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
$568M
AUM Growth
+$4.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$2.43M
3
+$1.58M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.44M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.2M

Top Sells

1
+$586K
2
+$442K
3
+$272K
4
UPS icon
United Parcel Service
UPS
+$257K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$248K

Sector Composition

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
$385B
$2.74M 0.48%
13,073
-352
HRB icon
27
H&R Block
HRB
$6.36B
$2.25M 0.4%
40,947
-992
LLY icon
28
Eli Lilly
LLY
$772B
$1.92M 0.34%
2,323
VXUS icon
29
Vanguard Total International Stock ETF
VXUS
$108B
$1.85M 0.33%
29,762
+121
NKE icon
30
Nike
NKE
$95.5B
$1.67M 0.29%
26,310
+3,440
BRK.A icon
31
Berkshire Hathaway Class A
BRK.A
$1.03T
$1.6M 0.28%
2
NVO icon
32
Novo Nordisk
NVO
$220B
$1.52M 0.27%
21,898
-108
SUB icon
33
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$1.4M 0.25%
13,279
+516
AMGN icon
34
Amgen
AMGN
$161B
$1.35M 0.24%
4,344
-363
SCHX icon
35
Schwab US Large- Cap ETF
SCHX
$62.3B
$1.33M 0.23%
60,234
+1,927
VTEB icon
36
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$1.18M 0.21%
23,842
+1,642
HD icon
37
Home Depot
HD
$378B
$1.11M 0.2%
3,041
-218
ITOT icon
38
iShares Core S&P Total US Stock Market ETF
ITOT
$79.6B
$1.04M 0.18%
8,532
+1,489
BLV icon
39
Vanguard Long-Term Bond ETF
BLV
$5.76B
$937K 0.17%
13,313
+98
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.03T
$899K 0.16%
1,688
+20
PAYX icon
41
Paychex
PAYX
$42.1B
$877K 0.15%
5,686
-82
GOOGL icon
42
Alphabet (Google) Class A
GOOGL
$3.39T
$833K 0.15%
5,387
-119
MCD icon
43
McDonald's
MCD
$213B
$721K 0.13%
2,308
-307
AMZN icon
44
Amazon
AMZN
$2.61T
$684K 0.12%
3,596
-301
IEFA icon
45
iShares Core MSCI EAFE ETF
IEFA
$157B
$683K 0.12%
9,033
QCOM icon
46
Qualcomm
QCOM
$195B
$648K 0.11%
4,219
-596
DGRO icon
47
iShares Core Dividend Growth ETF
DGRO
$35.4B
$641K 0.11%
10,380
+391
CATH icon
48
Global X S&P 500 Catholic Values ETF
CATH
$1.12B
$632K 0.11%
9,359
+936
IDCC icon
49
InterDigital
IDCC
$9.32B
$620K 0.11%
3,000
JNJ icon
50
Johnson & Johnson
JNJ
$455B
$619K 0.11%
3,730
+38
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