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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
+5.92%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$677M
AUM Growth
+$41.9M
Cap. Flow
+$5.75M
Cap. Flow %
0.85%
Top 10 Hldgs %
73.41%
Holding
98
New
2
Increased
45
Reduced
39
Closed
7

Top Buys

Rank Stock Value
1
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.22M
2
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.95M
3
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$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

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.38M
2
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$710K
3
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$608K
4
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$587K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$580K

Sector Composition

Rank Sector Weight
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
$443B
$2.5M 0.37%
10,780
-2,251
-17% -$458K
VXUS icon
27
Vanguard Total International Stock ETF
VXUS
$155B
$2.25M 0.33%
30,615
-457
-1% -$32.4K
HRB icon
28
H&R Block
HRB
$5.58B
$1.78M 0.26%
35,261
-1,889
-5% -$99.8K
LLY icon
29
Eli Lilly
LLY
$1.02T
$1.77M 0.26%
2,320
-5
-0.2% -$3.72K
SCHX icon
30
Schwab US Large- Cap ETF
SCHX
$71.8B
$1.69M 0.25%
64,345
-762
-1% -$19.4K
NKE icon
31
Nike
NKE
$61.9B
$1.69M 0.25%
24,218
+7
+0% +$522
BRK.A icon
32
Berkshire Hathaway Class A
BRK.A
$1.1T
$1.51M 0.22%
2
– –
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$4.36T
$1.5M 0.22%
6,178
+662
+12% +$139K
SUB icon
34
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.31M 0.19%
12,226
-747
-6% -$79.8K
HD icon
35
Home Depot
HD
$331B
$1.2M 0.18%
2,956
-25
-0.8% -$9.83K
ITOT icon
36
iShares Core S&P Total US Stock Market ETF
ITOT
$94.3B
$1.19M 0.18%
8,195
+337
+4% +$47.3K
NVO
37
Novo Nordisk
NVO
$208B
$1.04M 0.15%
18,810
-1,712
-8% -$100K
IDCC icon
38
InterDigital
IDCC
$7.87B
$1.04M 0.15%
3,000
– –
VTEB icon
39
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.1B
$1.02M 0.15%
20,285
-916
-4% -$45K
DGRO icon
40
iShares Core Dividend Growth ETF
DGRO
$42.7B
$1.01M 0.15%
14,807
– –
IDEV icon
41
iShares Core MSCI International Developed Markets ETF
IDEV
$31.7B
$1.01M 0.15%
12,543
+197
+2% +$15.3K
BLV icon
42
Vanguard Long-Term Bond ETF
BLV
$5.71B
$987K 0.15%
13,932
+378
+3% +$26.2K
AMGN icon
43
Amgen
AMGN
$208B
$936K 0.14%
3,316
-1,131
-25% -$328K
BRK.B icon
44
Berkshire Hathaway Class B
BRK.B
$1.1T
$918K 0.14%
1,826
+101
+6% +$48.9K
AMZN icon
45
Amazon
AMZN
$2.92T
$888K 0.13%
4,043
+254
+7% +$57.5K
IEFA icon
46
iShares Core MSCI EAFE ETF
IEFA
$190B
$855K 0.13%
9,796
-75
-0.8% -$6.37K
CATH icon
47
Global X S&P 500 Catholic Values ETF
CATH
$1.28B
$775K 0.11%
9,558
-382
-4% -$29.8K
IEMG icon
48
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$754K 0.11%
11,441
-190
-2% -$11.9K
QCOM icon
49
Qualcomm
QCOM
$155B
$726K 0.11%
4,365
+51
+1% +$8.09K
MCD icon
50
McDonald's
MCD
$192B
$677K 0.1%
2,228
-67
-3% -$20.4K
1
2
3 4

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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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Human Investing's Q3 2025 Portfolio in Review

As of Q3 2025, Human Investing held 98 positions worth $677M, up 6.6% from $635M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Human Investing's Q3 2025 filing shows 2 new, 45 increased, 39 reduced and 7 closed positions. Its largest new stake was Schwab US Mid-Cap ETF: 7,189 shares worth $213K. The largest sale was Vanguard S&P 500 ETF, an estimated $1.38M.

By sector, the portfolio is most concentrated in Technology at 3.4% of assets, up from 3.3% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Human Investing's largest Q3 2025 buy was Schwab US Mid-Cap ETF: 7,189 shares worth $213K.
  • Human Investing added most to Vanguard Short-Term Bond ETF in Q3 2025, an estimated $3.22M increase.
  • Human Investing's biggest Q3 2025 reduction was Vanguard S&P 500 ETF, cutting an estimated $1.38M.
  • Human Investing fully exited State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q3 2025, selling an estimated $526K.
  • Human Investing's ten largest holdings make up 73% of its $677M portfolio in Q3 2025.
  • Human Investing opened 2 new positions and closed 7 in Q3 2025.
  • Human Investing's portfolio value rose 6.6% quarter-over-quarter to $677M.

Based on Human Investing's 13F filing for Q3 2025, filed 3 Nov 2025.