HI

Human Investing Portfolio holdings

AUM $677M
1-Year Est. Return 11.81%
This Quarter Est. Return
1 Year Est. Return
+11.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$677M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.23M
2
+$2.96M
3
+$1.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.62M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.54M

Top Sells

1
+$1.43M
2
+$725K
3
+$624K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$610K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$596K

Sector Composition

1 Technology 3.43%
2 Healthcare 1.18%
3 Consumer Discretionary 0.96%
4 Financials 0.49%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$822B
$188M 27.8%
307,240
-2,334
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$189B
$72.6M 10.72%
1,210,963
-7,274
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$103B
$36.4M 5.38%
558,021
+24,879
BSV icon
4
Vanguard Short-Term Bond ETF
BSV
$41.4B
$35.2M 5.2%
446,060
+40,981
VYM icon
5
Vanguard High Dividend Yield ETF
VYM
$69.1B
$34.7M 5.13%
246,276
-4,424
VIG icon
6
Vanguard Dividend Appreciation ETF
VIG
$102B
$34.6M 5.12%
160,475
-2,761
BNDX icon
7
Vanguard Total International Bond ETF
BNDX
$73.6B
$29.9M 4.42%
605,085
+59,759
IVV icon
8
iShares Core S&P 500 ETF
IVV
$699B
$26.7M 3.94%
39,848
+538
BIV icon
9
Vanguard Intermediate-Term Bond ETF
BIV
$26.6B
$19.5M 2.89%
250,173
+19,717
IJR icon
10
iShares Core S&P Small-Cap ETF
IJR
$90.7B
$19.1M 2.82%
160,591
+7,659
VWO icon
11
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$19M 2.81%
350,668
-7,068
VGSH icon
12
Vanguard Short-Term Treasury ETF
VGSH
$25.3B
$17.9M 2.65%
304,871
+29,517
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$11.8B
$17.2M 2.53%
144,857
-5,153
VYMI icon
14
Vanguard International High Dividend Yield ETF
VYMI
$14.1B
$13.9M 2.06%
164,670
-8,564
VIGI icon
15
Vanguard International Dividend Appreciation ETF
VIGI
$8.98B
$12.2M 1.8%
136,065
-139
AVGO icon
16
Broadcom
AVGO
$1.7T
$8.8M 1.3%
26,669
-737
VTI icon
17
Vanguard Total Stock Market ETF
VTI
$567B
$6.91M 1.02%
21,064
-588
VV icon
18
Vanguard Large-Cap ETF
VV
$47.1B
$5.92M 0.88%
19,236
-324
VSGX icon
19
Vanguard ESG International Stock ETF
VSGX
$5.43B
$5.32M 0.79%
76,723
-1,937
VNQ icon
20
Vanguard Real Estate ETF
VNQ
$33.7B
$5.12M 0.76%
55,958
+2,908
BND icon
21
Vanguard Total Bond Market
BND
$144B
$5.03M 0.74%
67,644
+4,029
AAPL icon
22
Apple
AAPL
$4.11T
$4.29M 0.63%
16,849
+603
VCEB icon
23
Vanguard ESG US Corporate Bond ETF
VCEB
$979M
$4M 0.59%
62,344
+3,456
MSFT icon
24
Microsoft
MSFT
$3.56T
$3.99M 0.59%
7,706
+70
VGIT icon
25
Vanguard Intermediate-Term Treasury ETF
VGIT
$35.5B
$3.16M 0.47%
52,570
+2,924
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