Director of Investments and Compliance

0001767513-24-000003.txt : 20240425 0001767513-24-000003.hdr.sgml : 20240425 20240425145020 ACCESSION NUMBER: 0001767513-24-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240425 DATE AS OF CHANGE: 20240425 EFFECTIVENESS DATE: 20240425 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Human Investing LLC CENTRAL INDEX KEY: 0001767513 ORGANIZATION NAME: 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: 24875450 BUSINESS ADDRESS: STREET 1: 6000 MEADOWS RD STREET 2: SUITE 105 CITY: LAKE OSWEGO STATE: OR ZIP: 97035 BUSINESS PHONE: (503) 905-3100 MAIL ADDRESS: STREET 1: 6000 MEADOWS RD STREET 2: SUITE 105 CITY: LAKE OSWEGO STATE: OR ZIP: 97035 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 03-31-2024 03-31-2024 Human Investing LLC

6000 MEADOWS RD SUITE 105 LAKE OSWEGO OR 97035

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 04-25-2024 1 122 497935271 false 1 0001633901 028-16706 000149117 801-70171 Betterment LLC INFORMATION TABLE 2 HI_Q12024_13F.xml ABBOTT LABS COM 002824100 535262 4709 SH SOLE Human Investing 0 0 4709 ABBVIE INC COM 00287Y109 2692770 14787 SH SOLE Human Investing 0 0 14787 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 724537 2090 SH SOLE Human Investing 0 0 2090 ALPHABET INC CAP STK CL A 02079K305 888961 5890 SH SOLE Human Investing 0 0 5890 ALPHABET INC CAP STK CL C 02079K107 262165 1722 SH SOLE Human Investing 0 0 1722 AMAZON COM INC COM 023135106 553410 3068 SH SOLE Human Investing 0 0 3068 AMDOCS LTD SHS G02602103 618945 6849 SH SOLE Human Investing 0 0 6849 AMGEN INC COM 031162100 1455192 5118 SH SOLE Human Investing 0 0 5118 APPLE INC COM 037833100 3043935 17751 SH SOLE Human 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