Human Investing LLC [ formerly Anderson Fisher LLC ] · Form 13F Combination Report
Note: In January 2023, the SEC changed the meaning of Market Value to be $s instead of $1000s. This was unwise, because many Filers have not noticed
the change and are filing incorrect data. For consistency across our site, we’re adjusting Market Values the best we can and still showing them in $1000s.
| Security | Market Valueª | Shares or Principal | Investment
Discretion | Other
Managersº | Voting Authority |
|---|
| Issuer Name | Issue Class | Opt. | CUSIP/CINS | $1000s | Weight | Amount | S/P | Price | Sole | Shared | None |
|---|
 | | | | | | | | | ↓List | (S/P Amounts or For All) |
|---|
|
| ABBOTT LABS | COM | – | 002824·10·0 | 552,588 | 0.12% | 5,020 | Sh. | 110,077.29 | Sole | – | – | – | 25 |
| ABBVIE INC | COM | – | 00287Y·10·9 | 2,299,649 | 0.50% | 14,839 | Sh. | 154,973.31 | Sole | – | – | – | 25 |
| ACCENTURE PLC IRELAND | SHS CLASS A | – | G1151C·10·1 | 742,299 | 0.16% | 2,115 | Sh. | 350,968.79 | Sole | – | – | – | 25 |
| ALPHABET INC | CAP STK CL A | – | 02079K·30·5 | 836,029 | 0.18% | 5,985 | Sh. | 139,687.39 | Sole | – | – | – | 25 |
| ALPHABET INC | CAP STK CL C | – | 02079K·10·7 | 244,348 | 0.05% | 1,734 | Sh. | 140,915.80 | Sole | – | – | – | 25 |
| ALTRIA GROUP INC | COM | – | 02209S·10·3 | 297,024 | 0.06% | 7,363 | Sh. | 40,340.08 | Sole | – | – | – | 25 |
| AMAZON COM INC | COM | – | 023135·10·6 | 478,918 | 0.10% | 3,152 | Sh. | 151,940.99 | Sole | – | – | – | 25 |
| AMDOCS LTD | SHS | – | G02602·10·3 | 621,031 | 0.13% | 7,066 | Sh. | 87,890.04 | Sole | – | – | – | 25 |
| AMGEN INC | COM | – | 031162·10·0 | 1,516,468 | 0.33% | 5,265 | Sh. | 288,028.11 | Sole | – | – | – | 25 |
| APPLE INC | COM | – | 037833·10·0 | 4,264,147 | 0.92% | 22,148 | Sh. | 192,529.66 | Sole | – | – | – | 25 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | – | 084670·70·2 | 539,984 | 0.12% | 1,514 | Sh. | 356,660.50 | Sole | – | – | – | 25 |
| BLOCK H & R INC | COM | – | 093671·10·5 | 2,178,102 | 0.47% | 45,030 | Sh. | 48,370.02 | Sole | – | – | – | 25 |
| BP PLC | SPONSORED ADR | – | 055622·10·4 | 200,187 | 0.04% | 5,655 | Sh. | 35,400.00 | Sole | – | – | – | 25 |
| BRISTOL-MYERS SQUIBB CO | COM | – | 110122·10·8 | 424,232 | 0.09% | 8,268 | Sh. | 51,310.11 | Sole | – | – | – | 25 |
| BROADCOM INC | COM | – | 11135F·10·1 | 3,570,853 | 0.77% | 3,199 | Sh. | 1,116,240.39 | Sole | – | – | – | 25 |
| CISCO SYS INC | COM | – | 17275R·10·2 | 493,501 | 0.11% | 9,768 | Sh. | 50,522.22 | Sole | – | – | – | 25 |
| COLGATE PALMOLIVE CO | COM | – | 194162·10·3 | 347,798 | 0.08% | 4,363 | Sh. | 79,715.33 | Sole | – | – | – | 25 |
| ELI LILLY & CO | COM | – | 532457·10·8 | 1,622,081 | 0.35% | 2,783 | Sh. | 582,853.40 | Sole | – | – | – | 25 |
| EMPLOYERS HLDGS INC | COM | – | 292218·10·4 | 255,943 | 0.06% | 6,496 | Sh. | 39,400.09 | Sole | – | – | – | 25 |
| GARTNER INC | COM | – | 366651·10·7 | 469,651 | 0.10% | 1,041 | Sh. | 451,153.70 | Sole | – | – | – | 25 |
