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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
VRTX icon
301
Vertex Pharmaceuticals
VRTX
$123B
– –
-10
Closed -$4.03K
VST icon
302
Vistra
VST
$47.4B
– –
-40
Closed -$5.51K
VTRS icon
303
Viatris
VTRS
$20.6B
– –
-1,554
Closed -$19.3K
VTWO icon
304
Vanguard Russell 2000 ETF
VTWO
$17.8B
– –
-188
Closed -$16.8K
VUG icon
305
Vanguard Morningstar Growth ETF
VUG
$230B
– –
-408
Closed -$27.9K
VWOB icon
306
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.18B
– –
-341
Closed -$21.5K
VZ icon
307
Verizon
VZ
$193B
– –
-2,393
Closed -$95.7K
WAT icon
308
Waters Corp
WAT
$39.3B
– –
-8
Closed -$2.97K
WBD icon
309
Warner Bros
WBD
$65.1B
– –
-9
Closed -$96
WEC icon
310
WEC Energy
WEC
$35.3B
– –
-550
Closed -$51.7K
WELL icon
311
Welltower
WELL
$171B
– –
-16
Closed -$2.02K
WFC icon
312
Wells Fargo
WFC
$270B
– –
-21
Closed -$1.48K
WMT icon
313
Walmart Inc
WMT
$894B
– –
-733
Closed -$66.2K
WPM icon
314
Wheaton Precious Metals
WPM
$55.8B
– –
-15
Closed -$844
WSM icon
315
Williams-Sonoma
WSM
$29.2B
– –
-302
Closed -$56K
WST icon
316
West Pharmaceutical
WST
$24.7B
– –
-30
Closed -$9.83K
WU icon
317
Western Union
WU
$2.26B
– –
-286
Closed -$3.03K
WVVI icon
318
Willamette Valley Vineyards
WVVI
$12.7M
– –
-800
Closed -$2.68K
WY icon
319
Weyerhaeuser
WY
$18.6B
– –
-45
Closed -$1.27K
XHR
320
Xenia Hotels & Resorts
XHR
$1.89B
– –
-93
Closed -$1.38K
XLE icon
321
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
– –
-420
Closed -$18K
XLK icon
322
State Street Technology Select Sector SPDR ETF
XLK
$122B
– –
-788
Closed -$91.6K
XLV icon
323
State Street Health Care Select Sector SPDR ETF
XLV
$42.3B
– –
-192
Closed -$26.4K
YUM icon
324
Yum! Brands
YUM
$41.6B
– –
-110
Closed -$14.8K
YUMC icon
325
Yum China
YUMC
$16.3B
– –
-100
Closed -$4.82K
10 11 12
13
14

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WI
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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.