Director of Investments and Compliance

0001767513-22-000004.txt : 20220506 0001767513-22-000004.hdr.sgml : 20220506 20220505143844 ACCESSION NUMBER: 0001767513-22-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220505 DATE AS OF CHANGE: 20220505 EFFECTIVENESS DATE: 20220505 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: 22895596 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 03-31-2022 03-31-2022 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 Director of Investments and Compliance 503-905-3115 Andrew Gladhill Tigard OR 05-05-2022 1 124 452272 false 1 0001633901 028-16706 Betterment LLC INFORMATION TABLE 2 HIQ12022.xml VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 89941 216636 SH SOLE 0 0 216636 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 32619 679139 SH SOLE 0 0 679139 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 28260 362769 SH SOLE 0 0 362769 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 23554 449161 SH SOLE 0 0 449161 ISHARES TR CORE S&P500 ETF 464287200 21237 46810 SH SOLE 0 0 46810 ISHARES TR CORE S&P MCP ETF 464287507 20776 77422 SH SOLE 0 0 77422 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 15827 140995 SH SOLE 0 0 140995 VANGUARD BD INDEX FDS INTERMED TERM 921937819 15725 192007 SH SOLE 0 0 192007 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 15700 96821 SH SOLE 0 0 96821 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 10552 204685 SH SOLE 0 0 204685 ISHARES TR CORE S&P SCP ETF 464287804 10383 96246 SH SOLE 0 0 96246 ISHARES TR CORE MSCI EAFE 46432F842 9209 132486 SH SOLE 0 0 132486 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 8955 151115 SH SOLE 0 0 151115 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8038 174244 SH SOLE 0 0 174244 VANGUARD WORLD FD ESG US STK ETF 921910733 6235 76899 SH SOLE 0 0 76899 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 5884 87009 SH SOLE 0 0 87009 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 5598 70814 SH SOLE 0 0 70814 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4616 20275 SH SOLE 0 0 20275 ABBVIE INC COM 00287Y109 3960 24428 SH SOLE 0 0 24428 APPLE INC COM 037833100 3904 22359 SH SOLE 0 0 22359 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 3833 41808 SH SOLE 0 0 41808 VANGUARD WORLD FD ESG INTL STK ETF 921910725 3349 58548 SH SOLE 0 0 58548 NIKE INC CL B 654106103 3313 24624 SH SOLE 0 0 24624 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3216 40436 SH SOLE 0 0 40436 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2869 26475 SH SOLE 0 0 26475 BROADCOM INC COM 11135F101 2797 4442 SH SOLE 0 0 4442 PFIZER INC COM 717081103 2250 43452 SH SOLE 0 0 43452 ISHARES INC CORE MSCI EMKT 46434G103 2201 39625 SH SOLE 0 0 39625 TEXAS INSTRS INC COM 882508104 2179 11878 SH SOLE 0 0 11878 BLOCK H & R INC COM 093671105 2172 83398 SH SOLE 0 0 83398 MICROSOFT CORP COM 594918104 2154 6986 SH SOLE 0 0 6986 INTEL CORP COM 458140100 2097 42304 SH SOLE 0 0 42304 VANGUARD WORLD FD ESG US CORP BD 921910691 2028 29869 SH SOLE 0 0 29869 AMGEN INC COM 031162100 1890 7815 SH SOLE 0 0 7815 QUALCOMM INC COM 747525103 1849 12102 SH SOLE 0 0 12102 HOME DEPOT INC COM 437076102 1823 6089 SH SOLE 0 0 6089 NOVO-NORDISK A S ADR 670100205 1772 15954 SH SOLE 0 0 15954 MERCK & CO INC COM 58933Y105 1755 21394 SH SOLE 0 0 21394 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1682 26744 SH SOLE 0 0 26744 DEVON ENERGY CORP NEW COM 25179M103 1530 25874 SH SOLE 0 0 25874 ALTRIA GROUP INC COM 02209S103 1526 29214 SH SOLE 0 0 29214 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1504 27927 SH SOLE 0 0 27927 VERIZON COMMUNICATIONS INC COM 92343V104 1474 28943 SH SOLE 0 0 28943 LILLY ELI & CO COM 532457108 1464 5111 SH SOLE 0 0 5111 HP INC COM 40434L105 1441 39710 SH SOLE 0 0 39710 PHILIP MORRIS INTL INC COM 718172109 1429 15217 SH SOLE 0 0 15217 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1360 15128 SH SOLE 0 0 15128 PAYCHEX INC COM 704326107 1356 9935 SH SOLE 0 0 9935 VANGUARD STAR FDS VG TL INTL STK F 921909768 1308 21889 SH SOLE 0 0 21889 NUCOR CORP COM 670346105 1301 8755 SH SOLE 0 0 8755 JOHNSON & JOHNSON COM 478160104 1256 7088 SH SOLE 0 0 7088 BRISTOL-MYERS SQUIBB CO COM 110122108 1241 16999 SH SOLE 0 0 16999 UNITED PARCEL SERVICE INC CL B 911312106 1191 5553 SH SOLE 0 0 5553 INFOSYS LTD SPONSORED ADR 456788108 1170 47006 SH SOLE 0 0 47006 CISCO SYS INC COM 