HI

Human Investing Portfolio holdings

AUM $635M
1-Year Est. Return 12.12%
This Quarter Est. Return
1 Year Est. Return
+12.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$635M
AUM Growth
+$67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$7.81M
2
+$2.41M
3
+$2.31M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.04M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.07M

Top Sells

1
+$258K
2
+$228K
3
+$208K
4
NKE icon
Nike
NKE
+$149K
5
VIGI icon
Vanguard International Dividend Appreciation ETF
VIGI
+$131K

Sector Composition

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
IDCC icon
51
InterDigital
IDCC
$9.32B
$673K 0.11%
3,000
MCD icon
52
McDonald's
MCD
$213B
$671K 0.11%
2,295
-13
HDV icon
53
iShares Core High Dividend ETF
HDV
$11.4B
$632K 0.1%
5,390
+2,354
TXN icon
54
Texas Instruments
TXN
$147B
$620K 0.1%
2,988
-126
SCHH icon
55
Schwab US REIT ETF
SCHH
$8.2B
$532K 0.08%
25,157
+2,246
SPYX icon
56
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.46B
$526K 0.08%
10,329
+540
NVDA icon
57
NVIDIA
NVDA
$4.93T
$511K 0.08%
3,237
+596
JNJ icon
58
Johnson & Johnson
JNJ
$455B
$511K 0.08%
3,343
-387
IGRO icon
59
iShares International Dividend Growth ETF
IGRO
$1.19B
$502K 0.08%
6,364
+2,066
ACN icon
60
Accenture
ACN
$155B
$489K 0.08%
1,635
-13
PM icon
61
Philip Morris
PM
$225B
$488K 0.08%
2,681
-475
GLD icon
62
SPDR Gold Trust
GLD
$128B
$482K 0.08%
1,582
+32
ABT icon
63
Abbott
ABT
$215B
$475K 0.07%
3,489
-147
XVV icon
64
iShares ESG Screened S&P 500 ETF
XVV
$480M
$472K 0.07%
9,903
+31
VO icon
65
Vanguard Mid-Cap ETF
VO
$88B
$464K 0.07%
+1,658
IBM icon
66
IBM
IBM
$287B
$454K 0.07%
1,541
HPQ icon
67
HP
HPQ
$25.9B
$431K 0.07%
17,633
-3,981
INFY icon
68
Infosys
INFY
$68.7B
$395K 0.06%
21,314
-900
ORCL icon
69
Oracle
ORCL
$749B
$394K 0.06%
1,801
+2
MRK icon
70
Merck
MRK
$215B
$374K 0.06%
4,726
-115
SLV icon
71
iShares Silver Trust
SLV
$23.7B
$349K 0.06%
10,636
JPM icon
72
JPMorgan Chase
JPM
$847B
$330K 0.05%
1,139
+3
IYW icon
73
iShares US Technology ETF
IYW
$23.3B
$313K 0.05%
1,804
-112
COF icon
74
Capital One
COF
$140B
$312K 0.05%
1,468
+36
TT icon
75
Trane Technologies
TT
$99.5B
$298K 0.05%
682
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3
4