| GENERAL MLS INC | COM | – | 370334·10·4 | 493,892 | 0.11% | 7,582 | Sh. | 65,140.07 | Sole | – | – | – | 25 |
| GILEAD SCIENCES INC | COM | – | 375558·10·3 | 285,642 | 0.06% | 3,526 | Sh. | 81,010.21 | Sole | – | – | – | 25 |
| GLOBAL X FDS | S&P 500 CATHOLIC | – | 37954Y·88·9 | 488,086 | 0.11% | 8,417 | Sh. | 57,988.12 | Sole | – | – | – | 25 |
| HOME DEPOT INC | COM | – | 437076·10·2 | 1,260,370 | 0.27% | 3,637 | Sh. | 346,541.11 | Sole | – | – | – | 25 |
| HONEYWELL INTL INC | COM | – | 438516·10·6 | 283,528 | 0.06% | 1,352 | Sh. | 209,710.06 | Sole | – | – | – | 25 |
| HP INC | COM | – | 40434L·10·5 | 780,025 | 0.17% | 25,923 | Sh. | 30,090.07 | Sole | – | – | – | 25 |
| INFOSYS LTD | SPONSORED ADR | – | 456788·10·8 | 546,938 | 0.12% | 29,757 | Sh. | 18,380.15 | Sole | – | – | – | 25 |
| INTEL CORP | COM | – | 458140·10·0 | 800,646 | 0.17% | 15,933 | Sh. | 50,250.80 | Sole | – | – | – | 25 |
| INTERDIGITAL INC | COM | – | 45867G·10·1 | 217,080 | 0.05% | 2,000 | Sh. | 108,540.00 | Sole | – | – | – | 25 |
| INTERNATIONAL BUSINESS MACHS | COM | – | 459200·10·1 | 421,796 | 0.09% | 2,579 | Sh. | 163,550.21 | Sole | – | – | – | 25 |
| ISHARES INC | CORE MSCI EMKT | – | 46434G·10·3 | 447,146 | 0.10% | 8,840 | Sh. | 50,582.13 | Sole | – | – | – | 25 |
| ISHARES SILVER TR | ISHARES | – | 46428Q·10·9 | 234,353 | 0.05% | 10,760 | Sh. | 21,780.02 | Sole | – | – | – | 25 |
| ISHARES TR | CORE DIV GRWTH | – | 46434V·62·1 | 534,433 | 0.12% | 9,930 | Sh. | 53,820.04 | Sole | – | – | – | 25 |
| ISHARES TR | CORE HIGH DV ETF | – | 46429B·66·3 | 309,948 | 0.07% | 3,039 | Sh. | 101,990.13 | Sole | – | – | – | 25 |
| ISHARES TR | CORE MSCI EAFE | – | 46432F·84·2 | 594,513 | 0.13% | 8,451 | Sh. | 70,348.24 | Sole | – | – | – | 25 |
| ISHARES TR | CORE MSCI INTL | – | 46435G·32·6 | 551,996 | 0.12% | 8,671 | Sh. | 63,660.02 | Sole | – | – | – | 25 |
| ISHARES TR | CORE S&P MCP ETF | – | 464287·50·7 | 23,643,305 | 5.10% | 85,309 | Sh. | 277,149.01 | Sole | – | – | – | 25 |
| ISHARES TR | CORE S&P MCP ETF | – | 464287·50·7 | 712,953 | 0.15% | 2,572 | Sh. | 277,197.90 | Defined | #1 | – | – | 25 |
| ISHARES TR | CORE S&P SCP ETF | – | 464287·80·4 | 12,883,850 | 2.78% | 119,019 | Sh. | 108,250.36 | Sole | – | – | – | 25 |
| ISHARES TR | CORE S&P SCP ETF | – | 464287·80·4 | 368,564 | 0.08% | 3,405 | Sh. | 108,242.00 | Defined | #1 | – | – | 25 |
| ISHARES TR | CORE S&P TTL STK | – | 464287·15·0 | 655,334 | 0.14% | 6,228 | Sh. | 105,223.83 | Sole | – | – | – | 25 |
| ISHARES TR | CORE S&P500 ETF | – | 464287·20·0 | 18,361,028 | 3.96% | 38,442 | Sh. | 477,629.36 | Sole | – | – | – | 25 |
| ISHARES TR | ESG SCRND S&P500 | – | 46436E·56·9 | 312,846 | 0.07% | 8,598 | Sh. | 36,385.90 | Sole | – | – | – | 25 |
| ISHARES TR | INTL DIV GRWTH | – | 46435G·52·4 | 276,231 | 0.06% | 4,278 | Sh. | 64,570.13 | Sole | – | – | – | 25 |
| ISHARES TR | SHRT NAT MUN ETF | – | 464288·15·8 | 1,303,353 | 0.28% | 12,362 | Sh. | 105,432.21 | Sole | – | – | – | 25 |
