Director of Investments and Compliance

0001767513-23-000002.txt : 20230510 0001767513-23-000002.hdr.sgml : 20230510 20230510121749 ACCESSION NUMBER: 0001767513-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230510 DATE AS OF CHANGE: 20230510 EFFECTIVENESS DATE: 20230510 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: 23905257 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 X0202 13F-HR LIVE false false false 0001767513 XXXXXXXX 03-31-2023 03-31-2023 Human Investing LLC

525 3RD ST, SUITE 200 LAKE OSWEGO OR 97034

13F COMBINATION REPORT 028-19337 000133017 801-63556 0001633901 028-16706 000149117 801-70171 Betterment LLC N Andrew Gladhill Director of Investments and Compliance 503-905-3115 Andrew Gladhill Lake Oswego OR 05-10-2023 1 122 411895043 false 1 0001633901 028-16706 000149117 801-70171 Betterment LLC INFORMATION TABLE 2 HI13FQ12023.xml VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 91260759 242670 SH SOLE 0 0 242670 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 40457769 895678 SH SOLE 0 0 895678 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 22938593 299890 SH SOLE 0 0 299890 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 21365120 202513 SH SOLE 0 0 202513 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 21323588 138456 SH SOLE 0 0 138456 ISHARES TR CORE S&P MCP ETF 464287507 20092686 80319 SH SOLE 0 0 80319 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 18212277 372287 SH SOLE 0 0 372287 ISHARES TR CORE S&P500 ETF 464287200 15913995 38713 SH SOLE 0 0 38713 VANGUARD BD INDEX FDS INTERMED TERM 921937819 12735619 165958 SH SOLE 0 0 165958 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 10997017 187855 SH SOLE 0 0 187855 ISHARES TR CORE S&P SCP ETF 464287804 10629901 109927 SH SOLE 0 0 109927 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 10068042 249209 SH SOLE 0 0 249209 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 8837213 142651 SH SOLE 0 0 142651 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 8766549 118981 SH SOLE 0 0 118981 VANGUARD WORLD FD ESG US STK ETF 921910733 6689737 93289 SH SOLE 0 0 93289 NIKE INC CL B 654106103 4660688 38003 SH SOLE 0 0 38003 VANGUARD INDEX FDS TOTAL STK MKT 922908769 4205106 20603 SH SOLE 0 0 20603 APPLE INC COM 037833100 3741701 22691 SH SOLE 0 0 22691 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 3701424 44574 SH SOLE 0 0 44574 VANGUARD WORLD FD ESG INTL STK ETF 921910725 3041055 58080 SH SOLE 0 0 58080 ABBVIE INC COM 00287Y109 2940267 18449 SH SOLE 0 0 18449 BROADCOM INC COM 11135F101 2787976 4346 SH SOLE 0 0 4346 VANGUARD WORLD FD ESG US CORP BD 921910691 2161199 34469 SH SOLE 0 0 34469 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2157162 29218 SH SOLE 0 0 29218 VANGUARD INDEX FDS LARGE CAP ETF 922908637 2092605 11202 SH SOLE 0 0 11202 NOVO-NORDISK A S ADR 670100205 2089827 13132 SH SOLE 0 0 13132 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2069753 5504 SH DFND 1 0 0 5504 BLOCK H & R INC COM 093671105 1876992 53248 SH SOLE 0 0 53248 MICROSOFT CORP COM 594918104 1842647 6391 SH SOLE 0 0 6391 