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HI

Human Investing Portfolio holdings

AUM $687M
1-Year Est. Return 14.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$687M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$844K
2
+$723K
3
+$661K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$549K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$431K

Top Sells

1
+$2.48M
2
+$2.18M
3
+$2.12M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.55M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.25M

Sector Composition

1 Technology 3.1%
2 Healthcare 1.18%
3 Consumer Discretionary 0.73%
4 Financials 0.43%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VOO icon
1
Vanguard S&P 500 ETF
VOO
$985B
$190M 27.67%
317,962
+878
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$233B
$77.4M 11.28%
1,208,409
-37,526
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$122B
$37.2M 5.43%
551,574
-30,525
VYM icon
4
Vanguard High Dividend Yield ETF
VYM
$78.3B
$36.7M 5.35%
247,921
+1,458
BSV icon
5
Vanguard Short-Term Bond ETF
BSV
$45.1B
$35.2M 5.13%
449,426
-19,643
VIG icon
6
Vanguard Dividend Appreciation ETF
VIG
$109B
$34.6M 5.04%
160,821
+3,243
BNDX icon
7
Vanguard Total International Bond ETF
BNDX
$82.2B
$30.1M 4.39%
627,219
-5,408
IVV icon
8
iShares Core S&P 500 ETF
IVV
$817B
$25.4M 3.7%
38,922
-495
BIV icon
9
Vanguard Intermediate-Term Bond ETF
BIV
$28.7B
$19.6M 2.85%
253,413
-8,714
VGSH icon
10
Vanguard Short-Term Treasury ETF
VGSH
$29.3B
$19.1M 2.78%
325,461
+7,350
IJR icon
11
iShares Core S&P Small-Cap ETF
IJR
$107B
$18.8M 2.73%
150,869
-17,154
VWO icon
12
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$18.3M 2.67%
339,382
-22,239
ESGV icon
13
Vanguard ESG US Stock ETF
ESGV
$13.2B
$17M 2.48%
151,472
+5,569
VYMI icon
14
Vanguard International High Dividend Yield ETF
VYMI
$19.4B
$14.9M 2.18%
158,584
-4,972
VIGI icon
15
Vanguard International Dividend Appreciation ETF
VIGI
$8.73B
$12.1M 1.76%
136,531
+470
AVGO icon
16
Broadcom
AVGO
$1.96T
$7.7M 1.12%
24,889
-211
VTI icon
17
Vanguard Total Stock Market ETF
VTI
$656B
$7.02M 1.02%
21,885
+151
VV icon
18
Vanguard Large-Cap ETF
VV
$52.6B
$6.93M 1.01%
23,192
+2,696
VSGX icon
19
Vanguard ESG International Stock ETF
VSGX
$6.76B
$5.69M 0.83%
79,375
+2,558
BND icon
20
Vanguard Total Bond Market
BND
$157B
$5.4M 0.79%
73,363
-3,186
AAPL icon
21
Apple
AAPL
$4.38T
$4.37M 0.64%
17,203
+255
VNQ icon
22
Vanguard Real Estate ETF
VNQ
$37B
$4.27M 0.62%
48,158
-9,598
VCEB icon
23
Vanguard ESG US Corporate Bond ETF
VCEB
$1.23B
$4.04M 0.59%
64,263
-548
VGIT icon
24
Vanguard Intermediate-Term Treasury ETF
VGIT
$41B
$3.27M 0.48%
54,864
+400
MSFT icon
25
Microsoft
MSFT
$2.82T
$3.14M 0.46%
8,479
+410
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