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Human Investing Portfolio holdings
AUM
$787M
Turnover
12.39%
1-Year Est. Return
12.01%
This Fund
S&P 500
This Quarter Est. Return
-0.16%
1 Year Est. Return
+12.01%
3 Year Est. Return
+56.89%
5 Year Est. Return
+54.21%
10 Year Est. Return
–
AUM
$787M
AUM Growth
+$16M
(+2.1%)
Cap. Flow
+$19.4M
Cap. Flow % of AUM
Cap. Flow %
2.47%
Top 10 Holdings %
Top 10 Hldgs %
73.4%
Holding
113
New
8
Increased
65
Reduced
25
Closed
6
Avg Time Held
3.8
years
Top 10 Avg Time Held
5.2
years
Top 20 Avg Time Held
5.3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.23M |
| 2 |
Vanguard Total International Bond ETF
BNDX
|
+$3.02M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$2.88M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
+$2.12M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.53M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$1.5M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
+$1.4M |
| 3 |
Vanguard International High Dividend Yield ETF
VYMI
|
+$972K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$885K |
| 5 |
Micron Technology
MU
|
+$359K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 92.8% |
| 2 | Technology | 3.79% |
| 3 | Healthcare | 1.32% |
| 4 | Consumer Discretionary | 0.7% |
| 5 | Communication Services | 0.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Vanguard S&P 500 ETF
VOO
$1.02T
| $232M | 29.46% |
330,827
+4,628
| +1% | +$3.23M |
2021 Q2
21 quarters
|
|
2
Vanguard FTSE Developed Markets ETF
VEA
$228B
| $86.4M | 10.98% |
1,224,319
+1,192
| +0.1% | +$85.5K |
2020 Q1
26 quarters
|
|
3
iShares Core S&P Mid-Cap ETF
IJH
$123B
| $41.7M | 5.3% |
579,387
+15,630
| +3% | +$1.18M |
2018 Q4
31 quarters
|
|
|
4
Vanguard Short-Term Bond ETF
BSV
$45.8B
| $38.6M | 4.9% |
505,293
+37,219
| +8% | +$2.88M |
2018 Q4
31 quarters
|
|
|
5
Vanguard High Dividend Yield ETF
VYM
$83.3B
| $37M | 4.7% |
238,619
-8,658
| -4% | -$1.4M |
2020 Q2
25 quarters
|
|
|
6
Vanguard Dividend Appreciation ETF
VIG
$116B
| $35.7M | 4.53% |
152,992
-3,684
| -2% | -$885K |
2020 Q2
25 quarters
|
|
|
7
Vanguard Total International Bond ETF
BNDX
$84B
| $33.8M | 4.29% |
720,120
+63,466
| +10% | +$3.02M |
2018 Q4
31 quarters
|
|
8
iShares Core S&P 500 ETF
IVV
$871B
| $30.2M | 3.84% |
39,416
+146
| +0.4% | +$111K |
2018 Q4
31 quarters
|
|
|
9
Vanguard Intermediate-Term Bond ETF
BIV
$28.7B
| $21.3M | 2.71% |
292,329
+28,245
| +11% | +$2.12M |
2018 Q4
31 quarters
|
|
10
Vanguard FTSE Emerging Markets ETF
VWO
$117B
| $21.2M | 2.69% |
357,128
+9,951
| +3% | +$594K |
2020 Q1
26 quarters
|
|
11
iShares Core S&P Small-Cap ETF
IJR
$105B
| $20.9M | 2.66% |
153,773
+179
| +0.1% | +$25.9K |
2018 Q4
31 quarters
|
|
12
Vanguard Short-Term Treasury ETF
VGSH
$35.3B
| $20.9M | 2.65% |
362,925
+25,051
| +7% | +$1.45M |
2020 Q4
23 quarters
|
|
13
Vanguard ESG US Stock ETF
ESGV
$13.1B
| $20.1M | 2.55% |
148,309
-184
| -0.1% | -$24.8K |
2020 Q4
23 quarters
|
|
|
14
Vanguard International High Dividend Yield ETF
VYMI
$21.4B
| $15M | 1.9% |
148,081
-9,414
| -6% | -$972K |
2020 Q2
25 quarters
|
|
15
Vanguard International Dividend Appreciation ETF
VIGI
$9.19B
| $12.5M | 1.59% |
132,366
-1,516
| -1% | -$147K |
2020 Q2
25 quarters
|
|
16
Broadcom
AVGO
$1.56T
| $8.87M | 1.13% |
25,271
+533
| +2% | +$201K |
2022 Q1
18 quarters
|
|
17
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
| $8.5M | 1.08% |
22,701
+406
| +2% | +$152K |
2021 Q3
20 quarters
|
|
18
Vanguard Morningstar Large-Cap ETF
VV
$53.6B
| $7.49M | 0.95% |
21,276
+143
| +0.7% | +$50.1K |
2022 Q1
18 quarters
|
|
19
Apple
AAPL
$5.03T
| $6.47M | 0.82% |
19,427
+2,615
| +16% | +$840K |
2018 Q4
31 quarters
|
|
20
Vanguard ESG International Stock ETF
VSGX
$6.5B
| $6.23M | 0.79% |
76,891
-768
| -1% | -$62.9K |
2018 Q4
31 quarters
|
|
21
Vanguard Total Bond Market
BND
$165B
| $5.44M | 0.69% |
77,481
+4,935
| +7% | +$356K |
2021 Q3
20 quarters
|
|
22
Microsoft
MSFT
$3.88T
| $4.73M | 0.6% |
9,227
+1,321
| +17% | +$611K |
2022 Q1
18 quarters
|
|
23
Vanguard Real Estate ETF
VNQ
$37.7B
| $4.37M | 0.56% |
48,753
+710
| +1% | +$68.8K |
2018 Q4
31 quarters
|
|
24
Vanguard ESG US Corporate Bond ETF
VCEB
$1.22B
| $4.34M | 0.55% |
72,782
+6,273
| +9% | +$385K |
2020 Q4
23 quarters
|
|
25
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.4B
| $3.51M | 0.45% |
61,876
+5,570
| +10% | +$324K |
2020 Q4
23 quarters
|
|
Similar funds
Human Investing's Q3 2026 Portfolio in Review
As of Q3 2026, Human Investing held 113 positions worth $787M, up 2.1% from $771M the previous quarter. Its ten largest holdings account for 73% of the portfolio.
Human Investing's Q3 2026 filing shows 8 new, 65 increased, 25 reduced and 6 closed positions. Its largest new stake was iShares Core MSCI International Developed Markets ETF: 13,066 shares worth $1.17M. The largest sale was Berkshire Hathaway Class A, an estimated $1.5M.
By sector, the portfolio is most concentrated in Miscellaneous at 93% of assets, down from 93% a quarter earlier, followed by Technology and Healthcare.
- Human Investing's largest Q3 2026 buy was iShares Core MSCI International Developed Markets ETF: 13,066 shares worth $1.17M.
- Human Investing added most to Vanguard S&P 500 ETF in Q3 2026, an estimated $3.23M increase.
- Human Investing's biggest Q3 2026 reduction was Vanguard High Dividend Yield ETF, cutting an estimated $1.4M.
- Human Investing fully exited Berkshire Hathaway Class A in Q3 2026, selling an estimated $1.5M.
- Human Investing's ten largest holdings make up 73% of its $787M portfolio in Q3 2026.
- Human Investing opened 8 new positions and closed 6 in Q3 2026.
- Human Investing's portfolio value rose 2.1% quarter-over-quarter to $787M.
Based on Human Investing's 13F filing for Q3 2026, filed 19 Oct 2026.