Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HUMAN INVESTING LLC | 04-25-2024 | 03-31-2024 | 122 | 497,935,271 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $128,233,576 | 266,764 | 0.03 | 0.02 | 7,126 | 2.74 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2 | $49,943,084 | 995,477 | 0.01 | 0.01 | 24,942 | 2.57 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 3 | $28,363,918 | 234,432 | 0.01 | 0.01 | -2,240 | -0.95 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 4 | $27,936,453 | 152,984 | 0.01 | 0.01 | -2,649 | -1.70 | 03-31-2024 |
