Director of Investments and Compliance

0001767513-22-000005.txt : 20220727 0001767513-22-000005.hdr.sgml : 20220727 20220727122558 ACCESSION NUMBER: 0001767513-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220727 DATE AS OF CHANGE: 20220727 EFFECTIVENESS DATE: 20220727 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: 221110151 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 false 0001767513 XXXXXXXX 06-30-2022 06-30-2022 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 07-27-2022 1 139 413887 false 1 0001633901 028-16706 Betterment LLC INFORMATION TABLE 2 HI13FQ22022.xml 3M CO COM 88579Y101 438 3383 SH SOLE 0 0 3383 ABBOTT LABS COM 002824100 862 7933 SH SOLE 0 0 7933 ABBVIE INC COM 00287Y109 3628 23690 SH SOLE 0 0 23690 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 879 3165 SH SOLE 0 0 3165 ALLSTATE CORP COM 020002101 796 6279 SH SOLE 0 0 6279 ALPHABET INC CAP STK CL A 02079K305 629 289 SH SOLE 0 0 289 ALTRIA GROUP INC COM 02209S103 1193 28570 SH SOLE 0 0 28570 AMAZON COM INC COM 023135106 282 2653 SH SOLE 0 0 2653 AMDOCS LTD SHS G02602103 859 10311 SH SOLE 0 0 10311 AMERICAN ELEC PWR CO INC COM 025537101 224 2335 SH SOLE 0 0 2335 AMGEN INC COM 031162100 1865 7665 SH SOLE 0 0 7665 APPLE INC COM 037833100 3016 22062 SH SOLE 0 0 22062 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 343 1256 SH SOLE 0 0 1256 BLOCK H & R INC COM 093671105 2858 80918 SH SOLE 0 0 80918 BRISTOL-MYERS SQUIBB CO COM 110122108 1293 16787 SH SOLE 0 0 16787 BROADCOM INC COM 11135F101 2130 4383 SH SOLE 0 0 4383 BUCKLE INC COM 118440106 291 10522 SH SOLE 0 0 10522 CF INDS HLDGS INC COM 125269100 642 7486 SH SOLE 0 0 7486 CISCO SYS INC COM 17275R102 799 18732 SH SOLE 0 0 18732 COLGATE PALMOLIVE CO COM 194162103 1027 12815 SH SOLE 0 0 12815 DEVON ENERGY CORP NEW COM 25179M103 1375 24947 SH SOLE 0 0 24947 EMERSON ELEC CO COM 291011104 823 10353 SH SOLE 0 0 10353 EMPLOYERS HLDGS INC COM 292218104 878 20955 SH SOLE 0 0 20955 EOG RES INC COM 26875P101 876 7936 SH SOLE 0 0 7936 ERICSSON ADR B SEK 10 294821608 195 26356 SH SOLE 0 0 26356 FMC CORP COM NEW 302491303 755 7053 SH SOLE 0 0 7053 FORTINET INC COM 34959E109 836 14775 SH SOLE 0 0 14775 GARTNER INC COM 366651107 728 3009 SH SOLE 0 0 3009 GENERAL MLS INC COM 370334104 1042 13806 SH SOLE 0 0 13806 GILEAD SCIENCES INC COM 375558103 426 6900 SH SOLE 0 0 6900 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2712 SH SOLE 0 0 2712 NATIONAL BK HLDGS CORP CL A 633707104 726 18962 SH SOLE 0 0 18962 NETAPP INC COM 64110D104 553 8471 SH SOLE 0 0 8471 NIKE INC CL B 654106103 2517 24624 SH SOLE 0 0 24624 NOVO-NORDISK A S ADR 670100205 1757 15766 SH SOLE 0 0 15766 NRG ENERGY INC COM NEW 629377508 255 6677 SH SOLE 0 0 6677 NUCOR CORP COM 670346105 866 8292 SH SOLE 0 0 8292 OCCIDENTAL PETE CORP COM 674599105 466 7918 SH SOLE 0 0 7918 ONE GAS INC COM 68235P108 683 8413 SH SOLE 0 0 8413 PAYCHEX INC COM 704326107 1025 8999 SH SOLE 0 0 8999 PFIZER INC COM 717081103 2193 41829 SH SOLE 0 0 41829 PHILIP MORRIS INTL INC COM 718172109 1483 15019 SH SOLE 0 0 15019 PREMIER INC CL A 74051N102 720 20167 SH SOLE 0 0 20167 QUALCOMM INC COM 747525103 1533 11999 SH SOLE 0 0 11999 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 584 18556 SH SOLE 0 0 18556 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1352 30283 SH SOLE 0 0 30283 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 258 4118 SH SOLE 0 0 4118 SCHWAB STRATEGIC TR US TIPS ETF 808524870 218 3911 SH SOLE 0 0 3911 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 1064 14899 SH SOLE 0 0 14899 SPDR GOLD TR GOLD SHS 78463V107 224 1328 SH SOLE 0 0 1328 SPDR SER TR S&P 400 MDCP VAL 78464A839 223 3680 SH SOLE 0 0 3680 TESLA INC COM 88160R101 456 676 SH SOLE 0 0 676 TEXAS INSTRS INC COM 882508104 1797 11698 SH SOLE 0 0 11698 ULTA BEAUTY INC COM 90384S303 683 1772 SH SOLE 0 0 1772 UNILEVER PLC SPON ADR NEW 904767704 526 11474 SH SOLE 0 0 11474 UNITED PARCEL SERVICE INC CL B 911312106 1021 