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 1786313 29792 SH SOLE 0 0 29792 MERCK & CO INC COM 58933Y105 1623937 15264 SH SOLE 0 0 15264 TEXAS INSTRS INC COM 882508104 1612817 8671 SH SOLE 0 0 8671 HOME DEPOT INC COM 437076102 1367427 4633 SH SOLE 0 0 4633 VANGUARD STAR FDS VG TL INTL STK F 921909768 1362885 24685 SH SOLE 0 0 24685 AMGEN INC COM 031162100 1242873 5141 SH SOLE 0 0 5141 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1232778 25486 SH SOLE 0 0 25486 LILLY ELI & CO COM 532457108 1164085 3390 SH SOLE 0 0 3390 ISHARES TR SHRT NAT MUN ETF 464288158 1147672 10964 SH SOLE 0 0 10964 MCDONALDS CORP COM 580135101 1141833 4084 SH SOLE 0 0 4084 PFIZER INC COM 717081103 1123349 27533 SH SOLE 0 0 27533 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1020035 13336 SH DFND 1 0 0 13336 HP INC COM 40434L105 979232 33364 SH SOLE 0 0 33364 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 960681 19638 SH DFND 1 0 0 19638 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 953470 6191 SH DFND 1 0 0 6191 JOHNSON & JOHNSON COM 478160104 944219 6092 SH SOLE 0 0 6092 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 922942 8748 SH DFND 1 0 0 8748 BRISTOL-MYERS SQUIBB CO COM 110122108 907229 13089 SH SOLE 0 0 13089 UNITED PARCEL SERVICE INC CL B 911312106 903600 4658 SH SOLE 0 0 4658 PAYCHEX INC COM 704326107 902337 7874 SH SOLE 0 0 7874 GENERAL MLS INC COM 370334104 867676 10153 SH SOLE 0 0 10153 PHILIP MORRIS INTL INC COM 718172109 856676 8809 SH SOLE 0 0 8809 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 832499 16433 SH SOLE 0 0 16433 QUALCOMM INC COM 747525103 820779 6433 SH SOLE 0 0 6433 AMDOCS LTD SHS G02602103 805692 8390 SH SOLE 0 0 8390 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 789526 10302 SH SOLE 0 0 10302 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 751281 2629 SH SOLE 0 0 2629 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 703211 15568 SH DFND 1 0 0 15568 INFOSYS LTD SPONSORED ADR 456788108 692512 39708 SH SOLE 0 0 39708 VANGUARD BD INDEX FDS INTERMED TERM 921937819 648727 8454 SH DFND 1 0 0 8454 ABBOTT LABS COM 002824100 645827 6378 SH SOLE 0 0 6378 ISHARES TR CORE DIV GRWTH 46434V621 638373 12770 SH SOLE 0 0 12770 ALPHABET INC CAP STK CL A 02079K305 613045 5910 SH SOLE 0 0 5910 CISCO SYS INC COM 17275R102 609934 11668 SH SOLE 0 0 11668 KIMBERLY-CLARK CORP COM 494368103 603131 4494 SH SOLE 0 0 4494 ISHARES TR CORE S&P TTL STK 464287150 579240 6397 SH SOLE 0 0 6397 ALTRIA GROUP INC COM 02209S103 566898 12705 SH SOLE 0 0 12705 COLGATE PALMOLIVE CO COM 194162103 563827 7503 SH SOLE 0 0 7503 INTERNATIONAL BUSINESS MACHS COM 459200101 558975 4264 SH SOLE 0 0 4264 FORTINET INC COM 34959E109 547432 8237 SH SOLE 0 0 8237 INTEL CORP COM 458140100 537095 16440 SH SOLE 0 0 16440 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 535511 9148 SH DFND 1 0 0 9148 ULTA BEAUTY INC COM 90384S303 526026 964 SH SOLE 0 0 964 GILEAD SCIENCES INC COM 375558103 517235 6234 SH SOLE 0 0 6234 VANGUARD WORLD FD ESG US STK ETF 921910733 510285 7116 SH DFND 1 0 0 7116 GARTNER INC COM 366651107 504325 1548 SH SOLE 