Institutional Fund
Human Investing LLC
Lake Oswego, ORCIK 17675135 filings on record
Portfolio Value
$686.57M
Q1 2026
Holdings
96
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-3.0%
from $708.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds27.7%
- Vanguard Tax-Managed Fds11.3%
- Ishares Tr5.4%
- Vanguard Whitehall Fds5.3%
- Vanguard Bd Index Fds5.1%
- Vanguard Specialized Funds5.0%
- Other40.1%
Portfolio Holdings
96 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 318.0K | $190.00M | 27.7% | +878 | Added |
| 2 | Vanguard Tax-Managed Fds | 1.21M | $77.43M | 11.3% | −37.5K | Reduced |
| 3 | Ishares Tr | 551.6K | $37.25M | 5.4% | −30.5K | Reduced |
| 4 | Vanguard Whitehall Fds | 247.9K | $36.72M | 5.3% | +1.5K | Added |
| 5 | Vanguard Bd Index Fds | 449.4K | $35.24M | 5.1% | −19.6K | Reduced |
| 6 | Vanguard Specialized Funds | 160.8K | $34.59M | 5.0% | +3.2K | Added |
| 7 | Vanguard Charlotte Fds | 627.2K | $30.14M | 4.4% | −5.4K | Reduced |
| 8 | Ishares Tr | 38.9K | $25.42M | 3.7% | −495 | Reduced |
| 9 | Vanguard Bd Index Fds | 253.4K | $19.56M | 2.8% | −8.7K | Reduced |
| 10 | Vanguard Scottsdale Fds | 325.5K | $19.05M | 2.8% | +7.3K | Added |
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