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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
-1.27%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$564M
AUM Growth
+$11.2M
Cap. Flow
+$20.9M
Cap. Flow %
3.71%
Top 10 Hldgs %
71.81%
Holding
332
New
233
Increased
30
Reduced
53
Closed
3

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.25M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.21M
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.37M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.33M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$918K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$448K
2
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$326K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$323K
4
CL icon
Colgate-Palmolive
CL
+$312K
5
USB icon
US Bancorp
USB
+$307K

Sector Composition

Rank Sector Weight
1 Technology 3.67%
2 Healthcare 1.78%
3 Consumer Discretionary 1.42%
4 Financials 0.72%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
26
AbbVie
ABBV
$443B
$2.39M 0.42%
13,425
-297
-2% -$54.6K
HRB icon
27
H&R Block
HRB
$5.58B
$2.22M 0.39%
41,939
-119
-0.3% -$6.99K
NVO
28
Novo Nordisk
NVO
$208B
$1.89M 0.34%
22,006
-867
-4% -$93.8K
LLY icon
29
Eli Lilly
LLY
$1.02T
$1.79M 0.32%
2,323
-365
-14% -$302K
VXUS icon
30
Vanguard Total International Stock ETF
VXUS
$155B
$1.75M 0.31%
29,641
+874
+3% +$54.1K
NKE icon
31
Nike
NKE
$61.9B
$1.73M 0.31%
22,870
+2,731
+14% +$215K
BRK.A icon
32
Berkshire Hathaway Class A
BRK.A
$1.1T
$1.36M 0.24%
2
– –
SCHX icon
33
Schwab US Large- Cap ETF
SCHX
$71.8B
$1.35M 0.24%
58,307
-1,579
-3% -$36.8K
SUB icon
34
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.35M 0.24%
12,763
+709
+6% +$74.9K
HD icon
35
Home Depot
HD
$331B
$1.27M 0.22%
3,259
-439
-12% -$179K
AMGN icon
36
Amgen
AMGN
$208B
$1.23M 0.22%
4,707
+5
+0.1% +$1.48K
VTEB icon
37
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$1.11M 0.2%
22,200
+1,555
+8% +$78.6K
GOOGL icon
38
Alphabet (Google) Class A
GOOGL
$4.36T
$1.04M 0.18%
5,506
-159
-3% -$27.8K
ITOT icon
39
iShares Core S&P Total US Stock Market ETF
ITOT
$94.4B
$906K 0.16%
7,043
+651
+10% +$84.3K
BLV icon
40
Vanguard Long-Term Bond ETF
BLV
$5.71B
$904K 0.16%
13,215
+65
+0.5% +$4.64K
AMZN icon
41
Amazon
AMZN
$2.92T
$855K 0.15%
3,897
-80
-2% -$16.4K
PAYX icon
42
Paychex
PAYX
$41.6B
$809K 0.14%
5,768
– –
MCD icon
43
McDonald's
MCD
$192B
$758K 0.13%
2,615
-51
-2% -$15.2K
BRK.B icon
44
Berkshire Hathaway Class B
BRK.B
$1.1T
$756K 0.13%
1,668
-117
-7% -$54K
QCOM icon
45
Qualcomm
QCOM
$155B
$740K 0.13%
4,815
-15
-0.3% -$2.46K
HPQ icon
46
HP
HPQ
$24.9B
$727K 0.13%
22,292
-444
-2% -$16K
IEFA icon
47
iShares Core MSCI EAFE ETF
IEFA
$190B
$635K 0.11%
9,033
+266
+3% +$19.6K
DGRO icon
48
iShares Core Dividend Growth ETF
DGRO
$42.7B
$613K 0.11%
9,989
-118
-1% -$7.44K
TXN icon
49
Texas Instruments
TXN
$252B
$603K 0.11%
3,218
-1,513
-32% -$302K
CATH icon
50
Global X S&P 500 Catholic Values ETF
CATH
$1.28B
$597K 0.11%
8,423
+677
+9% +$48.3K
1
2
3 4 5

Similar funds

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 Q4 2024 Portfolio in Review

As of Q4 2024, Human Investing held 332 positions worth $564M, up 2% from $553M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Human Investing deployed $20.9M of net new capital in Q4 2024, opening 233 new positions and adding to 30 existing holdings. Its largest new stake was Dimensional US Core Equity 2 ETF: 16,945 shares worth $586K.

By sector, the portfolio is most concentrated in Technology at 3.7% of assets, up from 3.5% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Broadcom, an estimated $448K trimmed.

  • Human Investing's largest Q4 2024 buy was Dimensional US Core Equity 2 ETF: 16,945 shares worth $586K.
  • Human Investing added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $5.25M increase.
  • Human Investing's biggest Q4 2024 reduction was Broadcom, cutting an estimated $448K.
  • Human Investing fully exited Colgate-Palmolive in Q4 2024, selling an estimated $312K.
  • Human Investing's ten largest holdings make up 72% of its $564M portfolio in Q4 2024.
  • Human Investing opened 233 new positions and closed 3 in Q4 2024.
  • Human Investing's portfolio value rose 2% quarter-over-quarter to $564M.

Based on Human Investing's 13F filing for Q4 2024, filed 31 Jan 2025.