HI

Human Investing Portfolio holdings

AUM $708M
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$708M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$2.18M
3
+$1.81M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.59M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.33M

Top Sells

1
+$637K
2
+$543K
3
+$298K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$295K
5
GILD icon
Gilead Sciences
GILD
+$269K

Sector Composition

1 Technology 3.31%
2 Healthcare 1.25%
3 Consumer Discretionary 0.81%
4 Financials 0.46%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$851B
$199M 28.08%
317,084
+9,844
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$205B
$77.8M 10.99%
1,245,935
+34,972
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$107B
$38.4M 5.43%
582,099
+24,078
BSV icon
4
Vanguard Short-Term Bond ETF
BSV
$42.5B
$37M 5.22%
469,069
+23,009
VYM icon
5
Vanguard High Dividend Yield ETF
VYM
$72.1B
$35.4M 5%
246,463
+187
VIG icon
6
Vanguard Dividend Appreciation ETF
VIG
$104B
$34.6M 4.89%
157,578
-2,897
BNDX icon
7
Vanguard Total International Bond ETF
BNDX
$74.7B
$30.6M 4.32%
632,627
+27,542
IVV icon
8
iShares Core S&P 500 ETF
IVV
$763B
$27M 3.81%
39,417
-431
BIV icon
9
Vanguard Intermediate-Term Bond ETF
BIV
$27.2B
$20.4M 2.88%
262,127
+11,954
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$93.5B
$20.2M 2.85%
168,023
+7,432
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$19.4M 2.75%
361,621
+10,953
VGSH icon
12
Vanguard Short-Term Treasury ETF
VGSH
$25.9B
$18.7M 2.64%
318,111
+13,240
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$11.9B
$17.6M 2.49%
145,903
+1,046
VYMI icon
14
Vanguard International High Dividend Yield ETF
VYMI
$15.8B
$14.7M 2.08%
163,556
-1,114
VIGI icon
15
Vanguard International Dividend Appreciation ETF
VIGI
$9.15B
$12.4M 1.76%
136,061
-4
AVGO icon
16
Broadcom
AVGO
$1.57T
$8.69M 1.23%
25,100
-1,569
VTI icon
17
Vanguard Total Stock Market ETF
VTI
$580B
$7.29M 1.03%
21,734
+670
VV icon
18
Vanguard Large-Cap ETF
VV
$47.8B
$6.45M 0.91%
20,496
+1,260
BND icon
19
Vanguard Total Bond Market
BND
$147B
$5.67M 0.8%
76,549
+8,905
VSGX icon
20
Vanguard ESG International Stock ETF
VSGX
$5.93B
$5.5M 0.78%
76,817
+94
VNQ icon
21
Vanguard Real Estate ETF
VNQ
$34.8B
$5.11M 0.72%
57,756
+1,798
AAPL icon
22
Apple
AAPL
$3.81T
$4.61M 0.65%
16,948
+99
VCEB icon
23
Vanguard ESG US Corporate Bond ETF
VCEB
$1.01B
$4.12M 0.58%
64,811
+2,467
MSFT icon
24
Microsoft
MSFT
$3.2T
$3.9M 0.55%
8,069
+363
VGIT icon
25
Vanguard Intermediate-Term Treasury ETF
VGIT
$36.4B
$3.26M 0.46%
54,464
+1,894
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