17275R102 1167 20937 SH SOLE 0 0 20937 MCDONALDS CORP COM 580135101 1156 4676 SH SOLE 0 0 4676 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1155 5542 SH SOLE 0 0 5542 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1105 10746 SH SOLE 0 0 10746 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1070 3172 SH SOLE 0 0 3172 FORTINET INC COM 34959E109 1064 3113 SH SOLE 0 0 3113 VIRTU FINL INC CL A 928254101 1028 27610 SH SOLE 0 0 27610 EMERSON ELEC CO COM 291011104 1025 10455 SH SOLE 0 0 10455 MOODYS CORP COM 615369105 1003 2974 SH SOLE 0 0 2974 EOG RES INC COM 26875P101 980 8221 SH SOLE 0 0 8221 COLGATE PALMOLIVE CO COM 194162103 979 12908 SH SOLE 0 0 12908 FMC CORP COM NEW 302491303 965 7338 SH SOLE 0 0 7338 ISHARES TR CORE S&P TTL STK 464287150 944 9350 SH SOLE 0 0 9350 ABBOTT LABS COM 002824100 943 7964 SH SOLE 0 0 7964 GENERAL MLS INC COM 370334104 943 13932 SH SOLE 0 0 13932 MARRIOTT INTL INC NEW CL A 571903202 943 5368 SH SOLE 0 0 5368 GARTNER INC COM 366651107 934 3139 SH SOLE 0 0 3139 ALLSTATE CORP COM 020002101 912 6583 SH SOLE 0 0 6583 EMPLOYERS HLDGS INC COM 292218104 911 22205 SH SOLE 0 0 22205 AMDOCS LTD SHS G02602103 888 10800 SH SOLE 0 0 10800 INTERNATIONAL BUSINESS MACHS COM 459200101 861 6621 SH SOLE 0 0 6621 NATIONAL BK HLDGS CORP CL A 633707104 861 21373 SH SOLE 0 0 21373 KIMBERLY-CLARK CORP COM 494368103 844 6853 SH SOLE 0 0 6853 ONE GAS INC COM 68235P108 822 9314 SH SOLE 0 0 9314 NVIDIA CORPORATION COM 67066G104 818 2996 SH SOLE 0 0 2996 ALPHABET INC CAP STK CL A 02079K305 802 289 SH SOLE 0 0 289 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 787 18058 SH SOLE 0 0 18058 PREMIER INC CL A 74051N102 781 21955 SH SOLE 0 0 21955 HCA HEALTHCARE INC COM 40412C101 757 3019 SH SOLE 0 0 3019 LOWES COS INC COM 548661107 753 3725 SH SOLE 0 0 3725 TESLA INC COM 88160R101 753 698 SH SOLE 0 0 698 NETAPP INC COM 64110D104 752 9065 SH SOLE 0 0 9065 ULTA BEAUTY INC COM 90384S303 734 1843 SH SOLE 0 0 1843 HORMEL FOODS CORP COM 440452100 727 14103 SH SOLE 0 0 14103 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 707 8791 SH SOLE 0 0 8791 LANCASTER COLONY CORP COM 513847103 679 4552 SH SOLE 0 0 4552 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 662 18026 SH SOLE 0 0 18026 BUCKLE INC COM 118440106 631 19090 SH SOLE 0 0 19090 3M CO COM 88579Y101 598 4020 SH SOLE 0 0 4020 KELLOGG CO COM 487836108 566 8782 SH SOLE 0 0 8782 GILEAD SCIENCES INC COM 375558103 563 9473 SH SOLE 0 0 9473 MEDIFAST INC COM 58470H101 561 3285 SH SOLE 0 0 3285 UNILEVER PLC SPON ADR NEW 904767704 545 11964 SH SOLE 0 0 11964 AMAZON COM INC COM 023135106 449 138 SH SOLE 0 0 138 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 443 1256 SH SOLE 0 0 1256 US BANCORP DEL COM NEW 902973304 379 7127 SH SOLE 0 0 7127 GOLD FIELDS LTD SPONSORED ADR 38059T106 353 22860 SH SOLE 0 0 22860 NRG ENERGY INC COM NEW 629377508 299 7799 SH SOLE 0 0 7799 SCHWAB STRATEGIC TR US TIPS ETF 808524870 284 4686 SH SOLE 0 0 4686 ERICSSON ADR B SEK 10 294821608 281 30780 SH SOLE 0 0 30780 ONEMAIN HLDGS INC COM 68268W103 263 5541 SH SOLE 0 0 5541 AT&T INC COM 00206R102 256 10820 SH SOLE 0 0 10820 SPDR GOLD TR GOLD SHS 78463V107 240 1328 SH SOLE 0 0 1328 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 234 3086 SH SOLE 0 0 3086 ALPHABET INC CAP STK CL C 02079K107 233 83 SH SOLE 0 0 83 ISHARES SILVER TR ISHARES 46428Q109 231 10114 SH SOLE 0 0 10114 AMERICAN ELEC PWR CO INC COM 025537101 229 2295 SH SOLE 0 0 2295 LOCKHEED MARTIN CORP COM 539830109 213 482 SH SOLE 0 0 482 GLOBAL X FDS S&P 500 CATHOLIC 37954Y889 211 3783 SH SOLE 0 0 3783 ISHARES TR CORE MSCI TOTAL 46432F834 206 3093 SH SOLE 0 0 3093 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 857 857 SH DFND 1 0 0 857 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 530 530 SH DFND 1 0 0 530 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 487 487 SH DFND 1 0 0 487 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 402 402 SH DFND 1 0 0 402 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 394 394 SH DFND 1 0 0 394 VANGUARD WORLD FD ESG US STK ETF 921910733 323 323 SH DFND 1 0 0 323 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 313 313 SH DFND 1 0 0 313 VANGUARD BD INDEX FDS INTERMED TERM 921937819 281 281 SH DFND 1 0 0 281 VANGUARD INDEX FDS TOTAL STK MKT 922908769 240 240 SH DFND 1 0 0 240 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 209 209 SH DFND 1 0 0 209