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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
STT icon
251
State Street
STT
$51.4B
– –
-191
Closed -$18.7K
STX icon
252
Seagate
STX
$190B
– –
-560
Closed -$48.3K
SU icon
253
Suncor Energy
SU
$74.2B
– –
-67
Closed -$2.39K
SUSA icon
254
iShares ESG Optimized MSCI USA ETF
SUSA
$4.16B
– –
-435
Closed -$52.9K
SYF icon
255
Synchrony
SYF
$25.8B
– –
-7
Closed -$455
SYK icon
256
Stryker
SYK
$129B
– –
-201
Closed -$72.4K
SYY icon
257
Sysco
SYY
$40.3B
– –
-245
Closed -$18.7K
TD icon
258
Toronto Dominion Bank
TD
$200B
– –
-13
Closed -$693
TDY icon
259
Teledyne Technologies
TDY
$31.7B
– –
-5
Closed -$2.32K
TEL icon
260
TE Connectivity
TEL
$63.2B
– –
-17
Closed -$2.43K
TEVA icon
261
Teva Pharmaceuticals
TEVA
$40.5B
– –
-50
Closed -$1.1K
TFI icon
262
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.13B
– –
-19
Closed -$869
TGNA
263
DELISTED
TEGNA Inc
TGNA
– –
-56
Closed -$1.02K
TGT icon
264
Target
TGT
$67.1B
– –
-545
Closed -$73.6K
TJX icon
265
TJX Companies
TJX
$177B
– –
-18
Closed -$2.17K
TKO icon
266
TKO Group
TKO
$13.7B
– –
-27
Closed -$3.81K
TLH icon
267
iShares 10-20 Year Treasury Bond ETF
TLH
$10.9B
– –
-6
Closed -$598
TM icon
268
Toyota
TM
$220B
– –
-7
Closed -$1.36K
TMCI icon
269
Treace Medical Concepts
TMCI
$310M
– –
-1,671
Closed -$12.4K
TMUS icon
270
T-Mobile US
TMUS
$186B
– –
-28
Closed -$6.25K
TPR icon
271
Tapestry
TPR
$32.2B
– –
-59
Closed -$3.83K
TRU icon
272
TransUnion
TRU
$15.3B
– –
-113
Closed -$10.5K
TRV icon
273
Travelers Companies
TRV
$79.8B
– –
-17
Closed -$4.1K
TSCO icon
274
Tractor Supply
TSCO
$17.5B
– –
-1,435
Closed -$76.1K
TSLA icon
275
Tesla
TSLA
$1.27T
– –
-1,095
Closed -$442K
9 10
11
12 13

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WI
Wahed Invest New York $770M AUM 37.1% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
BPIM
Brant Point Investment Management New York $776M AUM 41.18% 1-Year Est. Return
TCM
Twin Capital Management Mcmurray, Pennsylvania $776M AUM 28.34% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

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.