HI

Human Investing Portfolio holdings

AUM $708M
1-Year Est. Return 15.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$677M
AUM Growth
+$41.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.95M
3
+$1.73M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.6M
5
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$1.53M

Top Sells

1
+$1.38M
2
+$710K
3
+$608K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$587K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$580K

Sector Composition

1 Technology 3.43%
2 Healthcare 1.18%
3 Consumer Discretionary 0.96%
4 Financials 0.49%
5 Communication Services 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABBV icon
26
AbbVie
ABBV
$365B
$2.5M 0.37%
10,780
-2,251
VXUS icon
27
Vanguard Total International Stock ETF
VXUS
$134B
$2.25M 0.33%
30,615
-457
HRB icon
28
H&R Block
HRB
$3.91B
$1.78M 0.26%
35,261
-1,889
LLY icon
29
Eli Lilly
LLY
$819B
$1.77M 0.26%
2,320
-5
SCHX icon
30
Schwab US Large- Cap ETF
SCHX
$61.8B
$1.69M 0.25%
64,345
-762
NKE icon
31
Nike
NKE
$79.1B
$1.69M 0.25%
24,218
+7
BRK.A icon
32
Berkshire Hathaway Class A
BRK.A
$1.04T
$1.51M 0.22%
2
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$3.72T
$1.5M 0.22%
6,178
+662
SUB icon
34
iShares Short-Term National Muni Bond ETF
SUB
$10.8B
$1.31M 0.19%
12,226
-747
HD icon
35
Home Depot
HD
$327B
$1.2M 0.18%
2,956
-25
ITOT icon
36
iShares Core S&P Total US Stock Market ETF
ITOT
$79.4B
$1.19M 0.18%
8,195
+337
NVO icon
37
Novo Nordisk
NVO
$165B
$1.04M 0.15%
18,810
-1,712
IDCC icon
38
InterDigital
IDCC
$9.06B
$1.04M 0.15%
3,000
VTEB icon
39
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.5B
$1.02M 0.15%
20,285
-916
DGRO icon
40
iShares Core Dividend Growth ETF
DGRO
$36.9B
$1.01M 0.15%
14,807
IDEV icon
41
iShares Core MSCI International Developed Markets ETF
IDEV
$27.4B
$1.01M 0.15%
12,543
+197
BLV icon
42
Vanguard Long-Term Bond ETF
BLV
$5.91B
$987K 0.15%
13,932
+378
AMGN icon
43
Amgen
AMGN
$189B
$936K 0.14%
3,316
-1,131
BRK.B icon
44
Berkshire Hathaway Class B
BRK.B
$1.04T
$918K 0.14%
1,826
+101
AMZN icon
45
Amazon
AMZN
$2.24T
$888K 0.13%
4,043
+254
IEFA icon
46
iShares Core MSCI EAFE ETF
IEFA
$168B
$855K 0.13%
9,796
-75
CATH icon
47
Global X S&P 500 Catholic Values ETF
CATH
$1.09B
$775K 0.11%
9,558
-382
IEMG icon
48
iShares Core MSCI Emerging Markets ETF
IEMG
$137B
$754K 0.11%
11,441
-190
QCOM icon
49
Qualcomm
QCOM
$140B
$726K 0.11%
4,365
+51
MCD icon
50
McDonald's
MCD
$220B
$677K 0.1%
2,228
-67
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