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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
-1.16%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$568M
AUM Growth
+$4.02M
Cap. Flow
+$13.1M
Cap. Flow %
2.31%
Top 10 Hldgs %
72.98%
Holding
330
New
1
Increased
45
Reduced
35
Closed
239

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.06M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.42M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.57M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$586K
2
TSLA icon
Tesla
TSLA
+$442K
3
QQQ icon
Invesco QQQ Trust
QQQ
+$272K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$260K
5
UPS icon
United Parcel Service
UPS
+$257K

Sector Composition

Rank Sector Weight
1 Technology 2.96%
2 Healthcare 1.72%
3 Consumer Discretionary 1.17%
4 Financials 0.62%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SAP icon
226
SAP
SAP
$227B
– –
-94
Closed -$23.1K
SCHB icon
227
Schwab US Broad Market ETF
SCHB
$44.7B
– –
-1,830
Closed -$41.5K
SCHC icon
228
Schwab International Small-Cap Equity ETF
SCHC
$5.6B
– –
-108
Closed -$3.71K
SCHD icon
229
Schwab US Dividend Equity ETF
SCHD
$104B
– –
-1,191
Closed -$32.5K
SCHE icon
230
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
– –
-1,078
Closed -$28.7K
SCHF icon
231
Schwab International Equity ETF
SCHF
$68.4B
– –
-6,549
Closed -$121K
SCHG icon
232
Schwab US Large-Cap Growth ETF
SCHG
$62.3B
– –
-1,025
Closed -$28.6K
SCHW
233
Charles Schwab
SCHW
$188B
– –
-1,096
Closed -$81.1K
SCI icon
234
Service Corp International
SCI
$11.6B
– –
-47
Closed -$3.75K
SFM icon
235
Sprouts Farmers Market
SFM
$7.93B
– –
-633
Closed -$80.4K
SHEL icon
236
Shell
SHEL
$244B
– –
-500
Closed -$31.3K
SLB icon
237
SLB Ltd
SLB
$74.3B
– –
-5
Closed -$192
SLF icon
238
Sun Life Financial
SLF
$45.1B
– –
-440
Closed -$26.1K
SMCI icon
239
Super Micro Computer
SMCI
$20B
– –
-30
Closed -$915
SMFG icon
240
Sumitomo Mitsui Financial
SMFG
$161B
– –
-1,100
Closed -$15.9K
SNA icon
241
Snap-on
SNA
$21.7B
– –
-4
Closed -$1.36K
SO icon
242
Southern Company
SO
$107B
– –
-18
Closed -$1.48K
SONY icon
243
Sony
SONY
$132B
– –
-50
Closed -$1.06K
SPGI icon
244
S&P Global
SPGI
$121B
– –
-60
Closed -$30K
SPTM icon
245
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
– –
-443
Closed -$31.6K
SPYD icon
246
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
$8.76B
– –
-3
Closed -$130
SPYV icon
247
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.7B
– –
-1,282
Closed -$65.6K
SRE icon
248
Sempra
SRE
$55.3B
– –
-351
Closed -$30.8K
STE icon
249
Steris
STE
$22.4B
– –
-152
Closed -$31.2K
STLD icon
250
Steel Dynamics
STLD
$38.2B
– –
-128
Closed -$14.6K
8 9
10
11 12

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PGA
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SC
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PA
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BPIM
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TCM
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PC
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Human Investing's Q1 2025 Portfolio in Review

As of Q1 2025, Human Investing held 330 positions worth $568M, up 0.71% from $564M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Human Investing's Q1 2025 filing shows 1 new, 45 increased, 35 reduced and 239 closed positions. Its largest new stake was iShares Core US Aggregate Bond ETF: 2,605 shares worth $258K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $586K.

By sector, the portfolio is most concentrated in Technology at 3% of assets, down from 3.7% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Human Investing's largest Q1 2025 buy was iShares Core US Aggregate Bond ETF: 2,605 shares worth $258K.
  • Human Investing added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $7.06M increase.
  • Human Investing's biggest Q1 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $260K.
  • Human Investing fully exited Dimensional US Core Equity 2 ETF in Q1 2025, selling an estimated $586K.
  • Human Investing's ten largest holdings make up 73% of its $568M portfolio in Q1 2025.
  • Human Investing opened 1 new position and closed 239 in Q1 2025.
  • Human Investing's portfolio value rose 0.71% quarter-over-quarter to $568M.

Based on Human Investing's 13F filing for Q1 2025, filed 15 May 2025.