| ISHARES TR | U.S. TECH ETF | – | 464287·72·1 | 212,603 | 0.05% | 1,732 | Sh. | 122,750.00 | Sole | – | – | – | 25 |
| JOHNSON & JOHNSON | COM | – | 478160·10·4 | 850,181 | 0.18% | 5,424 | Sh. | 156,744.28 | Sole | – | – | – | 25 |
| KIMBERLY-CLARK CORP | COM | – | 494368·10·3 | 445,821 | 0.10% | 3,669 | Sh. | 121,510.22 | Sole | – | – | – | 25 |
| MARRIOTT INTL INC NEW | CL A | – | 571903·20·2 | 432,754 | 0.09% | 1,919 | Sh. | 225,510.16 | Sole | – | – | – | 25 |
| MCDONALDS CORP | COM | – | 580135·10·1 | 904,654 | 0.20% | 3,051 | Sh. | 296,510.65 | Sole | – | – | – | 25 |
| MERCK & CO INC | COM | – | 58933Y·10·5 | 624,903 | 0.13% | 5,732 | Sh. | 109,020.06 | Sole | – | – | – | 25 |
| MICROSOFT CORP | COM | – | 594918·10·4 | 2,739,692 | 0.59% | 7,286 | Sh. | 376,021.41 | Sole | – | – | – | 25 |
| MOODYS CORP | COM | – | 615369·10·5 | 203,697 | 0.04% | 522 | Sh. | 390,224.14 | Sole | – | – | – | 25 |
| NIKE INC | CL B | – | 654106·10·3 | 4,502,452 | 0.97% | 41,470 | Sh. | 108,571.30 | Sole | – | – | – | 25 |
| NOVO-NORDISK A S | ADR | – | 670100·20·5 | 2,430,662 | 0.52% | 23,496 | Sh. | 103,450.03 | Sole | – | – | – | 25 |
| PAYCHEX INC | COM | – | 704326·10·7 | 734,659 | 0.16% | 6,168 | Sh. | 119,108.14 | Sole | – | – | – | 25 |
| PHILIP MORRIS INTL INC | COM | – | 718172·10·9 | 591,011 | 0.13% | 6,282 | Sh. | 94,080.07 | Sole | – | – | – | 25 |
| PROCTER AND GAMBLE CO | COM | – | 742718·10·9 | 353,867 | 0.08% | 2,415 | Sh. | 146,528.78 | Sole | – | – | – | 25 |
| QUALCOMM INC | COM | – | 747525·10·3 | 733,058 | 0.16% | 5,069 | Sh. | 144,615.90 | Sole | – | – | – | 25 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | – | 808524·20·1 | 1,392,270 | 0.30% | 24,686 | Sh. | 56,399.17 | Sole | – | – | – | 25 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | – | 808524·50·8 | 221,109 | 0.05% | 2,936 | Sh. | 75,309.60 | Sole | – | – | – | 25 |
| SCHWAB STRATEGIC TR | US REIT ETF | – | 808524·84·7 | 417,846 | 0.09% | 20,176 | Sh. | 20,710.05 | Sole | – | – | – | 25 |
| SPDR GOLD TR | GOLD SHS | – | 78463V·10·7 | 271,080 | 0.06% | 1,418 | Sh. | 191,170.66 | Sole | – | – | – | 25 |
| SPDR SER TR | SPDR S&P 500 ETF | – | 78468R·79·6 | 337,647 | 0.07% | 8,700 | Sh. | 38,810.00 | Sole | – | – | – | 25 |
| STARBUCKS CORP | COM | – | 855244·10·9 | 391,719 | 0.08% | 4,080 | Sh. | 96,009.56 | Sole | – | – | – | 25 |
| TESLA INC | COM | – | 88160R·10·1 | 275,261 | 0.06% | 1,108 | Sh. | 248,430.51 | Sole | – | – | – | 25 |
| TEXAS INSTRS INC | COM | – | 882508·10·4 | 848,090 | 0.18% | 4,975 | Sh. | 170,470.35 | Sole | – | – | – | 25 |
| THERMO FISHER SCIENTIFIC INC | COM | – | 883556·10·2 | 373,574 | 0.08% | 704 | Sh. | 530,644.89 | Sole | – | – | – | 25 |
| UNILEVER PLC | SPON ADR NEW | – | 904767·70·4 | 256,314 | 0.06% | 5,287 | Sh. | 48,480.05 | Sole | – | – | – | 25 |
| UNITED PARCEL SERVICE INC | CL B | – | 911312·10·6 | 520,432 | 0.11% | 3,310 | Sh. | 157,230.21 | Sole | – | – | – | 25 |
