Director of Investments and Compliance

0001767513-23-000004.txt : 20230807 0001767513-23-000004.hdr.sgml : 20230807 20230807154217 ACCESSION NUMBER: 0001767513-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230807 DATE AS OF CHANGE: 20230807 EFFECTIVENESS DATE: 20230807 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: 231147383 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 06-30-2023 06-30-2023 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 5039053115 Andrew Gladhill Lake Oswego OR 08-07-2023 1 121 438194526 false 1 0001633901 028-16706 000149117 801-70171 Betterment LLC INFORMATION TABLE 2 HI_Q22023_13F.xml HI_Q22023_13F ABBOTT LABS COM 002824100 656663 6023 SH SOLE 0 0 6023 AMAZON COM INC COM 023135106 396037 3038 SH SOLE 0 0 3038 AMGEN INC COM 031162100 1067727 4809 SH SOLE 0 0 4809 APPLE INC COM 037833100 4708033 24272 SH SOLE 0 0 24272 ARISTA NETWORKS INC COM 040413106 227533 1404 SH SOLE 0 0 1404 BP PLC SPONSORED ADR 055622104 319340 9049 SH SOLE 0 0 9049 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 564014 1654 SH SOLE 0 0 1654 BLOCK H & R INC COM 093671105 1649305 51751 SH SOLE 0 0 51751 BRISTOL-MYERS SQUIBB CO COM 110122108 955505 14941 SH SOLE 0 0 14941 BUCKLE INC COM 118440106 259985 7514 SH SOLE 0 0 7514 COLGATE PALMOLIVE CO COM 194162103 516269 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