Director of Investments and Compliance

0001767513-22-000007.txt : 20221031 0001767513-22-000007.hdr.sgml : 20221031 20221031171119 ACCESSION NUMBER: 0001767513-22-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221031 DATE AS OF CHANGE: 20221031 EFFECTIVENESS DATE: 20221031 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: 221347030 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 09-30-2022 09-30-2022 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 Lake Oswego OR 10-31-2022 1 129 392312 false 1 0001633901 028-16706 Betterment LLC INFORMATION TABLE 2 HI13FQ32022.xml VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 31982 879604 SH SOLE 0 0 879604 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 22667 474905 SH SOLE 0 0 474905 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 28084 375356 SH SOLE 0 0 375356 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 77321 235520 SH SOLE 0 0 235520 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 13455 232829 SH SOLE 0 0 232829 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 8209 224954 SH SOLE 0 0 224954 VANGUARD BD INDEX FDS INTERMED TERM 921937819 14936 203264 SH SOLE 0 0 203264 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 15029 158400 SH SOLE 0 0 158400 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 5916 113673 SH SOLE 0 0 113673 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 5416 112502 SH SOLE 0 0 112502 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 14809 109569 SH SOLE 0 0 109569 ISHARES TR CORE S&P SCP ETF 464287804 8837 101349 SH SOLE 0 0 101349 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 5769 93064 SH SOLE 0 0 93064 VANGUARD WORLD FD ESG US STK ETF 921910733 5103 81112 SH SOLE 0 0 81112 ISHARES TR CORE S&P MCP ETF 464287507 17734 80882 SH SOLE 0 0 80882 BLOCK H & R INC COM 093671105 2579 60636 SH SOLE 0 0 60636 ISHARES TR SHRT NAT MUN ETF 464288158 6170 60106 SH SOLE 0 0 60106 VANGUARD WORLD FD ESG INTL STK ETF 921910725 2595 59732 SH SOLE 0 0 59732 INFOSYS LTD SPONSORED ADR 456788108 789 46514 SH SOLE 0 0 46514 PFIZER INC COM 717081103 1780 40684 SH SOLE 0 0 40684 ISHARES TR CORE S&P500 ETF 464287200 14514 40470 SH SOLE 0 0 40470 HP INC COM 40434L105 971 38947 SH SOLE 0 0 38947 INTEL CORP COM 458140100 998 38710 SH SOLE 0 0 38710 NIKE INC CL B 654106103 3103 37334 SH SOLE 0 0 37334 VANGUARD WORLD FD ESG US CORP BD 921910691 1929 32484 SH SOLE 0 0 32484 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2242 31426 SH SOLE 0 0 31426 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 2332 29088 SH SOLE 0 0 29088 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1639 28117 SH SOLE 0 0 28117 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1169 27600 SH SOLE 0 0 27600 VANGUARD STAR FDS VG TL INTL STK F 921909768 1141 24930 SH SOLE 0 0 24930 ALTRIA GROUP INC COM 02209S103 980 24274 SH SOLE 0 0 24274 DEVON ENERGY CORP NEW COM 25179M103 1404 23345 SH SOLE 0 0 23345 ABBVIE INC COM 00287Y109 3088 23007 SH SOLE 0 0 23007 VIATRIS INC COM 92556V106 188 22082 SH SOLE 0 0 22082 VERIZON COMMUNICATIONS INC COM 92343V104 836 22030 SH SOLE 0 0 22030 APPLE INC COM 037833100 3036 21965 SH SOLE 0 0 21965 MERCK & CO INC COM 58933Y105 1779 20656 SH SOLE 0 0 20656 EMPLOYERS HLDGS INC COM 292218104 702 20346 SH SOLE 0 0 20346 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3649 20333 SH SOLE 0 0 20333 PREMIER INC CL A 74051N102 642 18921 SH SOLE 0 0 18921 NATIONAL BK HLDGS CORP CL A 633707104 669 18091 SH SOLE 0 0 18091 CISCO SYS INC COM 17275R102 713 17819 SH SOLE 0 0 17819 ISHARES TR CORE MSCI EAFE 46432F842 920 17458 SH SOLE 0 0 17458 GOLD FIELDS LTD SPONSORED ADR 38059T106 139 17181 SH SOLE 0 0 17181 BRISTOL-MYERS SQUIBB CO COM 110122108 1178 16572 SH SOLE 0 0 16572 FIRST BANCORP P R COM NEW 318672706 217 15885 SH SOLE 0 0 15885 BP PLC SPONSORED ADR 055622104 448 15693 SH SOLE 0 0 15693 NOVO-NORDISK A S ADR 670100205 1550 15562 SH SOLE 0 0 15562 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 794 14908 SH SOLE 0 0 14908 BUCKLE INC COM 118440106 466 14717 SH SOLE 0 0 14717 PHILIP MORRIS INTL INC COM 718172109 1206 14531 SH SOLE 0 0 14531 FORTINET INC COM 34959E109 697 14186 SH SOLE 0 0 14186 COLGATE PALMOLIVE CO COM 194162103 914 13010 SH SOLE 0 0 13010 GENERAL MLS INC COM 370334104 993 12959 SH SOLE 0 0 12959 HORMEL FOODS CORP COM 440452100 567 12483 SH SOLE 0 0 12483 QUALCOMM INC COM 747525103 1338 11842 SH SOLE 0 0 11842 UNILEVER PLC SPON ADR NEW 904767704 510 11642 SH SOLE 0 0 11642 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1894 11578 SH SOLE 0 0 11578 TEXAS INSTRS INC COM 882508104 1784 11525 SH SOLE 0 0 11525 COTERRA ENERGY INC COM 127097103 273 10440 SH SOLE 0 0 10440 EMERSON ELEC CO COM 291011104 755 10309 SH SOLE 0 0 10309 AMDOCS LTD SHS G02602103 802 10089 SH SOLE 0 0 10089 ISHARES SILVER TR ISHARES 46428Q109 176 10036 SH SOLE 0 0 10036 GSK PLC SPONSORED ADR 37733W204 295 10027 SH SOLE 0 0 10027 OFG BANCORP COM 67103X102 232 9246 SH SOLE 0 0 9246 PAYCHEX INC COM 704326107 1009 8989 SH SOLE 0 0 8989 OCCIDENTAL PETE CORP COM 674599105 541 8801 SH SOLE 0 0 8801 KELLOGG CO COM 487836108 604 8673 SH SOLE 0 0 8673 NETAPP INC COM 64110D104 532 8595 SH SOLE 0 0 8595 GILEAD SCIENCES INC COM 375558103 509 8250 SH SOLE 0 0 8250 ONE GAS INC COM 68235P108 574 8156 SH SOLE 0 0 8156 MICROSOFT CORP COM 594918104 1899 8153 SH SOLE 0 0 8153 LYONDELLBASELL INDUSTRIES N SHS - 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