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 |
|---|---|---|---|---|---|---|---|---|---|
| KIMBERLY-CLARK CORP | COM | 101 | $458,676 | 3,546 | 0.00 | 0.00 | -123 | -3.35 | 03-31-2024 |
| UNITED PARCEL SERVICE INC | CL B | 102 | $457,335 | 3,077 | 0.00 | 0.00 | -233 | -7.04 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US TIPS ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US REIT ETF | 104 | $411,772 | 20,285 | 0.00 | 0.00 | 109 | 0.54 | 03-31-2024 |
