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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
+2.08%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$708M
AUM Growth
+$31.3M
Cap. Flow
+$18.4M
Cap. Flow %
2.59%
Top 10 Hldgs %
73.47%
Holding
99
New
8
Increased
40
Reduced
45
Closed
4

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.12M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.14M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.82M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.58M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.36M

Top Sells

Rank Stock Value
1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$633K
2
AVGO icon
Broadcom
AVGO
+$561K
3
URI icon
United Rentals
URI
+$298K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$293K
5
GILD icon
Gilead Sciences
GILD
+$269K

Sector Composition

Rank Sector Weight
1 Technology 3.31%
2 Healthcare 1.25%
3 Consumer Discretionary 0.81%
4 Financials 0.46%
5 Communication Services 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LLY icon
26
Eli Lilly
LLY
$1.03T
$2.48M 0.35%
2,307
-13
-0.6% -$12.4K
VXUS icon
27
Vanguard Total International Stock ETF
VXUS
$155B
$2.34M 0.33%
31,041
+426
+1% +$31.8K
ABBV icon
28
AbbVie
ABBV
$455B
$2.32M 0.33%
10,136
-644
-6% -$147K
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.08T
$1.87M 0.26%
5,964
-214
-3% -$61.1K
SCHX icon
30
Schwab US Large- Cap ETF
SCHX
$71.3B
$1.69M 0.24%
62,767
-1,578
-2% -$42.1K
NKE icon
31
Nike
NKE
$62.7B
$1.51M 0.21%
23,733
-485
-2% -$31.6K
BRK.A icon
32
Berkshire Hathaway Class A
BRK.A
$1.1T
$1.51M 0.21%
2
– –
HRB icon
33
H&R Block
HRB
$5.61B
$1.32M 0.19%
30,380
-4,881
-14% -$228K
ITOT icon
34
iShares Core S&P Total US Stock Market ETF
ITOT
$93.8B
$1.25M 0.18%
8,434
+239
+3% +$35.3K
SUB icon
35
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.21M 0.17%
11,342
-884
-7% -$94.2K
SLV icon
36
iShares Silver Trust
SLV
$28.6B
$1.18M 0.17%
18,355
+7,719
+73% +$386K
AMGN icon
37
Amgen
AMGN
$209B
$1.18M 0.17%
3,597
+281
+8% +$89.1K
DGRO icon
38
iShares Core Dividend Growth ETF
DGRO
$42.8B
$1.17M 0.17%
16,905
+2,098
+14% +$144K
BLV icon
39
Vanguard Long-Term Bond ETF
BLV
$5.74B
$1.13M 0.16%
16,303
+2,371
+17% +$168K
IDEV icon
40
iShares Core MSCI International Developed Markets ETF
IDEV
$31.9B
$1.06M 0.15%
12,804
+261
+2% +$21.2K
VTEB icon
41
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$1,000K 0.14%
19,884
-401
-2% -$20.2K
IDCC icon
42
InterDigital
IDCC
$7.84B
$955K 0.13%
3,000
– –
AMZN icon
43
Amazon
AMZN
$2.53T
$924K 0.13%
4,001
-42
-1% -$9.61K
HD icon
44
Home Depot
HD
$332B
$910K 0.13%
2,644
-312
-11% -$114K
IEMG icon
45
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$909K 0.13%
13,519
+2,078
+18% +$139K
NVO
46
Novo Nordisk
NVO
$228B
$905K 0.13%
17,791
-1,019
-5% -$52.1K
XVV icon
47
iShares ESG Screened S&P 500 ETF
XVV
$643M
$894K 0.13%
16,964
+5,545
+49% +$290K
BRK.B icon
48
Berkshire Hathaway Class B
BRK.B
$1.1T
$888K 0.13%
1,767
-59
-3% -$29.4K
IEFA icon
49
iShares Core MSCI EAFE ETF
IEFA
$192B
$843K 0.12%
9,423
-373
-4% -$33K
VB icon
50
Vanguard Morningstar Small-Cap ETF
VB
$79.6B
$792K 0.11%
3,070
+483
+19% +$124K
1
2
3 4

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WI
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CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
PGA
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SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
PA
Planning Alternatives Birmingham, Michigan $775M AUM 18.57% 1-Year Est. Return
BPIM
Brant Point Investment Management New York $776M AUM 41.18% 1-Year Est. Return
TCM
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PC
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Human Investing's Q4 2025 Portfolio in Review

As of Q4 2025, Human Investing held 99 positions worth $708M, up 4.6% from $677M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Human Investing's Q4 2025 filing shows 8 new, 40 increased, 45 reduced and 4 closed positions. Its largest new stake was State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF: 10,329 shares worth $580K. The largest sale was Vanguard Dividend Appreciation ETF, an estimated $633K.

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

  • Human Investing's largest Q4 2025 buy was State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF: 10,329 shares worth $580K.
  • Human Investing added most to Vanguard S&P 500 ETF in Q4 2025, an estimated $6.12M increase.
  • Human Investing's biggest Q4 2025 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $633K.
  • Human Investing fully exited United Rentals in Q4 2025, selling an estimated $298K.
  • Human Investing's ten largest holdings make up 73% of its $708M portfolio in Q4 2025.
  • Human Investing opened 8 new positions and closed 4 in Q4 2025.
  • Human Investing's portfolio value rose 4.6% quarter-over-quarter to $708M.

Based on Human Investing's 13F filing for Q4 2025, filed 27 Jan 2026.