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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
ABBV icon
26
AbbVie
ABBV
$443B
$2.74M 0.48%
13,073
-352
-3% -$68.4K
HRB icon
27
H&R Block
HRB
$5.58B
$2.25M 0.4%
40,947
-992
-2% -$53K
LLY icon
28
Eli Lilly
LLY
$1.02T
$1.92M 0.34%
2,323
– –
VXUS icon
29
Vanguard Total International Stock ETF
VXUS
$155B
$1.85M 0.33%
29,762
+121
+0.4% +$7.47K
NKE icon
30
Nike
NKE
$61.9B
$1.67M 0.29%
26,310
+3,440
+15% +$253K
BRK.A icon
31
Berkshire Hathaway Class A
BRK.A
$1.1T
$1.6M 0.28%
2
– –
NVO
32
Novo Nordisk
NVO
$208B
$1.52M 0.27%
21,898
-108
-0.5% -$8.92K
SUB icon
33
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.4M 0.25%
13,279
+516
+4% +$54.5K
AMGN icon
34
Amgen
AMGN
$208B
$1.35M 0.24%
4,344
-363
-8% -$107K
SCHX icon
35
Schwab US Large- Cap ETF
SCHX
$71.8B
$1.33M 0.23%
60,234
+1,927
+3% +$44.9K
VTEB icon
36
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$1.18M 0.21%
23,842
+1,642
+7% +$82.1K
HD icon
37
Home Depot
HD
$331B
$1.11M 0.2%
3,041
-218
-7% -$85K
ITOT icon
38
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$1.04M 0.18%
8,532
+1,489
+21% +$192K
BLV icon
39
Vanguard Long-Term Bond ETF
BLV
$5.71B
$937K 0.17%
13,313
+98
+0.7% +$6.8K
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.1T
$899K 0.16%
1,688
+20
+1% +$9.72K
PAYX icon
41
Paychex
PAYX
$41.6B
$877K 0.15%
5,686
-82
-1% -$12.1K
GOOGL icon
42
Alphabet (Google) Class A
GOOGL
$4.36T
$833K 0.15%
5,387
-119
-2% -$21.6K
MCD icon
43
McDonald's
MCD
$192B
$721K 0.13%
2,308
-307
-12% -$91.8K
AMZN icon
44
Amazon
AMZN
$2.92T
$684K 0.12%
3,596
-301
-8% -$65.3K
IEFA icon
45
iShares Core MSCI EAFE ETF
IEFA
$190B
$683K 0.12%
9,033
– –
QCOM icon
46
Qualcomm
QCOM
$155B
$648K 0.11%
4,219
-596
-12% -$97.1K
DGRO icon
47
iShares Core Dividend Growth ETF
DGRO
$42.7B
$641K 0.11%
10,380
+391
+4% +$24.5K
CATH icon
48
Global X S&P 500 Catholic Values ETF
CATH
$1.28B
$632K 0.11%
9,359
+936
+11% +$66.4K
IDCC icon
49
InterDigital
IDCC
$7.87B
$620K 0.11%
3,000
– –
JNJ icon
50
Johnson & Johnson
JNJ
$618B
$619K 0.11%
3,730
+38
+1% +$5.95K
1
2
3 4 5

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PGA
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SC
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PA
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BPIM
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TCM
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PC
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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.