HI

Human Investing Portfolio holdings

AUM $708M
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$708M
AUM Growth
+$31.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$6.17M
2
+$2.18M
3
+$1.81M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.59M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.33M

Top Sells

1
+$637K
2
+$543K
3
+$298K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$295K
5
GILD icon
Gilead Sciences
GILD
+$269K

Sector Composition

1 Technology 3.31%
2 Healthcare 1.25%
3 Consumer Discretionary 0.81%
4 Financials 0.46%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
26
Eli Lilly
LLY
$928B
$2.48M 0.35%
2,307
-13
VXUS icon
27
Vanguard Total International Stock ETF
VXUS
$128B
$2.34M 0.33%
31,041
+426
ABBV icon
28
AbbVie
ABBV
$394B
$2.32M 0.33%
10,136
-644
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.08T
$1.87M 0.26%
5,964
-214
SCHX icon
30
Schwab US Large- Cap ETF
SCHX
$64.4B
$1.69M 0.24%
62,767
-1,578
NKE icon
31
Nike
NKE
$91.5B
$1.51M 0.21%
23,733
-485
BRK.A icon
32
Berkshire Hathaway Class A
BRK.A
$1.04T
$1.51M 0.21%
2
HRB icon
33
H&R Block
HRB
$4.99B
$1.32M 0.19%
30,380
-4,881
ITOT icon
34
iShares Core S&P Total US Stock Market ETF
ITOT
$82.5B
$1.25M 0.18%
8,434
+239
SUB icon
35
iShares Short-Term National Muni Bond ETF
SUB
$10.8B
$1.21M 0.17%
11,342
-884
SLV icon
36
iShares Silver Trust
SLV
$41.8B
$1.18M 0.17%
18,355
+7,719
AMGN icon
37
Amgen
AMGN
$184B
$1.18M 0.17%
3,597
+281
DGRO icon
38
iShares Core Dividend Growth ETF
DGRO
$37.5B
$1.17M 0.17%
16,905
+2,098
BLV icon
39
Vanguard Long-Term Bond ETF
BLV
$5.89B
$1.13M 0.16%
16,303
+2,371
IDEV icon
40
iShares Core MSCI International Developed Markets ETF
IDEV
$25.8B
$1.06M 0.15%
12,804
+261
VTEB icon
41
Vanguard Tax-Exempt Bond Index Fund
VTEB
$42.8B
$1,000K 0.14%
19,884
-401
IDCC icon
42
InterDigital
IDCC
$8.4B
$955K 0.13%
3,000
AMZN icon
43
Amazon
AMZN
$2.56T
$924K 0.13%
4,001
-42
HD icon
44
Home Depot
HD
$373B
$910K 0.13%
2,644
-312
IEMG icon
45
iShares Core MSCI Emerging Markets ETF
IEMG
$138B
$909K 0.13%
13,519
+2,078
NVO icon
46
Novo Nordisk
NVO
$264B
$905K 0.13%
17,791
-1,019
XVV icon
47
iShares ESG Screened S&P 500 ETF
XVV
$700M
$894K 0.13%
16,964
+5,545
BRK.B icon
48
Berkshire Hathaway Class B
BRK.B
$1.04T
$888K 0.13%
1,767
-59
IEFA icon
49
iShares Core MSCI EAFE ETF
IEFA
$173B
$843K 0.12%
9,423
-373
VB icon
50
Vanguard Small-Cap ETF
VB
$72.2B
$792K 0.11%
3,070
+483
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