Director of Investments and Compliance

0001767513-24-000001.txt : 20240212 0001767513-24-000001.hdr.sgml : 20240212 20240212132459 ACCESSION NUMBER: 0001767513-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240212 DATE AS OF CHANGE: 20240212 EFFECTIVENESS DATE: 20240212 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Human Investing LLC CENTRAL INDEX KEY: 0001767513 ORGANIZATION NAME: 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: 24618895 BUSINESS ADDRESS: STREET 1: 6000 MEADOWS RD STREET 2: SUITE 105 CITY: LAKE OSWEGO STATE: OR ZIP: 97035 BUSINESS PHONE: (503) 905-3100 MAIL ADDRESS: STREET 1: 6000 MEADOWS RD STREET 2: SUITE 105 CITY: LAKE OSWEGO STATE: OR ZIP: 97035 FORMER COMPANY: FORMER CONFORMED NAME: ANDERSON FISHER LLC DATE OF NAME CHANGE: 20190208 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001767513 XXXXXXXX 12-31-2023 12-31-2023 Human Investing LLC

6000 MEADOWS RD SUITE 105 LAKE OSWEGO OR 97035

13F COMBINATION REPORT 028-19337 000133017 801-63556 0001633901 028-16706 000149117 801-70171 Betterment LLC N Andrew Gladhill Director of Investments and Compliance 5039053115 Andrew Gladhill Lake Oswego OR 02-12-2024 1 108 463190070 false 1 0001633901 028-16706 000149117 801-70171 Betterment LLC INFORMATION TABLE 2 HI_Q42023_13F.xml ABBOTT LABS COM 002824100 552588 5020 SH SOLE 0 0 25 ABBVIE INC COM 00287Y109 2299649 14839 SH SOLE 0 0 25 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 742299 2115 SH SOLE 0 0 25 ALPHABET INC CAP STK CL A 02079K305 836029 5985 SH SOLE 0 0 25 ALPHABET INC CAP STK CL C 02079K107 244348 1734 SH SOLE 0 0 25 ALTRIA GROUP INC COM 02209S103 297024 7363 SH SOLE 0 0 25 AMAZON COM INC COM 023135106 478918 3152 SH SOLE 0 0 25 AMDOCS LTD SHS G02602103 621031 7066 SH SOLE 0 0 25 AMGEN INC COM 031162100 1516468 5265 SH SOLE 0 0 25 APPLE INC COM 037833100 4264147 22148 SH SOLE 0 0 25 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 539984 1514 SH SOLE 0 0 25 BLOCK H & R INC 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