0 0 1548 ISHARES TR CORE MSCI EAFE 46432F842 463902 6939 SH SOLE 0 0 6939 STARBUCKS CORP COM 855244109 463049 4447 SH SOLE 0 0 4447 MARRIOTT INTL INC NEW CL A 571903202 443493 2671 SH SOLE 0 0 2671 UNILEVER PLC SPON ADR NEW 904767704 436888 8413 SH SOLE 0 0 8413 BP PLC SPONSORED ADR 055622104 425725 11221 SH SOLE 0 0 11221 SCHWAB STRATEGIC TR US TIPS ETF 808524870 423305 7896 SH SOLE 0 0 7896 VERIZON COMMUNICATIONS INC COM 92343V104 419573 10789 SH SOLE 0 0 10789 LOWES COS INC COM 548661107 413109 2066 SH SOLE 0 0 2066 BUCKLE INC COM 118440106 388469 10885 SH SOLE 0 0 10885 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 386272 1251 SH SOLE 0 0 1251 VANGUARD WHITEHALL FDS INTL DVD ETF 921946810 354794 4815 SH DFND 1 0 0 4815 ILLINOIS TOOL WKS INC COM 452308109 351473 1444 SH SOLE 0 0 1444 VANGUARD WHITEHALL FDS INTL HIGH ETF 921946794 350114 5652 SH DFND 1 0 0 5652 ISHARES TR CORE S&P MCP ETF 464287507 333394 1333 SH DFND 1 0 0 1333 EMPLOYERS HLDGS INC COM 292218104 310758 7454 SH SOLE 0 0 7454 ARISTA NETWORKS INC COM 040413106 308695 1839 SH SOLE 0 0 1839 ONE GAS INC COM 68235P108 296717 3745 SH SOLE 0 0 3745 LAMB WESTON HLDGS INC COM 513272104 293493 2808 SH SOLE 0 0 2808 ISHARES TR CORE MSCI INTL 46435G326 285117 4715 SH SOLE 0 0 4715 GSK PLC SPONSORED ADR 37733W204 281047 7899 SH SOLE 0 0 7899 AMAZON COM INC COM 023135106 280949 2720 SH SOLE 0 0 2720 BOOKING HOLDINGS INC COM 09857L108 278504 105 SH SOLE 0 0 105 ISHARES INC CORE MSCI EMKT 46434G103 276997 5677 SH SOLE 0 0 5677 KELLOGG CO COM 487836108 272415 4068 SH SOLE 0 0 4068 ALBEMARLE CORP COM 012653101 271659 1229 SH SOLE 0 0 1229 SPDR GOLD TR GOLD SHS 78463V107 259806 1418 SH SOLE 0 0 1418 US BANCORP DEL COM NEW 902973304 256713 7121 SH SOLE 0 0 7121 TESLA INC COM 88160R101 252552 1217 SH SOLE 0 0 1217 ISHARES TR ESG SCRND S&P500 46436E569 243220 7872 SH SOLE 0 0 7872 ISHARES SILVER TR ISHARES 46428Q109 238012 10760 SH SOLE 0 0 10760 FMC CORP COM NEW 302491303 233025 1908 SH SOLE 0 0 1908 GLOBAL X FDS S&P 500 CATHOLIC 37954Y889 210317 4190 SH SOLE 0 0 4190 MEDIFAST INC COM 58470H101 209419 2020 SH SOLE 0 0 2020 ENPHASE ENERGY INC COM 29355A107 209019 994 SH SOLE 0 0 994 BHP GROUP LTD SPONSORED ADS 088606108 200249 3158 SH SOLE 0 0 3158 VANGUARD WORLD FD ESG INTL STK ETF 921910725 174803 3338 SH DFND 1 0 0 3338 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 171382 4242 SH DFND 1 0 0 4242 ISHARES TR CORE S&P SCP ETF 464287804 167244 1730 SH DFND 1 0 0 1730 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 138252 1665 SH DFND 1 0 0 1665 VANGUARD WORLD FD ESG US CORP BD 921910691 136074 2170 SH DFND 1 0 0 2170 VIATRIS INC COM 92556V106 104262 10838 SH SOLE 0 0 10838 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 91718 1530 SH DFND 1 0 0 1530 ISHARES TR CORE MSCI EAFE 46432F842 3877 58 SH DFND 1 0 0 58 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1172 24 SH DFND 1 0 0 24 VANGUARD INDEX FDS TOTAL STK MKT 922908769 813 4 SH DFND 1 0 0 4 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 481 7 SH DFND 1 0 0 7 ISHARES TR CORE DIV GRWTH 46434V621 3 0 SH DFND 1 0 0 0