Senior Analyst

0001767513-22-000003.txt : 20220210 0001767513-22-000003.hdr.sgml : 20220210 20220209180203 ACCESSION NUMBER: 0001767513-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220210 DATE AS OF CHANGE: 20220209 EFFECTIVENESS DATE: 20220210 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: 22608615 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 13F-HR LIVE false true true 0001767513 XXXXXXXX 12-31-2021 12-31-2021 Human Investing LLC

525 3RD ST, SUITE 200 LAKE OSWEGO OR 97034

13F COMBINATION REPORT 028-19337 0001633901 028-16706 Betterment LLC N Andrew Gladhill Senior Analyst 503-905-3115 Andrew Gladhill Lake Oswego OR 02-09-2022 1 91 419279 false 1 0001633901 028-16706 Betterment LLC INFORMATION TABLE 2 Q4202113FwithBetterment.xml VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 96416 220849 SH SOLE 0 0 220849 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 36754 719811 SH SOLE 0 0 719811 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 27725 343010 SH SOLE 0 0 343010 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 23539 426735 SH SOLE 0 0 426735 ISHARES TR CORE S&P MCP ETF 464287507 23224 82042 SH SOLE 0 0 82042 ISHARES TR CORE S&P500 ETF 464287200 22432 47027 SH SOLE 0 0 47027 VANGUARD BD INDEX FDS INTERMED TERM 921937819 15619 178255 SH SOLE 0 0 178255 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 12020 218900 SH SOLE 0 0 218900 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 11624 112942 SH SOLE 0 0 112942 ISHARES TR CORE S&P SCP ETF 464287804 11075 96714 SH SOLE 0 0 96714 ISHARES TR CORE MSCI EAFE 46432F842 9255 124000 SH SOLE 0 0 124000 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8757 177042 SH SOLE 0 0 177042 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 7929 46167 SH SOLE 0 0 46167 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 7750 69125 SH SOLE 0 0 69125 VANGUARD WORLD FD ESG US STK ETF 921910733 5499 62571 SH SOLE 0 0 62571 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4860 20131 SH SOLE 0 0 20131 NIKE INC CL B 654106103 4680 28082 SH SOLE 0 0 28082 APPLE INC COM 037833100 4355 24527 SH SOLE 0 0 24527 ABBVIE INC COM 00287Y109 4094 30235 SH SOLE 0 0 30235 VANGUARD WORLD FD ESG INTL STK ETF 921910725 3925 63282 SH SOLE 0 0 63282 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 3307 49238 SH SOLE 0 0 49238 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 3227 37780 SH SOLE 0 0 37780 PFIZER INC COM 717081103 2985 50548 SH SOLE 0 0 50548 TEXAS INSTRS INC COM 882508104 2540 13478 SH SOLE 0 0 13478 QUALCOMM INC COM 747525103 2536 13867 SH SOLE 0 0 13867 NOVO-NORDISK A S ADR 670100205 2487 22204 SH SOLE 0 0 22204 BLOCK H & R INC COM 093671105 2322 98543 SH SOLE 0 0 98543 ISHARES INC CORE MSCI EMKT 46434G103 2230 37251 SH SOLE 0 0 37251 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2216 26148 SH SOLE 0 0 26148 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 2202 36194 SH SOLE 0 0 36194 INTEL CORP COM 458140100 2076 40318 SH SOLE 0 0 40318 VANGUARD WORLD FD ESG US CORP BD 921910691 1946 26491 SH SOLE 0 0 26491 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1914 16941 SH SOLE 0 0 16941 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1815 15646 SH SOLE 0 0 15646 MERCK & CO INC COM 58933Y105 1808 23584 SH SOLE 0 0 23584 VERIZON COMMUNICATIONS INC COM 92343V104 1663 32010 SH SOLE 0 0 32010 HP INC COM 40434L105 1653 43871 SH SOLE 0 0 43871 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1624 24436 SH SOLE 0 0 24436 PHILIP MORRIS INTL INC COM 718172109 1617 17024 SH SOLE 0 0 17024 