Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
HUMAN INVESTING LLC | 02-12-2024 | 12-31-2023 | 108 | 463,190,070 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $113,409,838 | 259,638 | 0.02 | 0.02 | -4,239 | -1.61 | 12-31-2023 |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $46,488,653 | 970,535 | 0.01 | 0.01 | 10,093 | 1.05 | 12-31-2023 |
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $26,519,813 | 155,633 | 0.01 | 0.01 | 14 | 0.01 | 12-31-2023 |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 4 | $26,419,771 | 236,672 | 0.01 | 0.01 | 12,217 | 5.44 | 12-31-2023 |