| US BANCORP DEL | COM NEW | – | 902973·30·4 | 308,828 | 0.07% | 7,136 | Sh. | 43,277.47 | Sole | – | – | – | 25 |
| VANGUARD BD INDEX FDS | INTERMED TERM | – | 921937·81·9 | 12,562,270 | 2.71% | 164,471 | Sh. | 76,379.85 | Sole | – | – | – | 25 |
| VANGUARD BD INDEX FDS | INTERMED TERM | – | 921937·81·9 | 870,708 | 0.19% | 11,400 | Sh. | 76,377.89 | Defined | #1 | – | – | 25 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | – | 921937·79·3 | 856,896 | 0.18% | 11,490 | Sh. | 74,577.55 | Sole | – | – | – | 25 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | – | 921937·82·7 | 22,762,460 | 4.91% | 295,540 | Sh. | 77,019.90 | Sole | – | – | – | 25 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | – | 921937·82·7 | 1,458,808 | 0.31% | 18,941 | Sh. | 77,018.53 | Defined | #1 | – | – | 25 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | – | 921937·83·5 | 3,844,967 | 0.83% | 52,277 | Sh. | 73,549.88 | Sole | – | – | – | 25 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | – | 92203J·40·7 | 18,954,940 | 4.09% | 383,975 | Sh. | 49,365.04 | Sole | – | – | – | 25 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | – | 92203J·40·7 | 1,291,061 | 0.28% | 26,151 | Sh. | 49,369.47 | Defined | #1 | – | – | 25 |
| VANGUARD INDEX FDS | LARGE CAP ETF | – | 922908·63·7 | 2,852,789 | 0.62% | 13,077 | Sh. | 218,153.17 | Sole | – | – | – | 25 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | – | 922908·55·3 | 4,117,394 | 0.89% | 46,598 | Sh. | 88,359.89 | Sole | – | – | – | 25 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | – | 922908·36·3 | 109,156,625 | 23.57% | 249,901 | Sh. | 436,799.47 | Sole | – | – | – | 25 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | – | 922908·36·3 | 4,253,213 | 0.92% | 9,737 | Sh. | 436,809.39 | Defined | #1 | – | – | 25 |
| VANGUARD INDEX FDS | SMALL CP ETF | – | 922908·75·1 | 299,089 | 0.06% | 1,402 | Sh. | 213,330.24 | Sole | – | – | – | 25 |
| VANGUARD INDEX FDS | TOTAL STK MKT | – | 922908·76·9 | 4,996,722 | 1.08% | 21,064 | Sh. | 237,216.20 | Sole | – | – | – | 25 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | – | 922042·85·8 | 11,456,350 | 2.47% | 278,743 | Sh. | 41,100.05 | Sole | – | – | – | 25 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | – | 922042·85·8 | 359,470 | 0.08% | 8,746 | Sh. | 41,101.07 | Defined | #1 | – | – | 25 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | – | 922907·74·6 | 896,799 | 0.19% | 17,567 | Sh. | 51,050.21 | Sole | – | – | – | 25 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | – | 92206C·70·6 | 2,130,718 | 0.46% | 35,919 | Sh. | 59,320.08 | Sole | – | – | – | 25 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | – | 92206C·10·2 | 11,464,298 | 2.48% | 196,542 | Sh. | 58,330.02 | Sole | – | – | – | 25 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | – | 92206C·10·2 | 714,183 | 0.15% | 12,244 | Sh. | 58,329.22 | Defined | #1 | – | – | 25 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | – | 921908·84·4 | 25,556,947 | 5.52% | 149,982 | Sh. | 170,400.09 | Sole | – | – | – | 25 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | – | 921908·84·4 | 962,866 | 0.21% | 5,651 | Sh. | 170,388.60 | Defined | #1 | – | – | 25 |