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1581 13892 SH SOLE 0 0 13892 ALTRIA GROUP INC COM 02209S103 1501 31663 SH SOLE 0 0 31663 PAYCHEX INC COM 704326107 1492 10930 SH SOLE 0 0 10930 CISCO SYS INC COM 17275R102 1473 23245 SH SOLE 0 0 23245 DEVON ENERGY CORP NEW COM 25179M103 1423 32302 SH SOLE 0 0 32302 VANGUARD STAR FDS VG TL INTL STK F 921909768 1406 22120 SH SOLE 0 0 22120 SPDR SER TR S&P 400 MDCP VAL 78464A839 1314 18486 SH SOLE 0 0 18486 NUCOR CORP COM 670346105 1295 11344 SH SOLE 0 0 11344 INFOSYS LTD SPONSORED ADR 456788108 1294 51110 SH SOLE 0 0 51110 NATIONAL BK HLDGS CORP CL A 633707104 1267 28846 SH SOLE 0 0 28846 PREMIER INC CL A 74051N102 1248 30312 SH SOLE 0 0 30312 EMPLOYERS HLDGS INC COM 292218104 1239 29937 SH SOLE 0 0 29937 GILEAD SCIENCES INC COM 375558103 1205 16595 SH SOLE 0 0 16595 COLGATE PALMOLIVE CO COM 194162103 1185 13889 SH SOLE 0 0 13889 BRISTOL-MYERS SQUIBB CO COM 110122108 1111 17821 SH SOLE 0 0 17821 AMDOCS LTD SHS G02602103 1090 14558 SH SOLE 0 0 14558 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1069 11593 SH SOLE 0 0 11593 EMERSON ELEC CO COM 291011104 1036 11139 SH SOLE 0 0 11139 NETAPP INC COM 64110D104 1029 11187 SH SOLE 0 0 11187 VIRTU FINL INC CL A 928254101 1020 35374 SH SOLE 0 0 35374 GENERAL MLS INC COM 370334104 1006 14935 SH SOLE 0 0 14935 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 1005 22800 SH SOLE 0 0 22800 UNILEVER PLC SPON ADR NEW 904767704 958 17812 SH SOLE 0 0 17812 COTERRA ENERGY INC COM 127097103 927 48783 SH SOLE 0 0 48783 HORMEL FOODS CORP COM 440452100 868 17778 SH SOLE 0 0 17778 KELLOGG CO COM 487836108 845 13110 SH SOLE 0 0 13110 ONE GAS INC COM 68235P108 805 10376 SH SOLE 0 0 10376 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 669 17205 SH SOLE 0 0 17205 AT&T INC COM 00206R102 563 22883 SH SOLE 0 0 22883 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 364 834 SH DFND 1 0 0 834 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 225 2779 SH DFND 1 0 0 2779 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 219 3975 SH DFND 1 0 0 3975 ISHARES SILVER TR ISHARES 46428Q109 218 10114 SH SOLE 0 0 10114 VANGUARD INDEX FDS TOTAL STK MKT 922908769 193 801 SH DFND 1 0 0 801 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 169 986 SH DFND 1 0 0 986 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 169 1504 SH DFND 1 0 0 1504 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 154 3011 SH DFND 1 0 0 3011 VANGUARD WORLD FD ESG US STK ETF 921910733 147 1669 SH DFND 1 0 0 1669 VANGUARD BD INDEX FDS INTERMED TERM 921937819 129 1476 SH DFND 1 0 0 1476 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 98 951 SH DFND 1 0 0 951 VANGUARD WORLD FD ESG US CORP BD 921910691 76 1041 SH DFND 1 0 0 1041 ISHARES TR CORE S&P MCP ETF 464287507 60 213 SH DFND 1 0 0 213 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 59 884 SH DFND 1 0 0 884 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 59 694 SH DFND 1 0 0 694 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 52 1059 SH DFND 1 0 0 1059 VANGUARD STAR FDS VG TL INTL STK F 921909768 51 799 SH DFND 1 0 0 799 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 51 772 SH DFND 1 0 0 772 VANGUARD WORLD FD ESG INTL STK ETF 921910725 49 786 SH DFND 1 0 0 786 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 40 652 SH DFND 1 0 0 652 ISHARES TR CORE S&P SCP ETF 464287804 30 263 SH DFND 1 0 0 263 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 25 214 SH DFND 1 0 0 214 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 18 209 SH DFND 1 0 0 209