5593 SH SOLE 0 0 5593 US BANCORP DEL COM NEW 902973304 328 7127 SH SOLE 0 0 7127 VANGUARD BD INDEX FDS INTERMED TERM 921937819 14288 184000 SH SOLE 0 0 184000 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 546 6855 SH SOLE 0 0 6855 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 26794 348922 SH SOLE 0 0 348922 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 9250 122909 SH SOLE 0 0 122909 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 21070 425320 SH SOLE 0 0 425320 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1763 10227 SH SOLE 0 0 10227 VANGUARD INDEX FDS MID CAP ETF 922908629 454 2307 SH SOLE 0 0 2307 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2381 26136 SH SOLE 0 0 26136 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 79566 229376 SH SOLE 0 0 229376 VANGUARD INDEX FDS SMALL CP ETF 922908751 256 1456 SH SOLE 0 0 1456 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3768 19979 SH SOLE 0 0 19979 VANGUARD INDEX FDS VALUE ETF 922908744 189 1436 SH SOLE 0 0 1436 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 7949 190846 SH SOLE 0 0 190846 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 1260 25247 SH SOLE 0 0 25247 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1572 25710 SH SOLE 0 0 25710 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 13304 226033 SH SOLE 0 0 226033 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 13286 92604 SH SOLE 0 0 92604 VANGUARD STAR FDS VG TL INTL STK F 921909768 1185 22952 SH SOLE 0 0 22952 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 30089 737483 SH SOLE 0 0 737483 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 14514 142714 SH SOLE 0 0 142714 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 4690 68360 SH SOLE 0 0 68360 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 5117 87002 SH SOLE 0 0 87002 VANGUARD WORLD FD ESG INTL STK ETF 921910725 2861 58336 SH SOLE 0 0 58336 VANGUARD WORLD FD ESG US CORP BD 921910691 1882 29884 SH SOLE 0 0 29884 VANGUARD WORLD FD ESG US STK ETF 921910733 5449 82058 SH SOLE 0 0 82058 VERIZON COMMUNICATIONS INC COM 92343V104 1224 24111 SH SOLE 0 0 24111 VIRTU FINL INC CL A 928254101 230 9820 SH SOLE 0 0 9820 ISHARES TR CORE S&P MCP ETF 464287507 178 787 SH DFND 1 0 0 787 ISHARES TR CORE S&P SCP ETF 464287804 90 971 SH DFND 1 0 0 971 VANGUARD BD INDEX FDS INTERMED TERM 921937819 367 4729 SH DFND 1 0 0 4729 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 0 1 SH DFND 1 0 0 1 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 638 8302 SH DFND 1 0 0 8302 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 42 563 SH DFND 1 0 0 563 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 417 8410 SH DFND 1 0 0 8410 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 78 857 SH DFND 1 0 0 857 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1083 3123 SH DFND 1 0 0 3123 VANGUARD INDEX FDS TOTAL STK MKT 922908769 202 1069 SH DFND 1 0 0 1069 VANGUARD INDEX FDS VALUE ETF 922908744 10 73 SH DFND 1 0 0 73 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 109 2618 SH DFND 1 0 0 2618 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 51 840 SH DFND 1 0 0 840 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 545 9261 SH DFND 1 0 0 9261 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 552 3846 SH DFND 1 0 0 3846 VANGUARD STAR FDS VG TL INTL STK F 921909768 58 1125 SH DFND 1 0 0 1125 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 383 9383 SH DFND 1 0 0 9383 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 545 5358 SH DFND 1 0 0 5358 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 196 2850 SH DFND 1 0 0 2850 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 197 3344 SH DFND 1 0 0 3344 VANGUARD WORLD FD ESG INTL STK ETF 921910725 91 1862 SH DFND 1 0 0 1862 VANGUARD WORLD FD ESG US CORP BD 921910691 76 1204 SH DFND 1 0 0 1204 VANGUARD WORLD FD ESG US STK ETF 921910733 275 4142 SH DFND 1 0 0 4142