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HI

Human Investing Portfolio holdings

AUM $687M
1-Year Est. Return 14.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$687M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$844K
2
+$723K
3
+$661K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$549K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$431K

Top Sells

1
+$2.48M
2
+$2.18M
3
+$2.12M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.55M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.25M

Sector Composition

1 Technology 3.1%
2 Healthcare 1.18%
3 Consumer Discretionary 0.73%
4 Financials 0.43%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VXUS icon
26
Vanguard Total International Stock ETF
VXUS
$155B
$2.37M 0.35%
30,745
-296
LLY icon
27
Eli Lilly
LLY
$980B
$2.14M 0.31%
2,324
+17
ABBV icon
28
AbbVie
ABBV
$382B
$2.06M 0.3%
9,469
-667
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.49T
$1.91M 0.28%
6,638
+674
SCHX icon
30
Schwab US Large- Cap ETF
SCHX
$71.9B
$1.64M 0.24%
63,828
+1,061
BRK.A icon
31
Berkshire Hathaway Class A
BRK.A
$1.05T
$1.44M 0.21%
2
AMGN icon
32
Amgen
AMGN
$182B
$1.26M 0.18%
3,582
-15
SUB icon
33
iShares Short-Term National Muni Bond ETF
SUB
$11.3B
$1.22M 0.18%
11,487
+145
SLV icon
34
iShares Silver Trust
SLV
$31.8B
$1.2M 0.18%
17,677
-678
ITOT icon
35
iShares Core S&P Total US Stock Market ETF
ITOT
$92.9B
$1.2M 0.17%
8,408
-26
DGRO icon
36
iShares Core Dividend Growth ETF
DGRO
$40.5B
$1.2M 0.17%
17,029
+124
NKE icon
37
Nike
NKE
$66.9B
$1.18M 0.17%
22,393
-1,340
AMZN icon
38
Amazon
AMZN
$2.63T
$1.15M 0.17%
5,523
+1,522
IDEV icon
39
iShares Core MSCI International Developed Markets ETF
IDEV
$30.3B
$1.09M 0.16%
12,989
+185
VTEB icon
40
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.9B
$1.04M 0.15%
20,780
+896
IEMG icon
41
iShares Core MSCI Emerging Markets ETF
IEMG
$166B
$959K 0.14%
13,750
+231
IDCC icon
42
InterDigital
IDCC
$7.65B
$906K 0.13%
3,000
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.06T
$888K 0.13%
1,854
+87
VB icon
44
Vanguard Small-Cap ETF
VB
$79.6B
$874K 0.13%
3,338
+268
XVV icon
45
iShares ESG Screened S&P 500 ETF
XVV
$644M
$874K 0.13%
17,756
+792
IEFA icon
46
iShares Core MSCI EAFE ETF
IEFA
$185B
$850K 0.12%
9,392
-31
HRB icon
47
H&R Block
HRB
$4.36B
$839K 0.12%
26,443
-3,937
HDV
48
iShares Core High Dividend ETF
HDV
$13.3B
$824K 0.12%
30,365
+860
NVDA icon
49
NVIDIA
NVDA
$5.1T
$806K 0.12%
4,619
+1,777
JNJ icon
50
Johnson & Johnson
JNJ
$550B
$781K 0.11%
3,195
-136
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