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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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
4.9K | QoQ -0.58% (-29) | All Managers (Combined) | $249.1K | 0.0% ($249.1K/$567.9M) | ||
1.3K | All Managers (Combined) | $244.0K | 0.0% ($244.0K/$567.9M) | |||
2.6K | YoY +2.24% (+57) | All Managers (Combined) | $241.1K | 0.0% ($241.1K/$567.9M) | ||
CATERPILLAR INC(CATcusip149123101) | 699 | All Managers (Combined) | $230.5K | 0.0% ($230.5K/$567.9M) | ||
995 | QoQ 0.00% (+0)YoY -1.09% (-11) | All Managers (Combined) | $230.4K | 0.0% ($230.4K/$567.9M) | ||
682 | QoQ 0.00% (-0)YoY NEW(+682) | All Managers (Combined) | $229.8K | 0.0% ($229.8K/$567.9M) | YoY NEW(+$229.8K) | |
3.8K | All Managers (Combined) | $228.5K | 0.0% ($228.5K/$567.9M) | |||
2.1K | QoQ +7.31% (-142)YoY NEW(+2.1K) | All Managers (Combined) | $228.3K | 0.0% ($228.3K/$567.9M) | YoY NEW(+$228.3K) | |
STARBUCKS CORP(SBUXcusip855244109) | 2.3K | All Managers (Combined) | $223.4K | 0.0% ($223.4K/$567.9M) | ||
MOODYS CORP /DE/(MCOcusip615369105) | 461 | QoQ 0.00% (-0)YoY -11.68% (-61) | All Managers (Combined) | $214.5K | 0.0% ($214.5K/$567.9M) | |
Alphabet Inc.(GOOGcusip02079K107) | 1.4K | All Managers (Combined) | $211.5K | 0.0% ($211.5K/$567.9M) |