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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
TSM icon
276
TSMC
TSM
$2.15T
– –
-208
Closed -$41.1K
TSN icon
277
Tyson Foods
TSN
$20.5B
– –
-230
Closed -$13.2K
TTD icon
278
Trade Desk
TTD
$8.91B
– –
-4
Closed -$414
TTE icon
279
TotalEnergies
TTE
$188B
– –
-21
Closed -$1.15K
TYL icon
280
Tyler Technologies
TYL
$12.6B
– –
-20
Closed -$11.5K
UAL icon
281
United Airlines
UAL
$43.1B
– –
-11
Closed -$1.07K
UBER icon
282
Uber
UBER
$139B
– –
-743
Closed -$44.8K
UL icon
283
Unilever
UL
$139B
– –
-2,680
Closed -$171K
UNH icon
284
UnitedHealth
UNH
$375B
– –
-273
Closed -$138K
UNP icon
285
Union Pacific
UNP
$176B
– –
-403
Closed -$91.9K
UPS icon
286
United Parcel Service
UPS
$91.5B
– –
-2,039
Closed -$257K
URI icon
287
United Rentals
URI
$72.3B
– –
-211
Closed -$149K
USB icon
288
US Bancorp
USB
$100B
– –
-1,131
Closed -$54.1K
USFD icon
289
US Foods
USFD
$22.1B
– –
-38
Closed -$2.59K
V icon
290
Visa
V
$688B
– –
-487
Closed -$154K
VBK icon
291
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24B
– –
-183
Closed -$51.3K
VEU icon
292
Vanguard FTSE All-World ex-US ETF
VEU
$68B
– –
-1,104
Closed -$63.4K
VFH icon
293
Vanguard Financials ETF
VFH
$13.8B
– –
-202
Closed -$23.9K
VGK icon
294
Vanguard FTSE Europe ETF
VGK
$31.1B
– –
-1,463
Closed -$92.9K
VGLT icon
295
Vanguard Long-Term Treasury ETF
VGLT
$10.1B
– –
-250
Closed -$13.8K
VGT icon
296
Vanguard Information Technology ETF
VGT
$147B
– –
-1,712
Closed -$133K
VLO icon
297
Valero Energy
VLO
$87.1B
– –
-9
Closed -$1.1K
VMC icon
298
Vulcan Materials
VMC
$37.2B
– –
-5
Closed -$1.29K
VO icon
299
Vanguard Morningstar Mid-Cap ETF
VO
$109B
– –
-2,216
Closed -$146K
VONE icon
300
Vanguard Russell 1000 ETF
VONE
$8.53B
– –
-302
Closed -$80.5K
10 11
12
13 14

Similar funds

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.