Human-Investing
AI_NATIVE detailed information: This accession holds the following tickers:[ "VCEB", "VSGX", null, "ACN", "ABT", "ABBV", "GOOGL", "SCHH", "CAT", "AVGO", "HRB", "COF", null, null, "GILD", "GIS", "HD", "HPQ", "MCD", "QCOM", "EMR", "IVW", "IJH", null, "MSFT", "IJR", "ORCL", "PAYX", "VGIT", "VGSH", "IEMG", "IVV", "AAPL", null, "NVDA", "PG", "MRK", "AMGN", "IEFA", "SCHX", "GLD", "IBM", "SBUX", "TXN", "TMO", "BIV", "VNQ", "VV", "EIG", null, "VWO", "VIG", "VYM", "TT", "WM", "IDCC", "NVO", "VIGI", "AMZN", "IVE", "DOX", null, "ESGV", "VEA", "BLV", "VYMI", "VXUS", "BNDX", "VTEB", "BND", "BSV", "VB", "VOO", null, "INFY", null, null, "DGRO", "KMB", "BRK-A", "BRK-B", "CSCO", "MCO", "NKE", "GOOG", "JNJ", "LLY", "PM", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-15
- Total Holdings
- 125
- Total Value
- 567924759
- Accession Number
- 0001767513-25-000002
- Form Type
- 13F-HR
- Manager Name
- Human-Investing
Data Enrichment
89% identified111 identified14 unidentified
Holdings
125 positions • $567.9M total value
Manager:
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37954Y889
Shares:9.4K
Value:$632.1K
% of Portfolio:0.1% ($632.1K/$567.9M)
46435G326
Shares:8.7K
Value:$596.7K
% of Portfolio:0.1% ($596.7K/$567.9M)
Shares:3.2K
Value:$500.9K
% of Portfolio:0.1% ($500.9K/$567.9M)
78468R796
Shares:9.8K
Value:$447.8K
% of Portfolio:0.1% ($447.8K/$567.9M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
PAYCHEX INC(PAYXcusip704326107) | 5.7K | QoQ -1.42% (-82)YoY -5.40% (-325) | All Managers (Combined) | $877.2K | 0.2% ($877.2K/$567.9M) | |
Alphabet Inc.(GOOGLcusip02079K305) | 5.4K | QoQ -2.16% (-119)YoY -8.53% (-503) | All Managers (Combined) | $833.0K | 0.1% ($833.0K/$567.9M) | |
MCDONALDS CORP(MCDcusip580135101) | 2.3K | All Managers (Combined) | $721.0K | 0.1% ($721.0K/$567.9M) | ||
AMAZON COM INC(AMZNcusip023135106) | 3.6K | All Managers (Combined) | $684.1K | 0.1% ($684.1K/$567.9M) | ||
9.0K | QoQ 0.00% (+0)YoY +9.97% (+819) | All Managers (Combined) | $683.4K | 0.1% ($683.4K/$567.9M) | ||
QUALCOMM INC/DE(QCOMcusip747525103) | 4.2K | All Managers (Combined) | $648.0K | 0.1% ($648.0K/$567.9M) | ||
10.4K | QoQ +3.91% (+391)YoY +3.98% (+398) | All Managers (Combined) | $641.3K | 0.1% ($641.3K/$567.9M) | ||
(cusip37954Y889)✕ | 9.4K | All Managers (Combined) | $632.1K | 0.1% ($632.1K/$567.9M) | ||
3.0K | QoQ 0.00% (+0) | All Managers (Combined) | $620.3K | 0.1% ($620.3K/$567.9M) | ||
3.7K | All Managers (Combined) | $618.5K | 0.1% ($618.5K/$567.9M) | |||
21.6K | All Managers (Combined) | $598.5K | 0.1% ($598.5K/$567.9M) | |||
(cusip46435G326)✕ | 8.7K | QoQ -1.76% (-156)YoY +0.12% (+11) | All Managers (Combined) | $596.7K | 0.1% ($596.7K/$567.9M) | |
3.1K | All Managers (Combined) | $559.7K | 0.1% ($559.7K/$567.9M) | |||
10.0K | QoQ -2.43% (-250)YoY +4.64% (+445) | All Managers (Combined) | $541.5K | 0.1% ($541.5K/$567.9M) | ||
Accenture plc(ACNcusipG1151C101) | 1.6K | QoQ -0.96% (-16) | All Managers (Combined) | $514.1K | 0.1% ($514.1K/$567.9M) | |
3.2K | All Managers (Combined) | $500.9K | 0.1% ($500.9K/$567.9M) | |||
22.9K | All Managers (Combined) | $492.8K | 0.1% ($492.8K/$567.9M) | |||
3.6K | All Managers (Combined) | $482.3K | 0.1% ($482.3K/$567.9M) | |||
(cusip78468R796)✕ | 9.8K | All Managers (Combined) | $447.8K | 0.1% ($447.8K/$567.9M) | ||
SPDR GOLD TRUST(GLDcusip78463V107) | 1.6K | QoQ 0.00% (+0) | All Managers (Combined) | $446.6K | 0.1% ($446.6K/$567.9M) |