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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
-1.7%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$687M
AUM Growth
-$21.5M
Cap. Flow
-$8.47M
Cap. Flow %
-1.23%
Top 10 Hldgs %
73.61%
Holding
100
New
5
Increased
49
Reduced
38
Closed
4

Top Buys

Rank Stock Value
1
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$844K
2
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$723K
3
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$661K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$549K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$431K

Top Sells

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.48M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.18M
3
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.12M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.55M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.25M

Sector Composition

Rank Sector Weight
1 Technology 3.1%
2 Healthcare 1.18%
3 Consumer Discretionary 0.73%
4 Financials 0.43%
5 Communication Services 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VXUS icon
26
Vanguard Total International Stock ETF
VXUS
$155B
$2.37M 0.35%
30,745
-296
-1% -$23.5K
LLY icon
27
Eli Lilly
LLY
$1.03T
$2.14M 0.31%
2,324
+17
+0.7% +$17.2K
ABBV icon
28
AbbVie
ABBV
$455B
$2.06M 0.3%
9,469
-667
-7% -$148K
GOOGL icon
29
Alphabet (Google) Class A
GOOGL
$4.08T
$1.91M 0.28%
6,638
+674
+11% +$212K
SCHX icon
30
Schwab US Large- Cap ETF
SCHX
$71.3B
$1.64M 0.24%
63,828
+1,061
+2% +$28.5K
BRK.A icon
31
Berkshire Hathaway Class A
BRK.A
$1.1T
$1.44M 0.21%
2
– –
AMGN icon
32
Amgen
AMGN
$209B
$1.26M 0.18%
3,582
-15
-0.4% -$5.35K
SUB icon
33
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.22M 0.18%
11,487
+145
+1% +$15.5K
SLV icon
34
iShares Silver Trust
SLV
$28.6B
$1.2M 0.18%
17,677
-678
-4% -$51.5K
ITOT icon
35
iShares Core S&P Total US Stock Market ETF
ITOT
$93.8B
$1.2M 0.17%
8,408
-26
-0.3% -$3.87K
DGRO icon
36
iShares Core Dividend Growth ETF
DGRO
$42.8B
$1.2M 0.17%
17,029
+124
+0.7% +$8.89K
NKE icon
37
Nike
NKE
$62.7B
$1.18M 0.17%
22,393
-1,340
-6% -$81.3K
AMZN icon
38
Amazon
AMZN
$2.53T
$1.15M 0.17%
5,523
+1,522
+38% +$335K
IDEV icon
39
iShares Core MSCI International Developed Markets ETF
IDEV
$31.9B
$1.09M 0.16%
12,989
+185
+1% +$15.9K
VTEB icon
40
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$1.04M 0.15%
20,780
+896
+5% +$45.2K
IEMG icon
41
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$959K 0.14%
13,750
+231
+2% +$16.7K
IDCC icon
42
InterDigital
IDCC
$7.84B
$906K 0.13%
3,000
– –
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.1T
$888K 0.13%
1,854
+87
+5% +$42.7K
VB icon
44
Vanguard Morningstar Small-Cap ETF
VB
$79.6B
$874K 0.13%
3,338
+268
+9% +$72.5K
XVV icon
45
iShares ESG Screened S&P 500 ETF
XVV
$643M
$874K 0.13%
17,756
+792
+5% +$41.1K
IEFA icon
46
iShares Core MSCI EAFE ETF
IEFA
$192B
$850K 0.12%
9,392
-31
-0.3% -$2.89K
HRB icon
47
H&R Block
HRB
$5.61B
$839K 0.12%
26,443
-3,937
-13% -$137K
HDV
48
iShares Core High Dividend ETF
HDV
$14.5B
$824K 0.12%
30,365
+860
+3% +$22.9K
NVDA icon
49
NVIDIA
NVDA
$4.72T
$806K 0.12%
4,619
+1,777
+63% +$326K
JNJ icon
50
Johnson & Johnson
JNJ
$617B
$781K 0.11%
3,195
-136
-4% -$31.7K
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 Q1 2026 Portfolio in Review

As of Q1 2026, Human Investing held 100 positions worth $687M, down 3% from $708M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Human Investing's Q1 2026 filing shows 5 new, 49 increased, 38 reduced and 4 closed positions. Its largest new stake was Toast: 13,396 shares worth $355K. The largest sale was Vanguard FTSE Developed Markets ETF, an estimated $2.48M.

By sector, the portfolio is most concentrated in Technology at 3.1% of assets, down from 3.3% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Human Investing's largest Q1 2026 buy was Toast: 13,396 shares worth $355K.
  • Human Investing added most to Vanguard Morningstar Large-Cap ETF in Q1 2026, an estimated $844K increase.
  • Human Investing's biggest Q1 2026 reduction was Vanguard FTSE Developed Markets ETF, cutting an estimated $2.48M.
  • Human Investing fully exited Vanguard Long-Term Bond ETF in Q1 2026, selling an estimated $1.13M.
  • Human Investing's ten largest holdings make up 74% of its $687M portfolio in Q1 2026.
  • Human Investing opened 5 new positions and closed 4 in Q1 2026.
  • Human Investing's portfolio value fell 3% quarter-over-quarter to $687M.

Based on Human Investing's 13F filing for Q1 2026, filed 7 May 2026.