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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
+8.17%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$635M
AUM Growth
+$67M
Cap. Flow
+$22.1M
Cap. Flow %
3.49%
Top 10 Hldgs %
73.12%
Holding
98
New
7
Increased
48
Reduced
32
Closed
2

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.22M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.27M
3
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$2.14M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.93M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.06M

Top Sells

Rank Stock Value
1
KMB icon
Kimberly-Clark
KMB
+$258K
2
GIS icon
General Mills
GIS
+$228K
3
HRB icon
H&R Block
HRB
+$219K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$129K
5
NKE icon
Nike
NKE
+$126K

Sector Composition

Rank Sector Weight
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
$443B
$2.42M 0.38%
13,031
-42
-0.3% -$7.81K
VXUS icon
27
Vanguard Total International Stock ETF
VXUS
$155B
$2.15M 0.34%
31,072
+1,310
+4% +$85.1K
HRB icon
28
H&R Block
HRB
$5.58B
$2.04M 0.32%
37,150
-3,797
-9% -$219K
LLY icon
29
Eli Lilly
LLY
$1.02T
$1.81M 0.29%
2,325
+2
+0.1% +$1.55K
NKE icon
30
Nike
NKE
$61.9B
$1.72M 0.27%
24,211
-2,099
-8% -$126K
SCHX icon
31
Schwab US Large- Cap ETF
SCHX
$71.8B
$1.6M 0.25%
65,107
+4,873
+8% +$110K
BRK.A icon
32
Berkshire Hathaway Class A
BRK.A
$1.1T
$1.46M 0.23%
2
– –
NVO
33
Novo Nordisk
NVO
$208B
$1.42M 0.22%
20,522
-1,376
-6% -$93.6K
SUB icon
34
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.38M 0.22%
12,973
-306
-2% -$32.3K
AMGN icon
35
Amgen
AMGN
$208B
$1.24M 0.2%
4,447
+103
+2% +$29.2K
HD icon
36
Home Depot
HD
$331B
$1.09M 0.17%
2,981
-60
-2% -$21.7K
ITOT icon
37
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$1.06M 0.17%
7,858
-674
-8% -$84.1K
VTEB icon
38
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$1.04M 0.16%
21,201
-2,641
-11% -$129K
GOOGL icon
39
Alphabet (Google) Class A
GOOGL
$4.36T
$972K 0.15%
5,516
+129
+2% +$21.1K
DGRO icon
40
iShares Core Dividend Growth ETF
DGRO
$42.7B
$947K 0.15%
14,807
+4,427
+43% +$270K
BLV icon
41
Vanguard Long-Term Bond ETF
BLV
$5.71B
$943K 0.15%
13,554
+241
+2% +$16.4K
IDEV icon
42
iShares Core MSCI International Developed Markets ETF
IDEV
$31.7B
$938K 0.15%
12,346
+3,684
+43% +$266K
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.1T
$838K 0.13%
1,725
+37
+2% +$18.8K
AMZN icon
44
Amazon
AMZN
$2.92T
$831K 0.13%
3,789
+193
+5% +$38.2K
IEFA icon
45
iShares Core MSCI EAFE ETF
IEFA
$190B
$824K 0.13%
9,871
+838
+9% +$66.5K
CATH icon
46
Global X S&P 500 Catholic Values ETF
CATH
$1.28B
$750K 0.12%
9,940
+581
+6% +$40.4K
PAYX icon
47
Paychex
PAYX
$41.6B
$736K 0.12%
5,061
-625
-11% -$94.1K
IEMG icon
48
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$698K 0.11%
11,631
+1,598
+16% +$89.2K
QCOM icon
49
Qualcomm
QCOM
$155B
$687K 0.11%
4,314
+95
+2% +$14K
VB icon
50
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$673K 0.11%
2,840
+976
+52% +$218K
1
2
3 4

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CCA
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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 Q2 2025 Portfolio in Review

As of Q2 2025, Human Investing held 98 positions worth $635M, up 12% from $568M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Human Investing deployed $22.1M of net new capital in Q2 2025, opening 7 new positions and adding to 48 existing holdings. Its largest new stake was Vanguard Morningstar Mid-Cap ETF: 6,632 shares worth $464K.

By sector, the portfolio is most concentrated in Technology at 3.3% of assets, up from 3% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was H&R Block, an estimated $219K trimmed.

  • Human Investing's largest Q2 2025 buy was Vanguard Morningstar Mid-Cap ETF: 6,632 shares worth $464K.
  • Human Investing added most to Vanguard S&P 500 ETF in Q2 2025, an estimated $7.22M increase.
  • Human Investing's biggest Q2 2025 reduction was H&R Block, cutting an estimated $219K.
  • Human Investing fully exited Kimberly-Clark in Q2 2025, selling an estimated $258K.
  • Human Investing's ten largest holdings make up 73% of its $635M portfolio in Q2 2025.
  • Human Investing opened 7 new positions and closed 2 in Q2 2025.
  • Human Investing's portfolio value rose 12% quarter-over-quarter to $635M.

Based on Human Investing's 13F filing for Q2 2025, filed 4 Aug 2025.