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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
-1.16%
1 Year Est. Return
+18.84%
3 Year Est. Return
+51.96%
5 Year Est. Return
+53.41%
10 Year Est. Return
–
AUM
$568M
AUM Growth
+$4.02M
Cap. Flow
+$13.1M
Cap. Flow %
2.31%
Top 10 Hldgs %
72.98%
Holding
330
New
1
Increased
45
Reduced
35
Closed
239

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.06M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.42M
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.57M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.45M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

Rank Stock Value
1
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$586K
2
TSLA icon
Tesla
TSLA
+$442K
3
QQQ icon
Invesco QQQ Trust
QQQ
+$272K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$260K
5
UPS icon
United Parcel Service
UPS
+$257K

Sector Composition

Rank Sector Weight
1 Technology 2.96%
2 Healthcare 1.72%
3 Consumer Discretionary 1.17%
4 Financials 0.62%
5 Consumer Staples 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HPQ icon
51
HP
HPQ
$24.8B
$598K 0.11%
21,614
-678
-3% -$21.4K
IDEV icon
52
iShares Core MSCI International Developed Markets ETF
IDEV
$31.8B
$597K 0.11%
8,662
-156
-2% -$10.6K
TXN icon
53
Texas Instruments
TXN
$246B
$560K 0.1%
3,114
-104
-3% -$19.5K
IEMG icon
54
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$541K 0.1%
10,033
-250
-2% -$13.5K
ACN icon
55
Accenture
ACN
$101B
$514K 0.09%
1,648
-16
-1% -$5.65K
PM icon
56
Philip Morris
PM
$292B
$501K 0.09%
3,156
-329
-9% -$46.6K
SCHH icon
57
Schwab US REIT ETF
SCHH
$11.5B
$493K 0.09%
22,911
-983
-4% -$21K
ABT icon
58
Abbott
ABT
$185B
$482K 0.08%
3,636
-137
-4% -$17.4K
SPYX icon
59
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
$2.79B
$448K 0.08%
9,789
+1,089
+13% +$52.5K
GLD icon
60
SPDR Gold Trust
GLD
$131B
$447K 0.08%
1,550
– –
MRK icon
61
Merck
MRK
$316B
$435K 0.08%
4,841
-426
-8% -$39.8K
XVV icon
62
iShares ESG Screened S&P 500 ETF
XVV
$658M
$422K 0.07%
9,872
-125
-1% -$5.66K
VB icon
63
Vanguard Morningstar Small-Cap ETF
VB
$80.7B
$413K 0.07%
1,864
+77
+4% +$18.4K
INFY icon
64
Infosys
INFY
$49.6B
$405K 0.07%
22,214
-3,581
-14% -$74.3K
IBM icon
65
IBM
IBM
$213B
$383K 0.07%
1,541
-388
-20% -$94.9K
GILD icon
66
Gilead Sciences
GILD
$163B
$375K 0.07%
3,343
+547
+20% +$56.4K
HDV
67
iShares Core High Dividend ETF
HDV
$14.8B
$368K 0.06%
15,180
-160
-1% -$3.74K
CSCO icon
68
Cisco
CSCO
$457B
$339K 0.06%
5,495
-29
-0.5% -$1.78K
SLV icon
69
iShares Silver Trust
SLV
$28B
$330K 0.06%
10,636
– –
TMO icon
70
Thermo Fisher Scientific
TMO
$213B
$328K 0.06%
659
– –
IGRO icon
71
iShares International Dividend Growth ETF
IGRO
$1.3B
$311K 0.05%
4,298
+4
+0.1% +$283
DOX icon
72
Amdocs
DOX
$5.88B
$309K 0.05%
3,372
-1,236
-27% -$108K
PG icon
73
Procter & Gamble
PG
$338B
$286K 0.05%
1,681
-125
-7% -$20.9K
NVDA icon
74
NVIDIA
NVDA
$5.01T
$286K 0.05%
2,641
-155
-6% -$19.6K
JPM icon
75
JPMorgan Chase
JPM
$937B
$279K 0.05%
1,136
+91
+9% +$23.2K
1 2
3
4 5

Similar funds

WI
Wahed Invest New York $770M AUM 37.1% 1-Year Est. Return
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 Q1 2025 Portfolio in Review

As of Q1 2025, Human Investing held 330 positions worth $568M, up 0.71% from $564M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Human Investing's Q1 2025 filing shows 1 new, 45 increased, 35 reduced and 239 closed positions. Its largest new stake was iShares Core US Aggregate Bond ETF: 2,605 shares worth $258K. The largest sale was Dimensional US Core Equity 2 ETF, an estimated $586K.

By sector, the portfolio is most concentrated in Technology at 3% of assets, down from 3.7% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Human Investing's largest Q1 2025 buy was iShares Core US Aggregate Bond ETF: 2,605 shares worth $258K.
  • Human Investing added most to Vanguard S&P 500 ETF in Q1 2025, an estimated $7.06M increase.
  • Human Investing's biggest Q1 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $260K.
  • Human Investing fully exited Dimensional US Core Equity 2 ETF in Q1 2025, selling an estimated $586K.
  • Human Investing's ten largest holdings make up 73% of its $568M portfolio in Q1 2025.
  • Human Investing opened 1 new position and closed 239 in Q1 2025.
  • Human Investing's portfolio value rose 0.71% quarter-over-quarter to $568M.

Based on Human Investing's 13F filing for Q1 2025, filed 15 May 2025.