HI

Human Investing Portfolio holdings

AUM $635M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$635M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$2.41M
3
+$2.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.04M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.07M

Top Sells

1
+$258K
2
+$228K
3
+$208K
4
NKE icon
Nike
NKE
+$149K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$131K

Sector Composition

1 Technology 3.25%
2 Healthcare 1.38%
3 Consumer Discretionary 1.03%
4 Financials 0.54%
5 Communication Services 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
26
AbbVie
ABBV
$385B
$2.42M 0.38%
13,031
-42
VXUS icon
27
Vanguard Total International Stock ETF
VXUS
$108B
$2.15M 0.34%
31,072
+1,310
HRB icon
28
H&R Block
HRB
$6.36B
$2.04M 0.32%
37,150
-3,797
LLY icon
29
Eli Lilly
LLY
$772B
$1.81M 0.29%
2,325
+2
NKE icon
30
Nike
NKE
$95.5B
$1.72M 0.27%
24,211
-2,099
SCHX icon
31
Schwab US Large- Cap ETF
SCHX
$62.3B
$1.6M 0.25%
65,107
+4,873
BRK.A icon
32
Berkshire Hathaway Class A
BRK.A
$1.03T
$1.46M 0.23%
2
NVO icon
33
Novo Nordisk
NVO
$220B
$1.42M 0.22%
20,522
-1,376
SUB icon
34
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$1.38M 0.22%
12,973
-306
AMGN icon
35
Amgen
AMGN
$161B
$1.24M 0.2%
4,447
+103
HD icon
36
Home Depot
HD
$378B
$1.09M 0.17%
2,981
-60
ITOT icon
37
iShares Core S&P Total US Stock Market ETF
ITOT
$79.6B
$1.06M 0.17%
7,858
-674
VTEB icon
38
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$1.04M 0.16%
21,201
-2,641
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$3.39T
$972K 0.15%
5,516
+129
DGRO icon
40
iShares Core Dividend Growth ETF
DGRO
$35.4B
$947K 0.15%
14,807
+4,427
BLV icon
41
Vanguard Long-Term Bond ETF
BLV
$5.76B
$943K 0.15%
13,554
+241
IDEV icon
42
iShares Core MSCI International Developed Markets ETF
IDEV
$22.4B
$938K 0.15%
12,346
+3,684
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.03T
$838K 0.13%
1,725
+37
AMZN icon
44
Amazon
AMZN
$2.61T
$831K 0.13%
3,789
+193
IEFA icon
45
iShares Core MSCI EAFE ETF
IEFA
$157B
$824K 0.13%
9,871
+838
CATH icon
46
Global X S&P 500 Catholic Values ETF
CATH
$1.12B
$750K 0.12%
9,940
+581
PAYX icon
47
Paychex
PAYX
$42.1B
$736K 0.12%
5,061
-625
IEMG icon
48
iShares Core MSCI Emerging Markets ETF
IEMG
$114B
$698K 0.11%
11,631
+1,598
QCOM icon
49
Qualcomm
QCOM
$195B
$687K 0.11%
4,314
+95
VB icon
50
Vanguard Small-Cap ETF
VB
$67.4B
$673K 0.11%
2,840
+976
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