Director of Investments and Compliance

0001767513-24-000006.txt : 20241028 0001767513-24-000006.hdr.sgml : 20241028 20241028152231 ACCESSION NUMBER: 0001767513-24-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241028 DATE AS OF CHANGE: 20241028 EFFECTIVENESS DATE: 20241028 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: 241400438 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 09-30-2024 09-30-2024 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 10-28-2024 1 126 552755270 false 1 0001633901 028-16706 000149117 801-70171 Betterment LLC INFORMATION TABLE 2 Q3_2024_13F_HI.xml ABBOTT LABS COM 002824100 497235 4361 SH SOLE 0 0 4361 ABBVIE INC COM 00287Y109 2709882 13722 SH SOLE 0 0 13722 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 659719 1866 SH SOLE 0 0 1866 ALPHABET INC CAP STK CL C 02079K107 285531 1708 SH SOLE 0 0 1708 ALPHABET INC CAP STK CL A 02079K305 939522 5665 SH SOLE 0 0 5665 ALTRIA GROUP INC COM 02209S103 221973 4349 SH SOLE 0 0 4349 AMAZON COM INC COM 023135106 741038 3977 SH SOLE 0 0 3977 AMDOCS LTD SHS G02602103 481840 5508 SH SOLE 0 0 5508 AMGEN INC COM 031162100 1515079 4702 SH SOLE 0 0 4702 APPLE INC COM 037833100 3886431 16680 SH SOLE 0 0 16680 BERKSHIRE HATHAWAY INC DEL CL A 084670108 1382360 2 SH SOLE 0 0 2 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 821565 1785 SH SOLE 0 0 1785 BLOCK H & R INC COM 093671105 2672786 42058 SH SOLE 0 0 42058 BROADCOM INC COM 11135F101 5142553 29812 SH SOLE 0 0 29812 CAPITAL ONE FINL CORP COM 14040H105 206237 1377 SH SOLE 0 0 1377 CATERPILLAR INC COM 149123101 226478 579 SH SOLE 0 0 579 CISCO SYS INC COM 17275R102 335340 6301 SH SOLE 0 0 6301 COLGATE PALMOLIVE CO COM 194162103 312394 3009 SH SOLE 0 0 3009 ELI LILLY & CO COM 532457108 2381167 2688 SH SOLE 0 0 2688 EMERSON ELEC CO COM 291011104 220884 2020 SH SOLE 0 0 2020 EMPLOYERS HLDGS INC COM 292218104 240618 5016 SH SOLE 0 0 5016 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 252868 15755 SH SOLE 0 0 15755 GENERAL MLS INC COM 370334104 367330 4974 SH SOLE 0 0 4974 GILEAD SCIENCES INC COM 375558103 290338 3463 SH SOLE 0 0 3463 GLOBAL X FDS S&P 500 CATHOLIC 37954Y889 537495 7746 SH SOLE 0 0 7746 HOME DEPOT INC COM 437076102 1498620 3698 SH SOLE 0 0 3698 HP INC COM 40434L105 815542 22736 SH SOLE 0 0 22736 INFOSYS LTD SPONSORED ADR 456788108 579069 26002 SH SOLE 0 0 26002 INTERDIGITAL INC COM 45867G101 424890 3000 SH SOLE 0 0 3000 INTERNATIONAL BUSINESS MACHS COM 459200101 443929 2008 SH SOLE 0 0 2008 ISHARES INC CORE MSCI EMKT 46434G103 596398 10388 SH SOLE 0 0 10388 ISHARES INC CORE MSCI EMKT 46434G103 4469 78 SH DFND 1 0 0 78 ISHARES SILVER TR ISHARES 46428Q109 302169 10636 SH SOLE 0 0 10636 ISHARES TR CORE S&P TTL STK 464287150 801775 6383 SH SOLE 0 0 6383 ISHARES TR CORE S&P TTL STK 464287150 1168 9 SH DFND 1 0 0 9 ISHARES TR CORE S&P500 ETF 464287200 22297175 38655 SH SOLE 0 0 38655 ISHARES TR S&P 500 GRWT ETF 464287309 241961 2527 SH SOLE 0 0 2527 ISHARES TR S&P 500 VAL ETF 464287408 252181 1279 SH SOLE 0 0 1279 ISHARES TR CORE S&P MCP ETF 464287507 28015240 449539 SH SOLE 0 0 449539 ISHARES TR CORE S&P MCP ETF 464287507 1145882 18387 SH DFND 1 0 0 18387 ISHARES TR U.S. TECH ETF 464287721 262606 1732 SH SOLE 0 0 1732 ISHARES TR CORE S&P SCP ETF 464287804 14989727 128161 SH SOLE 0 0 128161 ISHARES TR CORE S&P SCP ETF 464287804 591029 5053 SH DFND 1 0 0 5053 ISHARES TR SHRT NAT MUN ETF 464288158 1279962 12054 SH SOLE 0 0 12054 ISHARES TR CORE HIGH DV ETF 46429B663 360844 3068 SH SOLE 0 0 3068 ISHARES TR CORE MSCI EAFE 46432F842 684299 8767 SH SOLE 0 0 8767 ISHARES TR CORE DIV GRWTH 46434V621 633621 10107 SH SOLE 0 0 10107 ISHARES TR CORE MSCI INTL 46435G326 658481 9297 SH SOLE 0 0 9297 ISHARES TR CORE MSCI INTL 46435G326 3 0 SH DFND 1 0 0 0 ISHARES TR INTL DIV GRWTH 46435G524 323050 4331 SH SOLE 0 0 4331 ISHARES TR ESG SCRND S&P500 46436E569 379312 8577 SH SOLE 0 0 8577 ISHARES TR ESG SCRND S&P500 46436E569 66768 1510 SH DFND 1 0 0 1510 JOHNSON & JOHNSON COM 478160104 717003 4424 SH SOLE 0 0 4424 JPMORGAN CHASE & CO. 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