 —
☆EAGG funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 4,261 +0 2 —
☆IVE funds › ISHARES TR HOLD — 0.0% +0.0% 0.2 957 +0 5 —
☆SCHP funds › SCHWAB STRATEGIC TR HOLD — 0.0% +0.0% 0.1 1,961 +0 2 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 687 96 0.00 74% 0.109 0.877 — in
2026Q1 687 96 0.02 74% 0.109 0.862 — in
2025Q4 708 95 0.02 73% 0.110 0.843 — in
2025Q3 677 91 0.02 73% 0.108 0.841 — in
2025Q2 635 96 0.03 73% 0.108 0.841 — entered
2025Q1 568 91 0.00 73% 0.103 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status