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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
-1.27%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$564M
AUM Growth
+$11.2M
Cap. Flow
+$20.9M
Cap. Flow %
3.71%
Top 10 Hldgs %
71.81%
Holding
332
New
233
Increased
30
Reduced
53
Closed
3

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.25M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.21M
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.37M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.33M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$918K

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$448K
2
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$326K
3
IVV icon
iShares Core S&P 500 ETF
IVV
+$323K
4
CL icon
Colgate-Palmolive
CL
+$312K
5
USB icon
US Bancorp
USB
+$307K

Sector Composition

Rank Sector Weight
1 Technology 3.67%
2 Healthcare 1.78%
3 Consumer Discretionary 1.42%
4 Financials 0.72%
5 Industrials 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DFAC icon
51
Dimensional US Core Equity 2 ETF
DFAC
$47.9B
$586K 0.1%
+16,945
New +$597K
ACN icon
52
Accenture
ACN
$102B
$585K 0.1%
1,664
-202
-11% -$72.7K
IDCC icon
53
InterDigital
IDCC
$7.87B
$581K 0.1%
3,000
– –
IDEV icon
54
iShares Core MSCI International Developed Markets ETF
IDEV
$31.7B
$569K 0.1%
8,818
-479
-5% -$32.3K
INFY icon
55
Infosys
INFY
$48.7B
$565K 0.1%
25,795
-207
-0.8% -$4.63K
IEMG icon
56
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$537K 0.1%
10,283
-183
-2% -$10.1K
JNJ icon
57
Johnson & Johnson
JNJ
$618B
$534K 0.09%
3,692
-732
-17% -$113K
MRK icon
58
Merck
MRK
$322B
$524K 0.09%
5,267
-503
-9% -$51.9K
SCHH icon
59
Schwab US REIT ETF
SCHH
$11.5B
$503K 0.09%
23,894
+487
+2% +$10.9K
XVV icon
60
iShares ESG Screened S&P 500 ETF
XVV
$648M
$453K 0.08%
9,997
-90
-0.9% -$4.09K
TSLA icon
61
Tesla
TSLA
$1.23T
$442K 0.08%
1,095
– –
VB icon
62
Vanguard Morningstar Small-Cap ETF
VB
$79.5B
$429K 0.08%
1,787
-114
-6% -$28.1K
ABT icon
63
Abbott
ABT
$183B
$427K 0.08%
3,773
-588
-13% -$68K
IBM icon
64
IBM
IBM
$211B
$424K 0.08%
1,929
-79
-4% -$17.6K
PM icon
65
Philip Morris
PM
$297B
$419K 0.07%
3,485
-1,299
-27% -$164K
SPYX icon
66
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.75B
$419K 0.07%
8,700
– –
DOX icon
67
Amdocs
DOX
$5.92B
$392K 0.07%
4,608
-900
-16% -$79K
NVDA icon
68
NVIDIA
NVDA
$4.86T
$375K 0.07%
2,796
+901
+48% +$124K
GLD icon
69
SPDR Gold Trust
GLD
$131B
$375K 0.07%
1,550
– –
HDV
70
iShares Core High Dividend ETF
HDV
$14.8B
$344K 0.06%
15,340
– –
TMO icon
71
Thermo Fisher Scientific
TMO
$213B
$343K 0.06%
659
-1
-0.2% -$550
CSCO icon
72
Cisco
CSCO
$457B
$327K 0.06%
5,524
-777
-12% -$44.4K
GOOG icon
73
Alphabet (Google) Class C
GOOG
$4.36T
$316K 0.06%
1,658
-50
-3% -$8.82K
KMB icon
74
Kimberly-Clark
KMB
$36.3B
$312K 0.06%
2,381
-685
-22% -$93.4K
PG icon
75
Procter & Gamble
PG
$336B
$303K 0.05%
1,806
– –
1 2
3
4 5

Similar funds

WI
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CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
PGA
Pilgrim Global Advisors Reno, Nevada $772M AUM 51.79% 1-Year Est. Return
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
Twin Capital Management Mcmurray, Pennsylvania $776M AUM 28.34% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return

Human Investing's Q4 2024 Portfolio in Review

As of Q4 2024, Human Investing held 332 positions worth $564M, up 2% from $553M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Human Investing deployed $20.9M of net new capital in Q4 2024, opening 233 new positions and adding to 30 existing holdings. Its largest new stake was Dimensional US Core Equity 2 ETF: 16,945 shares worth $586K.

By sector, the portfolio is most concentrated in Technology at 3.7% of assets, up from 3.5% a quarter earlier, followed by Healthcare and Consumer Discretionary.

On the sell side, the largest reduction was Broadcom, an estimated $448K trimmed.

  • Human Investing's largest Q4 2024 buy was Dimensional US Core Equity 2 ETF: 16,945 shares worth $586K.
  • Human Investing added most to Vanguard S&P 500 ETF in Q4 2024, an estimated $5.25M increase.
  • Human Investing's biggest Q4 2024 reduction was Broadcom, cutting an estimated $448K.
  • Human Investing fully exited Colgate-Palmolive in Q4 2024, selling an estimated $312K.
  • Human Investing's ten largest holdings make up 72% of its $564M portfolio in Q4 2024.
  • Human Investing opened 233 new positions and closed 3 in Q4 2024.
  • Human Investing's portfolio value rose 2% quarter-over-quarter to $564M.

Based on Human Investing's 13F filing for Q4 2024, filed 31 Jan 2025.