| VANGUARD STAR FDS | VG TL INTL STK F | – | 921909·76·8 | 1,544,631 | 0.33% | 26,650 | Sh. | 57,959.89 | Sole | – | – | – | 25 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | – | 921943·85·8 | 45,054,604 | 9.73% | 940,597 | Sh. | 47,900.01 | Sole | – | – | – | 25 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | – | 921943·85·8 | 1,434,049 | 0.31% | 29,938 | Sh. | 47,900.63 | Defined | #1 | – | – | 25 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | – | 921946·40·6 | 25,474,121 | 5.50% | 228,201 | Sh. | 111,630.19 | Sole | – | – | – | 25 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | – | 921946·40·6 | 945,650 | 0.20% | 8,471 | Sh. | 111,633.81 | Defined | #1 | – | – | 25 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | – | 921946·81·0 | 9,691,076 | 2.09% | 122,146 | Sh. | 79,340.10 | Sole | – | – | – | 25 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | – | 921946·81·0 | 351,022 | 0.08% | 4,424 | Sh. | 79,344.94 | Defined | #1 | – | – | 25 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | – | 921946·79·4 | 9,988,847 | 2.16% | 150,231 | Sh. | 66,489.92 | Sole | – | – | – | 25 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | – | 921946·79·4 | 344,714 | 0.07% | 5,184 | Sh. | 66,495.76 | Defined | #1 | – | – | 25 |
| VANGUARD WORLD FD | ESG INTL STK ETF | – | 921910·72·5 | 2,938,456 | 0.63% | 53,156 | Sh. | 55,279.86 | Sole | – | – | – | 25 |
| VANGUARD WORLD FD | ESG INTL STK ETF | – | 921910·72·5 | 261,116 | 0.06% | 4,724 | Sh. | 55,274.34 | Defined | #1 | – | – | 25 |
| VANGUARD WORLD FD | ESG US CORP BD | – | 921910·69·1 | 2,692,996 | 0.58% | 42,490 | Sh. | 63,379.52 | Sole | – | – | – | 25 |
| VANGUARD WORLD FD | ESG US STK ETF | – | 921910·73·3 | 9,562,271 | 2.06% | 112,418 | Sh. | 85,059.96 | Sole | – | – | – | 25 |
| VANGUARD WORLD FD | ESG US STK ETF | – | 921910·73·3 | 788,074 | 0.17% | 9,265 | Sh. | 85,059.26 | Defined | #1 | – | – | 25 |
| VERIZON COMMUNICATIONS INC | COM | – | 92343V·10·4 | 201,997 | 0.04% | 5,358 | Sh. | 37,700.07 | Sole | – | – | – | 25 |
| — 73 Issuers — | — 93 Issues — | — 108 Holdings: $463,190,070,000 — | — 2 Managersº — |
____________
ª No market value of any Holding was adjusted.
º Other Included Managers with whom investment discretion is shared as to any Holding: 1 Other Included Manager... | |
Other Included Manager |
Securities |
Assets Managed |
|---|
ID
| | SEC File # | Related Manager | Issuers | Issues | Holdings | $1000s | Of Above |
|---|
| #1: | | 028-16706 | | Betterment LLC | 10 | 15 | 15 | 15,116,451 | 3.3% |
|---|
See: Recent Holdings Reports for this and Related Money Managers
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