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HI

Human Investing Portfolio holdings

AUM $771M
1-Year Est. Return 18.84%
This Fund
S&P 500
This Quarter Est. Return
+11.81%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$771M
AUM Growth
+$84.5M
Cap. Flow
+$9.53M
Cap. Flow %
1.24%
Top 10 Hldgs %
74.18%
Holding
110
New
14
Increased
36
Reduced
49
Closed
5

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.49M
2
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.46M
3
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.42M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.03M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$894K

Top Sells

Rank Stock Value
1
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$1.09M
2
INTC icon
Intel
INTC
+$1M
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$952K
4
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$687K
5
SLV icon
iShares Silver Trust
SLV
+$467K

Sector Composition

Rank Sector Weight
1 Technology 3.44%
2 Healthcare 1.22%
3 Consumer Discretionary 0.67%
4 Financials 0.43%
5 Communication Services 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$979B
$224M 29.05%
326,199
+8,237
+3% +$5.49M
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$229B
$87.1M 11.3%
1,223,127
+14,718
+1% +$1.03M
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$122B
$43.5M 5.64%
563,757
+12,183
+2% +$894K
VYM icon
4
Vanguard High Dividend Yield ETF
VYM
$80.9B
$39.1M 5.07%
247,277
-644
-0.3% -$101K
VIG icon
5
Vanguard Dividend Appreciation ETF
VIG
$111B
$37.1M 4.81%
156,676
-4,145
-3% -$952K
BSV icon
6
Vanguard Short-Term Bond ETF
BSV
$44.7B
$36.5M 4.73%
468,074
+18,648
+4% +$1.46M
BNDX icon
7
Vanguard Total International Bond ETF
BNDX
$81.9B
$31.8M 4.12%
656,654
+29,435
+5% +$1.42M
IVV icon
8
iShares Core S&P 500 ETF
IVV
$878B
$29.4M 3.81%
39,270
+348
+0.9% +$253K
IJR icon
9
iShares Core S&P Small-Cap ETF
IJR
$109B
$22.8M 2.95%
153,594
+2,725
+2% +$374K
VWO icon
10
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$20.7M 2.69%
347,177
+7,795
+2% +$458K
BIV icon
11
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$20.3M 2.63%
264,084
+10,671
+4% +$819K
VGSH icon
12
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$19.7M 2.55%
337,874
+12,413
+4% +$724K
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$13.1B
$19.6M 2.55%
148,493
-2,979
-2% -$380K
VYMI icon
14
Vanguard International High Dividend Yield ETF
VYMI
$20.6B
$15.5M 2.01%
157,495
-1,089
-0.7% -$108K
VIGI icon
15
Vanguard International Dividend Appreciation ETF
VIGI
$9.08B
$12.5M 1.62%
133,882
-2,649
-2% -$245K
AVGO icon
16
Broadcom
AVGO
$1.85T
$9.34M 1.21%
24,738
-151
-0.6% -$60.5K
VTI icon
17
Vanguard Morningstar Total Stock Market ETF
VTI
$660B
$8.25M 1.07%
22,295
+410
+2% +$147K
VV icon
18
Vanguard Morningstar Large-Cap ETF
VV
$52.4B
$7.27M 0.94%
21,133
-2,059
-9% -$687K
VSGX icon
19
Vanguard ESG International Stock ETF
VSGX
$6.52B
$6.39M 0.83%
77,659
-1,716
-2% -$136K
BND icon
20
Vanguard Total Bond Market
BND
$157B
$5.33M 0.69%
72,546
-817
-1% -$60K
AAPL icon
21
Apple
AAPL
$4.54T
$4.86M 0.63%
16,812
-391
-2% -$112K
VNQ icon
22
Vanguard Real Estate ETF
VNQ
$39.2B
$4.63M 0.6%
48,043
-115
-0.2% -$11K
VCEB icon
23
Vanguard ESG US Corporate Bond ETF
VCEB
$1.18B
$4.17M 0.54%
66,509
+2,246
+3% +$141K
VGIT icon
24
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$3.32M 0.43%
56,306
+1,442
+3% +$85.2K
MSFT icon
25
Microsoft
MSFT
$3.45T
$2.95M 0.38%
7,906
-573
-7% -$232K
1
2 3 4 5

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SC
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Human Investing's Q2 2026 Portfolio in Review

As of Q2 2026, Human Investing held 110 positions worth $771M, up 12% from $687M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Human Investing's Q2 2026 filing shows 14 new, 36 increased, 49 reduced and 5 closed positions. Its largest new stake was McKesson: 605 shares worth $457K. The largest sale was iShares Core MSCI International Developed Markets ETF, an estimated $1.09M.

By sector, the portfolio is most concentrated in Technology at 3.4% of assets, up from 3.1% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Human Investing's largest Q2 2026 buy was McKesson: 605 shares worth $457K.
  • Human Investing added most to Vanguard S&P 500 ETF in Q2 2026, an estimated $5.49M increase.
  • Human Investing's biggest Q2 2026 reduction was Intel, cutting an estimated $1M.
  • Human Investing fully exited iShares Core MSCI International Developed Markets ETF in Q2 2026, selling an estimated $1.09M.
  • Human Investing's ten largest holdings make up 74% of its $771M portfolio in Q2 2026.
  • Human Investing opened 14 new positions and closed 5 in Q2 2026.
  • Human Investing's portfolio value rose 12% quarter-over-quarter to $771M.

Based on Human Investing's 13F filing for Q2 2026, filed 20 Jul 2026.